EVT · Eaton Vance Tax-Advantaged Dividend Income Fund · Shareholders & Ownership

$27.55 +0.14 (+0.51%)

Market Cap

$2.04B

74.54M

Volume · Oct 21 90.7K Avg daily vol (3M) 88.07K

Every disclosed holder of EVT in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns EVT

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: shares outstanding cannot be set against these holders.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	155	14,401,320	—	Yes
Insiders (Forms 3, 4, 5)	3	11,896	—	Yes
13D/G-only blocks	0	0	—	Yes
Registered funds (N-PORT, not summed)	3	98,031	—	No

% Out is unavailable: no shares outstanding count is on record.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of EVT

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,020,608	—	+6,941	Jun 30, 2026	carried, not yet filed for the newest quarter
2	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	991,440	—	+18,100	Jun 30, 2026	carried, not yet filed for the newest quarter
3	1607 Capital Partners, LLC 13F CIK 1436866 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	946,952	—	+105,370	Jun 30, 2026	carried, not yet filed for the newest quarter
4	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	902,526	—	+9,756	Jun 30, 2026	carried, not yet filed for the newest quarter
5	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	817,695	—	-66,253	Jun 30, 2026	carried, not yet filed for the newest quarter
6	McGowan Group Asset Management, Inc. 13F CIK 1633227 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	777,149	—	-7,653	Jun 30, 2026	carried, not yet filed for the newest quarter
7	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	763,634	—	+35,012	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Joel Isaacson & Co., LLC 13F CIK 1599330 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	727,304	—	-4,642	Jun 30, 2026	carried, not yet filed for the newest quarter
9	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Jun 30, 2026 carried, not yet filed for the newest quarter	538,364	—	+15,222	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Stratos Wealth Partners, LTD. 13F CIK 1612865 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	433,686	—	-25,272	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Karpus Management, Inc. 13F CIK 1048703 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	412,721	—	-3,654	Jun 30, 2026	carried, not yet filed for the newest quarter
12	GUGGENHEIM CAPITAL LLC 13F CIK 1283072 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	375,585	—	-20,913	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	Multi-Hedge Strategies Fund Fund S000003747 · Registered fund · Jun 30, 2026 Rydex Variable Trust, not summed	187	—	+96	Jun 30, 2026	Rydex Variable Trust, not summed
12.2	Guggenheim Multi-Hedge Strategies Fund Fund S000003763 · Registered fund · Jun 30, 2026 Rydex Series Funds, not summed	66	—	+32	Jun 30, 2026	Rydex Series Funds, not summed
13	Kingstone Capital Partners Texas, LLC 13F CIK 2057208 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	369,491	—	+27,866	Jun 30, 2026	carried, not yet filed for the newest quarter
14	OSAIC HOLDINGS, INC. 13F CIK 1677044 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	314,076	—	+15,778	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Private Advisor Group, LLC 13F CIK 1567755 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	247,099	—	+33,301	Jun 30, 2026	carried, not yet filed for the newest quarter
16	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	229,857	—	-25,611	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Advisors Asset Management, Inc. 13F CIK 1297376 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	218,584	—	-49,792	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Rockefeller Capital Management L.P. 13F CIK 1739439 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	208,410	—	+14,907	Jun 30, 2026	carried, not yet filed for the newest quarter
19	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	196,431	—	+6,887	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Cetera Investment Advisers 13F CIK 1666741 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	172,878	—	+21,982	Jun 30, 2026	carried, not yet filed for the newest quarter
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 13F CIK 1632972 · Unknown · Sep 30, 2026	159,921	—	+5,980	Sep 30, 2026
22	Steward Partners Investment Advisory, LLC 13F CIK 1723397 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	159,161	—	+7,149	Jun 30, 2026	carried, not yet filed for the newest quarter
23	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	156,281	—	+3,124	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	First Trust Income Opportunities ETF Fund S000053967 · Registered fund · Aug 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	97,778	—	+1,980	Aug 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
24	Concurrent Investment Advisors, LLC 13F CIK 2001015 · Registered investment adviser · Sep 30, 2026	154,389	—	+141,446	Sep 30, 2026
25	&PARTNERS 13F CIK 107136 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	146,491	—	+6,307	Jun 30, 2026	carried, not yet filed for the newest quarter
26	LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 13F CIK 2131510 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	128,835	—	+38,052	Jun 30, 2026	carried, not yet filed for the newest quarter
27	COMMONWEALTH EQUITY SERVICES, LLC 13F CIK 312272 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	120,199	—	-7,292	Jun 30, 2026	carried, not yet filed for the newest quarter
28	NewEdge Advisors, LLC 13F CIK 1633516 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	120,137	—	+97,405	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Spire Wealth Management 13F CIK 1858740 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	115,599	—	-6,009	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Formidable Asset Management, LLC 13F CIK 1592613 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	112,161	—	-1,531	Jun 30, 2026	carried, not yet filed for the newest quarter
31	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	98,412	—	+28,429	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Shaker Financial Services, LLC 13F CIK 1511794 · Registered investment adviser · Sep 30, 2026	94,702	—	+94,702	Sep 30, 2026
33	Sanctuary Advisors, LLC 13F CIK 1777271 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	93,032	—	+7,603	Jun 30, 2026	carried, not yet filed for the newest quarter
34	MRA Advisory Group 13F CIK 1841816 · Unknown · Sep 30, 2026	89,773	—	+636	Sep 30, 2026
35	PMG Family Office LLC 13F CIK 2102299 · Registered investment adviser · Sep 30, 2026	84,307	—	+1,997	Sep 30, 2026
36	1776 Wealth LLC 13F CIK 1803140 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	76,286	—	0	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Cambridge Investment Research Advisors, Inc. 13F CIK 1419186 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	76,194	—	+431	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Accel Wealth Management 13F CIK 1838226 · Registered investment adviser · Sep 30, 2026	72,433	—	-2,221	Sep 30, 2026
39	HighTower Advisors, LLC 13F CIK 1462245 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	71,694	—	+14,033	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Samalin Investment Counsel, LLC 13F CIK 1544366 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	64,791	—	+28,094	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Janney Montgomery Scott LLC 13F CIK 1329948 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	56,486	—	+4,319	Jun 30, 2026	carried, not yet filed for the newest quarter
42	PNC FINANCIAL SERVICES GROUP, INC. 13F CIK 713676 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	56,082	—	-196	Jun 30, 2026	carried, not yet filed for the newest quarter
43	MML INVESTORS SERVICES, LLC 13F CIK 701059 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	50,278	—	+5,797	Jun 30, 2026	carried, not yet filed for the newest quarter
44	STIFEL FINANCIAL CORP 13F CIK 720672 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	47,657	—	-1,143	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Meridian Wealth Management, LLC 13F CIK 1697300 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	46,138	—	+1,072	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Saba Capital Management, L.P. 13F CIK 1510281 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	44,169	—	+44,169	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Founders Financial Alliance, LLC 13F CIK 1832190 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	40,261	—	+1,718	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Mariner, LLC 13F CIK 1373442 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	39,652	—	-241	Jun 30, 2026	carried, not yet filed for the newest quarter
49	HOLLENCREST CAPITAL MANAGEMENT 13F CIK 1161722 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	35,450	—	0	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Prospera Financial Services Inc 13F CIK 1541625 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	34,428	—	+280	Jun 30, 2026	carried, not yet filed for the newest quarter

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 158 holders

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Key facts CIK 1253327 CUSIP 27828G107 13F (30d) 27 filings 27 filers Visit website Investor relations