Back to stocks
EVT

EVT

Eaton Vance Tax-Advantaged Dividend Income FundFinancial Services

Institutional holders
125
As of Q2 2026
Total 13F value
$522.5M
Sum of disclosed positions
New positions
31
This quarter
Sold positions
7
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange
1607 Capital Partners, LLC

1607 Capital Partners, Llc

$106M3.73M2.28%+20.1%
MORGAN STANLEY

Morgan Stanley

$33.1M1.17M0.00%+1.9%
Karpus Management, Inc.

Karpus Management, Inc.

$33M1.11M0.62%-0.9%
RAYMOND JAMES FINANCIAL INC

Raymond James Financial Inc

$30.2M1.08M0.00%-3.4%
UBS Group AG

Ubs Group Ag

$25.8M929.7K0.00%-1.2%
Axiom Investment Management LLC

Axiom Investment Management Llc

$25.7M8330.01%+14.6%
BANK OF AMERICA CORP /DE/

Bank Of America

$25.7M916.6K0.00%-1.0%
WELLS FARGO & COMPANY/MN

Wells Fargo & Company/Mn

$24.4M870.9K0.00%+18.2%
McGowan Group Asset Management, Inc.

Mcgowan Group Asset Management, Inc.

$21.5M777.1K2.61%-1.0%
LPL Financial LLC

Lpl Financial Llc

$18.5M656.3K0.00%-5.6%
GUGGENHEIM CAPITAL LLC

Guggenheim Capital Llc

$17M588.5K0.07%+16.9%
Stratos Wealth Partners, LTD.

Stratos Wealth Partners, Ltd.

$12M433.7K0.12%-5.5%
Kingstone Capital Partners Texas, LLC

Kingstone Capital Partners Texas, Llc

$10.2M369.5K5.45%+8.2%
OSAIC HOLDINGS, INC.

Advisor Group Holdings, Inc.

$9.8M348.3K0.01%+5.3%
Advisors Asset Management, Inc.

Advisors Asset Management, Inc.

$9M315.2K0.09%-21.6%
FIRST TRUST ADVISORS LP

First Trust Advisors Lp

$8.3M285.4K0.00%-0.9%
AMERIPRISE FINANCIAL INC

Ameriprise Financial Inc

$8.1M286.5K0.00%-0.3%
Rockefeller Capital Management L.P.

Rockefeller Capital Management L.P.

$6.8M241.9K0.01%Unchanged
ROYAL BANK OF CANADA

Royal Bank Of Canada

$6.4M228.6K0.00%-40.5%
&PARTNERS

Wiley Bros.-Aintree Capital, Llc

$6.2M216.6K0.02%+7.4%
Cetera Investment Advisers

Cetera Investment Advisers

$5.3M188.0K0.00%+7.5%
Steward Partners Investment Advisory, LLC

Steward Partners Investment Advisory, Llc

$4.7M168.7K0.02%-4.4%
FLAGSHIP HARBOR ADVISORS, LLC

Flagship Harbor Advisors, Llc

$4.4M143.0K0.17%+7.5%
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

Legacy Financial Independent Advisors Llc

$3.6M128.8K1.68%+41.9%
Advisory Solutions Group, LLC

Advisory Solutions Group, Llc

$3.5M114.1K1.19%New Position
NewEdge Advisors, LLC

Newedge Advisors, Llc

$3.5M124.8K0.01%New Position
Corient Private Wealth LP

Ci Private Wealth, Llc

$3.1M106.8K0.00%Unchanged
STIFEL FINANCIAL CORP

Stifel Financial Corp

$2.9M100.2K0.00%+23.8%
Shaker Financial Services, LLC

Shaker Financial Services, Llc

$2.8M92.1K0.89%-39.0%
WOLVERINE ASSET MANAGEMENT LLC

Wolverine Asset Management Llc

$2.8M92.4K0.02%+74.5%
Allspring Global Investments Holdings, LLC

Allspring Global Investments Holdings, Llc

$2.7M98.4K0.00%+40.6%
Sanctuary Advisors, LLC

Sanctuary Advisors, Llc

$2.6M93.0K0.01%+8.9%
PNC FINANCIAL SERVICES GROUP, INC.

Pnc Financial Services Group, Inc.

$2.2M78.3K0.00%Unchanged
1776 Wealth LLC

1776 Wealth Llc

$2.1M76.3K0.74%Unchanged
Hennion & Walsh Asset Management, Inc.

Hennion & Walsh Asset Management, Inc.

$1.8M58.2K0.05%+0.5%
Creative Planning

Creative Planning

$1.7M58.7K0.00%+4.2%
Astoria Portfolio Advisors LLC.

Astoria Portfolio Advisors Llc.

$1.6M51.1K0.27%+1.8%
HOLLENCREST CAPITAL MANAGEMENT

Hollencrest Capital Management

$1.4M50.4K0.06%Unchanged
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Wealth Enhancement Advisory Services, Llc

$1.4M45.3K0.00%-1.3%
MML INVESTORS SERVICES, LLC

Mml Investors Services, Llc

$1.4M50.3K0.00%+13.0%
Formidable Asset Management, LLC

Formidable Asset Management, Llc

$1.3M49.0K0.21%-5.6%
Cambridge Investment Research Advisors, Inc.

Cambridge Investment Research Advisors, Inc.

$1.2M40.1K0.00%+1.3%
Saba Capital Management, L.P.

Saba Capital Management, L.P.

$1.2M44.2K0.03%New Position
Mariner, LLC

Mariner, Llc

$1.1M39.7K0.00%-0.6%
COHEN & STEERS, INC.

Cohen & Steers, Inc.

$926K30.0K0.00%+100.0%
Dakota Wealth Management

Dakota Wealth Management

$854K28.6K0.01%+41.8%
Summit Financial, LLC

Summit Financial, Llc

$791K27.4K0.01%-1.9%
SILVER OAK SECURITIES, INCORPORATED

Silver Oak Securities, Incorporated

$787K25.5K0.05%+8.9%
Snowden Capital Advisors LLC

Snowden Capital Advisors Llc

$772K27.9K0.02%+28.9%
Focus Partners Wealth

Colony Group Llc

$764K27.6K0.00%+35.0%

Explore