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EVT

EVT

Eaton Vance Tax-Advantaged Dividend Income Fund• Financial Services

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
70
Partial Q3 2026
Total 13F value
$361.1M
Filed positions so far
New positions
4
This quarter
Sold positions
11
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Axiom Investment Management Llc

$274.6M9.8K0.03%Exited

Kingstone Capital Partners Texas, Llc

$10.7M384.1K5.31%+3.9%

Wealth Enhancement Advisory Services, Llc

$5.8M205.7K0.01%+0.9%

Shaker Financial Services, Llc

$4.9M168.3K0.87%-20.2%

Flagship Harbor Advisors, Llc

$4.5M149.3K0.17%+4.3%

Formidable Asset Management, Llc

$4.5M156.9K0.45%-5.3%

Concurrent Investment Advisors, Llc

$4.3M154.4K0.03%+1092.8%

Commonwealth Equity Services, Llc

$4.3M152.2K0.00%-9.9%

Advisory Solutions Group, Llc

$3.9M127.5K0.82%+11.7%

Legacy Financial Independent Advisors Llc

$3.7M132.7K1.83%+3.0%

Spire Wealth Management

$3.2M115.4K0.10%+1102.2%

Wolverine Asset Management Llc

$3.2M104.4K0.02%Exited

Samalin Investment Counsel, Llc

$2.8M100.5K0.88%+55.1%

Cambridge Investment Research Advisors, Inc.

$2.7M95.9K0.00%+13.9%

Pmg Family Office Llc

$2.6M92.5K2.18%+0.4%

Mra Advisory Group

$2.5M89.8K0.94%+0.7%

True North Advisors, Llc

$2.4M86.9K0.18%+221.9%

Accel Wealth Management

$2M72.4K0.44%-3.0%

Sowell Financial Services Llc

$2M69.4K0.02%Unchanged

Hennion & Walsh Asset Management, Inc.

$1.8M58.3K0.05%+0.2%

Creative Planning

$1.6M55.0K0.00%-4.5%

City Of London Investment Management Co Ltd

$852K28.1K0.06%+161.5%

Live Oak Private Wealth Llc

$686K24.6K0.08%Unchanged

Silverlake Wealth Management Llc

$613K22.0K0.11%+0.9%

Summit Investment Advisory Services, Llc

$584K20.9K0.14%+6.1%

Truist Financial Corp

$560K18.5K0.00%-0.4%

Shikiar Asset Management Inc

$558K20.0K0.14%Unchanged

Jgp Wealth Management, Llc

$529K18.9K0.05%Unchanged

Blue Bell Private Wealth Management, Llc

$519K17.1K0.06%+19.2%

Prime Capital Investment Advisors, Llc

$500K17.9K0.00%-5.0%

Davenport & Co Llc

$500K17.9K0.00%-3.8%

Financial Security Advisor, Inc.

$447K16.0K0.07%+28.0%

Wealth Alliance Advisory Group, Llc

$432K15.5K0.06%-7.0%

Richmond Investment Services, Llc

$417K14.9K0.13%-1.1%

Oppenheimer & Co Inc

$401K14.4K0.00%+12.8%

Calamos Advisors Llc

$381K12.6K0.00%+6.7%

Stevens Capital Partners

$363K13.0K0.06%Unchanged

Abel Hall, Llc

$363K13.0K0.07%Unchanged

Wedbush Securities Inc

$334K12.0K0.01%+0.1%

Vista Investment Partners Ii, Llc

$324K11.6K0.13%+36.8%

Lanark Financial, Inc.

$319K10.9K0.01%Unchanged

Kestra Private Wealth Services, Llc

$309K11.1K0.00%+0.3%

Dynamic Advisor Solutions Llc

$291K10.4K0.01%-4.6%

Johnson & White Wealth Management, Llc

$271K9.7K0.10%-28.1%

Smh Capital Advisors Inc

$268K9.6K1.01%+2.7%

North Star Investment Management Corp.

$266K9.5K0.01%-12.4%

Mgo One Seven Llc

$263K9.4K0.00%-30.2%

Kestra Advisory Services, Llc

$242K8.7K0.00%New Position

Next Level Private Llc

$235K8.4K0.05%+1.8%

Hunter Associates Investment Management Llc

$212K7.5K0.02%Unchanged

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