13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
XEVTX

EATON VANCE TAX ADVT DIV INC

158 institutions still hold EATON VANCE TAX ADVT DIV INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 27828G107·158 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.5%
vs prior quarter
13F value held
$259M
59.0% inst. owned
of float
Holders
158
+108 QoQ
filers reporting
Activity
+46 / −17
+883 added · −813 reduced
this quarter
Concentration
9.60%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q1 2026

158 institutions reported XEVTX in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 9.6% of the visible book. +108 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$25M1.0M0.01%Q1 202602
MORGAN STANLEY
CIK 0000895421
$24M973K0.00%Q1 202603
UBS Group AG
CIK 0001610520
$22M893K0.00%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$22M884K0.00%Q1 202605
1607 Capital Partners, LLC
CIK 0001436866
$21M842K1.49%Q1 202606
McGowan Group Asset Management, Inc.
CIK 0001633227
$19M785K2.45%Q1 202607
Joel Isaacson & Co., LLC
CIK 0001599330
$18M732K0.60%Q1 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$18M729K0.00%Q1 202609
LPL Financial LLC
CIK 0001403438
$13M523K0.00%Q1 202610
Stratos Wealth Partners, LTD.
CIK 0001612865
$11M459K0.13%Q1 202611
Karpus Management, Inc.
CIK 0001048703
$10M416K0.32%Q1 202612
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$10M396K0.08%Q1 202613
Kingstone Capital Partners Texas, LLC
CIK 0002057208
$8M342K5.16%Q1 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M298K0.01%Q1 202615
Advisors Asset Management, Inc.
CIK 0001297376
$7M268K0.11%Q1 202616
AMERIPRISE FINANCIAL INC
CIK 0000820027
$6M255K0.00%Q1 202617
Private Advisor Group, LLC
CIK 0001567755
$5M214K0.02%Q1 202618
Rockefeller Capital Management L.P.
CIK 0001739439
$5M194K0.01%Q1 202619
ROYAL BANK OF CANADA
CIK 0001000275
$5M190K0.00%Q1 202620
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$4M153K0.00%Q1 2026
Page 1 of 8
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