13F Insight
DOSSIER · 13F Holders · Q2 2026
XEVTX

EATON VANCE TAX ADVT DIV INC

166 institutions still hold EATON VANCE TAX ADVT DIV INC as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 27828G107·166 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$295M
visible holders
Holders
166
filers reporting
Concentration
9.59%
RAYMOND JAMES FINANCIAL INC #1
top holder share
AI Holders Summary · Q2 2026

166 institutions reported XEVTX in Q2 2026. RAYMOND JAMES FINANCIAL INC leads at 9.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$28M1.0M0.01%Q2 202602
MORGAN STANLEY
CIK 0000895421
$27M991K0.00%Q2 202603
1607 Capital Partners, LLC
CIK 0001436866
$26M947K2.28%Q2 202604
UBS Group AG
CIK 0001610520
$25M903K0.00%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$23M818K0.00%Q2 202606
McGowan Group Asset Management, Inc.
CIK 0001633227
$22M777K2.61%Q2 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$21M764K0.00%Q2 202608
Joel Isaacson & Co., LLC
CIK 0001599330
$20M727K0.58%Q2 202609
LPL Financial LLC
CIK 0001403438
$15M538K0.00%Q2 202610
Stratos Wealth Partners, LTD.
CIK 0001612865
$12M434K0.12%Q2 202611
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$10M376K0.07%Q2 202612
Kingstone Capital Partners Texas, LLC
CIK 0002057208
$10M369K5.45%Q2 202613
Karpus Management, Inc.
CIK 0001048703
$10M416K0.32%Q1 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$9M314K0.01%Q2 202615
Private Advisor Group, LLC
CIK 0001567755
$7M247K0.03%Q2 202616
Advisors Asset Management, Inc.
CIK 0001297376
$7M268K0.11%Q1 202617
AMERIPRISE FINANCIAL INC
CIK 0000820027
$6M230K0.00%Q2 202618
Rockefeller Capital Management L.P.
CIK 0001739439
$6M208K0.01%Q2 202619
ROYAL BANK OF CANADA
CIK 0001000275
$5M196K0.00%Q2 202620
Cetera Investment Advisers
CIK 0001666741
$5M173K0.00%Q2 2026
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