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Disclosery

XEVTX EATON VANCE TAX ADVT DIV INC

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COM (fund)

144 managers (145 13F filers) reported a position in XEVTX shares at 2025-06-30, 13,738,934 shares in all. 15 filers opened a position and 6 filers sold out during the quarter.

Managers
144
13F filers
145
New
15
Added
51
Reduced
40
Sold out
6
Shares held by filers
13,738,934

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY930,631$22.4M<0.01%-7,30213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/927,449$22.4M<0.01%+17,54513F-HRTimelineGroup
UBS Group AGin group UBS Group AG883,785$21.3M<0.01%-41,51913F-HRTimelineGroup
McGowan Group Asset Management, Inc.833,437$20.1M2.53%+4,24913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC829,247$20M0.01%+121,41513F-HRTimelineGroup
1607 Capital Partners, LLC750,342$18.1M1.47%+198,57013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN675,255$16.3M<0.01%-7,13813F-HRTimelineGroup
Joel Isaacson & Co., LLC658,913$15.9M0.65%-24,35213F-HRTimeline
Karpus Management, Inc.629,393$15.2M0.49%-5,91913F-HRTimeline
LPL Financial LLC434,417$10.5M<0.01%+6,73713F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC357,795$8.62M0.07%-19,10013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.342,599$8.26M0.11%+2,29013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC311,391$7.51M<0.01%+33,19313F-HRTimelineGroup
Kingstone Capital Partners Texas, LLC300,527$7.24M4.73%-34,03313F-HR/ATimeline
Advisors Asset Management, Inc.251,748$6.07M0.11%+2,62013F-HR/ATimeline
Polar Asset Management Partners Inc.242,141$5.84M0.15%+134,47413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.227,074$5.47M0.01%+16,05813F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…217,388$5.24M0.01%-1,80713F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA211,425$5.1M<0.01%+2113F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC203,309$4.9M0.01%+5,76713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…199,482$4.87M0.01%+26,56213F-HRTimeline
Cornerstone Advisors, LLC184,683$4.45M0.15%-102,51213F-HRTimeline
Private Advisor Group, LLC177,497$4.28M0.02%-54313F-HRTimeline
Formidable Asset Management, LLC148,841$3.46M0.58%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP124,258$2.99M<0.01%+3,13013F-HRTimelineGroup
Cetera Investment Advisers123,973$2.99M0.01%+3,93913F-HRTimeline
Shaker Financial Services, LLC117,919$2.84M1.03%-170,65313F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.117,413$2.83M0.01%-99,92013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management113,200$2.73M0.1%+5,17313F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCgroup of 2 filers holding112,237$2.7M-77,280Timeline
Accel Wealth Management108,641$2.62M0.87%-1,40213F-HRTimeline
Steward Partners Investment Advisory, L…93,018$2.24M0.02%-8,34413F-HRTimeline
MRA Advisory Group85,401$2.06M0.96%+2,91213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP81,682$1.97M<0.01%new13F-HRTimelineGroup
1776 Wealth LLC72,608$1.75M0.72%-60113F-HRTimeline
Cambridge Investment Research Advisors,…70,641$1.7M0.01%-18,36113F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC69,057$1.66M0.03%+5,33213F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC66,918$1.61M0.36%+8,06613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP55,800$1.34M<0.01%+2,12613F-HRTimelineGroup
Sanctuary Advisors, LLC50,324$1.21M0.01%+27,08713F-HRTimeline
HighTower Advisors, LLC49,918$1.2M<0.01%+30313F-HRTimeline
Janney Montgomery Scott LLC48,380$1.17M<0.01%+93513F-HRTimeline
MML INVESTORS SERVICES, LLC47,885$1.15M<0.01%+3,65213F-HRTimeline
&PARTNERS42,399$1.02M0.01%+26,39513F-HRTimeline
Meridian Wealth Management, LLC38,483$927K0.04%+4,69113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT37,855$912K0.04%013F-HRTimeline
Mariner, LLCin group Mariner, LLC37,622$907K<0.01%+24913F-HRTimelineGroup
Founders Financial Alliance, LLC35,108$846K0.19%+47413F-HRTimeline
Richmond Investment Services, LLC34,684$836K0.18%+17,40713F-HRTimeline
Summit Investment Advisory Services, LLC31,788$766K0.33%-4,77413F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …29,847$719K0.01%+11,68013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …29,519$711K<0.01%+14,84313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP27,827$671K<0.01%013F-HR/ATimelineGroup
Prospera Financial Services Inc26,816$646K0.01%-98713F-HRTimeline
Sowell Financial Services LLC26,797$646K0.03%-3,33113F-HRTimeline
RFG Advisory, LLC24,901$600K0.01%-8,15813F-HRTimeline
Creative Planningin group Creative Planning24,736$596K<0.01%+2,99213F-HRTimelineGroup
Live Oak Private Wealth LLC24,589$593K0.09%013F-HRTimeline
Prime Capital Investment Advisors, LLC24,251$584K0.01%-1,82613F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.22,689$547K0.23%-49213F-HRTimeline
Cornerstone Wealth Management, LLC22,470$542K0.03%+11,38013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC21,769$525K0.15%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.21,535$519K<0.01%+2,70013F-HRTimelineGroup
Snowden Capital Advisors LLC21,264$512K0.02%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.20,311$489K<0.01%+3513F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO20,000$482K0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.19,909$480K<0.01%+60813F-HRTimeline
DAVENPORT & Co LLC18,899$455K<0.01%-80013F-HRTimeline
Summit Financial, LLC18,740$452K0.01%new13F-HRTimeline
Kovack Advisors, Inc.17,132$413K0.04%new13F-HRTimeline
Wealth Alliance Advisory Group, LLC17,037$411K0.08%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth16,862$406K<0.01%-8,04913F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC15,500$374K0.03%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co15,457$373K<0.01%013F-HRTimelineGroup
Heritage Trust Co14,888$359K0.04%-3,01213F-HRTimeline
Johnson & White Wealth Management, LLC14,351$346K0.17%+4,63213F-HRTimeline
NewEdge Advisors, LLC14,331$345K<0.01%+9,10813F-HRTimeline
Kingsview Wealth Management, LLC14,103$340K0.01%+813F-HRTimeline
Atria Wealth Solutions, Inc.13,712$330K0.01%+2,06413F-HRTimeline
Stonebridge Financial Planning Group, L…13,403$323K0.13%+40313F-HRTimeline
AlphaCore Capital LLC13,316$321K0.01%+1,15113F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC12,903$311K<0.01%-1,12213F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC12,761$308K<0.01%-1,83213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,751$307K<0.01%-8,91113F-HRTimelineGroup
COMMONS CAPITAL, LLC12,423$299K0.23%+9213F-HRTimeline
North Star Investment Management Corp.12,260$295K0.02%-97513F-HRTimeline
Financial Security Advisor, Inc.12,000$289K0.07%+1,00013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,567$279K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,511$277K0.01%+1,48013F-HRTimelineGroup
MGB Wealth Management, LLC11,467$276K0.09%-6,46713F-HRTimeline
Xcel Wealth Management, LLC11,370$274K0.08%013F-HRTimeline
Dynamic Advisor Solutions LLC10,890$262K0.01%+47513F-HRTimeline
HANCOCK WHITNEY CORP10,663$257K<0.01%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP10,435$251K0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.10,292$248K0.01%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…10,000$241K<0.01%013F-HRTimeline
Allworth Financial LP9,863$238K<0.01%-1013F-HRTimeline
Dakota Wealth Management9,340$225K<0.01%013F-HRTimeline
NorthStar Asset Management LLC /NJ/9,339$225K0.12%-6813F-HRTimeline
Cresset Asset Management, LLC9,264$223K<0.01%+19513F-HR/ATimeline
SMH CAPITAL ADVISORS INC8,884$214K0.49%-16813F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC8,496$205K0.1%new13F-HRTimeline
COMERICA BANK8,314$200K<0.01%-13713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,200$198K<0.01%013F-HRTimelineGroup
NFSG Corp7,296$176K0.03%new13F-HRTimeline
CWM, LLCin group CWM, LLC6,221$150K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA5,136$124K0.01%+3413F-HRTimeline
LANARK FINANCIAL, INC.4,350$104K0.01%013F-HRTimeline
CoreCap Advisors, LLC4,129$99.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,450$83.1K<0.01%013F-HRTimeline
Investors Research Corp3,145$75.8K0.01%013F-HRTimeline
Bank & Trust Co2,729$65.8K0.05%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,702$65.1K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,700$65.1K<0.01%new13F-HRTimelineGroup
Salomon & Ludwin, LLC2,594$63.1K0.01%013F-HRTimeline
Parvin Asset Management, LLC2,350$56.6K0.06%013F-HRTimeline
Kessler Investment Group, LLC2,024$48.8K0.02%-12013F-HRTimeline
N.E.W. Advisory Services LLC2,022$48.7K<0.01%-13313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,779$42.9K<0.01%-72113F-HRTimelineGroup
ORG Partners LLC1,742$42.2K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.1,719$41.4K<0.01%013F-HRTimeline
IFP Advisors, Inc1,700$41K<0.01%013F-HRTimeline
GAMMA Investing LLC1,500$36.1K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC1,468$35.4K0.02%+3113F-HRTimeline
Elequin Capital, LP1,275$30.7K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC950$22.9K<0.01%+40013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC900$21.7K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.832$20.1K0.01%013F-HRTimeline
Caldwell Trust Co816$19.7K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC803$19.4K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…750$18.1K<0.01%013F-HRTimelineGroup
TD Capital Management LLC631$15.2K<0.01%013F-HRTimeline
Kennebec Savings Bank589$14.2K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC544$13.1K<0.01%new13F-HRTimeline
Perkins Coie Trust Co500$12K<0.01%013F-HRTimeline
MAI Capital Management492$11.9K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.371$8.94K0.01%13F-HRTimeline
Sound Income Strategies, LLC298$7.18K<0.01%+2913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC293$7.06K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO136$3.28K<0.01%-5113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP60$1.44K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$24<0.01%-1013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.2$00%new13F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.