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Disclosery

XEVTX EATON VANCE TAX ADVT DIV INC

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COM (fund)

142 managers (142 13F filers) reported a position in XEVTX shares at 2025-09-30, 13,798,138 shares in all. 12 filers opened a position and 13 filers sold out during the quarter.

Managers
142
13F filers
142
New
12
Added
56
Reduced
36
Sold out
13
Shares held by filers
13,798,138

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY940,836$23M<0.01%+10,20513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/935,243$22.9M<0.01%+7,79413F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC886,731$21.7M0.01%+57,48413F-HRTimelineGroup
UBS Group AGin group UBS Group AG867,392$21.2M<0.01%-16,39313F-HRTimelineGroup
1607 Capital Partners, LLC797,020$19.5M1.47%+46,67813F-HRTimeline
McGowan Group Asset Management, Inc.787,656$19.3M2.39%-45,78113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN680,385$16.6M<0.01%+5,13013F-HRTimelineGroup
Joel Isaacson & Co., LLC629,773$15.4M0.56%-29,14013F-HRTimeline
Karpus Management, Inc.612,942$15M0.47%-16,45113F-HRTimeline
LPL Financial LLC463,441$11.3M<0.01%+29,02413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.438,244$10.7M0.13%+95,64513F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC377,402$9.23M0.07%+19,60713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC349,627$8.55M<0.01%+38,23613F-HRTimelineGroup
Kingstone Capital Partners Texas, LLC303,282$7.42M4.3%+2,75513F-HR/ATimeline
Advisors Asset Management, Inc.255,882$6.26M0.11%+4,13413F-HR/ATimeline
Polar Asset Management Partners Inc.247,116$6.04M0.12%+4,97513F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.240,749$5.87M0.01%+13,67513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA217,863$5.33M<0.01%+6,43813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…209,169$5.11M0.01%-8,21913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC203,769$4.98M0.01%+46013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…194,432$4.79M0.01%-5,05013F-HRTimeline
Private Advisor Group, LLC185,724$4.54M0.02%+8,22713F-HRTimeline
Cetera Investment Advisers148,920$3.64M<0.01%+24,94713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP139,380$3.41M<0.01%+15,12213F-HRTimelineGroup
Formidable Asset Management, LLC138,984$3.35M0.53%-9,85713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management121,775$2.98M0.1%+8,57513F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP109,568$2.68M<0.01%+27,88613F-HRTimelineGroup
Accel Wealth Management95,919$2.35M0.68%-12,72213F-HRTimeline
Steward Partners Investment Advisory, L…94,275$2.31M0.01%+1,25713F-HRTimeline
Sanctuary Advisors, LLC87,577$2.14M0.01%+37,25313F-HR/ATimeline
Cornerstone Advisors, LLC85,710$2.1M0.07%-98,97313F-HRTimeline
MRA Advisory Group84,622$2.07M0.9%-77913F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC82,056$2.01M0.39%+15,13813F-HRTimeline
Shaker Financial Services, LLC81,549$1.99M0.68%-36,37013F-HRTimeline
PMG Family Office LLC77,890$1.9M2.13%13F-HRTimeline
1776 Wealth LLC75,650$1.85M0.71%+3,04213F-HRTimeline
Cambridge Investment Research Advisors,…70,684$1.73M<0.01%+4313F-HRTimeline
&PARTNERS62,692$1.48M0.01%+20,29313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP54,464$1.33M<0.01%-1,33613F-HRTimelineGroup
Janney Montgomery Scott LLC52,880$1.29M<0.01%+4,50013F-HRTimeline
HighTower Advisors, LLC51,841$1.27M<0.01%+1,92313F-HRTimeline
MML INVESTORS SERVICES, LLC47,805$1.17M<0.01%-8013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.45,413$1.11M<0.01%-72,00013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC41,481$1.01M<0.01%+3,85913F-HRTimelineGroup
Meridian Wealth Management, LLC41,413$1.01M0.04%+2,93013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT37,855$926K0.03%013F-HRTimeline
Founders Financial Alliance, LLC35,667$872K0.16%+55913F-HRTimeline
Richmond Investment Services, LLC34,810$851K0.16%+12613F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …31,002$758K<0.01%+1,48313F-HRTimelineGroup
Prospera Financial Services Inc30,770$752K0.01%+3,95413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP27,767$679K<0.01%-6013F-HRTimelineGroup
Sowell Financial Services LLC26,797$655K0.03%013F-HRTimeline
Cornerstone Wealth Management, LLC26,255$642K0.04%+3,78513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.25,985$635K<0.01%+4,45013F-HRTimelineGroup
Live Oak Private Wealth LLC24,589$601K0.08%013F-HRTimeline
RFG Advisory, LLC23,532$575K0.01%-1,36913F-HRTimeline
Prime Capital Investment Advisors, LLC23,495$574K0.01%-75613F-HRTimeline
Creative Planningin group Creative Planning23,097$565K<0.01%-1,63913F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCgroup of 2 filers holding22,505$550K-89,732Timeline
DENVER WEALTH MANAGEMENT, INC.22,043$539K0.2%-64613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC21,769$532K0.13%013F-HRTimeline
Snowden Capital Advisors LLC21,264$520K0.01%013F-HRTimeline
SHIKIAR ASSET MANAGEMENT INC20,000$489K0.12%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC19,500$477K0.03%+4,00013F-HRTimeline
Summit Investment Advisory Services, LLC19,497$477K0.19%-12,29113F-HR/ATimeline
DAVENPORT & Co LLC18,899$462K<0.01%013F-HRTimeline
Summit Financial, LLC18,740$458K0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth16,862$412K<0.01%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …16,710$409K<0.01%-13,13713F-HRTimelineGroup
Wealth Alliance Advisory Group, LLC16,637$407K0.07%-40013F-HRTimeline
Heritage Trust Co15,875$388K0.04%+98713F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC15,708$384K<0.01%+2,80513F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co15,457$378K<0.01%013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.14,972$366K<0.01%-5,33913F-HRTimelineGroup
Johnson & White Wealth Management, LLC14,344$351K0.16%-713F-HRTimeline
NewEdge Advisors, LLC14,335$350K<0.01%+413F-HRTimeline
COMMONS CAPITAL, LLC14,229$348K0.23%+1,80613F-HRTimeline
AlphaCore Capital LLC13,580$332K0.01%+26413F-HRTimeline
Stonebridge Financial Planning Group, L…13,000$318K0.12%-40313F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC12,832$314K<0.01%+7113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,751$312K<0.01%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,567$307K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC12,485$305K<0.01%+6,26413F-HRTimelineGroup
North Star Investment Management Corp.12,284$300K0.02%+2413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,191$298K0.01%+68013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,146$297K<0.01%+57913F-HRTimelineGroup
Financial Security Advisor, Inc.12,000$293K0.06%013F-HRTimeline
Allworth Financial LP11,993$293K<0.01%+2,13013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC11,858$290K<0.01%new13F-HRTimelineGroup
MGB Wealth Management, LLC11,467$280K0.08%013F-HRTimeline
Dynamic Advisor Solutions LLC10,840$265K0.01%-5013F-HRTimeline
HANCOCK WHITNEY CORP10,663$261K<0.01%013F-HRTimeline
Kingsview Wealth Management, LLC10,555$258K<0.01%-3,54813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…10,000$244K<0.01%013F-HRTimeline
World Investment Advisors9,689$237K<0.01%new13F-HRTimeline
Cresset Asset Management, LLC9,454$231K<0.01%+19013F-HR/ATimeline
Dakota Wealth Management9,340$228K<0.01%013F-HR/ATimeline
WEDBUSH SECURITIES INC9,269$227K0.01%new13F-HRTimeline
COMERICA BANK9,140$223K<0.01%+82613F-HRTimeline
SMH CAPITAL ADVISORS INC8,999$222K0.45%+11513F-HRTimeline
NorthStar Asset Management LLC /NJ/9,046$221K0.11%-29313F-HRTimeline
READYSTATE ASSET MANAGEMENT LP8,508$208K0.01%-1,92713F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC8,496$208K0.1%013F-HRTimeline
Xcel Wealth Management, LLC8,420$206K0.05%-2,95013F-HRTimeline
Modern Wealth Management, LLC8,254$202K<0.01%new13F-HRTimeline
NFSG Corp7,296$178K0.03%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC6,297$154K<0.01%-62,76013F-HRTimelineGroup
PRIVATE TRUST CO NA5,169$126K0.01%+3313F-HRTimeline
LANARK FINANCIAL, INC.4,850$119K0.01%+50013F-HRTimeline
CoreCap Advisors, LLC4,129$101K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,450$84.4K<0.01%013F-HRTimeline
Investors Research Corp3,145$76.9K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,131$76.6K0.01%+2,23113F-HRTimeline
Bank & Trust Co2,729$66.7K0.05%013F-HRTimeline
Salomon & Ludwin, LLC2,409$59.2K0.01%-18513F-HRTimeline
Parvin Asset Management, LLC2,350$57.5K0.05%013F-HRTimeline
Advisory Services Network, LLC2,100$51.3K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC2,022$49.4K<0.01%013F-HRTimeline
ORG Partners LLC1,742$42.6K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.1,719$42K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,710$41.8K<0.01%-99013F-HRTimelineGroup
IFP Advisors, Inc1,700$41.6K<0.01%013F-HR/ATimeline
GAMMA Investing LLC1,500$36.7K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC1,498$36.6K0.02%+3013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,202$29.4K<0.01%-1,50013F-HRTimelineGroup
Vermillion Wealth Management, Inc.832$20.3K0.01%013F-HRTimeline
Caldwell Trust Co816$20K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp800$19.6K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…750$18.3K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC733$17.9K<0.01%-7013F-HRTimeline
Kennebec Savings Bank589$14.4K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC555$13.6K<0.01%+1113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC550$13.4K<0.01%-40013F-HRTimelineGroup
Perkins Coie Trust Co500$12.2K<0.01%013F-HRTimeline
MAI Capital Management492$12K<0.01%013F-HRTimeline
Sound Income Strategies, LLC298$7.34K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC293$7.16K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC256$6.28K<0.01%new13F-HRTimeline
CENTRAL TRUST Co250$6.11K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC150$3.67K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.104$2.54K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2$00%013F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.