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Disclosery

XEVTX EATON VANCE TAX ADVT DIV INC

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COM (fund)

147 managers (148 13F filers) reported a position in XEVTX shares at 2025-12-31, 13,837,803 shares in all. 17 filers opened a position and 16 filers sold out during the quarter.

Managers
147
13F filers
148
New
17
Added
54
Reduced
37
Sold out
16
Shares held by filers
13,837,803

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,002,653$25.2M0.01%+115,92213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY946,949$23.8M<0.01%+6,11313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/916,381$23.1M<0.01%-18,86213F-HRTimelineGroup
UBS Group AGin group UBS Group AG838,697$21.1M<0.01%-28,69513F-HRTimelineGroup
1607 Capital Partners, LLC790,120$19.9M1.36%-6,90013F-HRTimeline
McGowan Group Asset Management, Inc.783,596$19.7M2.45%-4,06013F-HRTimeline
Joel Isaacson & Co., LLC745,247$18.8M0.62%+115,47413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN716,777$18M<0.01%+36,39213F-HRTimelineGroup
LPL Financial LLC505,967$12.7M<0.01%+42,52613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.446,351$11.2M0.13%+8,10713F-HRTimelineGroup
Karpus Management, Inc.430,276$10.8M0.33%-182,66613F-HR/ATimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC378,707$9.54M0.07%+1,30513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC360,618$9.08M<0.01%+10,99113F-HRTimelineGroup
Kingstone Capital Partners Texas, LLC309,126$7.78M4.54%+5,84413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.268,988$6.77M0.01%+28,23913F-HRTimelineGroup
Advisors Asset Management, Inc.265,566$6.69M0.11%+9,68413F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA223,583$5.63M<0.01%+5,72013F-HRTimelineGroup
Private Advisor Group, LLC206,194$5.19M0.02%+20,47013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…206,093$5.19M0.01%-3,07613F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…193,500$4.97M0.01%-93213F-HRTimeline
Shaker Financial Services, LLC171,313$4.31M1.37%+89,76413F-HRTimeline
Cetera Investment Advisers150,645$3.79M<0.01%+1,72513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP145,877$3.67M<0.01%+6,49713F-HRTimelineGroup
&PARTNERS134,105$3.38M0.02%+71,41313F-HRTimeline
Formidable Asset Management, LLC132,477$3.24M0.47%-6,50713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC119,555$3.01M<0.01%-84,21413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management115,237$2.9M0.1%-6,53813F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP109,568$2.76M<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…95,263$2.4M0.01%+98813F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC88,666$2.23M0.4%+6,61013F-HRTimeline
MRA Advisory Group86,420$2.18M0.91%+1,79813F-HRTimeline
Sanctuary Advisors, LLC84,994$2.14M0.01%-2,58313F-HRTimeline
Accel Wealth Management83,280$2.1M0.57%-12,63913F-HRTimeline
PMG Family Office LLC77,011$1.94M2.24%-87913F-HRTimeline
1776 Wealth LLC76,286$1.92M0.72%+63613F-HRTimeline
Cambridge Investment Research Advisors,…75,025$1.89M<0.01%+4,34113F-HRTimeline
HighTower Advisors, LLC55,290$1.39M<0.01%+3,44913F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC52,209$1.31M0.02%+45,91213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP51,785$1.3M<0.01%-2,67913F-HRTimelineGroup
Janney Montgomery Scott LLC50,391$1.27M<0.01%-2,48913F-HRTimeline
MML INVESTORS SERVICES, LLC47,474$1.2M<0.01%-33113F-HRTimeline
Meridian Wealth Management, LLC44,799$1.13M0.04%+3,38613F-HRTimeline
Mariner, LLCin group Mariner, LLC44,562$1.12M<0.01%+3,08113F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …41,549$1.05M<0.01%+10,54713F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT37,355$941K0.03%-50013F-HRTimeline
Founders Financial Alliance, LLC36,242$913K0.17%+57513F-HRTimeline
Richmond Investment Services, LLC33,457$842K0.15%-1,35313F-HRTimeline
Prospera Financial Services Inc31,823$801K0.01%+1,05313F-HRTimeline
Logan Stone Capital, LLC29,218$736K0.18%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP26,833$676K<0.01%-93413F-HR/ATimelineGroup
Sowell Financial Services LLC26,797$675K0.02%013F-HRTimeline
Creative Planningin group Creative Planning26,499$667K<0.01%+3,40213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.26,085$657K<0.01%+10013F-HRTimelineGroup
Cornerstone Wealth Management, LLC24,783$624K0.03%-1,47213F-HRTimeline
Live Oak Private Wealth LLC24,589$619K0.08%013F-HRTimeline
Snowden Capital Advisors LLC23,300$587K0.02%+2,03613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,505$567K<0.01%013F-HRTimelineGroup
DENVER WEALTH MANAGEMENT, INC.21,932$552K0.2%-11113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC21,769$548K0.12%013F-HRTimeline
Prime Capital Investment Advisors, LLC21,716$547K0.01%-1,77913F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC20,757$523K<0.01%+5,04913F-HRTimelineGroup
SHIKIAR ASSET MANAGEMENT INC20,000$504K0.13%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…19,735$497K<0.01%+6,98413F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC19,500$491K0.04%013F-HRTimeline
Summit Investment Advisory Services, LLC19,456$490K0.18%-4113F-HRTimeline
JGP Wealth Management, LLC18,938$477K0.05%new13F-HRTimeline
DAVENPORT & Co LLC18,899$476K<0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth18,835$474K<0.01%+1,97313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding17,502$441K+4,670Timeline
Kovack Advisors, Inc.17,135$431K0.02%new13F-HR/ATimeline
Summit Financial, LLC17,034$429K0.01%-1,70613F-HRTimeline
AlphaCore Capital LLC16,864$425K0.01%+3,28413F-HRTimeline
RFG Advisory, LLC16,747$422K0.01%-6,78513F-HRTimeline
Wealth Alliance Advisory Group, LLC16,637$419K0.07%013F-HRTimeline
NewEdge Advisors, LLC16,049$404K<0.01%+1,71413F-HRTimeline
COMMONS CAPITAL, LLC16,028$404K0.28%+1,79913F-HRTimeline
Heritage Trust Co15,875$400K0.04%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co15,457$389K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC15,026$381K0.02%+14,72813F-HRTimeline
Johnson & White Wealth Management, LLC13,953$351K0.15%-39113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC13,873$349K<0.01%+2,01513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,513$340K<0.01%new13F-HRTimelineGroup
World Investment Advisors13,147$331K0.01%+3,45813F-HR/ATimeline
Stonebridge Financial Planning Group, L…13,000$327K0.12%013F-HRTimeline
Abel Hall, LLC13,000$327K0.08%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,822$323K<0.01%+67613F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,588$317K<0.01%-4,12213F-HRTimelineGroup
North Star Investment Management Corp.12,309$310K0.02%+2513F-HRTimeline
Financial Security Advisor, Inc.12,255$309K0.06%+25513F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.6,092$307K0.15%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,138$306K<0.01%-5313F-HRTimelineGroup
CWM, LLCin group CWM, LLC11,912$300K<0.01%-57313F-HRTimelineGroup
HANCOCK WHITNEY CORP11,529$290K0.01%+86613F-HRTimeline
Simplicity Wealth,LLC11,468$289K0.02%new13F-HRTimeline
MGB Wealth Management, LLC11,467$289K0.08%013F-HRTimeline
Kingsview Wealth Management, LLC11,349$286K<0.01%+79413F-HRTimeline
Dynamic Advisor Solutions LLC10,865$274K0.01%+2513F-HRTimeline
Harbour Wealth Management Group, Inc.10,120$255K0.2%13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…10,000$252K<0.01%013F-HRTimeline
Allworth Financial LP9,863$248K<0.01%-2,13013F-HRTimeline
Cresset Asset Management, LLC9,645$243K<0.01%+19113F-HRTimeline
WEDBUSH SECURITIES INC9,276$234K0.01%+713F-HRTimeline
COOPER/HAIMS ADVISORS, LLC9,144$230K0.1%new13F-HRTimeline
SMH CAPITAL ADVISORS INC9,019$227K0.46%+2013F-HRTimeline
Dakota Wealth Management9,005$227K<0.01%-33513F-HR/ATimeline
NorthStar Asset Management LLC /NJ/8,957$226K0.1%-8913F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC8,496$214K0.09%013F-HRTimeline
Xcel Wealth Management, LLC8,120$204K0.05%-30013F-HRTimeline
Next Level Private LLC7,980$201K0.05%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC7,260$183K0.03%+4,12913F-HRTimeline
PRIVATE TRUST CO NA5,203$131K0.01%+3413F-HRTimeline
COMERICA BANK5,198$131K<0.01%-3,94213F-HRTimeline
LANARK FINANCIAL, INC.4,850$122K0.01%013F-HRTimeline
CoreCap Advisors, LLC4,129$104K<0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.3,570$89.9K0.09%13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,450$86.9K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,274$82.4K<0.01%new13F-HRTimeline
Investors Research Corp3,145$79.2K0.01%013F-HRTimeline
Bank & Trust Co2,729$68.7K0.05%013F-HRTimeline
Parvin Asset Management, LLC2,350$59.2K0.05%013F-HRTimeline
Salomon & Ludwin, LLC2,149$54.7K<0.01%-26013F-HRTimeline
Garton & Associates Financial Advisors …2,045$51.5K0.03%13F-HRTimeline
N.E.W. Advisory Services LLC2,022$50.9K<0.01%013F-HRTimeline
ORG Partners LLC1,742$43.9K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.1,719$43.3K<0.01%013F-HRTimeline
IFP Advisors, Inc1,700$42.8K<0.01%013F-HRTimeline
GAMMA Investing LLC1,500$37.8K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,202$30.3K<0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.1,006$25.3K<0.01%new13F-HRTimeline
FIRST HORIZON CORP1,000$25.2K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…977$24.6K<0.01%13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.933$23.5K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC913$23K<0.01%+18013F-HRTimeline
Towne Trust Company, N.A901$22.7K0.01%new13F-HRTimeline
Caldwell Trust Co816$20.5K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp800$20.1K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…750$18.9K<0.01%013F-HRTimelineGroup
Kennebec Savings Bank589$14.8K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC566$14.3K<0.01%+1113F-HRTimeline
MAI Capital Management492$12.4K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.453$11.4K<0.01%-37913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC293$7.38K<0.01%013F-HRTimelineGroup
SageView Advisory Group, LLC263$6.62K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC168$4.23K<0.01%new13F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC150$3.78K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…42$1.06K<0.01%13F-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.