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Disclosery

XEVTX EATON VANCE TAX ADVT DIV INC

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COM (fund)

145 managers (145 13F filers) reported a position in XEVTX shares at 2026-03-31, 13,756,591 shares in all. 14 filers opened a position and 15 filers sold out during the quarter.

Managers
145
13F filers
145
New
14
Added
56
Reduced
37
Sold out
15
Shares held by filers
13,756,591

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC1,013,667$24.9M0.01%+11,01413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY973,340$23.9M<0.01%+26,39113F-HRTimelineGroup
UBS Group AGin group UBS Group AG892,770$21.9M<0.01%+54,07313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/883,948$21.7M<0.01%-32,43313F-HRTimelineGroup
1607 Capital Partners, LLC841,582$20.7M1.49%+51,46213F-HRTimeline
McGowan Group Asset Management, Inc.784,802$19.3M2.45%+1,20613F-HRTimeline
Joel Isaacson & Co., LLC731,946$18M0.6%-13,30113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN728,622$17.9M<0.01%+11,84513F-HR/ATimelineGroup
LPL Financial LLC523,142$12.8M<0.01%+17,17513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.458,958$11.3M0.13%+12,60713F-HRTimelineGroup
Karpus Management, Inc.416,375$10.2M0.32%-13,90113F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC396,498$9.73M0.08%+17,79113F-HRTimelineGroup
Kingstone Capital Partners Texas, LLC341,625$8.39M5.16%+32,49913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.298,298$7.32M0.01%+29,31013F-HRTimelineGroup
Advisors Asset Management, Inc.268,376$6.59M0.11%+2,81013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC255,468$6.26M<0.01%-105,15013F-HR/ATimelineGroup
Private Advisor Group, LLC213,798$5.25M0.02%+7,60413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…193,503$4.75M0.01%-12,59013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA189,544$4.65M<0.01%-34,03913F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP153,157$3.76M<0.01%+7,28013F-HRTimelineGroup
Steward Partners Investment Advisory, L…152,012$3.73M0.02%+56,74913F-HRTimeline
Cetera Investment Advisers150,896$3.7M<0.01%+25113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…146,211$3.58M0.01%-47,28913F-HRTimeline
&PARTNERS140,184$3.48M0.02%+6,07913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC127,491$3.13M<0.01%+7,93613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management121,608$2.99M0.1%+6,37113F-HRTimelineGroup
Formidable Asset Management, LLC113,692$2.86M0.44%-18,78513F-HRTimeline
LEGACY FINANCIAL INDEPENDENT ADVISORS L…90,783$2.23M1.16%13F-HRTimeline
MRA Advisory Group87,433$2.15M0.88%+1,01313F-HRTimeline
Sanctuary Advisors, LLC85,429$2.1M0.01%+43513F-HRTimeline
Accel Wealth Management82,631$2.03M0.53%-64913F-HRTimeline
PMG Family Office LLC81,461$2M2.23%+4,45013F-HRTimeline
1776 Wealth LLC76,286$1.87M0.74%013F-HRTimeline
Cambridge Investment Research Advisors,…75,763$1.86M<0.01%+73813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …69,983$1.72M<0.01%+28,43413F-HRTimelineGroup
Shaker Financial Services, LLC62,331$1.53M0.53%-108,98213F-HRTimeline
HighTower Advisors, LLC57,661$1.42M<0.01%+2,37113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…56,278$1.38M<0.01%+36,54313F-HRTimelineGroup
Janney Montgomery Scott LLC52,167$1.28M<0.01%+1,77613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP50,315$1.24M<0.01%-59,25313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP48,800$1.2M<0.01%-2,98513F-HRTimelineGroup
Meridian Wealth Management, LLC45,066$1.11M0.04%+26713F-HRTimeline
MML INVESTORS SERVICES, LLC44,481$1.09M<0.01%-2,99313F-HRTimeline
Mariner, LLCin group Mariner, LLC39,893$979K<0.01%-4,66913F-HRTimelineGroup
Founders Financial Alliance, LLC38,543$946K0.17%+2,30113F-HRTimeline
Samalin Investment Counsel, LLC36,697$901K0.32%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT35,450$870K0.03%-1,90513F-HRTimeline
Prospera Financial Services Inc34,148$838K0.01%+2,32513F-HRTimeline
Richmond Investment Services, LLC30,782$756K0.12%-2,67513F-HRTimeline
Creative Planningin group Creative Planning27,039$664K<0.01%+54013F-HRTimelineGroup
Sowell Financial Services LLC26,797$658K0.02%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.25,786$633K<0.01%-29913F-HRTimelineGroup
Cornerstone Wealth Management, LLC25,515$626K0.03%+73213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP27,138$623K<0.01%+30513F-HRTimelineGroup
Live Oak Private Wealth LLC24,589$604K0.08%013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.24,028$590K0.2%+2,09613F-HRTimeline
NewEdge Advisors, LLC22,732$558K<0.01%+6,68313F-HR/ATimeline
COMMONS CAPITAL, LLC22,562$554K0.46%+6,53413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,505$552K<0.01%013F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC21,769$534K0.11%013F-HRTimeline
Snowden Capital Advisors LLC21,650$532K0.01%-1,65013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth20,454$502K<0.01%+1,61913F-HRTimelineGroup
SHIKIAR ASSET MANAGEMENT INC20,000$491K0.14%013F-HRTimeline
Summit Investment Advisory Services, LLC19,590$481K0.18%+13413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC19,500$479K0.03%013F-HRTimeline
Prime Capital Investment Advisors, LLC19,493$479K0.01%-2,22313F-HRTimeline
JGP Wealth Management, LLC18,938$465K0.05%013F-HRTimeline
DAVENPORT & Co LLC18,599$457K<0.01%-30013F-HRTimeline
Kovack Advisors, Inc.17,135$425K0.02%013F-HRTimeline
AlphaCore Capital LLC16,925$416K0.01%+6113F-HRTimeline
Summit Financial, LLC16,744$411K0.01%-29013F-HRTimeline
Wealth Alliance Advisory Group, LLC16,637$408K0.06%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,183$397K<0.01%+3,36113F-HRTimelineGroup
Heritage Trust Co15,875$390K0.04%013F-HRTimeline
Sound Income Strategies, LLC15,026$373K0.02%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co15,047$369K<0.01%-41013F-HRTimelineGroup
Independent Advisor Alliance14,195$348K<0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC13,712$337K<0.01%-16113F-HRTimelineGroup
Johnson & White Wealth Management, LLC13,520$332K0.14%-43313F-HRTimeline
World Investment Advisors13,156$323K0.01%+913F-HRTimeline
Stonebridge Financial Planning Group, L…13,000$319K0.12%013F-HRTimeline
Abel Hall, LLC13,000$319K0.07%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,897$317K<0.01%+75913F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,672$311K<0.01%+8413F-HRTimelineGroup
Financial Security Advisor, Inc.12,500$307K0.06%+24513F-HRTimeline
North Star Investment Management Corp.12,333$303K0.02%+2413F-HRTimeline
CWM, LLCin group CWM, LLC12,102$297K<0.01%+19013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding11,974$294K-5,528Timeline
Calamos Advisors LLCin group Calamos Advisors LLC11,920$293K<0.01%-8,83713F-HRTimelineGroup
RFG Advisory, LLC11,764$289K0.01%-4,98313F-HRTimeline
WEDBUSH SECURITIES INC11,732$288K0.01%+2,45613F-HRTimeline
Simplicity Wealth,LLC11,468$282K0.02%013F-HRTimeline
HBK Sorce Advisory LLC10,650$280K0.01%new13F-HRTimeline
HANCOCK WHITNEY CORP10,663$280K<0.01%-86613F-HRTimeline
Kingsview Wealth Management, LLC11,349$279K<0.01%013F-HRTimeline
Dynamic Advisor Solutions LLC10,765$264K0.01%-10013F-HRTimeline
Harbour Wealth Management Group, Inc.10,060$247K0.19%-6013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…10,000$246K<0.01%013F-HRTimeline
Cresset Asset Management, LLC9,835$241K<0.01%+19013F-HRTimeline
NorthStar Asset Management LLC /NJ/9,342$229K0.11%+38513F-HRTimeline
COOPER/HAIMS ADVISORS, LLC9,144$224K0.11%013F-HRTimeline
Dakota Wealth Management9,005$221K<0.01%013F-HR/ATimeline
SMH CAPITAL ADVISORS INC8,993$221K0.62%-2613F-HR/ATimeline
VISTA INVESTMENT PARTNERS II, LLC8,496$209K0.09%013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL8,373$206K<0.01%new13F-HRTimeline
Allworth Financial LP8,263$203K<0.01%-1,60013F-HRTimeline
Axiom Investment Management LLC8,094$199K0.15%13F-HRTimeline
PRIVATE TRUST CO NA5,236$129K0.01%+3313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,198$128K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.4,850$119K0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.3,640$89.4K0.09%+7013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,450$84.7K<0.01%013F-HRTimeline
Investors Research Corp3,145$77.2K0.01%013F-HRTimeline
CoreCap Advisors, LLC3,124$76.7K<0.01%-1,00513F-HRTimeline
Noble Wealth Management PBC3,045$74.8K0.04%new13F-HRTimeline
N.E.W. Advisory Services LLC3,022$74.2K0.01%+1,00013F-HRTimeline
Bank & Trust Co2,729$67K0.05%013F-HRTimeline
Parvin Asset Management, LLC2,350$57.7K0.04%013F-HRTimeline
Salomon & Ludwin, LLC2,149$52.6K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,047$50.3K<0.01%new13F-HRTimelineGroup
BOK Financial Private Wealth, Inc.1,719$42.2K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,587$39K0.01%-5,67313F-HRTimeline
IFP Advisors, Inc1,500$36.8K<0.01%-20013F-HRTimeline
GAMMA Investing LLC1,500$36.8K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…996$24.5K<0.01%+1913F-HRTimeline
Farther Finance Advisors, LLC916$22.7K<0.01%+313F-HRTimeline
Towne Trust Company, N.A901$22.1K0.01%013F-HRTimeline
Caldwell Trust Co816$20K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp800$19.6K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…700$17.2K<0.01%-5013F-HR/ATimelineGroup
ARMSTRONG ADVISORY GROUP, INC577$14.2K<0.01%+1113F-HRTimeline
Community Financial Services Group, LLC500$12.4K<0.01%new13F-HRTimeline
Kilter Group LLC500$12.3K0.01%new13F-HRTimeline
MAI Capital Management492$12.1K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC425$10.4K0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.417$10.2K<0.01%-3613F-HRTimeline
Advisory Services Network, LLC300$7.37K<0.01%new13F-HRTimeline
Rossby Financial, LCC213$5.28K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\204$5.01K<0.01%new13F-HRTimelineGroup
Kennebec Savings Bank196$4.81K<0.01%-39313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC168$4.12K<0.01%013F-HRTimelineGroup
Gunpowder Capital Management, LLC dba O…42$1.05K<0.01%013F-HRTimeline
PlanVest Financial, Inc7$187<0.01%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1$13<0.01%new13F-HRTimelineGroup
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.