XEVTX institutional holders

EATON VANCE TAX ADVT DIV INC · 13F, 2026Q2

Managers holding157
Shares held14,241,842
Reported value$393.8m
Quarter flows27 new, 62 added, 33 trimmed, 15 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
RAYMOND JAMES FINANCIAL INC1,020,608$28.3m0.0%
MORGAN STANLEY991,440$27.4m0.0%
1607 Capital Partners, LLC946,952$26.2m2.3%
UBS Group AG902,526$25.0m0.0%
BANK OF AMERICA CORP /DE/817,695$22.6m0.0%
McGowan Group Asset Management, Inc.777,149$21.5m2.6%
WELLS FARGO & COMPANY/MN763,634$21.1m0.0%
Joel Isaacson & Co., LLC727,304$20.1m0.6%
LPL Financial LLC538,364$14.9m0.0%
Stratos Wealth Partners, LTD.433,686$12.0m0.1%
Karpus Management, Inc.412,721$11.4m0.3%
GUGGENHEIM CAPITAL LLC375,585$10.4m0.1%
Kingstone Capital Partners Texas, LLC369,491$10.2m5.4%
OSAIC HOLDINGS, INC.314,076$8.7m0.0%
Private Advisor Group, LLC247,099$6.8m0.0%
AMERIPRISE FINANCIAL INC229,857$6.4m0.0%
Advisors Asset Management, Inc.218,584$6.1m0.1%
Rockefeller Capital Management L.P.208,410$5.8m0.0%
ROYAL BANK OF CANADA196,431$5.4m0.0%
Cetera Investment Advisers172,878$4.8m0.0%
Steward Partners Investment Advisory, LLC159,161$4.4m0.0%
FIRST TRUST ADVISORS LP156,281$4.3m0.0%
Cambridge Investment Research Advisors, Inc.152,388$4.2m0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC153,941$4.2m0.0%
&PARTNERS146,491$4.1m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("XEVTX"). XEVTX price history · All 13F data

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