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EVT

Eaton Vance Tax-Advantaged Dividend Income Fund
1W: -1.5% 1M: -2.9% 3M: +1.7% YTD: +11.3% 1Y: +16.2% 3Y: +58.7% 5Y: +40.3%
$27.78
-0.05 (-0.18%)
 
Weekly Expected Move ±1.8%
$27 $27 $28 $28 $29
ETF NYSE · AUM $2.1B
Overview Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Weather

Institutional Ownership — EVT

172
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
390M
Total Invested
28
New Positions
62
Increased
47
Reduced
14
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (184 total)

# Holder Shares Value Change Change % Holding Period Filing
1 RAYMOND JAMES FINANCIAL INC 1,020,608 $28M +6,941 +0.7% 7Q SEC ↗
2 MORGAN STANLEY 991,440 $28M +18,100 +1.9% 60Q SEC ↗
3 1607 Capital Partners, LLC 946,952 $26M +105,370 +12.5% 10Q SEC ↗
4 UBS Group AG 902,526 $25M +9,756 +1.1% 47Q SEC ↗
5 BANK OF AMERICA CORP /DE 817,695 $23M -66,253 -7.5% 15Q SEC ↗
6 McGowan Group Asset Management, Inc. 777,149 $22M -7,653 -1.0% 25Q SEC ↗
7 WELLS FARGO & COMPANY/MN 763,634 $21M +35,012 +4.8% 91Q SEC ↗
8 Joel Isaacson & Co., LLC 727,304 $20M -4,642 -0.6% 55Q SEC ↗
9 LPL Financial LLC 538,364 $15M +15,222 +2.9% 61Q SEC ↗
10 Stratos Wealth Partners, LTD. 433,686 $12M -25,272 -5.5% 47Q SEC ↗
11 Karpus Management, Inc. 412,721 $11M -3,654 -0.9% 15Q SEC ↗
12 GUGGENHEIM CAPITAL LLC 375,585 $10M -20,913 -5.3% 64Q SEC ↗
13 Kingstone Capital Partners Texas, LLC 369,491 $10M +27,866 +8.2% 7Q SEC ↗
14 OSAIC HOLDINGS, INC. 314,076 $9M +15,778 +5.3% 26Q SEC ↗
15 Private Advisor Group, LLC 247,099 $7M +33,301 +15.6% 44Q SEC ↗
16 AMERIPRISE FINANCIAL INC 229,857 $6M -25,611 -10.0% 16Q SEC ↗
17 Advisors Asset Management, Inc. 218,584 $6M -49,792 -18.6% 24Q SEC ↗
18 Rockefeller Capital Management L.P. 208,410 $6M +14,907 +7.7% 28Q SEC ↗
19 ROYAL BANK OF CANADA 196,431 $5M +6,887 +3.6% 67Q SEC ↗
20 Cetera Investment Advisers 172,878 $5M +21,982 +14.6% 10Q SEC ↗
21 Steward Partners Investment Advisory, 159,161 $4M +7,149 +4.7% 39Q SEC ↗
22 FIRST TRUST ADVISORS LP 156,281 $4M +3,124 +2.0% 64Q SEC ↗
23 WEALTH ENHANCEMENT ADVISORY SERVICES, 153,941 $4M +7,730 +5.3% 12Q SEC ↗
24 &PARTNERS 146,491 $4M +6,307 +4.5% 8Q SEC ↗
25 LEGACY FINANCIAL INDEPENDENT ADVISORS 128,835 $4M +38,052 +41.9% 2Q SEC ↗
26 COMMONWEALTH EQUITY SERVICES, LLC 120,199 $3M -7,292 -5.7% 35Q SEC ↗
27 NewEdge Advisors, LLC 120,137 $3M +97,405 +428.5% 15Q SEC ↗
28 Spire Wealth Management 115,599 $3M -6,009 -4.9% 7Q SEC ↗
29 Formidable Asset Management, LLC 112,161 $3M -1,531 -1.3% 26Q SEC ↗
30 Allspring Global Investments Holdings, 98,412 $3M +28,429 +40.6% 8Q SEC ↗
31 Sanctuary Advisors, LLC 93,032 $3M +7,603 +8.9% 9Q SEC ↗
32 MRA Advisory Group 89,137 $2M +1,704 +1.9% 23Q SEC ↗
33 PMG Family Office LLC 82,310 $2M +849 +1.0% 4Q SEC ↗
34 1776 Wealth LLC 76,286 $2M — +0.0% 11Q SEC ↗
35 Cambridge Investment Research Advisors 76,194 $2M +431 +0.6% 37Q SEC ↗
36 Accel Wealth Management 74,654 $2M -7,977 -9.7% 23Q SEC ↗
37 HighTower Advisors, LLC 71,694 $2M +14,033 +24.3% 37Q SEC ↗
38 Samalin Investment Counsel, LLC 64,791 $2M +28,094 +76.6% 2Q SEC ↗
39 Janney Montgomery Scott LLC 56,486 $2M +4,319 +8.3% 44Q SEC ↗
40 PNC Financial Services Group, Inc. 56,082 $2M -196 -0.3% 15Q SEC ↗
41 MML INVESTORS SERVICES, LLC 50,278 $1M +5,797 +13.0% 38Q SEC ↗
42 STIFEL FINANCIAL CORP 47,657 $1M -1,143 -2.3% 49Q SEC ↗
43 Meridian Wealth Management, LLC 46,138 $1M +1,072 +2.4% 9Q SEC ↗
44 Saba Capital Management, L.P. NEW 44,169 $1M — +0.0% 1Q SEC ↗
45 Founders Financial Alliance, LLC 40,261 $1M +1,718 +4.5% 16Q SEC ↗
46 Mariner, LLC 39,652 $1M -241 -0.6% 28Q SEC ↗
47 HOLLENCREST CAPITAL MANAGEMENT 35,450 $985K — +0.0% 15Q SEC ↗
48 Prospera Financial Services Inc 34,428 $956K +280 +0.8% 7Q SEC ↗
49 Creative Planning 30,567 $849K +3,528 +13.0% 11Q SEC ↗
50 Snowden Capital Advisors LLC 27,899 $775K +6,249 +28.9% 23Q SEC ↗

Recent Activity

New Positions (20)
HolderSharesValue
Saba Capital Management, L.P. 44,169 $1M
True North Advisors, LLC 27,000 $750K
Sequoia Financial Advisors, LLC 25,816 $717K
XTX Topco Ltd 25,631 $712K
Advisors Capital Management, LLC 15,228 $423K
Beacon Pointe Advisors, LLC 14,943 $415K
JANE STREET GROUP, LLC 14,549 $404K
MGO ONE SEVEN LLC 13,492 $375K
EP Wealth Advisors, LLC 13,217 $367K
STEVENS CAPITAL PARTNERS 13,000 $361K
CITADEL ADVISORS LLC 9,741 $271K
WOLVERINE ASSET MANAGEMENT LLC 8,873 $246K
Next Level Private LLC 8,288 $230K
COMMERCE BANK 8,000 $222K
HUNTER ASSOCIATES INVESTMENT MANAGE 7,550 $210K
SUSQUEHANNA INTERNATIONAL GROUP, LL 7,525 $209K
STEPHENS INC /AR 7,259 $202K
Institute for Wealth Management, LL 5,108 $142K
MERCER GLOBAL ADVISORS INC /ADV 4,000 $111K
Geneos Wealth Management Inc. 2,960 $82K
Sold Out (20)
HolderPrev SharesPrev Value
PREVAIL INNOVATIVE WEALTH ADVISORS, 88,666 $2M
Shaker Financial Services, LLC 62,331 $2M
TWO SIGMA INVESTMENTS, LP 50,315 $1M
Logan Stone Capital, LLC 29,218 $812K
Sound Income Strategies, LLC 15,026 $417K
Independent Advisor Alliance 14,195 $394K
Calamos Advisors LLC 11,920 $331K
RFG Advisory, LLC 11,764 $327K
Simplicity Wealth,LLC 11,468 $319K
COOPER/HAIMS ADVISORS, LLC 9,144 $254K
VAUGHAN DAVID INVESTMENTS LLC/IL 8,373 $233K
Xcel Wealth Management, LLC 8,120 $226K
Murphy, Middleton, Hinkle & Parker, 6,092 $169K
Kestra Advisory Services, LLC 5,598 $156K
FLAGSHIP HARBOR ADVISORS, LLC 3,274 $91K
Garton & Associates Financial Advis 2,045 $57K
OAKWORTH CAPITAL, INC. 1,006 $28K
FIRST HORIZON CORP 1,000 $28K
Towne Trust Company, N.A 901 $25K
MAI Capital Management 492 $14K
Biggest Increases (20)
HolderAddedChange %Total Shares
1607 Capital Partners, LLC +105,370 +12.5% 946,952
NewEdge Advisors, LLC +97,405 +428.5% 120,137
LEGACY FINANCIAL INDEPENDENT ADVISO +38,052 +41.9% 128,835
WELLS FARGO & COMPANY/MN +35,012 +4.8% 763,634
Private Advisor Group, LLC +33,301 +15.6% 247,099
Allspring Global Investments Holdin +28,429 +40.6% 98,412
Samalin Investment Counsel, LLC +28,094 +76.6% 64,791
Kingstone Capital Partners Texas, L +27,866 +8.2% 369,491
Cetera Investment Advisers +21,982 +14.6% 172,878
MORGAN STANLEY +18,100 +1.9% 991,440
OSAIC HOLDINGS, INC. +15,778 +5.3% 314,076
LPL Financial LLC +15,222 +2.9% 538,364
Rockefeller Capital Management L.P. +14,907 +7.7% 208,410
HighTower Advisors, LLC +14,033 +24.3% 71,694
UBS Group AG +9,756 +1.1% 902,526
WEALTH ENHANCEMENT ADVISORY SERVICE +7,730 +5.3% 153,941
Sanctuary Advisors, LLC +7,603 +8.9% 93,032
Focus Partners Wealth +7,163 +35.0% 27,617
Steward Partners Investment Advisor +7,149 +4.7% 159,161
RAYMOND JAMES FINANCIAL INC +6,941 +0.7% 1,020,608
Biggest Decreases (20)
HolderReducedChange %Total Shares
BANK OF AMERICA CORP /DE -66,253 -7.5% 817,695
Advisors Asset Management, Inc. -49,792 -18.6% 218,584
AMERIPRISE FINANCIAL INC -25,611 -10.0% 229,857
Stratos Wealth Partners, LTD. -25,272 -5.5% 433,686
GUGGENHEIM CAPITAL LLC -20,913 -5.3% 375,585
Richmond Investment Services, LLC -15,675 -50.9% 15,107
Accel Wealth Management -7,977 -9.7% 74,654
McGowan Group Asset Management, Inc -7,653 -1.0% 777,149
COMMONWEALTH EQUITY SERVICES, LLC -7,292 -5.7% 120,199
Spire Wealth Management -6,009 -4.9% 115,599
Kovack Advisors, Inc. -5,352 -31.2% 11,783
Joel Isaacson & Co., LLC -4,642 -0.6% 727,304
Karpus Management, Inc. -3,654 -0.9% 412,721
FIFTH THIRD BANCORP -2,039 -39.2% 3,159
N.E.W. Advisory Services LLC -2,004 -66.3% 1,018
NorthStar Asset Management LLC /NJ -1,944 -20.8% 7,398
World Investment Advisors -1,877 -14.3% 11,279
Ascentis Independent Advisors -1,742 -85.1% 305
Corient Private Wealth LP -1,700 -6.3% 25,438
Formidable Asset Management, LLC -1,531 -1.3% 112,161

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms