BOSTON, MA
EATON VANCE TAX-ADVANTAGED DIVIDEND INCOME FUNDEVT— Latest position per institution from SEC 13F filings
15
Institutional holders
11.01M
Total shares held
300.97M
Estimated value
550.39K
Avg. position size
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
1.02M
Value
28.25M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
991.44K
Value
27.44M
Filed
Jun 30, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
946.95K
Value
26.21M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
902.53K
Value
24.98M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
817.70K
Value
22.63M
Filed
Jun 30, 2026
MCGOWAN GROUP ASSET MANAGEMENT, INC.
CIK 1633227
Shares
777.15K
Value
21.51M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
763.63K
Value
21.14M
Filed
Jun 30, 2026
JOEL ISAACSON & CO., LLC
CIK 1599330
Shares
727.30K
Value
20.13M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
538.36K
Value
14.90M
Filed
Jun 30, 2026
STRATOS WEALTH PARTNERS, LTD.
CIK 1612865
Shares
433.69K
Value
12M
Filed
Jun 30, 2026
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
412.72K
Value
11.42M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
375.58K
Value
10.40M
Filed
Jun 30, 2026
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
CIK 2057208
Shares
369.49K
Value
10.23M
Filed
Jun 30, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
338.92K
Value
8.37M
Filed
Sep 30, 2024
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
314.08K
Value
8.69M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
313.71K
Value
7.75M
Filed
Sep 30, 2024
POLAR ASSET MANAGEMENT PARTNERS INC.
CIK 1326389
Shares
247.12K
Value
6.04M
Filed
Sep 30, 2025
PRIVATE ADVISOR GROUP, LLC
CIK 1567755
Shares
247.10K
Value
6.84M
Filed
Jun 30, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
239.78K
Value
5.66M
Filed
Mar 31, 2024
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
229.86K
Value
6.36M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 720005 | 1.02M | 28.25M | Jun 30, 2026 |
| 2 | MORGAN STANLEY | 895421 | 991.44K | 27.44M | Jun 30, 2026 |
| 3 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 946.95K | 26.21M | Jun 30, 2026 |
| 4 | UBS GROUP AG | 1610520 | 902.53K | 24.98M | Jun 30, 2026 |
| 5 | BANK OF AMERICA CORP /DE/ | 70858 | 817.70K | 22.63M | Jun 30, 2026 |
| 6 | MCGOWAN GROUP ASSET MANAGEMENT, INC. | 1633227 | 777.15K | 21.51M | Jun 30, 2026 |
| 7 | WELLS FARGO & COMPANY/MN | 72971 | 763.63K | 21.14M | Jun 30, 2026 |
| 8 | JOEL ISAACSON & CO., LLC | 1599330 | 727.30K | 20.13M | Jun 30, 2026 |
| 9 | LPL FINANCIAL LLC | 1403438 | 538.36K | 14.90M | Jun 30, 2026 |
| 10 | STRATOS WEALTH PARTNERS, LTD. | 1612865 | 433.69K | 12M | Jun 30, 2026 |
| 11 | KARPUS MANAGEMENT, INC. | 1048703 | 412.72K | 11.42M | Jun 30, 2026 |
| 12 | GUGGENHEIM CAPITAL LLC | 1283072 | 375.58K | 10.40M | Jun 30, 2026 |
| 13 | KINGSTONE CAPITAL PARTNERS TEXAS, LLC | 2057208 | 369.49K | 10.23M | Jun 30, 2026 |
| 14 | RAYMOND JAMES & ASSOCIATES | 1084208 | 338.92K | 8.37M | Sep 30, 2024 |
| 15 | OSAIC HOLDINGS, INC. | 1677044 | 314.08K | 8.69M | Jun 30, 2026 |
| 16 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 313.71K | 7.75M | Sep 30, 2024 |
| 17 | POLAR ASSET MANAGEMENT PARTNERS INC. | 1326389 | 247.12K | 6.04M | Sep 30, 2025 |
| 18 | PRIVATE ADVISOR GROUP, LLC | 1567755 | 247.10K | 6.84M | Jun 30, 2026 |
| 19 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 239.78K | 5.66M | Mar 31, 2024 |
| 20 | AMERIPRISE FINANCIAL INC | 820027 | 229.86K | 6.36M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.