BOSTON, MA
EATON VANCE TAX-ADVANTAGED DIVIDEND INCOME FUNDEVT— Latest position per institution from SEC 13F filings
15
Institutional holders
10.95M
Total shares held
268.63M
Estimated value
547.45K
Avg. position size
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
1.01M
Value
24.89M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
973.34K
Value
23.90M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
892.77K
Value
21.92M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
883.95K
Value
21.70M
Filed
Mar 31, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
841.58K
Value
20.66M
Filed
Mar 31, 2026
MCGOWAN GROUP ASSET MANAGEMENT, INC.
CIK 1633227
Shares
784.80K
Value
19.27M
Filed
Mar 31, 2026
JOEL ISAACSON & CO., LLC
CIK 1599330
Shares
731.95K
Value
17.97M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
728.62K
Value
17.89M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
523.14K
Value
12.84M
Filed
Mar 31, 2026
STRATOS WEALTH PARTNERS, LTD.
CIK 1612865
Shares
458.96K
Value
11.27M
Filed
Mar 31, 2026
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
416.38K
Value
10.22M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
396.50K
Value
9.73M
Filed
Mar 31, 2026
KINGSTONE CAPITAL PARTNERS TEXAS, LLC
CIK 2057208
Shares
341.63K
Value
8.39M
Filed
Mar 31, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
338.92K
Value
8.37M
Filed
Sep 30, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
313.71K
Value
7.75M
Filed
Sep 30, 2024
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
298.30K
Value
7.32M
Filed
Mar 31, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
268.38K
Value
6.59M
Filed
Mar 31, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
255.47K
Value
6.26M
Filed
Mar 31, 2026
POLAR ASSET MANAGEMENT PARTNERS INC.
CIK 1326389
Shares
247.12K
Value
6.04M
Filed
Sep 30, 2025
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
239.78K
Value
5.66M
Filed
Mar 31, 2024
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 720005 | 1.01M | 24.89M | Mar 31, 2026 |
| 2 | MORGAN STANLEY | 895421 | 973.34K | 23.90M | Mar 31, 2026 |
| 3 | UBS GROUP AG | 1610520 | 892.77K | 21.92M | Mar 31, 2026 |
| 4 | BANK OF AMERICA CORP /DE/ | 70858 | 883.95K | 21.70M | Mar 31, 2026 |
| 5 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 841.58K | 20.66M | Mar 31, 2026 |
| 6 | MCGOWAN GROUP ASSET MANAGEMENT, INC. | 1633227 | 784.80K | 19.27M | Mar 31, 2026 |
| 7 | JOEL ISAACSON & CO., LLC | 1599330 | 731.95K | 17.97M | Mar 31, 2026 |
| 8 | WELLS FARGO & COMPANY/MN | 72971 | 728.62K | 17.89M | Mar 31, 2026 |
| 9 | LPL FINANCIAL LLC | 1403438 | 523.14K | 12.84M | Mar 31, 2026 |
| 10 | STRATOS WEALTH PARTNERS, LTD. | 1612865 | 458.96K | 11.27M | Mar 31, 2026 |
| 11 | KARPUS MANAGEMENT, INC. | 1048703 | 416.38K | 10.22M | Mar 31, 2026 |
| 12 | GUGGENHEIM CAPITAL LLC | 1283072 | 396.50K | 9.73M | Mar 31, 2026 |
| 13 | KINGSTONE CAPITAL PARTNERS TEXAS, LLC | 2057208 | 341.63K | 8.39M | Mar 31, 2026 |
| 14 | RAYMOND JAMES & ASSOCIATES | 1084208 | 338.92K | 8.37M | Sep 30, 2024 |
| 15 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 313.71K | 7.75M | Sep 30, 2024 |
| 16 | OSAIC HOLDINGS, INC. | 1677044 | 298.30K | 7.32M | Mar 31, 2026 |
| 17 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 268.38K | 6.59M | Mar 31, 2026 |
| 18 | AMERIPRISE FINANCIAL INC | 820027 | 255.47K | 6.26M | Mar 31, 2026 |
| 19 | POLAR ASSET MANAGEMENT PARTNERS INC. | 1326389 | 247.12K | 6.04M | Sep 30, 2025 |
| 20 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 239.78K | 5.66M | Mar 31, 2024 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.