Eaton Vance Tax-Adv DVDXEVTX
13F holders, Q1 2025 (March 31)134holders +4
13new positions
8sold out
1famous investor
$23.26avg. 13F price*
At the end of Q1 2025, 134 institutions reported holding Eaton Vance Tax-Adv DVD Inc. (XEVTX) in their 13F filings, up 4 from Q4 2024. 13 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($21.8M), UBS Group AG ($21.5M) and Bank of America Corp. ($21.2M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Eaton Vance Tax-Adv DVD Inc.
- CUSIP
- 27828G107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $5.2M |
| Exits | 8 | $6.0M |
All 13F filers, Q4 2024 → Q1 2025: 782,995 shares bought and 970,572 shares sold, net −187,577 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 134 holders
| Morgan Stanley | 0.00% | Add +7.0% | 937,933 | $21.8M |
| UBS Group AG | 0.00% | Reduce -6.0% | 925,304 | $21.5M |
| Bank of America Corp. | 0.00% | Add +3.4% | 909,904 | $21.2M |
| McGowan Group Asset Management, Inc. | 2.59% | Reduce -0.9% | 829,188 | $19.3M |
| Raymond James Financial Inc. | 0.01% | Add +4.8% | 707,832 | $16.5M |
| Joel Isaacson & Co., LLC | 0.72% | Reduce -2.5% | 683,265 | $15.9M |
| Wells Fargo & Company | 0.00% | Add +6.0% | 682,393 | $15.9M |
| Karpus Management, Inc. | 0.48% | Reduce -4.0% | 635,312 | $14.8M |
| 1607 Capital Partners, LLC | 1.03% | Reduce -6.0% | 551,772 | $12.8M |
| LPL Financial LLC | 0.00% | Add +8.4% | 427,680 | $10.0M |
| Guggenheim Capital LLC | 0.08% | Add +4.8% | 376,895 | $8.8M |
| Stratos Wealth Partners, LTD. | 0.12% | Reduce -6.7% | 340,309 | $7.9M |
| Kingstone Capital Partners Texas, LLC | 6.27% | Add +10.9% | 334,560 | $7.8M |
| Shaker Financial Services, LLC | 2.61% | Add +58.8% | 288,572 | $6.7M |
| Cornerstone Advisors, LLC | 0.29% | Reduce -45.7% | 287,195 | $6.7M |
| Ameriprise Financial Inc. | 0.00% | Add +6.0% | 278,198 | $6.5M |
| Advisors Asset Management, Inc. | 0.11% | Add +13.3% | 249,128 | $5.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +13.9% | 219,195 | $5.1M |
| Cohen & Steers, Inc. | 0.01% | Reduce -43.1% | 217,333 | $5.1M |
| Royal Bank of Canada | 0.00% | Reduce -4.3% | 211,404 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -7.7% | 211,016 | $4.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.2% | 197,542 | $4.6M |
| AQR Arbitrage LLC | 0.19% | Reduce -27.1% | 189,517 | $4.4M |
| Private Advisor Group, LLC | 0.03% | Add +2.2% | 178,040 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.5% | 172,920 | $4.0M |
| Formidable Asset Management, LLC | 0.58% | Reduce -3.4% | 148,841 | $3.5M |
| First Trust Advisors LP | 0.00% | Add +3.6% | 121,128 | $2.8M |
| Cetera Investment Advisers | 0.01% | Add +14.4% | 120,034 | $2.8M |
| Accel Wealth Management | 0.93% | Reduce -5.0% | 110,043 | $2.6M |
| Spire Wealth Management | 0.08% | Add +33.4% | 108,027 | $2.5M |
| Polar Asset Management Partners Inc. | 0.12% | New | 107,667 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +8.1% | 101,362 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -5.0% | 89,002 | $2.1M |
| MRA Advisory Group | 1.02% | Add +2.1% | 82,489 | $1.9M |
| 1776 Wealth LLC | 0.78% | No change | 73,209 | $1.7M |
| Wolverine Asset Management LLC | 0.11% | New | 63,725 | $1.5M |
| Prevail Innovative Wealth Advisors, LLC | 0.36% | Add +19.4% | 58,852 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +7.2% | 53,674 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +1.2% | 49,615 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +5.9% | 47,445 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +0.3% | 44,233 | $1.0M |
| Hollencrest Capital Management | 0.04% | No change | 37,855 | $881K |
| Mariner, LLC | 0.00% | Add +8.3% | 37,373 | $870K |
| Summit Investment Advisory Services, LLC | 0.42% | Add +0.4% | 36,562 | $851K |
| Founders Financial Alliance, LLC | 0.20% | Add +10.9% | 34,634 | $806K |
| Meridian Wealth Management, LLC | 0.04% | Add +18.9% | 33,792 | $786K |
| RFG Advisory, LLC | 0.02% | Reduce -10.5% | 33,059 | $769K |
| Sowell Financial Services LLC | 0.03% | Reduce -10.6% | 30,128 | $701K |
| Corient Private Wealth LP | 0.00% | Reduce -8.8% | 27,827 | $648K |
| Prospera Financial Services Inc | 0.01% | Add +89.0% | 27,803 | $647K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -6.9% | 26,077 | $607K |
| Focus Partners Wealth | 0.00% | Add +53.9% | 24,911 | $580K |
| Live Oak Private Wealth LLC | 0.09% | No change | 24,589 | $572K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -14.9% | 23,237 | $541K |
| Denver Wealth Management, Inc. | 0.25% | Reduce -0.7% | 23,181 | $539K |
| Silverlake Wealth Management LLC | 0.19% | No change | 21,769 | $507K |
| Creative Planning | 0.00% | Add +11.5% | 21,744 | $506K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.6% | 21,662 | $504K |
| Yukon Wealth Management, Inc. | 0.21% | — | 21,265 | $495K |
| Snowden Capital Advisors LLC | 0.02% | No change | 21,264 | $495K |
| Invesco Ltd. | 0.00% | Reduce -28.8% | 20,276 | $472K |
| Flputnam Investment Management Co. | 0.01% | No change | 20,000 | $465K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.4% | 19,699 | $458K |
| Avantax Advisory Services, Inc. | 0.00% | Add +32.7% | 19,301 | $449K |
| Baird Financial Group, Inc. | 0.00% | No change | 18,835 | $438K |
| MGB Wealth Management, LLC | 0.15% | Add +100.0% | 17,934 | $424K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.9% | 18,167 | $423K |
| Heritage Trust Co | 0.05% | No change | 17,900 | $417K |
| Richmond Investment Services, LLC | 0.22% | Add +0.3% | 17,277 | $402K |
| Wealth Alliance Advisory Group, LLC | 0.08% | No change | 17,037 | $396K |
| &partners | 0.00% | Add +6.9% | 16,004 | $371K |
| Insigneo Advisory Services, LLC | 0.04% | No change | 15,500 | $361K |
| Fiduciary Trust Co | 0.00% | No change | 15,457 | $360K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 14,676 | $342K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +2.0% | 14,593 | $340K |
| Kingsview Wealth Management, LLC | 0.01% | Add +3.6% | 14,095 | $328K |
| Calamos Advisors LLC | 0.00% | Reduce -3.9% | 14,025 | $326K |
| North Star Investment Management Corp. | 0.02% | Reduce -3.4% | 13,235 | $308K |
| Stonebridge Financial Planning Group, LLC | 0.14% | No change | 13,000 | $303K |
| Commons Capital, LLC | 0.26% | Add +4.5% | 12,331 | $287K |
| Virtu Financial LLC | 0.02% | New | 12,251 | $285K |
| AlphaCore Capital LLC | 0.02% | New | 12,165 | $283K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -11.0% | 11,648 | $271K |
| Xcel Wealth Management, LLC | 0.08% | Add +0.4% | 11,370 | $265K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -5.1% | 11,090 | $258K |
| Financial Security Advisor, Inc. | 0.06% | Add +10.0% | 11,000 | $256K |
| Hancock Whitney Corp. | 0.01% | No change | 10,663 | $248K |
| Dynamic Advisor Solutions LLC | 0.01% | No change | 10,415 | $242K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 10,031 | $233K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 10,000 | $233K |
| Johnson & White Wealth Management, LLC | 0.13% | Add +1.4% | 9,719 | $226K |
| Millennium Management | 0.00% | New | 9,462 | $220K |
| NorthStar Asset Management LLC | 0.14% | Reduce -2.6% | 9,407 | $219K |
| Allworth Financial LP | 0.00% | Add +71.3% | 9,873 | $218K |
| Dakota Wealth Management | 0.01% | No change | 9,340 | $217K |
| Cresset Asset Management, LLC | 0.00% | Add +2.1% | 9,069 | $211K |
| SMH Capital Advisors Inc. | 0.49% | Reduce -2.5% | 9,052 | $211K |
| Financial Advocates Investment Management | 0.01% | Add +1.0% | 8,637 | $201K |
| Comerica Bank | 0.00% | Add +6.3% | 8,451 | $197K |
| US Bancorp \de | 0.00% | No change | 8,200 | $191K |
"% of holder's portfolio" is XEVTX's weight in each manager's 13F, not the share of Eaton Vance Tax-Adv DVD Inc. the manager owns.