Eaton Vance Tax-Adv DVDXEVTX
13F holders, Q3 2025 (September 30)142holders −2
12new positions
13sold out
1famous investor
$24.44avg. 13F price*
At the end of Q3 2025, 142 institutions reported holding Eaton Vance Tax-Adv DVD Inc. (XEVTX) in their 13F filings, down 2 from Q2 2025. 12 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($23.0M), Bank of America Corp. ($22.9M) and Raymond James Financial Inc. ($21.7M). One famous investor held it Cliff Asness (0.0% of AQR Capital 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $1.8M |
| Exits | 13 | $3.7M |
All 13F filers, Q2 2025 → Q3 2025: 630,439 shares bought and 615,504 shares sold, net +14,935 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 142 holders
| Morgan Stanley | 0.00% | Add +1.1% | 940,836 | $23.0M |
| Bank of America Corp. | 0.00% | Add +0.8% | 935,243 | $22.9M |
| Raymond James Financial Inc. | 0.01% | Add +6.9% | 886,731 | $21.7M |
| UBS Group AG | 0.00% | Reduce -1.9% | 867,392 | $21.2M |
| 1607 Capital Partners, LLC | 1.47% | Add +6.2% | 797,020 | $19.5M |
| McGowan Group Asset Management, Inc. | 2.41% | Reduce -5.5% | 787,656 | $19.3M |
| Wells Fargo & Company | 0.00% | Add +0.8% | 680,385 | $16.6M |
| Joel Isaacson & Co., LLC | 0.56% | Reduce -4.4% | 629,773 | $15.4M |
| Karpus Management, Inc. | 0.47% | Reduce -2.6% | 612,942 | $15.0M |
| LPL Financial LLC | 0.00% | Add +6.7% | 463,441 | $11.3M |
| Stratos Wealth Partners, LTD. | 0.13% | Add +27.9% | 438,244 | $10.7M |
| Guggenheim Capital LLC | 0.07% | Add +5.5% | 377,402 | $9.2M |
| Ameriprise Financial Inc. | 0.00% | Add +12.3% | 349,627 | $8.5M |
| Kingstone Capital Partners Texas, LLC | 4.30% | Add +0.9% | 303,282 | $7.4M |
| Advisors Asset Management, Inc. | 0.11% | Add +1.6% | 255,882 | $6.3M |
| Polar Asset Management Partners Inc. | 0.18% | Add +2.0% | 247,116 | $6.0M |
| Osaic Holdings, Inc. | 0.01% | Add +6.0% | 240,749 | $5.9M |
| Royal Bank of Canada | 0.00% | Add +3.0% | 217,863 | $5.3M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -3.8% | 209,169 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.2% | 203,769 | $5.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.5% | 194,432 | $4.8M |
| Private Advisor Group, LLC | 0.02% | Add +4.6% | 185,724 | $4.5M |
| Cetera Investment Advisers | 0.00% | Add +20.1% | 148,920 | $3.6M |
| First Trust Advisors LP | 0.00% | Add +12.2% | 139,380 | $3.4M |
| Formidable Asset Management, LLC | 0.53% | Reduce -6.6% | 138,984 | $3.3M |
| Spire Wealth Management | 0.10% | Add +7.6% | 121,775 | $3.0M |
| Two Sigma Investments, LP | 0.00% | Add +34.1% | 109,568 | $2.7M |
| Accel Wealth Management | 0.68% | Reduce -11.7% | 95,919 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.4% | 94,275 | $2.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +74.0% | 87,577 | $2.1M |
| Cornerstone Advisors, LLC | 0.07% | Reduce -53.6% | 85,710 | $2.1M |
| MRA Advisory Group | 0.90% | Reduce -0.9% | 84,622 | $2.1M |
| Prevail Innovative Wealth Advisors, LLC | 0.39% | Add +22.6% | 82,056 | $2.0M |
| Shaker Financial Services, LLC | 0.68% | Reduce -30.8% | 81,549 | $2.0M |
| PMG Family Office LLC | 2.13% | — | 77,890 | $1.9M |
| 1776 Wealth LLC | 0.71% | Add +4.2% | 75,650 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 70,684 | $1.7M |
| &partners | 0.01% | Add +47.9% | 62,692 | $1.5M |
| Stifel Financial Corp. | 0.00% | Reduce -2.4% | 54,464 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +9.3% | 52,880 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +3.9% | 51,841 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -0.2% | 47,805 | $1.2M |
| Cohen & Steers, Inc. | 0.00% | Reduce -61.3% | 45,413 | $1.1M |
| Mariner, LLC | 0.00% | Add +10.3% | 41,481 | $1.0M |
| Meridian Wealth Management, LLC | 0.04% | Add +7.6% | 41,413 | $1.0M |
| Hollencrest Capital Management | 0.03% | No change | 37,855 | $926K |
| Founders Financial Alliance, LLC | 0.16% | Add +1.6% | 35,667 | $872K |
| Richmond Investment Services, LLC | 0.16% | Add +0.4% | 34,810 | $851K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +5.0% | 31,002 | $758K |
| Prospera Financial Services Inc | 0.01% | Add +14.7% | 30,770 | $752K |
| Corient Private Wealth LP | 0.00% | Reduce -0.2% | 27,767 | $679K |
| Sowell Financial Services LLC | 0.03% | No change | 26,797 | $655K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +16.8% | 26,255 | $642K |
| Baird Financial Group, Inc. | 0.00% | Add +20.7% | 25,985 | $635K |
| Live Oak Private Wealth LLC | 0.08% | No change | 24,589 | $601K |
| RFG Advisory, LLC | 0.01% | Reduce -5.5% | 23,532 | $575K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -3.1% | 23,495 | $574K |
| Creative Planning | 0.00% | Reduce -6.6% | 23,097 | $565K |
| AQR Capital Management | 0.00% | No change | 22,505 | $550K |
| Denver Wealth Management, Inc. | 0.20% | Reduce -2.9% | 22,043 | $539K |
| Silverlake Wealth Management LLC | 0.13% | No change | 21,769 | $532K |
| Snowden Capital Advisors LLC | 0.01% | No change | 21,264 | $520K |
| Shikiar Asset Management Inc. | 0.14% | New | 20,000 | $489K |
| Insigneo Advisory Services, LLC | 0.03% | Add +25.8% | 19,500 | $477K |
| Summit Investment Advisory Services, LLC | 0.19% | Reduce -38.7% | 19,497 | $477K |
| DAVENPORT & Co LLC | 0.00% | No change | 18,899 | $462K |
| Summit Financial, LLC | 0.01% | No change | 18,740 | $458K |
| Focus Partners Wealth | 0.00% | No change | 16,862 | $412K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -44.0% | 16,710 | $409K |
| Wealth Alliance Advisory Group, LLC | 0.07% | Reduce -2.4% | 16,637 | $407K |
| Heritage Trust Co | 0.04% | Add +6.6% | 15,875 | $388K |
| Calamos Advisors LLC | 0.00% | Add +21.7% | 15,708 | $384K |
| Fiduciary Trust Co | 0.00% | No change | 15,457 | $378K |
| Invesco Ltd. | 0.00% | Reduce -26.3% | 14,972 | $366K |
| Johnson & White Wealth Management, LLC | 0.16% | Reduce -0.1% | 14,344 | $351K |
| NewEdge Advisors, LLC | 0.00% | Add +0.0% | 14,335 | $350K |
| Commons Capital, LLC | 0.23% | Add +14.5% | 14,229 | $348K |
| AlphaCore Capital LLC | 0.01% | Add +2.0% | 13,580 | $332K |
| Stonebridge Financial Planning Group, LLC | 0.12% | Reduce -3.0% | 13,000 | $318K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.6% | 12,832 | $314K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 12,751 | $312K |
| Susquehanna International Group, LLP | 0.00% | New | 12,567 | $307K |
| Cwm, LLC | 0.00% | Add +100.7% | 12,485 | $305K |
| North Star Investment Management Corp. | 0.02% | Add +0.2% | 12,284 | $300K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +5.9% | 12,191 | $298K |
| Envestnet Asset Management Inc. | 0.00% | Add +5.0% | 12,146 | $297K |
| Financial Security Advisor, Inc. | 0.06% | No change | 12,000 | $293K |
| Allworth Financial LP | 0.00% | Add +21.6% | 11,993 | $293K |
| Cerity Partners LLC | 0.00% | New | 11,858 | $290K |
| MGB Wealth Management, LLC | 0.08% | No change | 11,467 | $280K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -0.5% | 10,840 | $265K |
| Hancock Whitney Corp. | 0.00% | No change | 10,663 | $261K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -25.2% | 10,555 | $258K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 10,000 | $245K |
| World Investment Advisors | 0.00% | New | 9,689 | $237K |
| Cresset Asset Management, LLC | 0.00% | Add +2.0% | 9,454 | $231K |
| Dakota Wealth Management | 0.00% | No change | 9,340 | $228K |
| Wedbush Securities Inc. | 0.01% | New | 9,269 | $227K |
| Comerica Bank | 0.00% | Add +9.9% | 9,140 | $223K |
| SMH Capital Advisors Inc. | 0.45% | Add +1.3% | 8,999 | $222K |
"% 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.