Eaton Vance Tax-Adv DVDXEVTX
13F holders, Q4 2025 (December 31)148holders +6
17new positions
16sold out
1famous investor
$25.19avg. 13F price*
At the end of Q4 2025, 148 institutions reported holding Eaton Vance Tax-Adv DVD Inc. (XEVTX) in their 13F filings, up 6 from Q3 2025. 17 opened new positions and 16 sold out. The largest holders were Raymond James Financial Inc. ($25.2M), Morgan Stanley ($23.8M) and Bank of America Corp. ($23.1M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $3.7M |
| Exits | 16 | $10.7M |
All 13F filers, Q3 2025 → Q4 2025: 851,948 shares bought and 829,037 shares sold, net +22,911 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 148 holders
| Raymond James Financial Inc. | 0.01% | Add +13.1% | 1,002,653 | $25.2M |
| Morgan Stanley | 0.00% | Add +0.7% | 946,949 | $23.8M |
| Bank of America Corp. | 0.00% | Reduce -2.0% | 916,381 | $23.1M |
| UBS Group AG | 0.00% | Reduce -3.3% | 838,697 | $21.1M |
| 1607 Capital Partners, LLC | 1.36% | Reduce -0.9% | 790,120 | $19.9M |
| McGowan Group Asset Management, Inc. | 2.47% | Reduce -0.5% | 783,596 | $19.7M |
| Joel Isaacson & Co., LLC | 0.62% | Add +18.3% | 745,247 | $18.8M |
| Wells Fargo & Company | 0.00% | Add +5.3% | 716,777 | $18.0M |
| LPL Financial LLC | 0.00% | Add +9.2% | 505,967 | $12.7M |
| Stratos Wealth Partners, LTD. | 0.13% | Add +1.9% | 446,351 | $11.2M |
| Karpus Management, Inc. | 0.33% | Reduce -29.8% | 430,276 | $10.8M |
| Guggenheim Capital LLC | 0.07% | Add +0.3% | 378,707 | $9.5M |
| Ameriprise Financial Inc. | 0.00% | Add +3.1% | 360,618 | $9.1M |
| Kingstone Capital Partners Texas, LLC | 4.54% | Add +1.9% | 309,126 | $7.8M |
| Osaic Holdings, Inc. | 0.01% | Add +11.7% | 268,988 | $6.8M |
| Advisors Asset Management, Inc. | 0.11% | Add +3.8% | 265,566 | $6.7M |
| Royal Bank of Canada | 0.00% | Add +2.6% | 223,583 | $5.6M |
| Private Advisor Group, LLC | 0.02% | Add +11.0% | 206,194 | $5.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.5% | 206,093 | $5.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.5% | 193,500 | $5.0M |
| Shaker Financial Services, LLC | 1.37% | Add +110.1% | 171,313 | $4.3M |
| Cetera Investment Advisers | 0.00% | Add +1.2% | 150,645 | $3.8M |
| First Trust Advisors LP | 0.00% | Add +4.7% | 145,877 | $3.7M |
| &partners | 0.02% | Add +113.9% | 134,105 | $3.4M |
| Formidable Asset Management, LLC | 0.47% | Reduce -4.7% | 132,477 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -41.3% | 119,555 | $3.0M |
| Spire Wealth Management | 0.10% | Reduce -5.4% | 115,237 | $2.9M |
| Two Sigma Investments, LP | 0.00% | No change | 109,568 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.1% | 95,263 | $2.4M |
| Prevail Innovative Wealth Advisors, LLC | 0.40% | Add +8.1% | 88,666 | $2.2M |
| MRA Advisory Group | 0.91% | Add +2.1% | 86,420 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -3.0% | 84,994 | $2.1M |
| Accel Wealth Management | 0.57% | Reduce -13.2% | 83,280 | $2.1M |
| PMG Family Office LLC | 2.24% | Reduce -1.1% | 77,011 | $1.9M |
| 1776 Wealth LLC | 0.72% | Add +0.8% | 76,286 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +6.1% | 75,025 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +6.7% | 55,290 | $1.4M |
| Wolverine Asset Management LLC | 0.08% | Add +729.1% | 52,209 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -4.9% | 51,785 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.7% | 50,391 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -0.7% | 47,474 | $1.2M |
| Meridian Wealth Management, LLC | 0.04% | Add +8.2% | 44,799 | $1.1M |
| Mariner, LLC | 0.00% | Add +7.4% | 44,562 | $1.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +34.0% | 41,549 | $1.0M |
| Hollencrest Capital Management | 0.03% | Reduce -1.3% | 37,355 | $941K |
| Founders Financial Alliance, LLC | 0.17% | Add +1.6% | 36,242 | $913K |
| Richmond Investment Services, LLC | 0.15% | Reduce -3.9% | 33,457 | $842K |
| Prospera Financial Services Inc | 0.01% | Add +3.4% | 31,823 | $801K |
| Logan Stone Capital, LLC | 0.18% | New | 29,218 | $736K |
| Corient Private Wealth LP | 0.00% | Reduce -3.4% | 26,833 | $676K |
| Sowell Financial Services LLC | 0.02% | No change | 26,797 | $675K |
| Creative Planning | 0.00% | Add +14.7% | 26,499 | $667K |
| Baird Financial Group, Inc. | 0.00% | Add +0.4% | 26,085 | $657K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -5.6% | 24,783 | $624K |
| Live Oak Private Wealth LLC | 0.08% | No change | 24,589 | $619K |
| Snowden Capital Advisors LLC | 0.02% | Add +9.6% | 23,300 | $587K |
| AQR Capital Management | 0.00% | No change | 22,505 | $567K |
| Denver Wealth Management, Inc. | 0.20% | Reduce -0.5% | 21,932 | $552K |
| Silverlake Wealth Management LLC | 0.12% | No change | 21,769 | $548K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -7.6% | 21,716 | $547K |
| Calamos Advisors LLC | 0.00% | Add +32.1% | 20,757 | $523K |
| Shikiar Asset Management Inc. | 0.14% | No change | 20,000 | $504K |
| PNC Financial Services Group, Inc. | 0.00% | Add +54.8% | 19,735 | $497K |
| Insigneo Advisory Services, LLC | 0.04% | No change | 19,500 | $491K |
| Summit Investment Advisory Services, LLC | 0.18% | Reduce -0.2% | 19,456 | $490K |
| JGP Wealth Management, LLC | 0.05% | New | 18,938 | $477K |
| DAVENPORT & Co LLC | 0.00% | No change | 18,899 | $476K |
| Focus Partners Wealth | 0.00% | Add +11.7% | 18,835 | $474K |
| Kovack Advisors, Inc. | 0.02% | New | 17,135 | $431K |
| Summit Financial, LLC | 0.01% | Reduce -9.1% | 17,034 | $429K |
| AlphaCore Capital LLC | 0.01% | Add +24.2% | 16,864 | $425K |
| RFG Advisory, LLC | 0.01% | Reduce -28.8% | 16,747 | $422K |
| Wealth Alliance Advisory Group, LLC | 0.07% | No change | 16,637 | $419K |
| NewEdge Advisors, LLC | 0.00% | Add +12.0% | 16,049 | $404K |
| Commons Capital, LLC | 0.28% | Add +12.6% | 16,028 | $404K |
| Heritage Trust Co | 0.04% | No change | 15,875 | $400K |
| Fiduciary Trust Co | 0.00% | No change | 15,457 | $389K |
| Sound Income Strategies, LLC | 0.02% | Add +4942.3% | 15,026 | $381K |
| Johnson & White Wealth Management, LLC | 0.15% | Reduce -2.7% | 13,953 | $351K |
| Cerity Partners LLC | 0.00% | Add +17.0% | 13,873 | $349K |
| Jane Street Group, LLC | 0.00% | New | 13,513 | $340K |
| World Investment Advisors | 0.01% | Add +35.7% | 13,147 | $331K |
| Stonebridge Financial Planning Group, LLC | 0.12% | No change | 13,000 | $327K |
| Abel Hall, LLC | 0.08% | New | 13,000 | $327K |
| Envestnet Asset Management Inc. | 0.00% | Add +5.6% | 12,822 | $323K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -24.7% | 12,588 | $317K |
| North Star Investment Management Corp. | 0.02% | Add +0.2% | 12,309 | $310K |
| Financial Security Advisor, Inc. | 0.06% | Add +2.1% | 12,255 | $309K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.15% | New | 6,092 | $307K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -0.4% | 12,138 | $306K |
| Cwm, LLC | 0.00% | Reduce -4.6% | 11,912 | $300K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -7.2% | 11,904 | $300K |
| Hancock Whitney Corp. | 0.01% | Add +8.1% | 11,529 | $290K |
| Simplicity Wealth,LLC | 0.02% | New | 11,468 | $289K |
| MGB Wealth Management, LLC | 0.08% | No change | 11,467 | $289K |
| Kingsview Wealth Management, LLC | 0.00% | Add +7.5% | 11,349 | $286K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.2% | 10,865 | $274K |
| Harbour Wealth Management Group, Inc. | 0.20% | — | 10,120 | $255K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 10,000 | $252K |
| Allworth Financial LP | 0.00% | Reduce -17.8% | 9,863 | $248K |
| Cresset Asset Management, LLC | 0.00% | Add +2.0% | 9,645 | $243K |
| Wedbush Securities Inc. | 0.01% | Add +0.1% | 9,276 | $234K |
| Cooper/Haims Advisors, LLC | 0.10% | New | 9,144 | $230K |
| SMH Capital Advisors Inc. | 0.46% | Add +0.2% | 9,019 | $227K |
| Dakota Wealth Management | 0.00% | Reduce -3.6% | 9,005 | $227K |
| NorthStar Asset Management LLC | 0.10% | Reduce -1.0% | 8,957 | $226K |
| Vista Investment Partners Ii, LLC | 0.09% | No change | 8,496 | $214K |
| Xcel Wealth Management, LLC | 0.05% | Reduce -3.6% | 8,120 | $204K |
| Next Level Private LLC | 0.05% | New | 7,980 | $201K |
| Blue Bell Private Wealth Management, LLC | 0.03% | Add +131.9% | 7,260 | $183K |
| Kestra Advisory Services, LLC | 0.00% | New | 5,598 | $141K |
| Private Trust Co. NA | 0.01% | Add +0.7% | 5,203 | $131K |
| Comerica Bank | 0.00% | Reduce -43.1% | 5,198 | $131K |
| Lanark Financial, Inc. | 0.01% | No change | 4,850 | $122K |
| CoreCap Advisors, LLC | 0.00% | No change | 4,129 | $104K |
| Birchwood Financial Partners, Inc. | 0.09% | — | 3,570 | $90K |
| Harbour Investments, Inc. | 0.00% | No change | 3,450 | $87K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 3,274 | $82K |
| Investors Research Corp | 0.01% | No change | 3,145 | $79K |
| Bank & Trust Co | 0.05% | No change | 2,729 | $69K |
| Parvin Asset Management, LLC | 0.05% | No change | 2,350 | $59K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -10.8% | 2,149 | $55K |
| Garton & Associates Financial Advisors LLC | 0.03% | — | 2,045 | $51K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 2,022 | $51K |
| ORG Partners LLC | 0.01% | No change | 1,742 | $44K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 1,719 | $43K |
| IFP Advisors, Inc | 0.00% | No change | 1,700 | $43K |
| GAMMA Investing LLC | 0.00% | No change | 1,500 | $38K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,202 | $30K |
| Oakworth Capital, Inc. | 0.00% | New | 1,006 | $25K |
| First Horizon Corp. | 0.00% | New | 1,000 | $25K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 977 | $25K |
| Maryland Capital Advisors Inc. | 0.01% | New | 933 | $23K |
| Farther Finance Advisors, LLC | 0.00% | Add +24.6% | 913 | $23K |
| Towne Trust Company, N.A | 0.01% | New | 901 | $23K |
| Caldwell Trust Co | 0.00% | No change | 816 | $21K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 800 | $20K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 750 | $19K |
| Kennebec Savings Bank | 0.01% | No change | 589 | $15K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +2.0% | 566 | $14K |
| MAI Capital Management | 0.00% | No change | 492 | $12K |
| Vermillion Wealth Management, Inc. | 0.00% | Reduce -45.5% | 453 | $11K |
| St Germain D J Co. Inc. | 0.00% | No change | 293 | $7K |
| SageView Advisory Group, LLC | 0.00% | New | 263 | $7K |
| Assetmark, Inc. | 0.00% | New | 168 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 150 | $4K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | — | 42 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 2 | $0 |
"% 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.