Eaton Vance Tax-Adv DVDXEVTX
13F holders, Q1 2026 (March 31)145holders −3
14new positions
15sold out
1famous investor
$24.56avg. 13F price*
At the end of Q1 2026, 145 institutions reported holding Eaton Vance Tax-Adv DVD Inc. (XEVTX) in their 13F filings, down 3 from Q4 2025. 14 opened new positions and 15 sold out. The largest holders were Raymond James Financial Inc. ($24.9M), Morgan Stanley ($23.9M) and UBS Group AG ($21.9M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $2.0M |
| Exits | 15 | $5.7M |
All 13F filers, Q4 2025 → Q1 2026: 551,067 shares bought and 710,621 shares sold, net −159,554 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 145 holders
| Raymond James Financial Inc. | 0.01% | Add +1.1% | 1,013,667 | $24.9M |
| Morgan Stanley | 0.00% | Add +2.8% | 973,340 | $23.9M |
| UBS Group AG | 0.00% | Add +6.5% | 892,770 | $21.9M |
| Bank of America Corp. | 0.00% | Reduce -3.5% | 883,948 | $21.7M |
| 1607 Capital Partners, LLC | 1.49% | Add +6.5% | 841,582 | $20.7M |
| McGowan Group Asset Management, Inc. | 2.45% | Add +0.1% | 784,802 | $19.3M |
| Joel Isaacson & Co., LLC | 0.60% | Reduce -1.8% | 731,946 | $18.0M |
| Wells Fargo & Company | 0.00% | Add +1.6% | 728,622 | $17.9M |
| LPL Financial LLC | 0.00% | Add +3.4% | 523,142 | $12.8M |
| Stratos Wealth Partners, LTD. | 0.13% | Add +2.8% | 458,958 | $11.3M |
| Karpus Management, Inc. | 0.32% | Reduce -3.2% | 416,375 | $10.2M |
| Guggenheim Capital LLC | 0.08% | Add +4.7% | 396,498 | $9.7M |
| Kingstone Capital Partners Texas, LLC | 5.16% | Add +10.5% | 341,625 | $8.4M |
| Osaic Holdings, Inc. | 0.01% | Add +10.9% | 298,298 | $7.3M |
| Advisors Asset Management, Inc. | 0.11% | Add +1.1% | 268,376 | $6.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -29.2% | 255,468 | $6.3M |
| Private Advisor Group, LLC | 0.02% | Add +3.7% | 213,798 | $5.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -6.1% | 193,503 | $4.8M |
| Royal Bank of Canada | 0.00% | Reduce -15.2% | 189,544 | $4.7M |
| First Trust Advisors LP | 0.00% | Add +5.0% | 153,157 | $3.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +59.6% | 152,012 | $3.7M |
| Cetera Investment Advisers | 0.00% | Add +0.2% | 150,896 | $3.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -24.4% | 146,211 | $3.6M |
| &partners | 0.02% | Add +4.5% | 140,184 | $3.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.6% | 127,491 | $3.1M |
| Spire Wealth Management | 0.10% | Add +5.5% | 121,608 | $3.0M |
| Formidable Asset Management, LLC | 0.44% | Reduce -14.2% | 113,692 | $2.9M |
| Legacy Financial Independent Advisors LLC | 1.16% | — | 90,783 | $2.2M |
| MRA Advisory Group | 0.88% | Add +1.2% | 87,433 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.5% | 85,429 | $2.1M |
| Accel Wealth Management | 0.53% | Reduce -0.8% | 82,631 | $2.0M |
| PMG Family Office LLC | 2.23% | Add +5.8% | 81,461 | $2.0M |
| 1776 Wealth LLC | 0.74% | No change | 76,286 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.0% | 75,763 | $1.9M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +68.4% | 69,983 | $1.7M |
| Shaker Financial Services, LLC | 0.53% | Reduce -63.6% | 62,331 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +4.3% | 57,661 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +185.2% | 56,278 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +3.5% | 52,167 | $1.3M |
| Two Sigma Investments, LP | 0.00% | Reduce -54.1% | 50,315 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -5.8% | 48,800 | $1.2M |
| Meridian Wealth Management, LLC | 0.04% | Add +0.6% | 45,066 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -6.3% | 44,481 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -10.5% | 39,893 | $979K |
| Founders Financial Alliance, LLC | 0.17% | Add +6.3% | 38,543 | $946K |
| Samalin Investment Counsel, LLC | 0.32% | New | 36,697 | $901K |
| Hollencrest Capital Management | 0.03% | Reduce -5.1% | 35,450 | $870K |
| Prospera Financial Services Inc | 0.01% | Add +7.3% | 34,148 | $838K |
| Richmond Investment Services, LLC | 0.12% | Reduce -8.0% | 30,782 | $756K |
| Creative Planning | 0.00% | Add +2.0% | 27,039 | $664K |
| Sowell Financial Services LLC | 0.02% | No change | 26,797 | $658K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.1% | 25,786 | $633K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +3.0% | 25,515 | $626K |
| Corient Private Wealth LP | 0.00% | Add +1.1% | 27,138 | $623K |
| Live Oak Private Wealth LLC | 0.08% | No change | 24,589 | $604K |
| Denver Wealth Management, Inc. | 0.20% | Add +9.6% | 24,028 | $590K |
| NewEdge Advisors, LLC | 0.00% | Add +41.6% | 22,732 | $558K |
| Commons Capital, LLC | 0.46% | Add +40.8% | 22,562 | $554K |
| AQR Capital Management | 0.00% | No change | 22,505 | $552K |
| Silverlake Wealth Management LLC | 0.11% | No change | 21,769 | $534K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -7.1% | 21,650 | $532K |
| Focus Partners Wealth | 0.00% | Add +8.6% | 20,454 | $502K |
| Shikiar Asset Management Inc. | 0.16% | No change | 20,000 | $491K |
| Summit Investment Advisory Services, LLC | 0.18% | Add +0.7% | 19,590 | $481K |
| Insigneo Advisory Services, LLC | 0.03% | No change | 19,500 | $479K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -10.2% | 19,493 | $479K |
| JGP Wealth Management, LLC | 0.05% | No change | 18,938 | $465K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.6% | 18,599 | $457K |
| Kovack Advisors, Inc. | 0.02% | No change | 17,135 | $425K |
| AlphaCore Capital LLC | 0.01% | Add +0.4% | 16,925 | $416K |
| Summit Financial, LLC | 0.01% | Reduce -1.7% | 16,744 | $411K |
| Wealth Alliance Advisory Group, LLC | 0.06% | No change | 16,637 | $408K |
| Envestnet Asset Management Inc. | 0.00% | Add +26.2% | 16,183 | $397K |
| Heritage Trust Co | 0.04% | No change | 15,875 | $390K |
| Sound Income Strategies, LLC | 0.02% | No change | 15,026 | $373K |
| Fiduciary Trust Co | 0.00% | Reduce -2.6% | 15,047 | $369K |
| Independent Advisor Alliance | 0.00% | New | 14,195 | $348K |
| Cerity Partners LLC | 0.00% | Reduce -1.2% | 13,712 | $337K |
| Johnson & White Wealth Management, LLC | 0.14% | Reduce -3.1% | 13,520 | $332K |
| World Investment Advisors | 0.01% | Add +0.1% | 13,156 | $323K |
| Stonebridge Financial Planning Group, LLC | 0.12% | No change | 13,000 | $319K |
| Abel Hall, LLC | 0.07% | No change | 13,000 | $319K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +6.3% | 12,897 | $317K |
| Oppenheimer & Co. Inc. | 0.00% | Add +0.7% | 12,672 | $311K |
| Financial Security Advisor, Inc. | 0.06% | Add +2.0% | 12,500 | $307K |
| North Star Investment Management Corp. | 0.02% | Add +0.2% | 12,333 | $303K |
| Cwm, LLC | 0.00% | Add +1.6% | 12,102 | $297K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.6% | 11,974 | $294K |
| Calamos Advisors LLC | 0.00% | Reduce -42.6% | 11,920 | $293K |
| RFG Advisory, LLC | 0.01% | Reduce -29.8% | 11,764 | $289K |
| Wedbush Securities Inc. | 0.01% | Add +26.5% | 11,732 | $288K |
| Simplicity Wealth,LLC | 0.02% | No change | 11,468 | $282K |
| HBK Sorce Advisory LLC | 0.01% | New | 10,650 | $280K |
| Hancock Whitney Corp. | 0.00% | Reduce -7.5% | 10,663 | $280K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 11,349 | $279K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -0.9% | 10,765 | $264K |
| Harbour Wealth Management Group, Inc. | 0.19% | Reduce -0.6% | 10,060 | $247K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 10,000 | $246K |
| Cresset Asset Management, LLC | 0.00% | Add +2.0% | 9,835 | $241K |
| NorthStar Asset Management LLC | 0.11% | Add +4.3% | 9,342 | $229K |
"% 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.