Eaton Vance TAX Advt Div (XEVTX): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of XEVTX (all 13F filers)
- Raymond James Financial1.0 MWealth adviser+6,941
- Morgan Stanley991 KBank or trading desk+18 K
- 1607 Capital Partners947 KType not verified+105 K
- UBS Group903 KBank or trading desk+9,756
- Bank of America818 KBank or trading desk−66 K
- McGowan Group Asset Management777 KType not verified−7,653
- Wells Fargo764 KBank or trading desk+35 K
- Joel Isaacson727 KType not verified−4,642
- LPL Financial538 KWealth adviser+15 K
- Stratos Wealth Partners434 KWealth adviser−25 K
- Shares
- 1.0 M
- Change
- +6,941
See more
- Type
- Wealth adviser
- Value
- $28.3M
- Shares
- 991 K
- Change
- +18 K
See more
- Type
- Bank or trading desk
- Value
- $27.4M
- Shares
- 947 K
- Change
- +105 K
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- Type
- Type not verified
- Value
- $26.2M
- Shares
- 903 K
- Change
- +9,756
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- Type
- Bank or trading desk
- Value
- $25.0M
- Shares
- 818 K
- Change
- −66 K
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- Type
- Bank or trading desk
- Value
- $22.6M
- McGowan Group Asset Management
- Shares
- 777 K
- Change
- −7,653
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- Type
- Type not verified
- Value
- $21.5M
- Shares
- 764 K
- Change
- +35 K
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- Type
- Bank or trading desk
- Value
- $21.1M
- Shares
- 727 K
- Change
- −4,642
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- Type
- Type not verified
- Value
- $20.1M
- Shares
- 538 K
- Change
- +15 K
See more
- Type
- Wealth adviser
- Value
- $14.9M
- Shares
- 434 K
- Change
- −25 K
See more
- Type
- Wealth adviser
- Value
- $12.0M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.
No recent filings.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗