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Eaton Vance Tax-Adv DVD Inc (XEVTX)

CUSIP: 27828G107 | US | 517 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Joel Isaacson & Co., LLC705,622
0.6% of portfolio›$19.7M
Kingstone Capital Partners Texas, LLC384,058
5.3% of portfolio›$10.7M
Wealth Enhancement Advisory Services, LLC159,921
0.0% of portfolio›$4.4M
Concurrent Investment Advisors, LLC154,389
0.0% of portfolio›$4.3M
Legacy Financial Independent Advisors LLC132,653
1.8% of portfolio›$3.7M
Commonwealth Equity Services, LLC132,276
0.0% of portfolio›$3.7M
Spire Wealth Management113,141
0.1% of portfolio›$3.2M
Formidable Asset Management, LLC110,513
0.5% of portfolio›$3.1M
Allspring Global Investments Holdings, LLC109,430
0.0% of portfolio›$3.1M
Samalin Investment Counsel, LLC100,498
0.9% of portfolio›$2.8M
Shaker Financial Services, LLC94,702
0.9% of portfolio›$2.6M
MRA Advisory Group89,773
0.9% of portfolio›$2.5M
True North Advisors, LLC86,922
0.2% of portfolio›$2.4M
PMG Family Office LLC84,307
2.2% of portfolio›$2.4M
Cambridge Investment Research Advisors, Inc.73,059
0.0% of portfolio›$2.0K
Accel Wealth Management72,433
0.4% of portfolio›$2.0M
Meridian Wealth Management, LLC46,606
0.0% of portfolio›$1.3M
Prospera Financial Services Inc43,212
0.0% of portfolio›$1.2M
Creative Planning28,170
0.0% of portfolio›$786.2K
Sowell Financial Services LLC27,235
0.0% of portfolio›$760.1K
Live Oak Private Wealth LLC24,589
0.1% of portfolio›$686.3K
Commons Capital, LLC23,808
0.4% of portfolio›$664.5K
Cornerstone Wealth Management, LLC23,131
0.0% of portfolio›$645.6K
Silverlake Wealth Management LLC21,957
0.1% of portfolio›$612.8K
Summit Investment Advisory Services, LLC20,918
0.1% of portfolio›$583.8K
Shikiar Asset Management Inc20,000
0.0% of portfolio›$558
JGP Wealth Management, LLC18,938
0.0% of portfolio›$528.6K
Prime Capital Investment Advisors, LLC17,919
0.0% of portfolio›$500.1K
Davenport & Co LLC17,899
0.0% of portfolio›$499.6K
AlphaCore Capital LLC17,544
0.0% of portfolio›$489.7K
Financial Security Advisor, Inc.16,000
0.1% of portfolio›$446.6K
Wealth Alliance Advisory Group, LLC15,480
0.1% of portfolio›$432.0K
Richmond Investment Services, LLC14,934
0.1% of portfolio›$416.8K
Oppenheimer & Co Inc14,381
0.0% of portfolio›$401.4K
Lido Advisors, LLC13,578
0.0% of portfolio›$379.0K
Stevens Capital Partners13,000
0.1% of portfolio›$362.8K
Abel Hall, LLC13,000
0.1% of portfolio›$362.8K
Wedbush Securities Inc11,979
0.0% of portfolio›$334
Vista Investment Partners II, LLC11,625
0.1% of portfolio›$324.5K
Kestra Private Wealth Services, LLC11,086
0.0% of portfolio›$309.4K
Dynamic Advisor Solutions LLC10,415
0.0% of portfolio›$290.7K
Axiom Investment Management LLC9,841
0.2% of portfolio›$274.6K
Johnson & White Wealth Management, LLC9,723
0.1% of portfolio›$271.4K
SMH Capital Advisors Inc9,603
1.0% of portfolio›$268.0K
North Star Investment Management Corp.9,544
0.0% of portfolio›$266.4K
MGO One Seven LLC9,418
0.0% of portfolio›$262.9K
Kestra Advisory Services, LLC8,665
0.0% of portfolio›$241.8K
Next Level Private LLC8,434
0.0% of portfolio›$235.4K
Hunter Associates Investment Management LLC7,550
0.0% of portfolio›$212
Assetmark, Inc4,958
0.0% of portfolio›$138.4K
Lanark Financial, Inc.4,850
0.0% of portfolio›$135.4K
Private Trust Co NA4,799
0.0% of portfolio›$133.9K
Jacobi Capital Management LLC4,036
0.0% of portfolio›$112.6K
Fifth Third Bancorp3,159
0.0% of portfolio›$88.2K
Investors Research Corp3,145
0.0% of portfolio›$87.8K
CoreCap Advisors, LLC3,119
0.0% of portfolio›$87.1K
Bank & Trust Co2,729
0.0% of portfolio›$76.2K
Salomon & Ludwin, LLC2,048
0.0% of portfolio›$57.2K
Ascentis Independent Advisors2,047
0.0% of portfolio›$57.1K
IFP Advisors, Inc1,600
0.0% of portfolio›$44.7K
Latitude Advisors, LLC1,600
0.0% of portfolio›$44.7K
Gamma Investing LLC1,500
0.0% of portfolio›$41.9K
Maryland Capital Advisors Inc.1,381
0.0% of portfolio›$38.5K
US Bancorp \de\1,200
0.0% of portfolio›$33.5K
McCarley & Cook Financial Planners1,106
0.0% of portfolio›$30.9K
Farther Finance Advisors, LLC923
0.0% of portfolio›$25.8K
Birchwood Financial Partners, Inc.878
0.0% of portfolio›$24.5K
Caldwell Trust Co816
0.0% of portfolio›$22.8K
EverSource Wealth Advisors, LLC700
0.0% of portfolio›$19.5K
Blue Bell Private Wealth Management, LLC486
0.0% of portfolio›$13.6K
Rossby Financial, LCC258
0.0% of portfolio›$7.2K
MB, Levis & Associates, LLC201
0.0% of portfolio›$5.6K
Kennebec Savings Bank196
0.0% of portfolio›$5.5K
City State Bank9
0.0% of portfolio›$251
StyleTurnoverLocationFiled
Joel Isaacson & Co., LLC
705,622$19.7M0.6%ETFVery LowNew York, NY2026-11-05
Kingstone Capital Partners Texas, LLC
384,058$10.7M5.3%GrowthLowFrisco, TX2026-11-03
Wealth Enhancement Advisory Services, LLC
159,921$4.4M0.0%CoreLowPlymouth, MN2026-10-13
Concurrent Investment Advisors, LLC
154,389$4.3M0.0%GrowthMediumTampa, FL2026-10-16
Legacy Financial Independent Advisors LLC
132,653$3.7M1.8%CoreN/ALouisville, KY2026-11-02
Commonwealth Equity Services, LLC
132,276$3.7M0.0%ETFLowWaltham, MA2026-11-02
Spire Wealth Management
113,141$3.2M0.1%GrowthMediumMclean, VA2026-10-30
Formidable Asset Management, LLC
110,513$3.1M0.5%CoreLowCincinnati, OH2026-11-03
Allspring Global Investments Holdings, LLC
109,430$3.1M0.0%CoreMediumCharlotte, NC2026-11-04
Samalin Investment Counsel, LLC
100,498$2.8M0.9%YieldMediumChappaqua, NY2026-10-23
Shaker Financial Services, LLC
94,702$2.6M0.9%YieldHighArlington, VA2026-10-14
MRA Advisory Group
89,773$2.5M0.9%ETFMediumParsippany, NJ2026-10-07
True North Advisors, LLC
86,922$2.4M0.2%CoreMediumDallas, TX2026-10-22
PMG Family Office LLC
84,307$2.4M2.2%YieldVery LowPlano, TX2026-10-19
Cambridge Investment Research Advisors, Inc.
73,059$2.0K0.0%ETFLowFairfield, IA2026-11-02
Accel Wealth Management
72,433$2.0M0.4%ETFLowWaverly, IA2026-10-13
Meridian Wealth Management, LLC
46,606$1.3M0.0%GrowthLowLexington, KY2026-11-05
Prospera Financial Services Inc
43,212$1.2M0.0%CoreMediumDallas, TX2026-11-04
Creative Planning
28,170$786.2K0.0%IndexVery LowOverland Park, KS2026-11-02
Sowell Financial Services LLC
27,235$760.1K0.0%CoreLowNorth Little Rock, AR2026-10-23
Live Oak Private Wealth LLC
24,589$686.3K0.1%ValueLowWilmington, NC2026-11-02
Commons Capital, LLC
23,808$664.5K0.4%GrowthMediumNeedham, MA2026-11-05
Cornerstone Wealth Management, LLC
23,131$645.6K0.0%ETFVery LowSt. Peters, MO2026-11-04
Silverlake Wealth Management LLC
21,957$612.8K0.1%ETFLowWilliston, VT2026-10-21
Summit Investment Advisory Services, LLC
20,918$583.8K0.1%ETFVery LowRoseville, MN2026-11-03
Shikiar Asset Management Inc
20,000$5580.0%CoreMediumNew York, NY2026-10-20
JGP Wealth Management, LLC
18,938$528.6K0.0%CoreLowBend, OR2026-10-13
Prime Capital Investment Advisors, LLC
17,919$500.1K0.0%ETFLowOverland Park, KS2026-10-20
Davenport & Co LLC
17,899$499.6K0.0%CoreMediumRichmond, VA2026-10-14
AlphaCore Capital LLC
17,544$489.7K0.0%ETFLowLa Jolla, CA2026-11-04
Financial Security Advisor, Inc.
16,000$446.6K0.1%CoreLowVirginia Beach, VA2026-11-03
Wealth Alliance Advisory Group, LLC
15,480$432.0K0.1%CoreLowWichita, KS2026-10-14
Richmond Investment Services, LLC
14,934$416.8K0.1%ETFLowMequon, WI2026-10-29
Oppenheimer & Co Inc
14,381$401.4K0.0%CoreLowNew York, NY2026-10-26
Lido Advisors, LLC
13,578$379.0K0.0%GrowthLowLos Angeles, CA2026-11-04
Stevens Capital Partners
13,000$362.8K0.1%ETFVery LowOmaha, NE2026-10-29
Abel Hall, LLC
13,000$362.8K0.1%CoreMediumBaton Rouge, LA2026-10-19
Wedbush Securities Inc
11,979$3340.0%CoreLowPasadena, CA2026-10-22
Vista Investment Partners II, LLC
11,625$324.5K0.1%CoreMediumRichmond, IN2026-10-15
Kestra Private Wealth Services, LLC
11,086$309.4K0.0%GrowthLowAustin, TX2026-10-30
Dynamic Advisor Solutions LLC
10,415$290.7K0.0%ETFLowPhoenix, AZ2026-10-13
Axiom Investment Management LLC
9,841$274.6K0.2%CoreN/ANew York, NY2026-11-03
Johnson & White Wealth Management, LLC
9,723$271.4K0.1%ETFVery LowYork, PA2026-11-03
SMH Capital Advisors Inc
9,603$268.0K1.0%YieldMediumFort Worth, TX2026-10-29
North Star Investment Management Corp.
9,544$266.4K0.0%CoreLowChicago, IL2026-10-27
MGO One Seven LLC
9,418$262.9K0.0%GrowthLowBeachwood, OH2026-10-28
Kestra Advisory Services, LLC
8,665$241.8K0.0%CoreLowAustin, TX2026-11-02
Next Level Private LLC
8,434$235.4K0.0%CoreVery LowHarrison, NY2026-10-20
Hunter Associates Investment Management LLC
7,550$2120.0%CoreLowPittsburgh, PA2026-10-26
Assetmark, Inc
4,958$138.4K0.0%ETFLowConcord, CA2026-10-21
Lanark Financial, Inc.
4,850$135.4K0.0%CoreMediumBirmingham, AL2026-10-26
Private Trust Co NA
4,799$133.9K0.0%CoreLowCleveland, OH2026-10-20
Jacobi Capital Management LLC
4,036$112.6K0.0%CoreLowPittston, PA2026-11-05
Fifth Third Bancorp
3,159$88.2K0.0%IndexVery LowCincinnati, OH2026-11-05
Investors Research Corp
3,145$87.8K0.0%ETFLowAtlanta, GA2026-10-07
CoreCap Advisors, LLC
3,119$87.1K0.0%ETFMediumSouthfield, MI2026-10-08
Bank & Trust Co
2,729$76.2K0.0%ValueVery LowLitchfield, IL2026-10-07
Salomon & Ludwin, LLC
2,048$57.2K0.0%ETFVery LowRichmond, VA2026-10-29
Ascentis Independent Advisors
2,047$57.1K0.0%ETFLowDallas, TX2026-11-03
IFP Advisors, Inc
1,600$44.7K0.0%GrowthLowTampa, FL2026-10-16
Latitude Advisors, LLC
1,600$44.7K0.0%ETFLowYorkville, IL2026-10-27
Gamma Investing LLC
1,500$41.9K0.0%IndexVery LowFoster City, CA2026-10-08
Maryland Capital Advisors Inc.
1,381$38.5K0.0%ETFVery LowChester, MD2026-10-15
US Bancorp \de\
1,200$33.5K0.0%IndexLowMinneapolis, MN2026-11-05
McCarley & Cook Financial Planners
1,106$30.9K0.0%ETFLowCincinnati, OH2026-10-21
Farther Finance Advisors, LLC
923$25.8K0.0%IndexLowSan Francisco, CA2026-10-08
Birchwood Financial Partners, Inc.
878$24.5K0.0%ETFVery LowBloomington, MN2026-11-02
Caldwell Trust Co
816$22.8K0.0%GrowthLowVenice, FL2026-10-30
EverSource Wealth Advisors, LLC
700$19.5K0.0%CoreMediumBirmingham, AL2026-11-04
Blue Bell Private Wealth Management, LLC
486$13.6K0.0%YieldVery LowBlue Bell, PA2026-10-29
Rossby Financial, LCC
258$7.2K0.0%ETFMediumMelbourne, FL2026-11-05
MB, Levis & Associates, LLC
201$5.6K0.0%ETFVery LowCenter Valley, PA2026-10-16
Kennebec Savings Bank
196$5.5K0.0%CoreLowAugusta, ME2026-10-22
City State Bank
9$2510.0%GrowthVery LowNorwalk, IA2026-10-20