EATON VANCE TAX-ADV DVD INC (XEVTX) Institutional Shareholders
EATON VANCE TAX-ADV DVD INC (XEVTX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $337.94M in XEVTX holdings during the latest filing period.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of XEVTX tracked by InsiderSet, reporting ownership valued at approximately $24.89M in its March 31, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed XEVTX value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Morgan Stanley, Ubs Group Ag, and several other long-term asset managers with concentrated positions in EATON VANCE TAX-ADV DVD INC (XEVTX).
This page ranks the largest institutional XEVTX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
146
Total Reported Value
$337.94M
Largest Holder
Raymond James Financial Inc
Largest Position
$24.89M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
168
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.01% | 1,013,667 | $24,885,526 | — | — | — | |
| Morgan Stanley | 0.00% | 973,340 | $23,895,521 | — | — | — | |
| Ubs Group Ag | 0.00% | 892,770 | $21,917,504 | — | — | — | |
| Bank Of America Corp | 0.00% | 883,948 | $21,700,928 | — | — | — | |
| 1607 Capital Partners, Llc | 1.49% | 841,582 | $20,660,838 | — | — | — | |
| Mcgowan Group Asset Management, Inc. | 2.45% | 784,802 | $19,266,886 | — | — | — | |
| Joel Isaacson & Co., Llc | 0.60% | 731,946 | $17,969,284 | — | — | — | |
| Wells Fargo & Company/Mn | 0.00% | 728,622 | $17,887,656 | — | — | — | |
| Lpl Financial Llc | 0.00% | 523,142 | $12,843,130 | — | — | — | |
| Stratos Wealth Partners, Ltd. | 0.13% | 458,958 | $11,267,441 | — | — | — | |
| Karpus Management, Inc. | 0.32% | 416,375 | $10,222,006 | — | — | — | |
| Guggenheim Capital Llc | 0.08% | 396,498 | $9,734,026 | — | — | — | |
| Kingstone Capital Partners Texas, Llc | 5.16% | 341,625 | $8,387,000 | — | — | — | |
| Osaic Holdings, Inc. | 0.01% | 298,298 | $7,323,890 | — | — | — | |
| Private Advisor Group, Llc | 0.03% | 247,099 | $6,839,687 | — | — | — | |
| Advisors Asset Management, Inc. | 0.11% | 268,376 | $6,588,631 | — | — | — | |
| Ameriprise Financial Inc | 0.00% | 255,468 | $6,263,449 | — | — | — | |
| Rockefeller Capital Management L.P. | 0.01% | 193,503 | $4,750,521 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 189,544 | $4,653,000 | — | — | — | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 153,941 | $4,211,831 | — | — | — | |
| First Trust Advisors Lp | 0.00% | 153,157 | $3,760,005 | — | — | — | |
| Steward Partners Investment Advisory, Llc | 0.02% | 152,012 | $3,731,895 | — | — | — | |
| Cetera Investment Advisers | 0.00% | 150,896 | $3,704,495 | — | — | — | |
| &Partners | 0.02% | 140,184 | $3,479,305 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.00% | 120,199 | $3,327,117 | — | — | — | |
| Spire Wealth Management | 0.10% | 115,599 | $3,199,781 | — | — | — | |
| Formidable Asset Management, Llc | 0.44% | 112,161 | $2,753,553 | — | — | — | |
| Mra Advisory Group | 0.90% | 89,137 | $2,467,324 | — | — | — | |
| Pmg Family Office Llc | 2.10% | 82,310 | $2,278,341 | — | — | — | |
| Legacy Financial Independent Advisors Llc | 1.16% | 90,783 | $2,228,723 | — | — | — | |
| Sanctuary Advisors, Llc | 0.01% | 85,429 | $2,097,273 | — | — | — | |
| Accel Wealth Management | 0.47% | 74,654 | $2,066,414 | — | — | — | |
| 1776 Wealth Llc | 0.74% | 76,286 | $1,872,821 | — | — | — | |
| Samalin Investment Counsel, Llc | 0.57% | 64,791 | $1,793,416 | — | — | — | |
| Allspring Global Investments Holdings, Llc | 0.00% | 69,983 | $1,718,083 | — | — | — | |
| Hightower Advisors, Llc | 0.00% | 57,661 | $1,415,587 | — | — | — | |
| Pnc Financial Services Group, Inc. | 0.00% | 56,170 | $1,378,973 | — | — | — | |
| Two Sigma Investments, Lp | 0.00% | 50,315 | $1,235,233 | — | — | — | |
| Stifel Financial Corp | 0.00% | 48,800 | $1,198,037 | — | — | — | |
| Meridian Wealth Management, Llc | 0.04% | 45,066 | $1,106,373 | — | — | — | |
| Mml Investors Services, Llc | 0.00% | 44,481 | $1,091,997 | — | — | — | |
| Mariner, Llc | 0.00% | 39,893 | $979,368 | — | — | — | |
| Prospera Financial Services Inc | 0.01% | 34,428 | $953,005 | — | — | — | |
| Founders Financial Alliance, Llc | 0.17% | 38,543 | $946,234 | — | — | — | |
| Hollencrest Capital Management | 0.03% | 35,450 | $870,298 | — | — | — | |
| Sowell Financial Services Llc | 0.02% | 27,347 | $756,965 | — | — | — | |
| True North Advisors, Llc | 0.07% | 27,000 | $747,360 | — | — | — | |
| Cornerstone Wealth Management, Llc | 0.03% | 26,306 | $728,137 | — | — | — | |
| Sequoia Financial Advisors | 0.00% | 25,816 | $714,587 | — | — | — | |
| Live Oak Private Wealth Llc | 0.09% | 24,589 | $680,624 | — | — | — |
Frequently asked questions about XEVTX
Who owns the most XEVTX stock?
The largest holders of XEVTX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for EATON VANCE TAX-ADV DVD INC (XEVTX).
Is XEVTX widely held by superinvestors?
Many widely followed stocks like XEVTX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XEVTX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.