XEVTX Institutional Ownership & Shareholders
EATON VANCE TAX-ADV DVD INC (XEVTX) is currently held by 151 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $392.58M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of XEVTX tracked by InsiderSet, reporting ownership valued at approximately $28.25M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed XEVTX value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Morgan Stanley, 1607 Capital Partners, Llc, 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
151
Total Reported Value
$392.58M
Largest Holder
Raymond James Financial Inc
Largest Position
$28.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
77
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% | 1,020,608 | $28,250,437 | — | — | — | |
| Morgan Stanley | 0.00% | 991,440 | $27,443,099 | — | — | — | |
| 1607 Capital Partners, Llc | 2.28% | 946,952 | $26,211,631 | — | — | — | |
| Ubs Group Ag | 0.00% | 902,526 | $24,981,920 | — | — | — | |
| Bank Of America Corp | 0.00% | 817,695 | $22,633,784 | — | — | — | |
| Mcgowan Group Asset Management, Inc. | 2.61% | 777,149 | $21,511,479 | — | — | — | |
| Wells Fargo & Company/Mn | 0.00% | 763,634 | $21,137,383 | — | — | — | |
| Joel Isaacson & Co., Llc | 0.58% | 727,304 | $20,131,787 | — | — | — | |
| Lpl Financial Llc | 0.00% | 538,364 | $14,901,914 | — | — | — | |
| Stratos Wealth Partners, Ltd. | 0.12% | 433,686 | $12,004,434 | — | — | — | |
| Karpus Management, Inc. | 0.33% | 412,721 | $11,424,117 | — | — | — | |
| Guggenheim Capital Llc | 0.07% | 375,585 | $10,396,193 | — | — | — | |
| Kingstone Capital Partners Texas, Llc | 5.45% | 369,491 | $10,227,508 | — | — | — | |
| Osaic Holdings, Inc. | 0.01% | 314,076 | $8,694,247 | — | — | — | |
| Private Advisor Group, Llc | 0.03% | 247,099 | $6,839,687 | — | — | — | |
| Ameriprise Financial Inc | 0.00% | 229,857 | $6,362,452 | — | — | — | |
| Rockefeller Capital Management L.P. | 0.01% | 208,410 | $5,768,814 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 196,431 | $5,437,000 | — | — | — | |
| Cetera Investment Advisers | 0.00% | 172,878 | $4,785,258 | — | — | — | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 159,921 | $4,433,009 | — | — | — | |
| Steward Partners Investment Advisory, Llc | 0.02% | 159,161 | $4,405,576 | — | — | — | |
| First Trust Advisors Lp | 0.00% | 156,281 | $4,325,859 | — | — | — | |
| Concurrent Investment Advisors, Llc | 0.03% | 154,389 | $4,308,989 | — | — | — | |
| &Partners | 0.02% | 146,491 | $4,054,279 | — | — | — | |
| Legacy Financial Independent Advisors Llc | 1.83% | 132,653 | $3,702,345 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.00% | 132,276 | $3,691,839 | — | — | — | |
| Newedge Advisors, Llc | 0.01% | 120,137 | $3,325,380 | — | — | — | |
| Spire Wealth Management | 0.10% | 113,141 | $3,157,765 | — | — | — | |
| Samalin Investment Counsel, Llc | 0.90% | 100,498 | $2,804,907 | — | — | — | |
| Formidable Asset Management, Llc | 0.44% | 112,161 | $2,753,553 | — | — | — | |
| Allspring Global Investments Holdings, Llc | 0.00% | 98,412 | $2,724,044 | — | — | — | |
| Shaker Financial Services, Llc | 0.87% | 94,702 | $2,643,133 | — | — | — | |
| Sanctuary Advisors, Llc | 0.01% | 93,032 | $2,575,131 | — | — | — | |
| Mra Advisory Group | 0.94% | 89,773 | $2,505,553 | — | — | — | |
| True North Advisors, Llc | 0.18% | 86,922 | $2,425,993 | — | — | — | |
| Pmg Family Office Llc | 2.18% | 84,307 | $2,353,008 | — | — | — | |
| Advisors Asset Management, Inc. | 0.03% | 73,584 | $2,192,067 | — | — | — | |
| 1776 Wealth Llc | 0.74% | 76,286 | $2,111,596 | — | — | — | |
| Accel Wealth Management | 0.44% | 72,433 | $2,021,598 | — | — | — | |
| Janney Montgomery Scott Llc | 0.00% | 56,486 | $1,564,000 | — | — | — | |
| Pnc Financial Services Group, Inc. | 0.00% | 55,974 | $1,549,360 | — | — | — | |
| Mml Investors Services, Llc | 0.00% | 50,278 | $1,391,708 | — | — | — | |
| Stifel Financial Corp | 0.00% | 47,657 | $1,319,133 | — | — | — | |
| Meridian Wealth Management, Llc | 0.04% | 46,138 | $1,277,097 | — | — | — | |
| Saba Capital Management, L.P. | 0.04% | 44,169 | $1,222,598 | — | — | — | |
| Founders Financial Alliance, Llc | 0.15% | 40,261 | $1,114,435 | — | — | — | |
| Mariner, Llc | 0.00% | 39,652 | $1,097,557 | — | — | — | |
| Hollencrest Capital Management | 0.06% | 35,450 | $981,256 | — | — | — | |
| Prospera Financial Services Inc | 0.01% | 34,428 | $953,005 | — | — | — | |
| Creative Planning | 0.00% | 28,170 | $786,226 | — | — | — |
Frequently asked questions about XEVTX
Who are the largest institutional holders of XEVTX?
The largest institutional holders of XEVTX reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Morgan Stanley, 1607 Capital Partners, Llc, Ubs Group Ag, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported XEVTX position.
What is XEVTX institutional ownership?
This page tracks XEVTX positions reported by institutional investment managers through SEC Form 13F. EATON VANCE TAX-ADV DVD INC (XEVTX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XEVTX?
InsiderSet currently tracks 151 institutional managers reporting XEVTX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XEVTX shareholders.
How much XEVTX stock do institutions own?
Institutional investment managers disclosed approximately $392.58M in XEVTX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XEVTX institutional ownership last updated?
The latest XEVTX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XEVTX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XEVTX position after the reporting date.
Are institutions buying or selling XEVTX?
Institutional buying and selling can be analyzed by comparing XEVTX positions across consecutive 13F reporting periods. InsiderSet's XEVTX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XEVTX ownership changes.
How has XEVTX institutional ownership changed over time?
InsiderSet tracks XEVTX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.