Eaton Vance Tax-adv Dvd Inc
$30.52-0.3%
+$19.2M
Net Activity
+1.58% total shares
Institutions Holding
158
Popularity Rank
#3576
Avg Weight
0.15%
Total Value
$385.4M
158 institutions currently hold XEVTX, with 94 net buyers and 48 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
48
Net Buying Institutions
94
Top 5 by Value
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Across its top 20 institutional holders, XEVTX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 23/100).
XEVTX ranks #3576 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
XEVTX is a top-conviction position for Kingstone Capital Partners Texas, LLC — at 5.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in XEVTX belongs to Raymond James Financial Inc, but the position matters far more to Kingstone Capital Partners Texas, LLC, who has 5.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Concurrent Investment Advisors, LLC has added to its XEVTX position for two straight quarters, increasing it by $4.0M to reach $4.3M today.
XEVTX is down 0.3% today, but institutions show net buying of $19.2M this quarter — a divergence between today's price move and the underlying institutional flow.
+$28.4M
Total Buy Value
$10.9M
Total Sell Value
94
Net Buyers
48
Net Sellers
XEVTX
Q2 2026
Top 5 Institutional Movers
-$6.6M
+$5.6M
+$3.5M
+$3.4M
+$3.3M
XEVTX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
27828G107
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,106
Total reported value
$1.1T
Held by 5106 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,949
Total reported value
$485.2B
Held by 4949 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,868
Total reported value
$1.5T
Held by 4868 institutions — one of the most-tracked stocks on AlphaSMO
Access XEVTX's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/XEVTXCLI
npx alphasmo stocks get XEVTX