Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY- Exchange
- NYSE
- SEC CIK
- 0001340736
No open-market purchases or sales by Eaton Vance Tax-Managed Diversified Equity Income Fund insiders were filed in the last 90 days; 211 institutions reported holding it in 13F filings for Q2 2026, worth $568.5M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 153
- −3 vs. Q1 2021
- Shares held
- 28.8M
- −392.6K (−1.3%) vs. Q1 2021
- Total value
- $405.1M
- +$32.4M (+8.7%) vs. Q1 2021
- New holders
- 12
- 57 more added
- Sold out
- 15
- 27 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ETY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 211 | $568.5M |
| Q1 2026 | 207 | $524.1M |
| Q4 2025 | 206 | $569.5M |
| Q3 2025 | 195 | $590.1M |
| Q2 2025 | 190 | $560.2M |
| Q1 2025 | 187 | $515.9M |
| Q4 2024 | 193 | $527.7M |
| Q3 2024 | 186 | $506.0M |
| Q2 2024 | 177 | $490.0M |
| Q1 2024 | 179 | $479.4M |
| Q4 2023 | 174 | $418.2M |
| Q3 2023 | 177 | $374.9M |
| Q2 2023 | 167 | $389.8M |
| Q1 2023 | 174 | $353.4M |
| Q4 2022 | 178 | $334.6M |
| Q3 2022 | 169 | $335.6M |
| Q2 2022 | 176 | $356.8M |
| Q1 2022 | 175 | $427.0M |
| Q4 2021 | 159 | $454.9M |
| Q3 2021 | 151 | $400.1M |
| Q2 2021 | 153 | $405.1M |
| Q1 2021 | 156 | $372.8M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 12,421,861 | $174.8M | 0.02% | +482,892+4.0% | Added |
| Invesco Ltd. | 1,672,425 | $23.5M | 0.01% | +30,619+1.9% | Added |
| RFG Advisory, LLC | 1,410,580 | $19.8M | 1.77% | +32,255+2.3% | Added |
| Raymond James & Associates | 1,341,707 | $18.9M | 0.02% | +294,966+28.2% | Added |
| Wells Fargo & Company | 938,148 | $13.2M | 0.00% | +66,390+7.6% | Added |
| Guggenheim Capital LLC | 874,993 | $12.3M | 0.07% | −53,997−5.8% | Reduced |
| Cohen & Steers, Inc. | 787,527 | $11.1M | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 734,228 | $10.3M | 0.00% | +25,267+3.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 519,578 | $7.31M | 0.03% | +5,892+1.1% | Added |
| Bank of America Corp | 483,318 | $6.80M | 0.00% | +3,414+0.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 453,864 | $6.39M | 0.01% | +3,109+0.7% | Added |
| Advisors Asset Management, Inc. | 390,441 | $5.49M | 0.08% | +74,083+23.4% | Added |
| Matrix Private Capital Group LLC | 344,623 | $4.85M | 2.65% | +42,749+14.2% | Added |
| Commonwealth Equity Services, LLC | 329,035 | $4.63M | 0.01% | +71,342+27.7% | Added |
| LPL Financial LLC | 318,767 | $4.49M | 0.00% | +24,248+8.2% | Added |
| Baird Financial Group, Inc. | 314,343 | $4.42M | 0.01% | +14,873+5.0% | Added |
| HighTower Advisors, LLC | 313,671 | $4.41M | 0.01% | +571+0.2% | Added |
| Stifel Financial Corp | 295,087 | $4.15M | 0.01% | −26,991−8.4% | Reduced |
| Advisor Group Holdings, Inc. | 259,173 | $3.65M | 0.01% | +9,820+3.9% | Added |
| Royal Bank of Canada | 223,819 | $3.15M | 0.00% | −27,323−10.9% | Reduced |
| Private Advisor Group, LLC | 214,472 | $3.02M | 0.03% | +3,418+1.6% | Added |
| Parsons Capital Management Inc | 209,476 | $2.95M | 0.23% | −5,794−2.7% | Reduced |
| Aptus Capital Advisors, LLC | 195,699 | $2.75M | 0.13% | +166+0.1% | Added |
| Ameriprise Financial Inc | 194,169 | $2.73M | 0.00% | −110,259−36.2% | Reduced |
| Janney Montgomery Scott LLC | 185,299 | $2.61M | 0.01% | +9,147+5.2% | Added |
| Pointe Capital Management LLC | 183,557 | $2.58M | 1.82% | −20,522−10.1% | Reduced |
| Centaurus Financial, Inc. | 164,649 | $2.32M | 0.20% | +78,906+92.0% | Added |
| Flaharty Asset Management, LLC | 155,082 | $2.18M | 0.47% | −26,558−14.6% | Reduced |
| True Link Financial Advisors, LLC | 132,824 | $1.87M | 0.27% | −100−0.1% | Reduced |
| Merit Financial Group, LLC | 120,471 | $1.70M | 0.16% | +7,721+6.8% | Added |
| Bank of Montreal | 103,459 | $1.46M | 0.00% | +103,459 | New |
| Goldman Sachs Group Inc | 100,000 | $1.41M | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 99,853 | $1.41M | 0.09% | +1,225+1.2% | Added |
| Kingsview Wealth Management, LLC | 96,462 | $1.36M | 0.07% | +6,914+7.7% | Added |
| Raymond James Trust N.A. | 96,291 | $1.35M | 0.05% | +3,760+4.1% | Added |
| Rockefeller Capital Management L.P. | 94,576 | $1.33M | 0.01% | +19,162+25.4% | Added |
| Steward Partners Investment Advisory, LLC | 85,289 | $1.20M | 0.02% | +8,116+10.5% | Added |
| Citigroup Inc | 80,141 | $1.13M | 0.00% | −8,850−9.9% | Reduced |
| Truist Financial Corp | 73,161 | $1.03M | 0.00% | +7,289+11.1% | Added |
| IHT Wealth Management, LLC | 65,718 | $925.0K | 0.06% | +16,839+34.5% | Added |
| National Asset Management, Inc. | 65,235 | $918.0K | 0.03% | +655+1.0% | Added |
| ELCO Management Co., LLC | 61,250 | $862.0K | 0.64% | +1,100+1.8% | Added |
| David J Yvars Group | 59,098 | $831.0K | 0.47% | +66+0.1% | Added |
| Stratos Wealth Partners, LTD. | 56,892 | $800.0K | 0.02% | +44+0.1% | Added |
| Cornerstone Advisory, LLC | 51,905 | $730.0K | 0.12% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 50,722 | $714.0K | 0.02% | +1,221+2.5% | Added |
| Formidable Asset Management, LLC | 46,420 | $663.0K | 0.14% | −2,034−4.2% | Reduced |
| Spire Wealth Management | 46,858 | $659.0K | 0.02% | −2,261−4.6% | Reduced |
| The PNC Financial Services Group, Inc. | 46,829 | $658.0K | 0.00% | −32,420−40.9% | Reduced |
| Liberty One Investment Management, LLC | 44,228 | $622.0K | 0.11% | −5,744−11.5% | Reduced |
| Cetera Advisor Networks LLC | 40,814 | $574.0K | 0.01% | +1,715+4.4% | Added |
| Asset Management Corp | 39,521 | $556.0K | 0.36% | −824−2.0% | Reduced |
| Heron Bay Capital Management | 35,120 | $494.0K | 0.27% | −448,488−92.7% | Reduced |
| Cetera Investment Advisers | 31,889 | $449.0K | 0.01% | +1,722+5.7% | Added |
| Commerce Bank | 31,206 | $439.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 31,212 | $439.0K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 29,718 | $418.0K | 0.06% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 28,847 | $406.0K | 0.01% | +2,000+7.4% | Added |
| Wedbush Securities Inc | 26,732 | $376.0K | 0.02% | −1,403−5.0% | Reduced |
| Gladstone Institutional Advisory LLC | 26,521 | $373.0K | 0.04% | +5,378+25.4% | Added |
| Cetera Advisors LLC | 26,170 | $368.0K | 0.01% | −2,444−8.5% | Reduced |
| Joel Isaacson & Co., LLC | 25,886 | $364.0K | 0.03% | +5,319+25.9% | Added |
| Stephens Inc | 25,681 | $361.0K | 0.01% | +36+0.1% | Added |
| Usca Ria LLC | 24,105 | $339.0K | 0.02% | +305+1.3% | Added |
| Franklin Resources Inc | 23,945 | $337.0K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 23,500 | $330.0K | 0.03% | +23,500 | New |
| Ameritas Investment Company, LLC | 23,208 | $327.0K | 0.02% | +23,208 | New |
| M Holdings Securities, Inc. | 22,264 | $313.0K | 0.03% | +947+4.4% | Added |
| Mid Atlantic Financial Management Inc | 21,549 | $303.0K | 0.02% | −3,649−14.5% | Reduced |
| Capital Wealth Alliance, LLC | 20,785 | $294.0K | 0.19% | +20.0% | Added |
| Moors & Cabot, Inc. | 20,418 | $287.0K | 0.02% | +2,032+11.1% | Added |
| Beacon Pointe Advisors, LLC | 20,400 | $287.0K | 0.01% | +20,400 | New |
| CIBC Private Wealth Group, LLC | 20,000 | $281.0K | 0.00% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 19,672 | $277.0K | 0.08% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 19,263 | $271.0K | 0.04% | −1,647−7.9% | Reduced |
| MONECO Advisors, LLC | 19,132 | $269.0K | 0.12% | 00.0% | Unchanged |
| Northern Trust Corp | 18,706 | $263.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 18,616 | $262.0K | 0.00% | −2,450−11.6% | Reduced |
| MML Investors Services, LLC | 17,151 | $241.0K | 0.00% | +3,199+22.9% | Added |
| Williams Jones Wealth Management, LLC. | 16,639 | $234.0K | 0.00% | −2,880−14.8% | Reduced |
| Mission Wealth Management, LP | 16,499 | $232.0K | 0.01% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 15,224 | $214.0K | 0.03% | 00.0% | Unchanged |
| Americana Partners, LLC | 14,000 | $196.0K | 0.10% | 00.0% | Unchanged |
| American Portfolios Advisors | 12,947 | $182.2K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 12,867 | $181.0K | 0.02% | +8,876+222.4% | Added |
| Insight Advisors, LLC | 12,750 | $179.0K | 0.06% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 12,622 | $178.0K | 0.01% | +40.0% | Added |
| Kestra Advisory Services, LLC | 12,580 | $177.0K | 0.00% | +590+4.9% | Added |
| Pinnacle Financial Partners Inc | 12,251 | $172.0K | 0.01% | −573−4.5% | Reduced |
| Pinnacle Wealth Advisors | 12,251 | $172.0K | 0.01% | +12,251 | New |
| Capital Planning Advisors, LLC | 11,827 | $166.0K | 0.03% | −3,827−24.4% | Reduced |
| Lakeview Capital Partners, LLC | 11,784 | $166.0K | 0.07% | +221+1.9% | Added |
| Sigma Planning Corp | 11,608 | $163.0K | 0.00% | +11,608 | New |
| Citadel Advisors LLC | 11,487 | $162.0K | 0.00% | +11,487 | New |
| Gradient Investments LLC | 11,000 | $155.0K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 10,764 | $151.0K | 0.01% | +10,764 | New |
| Brown Advisory Securities, LLC | 10,640 | $150.0K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance | 10,627 | $150.0K | 0.04% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 10,639 | $150.0K | 0.03% | +195+1.9% | Added |
| Krilogy Financial LLC | 10,364 | $146.0K | 0.01% | 00.0% | Unchanged |