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, Q1 2025
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Mar 31, 2025. 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
- 187
- −3 vs. Q4 2024
- Shares held
- 36.1M
- +864.5K (+2.5%) vs. Q4 2024
- Total value
- $515.9M
- −$11.3M (−2.2%) vs. Q4 2024
- New holders
- 17
- 70 more added
- Sold out
- 20
- 46 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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, Q1 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 12,383,192 | $176.6M | 0.01% | +222,157+1.8% | Added |
| Raymond James Financial Inc | 2,593,579 | $37.0M | 0.01% | +125,265+5.1% | Added |
| Wells Fargo & Company | 1,878,907 | $26.8M | 0.01% | +7,244+0.4% | Added |
| Invesco Ltd. | 1,523,373 | $21.7M | 0.00% | −228,145−13.0% | Reduced |
| LPL Financial LLC | 1,132,140 | $16.1M | 0.01% | +482,352+74.2% | Added |
| Principal Securities, Inc. | 1,058,660 | $15.8M | 0.35% | +3,357+0.3% | Added |
| RFG Advisory, LLC | 980,285 | $14.0M | 0.38% | −60,519−5.8% | Reduced |
| Guggenheim Capital LLC | 961,507 | $13.7M | 0.13% | −19,062−1.9% | Reduced |
| Ameriprise Financial Inc | 864,552 | $12.3M | 0.00% | +471,342+119.9% | Added |
| Bank of America Corp | 775,113 | $11.1M | 0.00% | −12,741−1.6% | Reduced |
| Royal Bank of Canada | 700,152 | $9.98M | 0.00% | +65,135+10.3% | Added |
| Matrix Private Capital Group LLC | 646,963 | $9.23M | 5.52% | −14,519−2.2% | Reduced |
| Advisor Group Holdings, Inc. | 611,697 | $8.72M | 0.02% | +95,429+18.5% | Added |
| Baird Financial Group, Inc. | 490,443 | $6.99M | 0.01% | −27,318−5.3% | Reduced |
| UBS Group AG | 469,533 | $6.70M | 0.00% | −269,573−36.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 440,644 | $6.28M | 0.02% | −28,751−6.1% | Reduced |
| Stifel Financial Corp | 391,929 | $5.59M | 0.01% | +632+0.2% | Added |
| Pathway Financial Advisers, LLC | 372,373 | $5.31M | 1.82% | +14,755+4.1% | Added |
| IHT Wealth Management, LLC | 343,039 | $4.89M | 0.15% | +92,438+36.9% | Added |
| CoreCap Advisors, LLC | 324,788 | $4.63M | 0.20% | +5,285+1.7% | Added |
| Heron Bay Capital Management | 316,634 | $4.52M | 0.95% | +280+0.1% | Added |
| Janney Montgomery Scott LLC | 309,948 | $4.42M | 0.01% | +138,368+80.6% | Added |
| Cohen & Steers, Inc. | 295,617 | $4.21M | 0.01% | −20,000−6.3% | Reduced |
| Rockefeller Capital Management L.P. | 293,792 | $4.19M | 0.01% | +10,343+3.6% | Added |
| HighTower Advisors, LLC | 289,667 | $4.13M | 0.01% | −4,285−1.5% | Reduced |
| Advisors Asset Management, Inc. | 255,539 | $3.64M | 0.07% | +74,516+41.2% | Added |
| C2C Wealth Management, LLC | 243,394 | $3.47M | 3.26% | −2,000−0.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 234,842 | $3.35M | 0.45% | +234,842 | New |
| Private Advisor Group, LLC | 224,111 | $3.20M | 0.02% | +1,340+0.6% | Added |
| Commonwealth Equity Services, LLC | 216,505 | $3.09M | 0.00% | −1,160−0.5% | Reduced |
| Cetera Investment Advisers | 209,555 | $2.99M | 0.01% | +34,771+19.9% | Added |
| Steward Partners Investment Advisory, LLC | 184,602 | $2.63M | 0.02% | +3,889+2.2% | Added |
| Aptus Capital Advisors, LLC | 166,110 | $2.37M | 0.03% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 164,610 | $2.35M | 0.19% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 159,215 | $2.27M | 0.12% | +146+0.1% | Added |
| Wedbush Securities Inc | 139,295 | $1.99M | 0.07% | −414−0.3% | Reduced |
| Pointe Capital Management LLC | 136,764 | $1.95M | 1.14% | −5,106−3.6% | Reduced |
| Merit Financial Group, LLC | 126,239 | $1.80M | 0.03% | +15,459+14.0% | Added |
| Goldman Sachs Group Inc | 116,546 | $1.66M | 0.00% | +15,446+15.3% | Added |
| Cypress Capital Management LLC (WY) | 116,230 | $1.66M | 1.98% | +112,430+2,958.7% | Added |
| Comerica Bank | 99,127 | $1.41M | 0.01% | +2,315+2.4% | Added |
| Change Path, LLC | 89,953 | $1.28M | 0.04% | +14,403+19.1% | Added |
| Kane Investment Management, Inc. | 88,845 | $1.27M | 0.61% | +14,456+19.4% | Added |
| Sanctuary Advisors, LLC | 85,882 | $1.22M | 0.01% | +129+0.2% | Added |
| Kestra Advisory Services, LLC | 75,287 | $1.07M | 0.01% | −19,189−20.3% | Reduced |
| Atomi Financial Group, Inc. | 74,853 | $1.07M | 0.05% | +6,401+9.4% | Added |
| Kingsview Wealth Management, LLC | 58,999 | $841.3K | 0.02% | −4,942−7.7% | Reduced |
| Smith, Moore & Co. | 58,377 | $832.5K | 0.08% | +5,153+9.7% | Added |
| GWM Advisors LLC | 57,832 | $824.7K | 0.00% | −1,813−3.0% | Reduced |
| Gladstone Institutional Advisory LLC | 56,409 | $804.4K | 0.04% | −7,091−11.2% | Reduced |
| Ameritas Advisory Services, LLC | 51,567 | $770.1K | 0.03% | 00.0% | Unchanged |
| Wealth Effects LLC | 49,576 | $707.0K | 0.30% | −5,014−9.2% | Reduced |
| Centaurus Financial, Inc. | 47,757 | $681.0K | 0.04% | −1,062−2.2% | Reduced |
| ELCO Management Co., LLC | 47,400 | $675.9K | 0.37% | +100+0.2% | Added |
| NWF Advisory Services Inc. | 46,999 | $670.2K | 0.09% | +46,999 | New |
| Summit Investment Advisory Services, LLC | 46,823 | $667.7K | 0.33% | +725+1.6% | Added |
| Ignite Planners, LLC | 47,212 | $660.0K | 0.13% | +913+2.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 44,575 | $635.6K | 0.02% | +75+0.2% | Added |
| The PNC Financial Services Group, Inc. | 43,446 | $619.5K | 0.00% | −25,680−37.1% | Reduced |
| Flputnam Investment Management Co | 42,701 | $608.9K | 0.01% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 42,451 | $605.4K | 0.50% | +3,615+9.3% | Added |
| Greenleaf Trust | 41,338 | $589.5K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 40,799 | $581.8K | 0.00% | −9,768−19.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 40,344 | $575.3K | 0.00% | +40,344 | New |
| David J Yvars Group | 40,139 | $571.5K | 0.45% | +1,377+3.6% | Added |
| International Assets Investment Management, LLC | 39,615 | $564.9K | 0.05% | −2,562−6.1% | Reduced |
| Strait & Sound Wealth Management LLC | 38,144 | $543.9K | 0.25% | +2,303+6.4% | Added |
| LaSalle St. Investment Advisors, LLC | 36,926 | $526.0K | 0.12% | +1,643+4.7% | Added |
| Mariner, LLC | 36,679 | $523.0K | 0.00% | −7,982−17.9% | Reduced |
| Formidable Asset Management, LLC | 35,852 | $511.3K | 0.09% | −1,235−3.3% | Reduced |
| Stratos Wealth Advisors, LLC | 34,269 | $488.7K | 0.03% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 32,774 | $467.4K | 0.00% | −1,486−4.3% | Reduced |
| Flaharty Asset Management, LLC | 32,747 | $467.0K | 0.07% | −22,504−40.7% | Reduced |
| Creative Planning | 32,637 | $465.4K | 0.00% | −2,107−6.1% | Reduced |
| Ameritas Investment Partners, Inc. | 32,387 | $461.8K | 0.02% | +2,520+8.4% | Added |
| Commerce Bank | 30,743 | $438.4K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 28,936 | $412.6K | 0.00% | −6,626−18.6% | Reduced |
| RSM US Wealth Management LLC | 27,393 | $390.6K | 0.01% | +20.0% | Added |
| National Asset Management, Inc. | 27,283 | $389.1K | 0.01% | +527+2.0% | Added |
| Arete Wealth Advisors, LLC | 27,218 | $388.0K | 0.03% | +699+2.6% | Added |
| J.W. Cole Advisors, Inc. | 26,250 | $374.3K | 0.01% | +26,250 | New |
| MML Investors Services, LLC | 25,886 | $369.0K | 0.00% | +3,750+16.9% | Added |
| Mercer Global Advisors Inc | 24,951 | $355.8K | 0.00% | +7,596+43.8% | Added |
| Mendel Capital Management LLC | 24,150 | $344.4K | 0.21% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 22,516 | $321.1K | 0.00% | +4,845+27.4% | Added |
| Beacon Pointe Advisors, LLC | 21,918 | $312.6K | 0.00% | 00.0% | Unchanged |
| David Loasby | 23,634 | $311.5K | 0.03% | −679−2.8% | Reduced |
| Burford Brothers, Inc. | 21,400 | $305.2K | 0.15% | 00.0% | Unchanged |
| Cerity Partners LLC | 20,848 | $297.3K | 0.00% | −1,035−4.7% | Reduced |
| Quantum Private Wealth, LLC | 20,000 | $285.2K | 0.11% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 19,851 | $283.1K | 0.00% | +4,769+31.6% | Added |
| Harbour Investments, Inc. | 19,070 | $271.9K | 0.01% | +186+1.0% | Added |
| Onyx Bridge Wealth Group LLC | 19,061 | $271.8K | 0.04% | +377+2.0% | Added |
| Envestnet Asset Management Inc | 18,726 | $267.0K | 0.00% | +3,537+23.3% | Added |
| Wealth Alliance | 18,363 | $261.9K | 0.03% | +820+4.7% | Added |
| Monograph Wealth Advisors, LLC | 18,285 | $260.7K | 0.04% | +30.0% | Added |
| Confluence Wealth Services, Inc. | 18,988 | $252.4K | 0.02% | −529−2.7% | Reduced |
| Syverson Strege & Co | 17,665 | $251.9K | 0.08% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 17,511 | $249.7K | 0.00% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 17,450 | $248.8K | 0.25% | 00.0% | Unchanged |