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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 8 | $114 | 0.00% | +6+300.0% | Added |
| Frazier Financial Advisors, LLC | 95 | $1.35K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 234 | $3.33K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 400 | $5.70K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 494 | $7.04K | 0.01% | −452−47.8% | Reduced |
| City Holding Co | 506 | $7.21K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 850 | $12.1K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 992 | $14.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,000 | $14.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $14.3K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,270 | $18.1K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,302 | $18.6K | 0.00% | +1,302 | New |
| Key Financial Inc | 1,599 | $22.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,600 | $22.8K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,744 | $24.9K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,976 | $28.2K | 0.00% | +385+24.2% | Added |
| Curio Wealth, LLC | 1 | $28.4K | 0.01% | −1,899−99.9% | Reduced |
| CIBC Private Wealth Group, LLC | 2,412 | $29.5K | 0.00% | +2,412 | New |
| Hughes Financial Services, LLC | 2,121 | $30.2K | 0.01% | +2,121 | New |
| Eastern Bank | 2,344 | $33.4K | 0.00% | +2,344 | New |
| Smallwood Wealth Investment Management, LLC | 2,437 | $34.8K | 0.02% | +2,437 | New |
| Sound Income Strategies, LLC | 2,667 | $38.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 3,000 | $42.8K | 0.00% | +3,000 | New |
| Twin Lakes Capital Management, LLC | 3,118 | $44.5K | 0.03% | +62+2.0% | Added |
| Mascoma Wealth Management LLC | 3,190 | $45.5K | 0.01% | +3,190 | New |
| Bogart Wealth, LLC | 3,231 | $46.1K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 3,250 | $46.3K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3,515 | $50.1K | 0.01% | +69+2.0% | Added |
| Chilton Capital Management LLC | 3,700 | $52.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 4,035 | $57.5K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,154 | $59.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,556 | $65.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 4,590 | $65.5K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,750 | $67.7K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4,825 | $68.8K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 4,983 | $71.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5,044 | $71.9K | 0.00% | +563+12.6% | Added |
| Redmont Wealth Advisors LLC | 5,138 | $73.3K | 0.14% | +5,138 | New |
| Activest Wealth Management | 5,644 | $80.5K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,170 | $88.0K | 0.00% | −300−4.6% | Reduced |
| Millstone Evans Group, LLC | 6,322 | $90.2K | 0.06% | 00.0% | Unchanged |
| MAI Capital Management | 6,903 | $98.4K | 0.00% | +84+1.2% | Added |
| CWM, LLC | 6,964 | $99.0K | 0.00% | −2,736−28.2% | Reduced |
| South Plains Financial, Inc. | 7,159 | $102.1K | 0.08% | 00.0% | Unchanged |
| BlackRock, Inc. | 7,377 | $105.2K | 0.00% | +7,377 | New |
| Allworth Financial LP | 7,967 | $107.6K | 0.00% | −650−7.5% | Reduced |
| Elequin Capital LP | 7,753 | $110.6K | 0.02% | +7,753 | New |
| US Bancorp | 8,933 | $127.4K | 0.00% | +240+2.8% | Added |
| Pinnacle Financial Partners Inc | 9,122 | $136.4K | 0.00% | −3,312−26.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 10,000 | $142.6K | 0.01% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 10,023 | $142.9K | 0.02% | 00.0% | Unchanged |
| Retirement Planning Group | 10,139 | $144.6K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 10,312 | $147.1K | 0.01% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 10,384 | $148.1K | 0.04% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 10,411 | $148.5K | 0.00% | −411−3.8% | Reduced |
| Mutual Advisors, LLC | 10,919 | $149.5K | 0.00% | +197+1.8% | Added |
| Stephens Inc | 10,694 | $152.5K | 0.00% | −811−7.0% | Reduced |
| Inscription Capital, LLC | 11,700 | $156.3K | 0.03% | +11,700 | New |
| Kapstone Financial Advisors LLC | 10,966 | $156.4K | 0.09% | 00.0% | Unchanged |
| Golden State Equity Partners | 11,003 | $156.9K | 0.03% | +960+9.6% | Added |
| Vista Investment Partners II, LLC | 11,070 | $157.9K | 0.09% | −88−0.8% | Reduced |
| CVFG LLC | 11,246 | $160.4K | 0.15% | −2,000−15.1% | Reduced |
| Capital Investment Advisory Services, LLC | 11,281 | $160.9K | 0.01% | +223+2.0% | Added |
| Neuberger Berman Group LLC | 11,312 | $161.3K | 0.00% | −5,000−30.7% | Reduced |
| Dudley Capital Management, LLC | 11,896 | $169.6K | 0.09% | +87+0.7% | Added |
| Equitable Holdings, Inc. | 12,544 | $178.9K | 0.00% | +9+0.1% | Added |
| Clearstead Advisors, LLC | 12,591 | $179.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 12,736 | $181.6K | 0.00% | +153+1.2% | Added |
| Stratos Wealth Partners, LTD. | 12,810 | $182.7K | 0.00% | −54,639−81.0% | Reduced |
| Focused Wealth Management, Inc | 13,250 | $188.9K | 0.03% | +197+1.5% | Added |
| Chicago Partners Investment Group LLC | 13,486 | $190.4K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 13,631 | $194.4K | 0.01% | +3,460+34.0% | Added |
| Brown Advisory Inc | 13,940 | $198.8K | 0.00% | +22+0.2% | Added |
| L.M. Kohn & Company | 14,244 | $203.1K | 0.05% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 14,321 | $204.2K | 0.00% | +1,393+10.8% | Added |
| Garden State Investment Advisory Services LLC | 14,348 | $204.6K | 0.07% | +60+0.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,522 | $206.4K | 0.00% | +70.0% | Added |
| HRT Financial LP | 15,206 | $216.0K | 0.00% | +3,300+27.7% | Added |
| Blue Chip Partners, Inc. | 15,447 | $220.3K | 0.02% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 15,475 | $220.7K | 0.04% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 16,470 | $234.9K | 0.14% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 16,499 | $235.3K | 0.01% | 00.0% | Unchanged |
| Seek First Inc. | 16,549 | $236.0K | 0.21% | +16,549 | New |
| Avantax Advisory Services, Inc. | 16,765 | $239.1K | 0.00% | −110−0.7% | Reduced |
| Bank of New York Mellon Corp | 17,002 | $242.4K | 0.00% | −3,000−15.0% | Reduced |
| Captrust Financial Advisors | 17,013 | $242.6K | 0.00% | +17,013 | New |
| Compass Planning Associates Inc | 17,450 | $248.8K | 0.25% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 17,511 | $249.7K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 17,665 | $251.9K | 0.08% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 18,988 | $252.4K | 0.02% | −529−2.7% | Reduced |
| Monograph Wealth Advisors, LLC | 18,285 | $260.7K | 0.04% | +30.0% | Added |
| Wealth Alliance | 18,363 | $261.9K | 0.03% | +820+4.7% | Added |
| Envestnet Asset Management Inc | 18,726 | $267.0K | 0.00% | +3,537+23.3% | Added |
| Onyx Bridge Wealth Group LLC | 19,061 | $271.8K | 0.04% | +377+2.0% | Added |
| Harbour Investments, Inc. | 19,070 | $271.9K | 0.01% | +186+1.0% | Added |
| Oppenheimer & Co Inc | 19,851 | $283.1K | 0.00% | +4,769+31.6% | Added |
| Quantum Private Wealth, LLC | 20,000 | $285.2K | 0.11% | 00.0% | Unchanged |
| Cerity Partners LLC | 20,848 | $297.3K | 0.00% | −1,035−4.7% | Reduced |
| Burford Brothers, Inc. | 21,400 | $305.2K | 0.15% | 00.0% | Unchanged |