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 |
|---|---|---|---|---|---|
| David Loasby | 23,634 | $311.5K | 0.03% | −679−2.8% | Reduced |
| Beacon Pointe Advisors, LLC | 21,918 | $312.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 22,516 | $321.1K | 0.00% | +4,845+27.4% | Added |
| Mendel Capital Management LLC | 24,150 | $344.4K | 0.21% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 24,951 | $355.8K | 0.00% | +7,596+43.8% | Added |
| MML Investors Services, LLC | 25,886 | $369.0K | 0.00% | +3,750+16.9% | Added |
| J.W. Cole Advisors, Inc. | 26,250 | $374.3K | 0.01% | +26,250 | New |
| Arete Wealth Advisors, LLC | 27,218 | $388.0K | 0.03% | +699+2.6% | Added |
| National Asset Management, Inc. | 27,283 | $389.1K | 0.01% | +527+2.0% | Added |
| RSM US Wealth Management LLC | 27,393 | $390.6K | 0.01% | +20.0% | Added |
| Atria Wealth Solutions, Inc. | 28,936 | $412.6K | 0.00% | −6,626−18.6% | Reduced |
| Commerce Bank | 30,743 | $438.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 32,387 | $461.8K | 0.02% | +2,520+8.4% | Added |
| Creative Planning | 32,637 | $465.4K | 0.00% | −2,107−6.1% | Reduced |
| Flaharty Asset Management, LLC | 32,747 | $467.0K | 0.07% | −22,504−40.7% | Reduced |
| CI Private Wealth, LLC | 32,774 | $467.4K | 0.00% | −1,486−4.3% | Reduced |
| Stratos Wealth Advisors, LLC | 34,269 | $488.7K | 0.03% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 35,852 | $511.3K | 0.09% | −1,235−3.3% | Reduced |
| Mariner, LLC | 36,679 | $523.0K | 0.00% | −7,982−17.9% | Reduced |
| LaSalle St. Investment Advisors, LLC | 36,926 | $526.0K | 0.12% | +1,643+4.7% | Added |
| Strait & Sound Wealth Management LLC | 38,144 | $543.9K | 0.25% | +2,303+6.4% | Added |
| International Assets Investment Management, LLC | 39,615 | $564.9K | 0.05% | −2,562−6.1% | Reduced |
| David J Yvars Group | 40,139 | $571.5K | 0.45% | +1,377+3.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 40,344 | $575.3K | 0.00% | +40,344 | New |
| Truist Financial Corp | 40,799 | $581.8K | 0.00% | −9,768−19.3% | Reduced |
| Greenleaf Trust | 41,338 | $589.5K | 0.01% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 42,451 | $605.4K | 0.50% | +3,615+9.3% | Added |
| Flputnam Investment Management Co | 42,701 | $608.9K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 43,446 | $619.5K | 0.00% | −25,680−37.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 44,575 | $635.6K | 0.02% | +75+0.2% | Added |
| Ignite Planners, LLC | 47,212 | $660.0K | 0.13% | +913+2.0% | Added |
| Summit Investment Advisory Services, LLC | 46,823 | $667.7K | 0.33% | +725+1.6% | Added |
| NWF Advisory Services Inc. | 46,999 | $670.2K | 0.09% | +46,999 | New |
| ELCO Management Co., LLC | 47,400 | $675.9K | 0.37% | +100+0.2% | Added |
| Centaurus Financial, Inc. | 47,757 | $681.0K | 0.04% | −1,062−2.2% | Reduced |
| Wealth Effects LLC | 49,576 | $707.0K | 0.30% | −5,014−9.2% | Reduced |
| Ameritas Advisory Services, LLC | 51,567 | $770.1K | 0.03% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 56,409 | $804.4K | 0.04% | −7,091−11.2% | Reduced |
| GWM Advisors LLC | 57,832 | $824.7K | 0.00% | −1,813−3.0% | Reduced |
| Smith, Moore & Co. | 58,377 | $832.5K | 0.08% | +5,153+9.7% | Added |
| Kingsview Wealth Management, LLC | 58,999 | $841.3K | 0.02% | −4,942−7.7% | Reduced |
| Atomi Financial Group, Inc. | 74,853 | $1.07M | 0.05% | +6,401+9.4% | Added |
| Kestra Advisory Services, LLC | 75,287 | $1.07M | 0.01% | −19,189−20.3% | Reduced |
| Sanctuary Advisors, LLC | 85,882 | $1.22M | 0.01% | +129+0.2% | Added |
| Kane Investment Management, Inc. | 88,845 | $1.27M | 0.61% | +14,456+19.4% | Added |
| Change Path, LLC | 89,953 | $1.28M | 0.04% | +14,403+19.1% | Added |
| Comerica Bank | 99,127 | $1.41M | 0.01% | +2,315+2.4% | Added |
| Cypress Capital Management LLC (WY) | 116,230 | $1.66M | 1.98% | +112,430+2,958.7% | Added |
| Goldman Sachs Group Inc | 116,546 | $1.66M | 0.00% | +15,446+15.3% | Added |
| Merit Financial Group, LLC | 126,239 | $1.80M | 0.03% | +15,459+14.0% | Added |
| Pointe Capital Management LLC | 136,764 | $1.95M | 1.14% | −5,106−3.6% | Reduced |
| Wedbush Securities Inc | 139,295 | $1.99M | 0.07% | −414−0.3% | Reduced |
| Parsons Capital Management Inc | 159,215 | $2.27M | 0.12% | +146+0.1% | Added |
| Guardian Wealth Advisors, LLC | 164,610 | $2.35M | 0.19% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 166,110 | $2.37M | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 184,602 | $2.63M | 0.02% | +3,889+2.2% | Added |
| Cetera Investment Advisers | 209,555 | $2.99M | 0.01% | +34,771+19.9% | Added |
| Commonwealth Equity Services, LLC | 216,505 | $3.09M | 0.00% | −1,160−0.5% | Reduced |
| Private Advisor Group, LLC | 224,111 | $3.20M | 0.02% | +1,340+0.6% | Added |
| GPS Wealth Strategies Group, LLC | 234,842 | $3.35M | 0.45% | +234,842 | New |
| C2C Wealth Management, LLC | 243,394 | $3.47M | 3.26% | −2,000−0.8% | Reduced |
| Advisors Asset Management, Inc. | 255,539 | $3.64M | 0.07% | +74,516+41.2% | Added |
| HighTower Advisors, LLC | 289,667 | $4.13M | 0.01% | −4,285−1.5% | Reduced |
| Rockefeller Capital Management L.P. | 293,792 | $4.19M | 0.01% | +10,343+3.6% | Added |
| Cohen & Steers, Inc. | 295,617 | $4.21M | 0.01% | −20,000−6.3% | Reduced |
| Janney Montgomery Scott LLC | 309,948 | $4.42M | 0.01% | +138,368+80.6% | Added |
| Heron Bay Capital Management | 316,634 | $4.52M | 0.95% | +280+0.1% | Added |
| CoreCap Advisors, LLC | 324,788 | $4.63M | 0.20% | +5,285+1.7% | Added |
| IHT Wealth Management, LLC | 343,039 | $4.89M | 0.15% | +92,438+36.9% | Added |
| Pathway Financial Advisers, LLC | 372,373 | $5.31M | 1.82% | +14,755+4.1% | Added |
| Stifel Financial Corp | 391,929 | $5.59M | 0.01% | +632+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 440,644 | $6.28M | 0.02% | −28,751−6.1% | Reduced |
| UBS Group AG | 469,533 | $6.70M | 0.00% | −269,573−36.5% | Reduced |
| Baird Financial Group, Inc. | 490,443 | $6.99M | 0.01% | −27,318−5.3% | Reduced |
| Advisor Group Holdings, Inc. | 611,697 | $8.72M | 0.02% | +95,429+18.5% | Added |
| Matrix Private Capital Group LLC | 646,963 | $9.23M | 5.52% | −14,519−2.2% | Reduced |
| Royal Bank of Canada | 700,152 | $9.98M | 0.00% | +65,135+10.3% | Added |
| Bank of America Corp | 775,113 | $11.1M | 0.00% | −12,741−1.6% | Reduced |
| Ameriprise Financial Inc | 864,552 | $12.3M | 0.00% | +471,342+119.9% | Added |
| Guggenheim Capital LLC | 961,507 | $13.7M | 0.13% | −19,062−1.9% | Reduced |
| RFG Advisory, LLC | 980,285 | $14.0M | 0.38% | −60,519−5.8% | Reduced |
| Principal Securities, Inc. | 1,058,660 | $15.8M | 0.35% | +3,357+0.3% | Added |
| LPL Financial LLC | 1,132,140 | $16.1M | 0.01% | +482,352+74.2% | Added |
| Invesco Ltd. | 1,523,373 | $21.7M | 0.00% | −228,145−13.0% | Reduced |
| Wells Fargo & Company | 1,878,907 | $26.8M | 0.01% | +7,244+0.4% | Added |
| Raymond James Financial Inc | 2,593,579 | $37.0M | 0.01% | +125,265+5.1% | Added |
| Morgan Stanley | 12,383,192 | $176.6M | 0.01% | +222,157+1.8% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −8,978−100.0% | Sold out |
| Essential Planning, LLC. | 0 | $0 | 0.00% | −227,500−100.0% | Sold out |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −219,659−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −100,633−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −60,809−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −24,586−100.0% | Sold out |
| Intelligence Driven Advisers, LLC | 0 | $0 | 0.00% | −22,899−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −16,052−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −14,950−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −13,826−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −10,250−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −10,117−100.0% | Sold out |