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