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 2025
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Jun 30, 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
- 190
- +3 vs. Q1 2025
- Shares held
- 36.2M
- +87.2K (+0.2%) vs. Q1 2025
- Total value
- $560.2M
- +$44.3M (+8.6%) vs. Q1 2025
- New holders
- 15
- 75 more added
- Sold out
- 12
- 49 more reduced
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 12,285,081 | $190.1M | 0.01% | −98,111−0.8% | Reduced |
| Raymond James Financial Inc | 2,643,146 | $40.9M | 0.01% | +49,567+1.9% | Added |
| Wells Fargo & Company | 1,954,890 | $30.2M | 0.01% | +75,983+4.0% | Added |
| Invesco Ltd. | 1,513,968 | $23.4M | 0.00% | −9,405−0.6% | Reduced |
| LPL Financial LLC | 1,174,809 | $18.2M | 0.01% | +42,669+3.8% | Added |
| Principal Securities, Inc. | 1,134,479 | $17.6M | 0.33% | +75,819+7.2% | Added |
| Guggenheim Capital LLC | 1,036,165 | $16.0M | 0.13% | +74,658+7.8% | Added |
| RFG Advisory, LLC | 928,828 | $14.4M | 0.34% | −51,457−5.2% | Reduced |
| Bank of America Corp | 808,900 | $12.5M | 0.00% | +33,787+4.4% | Added |
| Royal Bank of Canada | 713,247 | $11.0M | 0.00% | +13,095+1.9% | Added |
| Matrix Private Capital Group LLC | 629,694 | $9.74M | 5.73% | −17,269−2.7% | Reduced |
| Advisor Group Holdings, Inc. | 551,166 | $8.53M | 0.02% | −60,531−9.9% | Reduced |
| Baird Financial Group, Inc. | 518,461 | $8.02M | 0.01% | +28,018+5.7% | Added |
| UBS Group AG | 467,163 | $7.23M | 0.00% | −2,370−0.5% | Reduced |
| Stifel Financial Corp | 423,473 | $6.55M | 0.01% | +31,544+8.0% | Added |
| Ameriprise Financial Inc | 410,548 | $6.33M | 0.00% | −454,004−52.5% | Reduced |
| Heron Bay Capital Management | 406,483 | $6.29M | 1.24% | +89,849+28.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 390,591 | $6.04M | 0.02% | −50,053−11.4% | Reduced |
| Pathway Financial Advisers, LLC | 385,599 | $5.97M | 1.93% | +13,226+3.6% | Added |
| IHT Wealth Management, LLC | 357,335 | $5.53M | 0.15% | +14,296+4.2% | Added |
| CoreCap Advisors, LLC | 336,018 | $5.20M | 0.21% | +11,230+3.5% | Added |
| Janney Montgomery Scott LLC | 314,945 | $4.87M | 0.01% | +4,997+1.6% | Added |
| Rockefeller Capital Management L.P. | 301,117 | $4.66M | 0.01% | +7,325+2.5% | Added |
| HighTower Advisors, LLC | 298,312 | $4.61M | 0.01% | +8,645+3.0% | Added |
| Cohen & Steers, Inc. | 295,617 | $4.57M | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 292,815 | $4.53M | 0.08% | +37,276+14.6% | Added |
| Cypress Capital Management LLC (WY) | 280,492 | $4.34M | 4.71% | +164,262+141.3% | Added |
| Cetera Investment Advisers | 241,286 | $3.73M | 0.01% | +31,731+15.1% | Added |
| Commonwealth Equity Services, LLC | 239,474 | $3.71M | 0.00% | +22,969+10.6% | Added |
| C2C Wealth Management, LLC | 238,094 | $3.68M | 3.34% | −5,300−2.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 233,555 | $3.61M | 0.42% | −1,287−0.5% | Reduced |
| Private Advisor Group, LLC | 225,324 | $3.49M | 0.02% | +1,213+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 196,325 | $3.04M | 0.02% | +11,723+6.4% | Added |
| Aptus Capital Advisors, LLC | 166,110 | $2.57M | 0.03% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 164,610 | $2.55M | 0.18% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 150,136 | $2.32M | 0.14% | −9,079−5.7% | Reduced |
| Wedbush Securities Inc | 139,198 | $2.15M | 0.08% | −97−0.1% | Reduced |
| Pointe Capital Management LLC | 137,204 | $2.12M | 1.10% | +440+0.3% | Added |
| Merit Financial Group, LLC | 130,897 | $2.02M | 0.02% | +4,658+3.7% | Added |
| Goldman Sachs Group Inc | 100,000 | $1.55M | 0.00% | −16,546−14.2% | Reduced |
| Kestra Advisory Services, LLC | 95,777 | $1.48M | 0.01% | +20,490+27.2% | Added |
| Comerica Bank | 95,647 | $1.48M | 0.01% | −3,480−3.5% | Reduced |
| Atomi Financial Group, Inc. | 77,507 | $1.20M | 0.05% | +2,654+3.5% | Added |
| Kingsview Wealth Management, LLC | 77,215 | $1.19M | 0.02% | +18,216+30.9% | Added |
| Sanctuary Advisors, LLC | 75,683 | $1.17M | 0.01% | −10,199−11.9% | Reduced |
| GWM Advisors LLC | 67,795 | $1.05M | 0.01% | +9,963+17.2% | Added |
| Smith, Moore & Co. | 67,626 | $1.05M | 0.09% | +9,249+15.8% | Added |
| Gladstone Institutional Advisory LLC | 56,500 | $874.1K | 0.04% | +91+0.2% | Added |
| Atria Wealth Solutions, Inc. | 54,625 | $845.0K | 0.02% | +25,689+88.8% | Added |
| Summit Financial, LLC | 51,079 | $790.2K | 0.02% | +51,079 | New |
| Morey & Quinn Wealth Partners, LLC | 49,046 | $758.7K | 0.61% | +6,595+15.5% | Added |
| Summit Investment Advisory Services, LLC | 47,594 | $736.3K | 0.32% | +771+1.6% | Added |
| NWF Advisory Services Inc. | 46,801 | $724.0K | 0.09% | −198−0.4% | Reduced |
| ELCO Management Co., LLC | 46,400 | $717.8K | 0.38% | −1,000−2.1% | Reduced |
| Creative Planning | 46,113 | $713.4K | 0.00% | +13,476+41.3% | Added |
| Ignite Planners, LLC | 44,598 | $692.6K | 0.12% | −2,614−5.5% | Reduced |
| Mariner, LLC | 44,250 | $684.5K | 0.00% | +7,571+20.6% | Added |
| Wealth Effects LLC | 43,812 | $677.8K | 0.25% | −5,764−11.6% | Reduced |
| The PNC Financial Services Group, Inc. | 43,446 | $672.1K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 43,201 | $668.3K | 0.00% | +2,402+5.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 42,163 | $660.3K | 0.00% | +1,819+4.5% | Added |
| Flputnam Investment Management Co | 42,458 | $656.8K | 0.01% | −243−0.6% | Reduced |
| Centaurus Financial, Inc. | 42,136 | $652.0K | 0.04% | −5,621−11.8% | Reduced |
| International Assets Investment Management, LLC | 41,415 | $640.7K | 0.05% | +1,800+4.5% | Added |
| David J Yvars Group | 40,622 | $628.1K | 0.37% | +483+1.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 40,250 | $622.7K | 0.00% | +25,728+177.2% | Added |
| Newbridge Financial Services Group, Inc. | 39,668 | $613.7K | 0.10% | +39,668 | New |
| Greenleaf Trust | 39,274 | $607.6K | 0.01% | −2,064−5.0% | Reduced |
| Strait & Sound Wealth Management LLC | 38,250 | $591.7K | 0.25% | +106+0.3% | Added |
| Ameritas Advisory Services, LLC | 37,265 | $576.5K | 0.03% | −14,302−27.7% | Reduced |
| Ameritas Investment Partners, Inc. | 35,085 | $542.8K | 0.02% | +2,698+8.3% | Added |
| Stratos Wealth Advisors, LLC | 34,269 | $530.1K | 0.03% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 34,107 | $527.6K | 0.07% | +1,360+4.2% | Added |
| Formidable Asset Management, LLC | 35,852 | $511.3K | 0.09% | 00.0% | Unchanged |
| Commerce Bank | 30,743 | $475.6K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 30,474 | $471.4K | 0.00% | −2,300−7.0% | Reduced |
| EP Wealth Advisors, LLC | 29,485 | $456.1K | 0.00% | +29,485 | New |
| Cerity Partners LLC | 28,792 | $445.4K | 0.00% | +7,944+38.1% | Added |
| MML Investors Services, LLC | 28,508 | $441.0K | 0.00% | +2,622+10.1% | Added |
| RSM US Wealth Management LLC | 27,393 | $423.8K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 27,122 | $420.0K | 0.03% | −96−0.4% | Reduced |
| Mercer Global Advisors Inc | 24,861 | $384.6K | 0.00% | −90−0.4% | Reduced |
| J.W. Cole Advisors, Inc. | 24,653 | $381.4K | 0.01% | −1,597−6.1% | Reduced |
| David Loasby | 23,634 | $366.3K | 0.03% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 22,450 | $347.3K | 0.03% | +22,450 | New |
| Northwestern Mutual Wealth Management Co | 22,374 | $346.1K | 0.00% | −142−0.6% | Reduced |
| Beacon Pointe Advisors, LLC | 21,918 | $339.1K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 21,771 | $336.8K | 0.01% | +21,771 | New |
| Harbour Investments, Inc. | 21,633 | $334.7K | 0.01% | +2,563+13.4% | Added |
| Burford Brothers, Inc. | 21,400 | $331.1K | 0.15% | 00.0% | Unchanged |
| Seek First Inc. | 20,998 | $324.8K | 0.26% | +4,449+26.9% | Added |
| Mendel Capital Management LLC | 20,188 | $312.3K | 0.18% | −3,962−16.4% | Reduced |
| Oppenheimer & Co Inc | 19,877 | $307.5K | 0.00% | +26+0.1% | Added |
| Capital Investment Advisory Services, LLC | 19,674 | $304.4K | 0.02% | +8,393+74.4% | Added |
| Envestnet Asset Management Inc | 19,572 | $302.8K | 0.00% | +846+4.5% | Added |
| Onyx Bridge Wealth Group LLC | 19,449 | $300.9K | 0.04% | +388+2.0% | Added |
| Confluence Wealth Services, Inc. | 19,312 | $298.8K | 0.02% | +324+1.7% | Added |
| Wealth Alliance | 19,224 | $297.4K | 0.03% | +861+4.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 19,105 | $295.6K | 0.01% | −25,470−57.1% | Reduced |
| L.M. Kohn & Company | 18,964 | $293.4K | 0.08% | +4,720+33.1% | Added |