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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 4 | $62 | 0.00% | −4−50.0% | Reduced |
| SJS Investment Consulting Inc. | 65 | $1.01K | 0.00% | +65 | New |
| Frazier Financial Advisors, LLC | 95 | $1.47K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 234 | $3.62K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 400 | $6.19K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 494 | $7.64K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 533 | $8.24K | 0.00% | +533 | New |
| AdvisorNet Financial, Inc | 618 | $9.56K | 0.00% | +618 | New |
| CoreFirst Bank & Trust | 625 | $9.67K | 0.01% | +625 | New |
| Pinnacle Financial Partners Inc | 629 | $9.73K | 0.00% | −8,493−93.1% | Reduced |
| Cedar Mountain Advisors, LLC | 768 | $11.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 800 | $12.4K | 0.00% | +800 | New |
| Gen-Wealth Partners Inc | 850 | $13.2K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 992 | $15.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,000 | $15.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $15.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,041 | $16.1K | 0.00% | −559−34.9% | Reduced |
| CWM, LLC | 1,084 | $17.0K | 0.00% | −5,880−84.4% | Reduced |
| Elequin Capital LP | 1,155 | $17.9K | 0.00% | −6,598−85.1% | Reduced |
| TD Capital Management LLC | 1,302 | $20.1K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,599 | $24.7K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,744 | $27.0K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2,121 | $33.5K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,333 | $36.1K | 0.00% | +2,333 | New |
| Eastern Bank | 2,344 | $36.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,412 | $37.3K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 2,437 | $37.7K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,667 | $41.3K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,987 | $46.2K | 0.00% | −1,167−28.1% | Reduced |
| Twin Lakes Capital Management, LLC | 3,181 | $49.2K | 0.03% | +63+2.0% | Added |
| Mascoma Wealth Management LLC | 3,190 | $49.3K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,231 | $50.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 3,250 | $50.3K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 3,325 | $51.4K | 0.00% | +1,349+68.3% | Added |
| Activest Wealth Management | 3,325 | $51.4K | 0.01% | −2,319−41.1% | Reduced |
| HHM Wealth Advisors, LLC | 3,587 | $55.5K | 0.01% | +72+2.0% | Added |
| Chilton Capital Management LLC | 3,700 | $57.2K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 3,809 | $58.9K | 0.00% | +3,809 | New |
| Private Trust Co NA | 4,035 | $62.4K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 4,590 | $71.0K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4,825 | $74.6K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 4,983 | $77.1K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,000 | $77.3K | 0.00% | −7,736−60.7% | Reduced |
| Farther Finance Advisors, LLC | 5,096 | $78.8K | 0.00% | +52+1.0% | Added |
| Redmont Wealth Advisors LLC | 5,138 | $79.5K | 0.12% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 6,322 | $97.8K | 0.07% | 00.0% | Unchanged |
| MAI Capital Management | 6,991 | $108.1K | 0.00% | +88+1.3% | Added |
| BlackRock, Inc. | 7,377 | $114.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 7,967 | $123.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 8,863 | $137.1K | 0.00% | −70−0.8% | Reduced |
| Global Retirement Partners, LLC | 9,282 | $143.6K | 0.00% | +9,282 | New |
| Beacon Investment Advisory Services, Inc. | 10,000 | $154.7K | 0.01% | 00.0% | Unchanged |
| Inscription Capital, LLC | 10,132 | $156.7K | 0.02% | −1,568−13.4% | Reduced |
| Retirement Planning Group | 10,139 | $156.8K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 10,312 | $159.5K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,337 | $159.9K | 0.01% | −16,946−62.1% | Reduced |
| Uncommon Cents Investing LLC | 10,384 | $160.6K | 0.04% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 10,428 | $161.3K | 0.01% | +10,428 | New |
| Stephens Inc | 10,734 | $166.1K | 0.00% | +40+0.4% | Added |
| Golden State Equity Partners | 11,003 | $170.2K | 0.03% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 11,266 | $174.3K | 0.09% | +300+2.7% | Added |
| Mutual Advisors, LLC | 11,122 | $174.7K | 0.00% | +203+1.9% | Added |
| Neuberger Berman Group LLC | 11,312 | $175.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 11,454 | $177.2K | 0.02% | −1,796−13.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 12,755 | $181.9K | 0.07% | +12,755 | New |
| Dudley Capital Management, LLC | 11,986 | $185.4K | 0.09% | +90+0.8% | Added |
| Vista Investment Partners II, LLC | 12,414 | $192.0K | 0.09% | +1,344+12.1% | Added |
| CVFG LLC | 12,944 | $200.2K | 0.16% | +1,698+15.1% | Added |
| Equitable Holdings, Inc. | 13,050 | $201.9K | 0.00% | +506+4.0% | Added |
| Brown Advisory Inc | 13,063 | $202.1K | 0.00% | −877−6.3% | Reduced |
| Chicago Partners Investment Group LLC | 13,486 | $210.9K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 13,728 | $212.4K | 0.00% | +918+7.2% | Added |
| Geneos Wealth Management Inc. | 13,910 | $215.2K | 0.01% | +7,740+125.4% | Added |
| Change Path, LLC | 14,169 | $219.2K | 0.01% | −75,784−84.2% | Reduced |
| Captrust Financial Advisors | 14,213 | $219.9K | 0.00% | −2,800−16.5% | Reduced |
| Garden State Investment Advisory Services LLC | 14,407 | $222.9K | 0.06% | +59+0.4% | Added |
| Mission Wealth Management, LP | 14,499 | $224.3K | 0.00% | −2,000−12.1% | Reduced |
| Quantum Private Wealth, LLC | 15,000 | $232.1K | 0.08% | −5,000−25.0% | Reduced |
| Strategic Financial Concepts, LLC | 15,415 | $238.5K | 0.03% | −60−0.4% | Reduced |
| Blue Chip Partners, Inc. | 15,447 | $239.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 15,525 | $240.2K | 0.00% | +2,934+23.3% | Added |
| Kovitz Investment Group Partners, LLC | 16,282 | $251.9K | 0.00% | +5,871+56.4% | Added |
| Capital Wealth Alliance, LLC | 16,470 | $254.8K | 0.14% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 16,791 | $259.8K | 0.00% | +26+0.2% | Added |
| Bank of New York Mellon Corp | 17,001 | $263.0K | 0.00% | −10.0% | Reduced |
| Compass Planning Associates Inc | 17,450 | $270.0K | 0.25% | 00.0% | Unchanged |
| Syverson Strege & Co | 17,665 | $273.3K | 0.06% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 18,011 | $278.6K | 0.00% | +500+2.9% | Added |
| Monograph Wealth Advisors, LLC | 18,288 | $282.9K | 0.03% | +30.0% | Added |
| Jefferies Financial Group Inc. | 18,836 | $291.4K | 0.00% | +4,515+31.5% | Added |
| L.M. Kohn & Company | 18,964 | $293.4K | 0.08% | +4,720+33.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 19,105 | $295.6K | 0.01% | −25,470−57.1% | Reduced |
| Wealth Alliance | 19,224 | $297.4K | 0.03% | +861+4.7% | Added |
| Confluence Wealth Services, Inc. | 19,312 | $298.8K | 0.02% | +324+1.7% | Added |
| Onyx Bridge Wealth Group LLC | 19,449 | $300.9K | 0.04% | +388+2.0% | Added |
| Envestnet Asset Management Inc | 19,572 | $302.8K | 0.00% | +846+4.5% | Added |
| Capital Investment Advisory Services, LLC | 19,674 | $304.4K | 0.02% | +8,393+74.4% | Added |
| Oppenheimer & Co Inc | 19,877 | $307.5K | 0.00% | +26+0.1% | Added |
| Mendel Capital Management LLC | 20,188 | $312.3K | 0.18% | −3,962−16.4% | Reduced |
| Seek First Inc. | 20,998 | $324.8K | 0.26% | +4,449+26.9% | Added |