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 |
|---|---|---|---|---|---|
| Burford Brothers, Inc. | 21,400 | $331.1K | 0.15% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 21,633 | $334.7K | 0.01% | +2,563+13.4% | Added |
| Concurrent Investment Advisors, LLC | 21,771 | $336.8K | 0.01% | +21,771 | New |
| Beacon Pointe Advisors, LLC | 21,918 | $339.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 22,374 | $346.1K | 0.00% | −142−0.6% | Reduced |
| Fiduciary Alliance LLC | 22,450 | $347.3K | 0.03% | +22,450 | New |
| David Loasby | 23,634 | $366.3K | 0.03% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 24,653 | $381.4K | 0.01% | −1,597−6.1% | Reduced |
| Mercer Global Advisors Inc | 24,861 | $384.6K | 0.00% | −90−0.4% | Reduced |
| Arete Wealth Advisors, LLC | 27,122 | $420.0K | 0.03% | −96−0.4% | Reduced |
| RSM US Wealth Management LLC | 27,393 | $423.8K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 28,508 | $441.0K | 0.00% | +2,622+10.1% | Added |
| Cerity Partners LLC | 28,792 | $445.4K | 0.00% | +7,944+38.1% | Added |
| EP Wealth Advisors, LLC | 29,485 | $456.1K | 0.00% | +29,485 | New |
| CI Private Wealth, LLC | 30,474 | $471.4K | 0.00% | −2,300−7.0% | Reduced |
| Commerce Bank | 30,743 | $475.6K | 0.00% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 35,852 | $511.3K | 0.09% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 34,107 | $527.6K | 0.07% | +1,360+4.2% | Added |
| Stratos Wealth Advisors, LLC | 34,269 | $530.1K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 35,085 | $542.8K | 0.02% | +2,698+8.3% | Added |
| Ameritas Advisory Services, LLC | 37,265 | $576.5K | 0.03% | −14,302−27.7% | Reduced |
| Strait & Sound Wealth Management LLC | 38,250 | $591.7K | 0.25% | +106+0.3% | Added |
| Greenleaf Trust | 39,274 | $607.6K | 0.01% | −2,064−5.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 39,668 | $613.7K | 0.10% | +39,668 | New |
| Wiley Bros.-Aintree Capital, LLC | 40,250 | $622.7K | 0.00% | +25,728+177.2% | Added |
| David J Yvars Group | 40,622 | $628.1K | 0.37% | +483+1.2% | Added |
| International Assets Investment Management, LLC | 41,415 | $640.7K | 0.05% | +1,800+4.5% | Added |
| Centaurus Financial, Inc. | 42,136 | $652.0K | 0.04% | −5,621−11.8% | Reduced |
| Flputnam Investment Management Co | 42,458 | $656.8K | 0.01% | −243−0.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 42,163 | $660.3K | 0.00% | +1,819+4.5% | Added |
| Truist Financial Corp | 43,201 | $668.3K | 0.00% | +2,402+5.9% | Added |
| The PNC Financial Services Group, Inc. | 43,446 | $672.1K | 0.00% | 00.0% | Unchanged |
| Wealth Effects LLC | 43,812 | $677.8K | 0.25% | −5,764−11.6% | Reduced |
| Mariner, LLC | 44,250 | $684.5K | 0.00% | +7,571+20.6% | Added |
| Ignite Planners, LLC | 44,598 | $692.6K | 0.12% | −2,614−5.5% | Reduced |
| Creative Planning | 46,113 | $713.4K | 0.00% | +13,476+41.3% | Added |
| ELCO Management Co., LLC | 46,400 | $717.8K | 0.38% | −1,000−2.1% | Reduced |
| NWF Advisory Services Inc. | 46,801 | $724.0K | 0.09% | −198−0.4% | Reduced |
| Summit Investment Advisory Services, LLC | 47,594 | $736.3K | 0.32% | +771+1.6% | Added |
| Morey & Quinn Wealth Partners, LLC | 49,046 | $758.7K | 0.61% | +6,595+15.5% | Added |
| Summit Financial, LLC | 51,079 | $790.2K | 0.02% | +51,079 | New |
| Atria Wealth Solutions, Inc. | 54,625 | $845.0K | 0.02% | +25,689+88.8% | Added |
| Gladstone Institutional Advisory LLC | 56,500 | $874.1K | 0.04% | +91+0.2% | Added |
| Smith, Moore & Co. | 67,626 | $1.05M | 0.09% | +9,249+15.8% | Added |
| GWM Advisors LLC | 67,795 | $1.05M | 0.01% | +9,963+17.2% | Added |
| Sanctuary Advisors, LLC | 75,683 | $1.17M | 0.01% | −10,199−11.9% | Reduced |
| Kingsview Wealth Management, LLC | 77,215 | $1.19M | 0.02% | +18,216+30.9% | Added |
| Atomi Financial Group, Inc. | 77,507 | $1.20M | 0.05% | +2,654+3.5% | Added |
| Comerica Bank | 95,647 | $1.48M | 0.01% | −3,480−3.5% | Reduced |
| Kestra Advisory Services, LLC | 95,777 | $1.48M | 0.01% | +20,490+27.2% | Added |
| Goldman Sachs Group Inc | 100,000 | $1.55M | 0.00% | −16,546−14.2% | Reduced |
| Merit Financial Group, LLC | 130,897 | $2.02M | 0.02% | +4,658+3.7% | Added |
| Pointe Capital Management LLC | 137,204 | $2.12M | 1.10% | +440+0.3% | Added |
| Wedbush Securities Inc | 139,198 | $2.15M | 0.08% | −97−0.1% | Reduced |
| Parsons Capital Management Inc | 150,136 | $2.32M | 0.14% | −9,079−5.7% | Reduced |
| Guardian Wealth Advisors, LLC | 164,610 | $2.55M | 0.18% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 166,110 | $2.57M | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 196,325 | $3.04M | 0.02% | +11,723+6.4% | Added |
| Private Advisor Group, LLC | 225,324 | $3.49M | 0.02% | +1,213+0.5% | Added |
| GPS Wealth Strategies Group, LLC | 233,555 | $3.61M | 0.42% | −1,287−0.5% | Reduced |
| C2C Wealth Management, LLC | 238,094 | $3.68M | 3.34% | −5,300−2.2% | Reduced |
| Commonwealth Equity Services, LLC | 239,474 | $3.71M | 0.00% | +22,969+10.6% | Added |
| Cetera Investment Advisers | 241,286 | $3.73M | 0.01% | +31,731+15.1% | Added |
| Cypress Capital Management LLC (WY) | 280,492 | $4.34M | 4.71% | +164,262+141.3% | Added |
| Advisors Asset Management, Inc. | 292,815 | $4.53M | 0.08% | +37,276+14.6% | Added |
| Cohen & Steers, Inc. | 295,617 | $4.57M | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 298,312 | $4.61M | 0.01% | +8,645+3.0% | Added |
| Rockefeller Capital Management L.P. | 301,117 | $4.66M | 0.01% | +7,325+2.5% | Added |
| Janney Montgomery Scott LLC | 314,945 | $4.87M | 0.01% | +4,997+1.6% | Added |
| CoreCap Advisors, LLC | 336,018 | $5.20M | 0.21% | +11,230+3.5% | Added |
| IHT Wealth Management, LLC | 357,335 | $5.53M | 0.15% | +14,296+4.2% | Added |
| Pathway Financial Advisers, LLC | 385,599 | $5.97M | 1.93% | +13,226+3.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 390,591 | $6.04M | 0.02% | −50,053−11.4% | Reduced |
| Heron Bay Capital Management | 406,483 | $6.29M | 1.24% | +89,849+28.4% | Added |
| Ameriprise Financial Inc | 410,548 | $6.33M | 0.00% | −454,004−52.5% | Reduced |
| Stifel Financial Corp | 423,473 | $6.55M | 0.01% | +31,544+8.0% | Added |
| UBS Group AG | 467,163 | $7.23M | 0.00% | −2,370−0.5% | Reduced |
| Baird Financial Group, Inc. | 518,461 | $8.02M | 0.01% | +28,018+5.7% | Added |
| Advisor Group Holdings, Inc. | 551,166 | $8.53M | 0.02% | −60,531−9.9% | Reduced |
| Matrix Private Capital Group LLC | 629,694 | $9.74M | 5.73% | −17,269−2.7% | Reduced |
| Royal Bank of Canada | 713,247 | $11.0M | 0.00% | +13,095+1.9% | Added |
| Bank of America Corp | 808,900 | $12.5M | 0.00% | +33,787+4.4% | Added |
| RFG Advisory, LLC | 928,828 | $14.4M | 0.34% | −51,457−5.2% | Reduced |
| Guggenheim Capital LLC | 1,036,165 | $16.0M | 0.13% | +74,658+7.8% | Added |
| Principal Securities, Inc. | 1,134,479 | $17.6M | 0.33% | +75,819+7.2% | Added |
| LPL Financial LLC | 1,174,809 | $18.2M | 0.01% | +42,669+3.8% | Added |
| Invesco Ltd. | 1,513,968 | $23.4M | 0.00% | −9,405−0.6% | Reduced |
| Wells Fargo & Company | 1,954,890 | $30.2M | 0.01% | +75,983+4.0% | Added |
| Raymond James Financial Inc | 2,643,146 | $40.9M | 0.01% | +49,567+1.9% | Added |
| Morgan Stanley | 12,285,081 | $190.1M | 0.01% | −98,111−0.8% | Reduced |
| Kane Investment Management, Inc. | 0 | $0 | 0.00% | −88,845−100.0% | Sold out |
| LaSalle St. Investment Advisors, LLC | 0 | $0 | 0.00% | −36,926−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −15,206−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −13,631−100.0% | Sold out |
| LVZ Advisors, Inc. | 0 | $0 | 0.00% | −10,023−100.0% | Sold out |
| South Plains Financial, Inc. | 0 | $0 | 0.00% | −7,159−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −4,750−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −4,556−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |