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