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, Q3 2025
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Sep 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
- 195
- +9 vs. Q2 2025
- Shares held
- 37.1M
- +988.1K (+2.7%) vs. Q2 2025
- Total value
- $590.1M
- +$31.7M (+5.7%) vs. Q2 2025
- New holders
- 18
- 69 more added
- Sold out
- 9
- 45 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 12,939,713 | $205.7M | 0.01% | +654,632+5.3% | Added |
| Raymond James Financial Inc | 2,706,796 | $43.0M | 0.01% | +63,650+2.4% | Added |
| Wells Fargo & Company | 1,984,526 | $31.6M | 0.01% | +29,636+1.5% | Added |
| Invesco Ltd. | 1,513,246 | $24.1M | 0.00% | −7220.0% | Reduced |
| LPL Financial LLC | 1,188,282 | $18.9M | 0.01% | +13,473+1.1% | Added |
| Principal Securities, Inc. | 1,151,738 | $18.3M | 0.30% | +17,259+1.5% | Added |
| Guggenheim Capital LLC | 972,238 | $15.5M | 0.11% | −63,927−6.2% | Reduced |
| Bank of America Corp | 807,015 | $12.8M | 0.00% | −1,885−0.2% | Reduced |
| Royal Bank of Canada | 674,301 | $10.7M | 0.00% | −38,946−5.5% | Reduced |
| Matrix Private Capital Group LLC | 669,525 | $10.6M | 5.64% | +39,831+6.3% | Added |
| RFG Advisory, LLC | 615,175 | $9.78M | 0.20% | −313,653−33.8% | Reduced |
| Advisor Group Holdings, Inc. | 552,410 | $8.76M | 0.01% | +1,244+0.2% | Added |
| Baird Financial Group, Inc. | 543,510 | $8.64M | 0.01% | +25,049+4.8% | Added |
| UBS Group AG | 532,822 | $8.47M | 0.00% | +65,659+14.1% | Added |
| Ameriprise Financial Inc | 424,443 | $7.22M | 0.00% | +13,895+3.4% | Added |
| Stifel Financial Corp | 414,404 | $6.59M | 0.01% | −9,069−2.1% | Reduced |
| Pathway Financial Advisers, LLC | 408,163 | $6.49M | 1.89% | +22,564+5.9% | Added |
| Heron Bay Capital Management | 404,350 | $6.43M | 1.20% | −2,133−0.5% | Reduced |
| IHT Wealth Management, LLC | 403,270 | $6.41M | 0.16% | +45,935+12.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 386,084 | $6.14M | 0.02% | −4,507−1.2% | Reduced |
| Janney Montgomery Scott LLC | 353,253 | $5.62M | 0.01% | +38,308+12.2% | Added |
| Advisors Asset Management, Inc. | 319,468 | $5.08M | 0.09% | +26,653+9.1% | Added |
| CoreCap Advisors, LLC | 315,203 | $5.01M | 0.18% | −20,815−6.2% | Reduced |
| Rockefeller Capital Management L.P. | 299,014 | $4.75M | 0.01% | −2,103−0.7% | Reduced |
| Cohen & Steers, Inc. | 295,617 | $4.70M | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 289,824 | $4.61M | 0.01% | −8,488−2.8% | Reduced |
| Cypress Capital Management LLC (WY) | 280,562 | $4.46M | 4.12% | +700.0% | Added |
| Cetera Investment Advisers | 260,731 | $4.15M | 0.00% | +19,445+8.1% | Added |
| C2C Wealth Management, LLC | 233,594 | $3.71M | 3.19% | −4,500−1.9% | Reduced |
| Private Advisor Group, LLC | 231,759 | $3.68M | 0.02% | +6,435+2.9% | Added |
| GPS Wealth Strategies Group, LLC | 230,916 | $3.67M | 0.39% | −2,639−1.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 201,757 | $3.21M | 0.02% | +5,432+2.8% | Added |
| Commonwealth Equity Services, LLC | 191,855 | $3.05M | 0.00% | −47,619−19.9% | Reduced |
| Aptus Capital Advisors, LLC | 166,110 | $2.64M | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 164,610 | $2.62M | 0.17% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 148,326 | $2.36M | 0.13% | −1,810−1.2% | Reduced |
| Pensionmark Financial Group, LLC | 140,794 | $2.24M | 0.05% | +140,794 | New |
| Wedbush Securities Inc | 139,277 | $2.21M | 0.07% | +79+0.1% | Added |
| Pointe Capital Management LLC | 136,182 | $2.17M | 1.06% | −1,022−0.7% | Reduced |
| Merit Financial Group, LLC | 130,634 | $2.08M | 0.02% | −263−0.2% | Reduced |
| PMG Family Office LLC | 105,103 | $1.67M | 1.87% | +105,103 | New |
| Goldman Sachs Group Inc | 100,319 | $1.60M | 0.00% | +319+0.3% | Added |
| Mercer Global Advisors Inc | 96,389 | $1.53M | 0.00% | +71,528+287.7% | Added |
| Atomi Financial Group, Inc. | 80,516 | $1.28M | 0.04% | +3,009+3.9% | Added |
| Kestra Advisory Services, LLC | 76,398 | $1.21M | 0.01% | −19,379−20.2% | Reduced |
| Sanctuary Advisors, LLC | 76,311 | $1.21M | 0.01% | +628+0.8% | Added |
| Comerica Bank | 75,647 | $1.20M | 0.00% | −20,000−20.9% | Reduced |
| Kingsview Wealth Management, LLC | 75,595 | $1.20M | 0.02% | −1,620−2.1% | Reduced |
| Smith, Moore & Co. | 70,629 | $1.12M | 0.09% | +3,003+4.4% | Added |
| GWM Advisors LLC | 67,979 | $1.08M | 0.00% | +184+0.3% | Added |
| Gladstone Institutional Advisory LLC | 56,586 | $899.7K | 0.03% | +86+0.2% | Added |
| Summit Financial, LLC | 54,056 | $859.5K | 0.01% | +2,977+5.8% | Added |
| Ameritas Advisory Services, LLC | 52,553 | $835.6K | 0.05% | +15,288+41.0% | Added |
| Summit Investment Advisory Services, LLC | 48,322 | $768.3K | 0.31% | +728+1.5% | Added |
| Morey & Quinn Wealth Partners, LLC | 48,168 | $765.9K | 0.56% | −878−1.8% | Reduced |
| NWF Advisory Services Inc. | 47,766 | $759.5K | 0.08% | +965+2.1% | Added |
| Truist Financial Corp | 46,618 | $741.2K | 0.00% | +3,417+7.9% | Added |
| Wealth Effects LLC | 46,080 | $732.7K | 0.24% | +2,268+5.2% | Added |
| ELCO Management Co., LLC | 45,687 | $726.4K | 0.38% | −713−1.5% | Reduced |
| Ignite Planners, LLC | 44,956 | $714.8K | 0.12% | +358+0.8% | Added |
| Mariner, LLC | 44,737 | $711.3K | 0.00% | +487+1.1% | Added |
| Creative Planning | 44,171 | $702.3K | 0.00% | −1,942−4.2% | Reduced |
| The PNC Financial Services Group, Inc. | 43,446 | $690.8K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 42,805 | $681.0K | 0.03% | +669+1.6% | Added |
| Newbridge Financial Services Group, Inc. | 41,327 | $657.1K | 0.10% | +1,659+4.2% | Added |
| Jefferies Financial Group Inc. | 41,240 | $655.7K | 0.01% | +22,404+118.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 41,362 | $651.5K | 0.00% | −801−1.9% | Reduced |
| International Assets Investment Management, LLC | 41,415 | $645.2K | 0.05% | 00.0% | Unchanged |
| David J Yvars Group | 40,022 | $636.0K | 0.34% | −600−1.5% | Reduced |
| Shikiar Asset Management Inc | 39,865 | $634.0K | 0.16% | +39,865 | New |
| Wiley Bros.-Aintree Capital, LLC | 38,232 | $607.9K | 0.00% | −2,018−5.0% | Reduced |
| LaSalle St. Investment Advisors, LLC | 38,161 | $606.0K | 0.11% | +38,161 | New |
| Strait & Sound Wealth Management LLC | 37,314 | $593.3K | 0.23% | −936−2.4% | Reduced |
| Brand Asset Management Group, Inc. | 36,659 | $582.9K | 0.16% | +36,659 | New |
| Greenleaf Trust | 36,392 | $578.6K | 0.01% | −2,882−7.3% | Reduced |
| Ameritas Investment Partners, Inc. | 34,823 | $553.7K | 0.02% | −262−0.7% | Reduced |
| Stratos Wealth Advisors, LLC | 34,269 | $544.9K | 0.03% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 33,200 | $527.9K | 0.00% | +11,282+51.5% | Added |
| Flaharty Asset Management, LLC | 32,399 | $515.1K | 0.07% | −1,708−5.0% | Reduced |
| Commerce Bank | 30,743 | $488.8K | 0.00% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 31,252 | $483.5K | 0.08% | −4,600−12.8% | Reduced |
| CI Private Wealth, LLC | 29,324 | $466.3K | 0.00% | −1,150−3.8% | Reduced |
| MML Investors Services, LLC | 29,167 | $463.8K | 0.00% | +659+2.3% | Added |
| Cerity Partners LLC | 28,953 | $460.4K | 0.00% | +161+0.6% | Added |
| RSM US Wealth Management LLC | 27,393 | $435.6K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 27,194 | $432.0K | 0.03% | +72+0.3% | Added |
| Captrust Financial Advisors | 24,940 | $396.5K | 0.00% | +10,727+75.5% | Added |
| Fiduciary Alliance LLC | 23,200 | $368.9K | 0.02% | +750+3.3% | Added |
| David Loasby | 22,997 | $362.2K | 0.03% | −637−2.7% | Reduced |
| Benjamin Edwards Inc | 22,730 | $361.4K | 0.00% | +22,730 | New |
| Capital Investment Advisory Services, LLC | 22,687 | $360.7K | 0.03% | +3,013+15.3% | Added |
| Northwestern Mutual Wealth Management Co | 22,374 | $355.7K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 21,832 | $347.1K | 0.01% | +61+0.3% | Added |
| Harbour Investments, Inc. | 21,692 | $344.9K | 0.01% | +59+0.3% | Added |
| Burford Brothers, Inc. | 21,400 | $340.3K | 0.15% | 00.0% | Unchanged |
| Seek First Inc. | 21,395 | $340.2K | 0.24% | +397+1.9% | Added |
| Onyx Bridge Wealth Group LLC | 20,717 | $329.4K | 0.04% | +1,268+6.5% | Added |
| J.W. Cole Advisors, Inc. | 20,630 | $328.0K | 0.01% | −4,023−16.3% | Reduced |
| Wealth Alliance | 20,330 | $323.3K | 0.03% | +1,106+5.8% | Added |
| Mendel Capital Management LLC | 20,188 | $321.0K | 0.17% | 00.0% | Unchanged |