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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 1 | $16 | 0.00% | −3−75.0% | Reduced |
| SJS Investment Consulting Inc. | 67 | $1.06K | 0.00% | +2+3.1% | Added |
| Jones Financial Companies LLLP | 76 | $1.20K | 0.00% | +76 | New |
| Exchange Traded Concepts, LLC | 94 | $1.50K | 0.00% | −3,715−97.5% | Reduced |
| Frazier Financial Advisors, LLC | 95 | $1.51K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 234 | $3.72K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 400 | $6.36K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 500 | $7.95K | 0.00% | +500 | New |
| Dunhill Financial, LLC | 533 | $8.47K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 618 | $9.83K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 625 | $9.94K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $12.2K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 850 | $13.5K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 896 | $14.2K | 0.00% | +896 | New |
| Salomon & Ludwin, LLC | 992 | $15.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,000 | $15.9K | 0.00% | −41−3.9% | Reduced |
| Financial Management Professionals, Inc. | 1,000 | $15.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $15.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,000 | $15.9K | 0.00% | +200+25.0% | Added |
| CWM, LLC | 1,084 | $17.0K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 1,278 | $20.3K | 0.01% | +1,278 | New |
| TD Capital Management LLC | 1,302 | $20.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,599 | $25.4K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,744 | $27.7K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2,121 | $33.3K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 2,344 | $37.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,412 | $38.3K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 2,437 | $38.8K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,667 | $42.2K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 3,190 | $50.7K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,231 | $51.4K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 3,242 | $51.5K | 0.02% | +61+1.9% | Added |
| Barrett & Company, Inc. | 3,250 | $51.7K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 3,325 | $52.9K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3,325 | $52.9K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3,654 | $58.1K | 0.01% | +67+1.9% | Added |
| BlackRock, Inc. | 3,688 | $58.6K | 0.00% | −3,689−50.0% | Reduced |
| Chilton Capital Management LLC | 3,700 | $58.8K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,949 | $62.8K | 0.00% | +962+32.2% | Added |
| Private Trust Co NA | 4,035 | $64.2K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,167 | $66.3K | 0.00% | +4,167 | New |
| CNB Bank | 4,590 | $73.0K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4,825 | $76.7K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 4,983 | $79.2K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,000 | $79.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 5,101 | $81.1K | 0.00% | +5,101 | New |
| Redmont Wealth Advisors LLC | 5,138 | $81.7K | 0.11% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5,184 | $82.4K | 0.00% | +88+1.7% | Added |
| Advisory Services Network, LLC | 5,212 | $82.9K | 0.00% | +5,212 | New |
| City Holding Co | 6,000 | $95.4K | 0.01% | +6,000 | New |
| Millstone Evans Group, LLC | 6,322 | $100.5K | 0.06% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 6,705 | $102.7K | 0.14% | +6,705 | New |
| MAI Capital Management | 7,074 | $112.5K | 0.00% | +83+1.2% | Added |
| EverSource Wealth Advisors, LLC | 7,392 | $117.5K | 0.00% | +7,392 | New |
| Allworth Financial LP | 7,967 | $126.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 8,863 | $140.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 9,357 | $148.8K | 0.00% | +75+0.8% | Added |
| WealthCare Investment Partners, LLC | 10,000 | $158.6K | 0.05% | +10,000 | New |
| Beacon Investment Advisory Services, Inc. | 10,000 | $159.0K | 0.01% | 00.0% | Unchanged |
| Krilogy Financial LLC | 10,364 | $162.9K | 0.01% | +10,364 | New |
| Sonora Investment Management Group, LLC | 10,312 | $164.0K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,373 | $164.9K | 0.01% | +36+0.3% | Added |
| Uncommon Cents Investing LLC | 10,384 | $165.1K | 0.04% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 10,428 | $165.8K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 10,678 | $169.8K | 0.02% | −776−6.8% | Reduced |
| Stephens Inc | 10,772 | $171.3K | 0.00% | +38+0.4% | Added |
| Mutual Advisors, LLC | 11,014 | $171.6K | 0.00% | −108−1.0% | Reduced |
| Golden State Equity Partners | 11,003 | $174.9K | 0.03% | 00.0% | Unchanged |
| CVFG LLC | 11,219 | $178.4K | 0.13% | −1,725−13.3% | Reduced |
| Kapstone Financial Advisors LLC | 11,266 | $179.1K | 0.08% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 11,700 | $186.0K | 0.00% | −8,177−41.1% | Reduced |
| Retirement Planning Group | 11,839 | $188.2K | 0.01% | +1,700+16.8% | Added |
| Dudley Capital Management, LLC | 12,071 | $191.9K | 0.09% | +85+0.7% | Added |
| Vista Investment Partners II, LLC | 12,414 | $197.4K | 0.09% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 13,057 | $207.6K | 0.00% | +7+0.1% | Added |
| Brown Advisory Inc | 13,084 | $208.0K | 0.00% | +21+0.2% | Added |
| Chicago Partners Investment Group LLC | 13,486 | $212.5K | 0.01% | 00.0% | Unchanged |
| Change Path, LLC | 14,169 | $225.3K | 0.01% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 14,468 | $230.0K | 0.06% | +61+0.4% | Added |
| Mission Wealth Management, LP | 14,499 | $230.5K | 0.00% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 15,000 | $238.5K | 0.07% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 15,335 | $243.8K | 0.04% | −80−0.5% | Reduced |
| Blue Chip Partners, Inc. | 15,447 | $245.6K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 15,525 | $246.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 15,529 | $246.9K | 0.01% | +1,619+11.6% | Added |
| Capital Wealth Alliance, LLC | 16,470 | $261.9K | 0.13% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 17,450 | $277.5K | 0.25% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 17,552 | $279.1K | 0.00% | +3,824+27.9% | Added |
| Kovitz Investment Group Partners, LLC | 17,630 | $280.3K | 0.00% | +1,348+8.3% | Added |
| Syverson Strege & Co | 17,665 | $280.9K | 0.07% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 18,011 | $286.4K | 0.00% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 18,292 | $290.8K | 0.03% | +40.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 18,605 | $295.8K | 0.01% | −500−2.6% | Reduced |
| Envestnet Asset Management Inc | 19,137 | $304.3K | 0.00% | −435−2.2% | Reduced |
| Confluence Wealth Services, Inc. | 19,346 | $307.6K | 0.02% | +34+0.2% | Added |
| Mendel Capital Management LLC | 20,188 | $321.0K | 0.17% | 00.0% | Unchanged |
| Wealth Alliance | 20,330 | $323.3K | 0.03% | +1,106+5.8% | Added |
| J.W. Cole Advisors, Inc. | 20,630 | $328.0K | 0.01% | −4,023−16.3% | Reduced |
| Onyx Bridge Wealth Group LLC | 20,717 | $329.4K | 0.04% | +1,268+6.5% | Added |
| Seek First Inc. | 21,395 | $340.2K | 0.24% | +397+1.9% | Added |