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 |
|---|---|---|---|---|---|
| Burford Brothers, Inc. | 21,400 | $340.3K | 0.15% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 21,692 | $344.9K | 0.01% | +59+0.3% | Added |
| Concurrent Investment Advisors, LLC | 21,832 | $347.1K | 0.01% | +61+0.3% | Added |
| Northwestern Mutual Wealth Management Co | 22,374 | $355.7K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 22,687 | $360.7K | 0.03% | +3,013+15.3% | Added |
| Benjamin Edwards Inc | 22,730 | $361.4K | 0.00% | +22,730 | New |
| David Loasby | 22,997 | $362.2K | 0.03% | −637−2.7% | Reduced |
| Fiduciary Alliance LLC | 23,200 | $368.9K | 0.02% | +750+3.3% | Added |
| Captrust Financial Advisors | 24,940 | $396.5K | 0.00% | +10,727+75.5% | Added |
| Arete Wealth Advisors, LLC | 27,194 | $432.0K | 0.03% | +72+0.3% | Added |
| RSM US Wealth Management LLC | 27,393 | $435.6K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 28,953 | $460.4K | 0.00% | +161+0.6% | Added |
| MML Investors Services, LLC | 29,167 | $463.8K | 0.00% | +659+2.3% | Added |
| CI Private Wealth, LLC | 29,324 | $466.3K | 0.00% | −1,150−3.8% | Reduced |
| Formidable Asset Management, LLC | 31,252 | $483.5K | 0.08% | −4,600−12.8% | Reduced |
| Commerce Bank | 30,743 | $488.8K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 32,399 | $515.1K | 0.07% | −1,708−5.0% | Reduced |
| Beacon Pointe Advisors, LLC | 33,200 | $527.9K | 0.00% | +11,282+51.5% | Added |
| Stratos Wealth Advisors, LLC | 34,269 | $544.9K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 34,823 | $553.7K | 0.02% | −262−0.7% | Reduced |
| Greenleaf Trust | 36,392 | $578.6K | 0.01% | −2,882−7.3% | Reduced |
| Brand Asset Management Group, Inc. | 36,659 | $582.9K | 0.16% | +36,659 | New |
| Strait & Sound Wealth Management LLC | 37,314 | $593.3K | 0.23% | −936−2.4% | Reduced |
| LaSalle St. Investment Advisors, LLC | 38,161 | $606.0K | 0.11% | +38,161 | New |
| Wiley Bros.-Aintree Capital, LLC | 38,232 | $607.9K | 0.00% | −2,018−5.0% | Reduced |
| Shikiar Asset Management Inc | 39,865 | $634.0K | 0.16% | +39,865 | New |
| David J Yvars Group | 40,022 | $636.0K | 0.34% | −600−1.5% | Reduced |
| International Assets Investment Management, LLC | 41,415 | $645.2K | 0.05% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 41,362 | $651.5K | 0.00% | −801−1.9% | Reduced |
| Jefferies Financial Group Inc. | 41,240 | $655.7K | 0.01% | +22,404+118.9% | Added |
| Newbridge Financial Services Group, Inc. | 41,327 | $657.1K | 0.10% | +1,659+4.2% | Added |
| Centaurus Financial, Inc. | 42,805 | $681.0K | 0.03% | +669+1.6% | Added |
| The PNC Financial Services Group, Inc. | 43,446 | $690.8K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 44,171 | $702.3K | 0.00% | −1,942−4.2% | Reduced |
| Mariner, LLC | 44,737 | $711.3K | 0.00% | +487+1.1% | Added |
| Ignite Planners, LLC | 44,956 | $714.8K | 0.12% | +358+0.8% | Added |
| ELCO Management Co., LLC | 45,687 | $726.4K | 0.38% | −713−1.5% | Reduced |
| Wealth Effects LLC | 46,080 | $732.7K | 0.24% | +2,268+5.2% | Added |
| Truist Financial Corp | 46,618 | $741.2K | 0.00% | +3,417+7.9% | Added |
| NWF Advisory Services Inc. | 47,766 | $759.5K | 0.08% | +965+2.1% | Added |
| Morey & Quinn Wealth Partners, LLC | 48,168 | $765.9K | 0.56% | −878−1.8% | Reduced |
| Summit Investment Advisory Services, LLC | 48,322 | $768.3K | 0.31% | +728+1.5% | Added |
| Ameritas Advisory Services, LLC | 52,553 | $835.6K | 0.05% | +15,288+41.0% | Added |
| Summit Financial, LLC | 54,056 | $859.5K | 0.01% | +2,977+5.8% | Added |
| Gladstone Institutional Advisory LLC | 56,586 | $899.7K | 0.03% | +86+0.2% | Added |
| GWM Advisors LLC | 67,979 | $1.08M | 0.00% | +184+0.3% | Added |
| Smith, Moore & Co. | 70,629 | $1.12M | 0.09% | +3,003+4.4% | Added |
| Kingsview Wealth Management, LLC | 75,595 | $1.20M | 0.02% | −1,620−2.1% | Reduced |
| Comerica Bank | 75,647 | $1.20M | 0.00% | −20,000−20.9% | Reduced |
| Sanctuary Advisors, LLC | 76,311 | $1.21M | 0.01% | +628+0.8% | Added |
| Kestra Advisory Services, LLC | 76,398 | $1.21M | 0.01% | −19,379−20.2% | Reduced |
| Atomi Financial Group, Inc. | 80,516 | $1.28M | 0.04% | +3,009+3.9% | Added |
| Mercer Global Advisors Inc | 96,389 | $1.53M | 0.00% | +71,528+287.7% | Added |
| Goldman Sachs Group Inc | 100,319 | $1.60M | 0.00% | +319+0.3% | Added |
| PMG Family Office LLC | 105,103 | $1.67M | 1.87% | +105,103 | New |
| Merit Financial Group, LLC | 130,634 | $2.08M | 0.02% | −263−0.2% | Reduced |
| Pointe Capital Management LLC | 136,182 | $2.17M | 1.06% | −1,022−0.7% | Reduced |
| Wedbush Securities Inc | 139,277 | $2.21M | 0.07% | +79+0.1% | Added |
| Pensionmark Financial Group, LLC | 140,794 | $2.24M | 0.05% | +140,794 | New |
| Parsons Capital Management Inc | 148,326 | $2.36M | 0.13% | −1,810−1.2% | Reduced |
| Guardian Wealth Advisors, LLC | 164,610 | $2.62M | 0.17% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 166,110 | $2.64M | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 191,855 | $3.05M | 0.00% | −47,619−19.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 201,757 | $3.21M | 0.02% | +5,432+2.8% | Added |
| GPS Wealth Strategies Group, LLC | 230,916 | $3.67M | 0.39% | −2,639−1.1% | Reduced |
| Private Advisor Group, LLC | 231,759 | $3.68M | 0.02% | +6,435+2.9% | Added |
| C2C Wealth Management, LLC | 233,594 | $3.71M | 3.19% | −4,500−1.9% | Reduced |
| Cetera Investment Advisers | 260,731 | $4.15M | 0.00% | +19,445+8.1% | Added |
| Cypress Capital Management LLC (WY) | 280,562 | $4.46M | 4.12% | +700.0% | Added |
| HighTower Advisors, LLC | 289,824 | $4.61M | 0.01% | −8,488−2.8% | Reduced |
| Cohen & Steers, Inc. | 295,617 | $4.70M | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 299,014 | $4.75M | 0.01% | −2,103−0.7% | Reduced |
| CoreCap Advisors, LLC | 315,203 | $5.01M | 0.18% | −20,815−6.2% | Reduced |
| Advisors Asset Management, Inc. | 319,468 | $5.08M | 0.09% | +26,653+9.1% | Added |
| Janney Montgomery Scott LLC | 353,253 | $5.62M | 0.01% | +38,308+12.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 386,084 | $6.14M | 0.02% | −4,507−1.2% | Reduced |
| IHT Wealth Management, LLC | 403,270 | $6.41M | 0.16% | +45,935+12.9% | Added |
| Heron Bay Capital Management | 404,350 | $6.43M | 1.20% | −2,133−0.5% | Reduced |
| Pathway Financial Advisers, LLC | 408,163 | $6.49M | 1.89% | +22,564+5.9% | Added |
| Stifel Financial Corp | 414,404 | $6.59M | 0.01% | −9,069−2.1% | Reduced |
| Ameriprise Financial Inc | 424,443 | $7.22M | 0.00% | +13,895+3.4% | Added |
| UBS Group AG | 532,822 | $8.47M | 0.00% | +65,659+14.1% | Added |
| Baird Financial Group, Inc. | 543,510 | $8.64M | 0.01% | +25,049+4.8% | Added |
| Advisor Group Holdings, Inc. | 552,410 | $8.76M | 0.01% | +1,244+0.2% | Added |
| RFG Advisory, LLC | 615,175 | $9.78M | 0.20% | −313,653−33.8% | Reduced |
| Matrix Private Capital Group LLC | 669,525 | $10.6M | 5.64% | +39,831+6.3% | Added |
| Royal Bank of Canada | 674,301 | $10.7M | 0.00% | −38,946−5.5% | Reduced |
| Bank of America Corp | 807,015 | $12.8M | 0.00% | −1,885−0.2% | Reduced |
| Guggenheim Capital LLC | 972,238 | $15.5M | 0.11% | −63,927−6.2% | Reduced |
| Principal Securities, Inc. | 1,151,738 | $18.3M | 0.30% | +17,259+1.5% | Added |
| LPL Financial LLC | 1,188,282 | $18.9M | 0.01% | +13,473+1.1% | Added |
| Invesco Ltd. | 1,513,246 | $24.1M | 0.00% | −7220.0% | Reduced |
| Wells Fargo & Company | 1,984,526 | $31.6M | 0.01% | +29,636+1.5% | Added |
| Raymond James Financial Inc | 2,706,796 | $43.0M | 0.01% | +63,650+2.4% | Added |
| Morgan Stanley | 12,939,713 | $205.7M | 0.01% | +654,632+5.3% | Added |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −42,458−100.0% | Sold out |
| L.M. Kohn & Company | 0 | $0 | 0.00% | −18,964−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −17,001−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −11,312−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −10,132−100.0% | Sold out |