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