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, Q4 2025
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Dec 31, 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
- 206
- +13 vs. Q3 2025
- Shares held
- 37.1M
- +64.7K (+0.2%) vs. Q3 2025
- Total value
- $569.5M
- −$20.1M (−3.4%) vs. Q3 2025
- New holders
- 25
- 65 more added
- Sold out
- 12
- 56 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 12,987,864 | $199.2M | 0.01% | +48,151+0.4% | Added |
| Raymond James Financial Inc | 2,484,570 | $38.1M | 0.01% | −222,226−8.2% | Reduced |
| Wells Fargo & Company | 2,038,748 | $31.3M | 0.01% | +54,222+2.7% | Added |
| Invesco Ltd. | 1,419,331 | $21.8M | 0.00% | −93,915−6.2% | Reduced |
| LPL Financial LLC | 1,237,972 | $19.0M | 0.01% | +49,690+4.2% | Added |
| Principal Securities, Inc. | 1,133,857 | $17.4M | 0.27% | −17,881−1.6% | Reduced |
| Guggenheim Capital LLC | 904,910 | $13.9M | 0.10% | −67,328−6.9% | Reduced |
| Bank of America Corp | 844,560 | $13.0M | 0.00% | +37,545+4.7% | Added |
| Matrix Private Capital Group LLC | 692,277 | $10.6M | 5.39% | +22,752+3.4% | Added |
| Royal Bank of Canada | 672,325 | $10.3M | 0.00% | −1,976−0.3% | Reduced |
| RFG Advisory, LLC | 613,386 | $9.41M | 0.18% | −1,789−0.3% | Reduced |
| Advisor Group Holdings, Inc. | 548,648 | $8.42M | 0.01% | −3,762−0.7% | Reduced |
| UBS Group AG | 539,870 | $8.28M | 0.00% | +7,048+1.3% | Added |
| Baird Financial Group, Inc. | 515,970 | $7.91M | 0.01% | −27,540−5.1% | Reduced |
| Ameriprise Financial Inc | 423,056 | $6.49M | 0.00% | −1,387−0.3% | Reduced |
| Pathway Financial Advisers, LLC | 416,174 | $6.38M | 1.85% | +8,011+2.0% | Added |
| IHT Wealth Management, LLC | 415,022 | $6.37M | 0.15% | +11,752+2.9% | Added |
| Stifel Financial Corp | 413,657 | $6.35M | 0.01% | −747−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 377,219 | $5.79M | 0.02% | −8,865−2.3% | Reduced |
| Janney Montgomery Scott LLC | 362,803 | $5.57M | 0.01% | +9,550+2.7% | Added |
| Advisors Asset Management, Inc. | 308,126 | $4.73M | 0.08% | −11,342−3.6% | Reduced |
| Rockefeller Capital Management L.P. | 302,634 | $4.64M | 0.01% | +3,620+1.2% | Added |
| Cohen & Steers, Inc. | 295,617 | $4.54M | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 294,230 | $4.51M | 0.16% | −20,973−6.7% | Reduced |
| Cypress Capital Management LLC (WY) | 287,207 | $4.41M | 4.09% | +6,645+2.4% | Added |
| HighTower Advisors, LLC | 285,317 | $4.38M | 0.00% | −4,507−1.6% | Reduced |
| Cetera Investment Advisers | 258,529 | $3.97M | 0.00% | −2,202−0.8% | Reduced |
| Private Advisor Group, LLC | 235,785 | $3.62M | 0.02% | +4,026+1.7% | Added |
| C2C Wealth Management, LLC | 233,594 | $3.58M | 3.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 213,390 | $3.27M | 0.02% | +11,633+5.8% | Added |
| Shaker Financial Services, LLC | 209,180 | $3.21M | 1.02% | +209,180 | New |
| Heron Bay Capital Management | 179,361 | $2.75M | 0.52% | −224,989−55.6% | Reduced |
| Commonwealth Equity Services, LLC | 178,265 | $2.73M | 0.00% | −13,590−7.1% | Reduced |
| Aptus Capital Advisors, LLC | 165,727 | $2.54M | 0.02% | −383−0.2% | Reduced |
| Guardian Wealth Advisors, LLC | 164,227 | $2.52M | 0.16% | −383−0.2% | Reduced |
| Pensionmark Financial Group, LLC | 156,167 | $2.40M | 0.04% | +15,373+10.9% | Added |
| Merit Financial Group, LLC | 147,971 | $2.27M | 0.02% | +17,337+13.3% | Added |
| Parsons Capital Management Inc | 146,124 | $2.24M | 0.12% | −2,202−1.5% | Reduced |
| Wedbush Securities Inc | 138,690 | $2.13M | 0.06% | −587−0.4% | Reduced |
| Pointe Capital Management LLC | 115,322 | $1.77M | 0.88% | −20,860−15.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 113,690 | $1.74M | 1.49% | −117,226−50.8% | Reduced |
| PMG Family Office LLC | 105,553 | $1.62M | 1.87% | +450+0.4% | Added |
| Goldman Sachs Group Inc | 101,200 | $1.55M | 0.00% | +881+0.9% | Added |
| S Harris Financial Group, LLC | 83,315 | $1.28M | 1.22% | +83,315 | New |
| Atomi Financial Group, Inc. | 82,853 | $1.27M | 0.04% | +2,337+2.9% | Added |
| Kingsview Wealth Management, LLC | 79,915 | $1.23M | 0.02% | +4,320+5.7% | Added |
| Jane Street Group, LLC | 76,106 | $1.17M | 0.00% | +76,106 | New |
| Smith, Moore & Co. | 75,172 | $1.15M | 0.09% | +4,543+6.4% | Added |
| Sanctuary Advisors, LLC | 72,251 | $1.11M | 0.01% | −4,060−5.3% | Reduced |
| Kestra Advisory Services, LLC | 72,043 | $1.11M | 0.00% | −4,355−5.7% | Reduced |
| Comerica Bank | 71,339 | $1.09M | 0.00% | −4,308−5.7% | Reduced |
| Mercer Global Advisors Inc | 67,920 | $1.04M | 0.00% | −28,469−29.5% | Reduced |
| GWM Advisors LLC | 65,990 | $1.01M | 0.00% | −1,989−2.9% | Reduced |
| Resources Management Corp | 57,204 | $878.0K | 0.11% | +57,204 | New |
| Gladstone Institutional Advisory LLC | 56,674 | $869.4K | 0.03% | +88+0.2% | Added |
| Mariner, LLC | 54,550 | $836.8K | 0.00% | +9,813+21.9% | Added |
| Wolverine Asset Management LLC | 54,498 | $836.0K | 0.01% | +54,498 | New |
| Morey & Quinn Wealth Partners, LLC | 51,148 | $784.6K | 0.56% | +2,980+6.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 50,956 | $781.7K | 0.00% | +12,724+33.3% | Added |
| Readystate Asset Management LP | 50,216 | $770.3K | 0.03% | +50,216 | New |
| Summit Investment Advisory Services, LLC | 49,073 | $752.8K | 0.28% | +751+1.6% | Added |
| NWF Advisory Services Inc. | 47,669 | $731.2K | 0.08% | −97−0.2% | Reduced |
| Summit Financial, LLC | 46,483 | $713.0K | 0.01% | −7,573−14.0% | Reduced |
| ELCO Management Co., LLC | 45,387 | $696.2K | 0.44% | −300−0.7% | Reduced |
| Wealth Effects LLC | 45,367 | $695.9K | 0.22% | −713−1.5% | Reduced |
| Ignite Planners, LLC | 45,452 | $694.5K | 0.11% | +496+1.1% | Added |
| Centaurus Financial, Inc. | 44,560 | $684.0K | 0.03% | +1,755+4.1% | Added |
| Truist Financial Corp | 44,474 | $682.2K | 0.00% | −2,144−4.6% | Reduced |
| Creative Planning | 44,393 | $681.0K | 0.00% | +222+0.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 43,647 | $671.3K | 0.00% | +2,285+5.5% | Added |
| David J Yvars Group | 43,465 | $669.3K | 0.36% | +3,443+8.6% | Added |
| The PNC Financial Services Group, Inc. | 43,446 | $666.5K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 41,240 | $632.6K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 40,184 | $616.4K | 0.02% | −12,369−23.5% | Reduced |
| LaSalle St. Investment Advisors, LLC | 39,972 | $613.0K | 0.10% | +1,811+4.7% | Added |
| Shikiar Asset Management Inc | 39,865 | $612.0K | 0.15% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 39,615 | $607.7K | 0.04% | −1,800−4.3% | Reduced |
| Colony Group, LLC | 38,801 | $595.2K | 0.00% | +38,801 | New |
| Strait & Sound Wealth Management LLC | 37,565 | $576.2K | 0.21% | +251+0.7% | Added |
| Brand Asset Management Group, Inc. | 36,659 | $562.4K | 0.16% | 00.0% | Unchanged |
| Greenleaf Trust | 36,392 | $558.3K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 33,200 | $509.3K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 32,974 | $505.8K | 0.00% | +3,650+12.4% | Added |
| Susquehanna International Group, LLP | 32,632 | $500.6K | 0.00% | +32,632 | New |
| Flaharty Asset Management, LLC | 32,474 | $498.1K | 0.06% | +75+0.2% | Added |
| Concurrent Investment Advisors, LLC | 32,471 | $498.1K | 0.01% | +10,639+48.7% | Added |
| Formidable Asset Management, LLC | 31,252 | $496.9K | 0.07% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 32,269 | $495.0K | 0.02% | −2,000−5.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 31,766 | $487.3K | 0.00% | +9,392+42.0% | Added |
| Commerce Bank | 30,743 | $471.6K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 29,856 | $458.0K | 0.00% | +689+2.4% | Added |
| Benjamin Edwards Inc | 28,353 | $434.9K | 0.00% | +5,623+24.7% | Added |
| M Holdings Securities, Inc. | 27,903 | $428.0K | 0.03% | +27,903 | New |
| RSM US Wealth Management LLC | 27,393 | $426.8K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 27,140 | $416.3K | 0.03% | −54−0.2% | Reduced |
| Captrust Financial Advisors | 25,018 | $383.8K | 0.00% | +78+0.3% | Added |
| Ameritas Investment Partners, Inc. | 24,462 | $375.2K | 0.01% | −10,361−29.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 23,895 | $366.5K | 0.01% | +5,290+28.4% | Added |
| Harbour Investments, Inc. | 23,388 | $358.8K | 0.01% | +1,696+7.8% | Added |
| Fiduciary Alliance LLC | 22,900 | $351.3K | 0.02% | −300−1.3% | Reduced |