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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 55 | $844 | 0.00% | −39−41.5% | Reduced |
| SJS Investment Consulting Inc. | 60 | $927 | 0.00% | −7−10.4% | Reduced |
| Frazier Financial Advisors, LLC | 95 | $1.46K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 359 | $5.56K | 0.00% | +125+53.4% | Added |
| Byrne Asset Management LLC | 400 | $6.14K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $7.67K | 0.00% | −500−50.0% | Reduced |
| Dunhill Financial, LLC | 533 | $8.18K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 549 | $8.42K | 0.01% | +549 | New |
| AdvisorNet Financial, Inc | 618 | $9.48K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 625 | $9.59K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 700 | $10.7K | 0.00% | +700 | New |
| Gen-Wealth Partners Inc | 850 | $13.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 992 | $15.2K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,000 | $15.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,000 | $15.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $15.3K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 1,151 | $17.7K | 0.01% | −127−9.9% | Reduced |
| TD Capital Management LLC | 1,302 | $20.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,599 | $24.5K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,744 | $26.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,783 | $27.0K | 0.00% | +699+64.5% | Added |
| Vermillion Wealth Management, Inc. | 1,805 | $27.7K | 0.01% | +909+101.5% | Added |
| Lodestone Wealth Management LLC | 2,000 | $30.7K | 0.01% | +2,000 | New |
| Walsh & Associates, LLC | 2,000 | $30.7K | 0.03% | +2,000 | New |
| Kerr Financial Planning Corp | 2,117 | $31.3K | 0.04% | −4,588−68.4% | Reduced |
| Hughes Financial Services, LLC | 2,121 | $32.5K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 2,344 | $36.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,412 | $37.0K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 2,437 | $37.4K | 0.02% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,550 | $39.1K | 0.00% | +2,550 | New |
| SRS Capital Advisors, Inc. | 2,560 | $39.3K | 0.00% | +2,560 | New |
| Sound Income Strategies, LLC | 2,667 | $40.6K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,839 | $43.5K | 0.00% | +2,839 | New |
| Mascoma Wealth Management LLC | 3,190 | $48.9K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,231 | $49.6K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 3,250 | $49.9K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 3,303 | $50.7K | 0.02% | +61+1.9% | Added |
| Assetmark, Inc | 3,325 | $51.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3,325 | $51.0K | 0.01% | 00.0% | Unchanged |
| BlackRock, Inc. | 3,404 | $52.2K | 0.00% | −284−7.7% | Reduced |
| Chilton Capital Management LLC | 3,700 | $56.8K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3,724 | $57.1K | 0.01% | +70+1.9% | Added |
| JPMorgan Chase & Co | 3,949 | $60.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 4,035 | $61.9K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 4,590 | $70.4K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4,825 | $74.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 4,983 | $76.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,000 | $76.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 5,101 | $78.2K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 5,138 | $78.8K | 0.12% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5,275 | $80.9K | 0.00% | +91+1.8% | Added |
| City Holding Co | 6,000 | $92.0K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 6,322 | $97.0K | 0.06% | 00.0% | Unchanged |
| US Bancorp | 7,613 | $116.8K | 0.00% | −1,250−14.1% | Reduced |
| Allworth Financial LP | 7,967 | $122.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 8,108 | $124.4K | 0.00% | +3,941+94.6% | Added |
| Global Retirement Partners, LLC | 8,329 | $127.8K | 0.00% | −1,028−11.0% | Reduced |
| WealthCare Investment Partners, LLC | 10,000 | $152.8K | 0.04% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 10,067 | $154.4K | 0.00% | +10,067 | New |
| Retirement Planning Group | 10,139 | $155.5K | 0.01% | −1,700−14.4% | Reduced |
| MAI Capital Management | 10,259 | $157.4K | 0.00% | +3,185+45.0% | Added |
| Krilogy Financial LLC | 10,364 | $157.5K | 0.01% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 10,337 | $158.6K | 0.00% | +10,337 | New |
| Uncommon Cents Investing LLC | 10,384 | $159.3K | 0.04% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 10,580 | $162.3K | 0.01% | +10,580 | New |
| Sigma Planning Corp | 10,637 | $163.2K | 0.00% | +10,637 | New |
| Stephens Inc | 10,812 | $165.8K | 0.00% | +40+0.4% | Added |
| Focused Wealth Management, Inc | 10,819 | $166.0K | 0.02% | +141+1.3% | Added |
| Golden State Equity Partners | 11,003 | $168.8K | 0.03% | 00.0% | Unchanged |
| National Asset Management, Inc. | 11,104 | $170.3K | 0.01% | +731+7.0% | Added |
| Mutual Advisors, LLC | 11,209 | $171.9K | 0.00% | +195+1.8% | Added |
| Cerity Partners LLC | 11,219 | $172.1K | 0.00% | −17,734−61.3% | Reduced |
| Kapstone Financial Advisors LLC | 11,266 | $172.8K | 0.09% | 00.0% | Unchanged |
| CVFG LLC | 11,857 | $181.9K | 0.12% | +638+5.7% | Added |
| Dudley Capital Management, LLC | 12,159 | $186.5K | 0.08% | +88+0.7% | Added |
| Oppenheimer & Co Inc | 12,239 | $187.7K | 0.00% | +539+4.6% | Added |
| Chicago Partners Investment Group LLC | 12,505 | $190.0K | 0.00% | −981−7.3% | Reduced |
| Harbour Wealth Management Group, Inc. | 12,443 | $190.9K | 0.15% | +12,443 | New |
| Procyon Private Wealth Partners, LLC | 12,755 | $195.7K | 0.01% | +12,755 | New |
| Milestone Asset Management Group, LLC | 12,840 | $197.0K | 0.11% | +12,840 | New |
| Equitable Holdings, Inc. | 13,061 | $200.4K | 0.00% | +40.0% | Added |
| Brown Advisory Inc | 13,107 | $201.1K | 0.00% | +23+0.2% | Added |
| Change Path, LLC | 14,169 | $217.4K | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 14,499 | $222.4K | 0.00% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 14,523 | $222.8K | 0.05% | +55+0.4% | Added |
| Quantum Private Wealth, LLC | 15,000 | $230.1K | 0.07% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 15,215 | $233.4K | 0.01% | −314−2.0% | Reduced |
| Confluence Wealth Services, Inc. | 15,343 | $235.4K | 0.01% | −4,003−20.7% | Reduced |
| Blue Chip Partners, Inc. | 15,447 | $237.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 15,525 | $238.2K | 0.00% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 16,470 | $247.7K | 0.11% | 00.0% | Unchanged |
| Piedmont Capital Management, LLC | 17,120 | $262.6K | 0.17% | +17,120 | New |
| Compass Planning Associates Inc | 17,450 | $267.7K | 0.19% | 00.0% | Unchanged |
| Syverson Strege & Co | 17,665 | $271.0K | 0.06% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 17,688 | $271.3K | 0.00% | −1,449−7.6% | Reduced |
| Monograph Wealth Advisors, LLC | 18,295 | $280.6K | 0.03% | +30.0% | Added |
| D.A. Davidson & Co. | 18,411 | $282.4K | 0.00% | +400+2.2% | Added |
| J.W. Cole Advisors, Inc. | 19,668 | $301.7K | 0.01% | −962−4.7% | Reduced |
| Stratos Wealth Partners, LTD. | 20,020 | $307.1K | 0.00% | +2,468+14.1% | Added |
| Wealth Alliance | 20,472 | $314.0K | 0.03% | +142+0.7% | Added |