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 |
|---|---|---|---|---|---|
| Advisory Advocates, LLC | 20,591 | $315.9K | 0.31% | +20,591 | New |
| Onyx Bridge Wealth Group LLC | 21,096 | $323.6K | 0.03% | +379+1.8% | Added |
| Burford Brothers, Inc. | 21,400 | $328.3K | 0.14% | 00.0% | Unchanged |
| Seek First Inc. | 21,804 | $334.5K | 0.23% | +409+1.9% | Added |
| David Loasby | 22,045 | $341.9K | 0.02% | −952−4.1% | Reduced |
| Capital Investment Advisory Services, LLC | 22,563 | $346.1K | 0.02% | −124−0.5% | Reduced |
| Fiduciary Alliance LLC | 22,900 | $351.3K | 0.02% | −300−1.3% | Reduced |
| Harbour Investments, Inc. | 23,388 | $358.8K | 0.01% | +1,696+7.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 23,895 | $366.5K | 0.01% | +5,290+28.4% | Added |
| Ameritas Investment Partners, Inc. | 24,462 | $375.2K | 0.01% | −10,361−29.8% | Reduced |
| Captrust Financial Advisors | 25,018 | $383.8K | 0.00% | +78+0.3% | Added |
| Arete Wealth Advisors, LLC | 27,140 | $416.3K | 0.03% | −54−0.2% | Reduced |
| RSM US Wealth Management LLC | 27,393 | $426.8K | 0.01% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 27,903 | $428.0K | 0.03% | +27,903 | New |
| Benjamin Edwards Inc | 28,353 | $434.9K | 0.00% | +5,623+24.7% | Added |
| MML Investors Services, LLC | 29,856 | $458.0K | 0.00% | +689+2.4% | Added |
| Commerce Bank | 30,743 | $471.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 31,766 | $487.3K | 0.00% | +9,392+42.0% | Added |
| Stratos Wealth Advisors, LLC | 32,269 | $495.0K | 0.02% | −2,000−5.8% | Reduced |
| Formidable Asset Management, LLC | 31,252 | $496.9K | 0.07% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 32,471 | $498.1K | 0.01% | +10,639+48.7% | Added |
| Flaharty Asset Management, LLC | 32,474 | $498.1K | 0.06% | +75+0.2% | Added |
| Susquehanna International Group, LLP | 32,632 | $500.6K | 0.00% | +32,632 | New |
| CI Private Wealth, LLC | 32,974 | $505.8K | 0.00% | +3,650+12.4% | Added |
| Beacon Pointe Advisors, LLC | 33,200 | $509.3K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 36,392 | $558.3K | 0.01% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 36,659 | $562.4K | 0.16% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 37,565 | $576.2K | 0.21% | +251+0.7% | Added |
| Colony Group, LLC | 38,801 | $595.2K | 0.00% | +38,801 | New |
| International Assets Investment Management, LLC | 39,615 | $607.7K | 0.04% | −1,800−4.3% | Reduced |
| Shikiar Asset Management Inc | 39,865 | $612.0K | 0.15% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 39,972 | $613.0K | 0.10% | +1,811+4.7% | Added |
| Ameritas Advisory Services, LLC | 40,184 | $616.4K | 0.02% | −12,369−23.5% | Reduced |
| Jefferies Financial Group Inc. | 41,240 | $632.6K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 43,446 | $666.5K | 0.00% | 00.0% | Unchanged |
| David J Yvars Group | 43,465 | $669.3K | 0.36% | +3,443+8.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 43,647 | $671.3K | 0.00% | +2,285+5.5% | Added |
| Creative Planning | 44,393 | $681.0K | 0.00% | +222+0.5% | Added |
| Truist Financial Corp | 44,474 | $682.2K | 0.00% | −2,144−4.6% | Reduced |
| Centaurus Financial, Inc. | 44,560 | $684.0K | 0.03% | +1,755+4.1% | Added |
| Ignite Planners, LLC | 45,452 | $694.5K | 0.11% | +496+1.1% | Added |
| Wealth Effects LLC | 45,367 | $695.9K | 0.22% | −713−1.5% | Reduced |
| ELCO Management Co., LLC | 45,387 | $696.2K | 0.44% | −300−0.7% | Reduced |
| Summit Financial, LLC | 46,483 | $713.0K | 0.01% | −7,573−14.0% | Reduced |
| NWF Advisory Services Inc. | 47,669 | $731.2K | 0.08% | −97−0.2% | Reduced |
| Summit Investment Advisory Services, LLC | 49,073 | $752.8K | 0.28% | +751+1.6% | Added |
| Readystate Asset Management LP | 50,216 | $770.3K | 0.03% | +50,216 | New |
| Wiley Bros.-Aintree Capital, LLC | 50,956 | $781.7K | 0.00% | +12,724+33.3% | Added |
| Morey & Quinn Wealth Partners, LLC | 51,148 | $784.6K | 0.56% | +2,980+6.2% | Added |
| Wolverine Asset Management LLC | 54,498 | $836.0K | 0.01% | +54,498 | New |
| Mariner, LLC | 54,550 | $836.8K | 0.00% | +9,813+21.9% | Added |
| Gladstone Institutional Advisory LLC | 56,674 | $869.4K | 0.03% | +88+0.2% | Added |
| Resources Management Corp | 57,204 | $878.0K | 0.11% | +57,204 | New |
| GWM Advisors LLC | 65,990 | $1.01M | 0.00% | −1,989−2.9% | Reduced |
| Mercer Global Advisors Inc | 67,920 | $1.04M | 0.00% | −28,469−29.5% | Reduced |
| Comerica Bank | 71,339 | $1.09M | 0.00% | −4,308−5.7% | Reduced |
| Kestra Advisory Services, LLC | 72,043 | $1.11M | 0.00% | −4,355−5.7% | Reduced |
| Sanctuary Advisors, LLC | 72,251 | $1.11M | 0.01% | −4,060−5.3% | Reduced |
| Smith, Moore & Co. | 75,172 | $1.15M | 0.09% | +4,543+6.4% | Added |
| Jane Street Group, LLC | 76,106 | $1.17M | 0.00% | +76,106 | New |
| Kingsview Wealth Management, LLC | 79,915 | $1.23M | 0.02% | +4,320+5.7% | Added |
| Atomi Financial Group, Inc. | 82,853 | $1.27M | 0.04% | +2,337+2.9% | Added |
| S Harris Financial Group, LLC | 83,315 | $1.28M | 1.22% | +83,315 | New |
| Goldman Sachs Group Inc | 101,200 | $1.55M | 0.00% | +881+0.9% | Added |
| PMG Family Office LLC | 105,553 | $1.62M | 1.87% | +450+0.4% | Added |
| GPS Wealth Strategies Group, LLC | 113,690 | $1.74M | 1.49% | −117,226−50.8% | Reduced |
| Pointe Capital Management LLC | 115,322 | $1.77M | 0.88% | −20,860−15.3% | Reduced |
| Wedbush Securities Inc | 138,690 | $2.13M | 0.06% | −587−0.4% | Reduced |
| Parsons Capital Management Inc | 146,124 | $2.24M | 0.12% | −2,202−1.5% | Reduced |
| Merit Financial Group, LLC | 147,971 | $2.27M | 0.02% | +17,337+13.3% | Added |
| Pensionmark Financial Group, LLC | 156,167 | $2.40M | 0.04% | +15,373+10.9% | Added |
| Guardian Wealth Advisors, LLC | 164,227 | $2.52M | 0.16% | −383−0.2% | Reduced |
| Aptus Capital Advisors, LLC | 165,727 | $2.54M | 0.02% | −383−0.2% | Reduced |
| Commonwealth Equity Services, LLC | 178,265 | $2.73M | 0.00% | −13,590−7.1% | Reduced |
| Heron Bay Capital Management | 179,361 | $2.75M | 0.52% | −224,989−55.6% | Reduced |
| Shaker Financial Services, LLC | 209,180 | $3.21M | 1.02% | +209,180 | New |
| Steward Partners Investment Advisory, LLC | 213,390 | $3.27M | 0.02% | +11,633+5.8% | Added |
| C2C Wealth Management, LLC | 233,594 | $3.58M | 3.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 235,785 | $3.62M | 0.02% | +4,026+1.7% | Added |
| Cetera Investment Advisers | 258,529 | $3.97M | 0.00% | −2,202−0.8% | Reduced |
| HighTower Advisors, LLC | 285,317 | $4.38M | 0.00% | −4,507−1.6% | Reduced |
| Cypress Capital Management LLC (WY) | 287,207 | $4.41M | 4.09% | +6,645+2.4% | Added |
| CoreCap Advisors, LLC | 294,230 | $4.51M | 0.16% | −20,973−6.7% | Reduced |
| Cohen & Steers, Inc. | 295,617 | $4.54M | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 302,634 | $4.64M | 0.01% | +3,620+1.2% | Added |
| Advisors Asset Management, Inc. | 308,126 | $4.73M | 0.08% | −11,342−3.6% | Reduced |
| Janney Montgomery Scott LLC | 362,803 | $5.57M | 0.01% | +9,550+2.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 377,219 | $5.79M | 0.02% | −8,865−2.3% | Reduced |
| Stifel Financial Corp | 413,657 | $6.35M | 0.01% | −747−0.2% | Reduced |
| IHT Wealth Management, LLC | 415,022 | $6.37M | 0.15% | +11,752+2.9% | Added |
| Pathway Financial Advisers, LLC | 416,174 | $6.38M | 1.85% | +8,011+2.0% | Added |
| Ameriprise Financial Inc | 423,056 | $6.49M | 0.00% | −1,387−0.3% | Reduced |
| Baird Financial Group, Inc. | 515,970 | $7.91M | 0.01% | −27,540−5.1% | Reduced |
| UBS Group AG | 539,870 | $8.28M | 0.00% | +7,048+1.3% | Added |
| Advisor Group Holdings, Inc. | 548,648 | $8.42M | 0.01% | −3,762−0.7% | Reduced |
| RFG Advisory, LLC | 613,386 | $9.41M | 0.18% | −1,789−0.3% | Reduced |
| Royal Bank of Canada | 672,325 | $10.3M | 0.00% | −1,976−0.3% | Reduced |
| Matrix Private Capital Group LLC | 692,277 | $10.6M | 5.39% | +22,752+3.4% | Added |
| Bank of America Corp | 844,560 | $13.0M | 0.00% | +37,545+4.7% | Added |
| Guggenheim Capital LLC | 904,910 | $13.9M | 0.10% | −67,328−6.9% | Reduced |