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 |
|---|---|---|---|---|---|
| Capital Investment Advisory Services, LLC | 22,563 | $346.1K | 0.02% | −124−0.5% | Reduced |
| David Loasby | 22,045 | $341.9K | 0.02% | −952−4.1% | Reduced |
| Seek First Inc. | 21,804 | $334.5K | 0.23% | +409+1.9% | Added |
| Burford Brothers, Inc. | 21,400 | $328.3K | 0.14% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 21,096 | $323.6K | 0.03% | +379+1.8% | Added |
| Advisory Advocates, LLC | 20,591 | $315.9K | 0.31% | +20,591 | New |
| Wealth Alliance | 20,472 | $314.0K | 0.03% | +142+0.7% | Added |
| Stratos Wealth Partners, LTD. | 20,020 | $307.1K | 0.00% | +2,468+14.1% | Added |
| J.W. Cole Advisors, Inc. | 19,668 | $301.7K | 0.01% | −962−4.7% | Reduced |
| D.A. Davidson & Co. | 18,411 | $282.4K | 0.00% | +400+2.2% | Added |
| Monograph Wealth Advisors, LLC | 18,295 | $280.6K | 0.03% | +30.0% | Added |
| Envestnet Asset Management Inc | 17,688 | $271.3K | 0.00% | −1,449−7.6% | Reduced |
| Syverson Strege & Co | 17,665 | $271.0K | 0.06% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 17,450 | $267.7K | 0.19% | 00.0% | Unchanged |
| Piedmont Capital Management, LLC | 17,120 | $262.6K | 0.17% | +17,120 | New |
| Capital Wealth Alliance, LLC | 16,470 | $247.7K | 0.11% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 15,525 | $238.2K | 0.00% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 15,447 | $237.0K | 0.02% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 15,343 | $235.4K | 0.01% | −4,003−20.7% | Reduced |
| Geneos Wealth Management Inc. | 15,215 | $233.4K | 0.01% | −314−2.0% | Reduced |
| Quantum Private Wealth, LLC | 15,000 | $230.1K | 0.07% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 14,523 | $222.8K | 0.05% | +55+0.4% | Added |
| Mission Wealth Management, LP | 14,499 | $222.4K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 14,169 | $217.4K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 13,107 | $201.1K | 0.00% | +23+0.2% | Added |
| Equitable Holdings, Inc. | 13,061 | $200.4K | 0.00% | +40.0% | Added |
| Milestone Asset Management Group, LLC | 12,840 | $197.0K | 0.11% | +12,840 | New |
| Procyon Private Wealth Partners, LLC | 12,755 | $195.7K | 0.01% | +12,755 | New |
| Harbour Wealth Management Group, Inc. | 12,443 | $190.9K | 0.15% | +12,443 | New |
| Chicago Partners Investment Group LLC | 12,505 | $190.0K | 0.00% | −981−7.3% | Reduced |
| Oppenheimer & Co Inc | 12,239 | $187.7K | 0.00% | +539+4.6% | Added |
| Dudley Capital Management, LLC | 12,159 | $186.5K | 0.08% | +88+0.7% | Added |
| CVFG LLC | 11,857 | $181.9K | 0.12% | +638+5.7% | Added |
| Kapstone Financial Advisors LLC | 11,266 | $172.8K | 0.09% | 00.0% | Unchanged |
| Cerity Partners LLC | 11,219 | $172.1K | 0.00% | −17,734−61.3% | Reduced |
| Mutual Advisors, LLC | 11,209 | $171.9K | 0.00% | +195+1.8% | Added |
| National Asset Management, Inc. | 11,104 | $170.3K | 0.01% | +731+7.0% | Added |
| Golden State Equity Partners | 11,003 | $168.8K | 0.03% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 10,819 | $166.0K | 0.02% | +141+1.3% | Added |
| Stephens Inc | 10,812 | $165.8K | 0.00% | +40+0.4% | Added |
| Sigma Planning Corp | 10,637 | $163.2K | 0.00% | +10,637 | New |
| Landscape Capital Management, L.L.C. | 10,580 | $162.3K | 0.01% | +10,580 | New |
| Uncommon Cents Investing LLC | 10,384 | $159.3K | 0.04% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 10,337 | $158.6K | 0.00% | +10,337 | New |
| Krilogy Financial LLC | 10,364 | $157.5K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 10,259 | $157.4K | 0.00% | +3,185+45.0% | Added |
| Retirement Planning Group | 10,139 | $155.5K | 0.01% | −1,700−14.4% | Reduced |
| Wealthcare Advisory Partners LLC | 10,067 | $154.4K | 0.00% | +10,067 | New |
| WealthCare Investment Partners, LLC | 10,000 | $152.8K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8,329 | $127.8K | 0.00% | −1,028−11.0% | Reduced |
| Fifth Third Bancorp | 8,108 | $124.4K | 0.00% | +3,941+94.6% | Added |
| Allworth Financial LP | 7,967 | $122.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 7,613 | $116.8K | 0.00% | −1,250−14.1% | Reduced |
| Millstone Evans Group, LLC | 6,322 | $97.0K | 0.06% | 00.0% | Unchanged |
| City Holding Co | 6,000 | $92.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5,275 | $80.9K | 0.00% | +91+1.8% | Added |
| Redmont Wealth Advisors LLC | 5,138 | $78.8K | 0.12% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 5,101 | $78.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,000 | $76.7K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 4,983 | $76.4K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4,825 | $74.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 4,590 | $70.4K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 4,035 | $61.9K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,949 | $60.6K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3,724 | $57.1K | 0.01% | +70+1.9% | Added |
| Chilton Capital Management LLC | 3,700 | $56.8K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 3,404 | $52.2K | 0.00% | −284−7.7% | Reduced |
| Activest Wealth Management | 3,325 | $51.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 3,325 | $51.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 3,303 | $50.7K | 0.02% | +61+1.9% | Added |
| Barrett & Company, Inc. | 3,250 | $49.9K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,231 | $49.6K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 3,190 | $48.9K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,839 | $43.5K | 0.00% | +2,839 | New |
| Sound Income Strategies, LLC | 2,667 | $40.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,560 | $39.3K | 0.00% | +2,560 | New |
| Flagship Harbor Advisors, LLC | 2,550 | $39.1K | 0.00% | +2,550 | New |
| Smallwood Wealth Investment Management, LLC | 2,437 | $37.4K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,412 | $37.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 2,344 | $36.0K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2,121 | $32.5K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 2,117 | $31.3K | 0.04% | −4,588−68.4% | Reduced |
| 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 |
| Vermillion Wealth Management, Inc. | 1,805 | $27.7K | 0.01% | +909+101.5% | Added |
| CWM, LLC | 1,783 | $27.0K | 0.00% | +699+64.5% | Added |
| MCF Advisors LLC | 1,744 | $26.8K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,599 | $24.5K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,302 | $20.0K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 1,151 | $17.7K | 0.01% | −127−9.9% | Reduced |
| 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 |
| Salomon & Ludwin, LLC | 992 | $15.2K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 850 | $13.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 700 | $10.7K | 0.00% | +700 | New |
| CoreFirst Bank & Trust | 625 | $9.59K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 618 | $9.48K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 549 | $8.42K | 0.01% | +549 | New |
| Dunhill Financial, LLC | 533 | $8.18K | 0.00% | 00.0% | Unchanged |