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, Q1 2026
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Mar 31, 2026. 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
- 207
- +7 vs. Q4 2025
- Shares held
- 38.0M
- +1.10M (+3.0%) vs. Q4 2025
- Total value
- $524.1M
- −$41.9M (−7.4%) vs. Q4 2025
- New holders
- 23
- 74 more added
- Sold out
- 16
- 51 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 13,043,773 | $179.9M | 0.01% | +55,909+0.4% | Added |
| Raymond James Financial Inc | 2,500,782 | $34.5M | 0.01% | +16,212+0.7% | Added |
| Wells Fargo & Company | 2,164,535 | $29.8M | 0.01% | +125,787+6.2% | Added |
| Invesco Ltd. | 1,592,347 | $22.0M | 0.00% | +173,016+12.2% | Added |
| LPL Financial LLC | 1,286,095 | $17.7M | 0.00% | +48,123+3.9% | Added |
| Principal Securities, Inc. | 1,120,472 | $15.5M | 0.23% | −13,385−1.2% | Reduced |
| Guggenheim Capital LLC | 853,436 | $11.8M | 0.09% | −51,474−5.7% | Reduced |
| Bank of America Corp | 817,971 | $11.3M | 0.00% | −26,589−3.1% | Reduced |
| Matrix Private Capital Group LLC | 805,721 | $11.1M | 5.36% | +113,444+16.4% | Added |
| Royal Bank of Canada | 637,446 | $8.79M | 0.00% | −34,879−5.2% | Reduced |
| RFG Advisory, LLC | 626,075 | $8.63M | 0.16% | +12,689+2.1% | Added |
| Advisor Group Holdings, Inc. | 600,715 | $8.28M | 0.01% | +52,067+9.5% | Added |
| Baird Financial Group, Inc. | 537,761 | $7.42M | 0.01% | +21,791+4.2% | Added |
| UBS Group AG | 521,091 | $7.19M | 0.00% | −18,779−3.5% | Reduced |
| IHT Wealth Management, LLC | 445,405 | $6.14M | 0.14% | +30,383+7.3% | Added |
| Pathway Financial Advisers, LLC | 440,229 | $6.07M | 1.72% | +24,055+5.8% | Added |
| Stifel Financial Corp | 438,048 | $6.04M | 0.01% | +24,391+5.9% | Added |
| Ameriprise Financial Inc | 415,438 | $5.73M | 0.00% | −7,618−1.8% | Reduced |
| Janney Montgomery Scott LLC | 382,253 | $5.27M | 0.01% | +19,450+5.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 374,641 | $5.17M | 0.01% | −2,578−0.7% | Reduced |
| Shaker Financial Services, LLC | 368,539 | $5.08M | 1.77% | +159,359+76.2% | Added |
| Cypress Capital Management LLC (WY) | 362,177 | $4.99M | 4.62% | +74,970+26.1% | Added |
| Rockefeller Capital Management L.P. | 323,630 | $4.46M | 0.01% | +20,996+6.9% | Added |
| Cohen & Steers, Inc. | 310,617 | $4.28M | 0.01% | +15,000+5.1% | Added |
| Cetera Investment Advisers | 306,604 | $4.23M | 0.00% | +48,075+18.6% | Added |
| CoreCap Advisors, LLC | 300,005 | $4.14M | 0.14% | +5,775+2.0% | Added |
| HighTower Advisors, LLC | 289,406 | $3.99M | 0.00% | +4,089+1.4% | Added |
| Advisors Asset Management, Inc. | 240,246 | $3.31M | 0.06% | −67,880−22.0% | Reduced |
| Private Advisor Group, LLC | 239,293 | $3.30M | 0.02% | +3,508+1.5% | Added |
| C2C Wealth Management, LLC | 230,094 | $3.17M | 2.68% | −3,500−1.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 212,046 | $2.92M | 0.01% | −1,344−0.6% | Reduced |
| Wolverine Asset Management LLC | 197,451 | $2.72M | 0.04% | +142,953+262.3% | Added |
| Commonwealth Equity Services, LLC | 182,615 | $2.52M | 0.00% | +4,350+2.4% | Added |
| Heron Bay Capital Management | 179,813 | $2.48M | 0.23% | +452+0.3% | Added |
| Aptus Capital Advisors, LLC | 165,727 | $2.29M | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 164,227 | $2.26M | 0.14% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 145,180 | $2.00M | 0.01% | −2,791−1.9% | Reduced |
| Parsons Capital Management Inc | 144,952 | $2.00M | 0.09% | −1,172−0.8% | Reduced |
| Readystate Asset Management LP | 137,917 | $1.90M | 0.11% | +87,701+174.6% | Added |
| Wedbush Securities Inc | 126,851 | $1.75M | 0.05% | −11,839−8.5% | Reduced |
| PMG Family Office LLC | 113,812 | $1.57M | 1.75% | +8,259+7.8% | Added |
| Pointe Capital Management LLC | 113,351 | $1.56M | 0.77% | −1,971−1.7% | Reduced |
| Kestra Advisory Services, LLC | 104,988 | $1.45M | 0.01% | +32,945+45.7% | Added |
| Goldman Sachs Group Inc | 100,060 | $1.38M | 0.00% | −1,140−1.1% | Reduced |
| Harbour Investments, Inc. | 93,432 | $1.29M | 0.02% | +70,044+299.5% | Added |
| S Harris Financial Group, LLC | 84,664 | $1.17M | 1.06% | +1,349+1.6% | Added |
| Kingsview Wealth Management, LLC | 80,950 | $1.12M | 0.02% | +1,035+1.3% | Added |
| Fifth Third Bancorp | 78,506 | $1.08M | 0.00% | +70,398+868.3% | Added |
| Smith, Moore & Co. | 77,851 | $1.07M | 0.08% | +2,679+3.6% | Added |
| Sanctuary Advisors, LLC | 72,395 | $998.3K | 0.01% | +144+0.2% | Added |
| GWM Advisors LLC | 66,435 | $916.1K | 0.00% | +445+0.7% | Added |
| Mercer Global Advisors Inc | 64,785 | $893.4K | 0.00% | −3,135−4.6% | Reduced |
| Jefferies Financial Group Inc. | 58,461 | $806.2K | 0.01% | +17,221+41.8% | Added |
| Resources Management Corp | 57,204 | $789.0K | 0.10% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 56,772 | $782.9K | 0.03% | +98+0.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 53,031 | $731.3K | 0.00% | +2,075+4.1% | Added |
| Morey & Quinn Wealth Partners, LLC | 50,866 | $701.4K | 0.50% | −282−0.6% | Reduced |
| CI Private Wealth, LLC | 50,698 | $699.1K | 0.00% | +17,724+53.8% | Added |
| David J Yvars Group | 48,291 | $654.5K | 0.37% | +4,826+11.1% | Added |
| Summit Financial, LLC | 46,258 | $637.9K | 0.01% | −225−0.5% | Reduced |
| Mariner, LLC | 45,575 | $628.5K | 0.00% | −8,975−16.5% | Reduced |
| The PNC Financial Services Group, Inc. | 45,549 | $628.1K | 0.00% | +2,103+4.8% | Added |
| Creative Planning | 44,987 | $620.4K | 0.00% | +594+1.3% | Added |
| Centaurus Financial, Inc. | 44,950 | $620.0K | 0.03% | +390+0.9% | Added |
| Wealth Effects LLC | 44,807 | $617.9K | 0.22% | −560−1.2% | Reduced |
| ELCO Management Co., LLC | 44,387 | $612.1K | 0.29% | −1,000−2.2% | Reduced |
| Ignite Planners, LLC | 44,195 | $609.5K | 0.09% | −1,257−2.8% | Reduced |
| Truist Financial Corp | 44,066 | $607.7K | 0.00% | −408−0.9% | Reduced |
| Beacon Pointe Advisors, LLC | 43,563 | $600.7K | 0.00% | +10,363+31.2% | Added |
| NWF Advisory Services Inc. | 42,871 | $591.2K | 0.07% | −4,798−10.1% | Reduced |
| Summit Investment Advisory Services, LLC | 41,700 | $575.0K | 0.21% | −7,373−15.0% | Reduced |
| International Assets Investment Management, LLC | 40,275 | $560.6K | 0.04% | +660+1.7% | Added |
| Ameritas Advisory Services, LLC | 39,984 | $551.4K | 0.02% | −200−0.5% | Reduced |
| LaSalle St. Investment Advisors, LLC | 39,979 | $551.3K | 0.08% | +70.0% | Added |
| Shikiar Asset Management Inc | 39,865 | $550.0K | 0.16% | 00.0% | Unchanged |
| Colony Group, LLC | 38,209 | $526.9K | 0.00% | −592−1.5% | Reduced |
| Susquehanna International Group, LLP | 38,095 | $525.3K | 0.00% | +5,463+16.7% | Added |
| Strait & Sound Wealth Management LLC | 37,626 | $518.9K | 0.20% | +61+0.2% | Added |
| Brand Asset Management Group, Inc. | 36,659 | $505.5K | 0.13% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 35,966 | $496.0K | 0.02% | −46,887−56.6% | Reduced |
| Formidable Asset Management, LLC | 31,252 | $479.4K | 0.07% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 32,269 | $445.0K | 0.03% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 31,295 | $431.6K | 0.05% | −1,179−3.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 30,497 | $424.5K | 0.00% | −13,150−30.1% | Reduced |
| Commerce Bank | 30,743 | $423.9K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Group | 30,395 | $419.1K | 0.05% | +30,395 | New |
| U.S. Capital Wealth Advisors, LLC | 29,355 | $404.8K | 0.01% | +5,460+22.8% | Added |
| Benjamin Edwards Inc | 28,688 | $395.6K | 0.00% | +335+1.2% | Added |
| MML Investors Services, LLC | 27,645 | $381.2K | 0.00% | −2,211−7.4% | Reduced |
| M Holdings Securities, Inc. | 25,606 | $380.0K | 0.03% | −2,297−8.2% | Reduced |
| Captrust Financial Advisors | 27,552 | $379.9K | 0.00% | +2,534+10.1% | Added |
| Greenleaf Trust | 27,458 | $378.6K | 0.00% | −8,934−24.5% | Reduced |
| Boothbay Fund Management, LLC | 26,152 | $360.6K | 0.01% | +26,152 | New |
| Ameritas Investment Partners, Inc. | 25,225 | $347.9K | 0.01% | +763+3.1% | Added |
| Concurrent Investment Advisors, LLC | 24,735 | $341.1K | 0.00% | −7,736−23.8% | Reduced |
| Fiduciary Alliance LLC | 21,950 | $318.3K | 0.02% | −950−4.1% | Reduced |
| Seek First Inc. | 22,253 | $306.9K | 0.22% | +449+2.1% | Added |
| Pensionmark Financial Group, LLC | 21,753 | $300.0K | 0.00% | −134,414−86.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 21,732 | $299.7K | 0.00% | −10,034−31.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 21,512 | $296.6K | 0.03% | +416+2.0% | Added |