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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 2 | $28 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 65 | $892 | 0.00% | +5+8.3% | Added |
| Frazier Financial Advisors, LLC | 95 | $1.31K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 200 | $2.76K | 0.00% | +200 | New |
| Smartleaf Asset Management LLC | 359 | $4.73K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 400 | $5.52K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 533 | $7.35K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 549 | $7.57K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 618 | $8.52K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 625 | $8.62K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 863 | $12.0K | 0.00% | +863 | New |
| SRS Capital Advisors, Inc. | 1,000 | $13.8K | 0.00% | −1,560−60.9% | Reduced |
| Financial Management Professionals, Inc. | 1,000 | $13.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,000 | $13.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $13.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 992 | $13.8K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,302 | $18.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,599 | $22.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,611 | $22.2K | 0.00% | −172−9.6% | Reduced |
| MCF Advisors LLC | 1,744 | $24.1K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1,805 | $24.9K | 0.01% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 2,000 | $27.6K | 0.01% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 2,000 | $27.6K | 0.03% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2,121 | $29.2K | 0.00% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 2,330 | $32.1K | 0.02% | +2,330 | New |
| Eastern Bank | 2,344 | $32.3K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 2,437 | $33.6K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,667 | $37.1K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,839 | $39.1K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 3,057 | $42.2K | 0.01% | +3,057 | New |
| Mascoma Wealth Management LLC | 3,190 | $44.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,231 | $44.6K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 3,250 | $44.8K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 3,325 | $45.9K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,492 | $46.0K | 0.00% | −457−11.6% | Reduced |
| Twin Lakes Capital Management, LLC | 3,372 | $46.5K | 0.02% | +69+2.1% | Added |
| BlackRock, Inc. | 3,377 | $46.6K | 0.00% | −27−0.8% | Reduced |
| Chilton Capital Management LLC | 3,700 | $51.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3,801 | $52.4K | 0.01% | +77+2.1% | Added |
| Private Trust Co NA | 3,970 | $54.7K | 0.00% | −65−1.6% | Reduced |
| Assetmark, Inc | 3,983 | $54.9K | 0.00% | +658+19.8% | Added |
| CNB Bank | 4,590 | $63.3K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4,825 | $66.5K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 4,983 | $68.7K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 4,992 | $68.8K | 0.00% | +4,992 | New |
| Parallel Advisors, LLC | 5,000 | $69.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 5,212 | $71.9K | 0.00% | +5,212 | New |
| Farther Finance Advisors, LLC | 5,376 | $74.8K | 0.00% | +101+1.9% | Added |
| Atlantic Union Bankshares Corp | 5,511 | $76.0K | 0.00% | +410+8.0% | Added |
| City Holding Co | 6,000 | $82.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 6,317 | $87.1K | 0.00% | −1,650−20.7% | Reduced |
| Millstone Evans Group, LLC | 6,322 | $87.2K | 0.05% | 00.0% | Unchanged |
| US Bancorp | 7,613 | $105.0K | 0.00% | 00.0% | Unchanged |
| WealthCare Investment Partners, LLC | 10,000 | $137.8K | 0.04% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 10,000 | $137.9K | 0.01% | +10,000 | New |
| Retirement Planning Group | 10,139 | $139.8K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 10,180 | $140.4K | 0.00% | +113+1.1% | Added |
| Investment Management Trust, LLC | 10,291 | $141.9K | 0.14% | +10,291 | New |
| Uncommon Cents Investing LLC | 10,384 | $143.2K | 0.03% | 00.0% | Unchanged |
| Opus Financial Solutions LLC | 10,675 | $147.2K | 0.14% | +10,675 | New |
| Dynamic Advisor Solutions LLC | 10,703 | $147.6K | 0.00% | +10,703 | New |
| Kestra Private Wealth Services, LLC | 10,817 | $149.2K | 0.00% | +10,817 | New |
| Stephens Inc | 10,855 | $149.7K | 0.00% | +43+0.4% | Added |
| Krilogy Financial LLC | 10,364 | $150.3K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 11,003 | $151.7K | 0.01% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 11,350 | $156.5K | 0.00% | +141+1.3% | Added |
| MAI Capital Management | 11,353 | $156.6K | 0.00% | +1,094+10.7% | Added |
| Cerity Partners LLC | 11,402 | $157.2K | 0.00% | +183+1.6% | Added |
| Sequoia Financial Advisors, LLC | 11,483 | $158.3K | 0.00% | +11,483 | New |
| Harbour Wealth Management Group, Inc. | 12,220 | $168.5K | 0.13% | −223−1.8% | Reduced |
| Dudley Capital Management, LLC | 12,256 | $169.0K | 0.07% | +97+0.8% | Added |
| Chicago Partners Investment Group LLC | 11,589 | $169.7K | 0.00% | −916−7.3% | Reduced |
| Virtu Financial LLC | 12,378 | $171.0K | 0.01% | +12,378 | New |
| TCG Advisory Services, LLC | 12,704 | $175.2K | 0.00% | +2,367+22.9% | Added |
| Milestone Asset Management Group, LLC | 12,840 | $177.1K | 0.10% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 13,088 | $180.5K | 0.04% | −1,435−9.9% | Reduced |
| Brown Advisory Inc | 13,131 | $181.1K | 0.00% | +24+0.2% | Added |
| CVFG LLC | 13,242 | $182.6K | 0.02% | +1,385+11.7% | Added |
| Kapstone Financial Advisors LLC | 13,266 | $182.9K | 0.09% | +2,000+17.8% | Added |
| Strategic Financial Concepts, LLC | 13,300 | $183.4K | 0.05% | +13,300 | New |
| Change Path, LLC | 14,169 | $195.4K | 0.00% | 00.0% | Unchanged |
| Marex Group plc | 14,191 | $195.7K | 0.00% | +14,191 | New |
| Confluence Wealth Services, Inc. | 14,293 | $197.1K | 0.01% | −1,050−6.8% | Reduced |
| Oppenheimer & Co Inc | 14,299 | $197.2K | 0.00% | +2,060+16.8% | Added |
| Mission Wealth Management, LP | 14,499 | $199.9K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 13,383 | $204.8K | 0.00% | +322+2.5% | Added |
| Capital Investment Advisory Services, LLC | 14,920 | $205.7K | 0.02% | −7,643−33.9% | Reduced |
| Quantum Private Wealth, LLC | 15,000 | $206.8K | 0.06% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 15,215 | $209.8K | 0.00% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 15,447 | $213.0K | 0.02% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 16,470 | $227.1K | 0.10% | 00.0% | Unchanged |
| Exchange Bank | 16,659 | $229.7K | 0.16% | +16,659 | New |
| Piedmont Capital Management, LLC | 17,120 | $236.1K | 0.16% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 17,450 | $240.6K | 0.15% | 00.0% | Unchanged |
| Syverson Strege & Co | 17,665 | $243.6K | 0.06% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 18,000 | $248.2K | 0.02% | −295−1.6% | Reduced |
| XTX Topco Ltd | 18,098 | $249.6K | 0.00% | +18,098 | New |
| D.A. Davidson & Co. | 18,411 | $253.9K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 18,436 | $254.2K | 0.00% | −1,584−7.9% | Reduced |
| Wealth Alliance | 18,920 | $260.9K | 0.03% | −1,552−7.6% | Reduced |