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 |
|---|---|---|---|---|---|
| Burford Brothers, Inc. | 21,400 | $295.1K | 0.12% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 21,297 | $293.7K | 0.00% | +3,609+20.4% | Added |
| Warren Averett Asset Management, LLC | 20,985 | $289.4K | 0.00% | +20,985 | New |
| Nicolet Bankshares Inc | 20,709 | $288.3K | 0.01% | +20,709 | New |
| Advisory Advocates, LLC | 20,891 | $288.1K | 0.29% | +300+1.5% | Added |
| Mendel Capital Management LLC | 20,188 | $278.4K | 0.14% | +20,188 | New |
| Procyon Private Wealth Partners, LLC | 19,476 | $268.6K | 0.01% | +6,721+52.7% | Added |
| Wealth Alliance | 18,920 | $260.9K | 0.03% | −1,552−7.6% | Reduced |
| Stratos Wealth Partners, LTD. | 18,436 | $254.2K | 0.00% | −1,584−7.9% | Reduced |
| D.A. Davidson & Co. | 18,411 | $253.9K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 18,098 | $249.6K | 0.00% | +18,098 | New |
| Monograph Wealth Advisors, LLC | 18,000 | $248.2K | 0.02% | −295−1.6% | Reduced |
| Syverson Strege & Co | 17,665 | $243.6K | 0.06% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 17,450 | $240.6K | 0.15% | 00.0% | Unchanged |
| Piedmont Capital Management, LLC | 17,120 | $236.1K | 0.16% | 00.0% | Unchanged |
| Exchange Bank | 16,659 | $229.7K | 0.16% | +16,659 | New |
| Capital Wealth Alliance, LLC | 16,470 | $227.1K | 0.10% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 15,447 | $213.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 15,215 | $209.8K | 0.00% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 15,000 | $206.8K | 0.06% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 14,920 | $205.7K | 0.02% | −7,643−33.9% | Reduced |
| Equitable Holdings, Inc. | 13,383 | $204.8K | 0.00% | +322+2.5% | Added |
| Mission Wealth Management, LP | 14,499 | $199.9K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 14,299 | $197.2K | 0.00% | +2,060+16.8% | Added |
| Confluence Wealth Services, Inc. | 14,293 | $197.1K | 0.01% | −1,050−6.8% | Reduced |
| Marex Group plc | 14,191 | $195.7K | 0.00% | +14,191 | New |
| Change Path, LLC | 14,169 | $195.4K | 0.00% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 13,300 | $183.4K | 0.05% | +13,300 | New |
| Kapstone Financial Advisors LLC | 13,266 | $182.9K | 0.09% | +2,000+17.8% | Added |
| CVFG LLC | 13,242 | $182.6K | 0.02% | +1,385+11.7% | Added |
| Brown Advisory Inc | 13,131 | $181.1K | 0.00% | +24+0.2% | Added |
| Garden State Investment Advisory Services LLC | 13,088 | $180.5K | 0.04% | −1,435−9.9% | Reduced |
| Milestone Asset Management Group, LLC | 12,840 | $177.1K | 0.10% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 12,704 | $175.2K | 0.00% | +2,367+22.9% | Added |
| Virtu Financial LLC | 12,378 | $171.0K | 0.01% | +12,378 | New |
| Chicago Partners Investment Group LLC | 11,589 | $169.7K | 0.00% | −916−7.3% | Reduced |
| Dudley Capital Management, LLC | 12,256 | $169.0K | 0.07% | +97+0.8% | Added |
| Harbour Wealth Management Group, Inc. | 12,220 | $168.5K | 0.13% | −223−1.8% | Reduced |
| Sequoia Financial Advisors, LLC | 11,483 | $158.3K | 0.00% | +11,483 | New |
| Cerity Partners LLC | 11,402 | $157.2K | 0.00% | +183+1.6% | Added |
| MAI Capital Management | 11,353 | $156.6K | 0.00% | +1,094+10.7% | Added |
| Mutual Advisors, LLC | 11,350 | $156.5K | 0.00% | +141+1.3% | Added |
| Golden State Equity Partners | 11,003 | $151.7K | 0.01% | 00.0% | Unchanged |
| Krilogy Financial LLC | 10,364 | $150.3K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 10,855 | $149.7K | 0.00% | +43+0.4% | Added |
| Kestra Private Wealth Services, LLC | 10,817 | $149.2K | 0.00% | +10,817 | New |
| Dynamic Advisor Solutions LLC | 10,703 | $147.6K | 0.00% | +10,703 | New |
| Opus Financial Solutions LLC | 10,675 | $147.2K | 0.14% | +10,675 | New |
| Uncommon Cents Investing LLC | 10,384 | $143.2K | 0.03% | 00.0% | Unchanged |
| Investment Management Trust, LLC | 10,291 | $141.9K | 0.14% | +10,291 | New |
| Wealthcare Advisory Partners LLC | 10,180 | $140.4K | 0.00% | +113+1.1% | Added |
| Retirement Planning Group | 10,139 | $139.8K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 10,000 | $137.9K | 0.01% | +10,000 | New |
| WealthCare Investment Partners, LLC | 10,000 | $137.8K | 0.04% | 00.0% | Unchanged |
| US Bancorp | 7,613 | $105.0K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 6,322 | $87.2K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 6,317 | $87.1K | 0.00% | −1,650−20.7% | Reduced |
| City Holding Co | 6,000 | $82.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 5,511 | $76.0K | 0.00% | +410+8.0% | Added |
| Farther Finance Advisors, LLC | 5,376 | $74.8K | 0.00% | +101+1.9% | Added |
| Advisory Services Network, LLC | 5,212 | $71.9K | 0.00% | +5,212 | New |
| Parallel Advisors, LLC | 5,000 | $69.0K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 4,992 | $68.8K | 0.00% | +4,992 | New |
| Princeton Global Asset Management LLC | 4,983 | $68.7K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4,825 | $66.5K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 4,590 | $63.3K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 3,983 | $54.9K | 0.00% | +658+19.8% | Added |
| Private Trust Co NA | 3,970 | $54.7K | 0.00% | −65−1.6% | Reduced |
| HHM Wealth Advisors, LLC | 3,801 | $52.4K | 0.01% | +77+2.1% | Added |
| Chilton Capital Management LLC | 3,700 | $51.0K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 3,377 | $46.6K | 0.00% | −27−0.8% | Reduced |
| Twin Lakes Capital Management, LLC | 3,372 | $46.5K | 0.02% | +69+2.1% | Added |
| JPMorgan Chase & Co | 3,492 | $46.0K | 0.00% | −457−11.6% | Reduced |
| Activest Wealth Management | 3,325 | $45.9K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 3,250 | $44.8K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,231 | $44.6K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 3,190 | $44.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 3,057 | $42.2K | 0.01% | +3,057 | New |
| Plante Moran Financial Advisors, LLC | 2,839 | $39.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,667 | $37.1K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 2,437 | $33.6K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 2,344 | $32.3K | 0.00% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 2,330 | $32.1K | 0.02% | +2,330 | New |
| Hughes Financial Services, LLC | 2,121 | $29.2K | 0.00% | 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 |
| Vermillion Wealth Management, Inc. | 1,805 | $24.9K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,744 | $24.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,611 | $22.2K | 0.00% | −172−9.6% | Reduced |
| Key Financial Inc | 1,599 | $22.1K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,302 | $18.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 992 | $13.8K | 0.00% | 00.0% | Unchanged |
| 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 |
| Rossby Financial, LCC | 863 | $12.0K | 0.00% | +863 | New |
| CoreFirst Bank & Trust | 625 | $8.62K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 618 | $8.52K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 549 | $7.57K | 0.00% | 00.0% | Unchanged |