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, Q2 2026
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Jun 30, 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
- 211
- +6 vs. Q1 2026
- Shares held
- 39.1M
- +1.14M (+3.0%) vs. Q1 2026
- Total value
- $568.5M
- +$44.8M (+8.6%) vs. Q1 2026
- New holders
- 24
- 70 more added
- Sold out
- 18
- 53 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Seek First Inc. | 22,259 | $323.6K | 0.20% | +60.0% | Added |
| Onyx Bridge Wealth Group LLC | 21,929 | $318.8K | 0.03% | +417+1.9% | Added |
| Fiduciary Alliance LLC | 21,550 | $313.3K | 0.02% | −400−1.8% | Reduced |
| Burford Brothers, Inc. | 21,400 | $311.2K | 0.11% | 00.0% | Unchanged |
| Advisory Advocates, LLC | 21,241 | $308.8K | 0.26% | +350+1.7% | Added |
| M Holdings Securities, Inc. | 21,481 | $308.0K | 0.04% | −4,125−16.1% | Reduced |
| Warren Averett Asset Management, LLC | 20,985 | $305.1K | 0.00% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 20,709 | $301.1K | 0.01% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 20,188 | $293.5K | 0.13% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 19,889 | $289.2K | 0.00% | +19,889 | New |
| Procyon Private Wealth Partners, LLC | 19,476 | $283.2K | 0.01% | 00.0% | Unchanged |
| Integrity Advisory Solutions, LLC | 19,420 | $282.4K | 0.03% | +19,420 | New |
| Syverson Strege & Co | 19,149 | $278.4K | 0.06% | +1,484+8.4% | Added |
| Wealth Alliance | 19,077 | $277.4K | 0.02% | +157+0.8% | Added |
| Northwestern Mutual Wealth Management Co | 18,736 | $272.4K | 0.00% | −2,996−13.8% | Reduced |
| Cypress Capital Group | 18,620 | $270.7K | 0.03% | −11,775−38.7% | Reduced |
| Monograph Wealth Advisors, LLC | 18,000 | $261.7K | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 17,539 | $255.0K | 0.00% | −8,613−32.9% | Reduced |
| Stratos Wealth Partners, LTD. | 17,520 | $254.7K | 0.00% | −916−5.0% | Reduced |
| Piedmont Capital Management, LLC | 17,120 | $248.9K | 0.15% | 00.0% | Unchanged |
| Exchange Bank | 16,659 | $242.2K | 0.15% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 16,470 | $239.5K | 0.11% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 15,447 | $224.6K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 15,291 | $222.3K | 0.00% | +15,291 | New |
| Action Point Financial Planning, LLC | 15,290 | $222.3K | 0.02% | +15,290 | New |
| Geneos Wealth Management Inc. | 15,215 | $221.2K | 0.00% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 15,000 | $218.1K | 0.06% | 00.0% | Unchanged |
| Brand Asset Management Group, Inc. | 14,667 | $213.3K | 0.05% | −21,992−60.0% | Reduced |
| Mission Wealth Management, LP | 14,499 | $210.8K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 14,393 | $209.3K | 0.00% | +94+0.7% | Added |
| Change Path, LLC | 14,169 | $206.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 14,113 | $205.2K | 0.01% | +3,410+31.9% | Added |
| Confluence Wealth Services, Inc. | 13,853 | $201.4K | 0.01% | −440−3.1% | Reduced |
| Strategic Financial Concepts, LLC | 13,600 | $197.7K | 0.06% | +300+2.3% | Added |
| AQR Capital Management LLC | 13,385 | $194.6K | 0.00% | +13,385 | New |
| CVFG LLC | 13,301 | $193.4K | 0.02% | +59+0.4% | Added |
| Kapstone Financial Advisors LLC | 13,266 | $192.9K | 0.08% | 00.0% | Unchanged |
| Brown Advisory Inc | 13,156 | $191.3K | 0.00% | +25+0.2% | Added |
| Garden State Investment Advisory Services LLC | 13,155 | $191.3K | 0.04% | +67+0.5% | Added |
| Milestone Asset Management Group, LLC | 12,840 | $186.7K | 0.09% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 12,704 | $184.7K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 12,673 | $184.3K | 0.00% | −710−5.3% | Reduced |
| Howard Financial Services, Ltd. | 12,500 | $181.8K | 0.02% | +12,500 | New |
| Dudley Capital Management, LLC | 12,353 | $179.6K | 0.07% | +97+0.8% | Added |
| Harbour Wealth Management Group, Inc. | 12,257 | $178.2K | 0.12% | +37+0.3% | Added |
| Pensionmark Financial Group, LLC | 12,852 | $177.2K | 0.00% | −8,901−40.9% | Reduced |
| Arlington Capital Management, Inc. | 12,006 | $174.6K | 0.11% | +12,006 | New |
| MAI Capital Management | 11,861 | $172.5K | 0.00% | +508+4.5% | Added |
| Mutual Advisors, LLC | 11,459 | $166.6K | 0.00% | +109+1.0% | Added |
| Chicago Partners Investment Group LLC | 11,589 | $164.4K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 10,898 | $158.5K | 0.00% | +43+0.4% | Added |
| Kestra Private Wealth Services, LLC | 10,817 | $157.3K | 0.00% | 00.0% | Unchanged |
| Opus Financial Solutions LLC | 10,675 | $155.2K | 0.13% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 10,384 | $151.0K | 0.03% | 00.0% | Unchanged |
| Krilogy Financial LLC | 10,364 | $150.7K | 0.00% | 00.0% | Unchanged |
| Manchester Financial Inc | 10,356 | $150.6K | 0.03% | +10,356 | New |
| Convergence Financial, LLC | 10,324 | $150.1K | 0.01% | +10,324 | New |
| Wealthcare Advisory Partners LLC | 10,294 | $149.7K | 0.00% | +114+1.1% | Added |
| Retirement Planning Group | 10,139 | $147.4K | 0.00% | 00.0% | Unchanged |
| WealthCare Investment Partners, LLC | 10,135 | $147.4K | 0.04% | +135+1.4% | Added |
| Institute for Wealth Management, LLC. | 7,215 | $104.9K | 0.01% | +7,215 | New |
| Millstone Evans Group, LLC | 6,322 | $91.9K | 0.05% | 00.0% | Unchanged |
| City Holding Co | 6,000 | $87.2K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,728 | $83.3K | 0.00% | +5,728 | New |
| Atlantic Union Bankshares Corp | 5,511 | $80.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5,477 | $79.6K | 0.00% | +101+1.9% | Added |
| Parallel Advisors, LLC | 5,000 | $72.7K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 4,992 | $72.6K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 4,983 | $72.5K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4,825 | $70.2K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 4,590 | $66.7K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 3,983 | $57.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 3,970 | $57.7K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3,878 | $56.4K | 0.01% | +77+2.0% | Added |
| Allworth Financial LP | 3,863 | $56.2K | 0.00% | −2,454−38.8% | Reduced |
| US Bancorp | 3,679 | $53.5K | 0.00% | −3,934−51.7% | Reduced |
| JPMorgan Chase & Co | 3,492 | $50.1K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 3,440 | $50.0K | 0.02% | +68+2.0% | Added |
| BlackRock, Inc. | 3,377 | $49.1K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 3,250 | $47.3K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,231 | $47.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 3,190 | $46.4K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,839 | $41.3K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 2,437 | $35.4K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 2,344 | $34.1K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2,300 | $33.4K | 0.00% | −1,400−37.8% | Reduced |
| Hughes Financial Services, LLC | 2,121 | $30.8K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 2,000 | $29.1K | 0.01% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 2,000 | $29.1K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,000 | $29.1K | 0.00% | +2,000 | New |
| Vermillion Wealth Management, Inc. | 1,980 | $28.8K | 0.01% | +175+9.7% | Added |
| MCF Advisors LLC | 1,744 | $25.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,599 | $23.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $21.1K | 0.00% | – | New |
| Larson Financial Group LLC | 1,375 | $20.0K | 0.00% | +1,375 | New |
| TD Capital Management LLC | 1,302 | $18.9K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,000 | $14.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $14.5K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 1,000 | $14.5K | 0.00% | +1,000 | New |
| Salomon & Ludwin, LLC | 992 | $14.5K | 0.00% | 00.0% | Unchanged |