ETY · Eaton Vance Tax-Managed Diversified Equity Income Fund

$14.60 +0.04 (+0.27%) At close · Aug 28

Market Cap

$2.35B

159.28M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 210

Total Value: $568,033,784

Total Shares: 39,066,980

Showing 1–100 of 210 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 210 13F filers · Δ vs Mar 31, 2026

Top Holder

33.8%

−0.5 pts

Top 5

53.8%

−0.4 pts

Top 10

66.4%

+1.0 pts

HHI

1,305

Broadly held−29

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +3

Institutional value: +8.4%

Shares held: +2.8%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega AMERIPRISE FINANCIAL INC	+1,106,200	1,521,638
Mega MORGAN STANLEY	+164,855	13,208,628
Mid WOLVERINE ASSET MANAGEMENT LLC	+104,360	301,811
Large Baird Financial Group, Inc.	+96,284	634,045
Large OSAIC HOLDINGS, INC.	+91,416	692,131

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Small Shaker Financial Services, LLC	−209,837	158,702
Large Janney Montgomery Scott LLC	−179,713	202,540
Mega ROYAL BANK OF CANADA	−112,344	525,102
Large READYSTATE ASSET MANAGEMENT LP	−102,724	35,193
Mega BANK OF AMERICA CORP /DE/	−61,456	756,515

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid Integrated Wealth Concepts LLC	45,818	$666,193
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	42,808	$622,428
Micro Allied Private Wealth LLC	32,166	$467,693
Large EP Wealth Advisors, LLC	31,250	$454,375
Mega JANE STREET GROUP, LLC	30,461	$442,902

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid Heron Bay Capital Management	179,813	$2,479,621
Micro ELCO Management Co., LLC	44,387	$612,096
Micro Flaharty Asset Management, LLC	31,295	$431,558
Mid U.S. Capital Wealth Advisors, LLC	29,355	$404,805
Micro Compass Planning Associates Inc	17,450	$240,635

Filter: New 24 Increased 70 Reduced 52 Sold out 21 Unchanged 64

Showing 100 of 210

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

MORGAN STANLEY

$192,053,450

33.81%

13,208,628

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	13,205,636	$192,009,947	100.0%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	2,992	$43,503	0.0%	Defined

RAYMOND JAMES FINANCIAL INC

$35,727,104

6.29%

2,457,160

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	1,517,753	$22,068,128	61.8%	Defined
Raymond James Financial Services Advisors, Inc.	838,446	$12,191,004	34.1%	Defined
RAYMOND JAMES TRUST N.A.	100,961	$1,467,972	4.1%	Defined

WELLS FARGO & COMPANY/MN

$32,317,126

5.69%

2,222,636

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	304	$4,420	0.0%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	879,899	$12,793,731	39.6%	Defined
WELLS FARGO CLEARING SERVICES, LLC	1,342,433	$19,518,975	60.4%	Defined

Invesco Ltd.

$23,206,508

4.09%

1,596,046

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Investment Advisers LLC	36,314	$528,005	2.3%	Defined
Invesco Capital Management LLC	1,559,732	$22,678,503	97.7%	Defined

AMERIPRISE FINANCIAL INC

$22,124,616

3.89%

1,521,638

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	1,518,638	$22,080,996	99.8%	Defined
Ameriprise Bank, FSB	3,000	$43,620	0.2%	Defined

LPL Financial LLC

$18,979,280

3.34%

1,305,315

PRINCIPAL SECURITIES, INC.

$15,686,231

2.76%

1,078,833

GUGGENHEIM CAPITAL LLC

$13,727,518

2.42%

944,121

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GUGGENHEIM FUNDS DISTRIBUTORS, LLC	943,655	$13,720,743	100.0%	Defined
SECURITY INVESTORS LLC	466	$6,775	0.0%	Defined

MATRIX PRIVATE CAPITAL GROUP LLC

$12,193,374

2.15%

838,609

BANK OF AMERICA CORP /DE/

$10,999,727

1.94%

756,515

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	20,901	$303,900	2.8%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	735,614	$10,695,827	97.2%	Defined

OSAIC HOLDINGS, INC.

$10,063,584

1.77%

692,131

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	649,673	$9,446,245	93.9%	Defined
Osaic Advisory Services, LLC	42,458	$617,339	6.1%	Defined

RFG Advisory, LLC

$9,337,820

1.64%

642,216

Baird Financial Group, Inc.

$9,219,014

1.62%

634,045

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	634,045	$9,219,014	100.0%	Defined

ROYAL BANK OF CANADA

$7,634,983

1.34%

525,102

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	525,102	$7,634,983	100.0%	Defined

UBS Group AG

$7,239,305

1.27%

497,889

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	481,227	$6,997,040	96.7%	Defined
UBS AG	16,384	$238,223	3.3%	Defined
UBS Securities LLC	278	$4,042	0.1%	Defined

IHT Wealth Management, LLC

$6,997,825

1.23%

481,281

Pathway Financial Advisers, LLC

$6,490,932

1.14%

446,419

STIFEL FINANCIAL CORP

$6,074,637

1.07%

417,788

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	417,788	$6,074,637	100.0%	Defined

Rockefeller Capital Management L.P.

$5,460,569

0.96%

375,555

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	375,555	$5,460,569	100.0%	Defined

COHEN & STEERS, INC.

$5,170,671

0.91%

355,617

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Cohen & Steers Capital Management Inc	355,617	$5,170,671	100.0%	Sole

Cambridge Investment Research Advisors, Inc.

$4,964,886

0.87%

341,464

Cypress Capital Management LLC (WY)

$4,886,137

0.86%

336,048

Cetera Investment Advisers

$4,537,541

0.80%

312,073

WOLVERINE ASSET MANAGEMENT LLC

$4,388,331

0.77%

301,811

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	301,811	$4,388,331	100.0%	Defined

CoreCap Advisors, LLC

$4,343,388

0.76%

298,720

HighTower Advisors, LLC

$4,158,440

0.73%

286,000

Private Advisor Group, LLC

$3,475,292

0.61%

239,016

C2C Wealth Management, LLC

$3,345,566

0.59%

230,094

Advisors Asset Management, Inc.

$3,190,395

0.56%

219,422

Steward Partners Investment Advisory, LLC

$3,127,350

0.55%

215,086

Janney Montgomery Scott LLC

$2,944,931

0.52%

202,540

COMMONWEALTH EQUITY SERVICES, LLC

$2,569,407

0.45%

176,713

Aptus Capital Advisors, LLC

$2,347,017

0.41%

161,418

GUARDIAN WEALTH ADVISORS, LLC / NC

$2,325,207

0.41%

159,918

Shaker Financial Services, LLC

$2,307,527

0.41%

158,702

Merit Financial Group, LLC

$2,102,076

0.37%

144,572

PARSONS CAPITAL MANAGEMENT INC/RI

$2,086,199

0.37%

143,480

WEDBUSH SECURITIES INC

$1,836,431

0.32%

126,302

PMG Family Office LLC

$1,702,852

0.30%

117,115

Pointe Capital Management LLC

$1,593,249

0.28%

109,577

Kestra Advisory Services, LLC

$1,500,862

0.26%

103,223

GOLDMAN SACHS GROUP INC

$1,455,090

0.26%

100,075

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	100,075	$1,455,090	100.0%	Defined

HARBOUR INVESTMENTS, INC.

$1,365,116

0.24%

93,887

S Harris Financial Group, LLC

$1,250,730

0.22%

86,020

FIFTH THIRD BANCORP

$1,210,847

0.21%

83,277

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	83,277	$1,210,847	100.0%	Defined

Kingsview Wealth Management, LLC

$1,189,444

0.21%

81,805

SMITH, MOORE & CO.

$1,155,043

0.20%

79,439

Sanctuary Advisors, LLC

$1,081,790

0.19%

74,401

Ameritas Advisory Services, LLC

$905,798

0.16%

62,297

David J Yvars Group

$902,992

0.16%

62,104

MERCER GLOBAL ADVISORS INC /ADV

$861,102

0.15%

59,223

Jefferies Financial Group Inc.

$835,759

0.15%

57,480

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jefferies Investment Advisers LLC	57,480	$835,759	100.0%	Defined

RESOURCES MANAGEMENT CORP /CT/ /ADV

$831,746

0.15%

57,204

Gladstone Institutional Advisory LLC

$826,889

0.15%

56,870

TRUIST FINANCIAL CORP

$823,094

0.14%

56,609

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TRUIST BANK /NC/	20,802	$302,461	36.7%	Defined
Truist Advisory Services, Inc.	35,807	$520,633	63.3%	Defined

NewEdge Advisors, LLC

$821,073

0.14%

56,470

Mariner, LLC

$788,620

0.14%

54,238

Virtu Financial LLC

$773,804

0.14%

53,219

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Virtu Americas LLC	53,219	$773,804	100.0%	Defined

&PARTNERS

$759,249

0.13%

52,218

Corient Private Wealth LLC

$709,203

0.12%

48,776

NWF Advisory Services Inc.

$700,101

0.12%

48,150

Summit Financial, LLC

$679,919

0.12%

46,762

Creative Planning

$675,295

0.12%

46,444

Morey & Quinn Wealth Partners, LLC

$667,764

0.12%

45,926

Integrated Wealth Concepts LLC

$666,193

0.12%

45,818

WEALTH EFFECTS LLC

$664,608

0.12%

45,709

CENTAURUS FINANCIAL, INC.

$653,383

0.12%

44,937

Beacon Pointe Advisors, LLC

$640,734

0.11%

44,067

Ignite Planners, LLC

$628,302

0.11%

43,212

PNC FINANCIAL SERVICES GROUP, INC.

$624,507

0.11%

42,951

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	42,951	$624,507	100.0%	Defined

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

$622,428

0.11%

42,808

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Landscape High Leverage Fund, LP	8,006	$116,407	18.7%	Defined
LANDSCAPE OFFSHORE HL FUND LTD.	22,213	$322,977	51.9%	Defined
Held directly	12,589	$183,044	29.4%	Sole

Summit Investment Advisory Services, LLC

$618,589

0.11%

42,544

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

$609,153

0.11%

41,895

LaSalle St. Investment Advisors, LLC

$587,154

0.10%

40,382

SHIKIAR ASSET MANAGEMENT INC

$579,637

0.10%

39,865

Strait & Sound Wealth Management LLC

$534,534

0.09%

36,763

READYSTATE ASSET MANAGEMENT LP

$511,706

0.09%

35,193

Compound Planning, Inc.

$505,424

0.09%

34,761

MML INVESTORS SERVICES, LLC

$470,790

0.08%

32,379

Stratos Wealth Advisors, LLC

$469,191

0.08%

32,269

Allied Private Wealth LLC

$467,693

0.08%

32,166

D.A. DAVIDSON & CO.

$460,350

0.08%

31,661

EP Wealth Advisors, LLC

$454,375

0.08%

31,250

Formidable Asset Management, LLC

$447,177

0.08%

30,755

COMMERCE BANK

$447,003

0.08%

30,743

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
COMMERCE BANCSHARES INC /MO/	30,743	$447,003	100.0%	Sole

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$446,523

0.08%

30,710

XTX Topco Ltd

$443,455

0.08%

30,499

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	30,499	$443,455	100.0%	Defined

JANE STREET GROUP, LLC

$442,902

0.08%

30,461

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	30,461	$442,902	100.0%	Defined

Arax Advisory Partners

$435,691

0.08%

29,965

CITADEL ADVISORS LLC

$425,120

0.07%

29,238

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	29,238	$425,120	100.0%	Defined

BENJAMIN EDWARDS INC

$421,485

0.07%

28,988

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BENJAMIN F. EDWARDS & COMPANY, INC.	28,988	$421,485	100.0%	Defined

GREENLEAF TRUST

$399,239

0.07%

27,458

Focus Partners Wealth

$368,094

0.06%

25,316

CAPTRUST FINANCIAL ADVISORS

$364,764

0.06%

25,087

Concurrent Investment Advisors, LLC

$360,533

0.06%

24,796

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Concurrent Asset Management, LLC	7,800	$113,412	31.5%	Sole
Held directly	16,996	$247,121	68.5%	Sole

Ameritas Investment Partners, Inc.

$354,892

0.06%

24,408

Modern Wealth Management, LLC

$338,927

0.06%

23,310

ENVESTNET ASSET MANAGEMENT INC

$327,775

0.06%

22,543

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$327,339

0.06%

22,513

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	22,513	$327,339	100.0%	Other

Seek First Inc.

$323,645

0.06%

22,259

Key facts CIK 1340736 CUSIP 27828N102 13F (30d) 150 filings 134 filers Visit website