BOSTON, MA
EATON VANCE TAX-MANAGED DIVERSIFIED EQUITY INCOME FUNDETY— Latest position per institution from SEC 13F filings
15
Institutional holders
32.60M
Total shares held
474.19M
Estimated value
1.63M
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
13.21M
Value
192.05M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
2.46M
Value
35.73M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
2.22M
Value
32.32M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
1.60M
Value
23.21M
Filed
Jun 30, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
1.53M
Value
22.37M
Filed
Sep 30, 2024
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
1.52M
Value
22.12M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
1.31M
Value
18.98M
Filed
Jun 30, 2026
PRINCIPAL SECURITIES, INC.
CIK 12600
Shares
1.08M
Value
15.69M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
944.12K
Value
13.73M
Filed
Jun 30, 2026
MATRIX PRIVATE CAPITAL GROUP LLC
CIK 1906866
Shares
838.61K
Value
12.19M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
802.06K
Value
11.75M
Filed
Sep 30, 2024
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
756.51K
Value
11M
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
692.13K
Value
10.06M
Filed
Jun 30, 2026
RFG ADVISORY, LLC
CIK 1633387
Shares
642.22K
Value
9.34M
Filed
Jun 30, 2026
BAIRD FINANCIAL GROUP, INC.
CIK 1648711
Shares
634.04K
Value
9.22M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
525.10K
Value
7.63M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
497.89K
Value
7.24M
Filed
Jun 30, 2026
IHT WEALTH MANAGEMENT, LLC
CIK 1697490
Shares
481.28K
Value
7M
Filed
Jun 30, 2026
PATHWAY FINANCIAL ADVISERS, LLC
CIK 2024152
Shares
446.42K
Value
6.49M
Filed
Jun 30, 2026
STIFEL FINANCIAL CORP
CIK 720672
Shares
417.79K
Value
6.07M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 13.21M | 192.05M | Jun 30, 2026 |
| 2 | RAYMOND JAMES FINANCIAL INC | 720005 | 2.46M | 35.73M | Jun 30, 2026 |
| 3 | WELLS FARGO & COMPANY/MN | 72971 | 2.22M | 32.32M | Jun 30, 2026 |
| 4 | INVESCO LTD. | 914208 | 1.60M | 23.21M | Jun 30, 2026 |
| 5 | RAYMOND JAMES & ASSOCIATES | 1084208 | 1.53M | 22.37M | Sep 30, 2024 |
| 6 | AMERIPRISE FINANCIAL INC | 820027 | 1.52M | 22.12M | Jun 30, 2026 |
| 7 | LPL FINANCIAL LLC | 1403438 | 1.31M | 18.98M | Jun 30, 2026 |
| 8 | PRINCIPAL SECURITIES, INC. | 12600 | 1.08M | 15.69M | Jun 30, 2026 |
| 9 | GUGGENHEIM CAPITAL LLC | 1283072 | 944.12K | 13.73M | Jun 30, 2026 |
| 10 | MATRIX PRIVATE CAPITAL GROUP LLC | 1906866 | 838.61K | 12.19M | Jun 30, 2026 |
| 11 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 802.06K | 11.75M | Sep 30, 2024 |
| 12 | BANK OF AMERICA CORP /DE/ | 70858 | 756.51K | 11M | Jun 30, 2026 |
| 13 | OSAIC HOLDINGS, INC. | 1677044 | 692.13K | 10.06M | Jun 30, 2026 |
| 14 | RFG ADVISORY, LLC | 1633387 | 642.22K | 9.34M | Jun 30, 2026 |
| 15 | BAIRD FINANCIAL GROUP, INC. | 1648711 | 634.04K | 9.22M | Jun 30, 2026 |
| 16 | ROYAL BANK OF CANADA | 1000275 | 525.10K | 7.63M | Jun 30, 2026 |
| 17 | UBS GROUP AG | 1610520 | 497.89K | 7.24M | Jun 30, 2026 |
| 18 | IHT WEALTH MANAGEMENT, LLC | 1697490 | 481.28K | 7M | Jun 30, 2026 |
| 19 | PATHWAY FINANCIAL ADVISERS, LLC | 2024152 | 446.42K | 6.49M | Jun 30, 2026 |
| 20 | STIFEL FINANCIAL CORP | 720672 | 417.79K | 6.07M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.