BOSTON, MA
EATON VANCE TAX-MANAGED DIVERSIFIED EQUITY INCOME FUNDETY— Latest position per institution from SEC 13F filings
15
Institutional holders
31.18M
Total shares held
432.31M
Estimated value
1.56M
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
13.04M
Value
179.87M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
2.50M
Value
34.49M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
2.16M
Value
29.85M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
1.59M
Value
21.96M
Filed
Mar 31, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
1.53M
Value
22.37M
Filed
Sep 30, 2024
LPL FINANCIAL LLC
CIK 1403438
Shares
1.29M
Value
17.74M
Filed
Mar 31, 2026
PRINCIPAL SECURITIES, INC.
CIK 12600
Shares
1.12M
Value
15.45M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
853.44K
Value
11.77M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
817.97K
Value
11.28M
Filed
Mar 31, 2026
MATRIX PRIVATE CAPITAL GROUP LLC
CIK 1906866
Shares
805.72K
Value
11.11M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
802.06K
Value
11.75M
Filed
Sep 30, 2024
ROYAL BANK OF CANADA
CIK 1000275
Shares
637.45K
Value
8.79M
Filed
Mar 31, 2026
RFG ADVISORY, LLC
CIK 1633387
Shares
626.08K
Value
8.63M
Filed
Mar 31, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
600.72K
Value
8.28M
Filed
Mar 31, 2026
BAIRD FINANCIAL GROUP, INC.
CIK 1648711
Shares
537.76K
Value
7.42M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
521.09K
Value
7.19M
Filed
Mar 31, 2026
IHT WEALTH MANAGEMENT, LLC
CIK 1697490
Shares
445.40K
Value
6.14M
Filed
Mar 31, 2026
PATHWAY FINANCIAL ADVISERS, LLC
CIK 2024152
Shares
440.23K
Value
6.07M
Filed
Mar 31, 2026
STIFEL FINANCIAL CORP
CIK 720672
Shares
438.05K
Value
6.04M
Filed
Mar 31, 2026
CORNERSTONE ADVISORS, LLC
CIK 1775446
Shares
416.76K
Value
6.11M
Filed
Sep 30, 2024
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 13.04M | 179.87M | Mar 31, 2026 |
| 2 | RAYMOND JAMES FINANCIAL INC | 720005 | 2.50M | 34.49M | Mar 31, 2026 |
| 3 | WELLS FARGO & COMPANY/MN | 72971 | 2.16M | 29.85M | Mar 31, 2026 |
| 4 | INVESCO LTD. | 914208 | 1.59M | 21.96M | Mar 31, 2026 |
| 5 | RAYMOND JAMES & ASSOCIATES | 1084208 | 1.53M | 22.37M | Sep 30, 2024 |
| 6 | LPL FINANCIAL LLC | 1403438 | 1.29M | 17.74M | Mar 31, 2026 |
| 7 | PRINCIPAL SECURITIES, INC. | 12600 | 1.12M | 15.45M | Mar 31, 2026 |
| 8 | GUGGENHEIM CAPITAL LLC | 1283072 | 853.44K | 11.77M | Mar 31, 2026 |
| 9 | BANK OF AMERICA CORP /DE/ | 70858 | 817.97K | 11.28M | Mar 31, 2026 |
| 10 | MATRIX PRIVATE CAPITAL GROUP LLC | 1906866 | 805.72K | 11.11M | Mar 31, 2026 |
| 11 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 802.06K | 11.75M | Sep 30, 2024 |
| 12 | ROYAL BANK OF CANADA | 1000275 | 637.45K | 8.79M | Mar 31, 2026 |
| 13 | RFG ADVISORY, LLC | 1633387 | 626.08K | 8.63M | Mar 31, 2026 |
| 14 | OSAIC HOLDINGS, INC. | 1677044 | 600.72K | 8.28M | Mar 31, 2026 |
| 15 | BAIRD FINANCIAL GROUP, INC. | 1648711 | 537.76K | 7.42M | Mar 31, 2026 |
| 16 | UBS GROUP AG | 1610520 | 521.09K | 7.19M | Mar 31, 2026 |
| 17 | IHT WEALTH MANAGEMENT, LLC | 1697490 | 445.40K | 6.14M | Mar 31, 2026 |
| 18 | PATHWAY FINANCIAL ADVISERS, LLC | 2024152 | 440.23K | 6.07M | Mar 31, 2026 |
| 19 | STIFEL FINANCIAL CORP | 720672 | 438.05K | 6.04M | Mar 31, 2026 |
| 20 | CORNERSTONE ADVISORS, LLC | 1775446 | 416.76K | 6.11M | Sep 30, 2024 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.