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Eaton Vance Tax-Mgd DIV Eqty (XETYX)

CUSIP: 27828N102 | US | 657 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Cambridge Investment Research Advisors, Inc.1,432,923
0.0% of portfolio›$20.1K
RFG Advisory, LLC641,403
0.1% of portfolio›$9.0M
Wolverine Asset Management LLC461,017
0.0% of portfolio›$6.5M
Pathway Financial Advisers, LLC453,290
1.6% of portfolio›$6.4M
Shaker Financial Services, LLC383,715
1.8% of portfolio›$5.4M
CoreCap Advisors, LLC308,271
0.1% of portfolio›$4.3M
C2c Wealth Management, LLC228,594
2.5% of portfolio›$3.2M
Commonwealth Equity Services, LLC166,462
0.0% of portfolio›$2.3M
Parsons Capital Management Inc142,326
0.1% of portfolio›$2.0M
Wedbush Securities Inc127,147
0.0% of portfolio›$1.8K
Kestra Advisory Services, LLC122,275
0.0% of portfolio›$1.7M
PMG Family Office LLC119,669
1.6% of portfolio›$1.7M
Independent Financial Group, LLC76,650
0.0% of portfolio›$1.1M
David J Yvars Group71,283
0.5% of portfolio›$1.0M
Creative Planning59,915
0.0% of portfolio›$841.8K
Truist Financial Corp54,725
0.0% of portfolio›$768.9K
Calamos Advisors LLC49,055
0.0% of portfolio›$689.2K
NWF Advisory Services Inc.47,330
0.1% of portfolio›$665.0K
Morey & Quinn Wealth Partners, LLC45,756
0.4% of portfolio›$642.9K
Wealth Effects LLC45,451
0.2% of portfolio›$638.6K
Ignite Planners, LLC43,635
0.1% of portfolio›$613.1K
Summit Investment Advisory Services, LLC43,432
0.2% of portfolio›$610.2K
International Assets Investment Management, LLC40,095
0.0% of portfolio›$563.7K
Elco Management Co., LLC36,287
0.2% of portfolio›$509.8K
Integrated Capital Management, Inc.33,756
0.3% of portfolio›$474.3K
Wealth Enhancement Advisory Services, LLC32,593
0.0% of portfolio›$463.2K
City of London Investment Management Co LTD30,440
0.0% of portfolio›$427.7K
Formidable Asset Management, LLC30,355
0.1% of portfolio›$441.4K
Shikiar Asset Management Inc30,000
0.0% of portfolio›$421
D.A. Davidson & Co.29,412
0.0% of portfolio›$413.2K
Concurrent Investment Advisors, LLC27,772
0.0% of portfolio›$390.2K
Greenleaf Trust27,458
0.0% of portfolio›$385.8K
Integrity Advisory Solutions, LLC27,338
0.0% of portfolio›$384.1K
Integrity Alliance, Llc.23,957
0.0% of portfolio›$336.6K
Seek First Inc.22,724
0.2% of portfolio›$319.3K
Onyx Bridge Wealth Group LLC22,368
0.0% of portfolio›$314.3K
Burford Brothers, Inc.21,400
0.1% of portfolio›$300.7K
M Holdings Securities, Inc.20,168
0.0% of portfolio›$275
Procyon Advisors, LLC19,476
0.0% of portfolio›$273.6K
Syverson Strege & Co17,665
0.1% of portfolio›$248.2K
Piedmont Capital Management, LLC17,120
0.1% of portfolio›$240.5K
Exchange Bank16,659
0.1% of portfolio›$234.1K
Dynamic Advisor Solutions LLC16,643
0.0% of portfolio›$233.8K
Capital Wealth Alliance, LLC16,470
0.1% of portfolio›$231.4K
Quantum Private Wealth, LLC15,000
0.1% of portfolio›$210.8K
Mission Wealth Management, LP14,499
0.0% of portfolio›$203.7K
Oppenheimer & Co Inc14,130
0.0% of portfolio›$198.5K
Fiduciary Alliance LLC14,050
0.0% of portfolio›$197.4K
Confluence Wealth Services, Inc.12,853
0.0% of portfolio›$180.6K
Milestone Asset Management Group, LLC12,840
0.1% of portfolio›$180.4K
HUB Investment Partners, LLC12,704
0.0% of portfolio›$178.5K
Howard Financial Services, Ltd.12,500
0.0% of portfolio›$175.6K
Dudley Capital Management, LLC12,455
0.1% of portfolio›$175.0K
Arlington Capital Management Inc12,430
0.1% of portfolio›$174.6K
Chicago Partners Investment Group LLC11,589
0.0% of portfolio›$158.5K
Fortitude Advisory Group L.L.C.11,050
0.1% of portfolio›$155.3K
Ascentis Independent Advisors11,003
0.0% of portfolio›$154.6K
Manchester Financial Inc10,824
0.0% of portfolio›$152.1K
Wealthcare Advisory Partners LLC10,414
0.0% of portfolio›$146.3K
Uncommon Cents Investing Inc10,384
0.0% of portfolio›$145.9K
Krilogy Financial LLC10,364
0.0% of portfolio›$148.3K
Retirement Planning Group, LLC10,139
0.0% of portfolio›$142.5K
Kestra Private Wealth Services, LLC10,117
0.0% of portfolio›$142.1K
Blue Bell Private Wealth Management, LLC6,078
0.0% of portfolio›$85.4K
Cassaday & Co Wealth Management LLC5,727
0.0% of portfolio›$80.5K
Farther Finance Advisors, LLC5,564
0.0% of portfolio›$78.2K
Eastern Bank5,129
0.0% of portfolio›$72.1K
Parallel Advisors, LLC5,000
0.0% of portfolio›$70.3K
Foresight Capital Management Advisors, Inc.5,000
0.0% of portfolio›$70.3K
Princeton Global Asset Management LLC4,983
0.0% of portfolio›$70.0K
Plante Moran Financial Advisors, LLC4,212
0.0% of portfolio›$59.2K
Assetmark, Inc3,983
0.0% of portfolio›$56.0K
Private Trust Co NA3,970
0.0% of portfolio›$55.8K
Barrett & Company, Inc.3,250
0.0% of portfolio›$45.7K
Mascoma Wealth Management LLC3,190
0.0% of portfolio›$44.8K
City Holding Co3,000
0.0% of portfolio›$42.2K
IFP Advisors, Inc2,554
0.0% of portfolio›$35.9K
Smallwood Wealth Investment Management, LLC2,437
0.0% of portfolio›$34.3K
Chilton Capital Management LLC2,300
0.0% of portfolio›$32.3K
Hughes Financial Services, LLC2,121
0.0% of portfolio›$29.5K
Lodestone Wealth Management LLC2,000
0.0% of portfolio›$28.1K
Key FInancial Inc1,599
0.0% of portfolio›$22.5K
Rossby Financial, LCC1,047
0.0% of portfolio›$14.7K
Financial Management Professionals, Inc.1,000
0.0% of portfolio›$14.1K
Brown, Lisle Ings, Inc.1,000
0.0% of portfolio›$14.1K
Spire Wealth Management1,000
0.0% of portfolio›$14.1K
Salomon & Ludwin, LLC992
0.0% of portfolio›$13.9K
Byrne Asset Management LLC400
0.0% of portfolio›$5.6K
Highline Wealth Partners LLC200
0.0% of portfolio›$2.8K
SJS Investment Consulting Inc.67
0.0% of portfolio›$947
StyleTurnoverLocationFiled
Cambridge Investment Research Advisors, Inc.
1,432,923$20.1K0.0%ETFLowFairfield, IA2026-11-02
RFG Advisory, LLC
641,403$9.0M0.1%ETFMediumBirmingham, AL2026-11-03
Wolverine Asset Management LLC
461,017$6.5M0.0%Deep ValueVery HighChicago, IL2026-11-02
Pathway Financial Advisers, LLC
453,290$6.4M1.6%CoreLowAuburn, IN2026-10-27
Shaker Financial Services, LLC
383,715$5.4M1.8%YieldHighArlington, VA2026-10-14
CoreCap Advisors, LLC
308,271$4.3M0.1%ETFMediumSouthfield, MI2026-10-08
C2c Wealth Management, LLC
228,594$3.2M2.5%CoreLowScottsdale, AZ2026-10-20
Commonwealth Equity Services, LLC
166,462$2.3M0.0%ETFLowWaltham, MA2026-11-02
Parsons Capital Management Inc
142,326$2.0M0.1%CoreLowProvidence, RI2026-10-28
Wedbush Securities Inc
127,147$1.8K0.0%CoreLowPasadena, CA2026-10-22
Kestra Advisory Services, LLC
122,275$1.7M0.0%CoreLowAustin, TX2026-11-02
PMG Family Office LLC
119,669$1.7M1.6%YieldVery LowPlano, TX2026-10-19
Independent Financial Group, LLC
76,650$1.1M0.0%GrowthLowSan Diego, CA2026-10-13
David J Yvars Group
71,283$1.0M0.5%GrowthLowUniversity Park, FL2026-10-09
Creative Planning
59,915$841.8K0.0%IndexVery LowOverland Park, KS2026-11-02
Truist Financial Corp
54,725$768.9K0.0%CoreLowCharlotte, NC2026-10-30
Calamos Advisors LLC
49,055$689.2K0.0%GrowthMediumNaperville, IL2026-11-02
NWF Advisory Services Inc.
47,330$665.0K0.1%GARPLowLos Angeles, CA2026-10-19
Morey & Quinn Wealth Partners, LLC
45,756$642.9K0.4%CoreVery LowOmaha, NE2026-10-28
Wealth Effects LLC
45,451$638.6K0.2%GrowthLowBoston, MA2026-10-23
Ignite Planners, LLC
43,635$613.1K0.1%CoreLowSan Clemente, CA2026-10-14
Summit Investment Advisory Services, LLC
43,432$610.2K0.2%ETFVery LowRoseville, MN2026-11-03
International Assets Investment Management, LLC
40,095$563.7K0.0%CoreVery HighOrlando, FL2026-11-02
Elco Management Co., LLC
36,287$509.8K0.2%CoreLowNew York, NY2026-10-14
Integrated Capital Management, Inc.
33,756$474.3K0.3%ETFLowJessup, PA2026-10-09
Wealth Enhancement Advisory Services, LLC
32,593$463.2K0.0%CoreLowPlymouth, MN2026-10-13
City of London Investment Management Co LTD
30,440$427.7K0.0%YieldMediumLondon, United Kingdom2026-10-30
Formidable Asset Management, LLC
30,355$441.4K0.1%CoreLowCincinnati, OH2026-11-03
Shikiar Asset Management Inc
30,000$4210.0%CoreMediumNew York, NY2026-10-20
D.A. Davidson & Co.
29,412$413.2K0.0%CoreLowGreat Falls, MT2026-10-28
Concurrent Investment Advisors, LLC
27,772$390.2K0.0%GrowthMediumTampa, FL2026-10-16
Greenleaf Trust
27,458$385.8K0.0%CoreLowKalamazoo, MI2026-10-29
Integrity Advisory Solutions, LLC
27,338$384.1K0.0%ETFMediumDallas, TX2026-10-29
Integrity Alliance, Llc.
23,957$336.6K0.0%ETFMediumUrbandale, IA2026-10-29
Seek First Inc.
22,724$319.3K0.2%ETFLowCampbell, CA2026-10-27
Onyx Bridge Wealth Group LLC
22,368$314.3K0.0%ETFMediumTarrytown, NY2026-10-16
Burford Brothers, Inc.
21,400$300.7K0.1%CoreLowDallas, TX2026-10-21
M Holdings Securities, Inc.
20,168$2750.0%ETFHighPortland, OR2026-11-03
Procyon Advisors, LLC
19,476$273.6K0.0%CoreVery LowShelton, CT2026-10-21
Syverson Strege & Co
17,665$248.2K0.1%ETFVery LowWest Des Moines, IA2026-11-02
Piedmont Capital Management, LLC
17,120$240.5K0.1%CoreLowGreensboro, NC2026-10-21
Exchange Bank
16,659$234.1K0.1%CoreLowSanta Rosa, CA2026-10-07
Dynamic Advisor Solutions LLC
16,643$233.8K0.0%ETFLowPhoenix, AZ2026-10-13
Capital Wealth Alliance, LLC
16,470$231.4K0.1%CoreLowScottsdale, AZ2026-10-20
Quantum Private Wealth, LLC
15,000$210.8K0.1%GrowthLowTampa, FL2026-10-20
Mission Wealth Management, LP
14,499$203.7K0.0%ETFLowSanta Barbara, CA2026-10-15
Oppenheimer & Co Inc
14,130$198.5K0.0%CoreLowNew York, NY2026-10-26
Fiduciary Alliance LLC
14,050$197.4K0.0%CoreMediumGreenville, SC2026-10-13
Confluence Wealth Services, Inc.
12,853$180.6K0.0%ETFVery LowMcmurray, PA2026-11-05
Milestone Asset Management Group, LLC
12,840$180.4K0.1%ETFVery LowAvon, CT2026-10-20
HUB Investment Partners, LLC
12,704$178.5K0.0%GrowthLowAustin, TX2026-11-03
Howard Financial Services, Ltd.
12,500$175.6K0.0%ETFLowDallas, TX2026-10-15
Dudley Capital Management, LLC
12,455$175.0K0.1%GrowthLowMiddleburg, VA2026-10-23
Arlington Capital Management Inc
12,430$174.6K0.1%GARPHighArlington Heights, IL2026-10-30
Chicago Partners Investment Group LLC
11,589$158.5K0.0%GARPLowChicago, IL2026-10-27
Fortitude Advisory Group L.L.C.
11,050$155.3K0.1%GrowthMediumGig Harbor, WA2026-10-15
Ascentis Independent Advisors
11,003$154.6K0.0%ETFLowDallas, TX2026-11-03
Manchester Financial Inc
10,824$152.1K0.0%ETFMediumWestlake Village, CA2026-10-15
Wealthcare Advisory Partners LLC
10,414$146.3K0.0%ETFLowWest Chester, PA2026-10-21
Uncommon Cents Investing Inc
10,384$145.9K0.0%ValueVery LowJanesville, WI2026-10-20
Krilogy Financial LLC
10,364$148.3K0.0%GrowthLowSt. Louis, MO2026-10-13
Retirement Planning Group, LLC
10,139$142.5K0.0%ETFVery LowLeawood, KS2026-10-19
Kestra Private Wealth Services, LLC
10,117$142.1K0.0%GrowthLowAustin, TX2026-10-30
Blue Bell Private Wealth Management, LLC
6,078$85.4K0.0%YieldVery LowBlue Bell, PA2026-10-29
Cassaday & Co Wealth Management LLC
5,727$80.5K0.0%ETFVery LowMclean, VA2026-10-27
Farther Finance Advisors, LLC
5,564$78.2K0.0%IndexLowSan Francisco, CA2026-10-08
Eastern Bank
5,129$72.1K0.0%GrowthMediumBoston, MA2026-10-05
Parallel Advisors, LLC
5,000$70.3K0.0%IndexLowSan Francisco, CA2026-11-03
Foresight Capital Management Advisors, Inc.
5,000$70.3K0.0%CoreMediumSaline, MI2026-10-27
Princeton Global Asset Management LLC
4,983$70.0K0.0%GrowthLowPrinceton, NJ2026-10-21
Plante Moran Financial Advisors, LLC
4,212$59.2K0.0%ETFVery LowSouthfield, MI2026-11-04
Assetmark, Inc
3,983$56.0K0.0%ETFLowConcord, CA2026-10-21
Private Trust Co NA
3,970$55.8K0.0%CoreLowCleveland, OH2026-10-20
Barrett & Company, Inc.
3,250$45.7K0.0%ETFLowProvidence, RI2026-10-22
Mascoma Wealth Management LLC
3,190$44.8K0.0%ETFVery LowHanover, NH2026-10-23
City Holding Co
3,000$42.2K0.0%CoreLowCharleston, WV2026-10-19
IFP Advisors, Inc
2,554$35.9K0.0%GrowthLowTampa, FL2026-10-16
Smallwood Wealth Investment Management, LLC
2,437$34.3K0.0%ETFVery LowRed Bank, NJ2026-10-30
Chilton Capital Management LLC
2,300$32.3K0.0%GrowthMediumHouston, TX2026-10-28
Hughes Financial Services, LLC
2,121$29.5K0.0%ETFLowHerndon, VA2026-10-30
Lodestone Wealth Management LLC
2,000$28.1K0.0%CoreLowSpokane, WA2026-10-14
Key FInancial Inc
1,599$22.5K0.0%ETFLowWest Chester, PA2026-11-02
Rossby Financial, LCC
1,047$14.7K0.0%ETFMediumMelbourne, FL2026-11-05
Financial Management Professionals, Inc.
1,000$14.1K0.0%ETFMediumAustin, TX2026-10-23
Brown, Lisle Ings, Inc.
1,000$14.1K0.0%CoreVery LowProvidence, RI2026-10-16
Spire Wealth Management
1,000$14.1K0.0%GrowthMediumMclean, VA2026-10-30
Salomon & Ludwin, LLC
992$13.9K0.0%ETFVery LowRichmond, VA2026-10-29
Byrne Asset Management LLC
400$5.6K0.0%CoreLowKingston, NJ2026-10-06
Highline Wealth Partners LLC
200$2.8K0.0%ETFMediumSherman Oaks, CA2026-10-19
SJS Investment Consulting Inc.
67$9470.0%ETFVery LowSylvania, OH2026-10-26