Eaton Vance Tax-MGD Div EqtyXETYX
13F holders, Q2 2026 (June 30)210holders +3
21new positions
18sold out
2famous investors
$14.54avg. 13F price*
At the end of Q2 2026, 210 institutions reported holding Eaton Vance Tax-MGD Div Eqty (XETYX) in their 13F filings, up 3 from Q1 2026. 21 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($192.1M), Raymond James Financial Inc. ($35.7M) and Wells Fargo & Company ($32.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Eaton Vance Tax-MGD Div Eqty
- CUSIP
- 27828N102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $5.0M |
| Exits | 18 | $4.6M |
All 13F filers, Q1 2026 → Q2 2026: 2,466,628 shares bought and 1,368,142 shares sold, net +1,098,486 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 210 holders
| Morgan Stanley | 0.01% | Add +1.3% | 13,208,628 | $192.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.7% | 2,457,160 | $35.7M |
| Wells Fargo & Company | 0.01% | Add +2.7% | 2,222,636 | $32.3M |
| Invesco Ltd. | 0.00% | Add +0.2% | 1,596,046 | $23.2M |
| Ameriprise Financial Inc. | 0.00% | Add +266.3% | 1,521,638 | $22.1M |
| LPL Financial LLC | 0.00% | Add +1.5% | 1,305,315 | $19.0M |
| Principal Securities, Inc. | 0.19% | Reduce -3.7% | 1,078,833 | $15.7M |
| Guggenheim Capital LLC | 0.09% | Add +10.6% | 944,121 | $13.7M |
| Matrix Private Capital Group LLC | 5.30% | Add +4.1% | 838,609 | $12.2M |
| Bank of America Corp. | 0.00% | Reduce -7.5% | 756,515 | $11.0M |
| Osaic Holdings, Inc. | 0.01% | Add +15.2% | 692,131 | $10.1M |
| RFG Advisory, LLC | 0.15% | Add +2.6% | 642,216 | $9.3M |
| Baird Financial Group, Inc. | 0.01% | Add +17.9% | 634,045 | $9.2M |
| Royal Bank of Canada | 0.00% | Reduce -17.6% | 525,102 | $7.6M |
| UBS Group AG | 0.00% | Reduce -4.5% | 497,889 | $7.2M |
| IHT Wealth Management, LLC | 0.15% | Add +8.1% | 481,281 | $7.0M |
| Pathway Financial Advisers, LLC | 1.64% | Add +1.4% | 446,419 | $6.5M |
| Stifel Financial Corp. | 0.01% | Reduce -4.6% | 417,788 | $6.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +16.0% | 375,555 | $5.5M |
| Cohen & Steers, Inc. | 0.01% | Add +14.5% | 355,617 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -8.9% | 341,464 | $5.0M |
| Cypress Capital Management LLC (WY) | 4.13% | Reduce -7.2% | 336,048 | $4.9M |
| Cetera Investment Advisers | 0.00% | Add +1.8% | 312,073 | $4.5M |
| Wolverine Asset Management LLC | 0.23% | Add +52.9% | 301,811 | $4.4M |
| CoreCap Advisors, LLC | 0.13% | Reduce -0.4% | 298,720 | $4.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.2% | 286,000 | $4.2M |
| Private Advisor Group, LLC | 0.02% | Reduce -0.1% | 239,016 | $3.5M |
| C2C Wealth Management, LLC | 2.62% | No change | 230,094 | $3.3M |
| Advisors Asset Management, Inc. | 0.05% | Reduce -8.7% | 219,422 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +1.4% | 215,086 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -47.0% | 202,540 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.2% | 176,713 | $2.6M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -2.6% | 161,418 | $2.3M |
| Guardian Wealth Advisors, LLC / NC | 0.13% | Reduce -2.6% | 159,918 | $2.3M |
| Shaker Financial Services, LLC | 0.72% | Reduce -56.9% | 158,702 | $2.3M |
| Merit Financial Group, LLC | 0.01% | Reduce -0.4% | 144,572 | $2.1M |
| Parsons Capital Management Inc. | 0.09% | Reduce -1.0% | 143,480 | $2.1M |
| Wedbush Securities Inc. | 0.05% | Reduce -0.4% | 126,302 | $1.8M |
| PMG Family Office LLC | 1.57% | Add +2.9% | 117,115 | $1.7M |
| Pointe Capital Management LLC | 0.71% | Reduce -3.3% | 109,577 | $1.6M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.7% | 103,223 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.0% | 100,075 | $1.5M |
| Harbour Investments, Inc. | 0.02% | Add +0.5% | 93,887 | $1.4M |
| S Harris Financial Group, LLC | 0.97% | Add +1.6% | 86,020 | $1.3M |
| Fifth Third Bancorp | 0.00% | Add +6.1% | 83,277 | $1.2M |
| Kingsview Wealth Management, LLC | 0.01% | Add +1.1% | 81,805 | $1.2M |
| Smith, Moore & Co. | 0.08% | Add +2.0% | 79,439 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.8% | 74,401 | $1.1M |
| Ameritas Advisory Services, LLC | 0.02% | Add +55.8% | 62,297 | $906K |
| David J Yvars Group | 0.44% | Add +28.6% | 62,104 | $899K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.6% | 59,223 | $861K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -1.7% | 57,480 | $836K |
| Resources Management Corp. /CT/ | 0.10% | No change | 57,204 | $832K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +0.2% | 56,870 | $827K |
| Truist Financial Corp. | 0.00% | Add +28.5% | 56,609 | $823K |
| NewEdge Advisors, LLC | 0.00% | Reduce -15.0% | 56,470 | $821K |
| Mariner, LLC | 0.00% | Add +19.0% | 54,238 | $789K |
| Virtu Financial LLC | 0.02% | Add +329.9% | 53,219 | $774K |
| &partners | 0.00% | Reduce -1.5% | 52,218 | $759K |
| Corient Private Wealth LP | 0.00% | Reduce -3.8% | 48,776 | $709K |
| NWF Advisory Services Inc. | 0.07% | Add +12.3% | 48,150 | $700K |
| Summit Financial, LLC | 0.01% | Add +1.1% | 46,762 | $680K |
| Creative Planning | 0.00% | Add +3.2% | 46,444 | $675K |
| Morey & Quinn Wealth Partners, LLC | 0.43% | Reduce -9.7% | 45,926 | $668K |
| Wealth Effects LLC | 0.18% | Add +2.0% | 45,709 | $665K |
| Centaurus Financial, Inc. | 0.03% | Reduce -0.0% | 44,937 | $653K |
| Integrated Wealth Concepts LLC | 0.00% | New | 44,818 | $652K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +1.2% | 44,067 | $641K |
| Ignite Planners, LLC | 0.09% | Reduce -2.2% | 43,212 | $628K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.7% | 42,951 | $625K |
| Landscape Capital Management, L.L.C. | 0.04% | New | 42,808 | $622K |
| Summit Investment Advisory Services, LLC | 0.16% | Add +2.0% | 42,544 | $619K |
| International Assets Investment Management, LLC | 0.04% | Add +4.0% | 41,895 | $611K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Add +1.0% | 40,382 | $587K |
| Shikiar Asset Management Inc. | 0.16% | No change | 39,865 | $580K |
| ELCO Management Co., LLC | 0.25% | Reduce -10.1% | 39,887 | $580K |
| Strait & Sound Wealth Management LLC | 0.19% | Reduce -2.3% | 36,763 | $535K |
| Readystate Asset Management LP | 0.03% | Reduce -74.5% | 35,193 | $512K |
| Compound Planning, Inc. | 0.01% | Reduce -3.4% | 34,761 | $505K |
| MML Investors Services, LLC | 0.00% | Add +17.1% | 32,379 | $471K |
| Stratos Wealth Advisors, LLC | 0.03% | No change | 32,269 | $469K |
| Allied Private Wealth LLC | 0.30% | — | 32,166 | $464K |
| D.A. Davidson & Co. | 0.00% | Add +72.0% | 31,661 | $460K |
| EP Wealth Advisors, LLC | 0.00% | New | 31,250 | $454K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.7% | 30,710 | $448K |
| Commerce Bank | 0.00% | No change | 30,743 | $447K |
| XTX Topco Ltd | 0.01% | Add +68.5% | 30,499 | $443K |
| Jane Street Group, LLC | 0.00% | New | 30,461 | $443K |
| Arax Advisory Partners | 0.00% | Add +2896.5% | 29,965 | $436K |
| Citadel Advisors | 0.00% | New | 29,238 | $425K |
| Formidable Asset Management, LLC | 0.07% | Reduce -1.6% | 30,755 | $424K |
| Benjamin Edwards Inc. | 0.00% | Add +1.1% | 28,988 | $421K |
| Greenleaf Trust | 0.00% | No change | 27,458 | $399K |
| Focus Partners Wealth | 0.00% | Reduce -33.7% | 25,316 | $368K |
| Captrust Financial Advisors | 0.00% | Reduce -8.9% | 25,087 | $365K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +0.3% | 24,796 | $361K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.2% | 24,408 | $355K |
| Modern Wealth Management, LLC | 0.00% | New | 23,310 | $339K |
| Envestnet Asset Management Inc. | 0.00% | Add +5.8% | 22,543 | $328K |
| Susquehanna International Group, LLP | 0.00% | Reduce -40.9% | 22,513 | $327K |
"% of holder's portfolio" is XETYX's weight in each manager's 13F, not the share of Eaton Vance Tax-MGD Div Eqty the manager owns.