Eaton Vance Tax-MGD Div EqtyXETYX
13F holders, Q2 2025 (June 30)190holders +3
13new positions
12sold out
$15.47avg. 13F price*
At the end of Q2 2025, 190 institutions reported holding Eaton Vance Tax-MGD Div Eqty (XETYX) in their 13F filings, up 3 from Q1 2025. 13 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($190.1M), Raymond James Financial Inc. ($40.9M) and Wells Fargo & Company ($30.2M).
- Company
- Eaton Vance Tax-MGD Div Eqty
- CUSIP
- 27828N102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $2.8M |
| Exits | 12 | $2.7M |
All 13F filers, Q1 2025 → Q2 2025: 1,245,312 shares bought and 1,180,182 shares sold, net +65,130 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 190 holders
| Morgan Stanley | 0.01% | Reduce -0.8% | 12,285,081 | $190.1M |
| Raymond James Financial Inc. | 0.01% | Add +1.9% | 2,643,146 | $40.9M |
| Wells Fargo & Company | 0.01% | Add +4.0% | 1,954,890 | $30.2M |
| Invesco Ltd. | 0.00% | Reduce -0.6% | 1,513,968 | $23.4M |
| LPL Financial LLC | 0.01% | Add +3.8% | 1,174,809 | $18.2M |
| Principal Securities, Inc. | 0.33% | Add +7.2% | 1,134,479 | $17.6M |
| Guggenheim Capital LLC | 0.13% | Add +7.8% | 1,036,165 | $16.0M |
| RFG Advisory, LLC | 0.34% | Reduce -5.3% | 928,828 | $14.4M |
| Bank of America Corp. | 0.00% | Add +4.4% | 808,900 | $12.5M |
| Royal Bank of Canada | 0.00% | Add +1.9% | 713,247 | $11.0M |
| Matrix Private Capital Group LLC | 5.73% | Reduce -2.7% | 629,694 | $9.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -9.9% | 551,166 | $8.5M |
| Baird Financial Group, Inc. | 0.01% | Add +5.7% | 518,461 | $8.0M |
| UBS Group AG | 0.00% | Reduce -0.5% | 467,163 | $7.2M |
| Stifel Financial Corp. | 0.01% | Add +8.1% | 423,473 | $6.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -52.5% | 410,548 | $6.3M |
| Heron Bay Capital Management | 1.24% | Add +28.4% | 406,483 | $6.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -11.4% | 390,591 | $6.0M |
| Pathway Financial Advisers, LLC | 1.93% | Add +3.5% | 385,599 | $6.0M |
| IHT Wealth Management, LLC | 0.15% | Add +4.2% | 357,335 | $5.5M |
| CoreCap Advisors, LLC | 0.21% | Add +3.5% | 336,018 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.6% | 314,945 | $4.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +2.5% | 301,117 | $4.7M |
| HighTower Advisors, LLC | 0.01% | Add +3.0% | 298,312 | $4.6M |
| Cohen & Steers, Inc. | 0.01% | No change | 295,617 | $4.6M |
| Advisors Asset Management, Inc. | 0.08% | Add +14.6% | 292,815 | $4.5M |
| Cypress Capital Management LLC (WY) | 4.71% | Add +141.3% | 280,492 | $4.3M |
| Cetera Investment Advisers | 0.01% | Add +15.1% | 241,286 | $3.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.6% | 239,474 | $3.7M |
| C2C Wealth Management, LLC | 3.34% | Reduce -2.2% | 238,094 | $3.7M |
| GPS Wealth Strategies Group, LLC | 0.42% | Reduce -0.6% | 233,555 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Add +0.5% | 225,324 | $3.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +6.3% | 196,325 | $3.0M |
| Aptus Capital Advisors, LLC | 0.03% | No change | 166,110 | $2.6M |
| Guardian Wealth Advisors, LLC / NC | 0.18% | No change | 164,610 | $2.5M |
| Parsons Capital Management Inc. | 0.14% | Reduce -5.7% | 150,136 | $2.3M |
| Wedbush Securities Inc. | 0.08% | Reduce -0.1% | 139,198 | $2.2M |
| Pointe Capital Management LLC | 1.10% | Add +0.3% | 137,204 | $2.1M |
| Merit Financial Group, LLC | 0.02% | Add +3.7% | 130,897 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -14.2% | 100,000 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +27.2% | 95,777 | $1.5M |
| Comerica Bank | 0.01% | Reduce -3.5% | 95,647 | $1.5M |
| Compound Planning, Inc. | 0.05% | Add +3.5% | 77,507 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +30.9% | 77,215 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -11.9% | 75,683 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +17.2% | 67,795 | $1.0M |
| Smith, Moore & Co. | 0.09% | Add +15.8% | 67,626 | $1.0M |
| Gladstone Institutional Advisory LLC | 0.04% | Add +0.2% | 56,500 | $874K |
| Atria Wealth Solutions, Inc. | 0.02% | Add +88.8% | 54,625 | $845K |
| Summit Financial, LLC | 0.02% | New | 51,079 | $790K |
| Morey & Quinn Wealth Partners, LLC | 0.61% | Add +15.5% | 49,046 | $759K |
| Summit Investment Advisory Services, LLC | 0.32% | Add +1.6% | 47,594 | $736K |
| NWF Advisory Services Inc. | 0.09% | Reduce -0.4% | 46,801 | $724K |
| ELCO Management Co., LLC | 0.38% | Reduce -2.1% | 46,400 | $718K |
| Creative Planning | 0.00% | Add +41.3% | 46,113 | $713K |
| Ignite Planners, LLC | 0.12% | Reduce -5.5% | 44,598 | $693K |
| Mariner, LLC | 0.00% | Add +20.6% | 44,250 | $685K |
| Wealth Effects LLC | 0.25% | Reduce -11.6% | 43,812 | $678K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 43,446 | $672K |
| Truist Financial Corp. | 0.00% | Add +5.9% | 43,201 | $668K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.5% | 42,163 | $660K |
| Flputnam Investment Management Co. | 0.01% | Reduce -0.6% | 42,458 | $657K |
| Centaurus Financial, Inc. | 0.04% | Reduce -11.8% | 42,136 | $652K |
| International Assets Investment Management, LLC | 0.05% | Add +4.5% | 41,415 | $641K |
| David J Yvars Group | 0.37% | Add +1.2% | 40,622 | $628K |
| &partners | 0.00% | Add +177.2% | 40,250 | $623K |
| NFSG Corp | 0.10% | New | 39,668 | $614K |
| Greenleaf Trust | 0.01% | Reduce -5.0% | 39,274 | $608K |
| Strait & Sound Wealth Management LLC | 0.25% | Add +0.3% | 38,250 | $592K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -27.7% | 37,265 | $576K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +8.3% | 35,085 | $543K |
| Stratos Wealth Advisors, LLC | 0.03% | No change | 34,269 | $530K |
| Flaharty Asset Management, LLC | 0.07% | Add +4.2% | 34,107 | $528K |
| Formidable Asset Management, LLC | 0.09% | No change | 35,852 | $511K |
| Commerce Bank | 0.00% | No change | 30,743 | $476K |
| Corient Private Wealth LP | 0.00% | Reduce -7.0% | 30,474 | $471K |
| EP Wealth Advisors, LLC | 0.00% | New | 29,485 | $456K |
| Cerity Partners LLC | 0.00% | Add +38.1% | 28,792 | $445K |
| MML Investors Services, LLC | 0.00% | Add +10.1% | 28,508 | $441K |
| Choreo, LLC | 0.01% | No change | 27,393 | $424K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -0.3% | 27,122 | $420K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.4% | 24,861 | $385K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -6.1% | 24,653 | $381K |
| Nicolet Advisory Services, LLC | 0.03% | No change | 23,634 | $366K |
| Fiduciary Alliance LLC | 0.03% | New | 22,450 | $347K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.6% | 22,374 | $346K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 21,918 | $339K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 21,771 | $337K |
| Harbour Investments, Inc. | 0.01% | Add +13.4% | 21,633 | $335K |
| Burford Brothers, Inc. | 0.15% | No change | 21,400 | $331K |
| Seek First Inc. | 0.26% | Add +26.9% | 20,998 | $325K |
| Mendel Capital Management LLC | 0.18% | Reduce -16.4% | 20,188 | $312K |
| Oppenheimer & Co. Inc. | 0.00% | Add +0.1% | 19,877 | $307K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +74.4% | 19,674 | $304K |
| Envestnet Asset Management Inc. | 0.00% | Add +4.5% | 19,572 | $303K |
| Onyx Bridge Wealth Group LLC | 0.04% | Add +2.0% | 19,449 | $301K |
| Confluence Wealth Services, Inc. | 0.02% | Add +1.7% | 19,312 | $299K |
| Wealth Alliance, LLC | 0.03% | Add +4.7% | 19,224 | $297K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -57.1% | 19,105 | $296K |
| L.M. Kohn & Company | 0.08% | Add +33.1% | 18,964 | $293K |
"% 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.