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 |
| Jefferies Financial Group Inc. | 0.01% | Add +31.5% | 18,836 | $291K |
| Monograph Wealth Advisors, LLC | 0.03% | Add +0.0% | 18,288 | $283K |
| D.A. Davidson & Co. | 0.00% | Add +2.9% | 18,011 | $279K |
| Syverson Strege & Co | 0.06% | No change | 17,665 | $273K |
| Compass Planning Associates Inc | 0.25% | No change | 17,450 | $270K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.0% | 17,001 | $263K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.2% | 16,791 | $260K |
| Capital Wealth Alliance, LLC | 0.14% | No change | 16,470 | $255K |
| NorthCoast Asset Management LLC | 0.00% | Add +56.4% | 16,282 | $252K |
| Clearstead Advisors, LLC | 0.00% | Add +23.3% | 15,525 | $240K |
| Blue Chip Partners, LLC | 0.02% | No change | 15,447 | $239K |
| Strategic Financial Concepts, LLC | 0.03% | Reduce -0.4% | 15,415 | $238K |
| Quantum Private Wealth, LLC | 0.08% | Reduce -25.0% | 15,000 | $232K |
| Mission Wealth Management, LP | 0.00% | Reduce -12.1% | 14,499 | $224K |
| Garden State Investment Advisory Services LLC | 0.06% | Add +0.4% | 14,407 | $223K |
| Captrust Financial Advisors | 0.00% | Reduce -16.5% | 14,213 | $220K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -84.3% | 14,169 | $219K |
| Geneos Wealth Management Inc. | 0.01% | Add +125.5% | 13,910 | $215K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +7.2% | 13,728 | $212K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 13,486 | $211K |
| Brown Advisory Inc. | 0.00% | Reduce -6.3% | 13,063 | $202K |
| Equitable Holdings, Inc. | 0.00% | Add +4.0% | 13,050 | $202K |
| CVFG LLC | 0.16% | Add +15.1% | 12,944 | $200K |
| Vista Investment Partners Ii, LLC | 0.09% | Add +12.1% | 12,414 | $192K |
| Dudley Capital Management, LLC | 0.09% | Add +0.8% | 11,986 | $185K |
| Oliver Lagore Vanvalin Investment Group | 0.07% | — | 12,755 | $182K |
| Focused Wealth Management, Inc | 0.02% | Reduce -13.6% | 11,454 | $177K |
| Neuberger Berman Group LLC | 0.00% | No change | 11,312 | $175K |
| Mutual Advisors, LLC | 0.00% | Add +1.9% | 11,122 | $175K |
| Kapstone Financial Advisors LLC | 0.09% | Add +2.7% | 11,266 | $174K |
| Ascentis Independent Advisors | 0.03% | No change | 11,003 | $170K |
| Stephens Inc. | 0.00% | Add +0.4% | 10,734 | $166K |
| Transcend Capital Advisors, LLC | 0.01% | New | 10,428 | $161K |
| Uncommon Cents Investing LLC | 0.04% | No change | 10,384 | $161K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -62.1% | 10,337 | $160K |
| Sonora Investment Management Group, LLC | 0.01% | No change | 10,312 | $160K |
| Retirement Planning Group, LLC | 0.01% | No change | 10,139 | $157K |
| Inscription Capital, LLC | 0.02% | Reduce -13.4% | 10,132 | $157K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 10,000 | $155K |
| Global Retirement Partners, LLC | 0.00% | — | 9,282 | $144K |
| US Bancorp \de | 0.00% | Reduce -0.8% | 8,863 | $137K |
| Allworth Financial LP | 0.00% | No change | 7,967 | $123K |
| BlackRock, Inc. | 0.00% | No change | 7,377 | $114K |
| MAI Capital Management | 0.00% | Add +1.3% | 6,991 | $108K |
| Millstone Evans Group, LLC | 0.07% | No change | 6,322 | $98K |
| Redmont Wealth Advisors LLC | 0.12% | No change | 5,138 | $79K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.0% | 5,096 | $79K |
| Parallel Advisors, LLC | 0.00% | Reduce -60.7% | 5,000 | $77K |
| Princeton Global Asset Management LLC | 0.01% | No change | 4,983 | $77K |
| Webster Bank, N. A. | 0.01% | No change | 4,825 | $75K |
| CNB Bank | 0.03% | No change | 4,590 | $71K |
| Private Trust Co. NA | 0.01% | No change | 4,035 | $62K |
| Exchange Traded Concepts, LLC | 0.00% | New | 3,809 | $59K |
| Chilton Capital Management LLC | 0.00% | No change | 3,700 | $57K |
| HHM Wealth Advisors, LLC | 0.01% | Add +2.0% | 3,587 | $55K |
| Activest Wealth Management | 0.01% | Reduce -41.1% | 3,325 | $51K |
| Assetmark, Inc. | 0.00% | Add +68.3% | 3,325 | $51K |
| Barrett & Company, Inc. | 0.02% | No change | 3,250 | $50K |
| Bogart Wealth, LLC | 0.00% | No change | 3,231 | $50K |
| Mascoma Wealth Management LLC | 0.01% | No change | 3,190 | $49K |
| Twin Lakes Capital Management, LLC | 0.03% | Add +2.0% | 3,181 | $49K |
| JPMorgan Chase & Co. | 0.00% | Reduce -28.1% | 2,987 | $46K |
| Sound Income Strategies, LLC | 0.00% | No change | 2,667 | $41K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 2,437 | $38K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,412 | $37K |
| Eastern Bank | 0.00% | No change | 2,344 | $36K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 2,333 | $36K |
| Hughes Financial Services, LLC | 0.01% | No change | 2,121 | $34K |
| MCF Advisors LLC | 0.00% | No change | 1,744 | $27K |
| Key Financial Inc | 0.01% | No change | 1,599 | $25K |
| TD Capital Management LLC | 0.00% | No change | 1,302 | $20K |
| Elequin Capital, LP | 0.01% | Reduce -85.1% | 1,155 | $18K |
| Cwm, LLC | 0.00% | Reduce -84.4% | 1,084 | $17K |
| IFP Advisors, Inc | 0.00% | Reduce -34.9% | 1,041 | $16K |
| Financial Management Professionals, Inc. | 0.00% | No change | 1,000 | $15K |
| Spire Wealth Management | 0.00% | No change | 1,000 | $15K |
| Salomon & Ludwin, LLC | 0.00% | No change | 992 | $15K |
| Gen-Wealth Partners Inc | 0.01% | No change | 850 | $13K |
| Blue Trust, Inc. | 0.00% | New | 800 | $12K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 768 | $12K |
| Pinnacle Financial Partners Inc | 0.00% | Reduce -93.1% | 629 | $10K |
| CoreFirst Bank & Trust | 0.01% | New | 625 | $10K |
| AdvisorNet Financial, Inc | 0.00% | New | 618 | $10K |
| Dunhill Financial, LLC | 0.00% | New | 533 | $8K |
| WealthTrak Capital Management LLC | 0.01% | No change | 494 | $8K |
| Byrne Asset Management LLC | 0.00% | No change | 400 | $6K |
| Smartleaf Asset Management LLC | 0.00% | No change | 234 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 95 | $1K |
| SJS Investment Consulting Inc. | 0.00% | New | 65 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -50.0% | 4 | $62 |
"% 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.