Eaton Vance Tax-MGD Div EqtyXETYX
13F holders, Q3 2025 (September 30)195holders +5
16new positions
9sold out
$15.91avg. 13F price*
At the end of Q3 2025, 195 institutions reported holding Eaton Vance Tax-MGD Div Eqty (XETYX) in their 13F filings, up 5 from Q2 2025. 16 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($205.7M), Raymond James Financial Inc. ($43.0M) and Wells Fargo & Company ($31.6M).
- Company
- Eaton Vance Tax-MGD Div Eqty
- CUSIP
- 27828N102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $5.2M |
| Exits | 9 | $1.6M |
All 13F filers, Q2 2025 → Q3 2025: 1,588,291 shares bought and 711,977 shares sold, net +876,314 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 195 holders
| Morgan Stanley | 0.01% | Add +5.3% | 12,939,713 | $205.7M |
| Raymond James Financial Inc. | 0.01% | Add +2.4% | 2,706,796 | $43.0M |
| Wells Fargo & Company | 0.01% | Add +1.5% | 1,984,526 | $31.6M |
| Invesco Ltd. | 0.00% | Reduce -0.1% | 1,513,246 | $24.1M |
| LPL Financial LLC | 0.01% | Add +1.1% | 1,188,282 | $18.9M |
| Principal Securities, Inc. | 0.30% | Add +1.5% | 1,151,738 | $18.3M |
| Guggenheim Capital LLC | 0.11% | Reduce -6.2% | 972,238 | $15.5M |
| Bank of America Corp. | 0.00% | Reduce -0.2% | 807,015 | $12.8M |
| Royal Bank of Canada | 0.00% | Reduce -5.5% | 674,301 | $10.7M |
| Matrix Private Capital Group LLC | 5.64% | Add +6.3% | 669,525 | $10.6M |
| RFG Advisory, LLC | 0.20% | Reduce -33.8% | 615,175 | $9.8M |
| Osaic Holdings, Inc. | 0.01% | Add +0.2% | 552,410 | $8.8M |
| Baird Financial Group, Inc. | 0.01% | Add +4.8% | 543,510 | $8.6M |
| UBS Group AG | 0.00% | Add +14.1% | 532,822 | $8.5M |
| Ameriprise Financial Inc. | 0.00% | Add +3.4% | 424,443 | $7.2M |
| Stifel Financial Corp. | 0.01% | Reduce -2.1% | 414,404 | $6.6M |
| Pathway Financial Advisers, LLC | 1.90% | Add +5.8% | 408,163 | $6.5M |
| Heron Bay Capital Management | 1.20% | Reduce -0.5% | 404,350 | $6.4M |
| IHT Wealth Management, LLC | 0.16% | Add +12.8% | 403,270 | $6.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.1% | 386,084 | $6.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +12.2% | 353,253 | $5.6M |
| Advisors Asset Management, Inc. | 0.09% | Add +9.1% | 319,468 | $5.1M |
| CoreCap Advisors, LLC | 0.18% | Reduce -6.2% | 315,203 | $5.0M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.7% | 299,014 | $4.8M |
| Cohen & Steers, Inc. | 0.01% | No change | 295,617 | $4.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.9% | 289,824 | $4.6M |
| Cypress Capital Management LLC (WY) | 4.49% | Add +0.0% | 280,562 | $4.5M |
| Cetera Investment Advisers | 0.00% | Add +8.1% | 260,731 | $4.1M |
| C2C Wealth Management, LLC | 3.19% | Reduce -1.9% | 233,594 | $3.7M |
| Private Advisor Group, LLC | 0.02% | Add +2.9% | 231,759 | $3.7M |
| GPS Wealth Strategies Group, LLC | 0.39% | Reduce -1.1% | 230,916 | $3.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +2.8% | 201,757 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -19.9% | 191,855 | $3.1M |
| Aptus Capital Advisors, LLC | 0.02% | No change | 166,110 | $2.6M |
| Guardian Wealth Advisors, LLC / NC | 0.17% | No change | 164,610 | $2.6M |
| Parsons Capital Management Inc. | 0.13% | Reduce -1.2% | 148,326 | $2.4M |
| World Investment Advisors | 0.05% | New | 140,794 | $2.2M |
| Wedbush Securities Inc. | 0.07% | Add +0.1% | 139,277 | $2.2M |
| Pointe Capital Management LLC | 1.06% | Reduce -0.7% | 136,182 | $2.2M |
| Merit Financial Group, LLC | 0.02% | Reduce -0.2% | 130,634 | $2.1M |
| PMG Family Office LLC | 1.87% | — | 105,103 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.3% | 100,319 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +287.7% | 96,389 | $1.5M |
| Compound Planning, Inc. | 0.04% | Add +3.9% | 80,516 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -20.2% | 76,398 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.8% | 76,311 | $1.2M |
| Comerica Bank | 0.00% | Reduce -20.9% | 75,647 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -2.1% | 75,595 | $1.2M |
| Smith, Moore & Co. | 0.09% | Add +4.4% | 70,629 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Add +0.3% | 67,979 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.03% | Add +0.1% | 56,586 | $900K |
| Summit Financial, LLC | 0.01% | Add +5.8% | 54,056 | $859K |
| Ameritas Advisory Services, LLC | 0.05% | Add +41.0% | 52,553 | $836K |
| Summit Investment Advisory Services, LLC | 0.31% | Add +1.5% | 48,322 | $768K |
| Morey & Quinn Wealth Partners, LLC | 0.56% | Reduce -1.8% | 48,168 | $766K |
| NWF Advisory Services Inc. | 0.08% | Add +2.1% | 47,766 | $759K |
| Truist Financial Corp. | 0.00% | Add +7.9% | 46,618 | $741K |
| Wealth Effects LLC | 0.24% | Add +5.2% | 46,080 | $733K |
| ELCO Management Co., LLC | 0.38% | Reduce -1.5% | 45,687 | $726K |
| Ignite Planners, LLC | 0.12% | Add +0.8% | 44,956 | $715K |
| Mariner, LLC | 0.00% | Add +1.1% | 44,737 | $711K |
| Creative Planning | 0.00% | Reduce -4.2% | 44,171 | $702K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 43,446 | $691K |
| Centaurus Financial, Inc. | 0.03% | Add +1.6% | 42,805 | $681K |
| NFSG Corp | 0.10% | Add +4.2% | 41,327 | $657K |
| Jefferies Financial Group Inc. | 0.01% | Add +118.9% | 41,240 | $656K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.9% | 41,362 | $651K |
| International Assets Investment Management, LLC | 0.05% | No change | 41,415 | $645K |
| David J Yvars Group | 0.34% | Reduce -1.5% | 40,022 | $636K |
| Shikiar Asset Management Inc. | 0.18% | New | 39,865 | $634K |
| &partners | 0.00% | Reduce -5.0% | 38,232 | $608K |
| LaSalle St. Investment Advisors, LLC | 0.11% | New | 38,161 | $606K |
| Strait & Sound Wealth Management LLC | 0.23% | Reduce -2.5% | 37,314 | $593K |
| Brand Asset Management Group, Inc. | 0.16% | New | 36,659 | $583K |
| Greenleaf Trust | 0.01% | Reduce -7.3% | 36,392 | $579K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -0.8% | 34,823 | $554K |
| Stratos Wealth Advisors, LLC | 0.03% | No change | 34,269 | $545K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +51.5% | 33,200 | $528K |
| Flaharty Asset Management, LLC | 0.07% | Reduce -5.0% | 32,399 | $515K |
| Commerce Bank | 0.00% | No change | 30,743 | $489K |
| Formidable Asset Management, LLC | 0.08% | Reduce -12.8% | 31,252 | $483K |
| Corient Private Wealth LP | 0.00% | Reduce -3.8% | 29,324 | $466K |
| MML Investors Services, LLC | 0.00% | Add +2.3% | 29,167 | $464K |
| Cerity Partners LLC | 0.00% | Add +0.6% | 28,953 | $460K |
| Choreo, LLC | 0.01% | No change | 27,393 | $436K |
| Arete Wealth Advisors, LLC | 0.03% | Add +0.3% | 27,194 | $432K |
| Captrust Financial Advisors | 0.00% | Add +75.5% | 24,940 | $397K |
| Fiduciary Alliance LLC | 0.02% | Add +3.3% | 23,200 | $369K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -2.7% | 22,997 | $362K |
| Benjamin Edwards Inc. | 0.00% | New | 22,730 | $361K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +15.3% | 22,687 | $361K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 22,374 | $356K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +0.3% | 21,832 | $347K |
| Harbour Investments, Inc. | 0.01% | Add +0.3% | 21,692 | $345K |
| Burford Brothers, Inc. | 0.15% | No change | 21,400 | $340K |
| Seek First Inc. | 0.24% | Add +1.9% | 21,395 | $340K |
| Onyx Bridge Wealth Group LLC | 0.04% | Add +6.5% | 20,717 | $329K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -16.3% | 20,630 | $328K |
| Wealth Alliance, LLC | 0.03% | Add +5.8% | 20,330 | $323K |
| Mendel Capital Management LLC | 0.17% | No change | 20,188 | $321K |
| Confluence Wealth Services, Inc. | 0.02% | Add +0.2% | 19,346 | $308K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.2% | 19,137 | $304K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -2.6% | 18,605 | $296K |
| Monograph Wealth Advisors, LLC | 0.03% | Add +0.0% | 18,292 | $291K |
| D.A. Davidson & Co. | 0.00% | No change | 18,011 | $286K |
| Syverson Strege & Co | 0.07% | No change | 17,665 | $281K |
| NorthCoast Asset Management LLC | 0.00% | Add +8.3% | 17,630 | $280K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +27.9% | 17,552 | $279K |
| Compass Planning Associates Inc | 0.25% | No change | 17,450 | $277K |
| Capital Wealth Alliance, LLC | 0.13% | No change | 16,470 | $262K |
| Geneos Wealth Management Inc. | 0.01% | Add +11.6% | 15,529 | $247K |
| Clearstead Advisors, LLC | 0.00% | No change | 15,525 | $247K |
| Blue Chip Partners, LLC | 0.02% | No change | 15,447 | $246K |
| Strategic Financial Concepts, LLC | 0.04% | Reduce -0.5% | 15,335 | $244K |
| Quantum Private Wealth, LLC | 0.07% | No change | 15,000 | $239K |
| Mission Wealth Management, LP | 0.00% | No change | 14,499 | $231K |
| Garden State Investment Advisory Services LLC | 0.06% | Add +0.4% | 14,468 | $230K |
| CreativeOne Wealth, LLC | 0.01% | No change | 14,169 | $225K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 13,486 | $213K |
| Brown Advisory Inc. | 0.00% | Add +0.2% | 13,084 | $208K |
| Equitable Holdings, Inc. | 0.00% | Add +0.1% | 13,057 | $208K |
| Vista Investment Partners Ii, LLC | 0.09% | No change | 12,414 | $197K |
| Dudley Capital Management, LLC | 0.09% | Add +0.7% | 12,071 | $192K |
| Retirement Planning Group, LLC | 0.01% | Add +16.8% | 11,839 | $188K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -41.1% | 11,700 | $186K |
| Kapstone Financial Advisors LLC | 0.08% | No change | 11,266 | $179K |
| CVFG LLC | 0.13% | Reduce -13.3% | 11,219 | $178K |
| Ascentis Independent Advisors | 0.03% | No change | 11,003 | $175K |
| Mutual Advisors, LLC | 0.00% | Reduce -1.0% | 11,014 | $172K |
| Stephens Inc. | 0.00% | Add +0.3% | 10,772 | $171K |
| Focused Wealth Management, Inc | 0.02% | Reduce -6.8% | 10,678 | $170K |
| Transcend Capital Advisors, LLC | 0.01% | No change | 10,428 | $166K |
| Uncommon Cents Investing LLC | 0.04% | No change | 10,384 | $165K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.3% | 10,373 | $165K |
| Sonora Investment Management Group, LLC | 0.01% | No change | 10,312 | $164K |
| Krilogy Financial LLC | 0.01% | New | 10,364 | $163K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 10,000 | $159K |
| WealthCare Investment Partners, LLC | 0.05% | New | 10,000 | $159K |
| Global Retirement Partners, LLC | 0.00% | Add +0.8% | 9,357 | $149K |
| US Bancorp \de | 0.00% | No change | 8,863 | $141K |
| Allworth Financial LP | 0.00% | No change | 7,967 | $127K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 7,392 | $118K |
| MAI Capital Management | 0.00% | Add +1.2% | 7,074 | $112K |
| KERR FINANCIAL PLANNING Corp | 0.14% | — | 6,705 | $103K |
| Millstone Evans Group, LLC | 0.06% | No change | 6,322 | $101K |
| City Holding Co. | 0.01% | New | 6,000 | $95K |
| Advisory Services Network, LLC | 0.00% | New | 5,212 | $83K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.7% | 5,184 | $82K |
| Redmont Wealth Advisors LLC | 0.11% | No change | 5,138 | $82K |
| Atlantic Union Bankshares Corp | 0.00% | New | 5,101 | $81K |
| Parallel Advisors, LLC | 0.00% | No change | 5,000 | $80K |
| Princeton Global Asset Management LLC | 0.01% | No change | 4,983 | $79K |
| Webster Bank, N. A. | 0.01% | No change | 4,825 | $77K |
| CNB Bank | 0.03% | No change | 4,590 | $73K |
| Fifth Third Bancorp | 0.00% | New | 4,167 | $66K |
| Private Trust Co. NA | 0.01% | No change | 4,035 | $64K |
| JPMorgan Chase & Co. | 0.00% | Add +32.2% | 3,949 | $63K |
| Chilton Capital Management LLC | 0.00% | No change | 3,700 | $59K |
| BlackRock, Inc. | 0.00% | Reduce -50.0% | 3,688 | $59K |
| HHM Wealth Advisors, LLC | 0.01% | Add +1.9% | 3,654 | $58K |
| Activest Wealth Management | 0.01% | No change | 3,325 | $53K |
| Assetmark, Inc. | 0.00% | No change | 3,325 | $53K |
| Barrett & Company, Inc. | 0.02% | No change | 3,250 | $52K |
| Twin Lakes Capital Management, LLC | 0.02% | Add +1.9% | 3,242 | $52K |
| Bogart Wealth, LLC | 0.00% | No change | 3,231 | $51K |
| Mascoma Wealth Management LLC | 0.01% | No change | 3,190 | $51K |
| Sound Income Strategies, LLC | 0.00% | No change | 2,667 | $42K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 2,437 | $39K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,412 | $38K |
| Eastern Bank | 0.00% | No change | 2,344 | $37K |
| Hughes Financial Services, LLC | 0.01% | No change | 2,121 | $33K |
| MCF Advisors LLC | 0.00% | No change | 1,744 | $28K |
| Key Financial Inc | 0.00% | No change | 1,599 | $25K |
| TD Capital Management LLC | 0.00% | No change | 1,302 | $21K |
| Turim 21 Investimentos Ltda. | 0.01% | New | 1,278 | $20K |
| Cwm, LLC | 0.00% | No change | 1,084 | $17K |
| Financial Management Professionals, Inc. | 0.00% | No change | 1,000 | $16K |
| Spire Wealth Management | 0.00% | No change | 1,000 | $16K |
| IFP Advisors, Inc | 0.00% | Reduce -3.9% | 1,000 | $16K |
| Blue Trust, Inc. | 0.00% | Add +25.0% | 1,000 | $16K |
| Salomon & Ludwin, LLC | 0.00% | No change | 992 | $16K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 896 | $14K |
| Gen-Wealth Partners Inc | 0.00% | No change | 850 | $14K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 768 | $12K |
| CoreFirst Bank & Trust | 0.01% | No change | 625 | $10K |
| AdvisorNet Financial, Inc | 0.00% | No change | 618 | $10K |
| Dunhill Financial, LLC | 0.00% | No change | 533 | $8K |
| J.Safra Asset Management Corp | 0.00% | New | 500 | $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 | $2K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -97.5% | 94 | $1K |
| Jones Financial Companies LLLP | 0.00% | New | 76 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +3.1% | 67 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -75.0% | 1 | $16 |
"% 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.