Eaton Vance Tax-MGD Div EqtyXETYX
13F holders, Q4 2025 (December 31)206holders +11
19new positions
12sold out
$15.34avg. 13F price*
At the end of Q4 2025, 206 institutions reported holding Eaton Vance Tax-MGD Div Eqty (XETYX) in their 13F filings, up 11 from Q3 2025. 19 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($199.2M), Raymond James Financial Inc. ($38.1M) and Wells Fargo & Company ($31.3M).
- Company
- Eaton Vance Tax-MGD Div Eqty
- CUSIP
- 27828N102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $9.6M |
| Exits | 12 | $1.9M |
All 13F filers, Q3 2025 → Q4 2025: 1,033,378 shares bought and 1,104,677 shares sold, net −71,299 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 206 holders
| Morgan Stanley | 0.01% | Add +0.4% | 12,987,864 | $199.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -8.2% | 2,484,570 | $38.1M |
| Wells Fargo & Company | 0.01% | Add +2.7% | 2,038,748 | $31.3M |
| Invesco Ltd. | 0.00% | Reduce -6.2% | 1,419,331 | $21.8M |
| LPL Financial LLC | 0.01% | Add +4.2% | 1,237,972 | $19.0M |
| Principal Securities, Inc. | 0.27% | Reduce -1.6% | 1,133,857 | $17.4M |
| Guggenheim Capital LLC | 0.10% | Reduce -6.9% | 904,910 | $13.9M |
| Bank of America Corp. | 0.00% | Add +4.7% | 844,560 | $13.0M |
| Matrix Private Capital Group LLC | 5.39% | Add +3.4% | 692,277 | $10.6M |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 672,325 | $10.3M |
| RFG Advisory, LLC | 0.18% | Reduce -0.3% | 613,386 | $9.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.7% | 548,648 | $8.4M |
| UBS Group AG | 0.00% | Add +1.3% | 539,870 | $8.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -5.1% | 515,970 | $7.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.3% | 423,056 | $6.5M |
| Pathway Financial Advisers, LLC | 1.85% | Add +2.0% | 416,174 | $6.4M |
| IHT Wealth Management, LLC | 0.15% | Add +2.9% | 415,022 | $6.4M |
| Stifel Financial Corp. | 0.01% | Reduce -0.2% | 413,657 | $6.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -2.3% | 377,219 | $5.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.7% | 362,803 | $5.6M |
| Advisors Asset Management, Inc. | 0.08% | Reduce -3.5% | 308,126 | $4.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.2% | 302,634 | $4.6M |
| Cohen & Steers, Inc. | 0.01% | No change | 295,617 | $4.5M |
| CoreCap Advisors, LLC | 0.16% | Reduce -6.7% | 294,230 | $4.5M |
| Cypress Capital Management LLC (WY) | 4.27% | Add +2.4% | 287,207 | $4.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.6% | 285,317 | $4.4M |
| Cetera Investment Advisers | 0.00% | Reduce -0.8% | 258,529 | $4.0M |
| Private Advisor Group, LLC | 0.02% | Add +1.7% | 235,785 | $3.6M |
| C2C Wealth Management, LLC | 3.02% | No change | 233,594 | $3.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +5.8% | 213,390 | $3.3M |
| Shaker Financial Services, LLC | 1.02% | New | 209,180 | $3.2M |
| Heron Bay Capital Management | 0.52% | Reduce -55.6% | 179,361 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.1% | 178,265 | $2.7M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -0.2% | 165,727 | $2.5M |
| Guardian Wealth Advisors, LLC / NC | 0.16% | Reduce -0.2% | 164,227 | $2.5M |
| World Investment Advisors | 0.04% | Add +10.9% | 156,167 | $2.4M |
| Merit Financial Group, LLC | 0.02% | Add +13.3% | 147,971 | $2.3M |
| Parsons Capital Management Inc. | 0.12% | Reduce -1.5% | 146,124 | $2.2M |
| Wedbush Securities Inc. | 0.06% | Reduce -0.4% | 138,690 | $2.1M |
| Pointe Capital Management LLC | 0.88% | Reduce -15.3% | 115,322 | $1.8M |
| GPS Wealth Strategies Group, LLC | 1.49% | Reduce -50.8% | 113,690 | $1.7M |
| PMG Family Office LLC | 1.87% | Add +0.4% | 105,553 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.9% | 101,200 | $1.6M |
| S Harris Financial Group, LLC | 1.22% | — | 83,315 | $1.3M |
| Compound Planning, Inc. | 0.04% | Add +2.9% | 82,853 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Add +5.7% | 79,915 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 76,106 | $1.2M |
| Smith, Moore & Co. | 0.09% | Add +6.4% | 75,172 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -5.3% | 72,251 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -5.7% | 72,043 | $1.1M |
| Comerica Bank | 0.00% | Reduce -5.7% | 71,339 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -29.5% | 67,920 | $1.0M |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.9% | 65,990 | $1.0M |
| Resources Management Corp. /CT/ | 0.11% | New | 57,204 | $878K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +0.2% | 56,674 | $869K |
| Mariner, LLC | 0.00% | Add +21.9% | 54,550 | $837K |
| Wolverine Asset Management LLC | 0.05% | New | 54,498 | $836K |
| Morey & Quinn Wealth Partners, LLC | 0.56% | Add +6.2% | 51,148 | $785K |
| &partners | 0.00% | Add +33.3% | 50,956 | $782K |
| Readystate Asset Management LP | 0.06% | New | 50,216 | $770K |
| Summit Investment Advisory Services, LLC | 0.28% | Add +1.6% | 49,073 | $753K |
| NWF Advisory Services Inc. | 0.08% | Reduce -0.2% | 47,669 | $731K |
| Summit Financial, LLC | 0.01% | Reduce -14.0% | 46,483 | $713K |
| ELCO Management Co., LLC | 0.44% | Reduce -0.7% | 45,387 | $696K |
| Wealth Effects LLC | 0.22% | Reduce -1.6% | 45,367 | $696K |
| Ignite Planners, LLC | 0.11% | Add +1.1% | 45,452 | $695K |
| Centaurus Financial, Inc. | 0.03% | Add +4.1% | 44,560 | $684K |
| Truist Financial Corp. | 0.00% | Reduce -4.6% | 44,474 | $682K |
| Creative Planning | 0.00% | Add +0.5% | 44,393 | $681K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.5% | 43,647 | $671K |
| David J Yvars Group | 0.36% | Add +8.6% | 43,465 | $669K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 43,446 | $666K |
| Jefferies Financial Group Inc. | 0.01% | No change | 41,240 | $633K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -23.5% | 40,184 | $616K |
| LaSalle St. Investment Advisors, LLC | 0.10% | Add +4.8% | 39,972 | $613K |
| Shikiar Asset Management Inc. | 0.17% | No change | 39,865 | $612K |
| International Assets Investment Management, LLC | 0.04% | Reduce -4.3% | 39,615 | $608K |
| Focus Partners Wealth | 0.00% | New | 38,801 | $595K |
| Strait & Sound Wealth Management LLC | 0.21% | Add +0.7% | 37,565 | $576K |
| Brand Asset Management Group, Inc. | 0.16% | No change | 36,659 | $562K |
| Greenleaf Trust | 0.01% | No change | 36,392 | $558K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 33,200 | $509K |
| Corient Private Wealth LP | 0.00% | Add +12.4% | 32,974 | $506K |
| Susquehanna International Group, LLP | 0.00% | New | 32,632 | $501K |
| Flaharty Asset Management, LLC | 0.06% | Add +0.2% | 32,474 | $498K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +48.7% | 32,471 | $498K |
| Formidable Asset Management, LLC | 0.07% | No change | 31,252 | $497K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -5.8% | 32,269 | $495K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +42.0% | 31,766 | $487K |
| Commerce Bank | 0.00% | No change | 30,743 | $472K |
| MML Investors Services, LLC | 0.00% | Add +2.4% | 29,856 | $458K |
| Benjamin Edwards Inc. | 0.00% | Add +24.7% | 28,353 | $435K |
| M Holdings Securities, Inc. | 0.03% | New | 27,903 | $428K |
| Choreo, LLC | 0.01% | No change | 27,393 | $427K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -0.2% | 27,140 | $416K |
| Captrust Financial Advisors | 0.00% | Add +0.3% | 25,018 | $384K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -29.8% | 24,462 | $375K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +28.4% | 23,895 | $367K |
| Harbour Investments, Inc. | 0.01% | Add +7.8% | 23,388 | $359K |
| Fiduciary Alliance LLC | 0.02% | Reduce -1.3% | 22,900 | $351K |
"% 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.