Eaton Vance Tax-MGD Div EqtyXETYX
13F holders, Q1 2026 (March 31)207holders +1
21new positions
16sold out
$13.79avg. 13F price*
At the end of Q1 2026, 207 institutions reported holding Eaton Vance Tax-MGD Div Eqty (XETYX) in their 13F filings, up 1 from Q4 2025. 21 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($179.9M), Raymond James Financial Inc. ($34.5M) and Wells Fargo & Company ($29.8M).
- Company
- Eaton Vance Tax-MGD Div Eqty
- CUSIP
- 27828N102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $3.4M |
| Exits | 16 | $3.3M |
All 13F filers, Q4 2025 → Q1 2026: 1,808,365 shares bought and 739,060 shares sold, net +1,069,305 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 207 holders
| Morgan Stanley | 0.01% | Add +0.4% | 13,043,773 | $179.9M |
| Raymond James Financial Inc. | 0.01% | Add +0.7% | 2,500,782 | $34.5M |
| Wells Fargo & Company | 0.01% | Add +6.2% | 2,164,535 | $29.8M |
| Invesco Ltd. | 0.00% | Add +12.2% | 1,592,347 | $22.0M |
| LPL Financial LLC | 0.00% | Add +3.9% | 1,286,095 | $17.7M |
| Principal Securities, Inc. | 0.23% | Reduce -1.2% | 1,120,472 | $15.5M |
| Guggenheim Capital LLC | 0.09% | Reduce -5.7% | 853,436 | $11.8M |
| Bank of America Corp. | 0.00% | Reduce -3.1% | 817,971 | $11.3M |
| Matrix Private Capital Group LLC | 5.36% | Add +16.4% | 805,721 | $11.1M |
| Royal Bank of Canada | 0.00% | Reduce -5.2% | 637,446 | $8.8M |
| RFG Advisory, LLC | 0.16% | Add +2.1% | 626,075 | $8.6M |
| Osaic Holdings, Inc. | 0.01% | Add +9.5% | 600,715 | $8.3M |
| Baird Financial Group, Inc. | 0.01% | Add +4.2% | 537,761 | $7.4M |
| UBS Group AG | 0.00% | Reduce -3.5% | 521,091 | $7.2M |
| IHT Wealth Management, LLC | 0.14% | Add +7.3% | 445,405 | $6.1M |
| Pathway Financial Advisers, LLC | 1.72% | Add +5.8% | 440,229 | $6.1M |
| Stifel Financial Corp. | 0.01% | Add +5.9% | 438,048 | $6.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.8% | 415,438 | $5.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.4% | 382,253 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.7% | 374,641 | $5.2M |
| Shaker Financial Services, LLC | 1.77% | Add +76.2% | 368,539 | $5.1M |
| Cypress Capital Management LLC (WY) | 4.75% | Add +26.1% | 362,177 | $5.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +6.9% | 323,630 | $4.5M |
| Cohen & Steers, Inc. | 0.01% | Add +5.1% | 310,617 | $4.3M |
| Cetera Investment Advisers | 0.00% | Add +18.6% | 306,604 | $4.2M |
| CoreCap Advisors, LLC | 0.14% | Add +2.0% | 300,005 | $4.1M |
| HighTower Advisors, LLC | 0.00% | Add +1.4% | 289,406 | $4.0M |
| Advisors Asset Management, Inc. | 0.06% | Reduce -22.0% | 240,246 | $3.3M |
| Private Advisor Group, LLC | 0.02% | Add +1.5% | 239,293 | $3.3M |
| C2C Wealth Management, LLC | 2.68% | Reduce -1.5% | 230,094 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.6% | 212,046 | $2.9M |
| Wolverine Asset Management LLC | 0.14% | Add +262.3% | 197,451 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.4% | 182,615 | $2.5M |
| Heron Bay Capital Management | 0.23% | Add +0.3% | 179,813 | $2.5M |
| Aptus Capital Advisors, LLC | 0.02% | No change | 165,727 | $2.3M |
| Guardian Wealth Advisors, LLC / NC | 0.14% | No change | 164,227 | $2.3M |
| Merit Financial Group, LLC | 0.01% | Reduce -1.9% | 145,180 | $2.0M |
| Parsons Capital Management Inc. | 0.09% | Reduce -0.8% | 144,952 | $2.0M |
| Readystate Asset Management LP | 0.20% | Add +174.7% | 137,917 | $1.9M |
| Wedbush Securities Inc. | 0.05% | Reduce -8.5% | 126,851 | $1.7M |
| PMG Family Office LLC | 1.75% | Add +7.8% | 113,812 | $1.6M |
| Pointe Capital Management LLC | 0.77% | Reduce -1.7% | 113,351 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +45.7% | 104,988 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.1% | 100,060 | $1.4M |
| Harbour Investments, Inc. | 0.02% | Add +299.5% | 93,432 | $1.3M |
| S Harris Financial Group, LLC | 1.06% | Add +1.6% | 84,664 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +1.3% | 80,950 | $1.1M |
| Fifth Third Bancorp | 0.00% | Add +868.3% | 78,506 | $1.1M |
| Smith, Moore & Co. | 0.08% | Add +3.6% | 77,851 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.2% | 72,395 | $998K |
| NewEdge Advisors, LLC | 0.00% | Add +0.7% | 66,435 | $916K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.6% | 64,785 | $893K |
| Jefferies Financial Group Inc. | 0.01% | Add +41.8% | 58,461 | $806K |
| Resources Management Corp. /CT/ | 0.10% | No change | 57,204 | $789K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +0.2% | 56,772 | $783K |
| &partners | 0.00% | Add +4.1% | 53,031 | $731K |
| Morey & Quinn Wealth Partners, LLC | 0.50% | Reduce -0.6% | 50,866 | $701K |
| Corient Private Wealth LP | 0.00% | Add +53.8% | 50,698 | $699K |
| David J Yvars Group | 0.37% | Add +11.1% | 48,291 | $654K |
| Summit Financial, LLC | 0.01% | Reduce -0.5% | 46,258 | $638K |
| Mariner, LLC | 0.00% | Reduce -16.4% | 45,575 | $628K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.8% | 45,549 | $628K |
| Creative Planning | 0.00% | Add +1.3% | 44,987 | $620K |
| Centaurus Financial, Inc. | 0.03% | Add +0.9% | 44,950 | $620K |
| Wealth Effects LLC | 0.22% | Reduce -1.2% | 44,807 | $618K |
| ELCO Management Co., LLC | 0.29% | Reduce -2.2% | 44,387 | $612K |
| Ignite Planners, LLC | 0.09% | Reduce -2.8% | 44,195 | $609K |
| Truist Financial Corp. | 0.00% | Reduce -0.9% | 44,066 | $608K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +31.2% | 43,563 | $601K |
| NWF Advisory Services Inc. | 0.07% | Reduce -10.1% | 42,871 | $591K |
| Summit Investment Advisory Services, LLC | 0.21% | Reduce -15.0% | 41,700 | $575K |
| International Assets Investment Management, LLC | 0.04% | Add +1.7% | 40,275 | $561K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -0.5% | 39,984 | $551K |
| LaSalle St. Investment Advisors, LLC | 0.08% | Add +0.0% | 39,979 | $551K |
| Shikiar Asset Management Inc. | 0.18% | No change | 39,865 | $550K |
| Focus Partners Wealth | 0.00% | Reduce -1.5% | 38,209 | $527K |
| Susquehanna International Group, LLP | 0.00% | Add +16.7% | 38,095 | $525K |
| Strait & Sound Wealth Management LLC | 0.20% | Add +0.2% | 37,626 | $519K |
| Brand Asset Management Group, Inc. | 0.13% | No change | 36,659 | $506K |
| Compound Planning, Inc. | 0.02% | Reduce -56.6% | 35,966 | $496K |
| Formidable Asset Management, LLC | 0.07% | No change | 31,252 | $479K |
| Stratos Wealth Advisors, LLC | 0.03% | No change | 32,269 | $445K |
| Flaharty Asset Management, LLC | 0.05% | Reduce -3.6% | 31,295 | $432K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -30.1% | 30,497 | $425K |
| Commerce Bank | 0.00% | No change | 30,743 | $424K |
| Cypress Capital Group | 0.05% | New | 30,395 | $419K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +22.9% | 29,355 | $405K |
| Benjamin Edwards Inc. | 0.00% | Add +1.2% | 28,688 | $396K |
| MML Investors Services, LLC | 0.00% | Reduce -7.4% | 27,645 | $381K |
| M Holdings Securities, Inc. | 0.03% | Reduce -8.2% | 25,606 | $380K |
| Captrust Financial Advisors | 0.00% | Add +10.1% | 27,552 | $380K |
| Greenleaf Trust | 0.00% | Reduce -24.6% | 27,458 | $379K |
| Boothbay Fund Management, LLC | 0.01% | New | 26,152 | $361K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +3.1% | 25,225 | $348K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -23.8% | 24,735 | $341K |
| Fiduciary Alliance LLC | 0.02% | Reduce -4.2% | 21,950 | $318K |
| Seek First Inc. | 0.22% | Add +2.1% | 22,253 | $307K |
| World Investment Advisors | 0.00% | Reduce -86.1% | 21,753 | $300K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -31.6% | 21,732 | $300K |
| Onyx Bridge Wealth Group LLC | 0.03% | Add +2.0% | 21,512 | $297K |
| Burford Brothers, Inc. | 0.12% | No change | 21,400 | $295K |
| Envestnet Asset Management Inc. | 0.00% | Add +20.4% | 21,297 | $294K |
| Waverly Advisors, LLC | 0.00% | New | 20,985 | $289K |
| Nicolet Bankshares Inc. | 0.01% | New | 20,709 | $288K |
| Advisory Advocates, LLC | 0.29% | Add +1.5% | 20,891 | $288K |
| Mendel Capital Management LLC | 0.14% | — | 20,188 | $278K |
| Procyon Advisors, LLC | 0.01% | Add +52.7% | 19,476 | $269K |
| Wealth Alliance, LLC | 0.03% | Reduce -7.6% | 18,920 | $261K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -7.9% | 18,436 | $254K |
| D.A. Davidson & Co. | 0.00% | No change | 18,411 | $254K |
| XTX Topco Ltd | 0.00% | New | 18,098 | $250K |
| Monograph Wealth Advisors, LLC | 0.02% | Reduce -1.6% | 18,000 | $248K |
| Syverson Strege & Co | 0.06% | No change | 17,665 | $244K |
| Compass Planning Associates Inc | 0.15% | No change | 17,450 | $241K |
| Piedmont Capital Management, LLC | 0.16% | No change | 17,120 | $236K |
| Exchange Bank | 0.16% | New | 16,659 | $230K |
| Capital Wealth Alliance, LLC | 0.10% | No change | 16,470 | $227K |
| Blue Chip Partners, LLC | 0.02% | No change | 15,447 | $213K |
| Geneos Wealth Management Inc. | 0.00% | No change | 15,215 | $210K |
| Quantum Private Wealth, LLC | 0.06% | No change | 15,000 | $207K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -33.9% | 14,920 | $206K |
| Equitable Holdings, Inc. | 0.00% | Add +2.5% | 13,383 | $205K |
| Mission Wealth Management, LP | 0.00% | No change | 14,499 | $200K |
| Oppenheimer & Co. Inc. | 0.00% | Add +16.8% | 14,299 | $197K |
| Confluence Wealth Services, Inc. | 0.01% | Reduce -6.8% | 14,293 | $197K |
| Marex Group Ltd | 0.00% | New | 14,191 | $196K |
| CreativeOne Wealth, LLC | 0.00% | No change | 14,169 | $195K |
| Strategic Financial Concepts, LLC | 0.05% | New | 13,300 | $183K |
| Kapstone Financial Advisors LLC | 0.09% | Add +17.8% | 13,266 | $183K |
| CVFG LLC | 0.02% | Add +11.7% | 13,242 | $183K |
| Brown Advisory Inc. | 0.00% | Add +0.2% | 13,131 | $181K |
| Garden State Investment Advisory Services LLC | 0.04% | Reduce -9.9% | 13,088 | $181K |
| Milestone Asset Management Group, LLC | 0.10% | No change | 12,840 | $177K |
| HUB Investment Partners, LLC | 0.00% | Add +22.9% | 12,704 | $175K |
| Virtu Financial LLC | 0.01% | New | 12,378 | $171K |
| Chicago Partners Investment Group LLC | 0.00% | Reduce -7.3% | 11,589 | $170K |
| Dudley Capital Management, LLC | 0.07% | Add +0.8% | 12,256 | $169K |
| Harbour Wealth Management Group, Inc. | 0.13% | Reduce -1.8% | 12,220 | $169K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 11,483 | $158K |
| Cerity Partners LLC | 0.00% | Add +1.6% | 11,402 | $157K |
| MAI Capital Management | 0.00% | Add +10.7% | 11,353 | $157K |
| Mutual Advisors, LLC | 0.00% | Add +1.3% | 11,350 | $157K |
| Ascentis Independent Advisors | 0.01% | No change | 11,003 | $152K |
| Krilogy Financial LLC | 0.00% | No change | 10,364 | $150K |
| Stephens Inc. | 0.00% | Add +0.4% | 10,855 | $150K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 10,817 | $149K |
| Dynamic Advisor Solutions LLC | 0.00% | New | 10,703 | $148K |
| Opus Financial Solutions LLC | 0.14% | New | 10,675 | $147K |
| Uncommon Cents Investing LLC | 0.03% | No change | 10,384 | $143K |
| Investment Management Trust, LLC | 0.14% | — | 10,291 | $142K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +1.1% | 10,180 | $140K |
| Retirement Planning Group, LLC | 0.00% | No change | 10,139 | $140K |
| Beacon Investment Advisory Services, Inc. | 0.01% | New | 10,000 | $138K |
| WealthCare Investment Partners, LLC | 0.04% | No change | 10,000 | $138K |
| US Bancorp \de | 0.00% | No change | 7,613 | $105K |
| Millstone Evans Group, LLC | 0.05% | No change | 6,322 | $87K |
| Allworth Financial LP | 0.00% | Reduce -20.7% | 6,317 | $87K |
| City Holding Co. | 0.01% | No change | 6,000 | $83K |
| Atlantic Union Bankshares Corp | 0.00% | Add +8.0% | 5,511 | $76K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.9% | 5,376 | $75K |
| Advisory Services Network, LLC | 0.00% | New | 5,212 | $72K |
| Parallel Advisors, LLC | 0.00% | No change | 5,000 | $69K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 4,992 | $69K |
| Princeton Global Asset Management LLC | 0.01% | No change | 4,983 | $69K |
| Webster Bank, N. A. | 0.01% | No change | 4,825 | $67K |
| CNB Bank | 0.03% | No change | 4,590 | $63K |
| Assetmark, Inc. | 0.00% | Add +19.8% | 3,983 | $55K |
| Private Trust Co. NA | 0.00% | Reduce -1.6% | 3,970 | $55K |
| HHM Wealth Advisors, LLC | 0.01% | Add +2.1% | 3,801 | $52K |
| Chilton Capital Management LLC | 0.00% | No change | 3,700 | $51K |
| BlackRock, Inc. | 0.00% | Reduce -0.8% | 3,377 | $47K |
| Twin Lakes Capital Management, LLC | 0.02% | Add +2.1% | 3,372 | $46K |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.6% | 3,492 | $46K |
| Activest Wealth Management | 0.01% | No change | 3,325 | $46K |
| Barrett & Company, Inc. | 0.02% | No change | 3,250 | $45K |
| Bogart Wealth, LLC | 0.00% | No change | 3,231 | $45K |
| Mascoma Wealth Management LLC | 0.01% | No change | 3,190 | $44K |
| Quarry LP | 0.01% | New | 3,057 | $42K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 2,839 | $39K |
| Sound Income Strategies, LLC | 0.00% | No change | 2,667 | $37K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 2,437 | $34K |
| Eastern Bank | 0.00% | No change | 2,344 | $32K |
| Magnolia Wealth Management, LLC | 0.02% | New | 2,330 | $32K |
| Hughes Financial Services, LLC | 0.00% | No change | 2,121 | $29K |
| Walsh & Associates, LLC | 0.03% | No change | 2,000 | $28K |
| Lodestone Wealth Management LLC | 0.01% | No change | 2,000 | $28K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 1,805 | $25K |
| MCF Advisors LLC | 0.00% | No change | 1,744 | $24K |
| Cwm, LLC | 0.00% | Reduce -9.7% | 1,611 | $22K |
| Key Financial Inc | 0.00% | No change | 1,599 | $22K |
| TD Capital Management LLC | 0.00% | No change | 1,302 | $18K |
| Salomon & Ludwin, LLC | 0.00% | No change | 992 | $14K |
| Financial Management Professionals, Inc. | 0.00% | No change | 1,000 | $14K |
| Spire Wealth Management | 0.00% | No change | 1,000 | $14K |
| Arax Advisory Partners | 0.00% | Reduce -60.9% | 1,000 | $14K |
| Blue Trust, Inc. | 0.00% | No change | 1,000 | $14K |
| Rossby Financial, LCC | 0.00% | New | 863 | $12K |
| CoreFirst Bank & Trust | 0.00% | No change | 625 | $9K |
| AdvisorNet Financial, Inc | 0.00% | No change | 618 | $9K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 549 | $8K |
| Dunhill Financial, LLC | 0.00% | No change | 533 | $7K |
| Byrne Asset Management LLC | 0.00% | No change | 400 | $6K |
| Smartleaf Asset Management LLC | 0.00% | No change | 359 | $5K |
| Highline Wealth Partners LLC | 0.00% | New | 200 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 95 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +8.3% | 65 | $892 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 2 | $28 |
"% 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.