Eaton Vance Tax-MGD Div EqtyXETYX
13F holders, Q2 2026 (June 30)210holders +3
21new positions
18sold out
2famous investors
$14.54avg. 13F price*
At the end of Q2 2026, 210 institutions reported holding Eaton Vance Tax-MGD Div Eqty (XETYX) in their 13F filings, up 3 from Q1 2026. 21 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($192.1M), Raymond James Financial Inc. ($35.7M) and Wells Fargo & Company ($32.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Eaton Vance Tax-MGD Div Eqty
- CUSIP
- 27828N102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $5.0M |
| Exits | 18 | $4.6M |
All 13F filers, Q1 2026 → Q2 2026: 2,466,628 shares bought and 1,368,142 shares sold, net +1,098,486 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 210 holders
| Morgan Stanley | 0.01% | Add +1.3% | 13,208,628 | $192.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.7% | 2,457,160 | $35.7M |
| Wells Fargo & Company | 0.01% | Add +2.7% | 2,222,636 | $32.3M |
| Invesco Ltd. | 0.00% | Add +0.2% | 1,596,046 | $23.2M |
| Ameriprise Financial Inc. | 0.00% | Add +266.3% | 1,521,638 | $22.1M |
| LPL Financial LLC | 0.00% | Add +1.5% | 1,305,315 | $19.0M |
| Principal Securities, Inc. | 0.19% | Reduce -3.7% | 1,078,833 | $15.7M |
| Guggenheim Capital LLC | 0.09% | Add +10.6% | 944,121 | $13.7M |
| Matrix Private Capital Group LLC | 5.30% | Add +4.1% | 838,609 | $12.2M |
| Bank of America Corp. | 0.00% | Reduce -7.5% | 756,515 | $11.0M |
| Osaic Holdings, Inc. | 0.01% | Add +15.2% | 692,131 | $10.1M |
| RFG Advisory, LLC | 0.15% | Add +2.6% | 642,216 | $9.3M |
| Baird Financial Group, Inc. | 0.01% | Add +17.9% | 634,045 | $9.2M |
| Royal Bank of Canada | 0.00% | Reduce -17.6% | 525,102 | $7.6M |
| UBS Group AG | 0.00% | Reduce -4.5% | 497,889 | $7.2M |
| IHT Wealth Management, LLC | 0.15% | Add +8.1% | 481,281 | $7.0M |
| Pathway Financial Advisers, LLC | 1.64% | Add +1.4% | 446,419 | $6.5M |
| Stifel Financial Corp. | 0.01% | Reduce -4.6% | 417,788 | $6.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +16.0% | 375,555 | $5.5M |
| Cohen & Steers, Inc. | 0.01% | Add +14.5% | 355,617 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -8.9% | 341,464 | $5.0M |
| Cypress Capital Management LLC (WY) | 4.13% | Reduce -7.2% | 336,048 | $4.9M |
| Cetera Investment Advisers | 0.00% | Add +1.8% | 312,073 | $4.5M |
| Wolverine Asset Management LLC | 0.23% | Add +52.9% | 301,811 | $4.4M |
| CoreCap Advisors, LLC | 0.13% | Reduce -0.4% | 298,720 | $4.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.2% | 286,000 | $4.2M |
| Private Advisor Group, LLC | 0.02% | Reduce -0.1% | 239,016 | $3.5M |
| C2C Wealth Management, LLC | 2.62% | No change | 230,094 | $3.3M |
| Advisors Asset Management, Inc. | 0.05% | Reduce -8.7% | 219,422 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +1.4% | 215,086 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -47.0% | 202,540 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.2% | 176,713 | $2.6M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -2.6% | 161,418 | $2.3M |
| Guardian Wealth Advisors, LLC / NC | 0.13% | Reduce -2.6% | 159,918 | $2.3M |
| Shaker Financial Services, LLC | 0.72% | Reduce -56.9% | 158,702 | $2.3M |
| Merit Financial Group, LLC | 0.01% | Reduce -0.4% | 144,572 | $2.1M |
| Parsons Capital Management Inc. | 0.09% | Reduce -1.0% | 143,480 | $2.1M |
| Wedbush Securities Inc. | 0.05% | Reduce -0.4% | 126,302 | $1.8M |
| PMG Family Office LLC | 1.57% | Add +2.9% | 117,115 | $1.7M |
| Pointe Capital Management LLC | 0.71% | Reduce -3.3% | 109,577 | $1.6M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.7% | 103,223 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.0% | 100,075 | $1.5M |
| Harbour Investments, Inc. | 0.02% | Add +0.5% | 93,887 | $1.4M |
| S Harris Financial Group, LLC | 0.97% | Add +1.6% | 86,020 | $1.3M |
| Fifth Third Bancorp | 0.00% | Add +6.1% | 83,277 | $1.2M |
| Kingsview Wealth Management, LLC | 0.01% | Add +1.1% | 81,805 | $1.2M |
| Smith, Moore & Co. | 0.08% | Add +2.0% | 79,439 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.8% | 74,401 | $1.1M |
| Ameritas Advisory Services, LLC | 0.02% | Add +55.8% | 62,297 | $906K |
| David J Yvars Group | 0.44% | Add +28.6% | 62,104 | $899K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.6% | 59,223 | $861K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -1.7% | 57,480 | $836K |
| Resources Management Corp. /CT/ | 0.10% | No change | 57,204 | $832K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +0.2% | 56,870 | $827K |
| Truist Financial Corp. | 0.00% | Add +28.5% | 56,609 | $823K |
| NewEdge Advisors, LLC | 0.00% | Reduce -15.0% | 56,470 | $821K |
| Mariner, LLC | 0.00% | Add +19.0% | 54,238 | $789K |
| Virtu Financial LLC | 0.02% | Add +329.9% | 53,219 | $774K |
| &partners | 0.00% | Reduce -1.5% | 52,218 | $759K |
| Corient Private Wealth LP | 0.00% | Reduce -3.8% | 48,776 | $709K |
| NWF Advisory Services Inc. | 0.07% | Add +12.3% | 48,150 | $700K |
| Summit Financial, LLC | 0.01% | Add +1.1% | 46,762 | $680K |
| Creative Planning | 0.00% | Add +3.2% | 46,444 | $675K |
| Morey & Quinn Wealth Partners, LLC | 0.43% | Reduce -9.7% | 45,926 | $668K |
| Wealth Effects LLC | 0.18% | Add +2.0% | 45,709 | $665K |
| Centaurus Financial, Inc. | 0.03% | Reduce -0.0% | 44,937 | $653K |
| Integrated Wealth Concepts LLC | 0.00% | New | 44,818 | $652K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +1.2% | 44,067 | $641K |
| Ignite Planners, LLC | 0.09% | Reduce -2.2% | 43,212 | $628K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.7% | 42,951 | $625K |
| Landscape Capital Management, L.L.C. | 0.04% | New | 42,808 | $622K |
| Summit Investment Advisory Services, LLC | 0.16% | Add +2.0% | 42,544 | $619K |
| International Assets Investment Management, LLC | 0.04% | Add +4.0% | 41,895 | $611K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Add +1.0% | 40,382 | $587K |
| Shikiar Asset Management Inc. | 0.16% | No change | 39,865 | $580K |
| ELCO Management Co., LLC | 0.25% | Reduce -10.1% | 39,887 | $580K |
| Strait & Sound Wealth Management LLC | 0.19% | Reduce -2.3% | 36,763 | $535K |
| Readystate Asset Management LP | 0.03% | Reduce -74.5% | 35,193 | $512K |
| Compound Planning, Inc. | 0.01% | Reduce -3.4% | 34,761 | $505K |
| MML Investors Services, LLC | 0.00% | Add +17.1% | 32,379 | $471K |
| Stratos Wealth Advisors, LLC | 0.03% | No change | 32,269 | $469K |
| Allied Private Wealth LLC | 0.30% | — | 32,166 | $464K |
| D.A. Davidson & Co. | 0.00% | Add +72.0% | 31,661 | $460K |
| EP Wealth Advisors, LLC | 0.00% | New | 31,250 | $454K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.7% | 30,710 | $448K |
| Commerce Bank | 0.00% | No change | 30,743 | $447K |
| XTX Topco Ltd | 0.01% | Add +68.5% | 30,499 | $443K |
| Jane Street Group, LLC | 0.00% | New | 30,461 | $443K |
| Arax Advisory Partners | 0.00% | Add +2896.5% | 29,965 | $436K |
| Citadel Advisors | 0.00% | New | 29,238 | $425K |
| Formidable Asset Management, LLC | 0.07% | Reduce -1.6% | 30,755 | $424K |
| Benjamin Edwards Inc. | 0.00% | Add +1.1% | 28,988 | $421K |
| Greenleaf Trust | 0.00% | No change | 27,458 | $399K |
| Focus Partners Wealth | 0.00% | Reduce -33.7% | 25,316 | $368K |
| Captrust Financial Advisors | 0.00% | Reduce -8.9% | 25,087 | $365K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +0.3% | 24,796 | $361K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.2% | 24,408 | $355K |
| Modern Wealth Management, LLC | 0.00% | New | 23,310 | $339K |
| Envestnet Asset Management Inc. | 0.00% | Add +5.8% | 22,543 | $328K |
| Susquehanna International Group, LLP | 0.00% | Reduce -40.9% | 22,513 | $327K |
| Seek First Inc. | 0.20% | Add +0.0% | 22,259 | $324K |
| Onyx Bridge Wealth Group LLC | 0.03% | Add +1.9% | 21,929 | $319K |
| Fiduciary Alliance LLC | 0.02% | Reduce -1.8% | 21,550 | $313K |
| Burford Brothers, Inc. | 0.11% | No change | 21,400 | $311K |
| Advisory Advocates, LLC | 0.26% | Add +1.7% | 21,241 | $309K |
| M Holdings Securities, Inc. | 0.04% | Reduce -16.1% | 21,481 | $308K |
| Waverly Advisors, LLC | 0.00% | No change | 20,985 | $305K |
| Nicolet Bankshares Inc. | 0.01% | No change | 20,709 | $301K |
| Mendel Capital Management LLC | 0.13% | No change | 20,188 | $294K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 19,889 | $289K |
| Procyon Advisors, LLC | 0.01% | No change | 19,476 | $283K |
| Integrity Advisory Solutions, LLC | 0.03% | New | 19,420 | $282K |
| Syverson Strege & Co | 0.06% | Add +8.4% | 19,149 | $278K |
| Wealth Alliance, LLC | 0.02% | Add +0.8% | 19,077 | $277K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -13.8% | 18,736 | $272K |
| Cypress Capital Group | 0.03% | Reduce -38.7% | 18,620 | $271K |
| Monograph Wealth Advisors, LLC | 0.02% | No change | 18,000 | $262K |
| Boothbay Fund Management, LLC | 0.01% | Reduce -32.9% | 17,539 | $255K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -5.0% | 17,520 | $255K |
| Piedmont Capital Management, LLC | 0.15% | No change | 17,120 | $249K |
| Exchange Bank | 0.15% | No change | 16,659 | $242K |
| Capital Wealth Alliance, LLC | 0.11% | No change | 16,470 | $239K |
| Blue Chip Partners, LLC | 0.01% | No change | 15,447 | $225K |
| Mgo One Seven LLC | 0.00% | New | 15,291 | $222K |
| Fiduciary Financial Advisors | 0.02% | New | 15,290 | $222K |
| Geneos Wealth Management Inc. | 0.00% | No change | 15,215 | $221K |
| Quantum Private Wealth, LLC | 0.06% | No change | 15,000 | $218K |
| Brand Asset Management Group, Inc. | 0.05% | Reduce -60.0% | 14,667 | $213K |
| Mission Wealth Management, LP | 0.00% | No change | 14,499 | $211K |
| Oppenheimer & Co. Inc. | 0.00% | Add +0.7% | 14,393 | $209K |
| CreativeOne Wealth, LLC | 0.00% | No change | 14,169 | $206K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +31.9% | 14,113 | $205K |
| Confluence Wealth Services, Inc. | 0.01% | Reduce -3.1% | 13,853 | $201K |
| Strategic Financial Concepts, LLC | 0.06% | Add +2.3% | 13,600 | $198K |
| AQR Capital Management | 0.00% | New | 13,385 | $195K |
| CVFG LLC | 0.02% | Add +0.5% | 13,301 | $193K |
| Kapstone Financial Advisors LLC | 0.08% | No change | 13,266 | $193K |
| Brown Advisory Inc. | 0.00% | Add +0.2% | 13,156 | $191K |
| Garden State Investment Advisory Services LLC | 0.04% | Add +0.5% | 13,155 | $191K |
| Milestone Asset Management Group, LLC | 0.09% | No change | 12,840 | $187K |
| HUB Investment Partners, LLC | 0.00% | No change | 12,704 | $185K |
| Equitable Holdings, Inc. | 0.00% | Reduce -5.3% | 12,673 | $184K |
| Howard Financial Services, LTD. | 0.02% | New | 12,500 | $182K |
| Dudley Capital Management, LLC | 0.07% | Add +0.8% | 12,353 | $180K |
| Harbour Wealth Management Group, Inc. | 0.12% | Add +0.3% | 12,257 | $178K |
| World Investment Advisors | 0.00% | Reduce -40.9% | 12,852 | $177K |
| Arlington Capital Management, Inc. | 0.11% | New | 12,006 | $175K |
| MAI Capital Management | 0.00% | Add +4.5% | 11,861 | $172K |
| Mutual Advisors, LLC | 0.00% | Add +1.0% | 11,459 | $167K |
| Chicago Partners Investment Group LLC | 0.00% | No change | 11,589 | $164K |
| Stephens Inc. | 0.00% | Add +0.4% | 10,898 | $158K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 10,817 | $157K |
| Opus Financial Solutions LLC | 0.13% | No change | 10,675 | $155K |
| Uncommon Cents Investing LLC | 0.03% | No change | 10,384 | $151K |
| Krilogy Financial LLC | 0.00% | No change | 10,364 | $151K |
| Manchester Financial Inc. | 0.03% | New | 10,356 | $151K |
| Convergence Financial, LLC | 0.01% | New | 10,324 | $150K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +1.1% | 10,294 | $150K |
| Retirement Planning Group, LLC | 0.00% | No change | 10,139 | $147K |
| WealthCare Investment Partners, LLC | 0.04% | Add +1.4% | 10,135 | $147K |
| Institute for Wealth Management, LLC. | 0.01% | New | 7,215 | $105K |
| Millstone Evans Group, LLC | 0.05% | No change | 6,322 | $92K |
| City Holding Co. | 0.01% | No change | 6,000 | $87K |
| Global Retirement Partners, LLC | 0.00% | — | 5,728 | $83K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 5,511 | $80K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.9% | 5,477 | $80K |
| Parallel Advisors, LLC | 0.00% | No change | 5,000 | $73K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 4,992 | $73K |
| Princeton Global Asset Management LLC | 0.01% | No change | 4,983 | $72K |
| Webster Bank, N. A. | 0.01% | No change | 4,825 | $70K |
| CNB Bank | 0.03% | No change | 4,590 | $67K |
| Assetmark, Inc. | 0.00% | No change | 3,983 | $58K |
| Private Trust Co. NA | 0.00% | No change | 3,970 | $58K |
| HHM Wealth Advisors, LLC | 0.01% | Add +2.0% | 3,878 | $56K |
| Allworth Financial LP | 0.00% | Reduce -38.9% | 3,863 | $56K |
| US Bancorp \de | 0.00% | Reduce -51.7% | 3,679 | $53K |
| JPMorgan Chase & Co. | 0.00% | No change | 3,492 | $50K |
| Twin Lakes Capital Management, LLC | 0.02% | Add +2.0% | 3,440 | $50K |
| BlackRock, Inc. | 0.00% | No change | 3,377 | $49K |
| Barrett & Company, Inc. | 0.01% | No change | 3,250 | $47K |
| Bogart Wealth, LLC | 0.00% | No change | 3,231 | $47K |
| Mascoma Wealth Management LLC | 0.01% | No change | 3,190 | $46K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 2,839 | $41K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 2,437 | $35K |
| Eastern Bank | 0.00% | No change | 2,344 | $34K |
| Chilton Capital Management LLC | 0.00% | Reduce -37.8% | 2,300 | $33K |
| Hughes Financial Services, LLC | 0.00% | No change | 2,121 | $31K |
| Walsh & Associates, LLC | 0.02% | No change | 2,000 | $29K |
| Lodestone Wealth Management LLC | 0.01% | No change | 2,000 | $29K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 2,000 | $29K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +9.7% | 1,980 | $29K |
| MCF Advisors LLC | 0.00% | No change | 1,744 | $25K |
| Key Financial Inc | 0.00% | No change | 1,599 | $23K |
| Larson Financial Group LLC | 0.00% | New | 1,375 | $20K |
| TD Capital Management LLC | 0.00% | No change | 1,302 | $19K |
| Financial Management Professionals, Inc. | 0.00% | No change | 1,000 | $15K |
| IFG Advisory, LLC | 0.00% | New | 1,000 | $15K |
| Spire Wealth Management | 0.00% | No change | 1,000 | $15K |
| Salomon & Ludwin, LLC | 0.00% | No change | 992 | $14K |
| 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 | $8K |
| Byrne Asset Management LLC | 0.00% | No change | 400 | $6K |
| Smartleaf Asset Management LLC | 0.00% | No change | 359 | $5K |
| LifeSteps Financial, Inc. | 0.00% | New | 205 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 200 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 95 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +1.5% | 66 | $960 |
| Bangor Savings Bank | 0.00% | New | 1 | $15 |
"% 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.