Vault-13

EATON VANCE TAX-MANAGED DIVE XETYX

COM · Closed-End Fund · CUSIP 27828N102

211 institutional holders +4 vs Q1 2026
39,446,88039.4m shares reported held*
$573.5mreported value*
22 new 71 added 52 reduced 18 sold out net bought ≈ $21.0m (+1.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $14.54.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 169Q4 22: 177Q1 23: 173Q2 23: 167Q3 23: 177Q4 23: 174Q1 24: 179Q2 24: 177Q3 24: 186Q4 24: 193Q1 25: 188Q2 25: 191Q3 25: 195Q4 25: 206Q1 26: 207Q2 26: 211211Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022169
Q4 2022177
Q1 2023173
Q2 2023167
Q3 2023177
Q4 2023174
Q1 2024179
Q2 2024177
Q3 2024186
Q4 2024193
Q1 2025188
Q2 2025191
Q3 2025195
Q4 2025206
Q1 2026207
Q2 2026211

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 81 bought or addedQ3 24: 59 cut or sold outQ4 24: 84 bought or addedQ4 24: 61 cut or sold outQ4 24Q1 25: 86 bought or addedQ1 25: 65 cut or sold outQ2 25: 87 bought or addedQ2 25: 62 cut or sold outQ2 25Q3 25: 85 bought or addedQ3 25: 54 cut or sold outQ4 25: 84 bought or addedQ4 25: 69 cut or sold outQ4 25Q1 26: 94 bought or addedQ1 26: 68 cut or sold outQ2 26: 93 bought or addedQ2 26: 70 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20248159
Q4 20248461
Q1 20258665
Q2 20258762
Q3 20258554
Q4 20258469
Q1 20269468
Q2 20269370

Biggest buyers

AMERIPRISE FINANCIAL INC Added +1,106,200+1.1m
Cambridge Investment Research Advisors, Inc. Added +308,287+308.3k
MORGAN STANLEY Added +164,855+164.9k
WOLVERINE ASSET MANAGEMENT LLC Added +104,360+104.4k
Baird Financial Group, Inc. Added +96,284+96.3k
OSAIC HOLDINGS, INC. Added +91,416+91.4k
GUGGENHEIM CAPITAL LLC Added +90,685+90.7k
WELLS FARGO & COMPANY/MN Added +58,101+58.1k
Rockefeller Capital Management L.P. Added +51,925+51.9k
Integrated Wealth Concepts LLC New +45,818+45.8k

Biggest sellers

Shaker Financial Services, LLC Reduced -209,837-209.8k
Heron Bay Capital Management Sold out -179,813-179.8k
Janney Montgomery Scott LLC Reduced -179,713-179.7k
ROYAL BANK OF CANADA Reduced -112,344-112.3k
READYSTATE ASSET MANAGEMENT LP Reduced -102,724-102.7k
BANK OF AMERICA CORP /DE/ Reduced -61,456-61.5k
RAYMOND JAMES FINANCIAL INC Reduced -43,622-43.6k
PRINCIPAL SECURITIES, INC. Reduced -41,639-41.6k
Flaharty Asset Management, LLC Sold out -31,295-31.3k
Cypress Capital Management LLC (WY) Reduced -26,129-26.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 13,208,62813.2m $192.1m $192.1m 0.01% Added +164.9k +164,855
2 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 2,457,1602.5m $35.7m $35.7m 0.01% Reduced -43.6k -43,622
3 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 2,222,6362.2m $32.3m $32.3m 0.01% Added +58.1k +58,101
4 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 1,596,0461.6m $23.2m $23.2m 0.00% Added +3.7k +3,699
5 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 1,521,6381.5m $22.1m $22.1m 0.00% Added +1.1m +1,106,200
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 1,305,3151.3m $19.0m $19.0m 0.00% Added +19.2k +19,220
7 PRINCIPAL SECURITIES, INC. 0.19% of their portfolio DES MOINES, IA 1,078,8331.1m $15.7m $15.7m 0.19% Reduced -41.6k -41,639
8 GUGGENHEIM CAPITAL LLC 0.09% of their portfolio CHICAGO, IL 944,121944.1k $13.7m $13.7m 0.09% Added +90.7k +90,685
9 MATRIX PRIVATE CAPITAL GROUP LLC 5.30% of their portfolio NEW YORK, NY 838,609838.6k $12.2m $12.2m 5.30% Added +32.9k +32,888
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 756,515756.5k $11.0m $11.0m 0.00% Reduced -61.5k -61,456
11 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 692,131692.1k $10.1m $10.1m 0.01% Added +91.4k +91,416
12 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 682,928682.9k $9.9m $9.9m 0.01% Added +308.3k +308,287
13 RFG Advisory, LLC 0.15% of their portfolio BIRMINGHAM, AL 642,216642.2k $9.3m $9.3m 0.15% Added +16.1k +16,141
14 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 634,045634.0k $9.2m $9.2m 0.01% Added +96.3k +96,284
15 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 525,102525.1k $7.6m $7.6m 0.00% Reduced -112.3k -112,344
16 UBS Group AG 0.00% of their portfolio ZURICH, V8 497,889497.9k $7.2m $7.2m 0.00% Reduced -23.2k -23,202
17 IHT Wealth Management, LLC 0.15% of their portfolio Chicago, IL 481,281481.3k $7.0m $7.0m 0.15% Added +35.9k +35,876
18 Pathway Financial Advisers, LLC 1.64% of their portfolio AUBURN, IN 446,419446.4k $6.5m $6.5m 1.64% Added +6.2k +6,190
19 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 417,788417.8k $6.1m $6.1m 0.01% Reduced -20.3k -20,260
20 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 375,555375.6k $5.5m $5.5m 0.01% Added +51.9k +51,925
21 COHEN & STEERS, INC. 0.01% of their portfolio NEW YORK, NY 355,617355.6k $5.2m $5.2m 0.01% Added +45.0k +45,000
22 Cypress Capital Management LLC (WY) 4.08% of their portfolio SHERIDAN, WY 336,048336.0k $4.9m $4.9m 4.08% Reduced -26.1k -26,129
23 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 312,073312.1k $4.5m $4.5m 0.00% Added +5.5k +5,469
24 WOLVERINE ASSET MANAGEMENT LLC 0.06% of their portfolio CHICAGO, IL 301,811301.8k $4.4m $4.4m 0.06% Added +104.4k +104,360
25 CoreCap Advisors, LLC 0.13% of their portfolio SOUTHFIELD, MI 298,720298.7k $4.3m $4.3m 0.13% Reduced -1.3k -1,285
26 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 286,000286.0k $4.2m $4.2m 0.00% Reduced -3.4k -3,406
27 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 239,016239.0k $3.5m $3.5m 0.02% Reduced -277 -277
28 C2C Wealth Management, LLC 2.62% of their portfolio SCOTTSDALE, AZ 230,094230.1k $3.3m $3.3m 2.62% Unchanged
29 Advisors Asset Management, Inc. 0.05% of their portfolio Monument, CO 219,422219.4k $3.2m $3.2m 0.05% Reduced -20.8k -20,824
30 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 215,086215.1k $3.1m $3.1m 0.02% Added +3.0k +3,040
31 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 202,540202.5k $2.9m $2.9m 0.01% Reduced -179.7k -179,713
32 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 176,713176.7k $2.6m $2.6m 0.00% Reduced -5.9k -5,902
33 Aptus Capital Advisors, LLC 0.02% of their portfolio FAIRHOPE, AL 161,418161.4k $2.3m $2.3m 0.02% Reduced -4.3k -4,309
34 GUARDIAN WEALTH ADVISORS, LLC / NC 0.13% of their portfolio RALEIGH, NC 159,918159.9k $2.3m $2.3m 0.13% Reduced -4.3k -4,309
35 Shaker Financial Services, LLC 0.72% of their portfolio Arlington, VA 158,702158.7k $2.3m $2.3m 0.72% Reduced -209.8k -209,837
36 Merit Financial Group, LLC 0.01% of their portfolio ALPHARETTA, GA 144,572144.6k $2.1m $2.1m 0.01% Reduced -608 -608
37 PARSONS CAPITAL MANAGEMENT INC/RI 0.09% of their portfolio PROVIDENCE, RI 143,480143.5k $2.1m $2.1m 0.09% Reduced -1.5k -1,472
38 WEDBUSH SECURITIES INC 0.05% of their portfolio PASADENA, CA 126,302126.3k $1.8m $1.8m 0.05% Reduced -549 -549
39 PMG Family Office LLC 1.57% of their portfolio PLANO, TX 117,115117.1k $1.7m $1.7m 1.57% Added +3.3k +3,303
40 Pointe Capital Management LLC 0.71% of their portfolio GROSSE POINTE FARMS, MI 109,577109.6k $1.6m $1.6m 0.71% Reduced -3.8k -3,774
41 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 103,223103.2k $1.5m $1.5m 0.00% Reduced -1.8k -1,765
42 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 100,075100.1k $1.5m $1.5m 0.00% Added +15 +15
43 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 93,88793.9k $1.4m $1.4m 0.02% Added +455 +455
44 S Harris Financial Group, LLC 0.97% of their portfolio SAN ANTONIO, TX 86,02086.0k $1.3m $1.3m 0.97% Added +1.4k +1,356
45 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 83,27783.3k $1.2m $1.2m 0.00% Added +4.8k +4,771
46 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 81,80581.8k $1.2m $1.2m 0.01% Added +855 +855
47 SMITH, MOORE & CO. 0.07% of their portfolio CLAYTON, MO 79,43979.4k $1.2m $1.2m 0.07% Added +1.6k +1,588
48 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 74,40174.4k $1.1m $1.1m 0.01% Added +2.0k +2,006
49 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 62,29762.3k $905.8k $905.8k 0.02% Added +22.3k +22,313
50 David J Yvars Group 0.44% of their portfolio UNIVERSITY PARK, FL 62,10462.1k $899.2k $899.2k 0.44% Added +13.8k +13,813
51 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 59,22359.2k $861.1k $861.1k 0.00% Reduced -5.6k -5,562
52 Jefferies Financial Group Inc. 0.01% of their portfolio NEW YORK, NY 57,48057.5k $835.8k $835.8k 0.01% Reduced -981 -981
53 RESOURCES MANAGEMENT CORP /CT/ /ADV 0.10% of their portfolio WEST HARTFORD, CT 57,20457.2k $831.7k $831.7k 0.10% Unchanged
54 Gladstone Institutional Advisory LLC 0.03% of their portfolio Bedminster, NJ 56,87056.9k $826.9k $826.9k 0.03% Added +98 +98
55 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 56,60956.6k $823.1k $823.1k 0.00% Added +12.5k +12,543
56 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 56,47056.5k $821.1k $821.1k 0.00% Reduced -10.0k -9,965
57 Mariner, LLC 0.00% of their portfolio Overland Park, KS 54,23854.2k $788.6k $788.6k 0.00% Added +8.7k +8,663
58 Virtu Financial LLC 0.02% of their portfolio New York, NY 53,21953.2k $774.0k $774.0k 0.02% Added +40.8k +40,841
59 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 52,21852.2k $759.2k $759.2k 0.00% Reduced -813 -813
60 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 48,77648.8k $709.2k $709.2k 0.00% Reduced -1.9k -1,922
61 NWF Advisory Services Inc. 0.07% of their portfolio Los Angeles, CA 48,15048.1k $700.1k $700.1k 0.07% Added +5.3k +5,279
62 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 46,76246.8k $679.9k $679.9k 0.01% Added +504 +504
63 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 46,44446.4k $675.3k $675.3k 0.00% Added +1.5k +1,457
64 Morey & Quinn Wealth Partners, LLC 0.43% of their portfolio OMAHA, NE 45,92645.9k $667.8k $667.8k 0.43% Reduced -4.9k -4,940
65 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 45,81845.8k $666.2k $666.2k 0.00% New
66 WEALTH EFFECTS LLC 0.18% of their portfolio BOSTON, MA 45,70945.7k $664.6k $664.6k 0.18% Added +902 +902
67 CENTAURUS FINANCIAL, INC. 0.03% of their portfolio ANAHEIM, CA 44,93744.9k $653.0k $653.0k 0.03% Reduced -13 -13
68 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 44,06744.1k $640.7k $640.7k 0.00% Added +504 +504
69 Ignite Planners, LLC 0.09% of their portfolio SAN CLEMENTE, CA 43,21243.2k $628.3k $628.3k 0.09% Reduced -983 -983
70 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 42,95143.0k $624.5k $624.5k 0.00% Reduced -2.6k -2,598
71 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.04% of their portfolio Englewood, NJ 42,80842.8k $622.4k $622.4k 0.04% New
72 Summit Investment Advisory Services, LLC 0.16% of their portfolio ROSEVILLE, MN 42,54442.5k $618.6k $618.6k 0.16% Added +844 +844
73 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio ORLANDO, FL 41,89541.9k $610.8k $610.8k 0.04% Added +1.6k +1,620
74 LaSalle St. Investment Advisors, LLC 0.07% of their portfolio ELMHURST, IL 40,38240.4k $587.2k $587.2k 0.07% Added +403 +403
75 ELCO Management Co., LLC 0.25% of their portfolio New York, NY 39,88739.9k $580.0k $580.0k 0.25% Reduced -4.5k -4,500
76 SHIKIAR ASSET MANAGEMENT INC 0.15% of their portfolio NEW YORK, NY 39,86539.9k $580.0k $580.0k 0.15% Unchanged
77 Strait & Sound Wealth Management LLC 0.19% of their portfolio SAN FRANCISCO, CA 36,76336.8k $534.5k $534.5k 0.19% Reduced -863 -863
78 READYSTATE ASSET MANAGEMENT LP 0.02% of their portfolio CHICAGO, IL 35,19335.2k $511.7k $511.7k 0.02% Reduced -102.7k -102,724
79 Compound Planning, Inc. 0.01% of their portfolio NEW YORK, NY 34,76134.8k $505.4k $505.4k 0.01% Reduced -1.2k -1,205
80 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 32,37932.4k $470.8k $470.8k 0.00% Added +4.7k +4,734
81 Stratos Wealth Advisors, LLC 0.03% of their portfolio BEACHWOOD, OH 32,26932.3k $469.2k $469.2k 0.03% Unchanged
82 Allied Private Wealth LLC 0.30% of their portfolio BOCA RATON, FL 32,16632.2k $464.2k $464.2k 0.30% First filing
83 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 31,66131.7k $460.4k $460.4k 0.00% Added +13.2k +13,250
84 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 31,25031.2k $454.4k $454.4k 0.00% New
85 Formidable Asset Management, LLC 0.07% of their portfolio CINCINNATI, OH 30,75530.8k $424.1k $424.1k 0.07% Reduced -497 -497
86 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 30,74330.7k $447.0k $447.0k 0.00% Unchanged
87 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 30,71030.7k $447.8k $447.8k 0.00% Added +213 +213
88 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 30,49930.5k $443.5k $443.5k 0.01% Added +12.4k +12,401
89 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 30,46130.5k $442.9k $442.9k 0.00% New
90 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 29,96530.0k $435.7k $435.7k 0.00% Added +29.0k +28,965
91 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 29,23829.2k $425.1k $425.1k 0.00% New
92 BENJAMIN EDWARDS INC 0.00% of their portfolio Clayton, MO 28,98829.0k $421.5k $421.5k 0.00% Added +300 +300
93 GREENLEAF TRUST 0.00% of their portfolio KALAMAZOO, MI 27,45827.5k $399.2k $399.2k 0.00% Unchanged
94 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 25,31625.3k $368.1k $368.1k 0.00% Reduced -12.9k -12,893
95 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 25,08725.1k $364.8k $364.8k 0.00% Reduced -2.5k -2,465
96 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 24,79624.8k $360.5k $360.5k 0.00% Added +61 +61
97 Ameritas Investment Partners, Inc. 0.01% of their portfolio LINCOLN, NE 24,40824.4k $354.9k $354.9k 0.01% Reduced -817 -817
98 Modern Wealth Management, LLC 0.00% of their portfolio KANSAS CITY, MO 23,31023.3k $338.9k $338.9k 0.00% New
99 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 22,54322.5k $327.8k $327.8k 0.00% Added +1.2k +1,246
100 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 22,51322.5k $327.3k $327.3k 0.00% Reduced -15.6k -15,582