ETY Eaton Vance TaxManaged Diversi
Eaton Vance TaxManaged Diversi (ETY) Institutional Ownership
What the institutions did with ETY last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| MORGAN STANLEY | 13.2M | 33.5% |
| RAYMOND JAMES FINANCIAL INC | 2.5M | 6.2% |
| WELLS FARGO & COMPANY/MN | 2.2M | 5.6% |
| Invesco Ltd. | 1.6M | 4.0% |
| AMERIPRISE FINANCIAL INC | 1.5M | 3.9% |
| LPL Financial LLC | 1.3M | 3.3% |
| PRINCIPAL SECURITIES, INC. | 1.1M | 2.7% |
| GUGGENHEIM CAPITAL LLC | 944.1K | 2.4% |
| MATRIX PRIVATE CAPITAL GROUP LLC | 838.6K | 2.1% |
| BANK OF AMERICA CORP /DE/ | 756.5K | 1.9% |
| OSAIC HOLDINGS, INC. | 692.1K | 1.8% |
| Cambridge Investment Research Advisors, Inc. | 682.9K | 1.7% |
| RFG Advisory, LLC | 642.2K | 1.6% |
| Baird Financial Group, Inc. | 634.0K | 1.6% |
| ROYAL BANK OF CANADA | 525.1K | 1.3% |
| UBS Group AG | 497.9K | 1.3% |
| IHT Wealth Management, LLC | 481.3K | 1.2% |
| Pathway Financial Advisers, LLC | 446.4K | 1.1% |
| STIFEL FINANCIAL CORP | 417.8K | 1.1% |
| Rockefeller Capital Management L.P. | 375.6K | 1.0% |
| COHEN & STEERS, INC. | 355.6K | 0.9% |
| Cypress Capital Management LLC (WY) | 336.0K | 0.9% |
| Cetera Investment Advisers | 312.1K | 0.8% |
| WOLVERINE ASSET MANAGEMENT LLC | 301.8K | 0.8% |
| CoreCap Advisors, LLC | 298.7K | 0.8% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | Increased | 415.4K | 1.5M | +1.1M |
| Cambridge Investment Research Advisors, Inc. | Increased | 374.6K | 682.9K | +308.3K |
| Shaker Financial Services, LLC | Reduced | 368.5K | 158.7K | -209.8K |
| Heron Bay Capital Management | Sold Out | 179.8K | 0 | -179.8K |
| Janney Montgomery Scott LLC | Reduced | 382.3K | 202.5K | -179.7K |
| MORGAN STANLEY | Increased | 13.0M | 13.2M | +164.9K |
| ROYAL BANK OF CANADA | Reduced | 637.4K | 525.1K | -112.3K |
| WOLVERINE ASSET MANAGEMENT LLC | Increased | 197.5K | 301.8K | +104.4K |
| READYSTATE ASSET MANAGEMENT LP | Reduced | 137.9K | 35.2K | -102.7K |
| Baird Financial Group, Inc. | Increased | 537.8K | 634.0K | +96.3K |
| OSAIC HOLDINGS, INC. | Increased | 600.7K | 692.1K | +91.4K |
| GUGGENHEIM CAPITAL LLC | Increased | 853.4K | 944.1K | +90.7K |
| BANK OF AMERICA CORP /DE/ | Reduced | 818.0K | 756.5K | -61.5K |
| WELLS FARGO & COMPANY/MN | Increased | 2.2M | 2.2M | +58.1K |
| Rockefeller Capital Management L.P. | Increased | 323.6K | 375.6K | +51.9K |
| COHEN & STEERS, INC. | Increased | 310.6K | 355.6K | +45.0K |
| Integrated Wealth Concepts LLC | New | 0 | 44.8K | +44.8K |
| RAYMOND JAMES FINANCIAL INC | Reduced | 2.5M | 2.5M | -43.6K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | New | 0 | 42.8K | +42.8K |
| PRINCIPAL SECURITIES, INC. | Reduced | 1.1M | 1.1M | -41.6K |
| Virtu Financial LLC | Increased | 12.4K | 53.2K | +40.8K |
| IHT Wealth Management, LLC | Increased | 445.4K | 481.3K | +35.9K |
| MATRIX PRIVATE CAPITAL GROUP LLC | Increased | 805.7K | 838.6K | +32.9K |
| Flaharty Asset Management, LLC | Sold Out | 31.3K | 0 | -31.3K |
| EP Wealth Advisors, LLC | New | 0 | 31.3K | +31.3K |
| JANE STREET GROUP, LLC | New | 0 | 30.5K | +30.5K |
| CITADEL ADVISORS LLC | New | 0 | 29.2K | +29.2K |
| Arax Advisory Partners | Increased | 1.0K | 30.0K | +29.0K |
| Cypress Capital Management LLC (WY) | Reduced | 362.2K | 336.0K | -26.1K |
| Modern Wealth Management, LLC | New | 0 | 23.3K | +23.3K |
| UBS Group AG | Reduced | 521.1K | 497.9K | -23.2K |
| Ameritas Advisory Services, LLC | Increased | 40.0K | 62.3K | +22.3K |
| Brand Asset Management Group, Inc. | Reduced | 36.7K | 14.7K | -22.0K |
| Advisors Asset Management, Inc. | Reduced | 240.2K | 219.4K | -20.8K |
| STIFEL FINANCIAL CORP | Reduced | 438.0K | 417.8K | -20.3K |
| J.W. COLE ADVISORS, INC. | New | 0 | 19.9K | +19.9K |
| Integrity Advisory Solutions, LLC | New | 0 | 19.4K | +19.4K |
| LPL Financial LLC | Increased | 1.3M | 1.3M | +19.2K |
| Compass Planning Associates Inc | Sold Out | 17.5K | 0 | -17.5K |
| RFG Advisory, LLC | Increased | 626.1K | 642.2K | +16.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | 38.1K | 22.5K | -15.6K |
| MGO ONE SEVEN LLC | New | 0 | 15.3K | +15.3K |
| ACTION POINT FINANCIAL PLANNING, LLC | New | 0 | 15.3K | +15.3K |
| Capital Investment Advisory Services, LLC | Sold Out | 14.9K | 0 | -14.9K |
| Marex Group plc | Sold Out | 14.2K | 0 | -14.2K |
| David J Yvars Group | Increased | 48.3K | 62.1K | +13.8K |
| AQR CAPITAL MANAGEMENT LLC | New | 0 | 13.4K | +13.4K |
| D.A. DAVIDSON & CO. | Increased | 18.4K | 31.7K | +13.3K |
| Focus Partners Wealth | Reduced | 38.2K | 25.3K | -12.9K |
| TRUIST FINANCIAL CORP | Increased | 44.1K | 56.6K | +12.5K |
| HOWARD FINANCIAL SERVICES, LTD. | New | 0 | 12.5K | +12.5K |
| XTX Topco Ltd | Increased | 18.1K | 30.5K | +12.4K |
| Arlington Capital Management, Inc. | New | 0 | 12.0K | +12.0K |
| Cypress Capital Group | Reduced | 30.4K | 18.6K | -11.8K |
| Sequoia Financial Advisors, LLC | Sold Out | 11.5K | 0 | -11.5K |
| Cerity Partners LLC | Sold Out | 11.4K | 0 | -11.4K |
| Ascentis Independent Advisors | Sold Out | 11.0K | 0 | -11.0K |
| MANCHESTER FINANCIAL INC | New | 0 | 10.4K | +10.4K |
| Convergence Financial, LLC | New | 0 | 10.3K | +10.3K |
| Investment Management Trust, LLC | Sold Out | 10.3K | 0 | -10.3K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.