EATON VANCE TAX-MGD DIV EQTY (XETYX) Institutional Ownership

XETYX is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $11.27M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Matrix Private Capital Group, which reported ownership valued at approximately $11.11M in its March 31, 2026 13F filing.

Major shareholders tracked on this page include Matrix Private Capital Group, Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks fund ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward EATON VANCE TAX-MGD DIV EQTY (XETYX).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$11,269,236817,204
Q4 20251$10,619,522692,277
Q3 20251$10,645,445669,525
Q2 20251$9,741,365629,694
Q1 20251$9,225,688646,963
Q4 20241$9,889,152661,482
Q3 20241$9,688,063661,301
Q2 20241$8,956,260637,456
Q1 20241$8,263,021618,490
Q4 20231$7,352,113603,127
Q3 20231$6,800,314589,282
Q2 20231$7,039,744564,987