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 quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 2 | $11,269,236 | 817,204 |
| Q4 2025 | 1 | $10,619,522 | 692,277 |
| Q3 2025 | 1 | $10,645,445 | 669,525 |
| Q2 2025 | 1 | $9,741,365 | 629,694 |
| Q1 2025 | 1 | $9,225,688 | 646,963 |
| Q4 2024 | 1 | $9,889,152 | 661,482 |
| Q3 2024 | 1 | $9,688,063 | 661,301 |
| Q2 2024 | 1 | $8,956,260 | 637,456 |
| Q1 2024 | 1 | $8,263,021 | 618,490 |
| Q4 2023 | 1 | $7,352,113 | 603,127 |
| Q3 2023 | 1 | $6,800,314 | 589,282 |
| Q2 2023 | 1 | $7,039,744 | 564,987 |
Related XETYX Institutional Insights:
- XETYX Institutional Ownership & Insiders Activity
- XETYX Institutional Ownership & 13F Activity
- XETYX Top Institutional Shareholders
- XETYX Institutional Buying Activity
- XETYX Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- XETYX Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings