XETYX Institutional Ownership & Shareholders
EATON VANCE TAX-MGD DIV EQTY (XETYX) is currently held by 212 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $568.09M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of XETYX tracked by InsiderSet, reporting ownership valued at approximately $192.05M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed XETYX value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Raymond James Financial Inc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in EATON VANCE TAX-MGD DIV EQTY (XETYX).
This page ranks the largest institutional XETYX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
212
Total Reported Value
$568.09M
Largest Holder
Morgan Stanley
Largest Position
$192.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 13,208,628 | $192,053,463 | — | — | — | |
| Raymond James Financial Inc | 0.01% | 2,457,160 | $35,727,096 | — | — | — | |
| Wells Fargo & Company/Mn | 0.01% | 2,222,636 | $32,317,128 | — | — | — | |
| Invesco Ltd. | 0.00% | 1,596,046 | $23,206,509 | — | — | — | |
| Ameriprise Financial Inc | 0.00% | 1,521,638 | $22,118,074 | — | — | — | |
| Lpl Financial Llc | 0.00% | 1,305,315 | $18,979,274 | — | — | — | |
| Principal Securities, Inc. | 0.19% | 1,078,833 | $15,686,227 | — | — | — | |
| Guggenheim Capital Llc | 0.09% | 944,121 | $13,727,520 | — | — | — | |
| Matrix Private Capital Group | Richard S. Fuld | 5.30% | 838,609 | $12,193,382 | — | — | — |
| Bank Of America Corp | 0.00% | 756,515 | $10,999,725 | — | — | — | |
| Osaic Holdings, Inc. | 0.01% | 692,131 | $10,064,020 | — | — | — | |
| Rfg Advisory, Llc | 0.15% | 642,216 | $9,337,820 | — | — | — | |
| Baird Financial Group, Inc. | 0.01% | 634,045 | $9,219,014 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 525,102 | $7,635,000 | — | — | — | |
| Advisors Asset Management, Inc. | 0.10% | 485,920 | $7,313,096 | — | — | — | |
| Ubs Group Ag | 0.00% | 497,889 | $7,239,306 | — | — | — | |
| Iht Wealth Management, Llc | 0.15% | 481,281 | $6,997,825 | — | — | — | |
| Wolverine Asset Management Llc | 0.06% | 461,017 | $6,477,289 | — | — | — | |
| Pathway Financial Advisers, Llc | 1.60% | 453,290 | $6,368,719 | — | — | — | |
| Stifel Financial Corp | 0.01% | 417,788 | $6,074,656 | — | — | — | |
| Rockefeller Capital Management L.P. | 0.01% | 375,555 | $5,460,580 | — | — | — | |
| Shaker Financial Services, Llc | 1.78% | 383,715 | $5,391,196 | — | — | — | |
| Cohen & Steers, Inc. | 0.01% | 355,617 | $5,171,000 | — | — | — | |
| Cypress Capital Management Llc (Wy) | 4.08% | 336,048 | $4,886,138 | — | — | — | |
| Cetera Investment Advisers | 0.00% | 312,073 | $4,537,537 | — | — | — | |
| Corecap Advisors, Llc | 0.12% | 308,271 | $4,331,208 | — | — | — | |
| Private Advisor Group, Llc | 0.02% | 239,016 | $3,475,301 | — | — | — | |
| C2C Wealth Management, Llc | 2.50% | 228,594 | $3,211,746 | — | — | — | |
| Steward Partners Investment Advisory, Llc | 0.02% | 215,086 | $3,127,356 | — | — | — | |
| Janney Montgomery Scott Llc | 0.01% | 202,540 | $2,945,000 | — | — | — | |
| Aptus Capital Advisors, Llc | 0.02% | 161,418 | $2,347,018 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.00% | 166,462 | $2,338,790 | — | — | — | |
| Guardian Wealth Advisors, Llc / Nc | 0.13% | 159,918 | $2,325,208 | — | — | — | |
| Merit Financial Group, Llc | 0.01% | 144,572 | $2,102,072 | — | — | — | |
| Parsons Capital Management Inc/Ri | 0.09% | 142,326 | $1,999,675 | — | — | — | |
| Kestra Advisory Services, Llc | 0.00% | 122,275 | $1,717,960 | — | — | — | |
| Pmg Family Office Llc | 1.56% | 119,669 | $1,681,349 | — | — | — | |
| Pointe Capital Management Llc | 0.71% | 109,577 | $1,593,256 | — | — | — | |
| Goldman Sachs Group Inc | 0.00% | 100,075 | $1,455,091 | — | — | — | |
| Harbour Investments, Inc. | 0.02% | 93,887 | $1,365,111 | — | — | — | |
| S Harris Financial Group, Llc | 0.97% | 86,020 | $1,250,736 | — | — | — | |
| Fifth Third Bancorp | 0.00% | 83,277 | $1,210,847 | — | — | — | |
| Kingsview Wealth Management, Llc | 0.01% | 81,805 | $1,189,445 | — | — | — | |
| Smith, Moore & Co. | 0.07% | 79,439 | $1,155,049 | — | — | — | |
| Sanctuary Advisors, Llc | 0.01% | 74,401 | $1,081,795 | — | — | — | |
| Independent Financial Group, Llc | 0.02% | 76,650 | $1,076,933 | — | — | — | |
| David J Yvars Group | 0.46% | 71,283 | $1,002,076 | — | — | — | |
| Ameritas Advisory Services, Llc | 0.02% | 62,297 | $905,805 | — | — | — | |
| Mercer Global Advisors Inc | 0.00% | 59,223 | $861,101 | — | — | — | |
| Creative Planning | 0.00% | 59,915 | $841,803 | — | — | — |
Frequently asked questions about XETYX
Who are the largest institutional holders of XETYX?
The largest institutional holders of XETYX reported in the latest SEC Form 13F filings include Morgan Stanley, Raymond James Financial Inc, Wells Fargo & Company/Mn, Invesco Ltd., and Ameriprise Financial Inc. InsiderSet ranks institutional holders by their latest reported XETYX position.
What is XETYX institutional ownership?
This page tracks XETYX positions reported by institutional investment managers through SEC Form 13F. EATON VANCE TAX-MGD DIV EQTY (XETYX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XETYX?
InsiderSet currently tracks 212 institutional managers reporting XETYX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XETYX shareholders.
How much XETYX stock do institutions own?
Institutional investment managers disclosed approximately $568.09M in XETYX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XETYX institutional ownership last updated?
The latest XETYX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XETYX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XETYX position after the reporting date.
Are institutions buying or selling XETYX?
Institutional buying and selling can be analyzed by comparing XETYX positions across consecutive 13F reporting periods. InsiderSet's XETYX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XETYX ownership changes.
How has XETYX institutional ownership changed over time?
InsiderSet tracks XETYX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.