EATON VANCE TAX-MGD DIV EQTY (XETYX) Institutional Shareholders
EATON VANCE TAX-MGD DIV EQTY (XETYX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $504.56M in XETYX holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of XETYX tracked by InsiderSet, reporting ownership valued at approximately $179.87M in its March 31, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% 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
204
Total Reported Value
$504.56M
Largest Holder
Morgan Stanley
Largest Position
$179.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
128
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% | 13,043,773 | $179,873,648 | — | — | — | |
| Raymond James Financial Inc | 0.01% | 2,500,782 | $34,485,791 | — | — | — | |
| Wells Fargo & Company/Mn | 0.01% | 2,164,535 | $29,848,931 | — | — | — | |
| Invesco Ltd. | 0.00% | 1,592,347 | $21,958,465 | — | — | — | |
| Lpl Financial Llc | 0.00% | 1,286,095 | $17,735,253 | — | — | — | |
| Principal Securities, Inc. | 0.23% | 1,120,472 | $15,451,305 | — | — | — | |
| Guggenheim Capital Llc | 0.09% | 853,436 | $11,768,882 | — | — | — | |
| Bank Of America Corp | 0.00% | 817,971 | $11,279,824 | — | — | — | |
| Matrix Private Capital Group | Richard S. Fuld | 5.36% | 805,721 | $11,110,886 | — | — | — |
| Rfg Advisory, Llc | 0.15% | 642,216 | $9,337,820 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 637,446 | $8,790,000 | — | — | — | |
| Osaic Holdings, Inc. | 0.01% | 600,715 | $8,284,219 | — | — | — | |
| Baird Financial Group, Inc. | 0.01% | 537,761 | $7,415,724 | — | — | — | |
| Ubs Group Ag | 0.00% | 521,091 | $7,185,845 | — | — | — | |
| Pathway Financial Advisers, Llc | 1.64% | 446,419 | $6,490,925 | — | — | — | |
| Iht Wealth Management, Llc | 0.14% | 445,405 | $6,142,141 | — | — | — | |
| Stifel Financial Corp | 0.01% | 438,048 | $6,040,681 | — | — | — | |
| Ameriprise Financial Inc | 0.00% | 415,438 | $5,728,888 | — | — | — | |
| Cypress Capital Management Llc (Wy) | 4.62% | 362,177 | $4,994,421 | — | — | — | |
| Rockefeller Capital Management L.P. | 0.01% | 323,630 | $4,462,859 | — | — | — | |
| Corecap Advisors, Llc | 0.13% | 298,720 | $4,343,389 | — | — | — | |
| Cetera Investment Advisers | 0.00% | 306,604 | $4,228,070 | — | — | — | |
| Hightower Advisors, Llc | 0.00% | 289,406 | $3,990,928 | — | — | — | |
| Private Advisor Group, Llc | 0.02% | 239,016 | $3,475,301 | — | — | — | |
| C2C Wealth Management, Llc | 2.62% | 230,094 | $3,345,567 | — | — | — | |
| Advisors Asset Management, Inc. | 0.06% | 240,246 | $3,312,992 | — | — | — | |
| Steward Partners Investment Advisory, Llc | 0.01% | 212,046 | $2,924,114 | — | — | — | |
| Wolverine Asset Management Llc | 0.04% | 197,451 | $2,722,849 | — | — | — | |
| Commonwealth Equity Services, Llc | 0.00% | 176,713 | $2,569,410 | — | — | — | |
| Heron Bay Capital Management | 0.23% | 179,813 | $2,479,621 | — | — | — | |
| Shaker Financial Services, Llc | 0.72% | 158,702 | $2,307,528 | — | — | — | |
| Aptus Capital Advisors, Llc | 0.02% | 165,727 | $2,285,375 | — | — | — | |
| Guardian Wealth Advisors, Llc / Nc | 0.14% | 164,227 | $2,264,690 | — | — | — | |
| Merit Financial Group, Llc | 0.01% | 144,572 | $2,102,072 | — | — | — | |
| Parsons Capital Management Inc/Ri | 0.09% | 143,480 | $2,086,197 | — | — | — | |
| Readystate Asset Management Lp | 0.11% | 137,917 | $1,901,875 | — | — | — | |
| Pmg Family Office Llc | 1.57% | 117,115 | $1,702,852 | — | — | — | |
| Pointe Capital Management Llc | 0.77% | 113,351 | $1,563,116 | — | — | — | |
| Kestra Advisory Services, Llc | 0.00% | 103,223 | $1,500,864 | — | — | — | |
| Goldman Sachs Group Inc | 0.00% | 100,060 | $1,379,827 | — | — | — | |
| Harbour Investments, Inc. | 0.02% | 93,432 | $1,288,429 | — | — | — | |
| S Harris Financial Group, Llc | 0.97% | 86,020 | $1,250,736 | — | — | — | |
| Kingsview Wealth Management, Llc | 0.02% | 80,950 | $1,116,301 | — | — | — | |
| Fifth Third Bancorp | 0.00% | 78,506 | $1,082,598 | — | — | — | |
| Smith, Moore & Co. | 0.08% | 77,851 | $1,073,568 | — | — | — | |
| Sanctuary Advisors, Llc | 0.01% | 72,395 | $998,328 | — | — | — | |
| David J Yvars Group | 0.44% | 62,104 | $899,171 | — | — | — | |
| Mercer Global Advisors Inc | 0.00% | 64,785 | $893,389 | — | — | — | |
| Gladstone Institutional Advisory Llc | 0.03% | 56,870 | $826,883 | — | — | — | |
| Truist Financial Corp | 0.00% | 56,609 | $823,101 | — | — | — |
Frequently asked questions about XETYX
Who owns the most XETYX stock?
The largest holders of XETYX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for EATON VANCE TAX-MGD DIV EQTY (XETYX).
Is XETYX widely held by superinvestors?
Many widely followed stocks like XETYX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XETYX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.