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Disclosery

ETY EATON VANCE TAX-MANAGED DIVE

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COM (common), issuer CIK 1340736

207 managers (210 13F filers) reported a position in ETY shares at 2026-06-30, 39,105,416 shares in all. 21 filers opened a position and 18 filers sold out during the quarter.

Managers
207
13F filers
210
New
21
Added
70
Reduced
53
Sold out
18
Shares held by filers
39,105,416

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY13,208,628$192M0.01%+164,85513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,457,160$35.7M0.01%-43,62213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,222,636$32.3M0.01%+58,10113F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,596,046$23.2M<0.01%+3,69913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,521,638$22.1M<0.01%+1,106,20013F-HRTimelineGroup
LPL Financial LLC1,305,315$19M<0.01%+19,22013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,078,833$15.7M0.19%-41,63913F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC944,121$13.7M0.09%+90,68513F-HRTimelineGroup
MATRIX PRIVATE CAPITAL GROUP LLC838,609$12.2M5.3%+32,88813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/756,515$11M<0.01%-61,45613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.692,131$10.1M0.01%+91,41613F-HRTimelineGroup
RFG Advisory, LLC642,216$9.34M0.15%+16,14113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.634,045$9.22M0.01%+96,28413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA525,102$7.63M<0.01%-112,34413F-HRTimelineGroup
UBS Group AGin group UBS Group AG497,889$7.24M<0.01%-23,20213F-HRTimelineGroup
IHT Wealth Management, LLC481,281$7M0.15%+35,87613F-HRTimeline
Pathway Financial Advisers, LLC446,419$6.49M1.64%+6,19013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP417,788$6.07M0.01%-20,26013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…375,555$5.46M0.01%+51,92513F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.355,617$5.17M0.01%+45,00013F-HRTimelineGroup
Cambridge Investment Research Advisors,…341,464$4.96M0.01%-33,17713F-HR/ATimeline
Cypress Capital Management LLC (WY)336,048$4.89M4.08%-26,12913F-HRTimeline
Cetera Investment Advisers312,073$4.54M<0.01%+5,46913F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC301,811$4.39M0.06%+104,36013F-HRTimelineGroup
CoreCap Advisors, LLC298,720$4.34M0.13%-1,28513F-HRTimeline
HighTower Advisors, LLC286,000$4.16M<0.01%-3,40613F-HRTimeline
Private Advisor Group, LLC239,016$3.48M0.02%-27713F-HRTimeline
C2C Wealth Management, LLC230,094$3.35M2.62%013F-HRTimeline
Advisors Asset Management, Inc.219,422$3.19M0.05%-20,82413F-HRTimeline
Steward Partners Investment Advisory, L…215,086$3.13M0.02%+3,04013F-HRTimeline
Janney Montgomery Scott LLC202,540$2.94M0.01%-179,71313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC176,713$2.57M<0.01%-5,90213F-HRTimeline
Aptus Capital Advisors, LLC161,418$2.35M0.02%-4,30913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC159,918$2.33M0.13%-4,30913F-HRTimeline
Shaker Financial Services, LLC158,702$2.31M0.72%-209,83713F-HRTimeline
Merit Financial Group, LLC144,572$2.1M0.01%-60813F-HR/ATimeline
PARSONS CAPITAL MANAGEMENT INC/RI143,480$2.09M0.09%-1,47213F-HRTimeline
WEDBUSH SECURITIES INC126,302$1.84M0.05%-54913F-HRTimeline
PMG Family Office LLC117,115$1.7M1.57%+3,30313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding114,040$1.66M-1,765Timeline
Pointe Capital Management LLC109,577$1.59M0.71%-3,77413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC100,075$1.46M<0.01%+1513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.93,887$1.37M0.02%+45513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding86,705$1.26M+21,496Timeline
S Harris Financial Group, LLC86,020$1.25M0.97%+1,35613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…83,277$1.21M<0.01%+4,77113F-HRTimelineGroup
Kingsview Wealth Management, LLC81,805$1.19M0.01%+85513F-HRTimeline
SMITH, MOORE & CO.79,439$1.16M0.07%+1,58813F-HRTimeline
Sanctuary Advisors, LLC74,401$1.08M0.01%+2,00613F-HRTimeline
David J Yvars Group62,104$899K0.44%+13,81313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV59,223$861K<0.01%-5,56213F-HR/ATimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.57,480$836K0.01%-98113F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV57,204$832K0.1%013F-HRTimeline
Gladstone Institutional Advisory LLC56,870$827K0.03%+9813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP56,609$823K<0.01%+12,54313F-HRTimelineGroup
NewEdge Advisors, LLC56,470$821K<0.01%-9,96513F-HRTimeline
Mariner, LLCin group Mariner, LLC54,238$789K<0.01%+8,66313F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC53,219$774K0.02%+40,84113F-HRTimelineGroup
&PARTNERS52,218$759K<0.01%-81313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding49,789$724K-916Timeline
Corient Private Wealth LPin group Corient Private Wealth LP48,776$709K<0.01%-1,92213F-HR/ATimelineGroup
NWF Advisory Services Inc.48,150$700K0.07%+5,27913F-HRTimeline
Summit Financial, LLC46,762$680K0.01%+50413F-HRTimeline
Creative Planningin group Creative Planning46,444$675K<0.01%+1,45713F-HRTimelineGroup
Morey & Quinn Wealth Partners, LLC45,926$668K0.43%-4,94013F-HRTimeline
Integrated Wealth Concepts LLC45,818$666K<0.01%new13F-HRTimeline
WEALTH EFFECTS LLC45,709$665K0.18%+90213F-HRTimeline
CENTAURUS FINANCIAL, INC.44,937$653K0.03%-1313F-HRTimeline
Beacon Pointe Advisors, LLC44,067$641K<0.01%+50413F-HRTimeline
Ignite Planners, LLC43,212$628K0.09%-98313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…42,951$625K<0.01%-2,59813F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…42,808$622K0.04%new13F-HRTimelineGroup
Summit Investment Advisory Services, LLC42,544$619K0.16%+84413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…41,895$611K0.04%+1,62013F-HRTimeline
LaSalle St. Investment Advisors, LLC40,382$587K0.07%+40313F-HRTimeline
SHIKIAR ASSET MANAGEMENT INC39,865$580K0.15%013F-HRTimeline
ELCO Management Co., LLC39,887$580K0.25%-4,50013F-HRTimeline
Strait & Sound Wealth Management LLC36,763$535K0.19%-86313F-HRTimeline
READYSTATE ASSET MANAGEMENT LP35,193$512K0.02%-102,72413F-HRTimeline
Compound Planning, Inc.34,761$505K0.01%-1,20513F-HRTimeline
MML INVESTORS SERVICES, LLC32,379$471K<0.01%+4,73413F-HRTimeline
Allied Private Wealth LLC32,166$464K0.3%13F-HRTimeline
D.A. DAVIDSON & CO.31,661$460K<0.01%+13,25013F-HRTimeline
EP Wealth Advisors, LLC31,250$454K<0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,710$448K<0.01%+21313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK30,743$447K<0.01%013F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd30,499$443K0.01%+12,40113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC30,461$443K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners29,965$436K<0.01%+28,96513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,238$425K<0.01%new13F-HRTimelineGroup
Formidable Asset Management, LLC30,755$424K0.07%-49713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC28,988$421K<0.01%+30013F-HRTimelineGroup
GREENLEAF TRUST27,458$399K<0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth25,316$368K<0.01%-12,89313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS25,087$365K<0.01%-2,46513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…24,796$361K<0.01%+6113F-HRTimelineGroup
Modern Wealth Management, LLC23,310$339K<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC22,543$328K<0.01%+1,24613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,513$327K<0.01%-15,58213F-HRTimelineGroup
Seek First Inc.22,259$324K0.2%+613F-HRTimeline
Onyx Bridge Wealth Group LLC21,929$319K0.03%+41713F-HRTimeline
Fiduciary Alliance LLC21,550$313K0.02%-40013F-HRTimeline
Burford Brothers, Inc.21,400$311K0.11%013F-HRTimeline
Advisory Advocates, LLC21,241$309K0.26%+35013F-HRTimeline
M Holdings Securities, Inc.21,481$308K0.04%-4,12513F-HRTimeline
Waverly Advisors, LLC20,985$305K<0.01%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC20,709$301K0.01%013F-HRTimelineGroup
Mendel Capital Management LLC20,188$294K0.13%013F-HRTimeline
J.W. COLE ADVISORS, INC.19,889$289K<0.01%new13F-HRTimeline
Procyon Advisors, LLC19,476$283K0.01%013F-HRTimeline
Integrity Advisory Solutions, LLC19,420$282K0.03%new13F-HRTimeline
Syverson Strege & Co19,149$278K0.06%+1,48413F-HRTimeline
WEALTH ALLIANCE, LLC19,077$277K0.02%+15713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…18,736$272K<0.01%-2,99613F-HRTimelineGroup
Cypress Capital Groupin group Cypress Capital Group18,620$271K0.03%-11,77513F-HRTimelineGroup
MONOGRAPH WEALTH ADVISORS, LLC18,000$262K0.02%013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC17,539$255K<0.01%-8,61313F-HRTimeline
Piedmont Capital Management, LLC/NC17,120$249K0.15%013F-HRTimeline
Exchange Bank16,659$242K0.15%013F-HRTimeline
Capital Wealth Alliance, LLC16,470$239K0.11%013F-HRTimeline
Blue Chip Partners, LLC15,447$225K0.01%013F-HRTimeline
MGO ONE SEVEN LLC15,291$222K<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS15,290$222K0.02%new13F-HRTimeline
Geneos Wealth Management Inc.15,215$221K<0.01%013F-HRTimeline
Quantum Private Wealth, LLC15,000$218K0.06%013F-HRTimeline
Brand Asset Management Group, Inc.14,667$213K0.05%-21,99213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP14,499$211K<0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,393$209K<0.01%+9413F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,169$206K<0.01%013F-HRTimelineGroup
Dynamic Advisor Solutions LLC14,113$205K0.01%+3,41013F-HRTimeline
Confluence Wealth Services, Inc.13,853$201K0.01%-44013F-HRTimeline
Strategic Financial Concepts, LLC13,600$198K0.06%+30013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC13,385$195K<0.01%new13F-HRTimelineGroup
CVFG LLC13,301$193K0.02%+5913F-HRTimeline
Kapstone Financial Advisors LLC13,266$193K0.08%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,156$191K<0.01%+2513F-HRTimelineGroup
Garden State Investment Advisory Servic…13,155$191K0.04%+6713F-HRTimeline
Milestone Asset Management Group, LLC12,840$187K0.09%013F-HRTimeline
HUB Investment Partners, LLC12,704$185K<0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,673$184K<0.01%-71013F-HRTimelineGroup
HOWARD FINANCIAL SERVICES, LTD.12,500$182K0.02%new13F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC12,353$180K0.07%+9713F-HRTimeline
Harbour Wealth Management Group, Inc.12,257$178K0.12%+3713F-HRTimeline
World Investment Advisors12,852$177K<0.01%-8,90113F-HRTimeline
Arlington Capital Management, Inc.12,006$175K0.11%new13F-HRTimeline
MAI Capital Management11,861$172K<0.01%+50813F-HRTimeline
Mutual Advisors, LLC11,459$167K<0.01%+10913F-HRTimeline
Chicago Partners Investment Group LLC11,589$164K<0.01%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…10,898$158K<0.01%+4313F-HRTimelineGroup
Opus Financial Solutions LLC10,675$155K0.13%013F-HRTimeline
Uncommon Cents Investing LLC10,384$151K0.03%013F-HRTimeline
Krilogy Financial LLC10,364$151K<0.01%013F-HRTimeline
MANCHESTER FINANCIAL INC10,356$151K0.03%new13F-HRTimeline
Convergence Financial, LLC10,324$150K0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,294$150K<0.01%+11413F-HRTimelineGroup
Retirement Planning Group, LLC10,139$147K<0.01%013F-HRTimeline
WealthCare Investment Partners, LLC10,135$147K0.04%+13513F-HRTimeline
Institute for Wealth Management, LLC.7,215$105K0.01%new13F-HRTimeline
Millstone Evans Group, LLC6,322$91.9K0.05%013F-HRTimeline
CITY HOLDING CO6,000$87.2K0.01%013F-HRTimeline
Global Retirement Partners, LLC5,728$83.3K<0.01%13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,511$80.1K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC5,477$79.6K<0.01%+10113F-HRTimeline
Parallel Advisors, LLC5,000$72.7K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC4,992$72.6K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC4,983$72.5K0.01%013F-HRTimeline
WEBSTER BANK, N. A.4,825$70.2K0.01%013F-HRTimeline
CNB Bank4,590$66.7K0.03%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,983$57.9K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA3,970$57.7K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC3,878$56.4K0.01%+7713F-HRTimeline
Allworth Financial LP3,863$56.2K<0.01%-2,45413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,679$53.5K<0.01%-3,93413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,492$50.1K<0.01%013F-HRTimelineGroup
Twin Lakes Capital Management, LLC3,440$50K0.02%+6813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,377$49.1K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.3,250$47.3K0.01%013F-HRTimeline
Bogart Wealth, LLC3,231$47K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC3,190$46.4K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC2,839$41.3K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…2,437$35.4K0.02%013F-HRTimeline
EASTERN BANK2,344$34.1K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,300$33.4K<0.01%-1,40013F-HRTimeline
Hughes Financial Services, LLC2,121$30.8K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC2,000$29.1K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,000$29.1K<0.01%new13F-HRTimeline
Walsh & Associates, LLC2,000$29.1K0.02%013F-HRTimeline
Vermillion Wealth Management, Inc.1,980$28.8K0.01%+17513F-HRTimeline
MCF Advisors LLC1,744$25.4K<0.01%013F-HRTimeline
Key Financial Inc1,599$23.2K<0.01%013F-HRTimeline
Larson Financial Group LLC1,375$20K<0.01%new13F-HRTimeline
TD Capital Management LLC1,302$18.9K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.1,000$14.5K<0.01%013F-HRTimeline
IFG Advisory, LLC1,000$14.5K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,000$14.5K<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC992$14.5K<0.01%013F-HRTimeline
CoreFirst Bank & Trust625$9.09K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc618$8.99K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC549$7.98K<0.01%013F-HRTimeline
Dunhill Financial, LLC533$7.75K<0.01%013F-HRTimeline