13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
XETYX

EATON VANCE TAX-MANAGED DIVE

215 institutions still hold EATON VANCE TAX-MANAGED DIVE as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 27828N102·Exchange Traded Fund·215 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$409M
visible holders
Holders
215
filers reporting
Concentration
43.98%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

215 institutions reported XETYX in Q1 2026. MORGAN STANLEY leads at 44.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$180M13.0M0.01%Q1 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$34M2.5M0.01%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$30M2.2M0.01%Q1 202604
Invesco Ltd.
CIK 0000914208
$22M1.6M0.00%Q1 202605
LPL Financial LLC
CIK 0001403438
$18M1.3M0.00%Q1 202606
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$15M1.1M0.23%Q1 202607
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$12M853K0.09%Q1 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$11M818K0.00%Q1 202609
MATRIX PRIVATE CAPITAL GROUP LLC
CIK 0001906866
$11M806K5.36%Q1 202610
RFG Advisory, LLC
CIK 0001633387
$9M642K0.15%Q2 202611
ROYAL BANK OF CANADA
CIK 0001000275
$9M637K0.00%Q1 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$8M601K0.01%Q1 202613
Baird Financial Group, Inc.
CIK 0001648711
$7M538K0.01%Q1 202614
UBS Group AG
CIK 0001610520
$7M521K0.00%Q1 202615
IHT Wealth Management, LLC
CIK 0001697490
$6M445K0.14%Q1 202616
Pathway Financial Advisers, LLC
CIK 0002024152
$6M440K1.72%Q1 202617
STIFEL FINANCIAL CORP
CIK 0000720672
$6M438K0.01%Q1 202618
AMERIPRISE FINANCIAL INC
CIK 0000820027
$6M415K0.00%Q1 202619
Janney Montgomery Scott LLC
CIK 0001329948
$5M382K0.01%Q1 202620
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$5M375K0.01%Q1 2026
Page 1 of 11
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