Eaton Vance Tax-managed Dive (XETYX): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of XETYX (all 13F filers)
- Morgan Stanley13.2 MBank or trading desk+165 K
- Raymond James Financial2.5 MWealth adviser−44 K
- Wells Fargo2.2 MBank or trading desk+58 K
- Invesco1.6 MInvestment firm+3,699
- Ameriprise Financial1.5 MWealth adviser+1.1 M
- LPL Financial1.3 MWealth adviser+19 K
- Principal Securities1.1 MType not verified−42 K
- Guggenheim Capital944 KType not verified+91 K
- Matrix Private Capital Group839 KType not verified+33 K
- Bank of America757 KBank or trading desk−61 K
- Shares
- 13.2 M
- Change
- +165 K
See more
- Type
- Bank or trading desk
- Value
- $192M
- Shares
- 2.5 M
- Change
- −44 K
See more
- Type
- Wealth adviser
- Value
- $35.7M
- Shares
- 2.2 M
- Change
- +58 K
See more
- Type
- Bank or trading desk
- Value
- $32.3M
- Shares
- 1.6 M
- Change
- +3,699
See more
- Type
- Investment firm
- Value
- $23.2M
- Shares
- 1.5 M
- Change
- +1.1 M
See more
- Type
- Wealth adviser
- Value
- $22.1M
- Shares
- 1.3 M
- Change
- +19 K
See more
- Type
- Wealth adviser
- Value
- $19.0M
- Shares
- 1.1 M
- Change
- −42 K
See more
- Type
- Type not verified
- Value
- $15.7M
- Shares
- 944 K
- Change
- +91 K
See more
- Type
- Type not verified
- Value
- $13.7M
- Matrix Private Capital Group
- Shares
- 839 K
- Change
- +33 K
See more
- Type
- Type not verified
- Value
- $12.2M
- Shares
- 757 K
- Change
- −61 K
See more
- Type
- Bank or trading desk
- Value
- $11.0M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.
No recent filings.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗