EATON VANCE TAX-MANAGED DIVE

$ETY
13F holders
206
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 206 · Source: 13F-HR
01
Banyan Capital Management, Inc.
02
State Farm Mutual Automobile Insurance Co.
03
Bahl & Gaynor Inc.
04
Sheaff Brock Investment Advisors, LLC
05
Taconic Capital Advisors LP
06
Tang Capital Management LLC
07
Linden Advisors LP
08
PMC FIG Opportunities LLC
09
Sofinnova Investments, Inc.
10
Menlo Advisors LLC

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 206 13F holders · Pro →

Smart Money · top-200 alpha cohort

6 holders · Q1 2026

$ETY is held by 6 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.01% to 0.29%, with an average of 0.13% of portfolio. Largest holder: ELCO Management Co., LLC at 0.29%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $ETY in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $ETY in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $ETY lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $ETY — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 08:51 UTC.