XETYX

Eaton Vance Tax-mgd Div Eqty

Latest period2026 - Q2Total superinvestors13

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 13 superinvestors own shares of Eaton Vance Tax-mgd Div Eqty (XETYX), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Eaton Vance Tax-mgd Div Eqty (XETYX), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Eaton Vance Tax-mgd Div Eqty (XETYX) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Eaton Vance Tax-mgd Div Eqty (XETYX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Craig Rumler@Corecap Advisors, Llc
Recent Activity
Decreased -0.42%
0.13%
$4.343M
298,720 shares@ 14.55 avg price
Kevin Groman@C2c Wealth Management, Llc
Recent Activity
2.63%
$3.346M
230,094 shares@ 14.55 avg price
David J. Yvars@David J Yvars Group
Recent Activity
Increased 28.61%
0.43%
$899,171
62,104 shares@ 14.48 avg price
Alex Lee@Allied Private Wealth Llc
Recent Activity
New Position
0.3%
$464,162
32,166 shares@ 14.44 avg price
Todd Smallwood@Procyon Advisors, Llc
Recent Activity
0.02%
$283,181
19,476 shares@ 14.54 avg price
RENEE PILKENTON@Exchange Bank
Recent Activity
0.16%
$242,222
16,659 shares@ 14.55 avg price
James Cannon@Dynamic Advisor Solutions Llc
Recent Activity
Increased 31.87%
0.01%
$205,203
14,113 shares@ 14.54 avg price
John Howard@Howard Financial Services, Ltd.
Recent Activity
New Position
0.02%
$181,750
12,500 shares@ 14.54 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 1.12%
0.01%
$149,678
10,294 shares@ 14.55 avg price
Sabrina Amiri@Eastern Bank
Recent Activity
0.01%
$34,082
2,344 shares@ 14.55 avg price

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