XETYX

Eaton Vance Tax-MGD Div Eqty$15.80 0.19%
UnclassifiedUSCUSIP 27828N102· EOD Aug 26, 2026◍ Confluence graph
Tracked 13F Holders
197
-55 QoQ
13F Value (tracked)
$486.7M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)29 adding · 16 trimming
Insider net (180d)$0

Price & smart-money activity

$15.80 0.19%5Y +11.1%
$10.35$11.90$13.44$14.98$16.5320212022202320242025202611611102091312141019119191515161318142111171424132624301739213621393348294027
Hover for who · click for detailEnd-of-day closing prices52w $14.18 – $16.19

Who owns XETYX?

197 tracked 13F filers

197 tracked 13F filers disclose a position in XETYX as of the latest SEC 13F filings, a combined $486.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$179.9M
13.0M
+0.4%
Added · +56K sh
Q1 2026
2RAYMOND JAMES FINANCIAL INC
$34.5M
2.5M
+0.7%
Added · +16K sh
Q1 2026
3WELLS FARGO & COMPANY/MN
$29.8M
2.2M
+6.2%
Added · +126K sh
Q1 2026
4LPL Financial LLC
$17.7M
1.3M
+3.9%
Added · +48K sh
Q1 2026
5PRINCIPAL SECURITIES, INC.
$15.7M
1.1M
−3.7%
Reduced · −42K sh
Q2 2026
6GUGGENHEIM CAPITAL LLC
$11.8M
853K
−5.7%
Reduced · −51K sh
Q1 2026
7MATRIX PRIVATE CAPITAL GROUP LLC
$12.2M
839K
+4.1%
Added · +33K sh
Q2 2026
8BANK OF AMERICA CORP /DE/
$11.3M
818K
−3.1%
Reduced · −27K sh
Q1 2026
9RFG Advisory, LLC
$9.3M
642K
+2.6%
Added · +16K sh
Q2 2026
10ROYAL BANK OF CANADA
$8.8M
637K
−5.2%
Reduced · −35K sh
Q1 2026
11OSAIC HOLDINGS, INC.
$8.3M
601K
+9.5%
Added · +52K sh
Q1 2026
12Baird Financial Group, Inc.
$7.4M
538K
+4.2%
Added · +22K sh
Q1 2026
13UBS Group AG
$7.2M
521K
−3.5%
Reduced · −19K sh
Q1 2026
14Advisors Asset Management, Inc.
$7.3M
486K
+121%
Added · +266K sh
Q3 2026
15IHT Wealth Management, LLC
$7.0M
481K
+8.1%
Added · +36K sh
Q2 2026
16Pathway Financial Advisers, LLC
$6.5M
446K
+1.4%
Added · +6K sh
Q2 2026
17STIFEL FINANCIAL CORP
$6.0M
438K
+5.9%
Added · +24K sh
Q1 2026
18AMERIPRISE FINANCIAL INC
$5.7M
415K
−1.8%
Reduced · −8K sh
Q1 2026
19Cypress Capital Management LLC
$4.9M
336K
−7.2%
Reduced · −26K sh
Q2 2026
20Rockefeller Capital Management L.P.
$4.5M
324K
+6.9%
Added · +21K sh
Q1 2026
21Cetera Investment Advisers
$4.2M
307K
+19%
Added · +48K sh
Q1 2026
22CoreCap Advisors, LLC
$4.1M
300K
+2.0%
Added · +6K sh
Q1 2026
23HighTower Advisors, LLC
$4.0M
289K
+1.4%
Added · +4K sh
Q1 2026
24Private Advisor Group, LLC
$3.5M
239K
−0.1%
Reduced · −277 sh
Q2 2026
25C2C Wealth Management, LLC
$3.3M
230K
Held
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is XETYX being bought or sold by institutions?

Last quarter, 4 funds opened a new position in XETYX and 25 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
4
funds
Added
25
funds
Reduced
16
funds
Exited
0
funds

Funds that own XETYX also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA100 funds$9.2B
AMAZON.COM INCAMZN100 funds$5.8B
APPLE INCAAPL99 funds$10.1B
MICROSOFT CORPMSFT99 funds$8.7B
ALPHABET INC-CL CGOOG95 funds$4.7B
ALPHABET INC-CL AGOOGL95 funds$3.8B
JPMORGAN CHASE & COJPM94 funds$2.8B
BERKSHIRE HATHAWAY INC-CL BBRK/B94 funds$2.5B
CHEVRON CORPCVX94 funds$940.1M
BROADCOM INCAVGO93 funds$4.1B
META PLATFORMS INC-CLASS AMETA93 funds$2.6B
TESLA INCTSLA93 funds$1.9B

Ranked by how many of XETYX's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

131 funds-7 since Q3 2024
093186Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $114.5M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in XETYX

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/XETYX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for XETYX.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for XETYX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.