GREENLEAF TRUST
Position in ETY — Eaton Vance Tax-Managed Diversified Equity Income Fund
CIK 1162170
KALAMAZOO, MI
Position in ETY
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$378,645
-$179,608 QoQ
Shares Held
27,458
-24.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ETY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026GREENLEAF TRUST holds $15,665,243 across 20 Asset Management names. ETY ranks #13 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,039 | $2,922,636 | |
| 2 | STT |
State Street Corp
|
17,196 | $2,176,324 | |
| 3 | BX |
Blackstone Inc.
|
15,738 | $1,809,711 | |
| 4 | NTRS |
Northern Trust Corp
|
12,504 | $1,745,182 | |
| 5 | AMP |
Ameriprise Financial Inc
|
2,521 | $1,120,332 | |
| 6 | KKR |
KKR & Co. Inc.
|
8,621 | $797,442 | |
| 7 | EQH |
Equitable Holdings, Inc.
|
17,559 | $651,613 | |
| 8 | PFG |
Principal Financial Group Inc
|
6,650 | $599,231 |
All Filings in ETY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $378,645 | 27,458 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $558,253 | 36,392 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $578,632 | 36,392 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $607,568 | 39,274 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $589,479 | 41,338 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $618,003 | 41,338 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $649,419 | 44,329 | Shares | Sole | 2024-10-22 | |
| No filing history on record for this holder in this stock. | ||||||