PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in ETY — Eaton Vance Tax-Managed Diversified Equity Income Fund

CIK 12600 DES MOINES, IA

Position in ETY

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$15,451,308

-$1,942,058 QoQ

Shares Held

1,120,472

-1.2% QoQ

Ownership

0.703%

of shares outstanding

% of Portfolio

0.76%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

PRINCIPAL SECURITIES, INC. holds $102,825,897 across 50 Asset Management names. ETY ranks #1 (15.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund This page	1,120,472	$15,451,308
2	PFG	Principal Financial Group Inc	105,011	$9,462,541
3	ETV	Eaton Vance Tax-Managed Buy-Write Opportunities Fund	615,740	$8,417,165
4	PCN	Pimco Corporate & Income Strategy Fund	483,975	$5,759,302
5	BLK	BlackRock, Inc.	5,881	$5,655,816
6	CII	BlackRock Enhanced Large Cap Core Fund, Inc.	267,616	$5,625,288
7	BN	BROOKFIELD Corp /ON/	137,252	$5,554,588
8	PDI	PIMCO Dynamic Income Fund	278,438	$4,764,074

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$15,451,308	1,120,472	-1.2%	Shares	Sole	2026-05-13
2025-12-31	$17,393,366	1,133,857	-1.6%	Shares	Sole	2026-02-12
2025-09-30	$18,312,634	1,151,738	+1.5%	Shares	Sole	2025-11-12
2025-06-30	$17,550,390	1,134,479	+7.2%	Shares	Sole	2025-08-11
2025-03-31	$15,096,491	1,058,660	+0.3%	Shares	Sole	2025-04-30
2024-12-31	$15,776,779	1,055,303	+1.9%	Shares	Sole	2025-01-30
2024-09-30	$15,175,700	1,035,884	+2.9%	Shares	Sole	2024-10-28
2024-06-30	$14,145,062	1,006,766	+2.7%	Shares	Sole	2024-07-31
2024-03-31	$13,093,454	980,049	+6.9%	Shares	Sole	2024-05-10
2023-12-31	$11,173,951	916,649	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.