LPL Financial LLC
Position in ETY — Eaton Vance Tax-Managed Diversified Equity Income Fund
CIK 1403438
FORT MILL, SC
Position in ETY
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$17,735,250
-$1,255,240 QoQ
Shares Held
1,286,095
+3.9% QoQ
Ownership
0.807%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ETY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $3,126,810,510 across 416 Asset Management names. ETY ranks #35 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
218,728 | $210,352,904 | |
| 2 | BX |
Blackstone Inc.
|
1,469,080 | $168,929,509 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
5,778,813 | $95,986,083 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,288,936 | $90,493,694 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
2,361,598 | $83,695,033 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
3,183,953 | $77,656,613 | |
| 7 | ARCC |
Ares Capital Corp
|
4,038,185 | $72,768,093 | |
| 8 | PFG |
Principal Financial Group Inc
|
728,464 | $65,641,891 |
All Filings in ETY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,735,250 | 1,286,095 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $18,990,490 | 1,237,972 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $18,893,683 | 1,188,282 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $18,174,295 | 1,174,809 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $16,144,316 | 1,132,140 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $9,714,330 | 649,788 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $9,193,739 | 627,559 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $12,780,231 | 909,625 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $11,591,763 | 867,647 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $10,624,938 | 871,611 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,350,052 | 896,885 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,248,736 | 822,531 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,517,774 | 472,817 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,347,626 | 492,415 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,332,835 | 491,053 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,413,904 | 477,838 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,756,548 | 412,065 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,905,785 | 392,411 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,863,793 | 348,659 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,485,051 | 318,767 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,761,007 | 294,519 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,438,072 | 280,659 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,873,925 | 263,905 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,864,148 | 265,691 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,371,753 | 254,480 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||