Shaker Financial Services, LLC
Position in ETY — Eaton Vance Tax-Managed Diversified Equity Income Fund
CIK 1511794
Arlington, VA
Position in ETY
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,082,152
+$1,873,331 QoQ
Shares Held
368,539
+76.2% QoQ
Ownership
0.231%
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 99.51131359231995.ToString("F0")%
Shared 0.ToString("F0")%
None 0.48868640768005556.ToString("F0")%
Common Shares in ETY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Shaker Financial Services, LLC holds $279,636,077 across 140 Asset Management names. ETY ranks #11 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSQ |
Calamos Strategic Total Return Fund
|
612,583 | $10,487,420 | |
| 2 | JCE |
Nuveen Core Equity Alpha Fund
|
615,664 | $9,099,513 | |
| 3 | ASG |
Liberty All Star Growth Fund Inc.
|
1,833,807 | $8,710,583 | |
| 4 | ETG |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
|
398,083 | $8,009,429 | |
| 5 | FFA |
First Trust Enhanced Equity Income Fund
|
334,855 | $6,831,042 | |
| 6 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
468,608 | $6,757,327 | |
| 7 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
407,322 | $6,545,664 | |
| 8 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
275,672 | $5,640,249 |
All Filings in ETY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,082,152 | 368,539 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,208,821 | 209,180 | Shares | Sole | 2026-01-26 | |
| 2024-12-31 | $1,504,463 | 100,633 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,084,118 | 210,520 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,673,771 | 190,304 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,127,904 | 84,424 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,789,223 | 146,778 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $886,687 | 76,836 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $199,360 | 16,000 | Shares | Sole | 2023-08-07 | |
| 2022-06-30 | $711,546 | 62,802 | Shares | Sole | 2022-08-01 | |
| 2021-03-31 | $2,127,801 | 166,625 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $638,972 | 52,161 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $982,898 | 91,178 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $442,234 | 47,450 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||