Merit Financial Group, LLC
Position in ETY — Eaton Vance Tax-Managed Diversified Equity Income Fund
CIK 1621225
ALPHARETTA, GA
Position in ETY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,102,076
+$100,044 QoQ
Shares Held
144,572
-0.4% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#36
of 210 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ETY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Merit Financial Group, LLC holds $100,844,639 across 117 Asset Management names. ETY ranks #11 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
12,854 | $12,359,888 | |
| 2 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
441,028 | $10,033,386 | |
| 3 | ARCC |
Ares Capital Corp
|
406,876 | $7,539,411 | |
| 4 | BX |
Blackstone Inc.
|
56,500 | $6,648,349 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
362,233 | $4,252,614 | |
| 6 | KKR |
KKR & Co. Inc.
|
34,227 | $3,141,350 | |
| 7 | AMP |
Ameriprise Financial Inc
|
6,529 | $2,995,239 | |
| 8 | BEN |
Franklin Resources Inc
|
81,520 | $2,712,167 |
All Filings in ETY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,102,076 | 144,572 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,002,032 | 145,180 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,269,875 | 147,971 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,077,080 | 130,634 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,024,976 | 130,897 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,800,168 | 126,239 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,656,161 | 110,780 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,459,183 | 99,603 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,598,946 | 113,804 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,540,421 | 115,301 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,382,492 | 113,412 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,297,153 | 112,405 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,461,296 | 117,279 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,368,564 | 117,272 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,288,039 | 118,604 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,233,663 | 113,597 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,286,974 | 113,590 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,634,015 | 116,966 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,779,978 | 118,271 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,680,570 | 120,471 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,695,026 | 120,471 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,439,817 | 112,750 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,123,937 | 91,750 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,117,858 | 102,650 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,171,247 | 108,650 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,034,986 | 111,050 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||