Steward Partners Investment Advisory, LLC
Position in ETY — Eaton Vance Tax-Managed Diversified Equity Income Fund
CIK 1723397
STAMFORD, CT
Position in ETY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,127,350
+$203,236 QoQ
Shares Held
215,086
+1.4% QoQ
Ownership
0.135%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#30
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, 2026Steward Partners Investment Advisory, LLC holds $303,063,686 across 294 Asset Management names. ETY ranks #29 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
21,807 | $20,968,738 | |
| 2 | BST |
BlackRock Science & Technology Trust
|
211,966 | $10,748,795 | |
| 3 | GDV |
Gabelli Dividend & Income Trust
|
365,524 | $10,746,405 | |
| 4 | BX |
Blackstone Inc.
|
90,124 | $10,604,891 | |
| 5 | ARCC |
Ares Capital Corp
|
406,494 | $7,532,333 | |
| 6 | BSTZ |
BlackRock Science & Technology Term Trust
|
243,765 | $7,320,262 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
225,504 | $6,803,455 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
437,539 | $6,510,580 |
All Filings in ETY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,127,350 | 215,086 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,924,114 | 212,046 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,273,402 | 213,390 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,207,936 | 201,757 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,037,147 | 196,325 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,632,424 | 184,602 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,701,659 | 180,713 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,602,557 | 177,649 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,275,271 | 161,941 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,086,992 | 156,212 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,745,473 | 143,189 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,652,954 | 143,237 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,482,254 | 118,961 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,364,538 | 116,927 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,161,086 | 106,914 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,071,045 | 98,623 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,060,567 | 93,607 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,120,002 | 80,172 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,146,885 | 76,205 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,047,003 | 75,054 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,200,016 | 85,289 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $985,499 | 77,173 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $614,337 | 50,150 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $478,517 | 43,941 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $479,472 | 44,478 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $360,907 | 38,724 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||