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 Mar 31, 2026
· filed May 8, 2026
Position Value
$2,924,114
-$349,288 QoQ
Shares Held
212,046
-0.6% QoQ
Ownership
0.133%
of shares outstanding
% of Portfolio
0.03%
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, 2026Steward Partners Investment Advisory, LLC holds $273,989,351 across 295 Asset Management names. ETY ranks #28 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
22,180 | $21,330,727 | |
| 2 | GDV |
Gabelli Dividend & Income Trust
|
358,691 | $9,659,548 | |
| 3 | BX |
Blackstone Inc.
|
82,329 | $9,467,011 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
230,444 | $8,166,935 | |
| 5 | ARCC |
Ares Capital Corp
|
430,105 | $7,750,492 | |
| 6 | BST |
BlackRock Science & Technology Trust
|
207,702 | $7,549,967 | |
| 7 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
111,030 | $5,864,604 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
423,531 | $5,789,668 |
All Filings in ETY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2021-05-17 | |
| 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. | ||||||