Beacon Pointe Advisors, LLC
Position in ETY — Eaton Vance Tax-Managed Diversified Equity Income Fund
CIK 1744317
NEWPORT BEACH, CA
Position in ETY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$600,733
+$91,445 QoQ
Shares Held
43,563
+31.2% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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, 2026Beacon Pointe Advisors, LLC holds $197,051,194 across 76 Asset Management names. ETY ranks #38 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
1,556,314 | $55,155,768 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
1,323,625 | $32,283,213 | |
| 3 | EDD |
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
|
2,245,480 | $11,384,583 | |
| 4 | BX |
Blackstone Inc.
|
71,148 | $8,181,308 | |
| 5 | ARCC |
Ares Capital Corp
|
435,062 | $7,839,817 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
299,092 | $7,085,489 | |
| 7 | CEF |
Sprott Physical Gold & Silver Trust
|
141,335 | $6,744,506 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
133,404 | $5,398,859 |
All Filings in ETY
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $600,733 | 43,563 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $509,288 | 33,200 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $527,880 | 33,200 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $339,071 | 21,918 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $312,550 | 21,918 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $327,674 | 21,918 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $442,430 | 30,200 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $424,310 | 30,200 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $336,672 | 25,200 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $307,188 | 25,200 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $290,808 | 25,200 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $289,072 | 23,200 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $322,092 | 27,600 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $251,952 | 23,200 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $251,952 | 23,200 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $262,856 | 23,200 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $282,194 | 20,200 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $183,610 | 12,200 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $142,290 | 10,200 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $287,028 | 20,400 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||