Kingsview Wealth Management, LLC
Position in ETY — Eaton Vance Tax-Managed Diversified Equity Income Fund
CIK 1791965
GRANTS PASS, OR
Position in ETY
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,189,444
+$73,144 QoQ
Shares Held
81,805
+1.1% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#46
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, 2026Kingsview Wealth Management, LLC holds $103,095,248 across 58 Asset Management names. ETY ranks #17 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
972,794 | $18,356,622 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
578,626 | $17,457,146 | |
| 3 | BLK |
BlackRock, Inc.
|
9,112 | $8,761,734 | |
| 4 | NSLR |
Neostellar Capital Corp.
|
564,301 | $7,076,334 | |
| 5 | AMP |
Ameriprise Financial Inc
|
13,090 | $6,005,167 | |
| 6 | APO |
Apollo Global Management, Inc.
|
42,344 | $5,009,718 | |
| 7 | ARES |
Ares Management Corp
|
41,769 | $4,649,307 | |
| 8 | HLNE |
Hamilton Lane INC
|
50,385 | $3,971,848 |
All Filings in ETY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,189,444 | 81,805 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,116,300 | 80,950 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,225,896 | 79,915 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,201,960 | 75,595 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,194,516 | 77,215 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $841,325 | 58,999 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $955,917 | 63,941 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $870,195 | 59,399 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $836,312 | 59,524 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $823,964 | 61,674 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $751,806 | 61,674 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $701,585 | 60,796 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,152,076 | 92,462 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,081,867 | 92,705 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,000,173 | 92,097 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $977,519 | 90,011 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $974,912 | 86,047 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,130,927 | 80,954 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $1,249,992 | 83,056 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,285,464 | 92,148 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $1,357,220 | 96,462 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,143,527 | 89,548 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,040,355 | 84,927 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $887,796 | 81,524 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $845,895 | 78,469 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $628,056 | 67,388 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||