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 Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,116,300

-$109,596 QoQ

Shares Held

80,950

+1.3% QoQ

Ownership

0.051%

of shares outstanding

% of Portfolio

0.04%

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")%

Financial Services · as of Mar 31, 2026

Kingsview Wealth Management, LLC holds $107,835,425 across 61 Asset Management names. ETY ranks #19 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSLV	Sprott Physical Silver Trust	942,093	$22,977,648
2	PHYS	Sprott Physical Gold Trust	536,503	$19,013,666
3	BLK	BlackRock, Inc.	8,985	$8,640,964
4	AMP	Ameriprise Financial Inc	16,917	$7,517,914
5	APO	Apollo Global Management, Inc.	64,922	$7,233,609
6	JHG	Janus Henderson Group Ltd.	103,329	$5,308,009
7	ARES	Ares Management Corp	26,304	$2,869,765
8	NSLR	Neostellar Capital Corp.	265,258	$2,840,913

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,116,300	80,950	+1.3%	Shares	Sole	2026-05-12
2025-12-31	$1,225,896	79,915	+5.7%	Shares	Sole	2026-02-09
2025-09-30	$1,201,960	75,595	-2.1%	Shares	Sole	2025-11-12
2025-06-30	$1,194,516	77,215	+30.9%	Shares	Sole	2025-08-08
2025-03-31	$841,325	58,999	-7.7%	Shares	Sole	2025-05-02
2024-12-31	$955,917	63,941	+7.6%	Shares	Sole	2025-01-28
2024-09-30	$870,195	59,399	-0.2%	Shares	Sole	2024-11-12
2024-06-30	$836,312	59,524	-3.5%	Shares	Sole	2024-08-14
2024-03-31	$823,964	61,674	0.0%	Shares	Sole	2024-05-09
2023-12-31	$751,806	61,674	+1.4%	Shares	Sole	2024-02-08
2023-09-30	$701,585	60,796	-34.2%	Shares	Sole	2023-11-07
2023-06-30	$1,152,076	92,462	-0.3%	Shares	Sole	2023-08-10
2023-03-31	$1,081,867	92,705	+0.7%	Shares	Sole	2023-05-15
2022-12-31	$1,000,173	92,097	+2.3%	Shares	Sole	2023-02-13
2022-09-30	$977,519	90,011	+4.6%	Shares	Sole	2022-11-15
2022-06-30	$974,912	86,047	+6.3%	Shares	Sole	2022-08-16
2022-03-31	$1,130,927	80,954	-2.5%	Shares	Sole	2024-02-08
2021-12-31	$1,249,992	83,056	-9.9%	Shares	Sole	2022-02-17
2021-09-30	$1,285,464	92,148	-4.5%	Shares	Sole	2021-12-03
2021-06-30	$1,357,220	96,462	+7.7%	Shares	Sole	2021-08-17
2021-03-31	$1,143,527	89,548	+5.4%	Shares	Sole	2021-05-24
2020-12-31	$1,040,355	84,927	+4.2%	Shares	Sole	2021-02-16
2020-09-30	$887,796	81,524	+3.9%	Shares	Sole	2020-11-19
2020-06-30	$845,895	78,469	+16.4%	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.