MERCER GLOBAL ADVISORS INC /ADV
Position in ETY — Eaton Vance Tax-Managed Diversified Equity Income Fund
CIK 853758
DENVER, CO
Position in ETY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$893,385
-$148,507 QoQ
Shares Held
64,785
-4.6% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 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, 2026MERCER GLOBAL ADVISORS INC /ADV holds $329,646,154 across 120 Asset Management names. ETY ranks #38 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
731,819 | $105,960,073 | |
| 2 | STT |
State Street Corp
|
227,105 | $28,742,408 | |
| 3 | BLK |
BlackRock, Inc.
|
27,144 | $26,104,656 | |
| 4 | AMP |
Ameriprise Financial Inc
|
37,529 | $16,677,887 | |
| 5 | BX |
Blackstone Inc.
|
136,046 | $15,643,929 | |
| 6 | NTRS |
Northern Trust Corp
|
70,736 | $9,872,623 | |
| 7 | FHI |
Federated Hermes, Inc.
|
168,944 | $9,580,814 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
256,480 | $9,089,651 |
All Filings in ETY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $893,385 | 64,785 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,041,892 | 67,920 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,532,585 | 96,389 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $384,599 | 24,861 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $355,801 | 24,951 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $259,457 | 17,355 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $308,455 | 21,055 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $275,351 | 19,598 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $258,983 | 19,385 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $222,260 | 18,233 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $212,082 | 18,378 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $263,927 | 21,182 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $286,230 | 24,527 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $209,489 | 19,290 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $124,455 | 11,460 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||