Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ- Exchange
- NYSE
- SEC CIK
- 0001395325
No open-market purchases or sales by Eaton Vance Risk-Managed Diversified Equity Income Fund insiders were filed in the last 90 days; 122 institutions reported holding it in 13F filings for Q2 2026, worth $121.0M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Eaton Vance Risk-Managed Diversified Equity Income Fund as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 122
- +4 vs. Q1 2026
- Shares held
- 14.6M
- +503.2K (+3.6%) vs. Q1 2026
- Total value
- $121.0M
- +$5.59M (+4.8%) vs. Q1 2026
- New holders
- 12
- 47 more added
- Sold out
- 8
- 28 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ETJ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 122 | $121.0M |
| Q1 2026 | 119 | $115.6M |
| Q4 2025 | 119 | $132.2M |
| Q3 2025 | 110 | $132.0M |
| Q2 2025 | 105 | $128.9M |
| Q1 2025 | 93 | $115.1M |
| Q4 2024 | 97 | $112.5M |
| Q3 2024 | 86 | $126.8M |
| Q2 2024 | 89 | $134.2M |
| Q1 2024 | 96 | $113.4M |
| Q4 2023 | 87 | $95.3M |
| Q3 2023 | 91 | $79.7M |
| Q2 2023 | 84 | $75.1M |
| Q1 2023 | 89 | $69.2M |
| Q4 2022 | 94 | $67.8M |
| Q3 2022 | 79 | $69.8M |
| Q2 2022 | 87 | $67.4M |
| Q1 2022 | 89 | $78.4M |
| Q4 2021 | 88 | $85.1M |
| Q3 2021 | 79 | $81.8M |
| Q2 2021 | 87 | $90.8M |
| Q1 2021 | 87 | $89.2M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Eaton Vance Risk-Managed Diversified Equity Income Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 2,333,233 | $19.3M | 0.00% | +94,978+4.2% | Added |
| Raymond James Financial Inc | 1,992,486 | $16.5M | 0.00% | +56,296+2.9% | Added |
| Guggenheim Capital LLC | 1,400,673 | $11.6M | 0.07% | +252,540+22.0% | Added |
| Advisor Group Holdings, Inc. | 1,260,719 | $10.4M | 0.01% | +49,995+4.1% | Added |
| Invesco Ltd. | 877,603 | $7.26M | 0.00% | −78,706−8.2% | Reduced |
| Morgan Stanley | 738,664 | $6.11M | 0.00% | +12,914+1.8% | Added |
| Advisors Asset Management, Inc. | 481,799 | $3.98M | 0.06% | −3,812−0.8% | Reduced |
| Ameriprise Financial Inc | 444,704 | $3.68M | 0.00% | +16,881+3.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 407,730 | $3.37M | 0.00% | +216,790+113.5% | Added |
| Cohen & Steers, Inc. | 221,380 | $1.83M | 0.00% | −20,000−8.3% | Reduced |
| Shaker Financial Services, LLC | 206,902 | $1.71M | 0.54% | −40,518−16.4% | Reduced |
| Colony Group, LLC | 191,837 | $1.59M | 0.00% | −33,855−15.0% | Reduced |
| Financial Alternatives, Inc | 180,120 | $1.49M | 0.73% | −8,545−4.5% | Reduced |
| Wells Fargo & Company | 176,273 | $1.46M | 0.00% | −795−0.4% | Reduced |
| Bank of America Corp | 160,363 | $1.33M | 0.00% | +409+0.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 156,301 | $1.29M | 0.01% | +7,015+4.7% | Added |
| Private Advisor Group, LLC | 150,552 | $1.25M | 0.01% | +15,595+11.6% | Added |
| IHT Wealth Management, LLC | 148,488 | $1.23M | 0.03% | −7,517−4.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 145,117 | $1.20M | 0.01% | +24,501+20.3% | Added |
| Two Sigma Investments, LP | 133,176 | $1.10M | 0.00% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 129,146 | $1.07M | 0.07% | +3,905+3.1% | Added |
| Advisory Services Network, LLC | 121,745 | $1.01M | 0.01% | +29,749+32.3% | Added |
| Royal Bank of Canada | 119,235 | $986.0K | 0.00% | +2,916+2.5% | Added |
| Creative Planning | 118,544 | $980.4K | 0.00% | −31,935−21.2% | Reduced |
| PMG Family Office LLC | 108,555 | $897.8K | 0.83% | +7,297+7.2% | Added |
| Calamos Advisors LLC | 98,648 | $815.8K | 0.00% | −35,334−26.4% | Reduced |
| UBS Group AG | 94,020 | $777.5K | 0.00% | +1,723+1.9% | Added |
| Independent Financial Group, LLC | 81,025 | $670.1K | 0.01% | −11,098−12.0% | Reduced |
| Ausdal Financial Partners, Inc. | 80,800 | $668.2K | 0.03% | −4,560−5.3% | Reduced |
| Pointe Capital Management LLC | 77,964 | $644.8K | 0.29% | −6,758−8.0% | Reduced |
| Centaurus Financial, Inc. | 74,527 | $616.0K | 0.02% | −420−0.6% | Reduced |
| SageView Advisory Group, LLC | 68,824 | $569.2K | 0.02% | +8,626+14.3% | Added |
| Janney Montgomery Scott LLC | 66,304 | $548.0K | 0.00% | +4,244+6.8% | Added |
| Cetera Investment Advisers | 61,042 | $504.8K | 0.00% | +4,467+7.9% | Added |
| Stifel Financial Corp | 53,340 | $441.1K | 0.00% | +5,388+11.2% | Added |
| Garden State Investment Advisory Services LLC | 51,645 | $427.1K | 0.08% | −1,300−2.5% | Reduced |
| WCG Wealth Advisors LLC | 51,136 | $422.9K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 50,876 | $420.7K | 0.00% | −7,436−12.8% | Reduced |
| Commonwealth Equity Services, LLC | 50,047 | $413.9K | 0.00% | +2,056+4.3% | Added |
| Rpo LLC | 41,442 | $342.7K | 1.41% | +22,000+113.2% | Added |
| HighTower Advisors, LLC | 41,189 | $340.6K | 0.00% | +40.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 39,547 | $336.1K | 0.00% | +564+1.4% | Added |
| NBC Securities, Inc. | 38,327 | $317.0K | 0.02% | +14,671+62.0% | Added |
| David J Yvars Group | 37,882 | $313.3K | 0.15% | −2,364−5.9% | Reduced |
| Baird Financial Group, Inc. | 36,296 | $300.2K | 0.00% | +1,195+3.4% | Added |
| Decision Investments, Inc | 34,307 | $283.7K | 0.26% | −136−0.4% | Reduced |
| Sigma Planning Corp | 31,054 | $256.8K | 0.01% | −567−1.8% | Reduced |
| Portfolio Strategies, Inc. | 30,921 | $255.7K | 0.03% | −1,035−3.2% | Reduced |
| Winebrenner Capital Management LLC | 30,000 | $248.1K | 0.15% | −20,000−40.0% | Reduced |
| Truist Financial Corp | 28,436 | $235.2K | 0.00% | +28,436 | New |
| Boothbay Fund Management, LLC | 28,310 | $234.1K | 0.00% | +7,083+33.4% | Added |
| Formidable Asset Management, LLC | 28,583 | $233.5K | 0.04% | +212+0.7% | Added |
| Stratos Wealth Advisors, LLC | 28,000 | $231.6K | 0.01% | 00.0% | Unchanged |
| Successful Portfolios LLC | 25,102 | $213.0K | 0.10% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 25,619 | $211.9K | 0.01% | −296−1.1% | Reduced |
| We Are One Seven, LLC | 25,346 | $209.6K | 0.00% | +25,346 | New |
| Vestmark Advisory Solutions, Inc. | 25,000 | $206.8K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 25,000 | $206.8K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 24,109 | $202.0K | 0.01% | +2,000+9.0% | Added |
| Harbour Investments, Inc. | 24,249 | $200.5K | 0.00% | +11,675+92.9% | Added |
| WESPAC Advisors, LLC | 24,000 | $198.5K | 0.10% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 23,450 | $196.1K | 0.01% | +1,064+4.8% | Added |
| Closed-End Fund Advisors, Inc. | 23,364 | $193.2K | 0.19% | −2,125−8.3% | Reduced |
| Harbour Wealth Management Group, Inc. | 23,212 | $192.0K | 0.13% | +356+1.6% | Added |
| Prospera Financial Services Inc | 22,683 | $187.6K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 21,372 | $176.7K | 0.00% | +21,372 | New |
| Allworth Financial LP | 20,117 | $166.4K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 19,743 | $162.9K | 0.01% | +2,288+13.1% | Added |
| Founders Financial Alliance, LLC | 19,153 | $158.4K | 0.02% | +31+0.2% | Added |
| XTX Topco Ltd | 18,135 | $150.0K | 0.00% | +3,791+26.4% | Added |
| Wealth Effects LLC | 17,796 | $147.2K | 0.04% | +2,721+18.0% | Added |
| Everstar Asset Management, LLC | 16,955 | $140.2K | 0.07% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 16,878 | $139.6K | 0.00% | +2,450+17.0% | Added |
| Strategic Financial Concepts, LLC | 16,600 | $137.3K | 0.04% | +500+3.1% | Added |
| NWF Advisory Services Inc. | 16,300 | $134.8K | 0.01% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 16,083 | $133.0K | 0.06% | +40.0% | Added |
| GWN Securities Inc. | 15,655 | $129.5K | 0.02% | −4,250−21.4% | Reduced |
| Summit Financial, LLC | 14,941 | $123.6K | 0.00% | −388−2.5% | Reduced |
| Flagship Harbor Advisors, LLC | 14,631 | $121.0K | 0.00% | −564−3.7% | Reduced |
| Envestnet Asset Management Inc | 14,455 | $119.5K | 0.00% | +14,455 | New |
| JPMorgan Chase & Co | 13,818 | $114.0K | 0.00% | +13,818 | New |
| Semus Wealth Partners LLC | 13,497 | $111.6K | 0.05% | −3,089−18.6% | Reduced |
| Principal Securities, Inc. | 13,474 | $111.4K | 0.00% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 12,700 | $105.0K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 12,426 | $102.8K | 0.02% | +282+2.3% | Added |
| MML Investors Services, LLC | 12,360 | $102.2K | 0.00% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 12,025 | $99.4K | 0.01% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 11,435 | $94.1K | 0.00% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 11,363 | $94.0K | 0.00% | −56−0.5% | Reduced |
| Kestra Advisory Services, LLC | 11,252 | $93.1K | 0.00% | +121+1.1% | Added |
| Kingsbury Capital Investment Advisors LLC | 11,230 | $92.9K | 0.08% | +255+2.3% | Added |
| KMT Wealth Management, LLC | 11,230 | $92.9K | 0.08% | +11,230 | New |
| Liberty Capital Management, Inc. | 11,170 | $92.4K | 0.02% | +11,170 | New |
| Gladstone Institutional Advisory LLC | 11,090 | $91.7K | 0.00% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 11,036 | $91.3K | 0.04% | 00.0% | Unchanged |
| GAMMA Investing LLC | 8,000 | $66.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,053 | $58.3K | 0.00% | +757+12.0% | Added |
| CoreCap Advisors, LLC | 7,025 | $58.1K | 0.00% | +2,000+39.8% | Added |
| Princeton Global Asset Management LLC | 5,752 | $47.6K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 3,750 | $31.0K | 0.00% | +250+7.1% | Added |