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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 $119.4M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Eaton Vance Risk-Managed Diversified Equity Income Fund as of Mar 31, 2021. 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
87
No complete 13F data for Q4 2020
Shares held
8.12M
No complete 13F data for Q4 2020
Total value
$87.6M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 87 institutions
Q1 2021: 87 institutionsQ2 2021: 87 institutionsQ3 2021: 79 institutionsQ4 2021: 88 institutionsQ1 2022: 89 institutionsQ2 2022: 87 institutionsQ3 2022: 79 institutionsQ4 2022: 94 institutionsQ1 2023: 89 institutionsQ2 2023: 84 institutionsQ3 2023: 91 institutionsQ4 2023: 87 institutionsQ1 2024: 96 institutionsQ2 2024: 89 institutionsQ3 2024: 86 institutionsQ4 2024: 97 institutionsQ1 2025: 93 institutionsQ2 2025: 105 institutionsQ3 2025: 110 institutionsQ4 2025: 119 institutionsQ1 2026: 119 institutionsQ2 2026: 122 institutions
Value heldQ1 2021: $87.6M
Q1 2021: $87.6MQ2 2021: $90.8MQ3 2021: $81.8MQ4 2021: $85.1MQ1 2022: $78.4MQ2 2022: $67.4MQ3 2022: $69.8MQ4 2022: $67.8MQ1 2023: $69.1MQ2 2023: $75.1MQ3 2023: $79.7MQ4 2023: $89.7MQ1 2024: $101.5MQ2 2024: $106.1MQ3 2024: $108.2MQ4 2024: $112.5MQ1 2025: $115.1MQ2 2025: $128.0MQ3 2025: $132.0MQ4 2025: $132.2MQ1 2026: $115.6MQ2 2026: $119.4M
Institutions holding ETJ and their total value by quarter
QuarterHoldersValue
Q2 2026122$119.4M
Q1 2026119$115.6M
Q4 2025119$132.2M
Q3 2025110$132.0M
Q2 2025105$128.0M
Q1 202593$115.1M
Q4 202497$112.5M
Q3 202486$108.2M
Q2 202489$106.1M
Q1 202496$101.5M
Q4 202387$89.7M
Q3 202391$79.7M
Q2 202384$75.1M
Q1 202389$69.1M
Q4 202294$67.8M
Q3 202279$69.8M
Q2 202287$67.4M
Q1 202289$78.4M
Q4 202188$85.1M
Q3 202179$81.8M
Q2 202187$90.8M
Q1 202187$87.6M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Eaton Vance Risk-Managed Diversified Equity Income Fund.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding ETJ in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley1,412,087$15.2M0.00%––
Advisor Group Holdings, Inc.758,404$8.18M0.02%––
LPL Financial LLC698,282$7.53M0.01%––
Invesco Ltd.671,920$7.24M0.00%––
Guggenheim Capital LLC630,246$6.79M0.04%––
Raymond James Financial Services Advisors, Inc.622,281$6.71M0.02%––
Ameriprise Financial Inc490,104$5.29M0.00%––
Janney Montgomery Scott LLC230,800$2.49M0.01%––
Bank of America Corp174,760$1.88M0.00%––
Wells Fargo & Company164,658$1.77M0.00%––
Steward Partners Investment Advisory, LLC151,225$1.63M0.03%––
IHT Wealth Management, LLC145,670$1.57M0.11%––
MML Investors Services, LLC141,942$1.53M0.01%––
Cambridge Investment Research Advisors, Inc.115,391$1.24M0.01%––
Private Advisor Group, LLC104,139$1.12M0.01%––
Commonwealth Equity Services, LLC98,319$1.06M0.00%––
Raymond James & Associates98,086$1.06M0.00%––
Diversified, LLC94,124$1.01M0.78%––
Advisors Asset Management, Inc.87,225$940.3K0.01%––
Pointe Capital Management LLC81,801$882.0K0.62%––
Citigroup Inc77,572$836.0K0.00%––
Advisory Services Network, LLC77,045$831.0K0.03%––
UBS Group AG68,134$734.0K0.00%––
Mirae Asset Global Investments Co., Ltd.58,755$633.0K0.00%––
Gladstone Institutional Advisory LLC52,471$566.0K0.09%––
Formidable Asset Management, LLC51,578$560.0K0.12%––
Royal Bank of Canada51,609$556.0K0.00%––
Stifel Financial Corp45,465$490.0K0.00%––
Spire Wealth Management37,819$408.0K0.01%––
Transcend Wealth Collective, LLC35,609$383.0K0.05%––
ELCO Management Co., LLC33,600$362.0K0.33%––
CIBC Private Wealth Group, LLC33,000$356.0K0.00%––
Ausdal Financial Partners, Inc.29,437$317.0K0.05%––
Coastal Bridge Advisors, LLC29,224$315.0K0.06%––
Sigma Planning Corp24,935$269.0K0.01%––
Centaurus Financial, Inc.24,461$264.0K0.03%––
Successful Portfolios LLC21,928$236.0K0.16%––
International Assets Investment Management, LLC21,818$235.0K0.02%––
Marshall Financial Group LLC20,773$224.0K0.13%––
Baird Financial Group, Inc.20,308$219.0K0.00%––
US Bancorp19,517$210.0K0.00%––
Resources Investment Advisors, LLC.18,901$204.0K0.01%––
Hollencrest Capital Management18,350$197.0K0.02%––
Stratos Wealth Partners, LTD.17,550$189.0K0.01%––
Aviance Capital Partners, LLC16,360$176.0K0.03%––
XML Financial, LLC15,578$168.0K0.04%––
Raymond James Trust N.A.15,150$163.0K0.01%––
Congress Park Capital LLC15,000$162.0K0.09%––
Boenning & Scattergood, Inc.14,530$157.0K0.03%––
Retirement Group, LLC14,505$156.0K0.07%––
TD Private Client Wealth LLC14,466$155.9K0.01%––
9258 Wealth Management, LLC13,513$146.0K0.04%––
Flagship Harbor Advisors, LLC13,149$142.0K0.02%––
Avantax Advisory Services, Inc.12,659$137.0K0.00%––
WESPAC Advisors, LLC12,000$129.0K0.10%––
Wealthcare Advisory Partners LLC11,246$121.0K0.01%––
Truist Financial Corp11,038$119.0K0.00%––
Sheaff Brock Investment Advisors, LLC10,625$115.0K0.01%––
Integrated Wealth Concepts LLC10,616$114.0K0.00%––
Insight Advisors, LLC10,189$111.0K0.04%––
NEXT Financial Group, Inc8,805$95.0K0.01%––
Hoey Investments, Inc7,000$75.0K0.03%––
Princeton Global Asset Management LLC5,441$59.0K0.02%––
Tfo-TDC, LLC3,499$38.0K0.01%––
Harbour Investments, Inc.3,320$36.0K0.00%––
Creative Financial Designs Inc3,136$34.0K0.01%––
Parallel Advisors, LLC2,622$28.0K0.00%––
Northwestern Mutual Wealth Management Co2,316$25.0K0.00%––
American Portfolios Advisors2,050$22.1K0.00%––
Arkadios Wealth Advisors1,700$18.0K0.00%––
Rockefeller Capital Management L.P.1,530$16.0K0.00%––
Certified Advisory Corp1,414$15.0K0.00%––
Proequities, Inc.1,087$12.0K0.00%––
CoreFirst Bank & Trust1,125$12.0K0.01%––
Huntington National Bank–$9.00K0.00%––
The PNC Financial Services Group, Inc.714$8.00K0.00%––
CWM, LLC579$7.00K0.00%––
WealthShield Partners, LLC638$7.00K0.00%––
Wolff Wiese Magana LLC667$7.00K0.01%––
FinTrust Capital Advisors, LLC500$5.00K0.00%––
Washington Trust Co344$4.00K0.00%––
Ellis Investment Partners, LLC354$4.00K0.00%––
Sugarloaf Wealth Management, LLC280$3.00K0.00%––
Bartlett & Co. LLC150$2.00K0.00%––
Bartlett & Co. Wealth Management LLC150$1.62K0.00%––
Eaton Vance Management14$00.00%––
FourThought Financial, LLC12––––