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