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, Q2 2021
Institutional positions in Eaton Vance Risk-Managed Diversified Equity Income Fund as of Jun 30, 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
- 0 vs. Q1 2021
- Shares held
- 7.88M
- −243.8K (−3.0%) vs. Q1 2021
- Total value
- $90.8M
- +$3.19M (+3.6%) vs. Q1 2021
- New holders
- 9
- 34 more added
- Sold out
- 9
- 20 more reduced
Compare with Q1 2021: 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 | $119.4M |
| Q1 2026 | 119 | $115.6M |
| Q4 2025 | 119 | $132.2M |
| Q3 2025 | 110 | $132.0M |
| Q2 2025 | 105 | $128.0M |
| Q1 2025 | 93 | $115.1M |
| Q4 2024 | 97 | $112.5M |
| Q3 2024 | 86 | $108.2M |
| Q2 2024 | 89 | $106.1M |
| Q1 2024 | 96 | $101.5M |
| Q4 2023 | 87 | $89.7M |
| Q3 2023 | 91 | $79.7M |
| Q2 2023 | 84 | $75.1M |
| Q1 2023 | 89 | $69.1M |
| 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 | $87.6M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Risk-Managed Diversified Equity Income Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,109,899 | $12.8M | 0.00% | −302,188−21.4% | Reduced |
| Advisor Group Holdings, Inc. | 780,702 | $8.99M | 0.02% | +22,298+2.9% | Added |
| LPL Financial LLC | 701,809 | $8.09M | 0.01% | +3,527+0.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 639,096 | $7.36M | 0.02% | +16,815+2.7% | Added |
| Invesco Ltd. | 631,441 | $7.27M | 0.00% | −40,479−6.0% | Reduced |
| Guggenheim Capital LLC | 604,606 | $6.96M | 0.04% | −25,640−4.1% | Reduced |
| Ameriprise Financial Inc | 484,882 | $5.59M | 0.00% | −5,222−1.1% | Reduced |
| Janney Montgomery Scott LLC | 259,114 | $2.98M | 0.01% | +28,314+12.3% | Added |
| Bank of America Corp | 184,218 | $2.12M | 0.00% | +9,458+5.4% | Added |
| Wells Fargo & Company | 162,207 | $1.87M | 0.00% | −2,451−1.5% | Reduced |
| IHT Wealth Management, LLC | 158,842 | $1.83M | 0.12% | +13,172+9.0% | Added |
| MML Investors Services, LLC | 143,184 | $1.65M | 0.01% | +1,242+0.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 128,563 | $1.48M | 0.01% | +13,172+11.4% | Added |
| Private Advisor Group, LLC | 118,859 | $1.37M | 0.01% | +14,720+14.1% | Added |
| Raymond James & Associates | 109,187 | $1.26M | 0.00% | +11,101+11.3% | Added |
| Advisory Services Network, LLC | 95,627 | $1.10M | 0.03% | +18,582+24.1% | Added |
| Commonwealth Equity Services, LLC | 88,808 | $1.02M | 0.00% | −9,511−9.7% | Reduced |
| Advisors Asset Management, Inc. | 85,595 | $986.0K | 0.01% | −1,630−1.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 84,566 | $974.0K | 0.00% | +25,811+43.9% | Added |
| Citigroup Inc | 82,278 | $948.0K | 0.00% | +4,706+6.1% | Added |
| Diversified, LLC | 82,158 | $946.0K | 0.53% | −11,966−12.7% | Reduced |
| UBS Group AG | 72,598 | $836.0K | 0.00% | +4,464+6.6% | Added |
| Pointe Capital Management LLC | 68,885 | $794.0K | 0.56% | −12,916−15.8% | Reduced |
| Gladstone Institutional Advisory LLC | 52,471 | $604.0K | 0.07% | 00.0% | Unchanged |
| Royal Bank of Canada | 51,827 | $597.0K | 0.00% | +218+0.4% | Added |
| Stifel Financial Corp | 45,465 | $524.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 45,259 | $521.0K | 0.10% | +23,441+107.4% | Added |
| Formidable Asset Management, LLC | 40,007 | $467.0K | 0.10% | −11,571−22.4% | Reduced |
| ELCO Management Co., LLC | 34,375 | $396.0K | 0.29% | +775+2.3% | Added |
| Ausdal Financial Partners, Inc. | 33,183 | $382.0K | 0.06% | +3,746+12.7% | Added |
| Titus Wealth Management | 32,200 | $371.0K | 0.20% | +32,200 | New |
| CIBC Private Wealth Group, LLC | 32,000 | $369.0K | 0.00% | −1,000−3.0% | Reduced |
| Spire Wealth Management | 31,523 | $363.0K | 0.01% | −6,296−16.6% | Reduced |
| Transcend Wealth Collective, LLC | 30,609 | $353.0K | 0.05% | −5,000−14.0% | Reduced |
| Advisor Resource Council | 27,787 | $320.0K | 0.03% | +27,787 | New |
| Sigma Planning Corp | 26,176 | $302.0K | 0.01% | +1,241+5.0% | Added |
| Oppenheimer & Co Inc | 25,245 | $291.0K | 0.01% | +25,245 | New |
| Centaurus Financial, Inc. | 24,332 | $280.0K | 0.02% | −129−0.5% | Reduced |
| Resources Investment Advisors, LLC. | 23,789 | $274.0K | 0.01% | +4,888+25.9% | Added |
| US Bancorp | 22,517 | $259.0K | 0.00% | +3,000+15.4% | Added |
| AMG National Trust Bank | 22,327 | $257.0K | 0.01% | +22,327 | New |
| Successful Portfolios LLC | 21,928 | $253.0K | 0.15% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 20,773 | $239.0K | 0.13% | 00.0% | Unchanged |
| Virtu Financial LLC | 20,640 | $238.0K | 0.02% | +20,640 | New |
| Flagship Harbor Advisors, LLC | 20,586 | $237.0K | 0.03% | +7,437+56.6% | Added |
| Truist Financial Corp | 19,432 | $224.0K | 0.00% | +8,394+76.0% | Added |
| Ameritas Investment Company, LLC | 18,798 | $217.0K | 0.01% | +18,798 | New |
| Hollencrest Capital Management | 18,350 | $212.0K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 17,705 | $204.0K | 0.10% | +3,200+22.1% | Added |
| XML Financial, LLC | 15,578 | $179.0K | 0.04% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 15,360 | $177.0K | 0.03% | −1,000−6.1% | Reduced |
| Congress Park Capital LLC | 15,000 | $173.0K | 0.09% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 14,837 | $171.0K | 0.01% | −313−2.1% | Reduced |
| Boenning & Scattergood, Inc. | 14,839 | $171.0K | 0.03% | +309+2.1% | Added |
| TD Private Client Wealth LLC | 14,466 | $166.7K | 0.01% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 13,513 | $156.0K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 13,050 | $150.0K | 0.00% | −4,500−25.6% | Reduced |
| Avantax Advisory Services, Inc. | 12,704 | $146.0K | 0.00% | +45+0.4% | Added |
| WESPAC Advisors, LLC | 12,000 | $138.0K | 0.26% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 11,275 | $130.0K | 0.01% | +29+0.3% | Added |
| Integrated Wealth Concepts LLC | 10,635 | $123.0K | 0.00% | +19+0.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 10,625 | $122.0K | 0.01% | 00.0% | Unchanged |
| Insight Advisors, LLC | 10,189 | $116.0K | 0.04% | 00.0% | Unchanged |
| Hoey Investments, Inc | 10,000 | $115.0K | 0.04% | +3,000+42.9% | Added |
| NEXT Financial Group, Inc | 8,559 | $99.0K | 0.01% | −246−2.8% | Reduced |
| Princeton Global Asset Management LLC | 5,441 | $63.0K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,503 | $51.0K | 0.01% | +2,803+164.9% | Added |
| Harbour Investments, Inc. | 3,983 | $46.0K | 0.00% | +663+20.0% | Added |
| Creative Financial Designs Inc | 3,200 | $37.0K | 0.01% | +64+2.0% | Added |
| Steward Partners Investment Advisory, LLC | 2,950 | $34.0K | 0.00% | −148,275−98.0% | Reduced |
| Hoover Financial Advisors, Inc. | 2,676 | $31.0K | 0.01% | +2,676 | New |
| Parallel Advisors, LLC | 2,621 | $30.0K | 0.00% | −10.0% | Reduced |
| Carroll Financial Associates, Inc. | 2,549 | $29.0K | 0.00% | +2,549 | New |
| Northwestern Mutual Wealth Management Co | 2,316 | $27.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,050 | $23.6K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,530 | $17.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,087 | $13.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,125 | $13.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 579 | $7.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 344 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 361 | $4.00K | 0.00% | +7+2.0% | Added |
| Sugarloaf Wealth Management, LLC | 286 | $3.00K | 0.00% | +6+2.1% | Added |
| Bartlett & Co. LLC | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 150 | $1.73K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 91 | $1.00K | 0.00% | +91 | New |
| FourThought Financial, LLC | 12 | – | – | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 0 | $0 | 0.00% | −29,224−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −20,308−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −3,499−100.0% | Sold out |
| Certified Advisory Corp | 0 | $0 | 0.00% | −1,414−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | – | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −714−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −638−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −667−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −14−100.0% | Sold out |