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 |
|---|---|---|---|---|---|
| Belmont Capital, LLC | 91 | $1.00K | 0.00% | +91 | New |
| Bartlett & Co. Wealth Management LLC | 150 | $1.73K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 286 | $3.00K | 0.00% | +6+2.1% | Added |
| Washington Trust Co | 344 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 361 | $4.00K | 0.00% | +7+2.0% | Added |
| FinTrust Capital Advisors, LLC | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 579 | $7.00K | 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 |
| Rockefeller Capital Management L.P. | 1,530 | $17.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,050 | $23.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,316 | $27.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 2,549 | $29.0K | 0.00% | +2,549 | New |
| Parallel Advisors, LLC | 2,621 | $30.0K | 0.00% | −10.0% | Reduced |
| Hoover Financial Advisors, Inc. | 2,676 | $31.0K | 0.01% | +2,676 | New |
| Steward Partners Investment Advisory, LLC | 2,950 | $34.0K | 0.00% | −148,275−98.0% | Reduced |
| Creative Financial Designs Inc | 3,200 | $37.0K | 0.01% | +64+2.0% | Added |
| Harbour Investments, Inc. | 3,983 | $46.0K | 0.00% | +663+20.0% | Added |
| Arkadios Wealth Advisors | 4,503 | $51.0K | 0.01% | +2,803+164.9% | Added |
| Princeton Global Asset Management LLC | 5,441 | $63.0K | 0.02% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 8,559 | $99.0K | 0.01% | −246−2.8% | Reduced |
| Hoey Investments, Inc | 10,000 | $115.0K | 0.04% | +3,000+42.9% | Added |
| Insight Advisors, LLC | 10,189 | $116.0K | 0.04% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 10,625 | $122.0K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 10,635 | $123.0K | 0.00% | +19+0.2% | Added |
| Wealthcare Advisory Partners LLC | 11,275 | $130.0K | 0.01% | +29+0.3% | Added |
| WESPAC Advisors, LLC | 12,000 | $138.0K | 0.26% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 12,704 | $146.0K | 0.00% | +45+0.4% | Added |
| Stratos Wealth Partners, LTD. | 13,050 | $150.0K | 0.00% | −4,500−25.6% | Reduced |
| 9258 Wealth Management, LLC | 13,513 | $156.0K | 0.04% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 14,466 | $166.7K | 0.01% | 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 |
| Congress Park Capital LLC | 15,000 | $173.0K | 0.09% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 15,360 | $177.0K | 0.03% | −1,000−6.1% | Reduced |
| XML Financial, LLC | 15,578 | $179.0K | 0.04% | 00.0% | Unchanged |
| Retirement Group, LLC | 17,705 | $204.0K | 0.10% | +3,200+22.1% | Added |
| Hollencrest Capital Management | 18,350 | $212.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Company, LLC | 18,798 | $217.0K | 0.01% | +18,798 | New |
| Truist Financial Corp | 19,432 | $224.0K | 0.00% | +8,394+76.0% | Added |
| Flagship Harbor Advisors, LLC | 20,586 | $237.0K | 0.03% | +7,437+56.6% | Added |
| Virtu Financial LLC | 20,640 | $238.0K | 0.02% | +20,640 | New |
| Marshall Financial Group LLC | 20,773 | $239.0K | 0.13% | 00.0% | Unchanged |
| Successful Portfolios LLC | 21,928 | $253.0K | 0.15% | 00.0% | Unchanged |
| AMG National Trust Bank | 22,327 | $257.0K | 0.01% | +22,327 | New |
| US Bancorp | 22,517 | $259.0K | 0.00% | +3,000+15.4% | Added |
| Resources Investment Advisors, LLC. | 23,789 | $274.0K | 0.01% | +4,888+25.9% | Added |
| Centaurus Financial, Inc. | 24,332 | $280.0K | 0.02% | −129−0.5% | Reduced |
| Oppenheimer & Co Inc | 25,245 | $291.0K | 0.01% | +25,245 | New |
| Sigma Planning Corp | 26,176 | $302.0K | 0.01% | +1,241+5.0% | Added |
| Advisor Resource Council | 27,787 | $320.0K | 0.03% | +27,787 | New |
| Transcend Wealth Collective, LLC | 30,609 | $353.0K | 0.05% | −5,000−14.0% | Reduced |
| Spire Wealth Management | 31,523 | $363.0K | 0.01% | −6,296−16.6% | Reduced |
| CIBC Private Wealth Group, LLC | 32,000 | $369.0K | 0.00% | −1,000−3.0% | Reduced |
| Titus Wealth Management | 32,200 | $371.0K | 0.20% | +32,200 | New |
| Ausdal Financial Partners, Inc. | 33,183 | $382.0K | 0.06% | +3,746+12.7% | Added |
| ELCO Management Co., LLC | 34,375 | $396.0K | 0.29% | +775+2.3% | Added |
| Formidable Asset Management, LLC | 40,007 | $467.0K | 0.10% | −11,571−22.4% | Reduced |
| International Assets Investment Management, LLC | 45,259 | $521.0K | 0.10% | +23,441+107.4% | Added |
| Stifel Financial Corp | 45,465 | $524.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 51,827 | $597.0K | 0.00% | +218+0.4% | Added |
| Gladstone Institutional Advisory LLC | 52,471 | $604.0K | 0.07% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 68,885 | $794.0K | 0.56% | −12,916−15.8% | Reduced |
| UBS Group AG | 72,598 | $836.0K | 0.00% | +4,464+6.6% | Added |
| Diversified, LLC | 82,158 | $946.0K | 0.53% | −11,966−12.7% | Reduced |
| Citigroup Inc | 82,278 | $948.0K | 0.00% | +4,706+6.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 84,566 | $974.0K | 0.00% | +25,811+43.9% | Added |
| Advisors Asset Management, Inc. | 85,595 | $986.0K | 0.01% | −1,630−1.9% | Reduced |
| Commonwealth Equity Services, LLC | 88,808 | $1.02M | 0.00% | −9,511−9.7% | Reduced |
| Advisory Services Network, LLC | 95,627 | $1.10M | 0.03% | +18,582+24.1% | Added |
| Raymond James & Associates | 109,187 | $1.26M | 0.00% | +11,101+11.3% | Added |
| Private Advisor Group, LLC | 118,859 | $1.37M | 0.01% | +14,720+14.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 128,563 | $1.48M | 0.01% | +13,172+11.4% | Added |
| MML Investors Services, LLC | 143,184 | $1.65M | 0.01% | +1,242+0.9% | Added |
| IHT Wealth Management, LLC | 158,842 | $1.83M | 0.12% | +13,172+9.0% | Added |
| Wells Fargo & Company | 162,207 | $1.87M | 0.00% | −2,451−1.5% | Reduced |
| Bank of America Corp | 184,218 | $2.12M | 0.00% | +9,458+5.4% | Added |
| Janney Montgomery Scott LLC | 259,114 | $2.98M | 0.01% | +28,314+12.3% | Added |
| Ameriprise Financial Inc | 484,882 | $5.59M | 0.00% | −5,222−1.1% | Reduced |
| Guggenheim Capital LLC | 604,606 | $6.96M | 0.04% | −25,640−4.1% | Reduced |
| Invesco Ltd. | 631,441 | $7.27M | 0.00% | −40,479−6.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 639,096 | $7.36M | 0.02% | +16,815+2.7% | Added |
| LPL Financial LLC | 701,809 | $8.09M | 0.01% | +3,527+0.5% | Added |
| Advisor Group Holdings, Inc. | 780,702 | $8.99M | 0.02% | +22,298+2.9% | Added |
| Morgan Stanley | 1,109,899 | $12.8M | 0.00% | −302,188−21.4% | Reduced |
| 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 |