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, Q3 2021
Institutional positions in Eaton Vance Risk-Managed Diversified Equity Income Fund as of Sep 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
- 79
- −6 vs. Q2 2021
- Shares held
- 7.65M
- −226.5K (−2.9%) vs. Q2 2021
- Total value
- $81.8M
- −$8.92M (−9.8%) vs. Q2 2021
- New holders
- 2
- 28 more added
- Sold out
- 8
- 23 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Risk-Managed Diversified Equity Income Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,086,843 | $11.6M | 0.00% | −23,056−2.1% | Reduced |
| Advisor Group Holdings, Inc. | 826,628 | $8.84M | 0.02% | +45,926+5.9% | Added |
| LPL Financial LLC | 730,135 | $7.80M | 0.01% | +28,326+4.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 643,752 | $6.88M | 0.01% | +4,656+0.7% | Added |
| Guggenheim Capital LLC | 640,847 | $6.85M | 0.04% | +36,241+6.0% | Added |
| Invesco Ltd. | 608,266 | $6.50M | 0.00% | −23,175−3.7% | Reduced |
| Ameriprise Financial Inc | 366,959 | $3.92M | 0.00% | −117,923−24.3% | Reduced |
| Janney Montgomery Scott LLC | 281,293 | $3.01M | 0.01% | +22,179+8.6% | Added |
| Private Advisor Group, LLC | 179,956 | $1.92M | 0.01% | +61,097+51.4% | Added |
| Bank of America Corp | 170,556 | $1.82M | 0.00% | −13,662−7.4% | Reduced |
| IHT Wealth Management, LLC | 161,081 | $1.72M | 0.14% | +2,239+1.4% | Added |
| Wells Fargo & Company | 155,266 | $1.66M | 0.00% | −6,941−4.3% | Reduced |
| MML Investors Services, LLC | 149,563 | $1.60M | 0.01% | +6,379+4.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 133,079 | $1.42M | 0.01% | +4,516+3.5% | Added |
| Advisory Services Network, LLC | 123,912 | $1.32M | 0.04% | +28,285+29.6% | Added |
| Ahrens Investment Partners LLC | 95,409 | $1.02M | 0.49% | +95,409 | New |
| Raymond James & Associates | 82,966 | $887.0K | 0.00% | −26,221−24.0% | Reduced |
| Diversified, LLC | 80,482 | $860.0K | 0.46% | −1,676−2.0% | Reduced |
| UBS Group AG | 72,842 | $779.0K | 0.00% | +244+0.3% | Added |
| Pointe Capital Management LLC | 68,885 | $736.0K | 0.51% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 68,451 | $731.0K | 0.00% | −20,357−22.9% | Reduced |
| Advisors Asset Management, Inc. | 68,394 | $731.0K | 0.01% | −17,201−20.1% | Reduced |
| Royal Bank of Canada | 57,000 | $609.0K | 0.00% | +5,173+10.0% | Added |
| Stifel Financial Corp | 46,443 | $496.0K | 0.00% | +978+2.2% | Added |
| Titus Wealth Management | 39,600 | $422.0K | 0.22% | +7,400+23.0% | Added |
| Formidable Asset Management, LLC | 39,092 | $418.0K | 0.08% | −915−2.3% | Reduced |
| Centaurus Financial, Inc. | 39,113 | $418.0K | 0.04% | +14,781+60.7% | Added |
| Ausdal Financial Partners, Inc. | 37,049 | $396.0K | 0.06% | +3,866+11.7% | Added |
| ELCO Management Co., LLC | 34,173 | $365.0K | 0.28% | −202−0.6% | Reduced |
| Transcend Wealth Collective, LLC | 30,609 | $351.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 31,739 | $339.0K | 0.01% | +216+0.7% | Added |
| CIBC Private Wealth Group, LLC | 31,000 | $331.0K | 0.00% | −1,000−3.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 29,034 | $310.0K | 0.00% | −55,532−65.7% | Reduced |
| Sigma Planning Corp | 26,397 | $282.0K | 0.01% | +221+0.8% | Added |
| Resources Investment Advisors, LLC. | 24,691 | $264.0K | 0.01% | +902+3.8% | Added |
| Flagship Harbor Advisors, LLC | 20,586 | $237.0K | 0.03% | 00.0% | Unchanged |
| Successful Portfolios LLC | 21,928 | $234.0K | 0.14% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 20,468 | $219.0K | 0.11% | −305−1.5% | Reduced |
| US Bancorp | 19,517 | $209.0K | 0.00% | −3,000−13.3% | Reduced |
| Ameritas Investment Company, LLC | 18,798 | $201.0K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 18,350 | $196.0K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 17,705 | $189.0K | 0.09% | 00.0% | Unchanged |
| Truist Financial Corp | 17,632 | $188.0K | 0.00% | −1,800−9.3% | Reduced |
| XML Financial, LLC | 15,578 | $167.0K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 15,360 | $164.0K | 0.00% | +2,310+17.7% | Added |
| Boenning & Scattergood, Inc. | 15,252 | $163.0K | 0.03% | +413+2.8% | Added |
| Congress Park Capital LLC | 15,000 | $160.0K | 0.08% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 14,466 | $154.6K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 13,820 | $147.0K | 0.00% | +1,116+8.8% | Added |
| 9258 Wealth Management, LLC | 12,913 | $138.0K | 0.04% | −600−4.4% | Reduced |
| WESPAC Advisors, LLC | 12,000 | $128.0K | 0.08% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 11,305 | $121.0K | 0.01% | +30+0.3% | Added |
| Insight Advisors, LLC | 10,189 | $118.0K | 0.04% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 10,837 | $116.0K | 0.00% | −4,000−27.0% | Reduced |
| Integrated Wealth Concepts LLC | 10,635 | $114.0K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 10,625 | $114.0K | 0.01% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 10,195 | $109.0K | 0.02% | −5,165−33.6% | Reduced |
| Hoey Investments, Inc | 10,000 | $107.0K | 0.03% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 8,351 | $89.0K | 0.01% | −208−2.4% | Reduced |
| Princeton Global Asset Management LLC | 5,441 | $58.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,983 | $43.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,246 | $35.0K | 0.01% | +46+1.4% | Added |
| Steward Partners Investment Advisory, LLC | 2,950 | $32.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 2,768 | $29.0K | 0.00% | +219+8.6% | Added |
| Parallel Advisors, LLC | 2,622 | $28.0K | 0.00% | +10.0% | Added |
| Citigroup Inc | 2,394 | $26.0K | 0.00% | −79,884−97.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,316 | $25.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,925 | $20.0K | 0.00% | −2,578−57.3% | Reduced |
| American Portfolios Advisors | 1,550 | $16.6K | 0.00% | −500−24.4% | Reduced |
| Rockefeller Capital Management L.P. | 1,530 | $16.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,087 | $12.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,125 | $12.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 415 | $4.00K | 0.00% | +415 | New |
| Ellis Investment Partners, LLC | 366 | $3.00K | 0.00% | +5+1.4% | Added |
| Sugarloaf Wealth Management, LLC | 290 | $3.00K | 0.00% | +4+1.4% | Added |
| Bartlett & Co. LLC | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 150 | $1.60K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 12 | – | – | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −52,471−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −45,259−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −27,787−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −25,245−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −22,327−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −20,640−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −344−100.0% | Sold out |
| Belmont Capital, LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Hoover Financial Advisors, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |