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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 150 | $1.60K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Fifth Third Bancorp | 415 | $4.00K | 0.00% | +415 | New |
| FinTrust Capital Advisors, LLC | 500 | $5.00K | 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 |
| Rockefeller Capital Management L.P. | 1,530 | $16.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,550 | $16.6K | 0.00% | −500−24.4% | Reduced |
| Arkadios Wealth Advisors | 1,925 | $20.0K | 0.00% | −2,578−57.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,316 | $25.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,394 | $26.0K | 0.00% | −79,884−97.1% | Reduced |
| Parallel Advisors, LLC | 2,622 | $28.0K | 0.00% | +10.0% | Added |
| Carroll Financial Associates, Inc. | 2,768 | $29.0K | 0.00% | +219+8.6% | Added |
| Steward Partners Investment Advisory, LLC | 2,950 | $32.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,246 | $35.0K | 0.01% | +46+1.4% | Added |
| Harbour Investments, Inc. | 3,983 | $43.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5,441 | $58.0K | 0.02% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 8,351 | $89.0K | 0.01% | −208−2.4% | Reduced |
| Hoey Investments, Inc | 10,000 | $107.0K | 0.03% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 10,195 | $109.0K | 0.02% | −5,165−33.6% | 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 |
| Raymond James Trust N.A. | 10,837 | $116.0K | 0.00% | −4,000−27.0% | Reduced |
| Insight Advisors, LLC | 10,189 | $118.0K | 0.04% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 11,305 | $121.0K | 0.01% | +30+0.3% | Added |
| WESPAC Advisors, LLC | 12,000 | $128.0K | 0.08% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 12,913 | $138.0K | 0.04% | −600−4.4% | Reduced |
| Avantax Advisory Services, Inc. | 13,820 | $147.0K | 0.00% | +1,116+8.8% | Added |
| TD Private Client Wealth LLC | 14,466 | $154.6K | 0.01% | 00.0% | Unchanged |
| Congress Park Capital LLC | 15,000 | $160.0K | 0.08% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 15,252 | $163.0K | 0.03% | +413+2.8% | Added |
| Stratos Wealth Partners, LTD. | 15,360 | $164.0K | 0.00% | +2,310+17.7% | Added |
| XML Financial, LLC | 15,578 | $167.0K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 17,632 | $188.0K | 0.00% | −1,800−9.3% | Reduced |
| Retirement Group, LLC | 17,705 | $189.0K | 0.09% | 00.0% | Unchanged |
| Hollencrest Capital Management | 18,350 | $196.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Company, LLC | 18,798 | $201.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 19,517 | $209.0K | 0.00% | −3,000−13.3% | Reduced |
| Marshall Financial Group LLC | 20,468 | $219.0K | 0.11% | −305−1.5% | Reduced |
| Successful Portfolios LLC | 21,928 | $234.0K | 0.14% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 20,586 | $237.0K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 24,691 | $264.0K | 0.01% | +902+3.8% | Added |
| Sigma Planning Corp | 26,397 | $282.0K | 0.01% | +221+0.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 29,034 | $310.0K | 0.00% | −55,532−65.7% | Reduced |
| CIBC Private Wealth Group, LLC | 31,000 | $331.0K | 0.00% | −1,000−3.1% | Reduced |
| Spire Wealth Management | 31,739 | $339.0K | 0.01% | +216+0.7% | Added |
| Transcend Wealth Collective, LLC | 30,609 | $351.0K | 0.03% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 34,173 | $365.0K | 0.28% | −202−0.6% | Reduced |
| Ausdal Financial Partners, Inc. | 37,049 | $396.0K | 0.06% | +3,866+11.7% | 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 |
| Titus Wealth Management | 39,600 | $422.0K | 0.22% | +7,400+23.0% | Added |
| Stifel Financial Corp | 46,443 | $496.0K | 0.00% | +978+2.2% | Added |
| Royal Bank of Canada | 57,000 | $609.0K | 0.00% | +5,173+10.0% | Added |
| 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 |
| Pointe Capital Management LLC | 68,885 | $736.0K | 0.51% | 00.0% | Unchanged |
| UBS Group AG | 72,842 | $779.0K | 0.00% | +244+0.3% | Added |
| Diversified, LLC | 80,482 | $860.0K | 0.46% | −1,676−2.0% | Reduced |
| Raymond James & Associates | 82,966 | $887.0K | 0.00% | −26,221−24.0% | Reduced |
| Ahrens Investment Partners LLC | 95,409 | $1.02M | 0.49% | +95,409 | New |
| Advisory Services Network, LLC | 123,912 | $1.32M | 0.04% | +28,285+29.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 133,079 | $1.42M | 0.01% | +4,516+3.5% | Added |
| MML Investors Services, LLC | 149,563 | $1.60M | 0.01% | +6,379+4.5% | Added |
| Wells Fargo & Company | 155,266 | $1.66M | 0.00% | −6,941−4.3% | Reduced |
| IHT Wealth Management, LLC | 161,081 | $1.72M | 0.14% | +2,239+1.4% | Added |
| Bank of America Corp | 170,556 | $1.82M | 0.00% | −13,662−7.4% | Reduced |
| Private Advisor Group, LLC | 179,956 | $1.92M | 0.01% | +61,097+51.4% | Added |
| Janney Montgomery Scott LLC | 281,293 | $3.01M | 0.01% | +22,179+8.6% | Added |
| Ameriprise Financial Inc | 366,959 | $3.92M | 0.00% | −117,923−24.3% | Reduced |
| Invesco Ltd. | 608,266 | $6.50M | 0.00% | −23,175−3.7% | Reduced |
| Guggenheim Capital LLC | 640,847 | $6.85M | 0.04% | +36,241+6.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 643,752 | $6.88M | 0.01% | +4,656+0.7% | Added |
| LPL Financial LLC | 730,135 | $7.80M | 0.01% | +28,326+4.0% | Added |
| Advisor Group Holdings, Inc. | 826,628 | $8.84M | 0.02% | +45,926+5.9% | Added |
| Morgan Stanley | 1,086,843 | $11.6M | 0.00% | −23,056−2.1% | Reduced |
| 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 |