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, Q4 2021
Institutional positions in Eaton Vance Risk-Managed Diversified Equity Income Fund as of Dec 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
- 88
- +10 vs. Q3 2021
- Shares held
- 7.96M
- +331.6K (+4.3%) vs. Q3 2021
- Total value
- $85.1M
- +$3.49M (+4.3%) vs. Q3 2021
- New holders
- 21
- 30 more added
- Sold out
- 11
- 14 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Risk-Managed Diversified Equity Income Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,081,191 | $11.6M | 0.00% | −5,652−0.5% | Reduced |
| Advisor Group Holdings, Inc. | 857,470 | $9.17M | 0.02% | +30,842+3.7% | Added |
| LPL Financial LLC | 803,145 | $8.59M | 0.01% | +73,010+10.0% | Added |
| Guggenheim Capital LLC | 743,550 | $7.95M | 0.04% | +102,703+16.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 640,108 | $6.84M | 0.01% | −3,644−0.6% | Reduced |
| Invesco Ltd. | 595,614 | $6.37M | 0.00% | −12,652−2.1% | Reduced |
| Ameriprise Financial Inc | 401,197 | $4.30M | 0.00% | +34,238+9.3% | Added |
| Janney Montgomery Scott LLC | 396,623 | $4.24M | 0.02% | +115,330+41.0% | Added |
| Wells Fargo & Company | 174,984 | $1.87M | 0.00% | +19,718+12.7% | Added |
| Bank of America Corp | 172,544 | $1.84M | 0.00% | +1,988+1.2% | Added |
| IHT Wealth Management, LLC | 168,475 | $1.80M | 0.13% | +7,394+4.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 140,393 | $1.50M | 0.01% | +7,314+5.5% | Added |
| Private Advisor Group, LLC | 139,073 | $1.49M | 0.01% | −40,883−22.7% | Reduced |
| Advisory Services Network, LLC | 127,793 | $1.37M | 0.04% | +3,881+3.1% | Added |
| MML Investors Services, LLC | 106,660 | $1.14M | 0.01% | −42,903−28.7% | Reduced |
| UBS Group AG | 73,037 | $780.0K | 0.00% | +195+0.3% | Added |
| Diversified, LLC | 72,292 | $773.0K | 0.33% | −8,190−10.2% | Reduced |
| Raymond James & Associates | 71,756 | $767.0K | 0.00% | −11,210−13.5% | Reduced |
| Pointe Capital Management LLC | 71,274 | $762.0K | 0.48% | +2,389+3.5% | Added |
| Commonwealth Equity Services, LLC | 71,154 | $760.0K | 0.00% | +2,703+3.9% | Added |
| Advisors Asset Management, Inc. | 67,850 | $725.3K | 0.01% | −544−0.8% | Reduced |
| Royal Bank of Canada | 54,051 | $578.0K | 0.00% | −2,949−5.2% | Reduced |
| Centaurus Financial, Inc. | 52,139 | $557.0K | 0.04% | +13,026+33.3% | Added |
| Stifel Financial Corp | 49,870 | $533.0K | 0.00% | +3,427+7.4% | Added |
| Advisor Resource Council | 38,426 | $411.0K | 0.03% | +38,426 | New |
| Ausdal Financial Partners, Inc. | 38,344 | $410.0K | 0.06% | +1,295+3.5% | Added |
| Coastal Bridge Advisors, LLC | 35,959 | $373.0K | 0.08% | +35,959 | New |
| ELCO Management Co., LLC | 34,275 | $366.0K | 0.26% | +102+0.3% | Added |
| Spire Wealth Management | 32,077 | $343.0K | 0.01% | +338+1.1% | Added |
| CIBC Private Wealth Group, LLC | 31,000 | $331.0K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 30,609 | $327.0K | 0.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 25,902 | $277.0K | 0.01% | −495−1.9% | Reduced |
| Flagship Harbor Advisors, LLC | 25,642 | $274.0K | 0.03% | +5,056+24.6% | Added |
| Resources Investment Advisors, LLC. | 25,260 | $270.0K | 0.01% | +569+2.3% | Added |
| Successful Portfolios LLC | 21,928 | $234.0K | 0.13% | 00.0% | Unchanged |
| OTA Financial Group L.P. | 20,996 | $224.0K | 0.15% | +20,996 | New |
| Marshall Financial Group LLC | 20,468 | $219.0K | 0.08% | 00.0% | Unchanged |
| GWM Advisors LLC | 20,512 | $219.0K | 0.00% | +20,512 | New |
| Primoris Wealth Advisors, LLC | 20,550 | $219.0K | 0.18% | +20,550 | New |
| US Bancorp | 19,517 | $209.0K | 0.00% | 00.0% | Unchanged |
| Wealth Effects LLC | 19,042 | $204.0K | 0.08% | +19,042 | New |
| Ameritas Advisory Services, LLC | 18,798 | $201.0K | 0.01% | +18,798 | New |
| Truist Financial Corp | 18,332 | $196.0K | 0.00% | +700+4.0% | Added |
| Retirement Group, LLC | 17,737 | $190.0K | 0.08% | +32+0.2% | Added |
| Titus Wealth Management | 16,600 | $177.0K | 0.08% | −23,000−58.1% | Reduced |
| XML Financial, LLC | 15,578 | $167.0K | 0.02% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 15,587 | $167.0K | 0.03% | +335+2.2% | Added |
| Stratos Wealth Partners, LTD. | 15,360 | $164.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 15,235 | $163.0K | 0.07% | −80,174−84.0% | Reduced |
| 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. | 13,977 | $149.0K | 0.00% | +157+1.1% | Added |
| 9258 Wealth Management, LLC | 12,913 | $138.0K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 12,580 | $134.0K | 0.00% | +1,945+18.3% | Added |
| AE Wealth Management LLC | 12,301 | $131.0K | 0.00% | +12,301 | New |
| Hollencrest Capital Management | 11,350 | $121.0K | 0.01% | −7,000−38.1% | Reduced |
| Wealthcare Advisory Partners LLC | 11,336 | $121.0K | 0.01% | +31+0.3% | Added |
| Cetera Advisor Networks LLC | 11,324 | $121.0K | 0.00% | +11,324 | New |
| Raymond James Trust N.A. | 10,837 | $116.0K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 10,625 | $114.0K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,410 | $112.0K | 0.00% | +10,410 | New |
| Insight Advisors, LLC | 10,189 | $109.0K | 0.03% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 10,195 | $109.0K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 10,000 | $107.0K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8,455 | $90.0K | 0.01% | +8,455 | New |
| NEXT Financial Group, Inc | 8,276 | $88.0K | 0.01% | −75−0.9% | Reduced |
| Syverson Strege & Co | 7,915 | $85.0K | 0.06% | +7,915 | New |
| Princeton Global Asset Management LLC | 5,441 | $58.0K | 0.02% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 4,500 | $48.0K | 0.02% | +4,500 | New |
| Rockefeller Capital Management L.P. | 3,278 | $35.0K | 0.00% | +1,748+114.2% | Added |
| Steward Partners Investment Advisory, LLC | 2,950 | $32.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,699 | $29.0K | 0.00% | +383+16.5% | Added |
| Parallel Advisors, LLC | 2,622 | $28.0K | 0.00% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 2,055 | $21.0K | 0.01% | +2,055 | New |
| Gradient Investments LLC | 1,552 | $17.0K | 0.00% | +1,552 | New |
| American Portfolios Advisors | 1,550 | $16.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,336 | $14.0K | 0.00% | +1,336 | New |
| CoreFirst Bank & Trust | 1,125 | $12.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 579 | $6.00K | 0.00% | +579 | New |
| FinTrust Capital Advisors, LLC | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 439 | $5.00K | 0.00% | +439 | New |
| Masso Torrence Wealth Management Inc. | 500 | $5.00K | 0.00% | +500 | New |
| Fifth Third Bancorp | 415 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 374 | $4.00K | 0.00% | +8+2.2% | Added |
| Sugarloaf Wealth Management, LLC | 296 | $3.00K | 0.00% | +6+2.1% | Added |
| Tower Research Capital LLC (TRC) | 280 | $3.00K | 0.00% | +280 | New |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| FourThought Financial, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,087−100.0% | Sold out |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −39,092−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −29,034−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −3,983−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −3,246−100.0% | Sold out |
| Carroll Financial Associates, Inc. | 0 | $0 | 0.00% | −2,768−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −2,394−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −1,925−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Ameritas Investment Company, LLC | – | – | – | – | Not filed |