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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| FourThought Financial, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |
| Fifth Third Bancorp | 415 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 374 | $4.00K | 0.00% | +8+2.2% | Added |
| 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 |
| CWM, LLC | 579 | $6.00K | 0.00% | +579 | New |
| CoreFirst Bank & Trust | 1,125 | $12.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,336 | $14.0K | 0.00% | +1,336 | New |
| American Portfolios Advisors | 1,550 | $16.6K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,552 | $17.0K | 0.00% | +1,552 | New |
| FSB Premier Wealth Management, Inc. | 2,055 | $21.0K | 0.01% | +2,055 | New |
| Parallel Advisors, LLC | 2,622 | $28.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,699 | $29.0K | 0.00% | +383+16.5% | Added |
| Steward Partners Investment Advisory, LLC | 2,950 | $32.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,278 | $35.0K | 0.00% | +1,748+114.2% | Added |
| High Net Worth Advisory Group LLC | 4,500 | $48.0K | 0.02% | +4,500 | New |
| Princeton Global Asset Management LLC | 5,441 | $58.0K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 7,915 | $85.0K | 0.06% | +7,915 | New |
| NEXT Financial Group, Inc | 8,276 | $88.0K | 0.01% | −75−0.9% | Reduced |
| CoreCap Advisors, LLC | 8,455 | $90.0K | 0.01% | +8,455 | New |
| Hoey Investments, Inc | 10,000 | $107.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| National Asset Management, Inc. | 10,410 | $112.0K | 0.00% | +10,410 | New |
| 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% | 00.0% | Unchanged |
| 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 |
| AE Wealth Management LLC | 12,301 | $131.0K | 0.00% | +12,301 | New |
| Integrated Wealth Concepts LLC | 12,580 | $134.0K | 0.00% | +1,945+18.3% | Added |
| 9258 Wealth Management, LLC | 12,913 | $138.0K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 13,977 | $149.0K | 0.00% | +157+1.1% | 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 |
| Ahrens Investment Partners LLC | 15,235 | $163.0K | 0.07% | −80,174−84.0% | Reduced |
| Stratos Wealth Partners, LTD. | 15,360 | $164.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Titus Wealth Management | 16,600 | $177.0K | 0.08% | −23,000−58.1% | Reduced |
| Retirement Group, LLC | 17,737 | $190.0K | 0.08% | +32+0.2% | Added |
| Truist Financial Corp | 18,332 | $196.0K | 0.00% | +700+4.0% | Added |
| Ameritas Advisory Services, LLC | 18,798 | $201.0K | 0.01% | +18,798 | New |
| Wealth Effects LLC | 19,042 | $204.0K | 0.08% | +19,042 | New |
| US Bancorp | 19,517 | $209.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| OTA Financial Group L.P. | 20,996 | $224.0K | 0.15% | +20,996 | New |
| Successful Portfolios LLC | 21,928 | $234.0K | 0.13% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 25,260 | $270.0K | 0.01% | +569+2.3% | Added |
| Flagship Harbor Advisors, LLC | 25,642 | $274.0K | 0.03% | +5,056+24.6% | Added |
| Sigma Planning Corp | 25,902 | $277.0K | 0.01% | −495−1.9% | Reduced |
| Transcend Wealth Collective, LLC | 30,609 | $327.0K | 0.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 31,000 | $331.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 32,077 | $343.0K | 0.01% | +338+1.1% | Added |
| ELCO Management Co., LLC | 34,275 | $366.0K | 0.26% | +102+0.3% | Added |
| Coastal Bridge Advisors, LLC | 35,959 | $373.0K | 0.08% | +35,959 | New |
| Ausdal Financial Partners, Inc. | 38,344 | $410.0K | 0.06% | +1,295+3.5% | Added |
| Advisor Resource Council | 38,426 | $411.0K | 0.03% | +38,426 | New |
| Stifel Financial Corp | 49,870 | $533.0K | 0.00% | +3,427+7.4% | Added |
| Centaurus Financial, Inc. | 52,139 | $557.0K | 0.04% | +13,026+33.3% | Added |
| Royal Bank of Canada | 54,051 | $578.0K | 0.00% | −2,949−5.2% | Reduced |
| Advisors Asset Management, Inc. | 67,850 | $725.3K | 0.01% | −544−0.8% | Reduced |
| Commonwealth Equity Services, LLC | 71,154 | $760.0K | 0.00% | +2,703+3.9% | Added |
| Pointe Capital Management LLC | 71,274 | $762.0K | 0.48% | +2,389+3.5% | Added |
| Raymond James & Associates | 71,756 | $767.0K | 0.00% | −11,210−13.5% | Reduced |
| Diversified, LLC | 72,292 | $773.0K | 0.33% | −8,190−10.2% | Reduced |
| UBS Group AG | 73,037 | $780.0K | 0.00% | +195+0.3% | Added |
| MML Investors Services, LLC | 106,660 | $1.14M | 0.01% | −42,903−28.7% | Reduced |
| Advisory Services Network, LLC | 127,793 | $1.37M | 0.04% | +3,881+3.1% | Added |
| Private Advisor Group, LLC | 139,073 | $1.49M | 0.01% | −40,883−22.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 140,393 | $1.50M | 0.01% | +7,314+5.5% | Added |
| IHT Wealth Management, LLC | 168,475 | $1.80M | 0.13% | +7,394+4.6% | Added |
| Bank of America Corp | 172,544 | $1.84M | 0.00% | +1,988+1.2% | Added |
| Wells Fargo & Company | 174,984 | $1.87M | 0.00% | +19,718+12.7% | Added |
| Janney Montgomery Scott LLC | 396,623 | $4.24M | 0.02% | +115,330+41.0% | Added |
| Ameriprise Financial Inc | 401,197 | $4.30M | 0.00% | +34,238+9.3% | Added |
| Invesco Ltd. | 595,614 | $6.37M | 0.00% | −12,652−2.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 640,108 | $6.84M | 0.01% | −3,644−0.6% | Reduced |
| Guggenheim Capital LLC | 743,550 | $7.95M | 0.04% | +102,703+16.0% | Added |
| LPL Financial LLC | 803,145 | $8.59M | 0.01% | +73,010+10.0% | Added |
| Advisor Group Holdings, Inc. | 857,470 | $9.17M | 0.02% | +30,842+3.7% | Added |
| Morgan Stanley | 1,081,191 | $11.6M | 0.00% | −5,652−0.5% | Reduced |
| 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 |