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 2023
Institutional positions in Eaton Vance Risk-Managed Diversified Equity Income Fund as of Jun 30, 2023. 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
- 84
- −4 vs. Q1 2023
- Shares held
- 9.14M
- +442.8K (+5.1%) vs. Q1 2023
- Total value
- $75.1M
- +$6.00M (+8.7%) vs. Q1 2023
- New holders
- 5
- 28 more added
- Sold out
- 9
- 27 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Risk-Managed Diversified Equity Income Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 998,557 | $8.21M | 0.01% | −51,036−4.9% | Reduced |
| Guggenheim Capital LLC | 884,916 | $7.27M | 0.06% | +202,710+29.7% | Added |
| Morgan Stanley | 766,371 | $6.30M | 0.00% | −24,012−3.0% | Reduced |
| Invesco Ltd. | 654,151 | $5.38M | 0.00% | −58,549−8.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 630,298 | $5.18M | 0.01% | +169,904+36.9% | Added |
| Ameriprise Financial Inc | 448,841 | $3.70M | 0.00% | +3,065+0.7% | Added |
| Janney Montgomery Scott LLC | 428,350 | $3.52M | 0.01% | +11,706+2.8% | Added |
| Raymond James & Associates | 360,125 | $2.96M | 0.00% | +240,867+202.0% | Added |
| Financial Alternatives, Inc | 359,378 | $2.95M | 2.67% | −6,624−1.8% | Reduced |
| Cohen & Steers, Inc. | 301,224 | $2.48M | 0.01% | +124,530+70.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 251,730 | $2.07M | 0.01% | +113,360+81.9% | Added |
| LPL Financial LLC | 245,199 | $2.02M | 0.00% | +1,601+0.7% | Added |
| Wells Fargo & Company | 241,744 | $1.99M | 0.00% | −32,552−11.9% | Reduced |
| Advisors Asset Management, Inc. | 205,682 | $1.69M | 0.03% | +65,773+47.0% | Added |
| Bank of America Corp | 184,106 | $1.51M | 0.00% | −2,702−1.4% | Reduced |
| IHT Wealth Management, LLC | 169,203 | $1.39M | 0.07% | +8,066+5.0% | Added |
| Stifel Financial Corp | 151,653 | $1.25M | 0.00% | −8,420−5.3% | Reduced |
| Advisory Services Network, LLC | 141,923 | $1.17M | 0.03% | +3,848+2.8% | Added |
| Cornerstone Advisors, LLC | 141,577 | $1.16M | 0.06% | +141,577 | New |
| Private Advisor Group, LLC | 101,334 | $833.0K | 0.01% | +359+0.4% | Added |
| Commonwealth Equity Services, LLC | 89,922 | $739.0K | 0.00% | −5,760−6.0% | Reduced |
| First Heartland Consultants, Inc. | 87,905 | $722.6K | 0.09% | +330+0.4% | Added |
| Pointe Capital Management LLC | 67,090 | $551.5K | 0.42% | +312+0.5% | Added |
| Semus Wealth Partners LLC | 63,360 | $520.8K | 0.48% | +199+0.3% | Added |
| Royal Bank of Canada | 59,096 | $486.0K | 0.00% | −39−0.1% | Reduced |
| Ausdal Financial Partners, Inc. | 56,541 | $464.8K | 0.06% | +6,667+13.4% | Added |
| Centaurus Financial, Inc. | 53,124 | $437.0K | 0.04% | −9,838−15.6% | Reduced |
| Rockefeller Capital Management L.P. | 51,037 | $419.5K | 0.00% | −1,350−2.6% | Reduced |
| GWM Advisors LLC | 50,772 | $417.3K | 0.00% | +1,600+3.3% | Added |
| Garden State Investment Advisory Services LLC | 50,349 | $413.9K | 0.18% | +5,029+11.1% | Added |
| UBS Group AG | 47,271 | $388.6K | 0.00% | −5,007−9.6% | Reduced |
| ELCO Management Co., LLC | 38,625 | $317.5K | 0.23% | +4,000+11.6% | Added |
| Formidable Asset Management, LLC | 34,756 | $286.0K | 0.06% | −4,334−11.1% | Reduced |
| Stratos Wealth Advisors, LLC | 31,000 | $254.8K | 0.02% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 30,609 | $251.6K | 0.02% | 00.0% | Unchanged |
| Successful Portfolios LLC | 27,591 | $226.8K | 0.20% | −24−0.1% | Reduced |
| Landscape Capital Management, L.L.C. | 27,578 | $226.7K | 0.03% | −45,371−62.2% | Reduced |
| Syverson Strege & Co | 25,904 | $212.9K | 0.09% | 00.0% | Unchanged |
| Sigma Planning Corp | 25,632 | $210.7K | 0.01% | +343+1.4% | Added |
| GPS Wealth Strategies Group, LLC | 24,261 | $199.4K | 0.04% | −2,754−10.2% | Reduced |
| Primoris Wealth Advisors, LLC | 24,035 | $197.6K | 0.22% | +1,568+7.0% | Added |
| Liberty Capital Management, Inc. | 23,340 | $191.9K | 0.06% | 00.0% | Unchanged |
| National Asset Management, Inc. | 23,069 | $189.9K | 0.00% | −4,336−15.8% | Reduced |
| Strategic Financial Concepts, LLC | 23,000 | $189.1K | 0.07% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 22,000 | $182.6K | 0.17% | −18,000−45.0% | Reduced |
| Cetera Advisor Networks LLC | 21,927 | $180.2K | 0.00% | −3,100−12.4% | Reduced |
| Marshall Financial Group LLC | 20,468 | $168.2K | 0.06% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 20,109 | $165.3K | 0.02% | +3,200+18.9% | Added |
| Resources Investment Advisors, LLC. | 19,808 | $162.8K | 0.00% | −18,047−47.7% | Reduced |
| Wealth Effects LLC | 19,394 | $159.4K | 0.07% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 18,178 | $149.4K | 0.01% | +18,178 | New |
| Ameritas Advisory Services, LLC | 17,228 | $142.5K | 0.02% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 16,967 | $139.5K | 0.01% | −5,057−23.0% | Reduced |
| Diversified, LLC | 15,942 | $131.0K | 0.03% | −1,121−6.6% | Reduced |
| Gladstone Institutional Advisory LLC | 15,697 | $129.0K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 15,659 | $128.7K | 0.01% | −5,262−25.2% | Reduced |
| NWF Advisory Services Inc. | 15,500 | $127.4K | 0.03% | 00.0% | Unchanged |
| Congress Park Capital LLC | 15,000 | $123.3K | 0.07% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 14,466 | $118.9K | 0.01% | 00.0% | Unchanged |
| David J Yvars Group | 14,130 | $116.1K | 0.10% | +272+2.0% | Added |
| Stratos Wealth Partners, LTD. | 13,913 | $114.4K | 0.00% | +3,040+28.0% | Added |
| AE Wealth Management LLC | 13,335 | $109.6K | 0.00% | −666−4.8% | Reduced |
| MML Investors Services, LLC | 12,442 | $102.0K | 0.00% | −726−5.5% | Reduced |
| Arete Wealth Advisors, LLC | 12,421 | $102.0K | 0.01% | +148+1.2% | Added |
| Armor Investment Advisors, LLC | 11,450 | $94.1K | 0.06% | 00.0% | Unchanged |
| Retirement Group, LLC | 11,365 | $93.4K | 0.04% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 10,625 | $87.3K | 0.01% | 00.0% | Unchanged |
| Insight Advisors, LLC | 10,189 | $83.8K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9,700 | $79.7K | 0.03% | +3,175+48.7% | Added |
| Spire Wealth Management | 7,712 | $63.4K | 0.00% | −74−1.0% | Reduced |
| FinTrust Capital Advisors, LLC | 6,708 | $50.3K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 6,017 | $49.5K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5,752 | $47.3K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 5,000 | $41.0K | 0.01% | +5,000 | New |
| Hoey Investments, Inc | 4,000 | $32.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,809 | $31.3K | 0.00% | +78+2.1% | Added |
| Northwestern Mutual Wealth Management Co | 3,026 | $24.9K | 0.00% | −383−11.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,500 | $20.6K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,550 | $12.7K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,000 | $8.22K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 867 | $7.12K | 0.00% | +867 | New |
| FMR LLC | 558 | $4.59K | 0.00% | +557+55,700.0% | Added |
| Cullen/Frost Bankers, Inc. | 413 | $3.40K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4 | $33 | 0.00% | +4 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −242,493−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −59,881−100.0% | Sold out |
| Heritage Trust Co | 0 | $0 | 0.00% | −20,310−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −17,665−100.0% | Sold out |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −12,742−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −10,313−100.0% | Sold out |
| Aviance Capital Partners, LLC | 0 | $0 | 0.00% | −10,195−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −10,175−100.0% | Sold out |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |