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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 4 | $33 | 0.00% | +4 | New |
| Cullen/Frost Bankers, Inc. | 413 | $3.40K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 558 | $4.59K | 0.00% | +557+55,700.0% | Added |
| Cary Street Partner Investment Advisory LLC | 867 | $7.12K | 0.00% | +867 | New |
| ICA Group Wealth Management, LLC | 1,000 | $8.22K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,550 | $12.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,500 | $20.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,026 | $24.9K | 0.00% | −383−11.2% | Reduced |
| Parallel Advisors, LLC | 3,809 | $31.3K | 0.00% | +78+2.1% | Added |
| Hoey Investments, Inc | 4,000 | $32.9K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 5,000 | $41.0K | 0.01% | +5,000 | New |
| Princeton Global Asset Management LLC | 5,752 | $47.3K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 6,017 | $49.5K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 6,708 | $50.3K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 7,712 | $63.4K | 0.00% | −74−1.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 9,700 | $79.7K | 0.03% | +3,175+48.7% | Added |
| Insight Advisors, LLC | 10,189 | $83.8K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 10,625 | $87.3K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 11,365 | $93.4K | 0.04% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 11,450 | $94.1K | 0.06% | 00.0% | Unchanged |
| 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 |
| AE Wealth Management LLC | 13,335 | $109.6K | 0.00% | −666−4.8% | Reduced |
| Stratos Wealth Partners, LTD. | 13,913 | $114.4K | 0.00% | +3,040+28.0% | Added |
| David J Yvars Group | 14,130 | $116.1K | 0.10% | +272+2.0% | Added |
| TD Private Client Wealth LLC | 14,466 | $118.9K | 0.01% | 00.0% | Unchanged |
| Congress Park Capital LLC | 15,000 | $123.3K | 0.07% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 15,500 | $127.4K | 0.03% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 15,659 | $128.7K | 0.01% | −5,262−25.2% | Reduced |
| Gladstone Institutional Advisory LLC | 15,697 | $129.0K | 0.01% | 00.0% | Unchanged |
| Diversified, LLC | 15,942 | $131.0K | 0.03% | −1,121−6.6% | Reduced |
| Flagship Harbor Advisors, LLC | 16,967 | $139.5K | 0.01% | −5,057−23.0% | Reduced |
| Ameritas Advisory Services, LLC | 17,228 | $142.5K | 0.02% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 18,178 | $149.4K | 0.01% | +18,178 | New |
| Wealth Effects LLC | 19,394 | $159.4K | 0.07% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 19,808 | $162.8K | 0.00% | −18,047−47.7% | Reduced |
| International Assets Investment Management, LLC | 20,109 | $165.3K | 0.02% | +3,200+18.9% | Added |
| Marshall Financial Group LLC | 20,468 | $168.2K | 0.06% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 21,927 | $180.2K | 0.00% | −3,100−12.4% | Reduced |
| Global Assets Advisory, LLC | 22,000 | $182.6K | 0.17% | −18,000−45.0% | Reduced |
| Strategic Financial Concepts, LLC | 23,000 | $189.1K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 23,069 | $189.9K | 0.00% | −4,336−15.8% | Reduced |
| Liberty Capital Management, Inc. | 23,340 | $191.9K | 0.06% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 24,035 | $197.6K | 0.22% | +1,568+7.0% | Added |
| GPS Wealth Strategies Group, LLC | 24,261 | $199.4K | 0.04% | −2,754−10.2% | Reduced |
| Sigma Planning Corp | 25,632 | $210.7K | 0.01% | +343+1.4% | Added |
| Syverson Strege & Co | 25,904 | $212.9K | 0.09% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 27,578 | $226.7K | 0.03% | −45,371−62.2% | Reduced |
| Successful Portfolios LLC | 27,591 | $226.8K | 0.20% | −24−0.1% | Reduced |
| Transcend Wealth Collective, LLC | 30,609 | $251.6K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 31,000 | $254.8K | 0.02% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 34,756 | $286.0K | 0.06% | −4,334−11.1% | Reduced |
| ELCO Management Co., LLC | 38,625 | $317.5K | 0.23% | +4,000+11.6% | Added |
| UBS Group AG | 47,271 | $388.6K | 0.00% | −5,007−9.6% | Reduced |
| Garden State Investment Advisory Services LLC | 50,349 | $413.9K | 0.18% | +5,029+11.1% | Added |
| GWM Advisors LLC | 50,772 | $417.3K | 0.00% | +1,600+3.3% | Added |
| Rockefeller Capital Management L.P. | 51,037 | $419.5K | 0.00% | −1,350−2.6% | Reduced |
| Centaurus Financial, Inc. | 53,124 | $437.0K | 0.04% | −9,838−15.6% | Reduced |
| Ausdal Financial Partners, Inc. | 56,541 | $464.8K | 0.06% | +6,667+13.4% | Added |
| Royal Bank of Canada | 59,096 | $486.0K | 0.00% | −39−0.1% | Reduced |
| Semus Wealth Partners LLC | 63,360 | $520.8K | 0.48% | +199+0.3% | Added |
| Pointe Capital Management LLC | 67,090 | $551.5K | 0.42% | +312+0.5% | Added |
| First Heartland Consultants, Inc. | 87,905 | $722.6K | 0.09% | +330+0.4% | Added |
| Commonwealth Equity Services, LLC | 89,922 | $739.0K | 0.00% | −5,760−6.0% | Reduced |
| Private Advisor Group, LLC | 101,334 | $833.0K | 0.01% | +359+0.4% | Added |
| Cornerstone Advisors, LLC | 141,577 | $1.16M | 0.06% | +141,577 | New |
| Advisory Services Network, LLC | 141,923 | $1.17M | 0.03% | +3,848+2.8% | Added |
| Stifel Financial Corp | 151,653 | $1.25M | 0.00% | −8,420−5.3% | Reduced |
| IHT Wealth Management, LLC | 169,203 | $1.39M | 0.07% | +8,066+5.0% | Added |
| Bank of America Corp | 184,106 | $1.51M | 0.00% | −2,702−1.4% | Reduced |
| Advisors Asset Management, Inc. | 205,682 | $1.69M | 0.03% | +65,773+47.0% | Added |
| Wells Fargo & Company | 241,744 | $1.99M | 0.00% | −32,552−11.9% | Reduced |
| LPL Financial LLC | 245,199 | $2.02M | 0.00% | +1,601+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 251,730 | $2.07M | 0.01% | +113,360+81.9% | Added |
| Cohen & Steers, Inc. | 301,224 | $2.48M | 0.01% | +124,530+70.5% | Added |
| Financial Alternatives, Inc | 359,378 | $2.95M | 2.67% | −6,624−1.8% | Reduced |
| Raymond James & Associates | 360,125 | $2.96M | 0.00% | +240,867+202.0% | Added |
| Janney Montgomery Scott LLC | 428,350 | $3.52M | 0.01% | +11,706+2.8% | Added |
| Ameriprise Financial Inc | 448,841 | $3.70M | 0.00% | +3,065+0.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 630,298 | $5.18M | 0.01% | +169,904+36.9% | Added |
| Invesco Ltd. | 654,151 | $5.38M | 0.00% | −58,549−8.2% | Reduced |
| Morgan Stanley | 766,371 | $6.30M | 0.00% | −24,012−3.0% | Reduced |
| Guggenheim Capital LLC | 884,916 | $7.27M | 0.06% | +202,710+29.7% | Added |
| Advisor Group Holdings, Inc. | 998,557 | $8.21M | 0.01% | −51,036−4.9% | Reduced |
| 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 |