Skip to main content
Livermore
Livermore
ZHEN

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 2023

Institutional positions in Eaton Vance Risk-Managed Diversified Equity Income Fund as of Sep 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
91
+7 vs. Q2 2023
Shares held
10.4M
+1.24M (+13.5%) vs. Q2 2023
Total value
$79.7M
+$4.57M (+6.1%) vs. Q2 2023
New holders
13
30 more added
Sold out
6
25 more reduced

Compare with Q2 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.

Institutional holdersQ3 2023: 91 institutions
Q1 2021: 87 institutionsQ2 2021: 87 institutionsQ3 2021: 79 institutionsQ4 2021: 88 institutionsQ1 2022: 89 institutionsQ2 2022: 87 institutionsQ3 2022: 79 institutionsQ4 2022: 94 institutionsQ1 2023: 89 institutionsQ2 2023: 84 institutionsQ3 2023: 91 institutionsQ4 2023: 87 institutionsQ1 2024: 96 institutionsQ2 2024: 89 institutionsQ3 2024: 86 institutionsQ4 2024: 97 institutionsQ1 2025: 93 institutionsQ2 2025: 105 institutionsQ3 2025: 110 institutionsQ4 2025: 119 institutionsQ1 2026: 119 institutionsQ2 2026: 122 institutions
Value heldQ3 2023: $79.7M
Q1 2021: $87.6MQ2 2021: $90.8MQ3 2021: $81.8MQ4 2021: $85.1MQ1 2022: $78.4MQ2 2022: $67.4MQ3 2022: $69.8MQ4 2022: $67.8MQ1 2023: $69.1MQ2 2023: $75.1MQ3 2023: $79.7MQ4 2023: $89.7MQ1 2024: $101.5MQ2 2024: $106.1MQ3 2024: $108.2MQ4 2024: $112.5MQ1 2025: $115.1MQ2 2025: $128.0MQ3 2025: $132.0MQ4 2025: $132.2MQ1 2026: $115.6MQ2 2026: $119.4M
Institutions holding ETJ and their total value by quarter
QuarterHoldersValue
Q2 2026122$119.4M
Q1 2026119$115.6M
Q4 2025119$132.2M
Q3 2025110$132.0M
Q2 2025105$128.0M
Q1 202593$115.1M
Q4 202497$112.5M
Q3 202486$108.2M
Q2 202489$106.1M
Q1 202496$101.5M
Q4 202387$89.7M
Q3 202391$79.7M
Q2 202384$75.1M
Q1 202389$69.1M
Q4 202294$67.8M
Q3 202279$69.8M
Q2 202287$67.4M
Q1 202289$78.4M
Q4 202188$85.1M
Q3 202179$81.8M
Q2 202187$90.8M
Q1 202187$87.6M

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Eaton Vance Risk-Managed Diversified Equity Income Fund; share changes are against Q2 2023.

Institutions holding ETJ in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Cullen/Frost Bankers, Inc.413$3.17K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC500$3.84K0.00%−6,208−92.5%Reduced
Cary Street Partner Investment Advisory LLC867$6.66K0.00%00.0%Unchanged
Hollencrest Capital Management1,550$11.9K0.00%00.0%Unchanged
Private Trust Co NA2,000$15.4K0.00%+2,000New
Manchester Capital Management LLC2,000$15.4K0.00%+2,000New
Comerica Bank2,048$15.7K0.00%+2,048New
Northwestern Mutual Wealth Management Co3,026$23.2K0.00%00.0%Unchanged
Parallel Advisors, LLC3,885$29.8K0.00%+76+2.0%Added
Hoey Investments, Inc4,000$30.7K0.01%00.0%Unchanged
Creative Capital Management Investments LLC4,694$36.0K0.02%+4,694New
LWM Advisory Services, LLC4,850$37.2K0.04%+4,850New
Princeton Global Asset Management LLC5,752$44.2K0.01%00.0%Unchanged
US Bancorp6,017$46.2K0.00%00.0%Unchanged
Retirement Group, LLC7,655$58.8K0.02%−3,710−32.6%Reduced
Spire Wealth Management7,712$59.2K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group9,700$74.5K0.03%00.0%Unchanged
Avantax Advisory Services, Inc.10,104$77.6K0.00%+10,104New
Insight Advisors, LLC10,189$78.3K0.02%00.0%Unchanged
Sheaff Brock Investment Advisors, LLC10,625$81.6K0.01%00.0%Unchanged
Armor Investment Advisors, LLC11,450$87.9K0.05%00.0%Unchanged
Atria Wealth Solutions, Inc.11,776$90.4K0.00%+11,776New
Steward Partners Investment Advisory, LLC12,339$94.8K0.00%+9,839+393.6%Added
Kestra Advisory Services, LLC12,413$95.3K0.00%+12,413New
MML Investors Services, LLC12,442$96.0K0.00%00.0%Unchanged
AE Wealth Management LLC13,335$102.4K0.00%00.0%Unchanged
J.W. Cole Advisors, Inc.13,533$103.9K0.01%−2,126−13.6%Reduced
Stratos Wealth Partners, LTD.14,290$109.8K0.00%+377+2.7%Added
David J Yvars Group14,397$110.6K0.09%+267+1.9%Added
TD Private Client Wealth LLC14,466$111.1K0.00%00.0%Unchanged
Congress Park Capital LLC15,000$115.2K0.07%00.0%Unchanged
NWF Advisory Services Inc.15,500$119.0K0.03%00.0%Unchanged
International Assets Investment Management, LLC16,109$122.4K0.02%−4,000−19.9%Reduced
Diversified, LLC15,981$122.7K0.03%+39+0.2%Added
Liberty Capital Management, Inc.16,170$124.2K0.04%−7,170−30.7%Reduced
National Asset Management, Inc.17,011$130.6K0.00%−6,058−26.3%Reduced
Flagship Harbor Advisors, LLC17,143$131.7K0.01%+176+1.0%Added
Ameritas Advisory Services, LLC17,228$134.9K0.01%00.0%Unchanged
Wealth Effects LLC19,174$147.3K0.07%−220−1.1%Reduced
Global Assets Advisory, LLC20,000$153.6K0.14%−2,000−9.1%Reduced
Marshall Financial Group LLC20,468$157.2K0.06%00.0%Unchanged
Flow State Investments, L.P.21,245$163.2K0.06%+21,245New
Financial Advisors Network, Inc.21,935$168.5K0.04%+21,935New
Primoris Wealth Advisors, LLC22,102$169.7K0.21%−1,933−8.0%Reduced
Gladstone Institutional Advisory LLC22,352$171.7K0.01%+6,655+42.4%Added
Strategic Financial Concepts, LLC23,000$176.6K0.06%00.0%Unchanged
GPS Wealth Strategies Group, LLC24,261$186.3K0.04%00.0%Unchanged
Syverson Strege & Co25,904$198.9K0.09%00.0%Unchanged
Sigma Planning Corp26,703$205.1K0.01%+1,071+4.2%Added
Cetera Advisor Networks LLC27,141$208.4K0.00%+5,214+23.8%Added
Successful Portfolios LLC27,572$211.8K0.19%−19−0.1%Reduced
NBC Securities, Inc.27,818$213.0K0.02%+27,818New
Transcend Wealth Collective, LLC30,609$235.1K0.02%00.0%Unchanged
SageView Advisory Group, LLC31,492$241.9K0.01%+13,314+73.2%Added
Stratos Wealth Advisors, LLC32,200$247.3K0.02%+1,200+3.9%Added
Formidable Asset Management, LLC34,118$262.0K0.06%−638−1.8%Reduced
Landscape Capital Management, L.L.C.37,959$291.5K0.04%+10,381+37.6%Added
ELCO Management Co., LLC38,449$295.3K0.21%−176−0.5%Reduced
UBS Group AG43,582$334.7K0.00%−3,689−7.8%Reduced
GWM Advisors LLC45,972$353.1K0.00%−4,800−9.5%Reduced
Stifel Financial Corp47,766$366.8K0.00%−103,887−68.5%Reduced
Garden State Investment Advisory Services LLC50,181$385.4K0.18%−168−0.3%Reduced
Rockefeller Capital Management L.P.50,380$386.9K0.00%−657−1.3%Reduced
Elequin Capital LP51,465$395.3K0.08%+51,465New
Centaurus Financial, Inc.52,315$402.0K0.03%−809−1.5%Reduced
Royal Bank of Canada60,303$463.0K0.00%+1,207+2.0%Added
Semus Wealth Partners LLC63,310$486.2K0.45%−50−0.1%Reduced
Pointe Capital Management LLC67,410$517.7K0.41%+320+0.5%Added
Commonwealth Equity Services, LLC75,751$582.0K0.00%−14,171−15.8%Reduced
Ausdal Financial Partners, Inc.79,949$614.0K0.08%+23,408+41.4%Added
First Heartland Consultants, Inc.87,185$670.0K0.08%−720−0.8%Reduced
Private Advisor Group, LLC103,419$794.3K0.01%+2,085+2.1%Added
Advisory Services Network, LLC135,574$1.04M0.03%−6,349−4.5%Reduced
Bank of America Corp184,643$1.42M0.00%+537+0.3%Added
Shaker Financial Services, LLC186,572$1.43M0.67%+186,572New
IHT Wealth Management, LLC207,059$1.59M0.08%+37,856+22.4%Added
LPL Financial LLC246,314$1.89M0.00%+1,115+0.5%Added
Cambridge Investment Research Advisors, Inc.249,704$1.92M0.01%−2,026−0.8%Reduced
Wells Fargo & Company277,354$2.13M0.00%+35,610+14.7%Added
Advisors Asset Management, Inc.311,152$2.39M0.05%+105,470+51.3%Added
Financial Alternatives, Inc355,981$2.73M2.53%−3,397−0.9%Reduced
Cornerstone Advisors, LLC357,079$2.74M0.13%+215,502+152.2%Added
Cohen & Steers, Inc.362,446$2.78M0.01%+61,222+20.3%Added
Raymond James & Associates387,448$2.98M0.00%+27,323+7.6%Added
Ameriprise Financial Inc430,464$3.31M0.00%−18,377−4.1%Reduced
Janney Montgomery Scott LLC447,593$3.44M0.01%+19,243+4.5%Added
Raymond James Financial Services Advisors, Inc.646,270$4.96M0.01%+15,972+2.5%Added
Invesco Ltd.744,555$5.72M0.00%+90,404+13.8%Added
Morgan Stanley774,810$5.95M0.00%+8,439+1.1%Added
Guggenheim Capital LLC936,535$7.19M0.06%+51,619+5.8%Added
Advisor Group Holdings, Inc.1,364,132$10.5M0.02%+365,575+36.6%Added
Resources Investment Advisors, LLC.0$00.00%−19,808−100.0%Sold out
Arete Wealth Advisors, LLC0$00.00%−12,421−100.0%Sold out
ORG Partners LLC0$00.00%−5,000−100.0%Sold out
ICA Group Wealth Management, LLC0$00.00%−1,000−100.0%Sold out
FMR LLC0$00.00%−558−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−4−100.0%Sold out