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 2023
Institutional positions in Eaton Vance Risk-Managed Diversified Equity Income Fund as of Dec 31, 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
- 87
- −4 vs. Q3 2023
- Shares held
- 11.4M
- +1.06M (+10.2%) vs. Q3 2023
- Total value
- $89.7M
- +$10.0M (+12.5%) vs. Q3 2023
- New holders
- 8
- 26 more added
- Sold out
- 12
- 31 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Risk-Managed Diversified Equity Income Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 1,363,046 | $10.7M | 0.02% | −1,086−0.1% | Reduced |
| Guggenheim Capital LLC | 989,922 | $7.76M | 0.06% | +53,387+5.7% | Added |
| LPL Financial LLC | 830,548 | $6.51M | 0.00% | +584,234+237.2% | Added |
| Invesco Ltd. | 801,726 | $6.29M | 0.00% | +57,171+7.7% | Added |
| Morgan Stanley | 712,903 | $5.59M | 0.00% | −61,907−8.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 630,603 | $4.94M | 0.01% | −15,667−2.4% | Reduced |
| Cornerstone Advisors, LLC | 597,133 | $4.68M | 0.21% | +240,054+67.2% | Added |
| Janney Montgomery Scott LLC | 447,726 | $3.51M | 0.01% | +1330.0% | Added |
| Raymond James & Associates | 437,468 | $3.43M | 0.00% | +50,020+12.9% | Added |
| Ameriprise Financial Inc | 380,598 | $2.98M | 0.00% | −49,866−11.6% | Reduced |
| Cohen & Steers, Inc. | 362,446 | $2.84M | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 356,741 | $2.80M | 0.06% | +45,589+14.7% | Added |
| Financial Alternatives, Inc | 321,006 | $2.52M | 2.13% | −34,975−9.8% | Reduced |
| Maxwell Wealth Strategies Inc. | 288,571 | $2.26M | 1.48% | +288,571 | New |
| Wells Fargo & Company | 275,514 | $2.16M | 0.00% | −1,840−0.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 231,133 | $1.81M | 0.01% | −18,571−7.4% | Reduced |
| Shaker Financial Services, LLC | 209,559 | $1.64M | 0.67% | +22,987+12.3% | Added |
| IHT Wealth Management, LLC | 195,649 | $1.53M | 0.07% | −11,410−5.5% | Reduced |
| Bank of America Corp | 177,035 | $1.39M | 0.00% | −7,608−4.1% | Reduced |
| Advisory Services Network, LLC | 117,995 | $925.1K | 0.02% | −17,579−13.0% | Reduced |
| Private Advisor Group, LLC | 106,240 | $832.9K | 0.01% | +2,821+2.7% | Added |
| Landscape Capital Management, L.L.C. | 93,675 | $734.4K | 0.07% | +55,716+146.8% | Added |
| First Heartland Consultants, Inc. | 86,309 | $677.0K | 0.08% | −876−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 81,618 | $640.0K | 0.00% | +5,867+7.7% | Added |
| Ausdal Financial Partners, Inc. | 76,142 | $597.0K | 0.07% | −3,807−4.8% | Reduced |
| Pointe Capital Management LLC | 67,636 | $530.3K | 0.37% | +226+0.3% | Added |
| Semus Wealth Partners LLC | 62,459 | $489.7K | 0.40% | −851−1.3% | Reduced |
| Royal Bank of Canada | 59,295 | $465.0K | 0.00% | −1,008−1.7% | Reduced |
| UBS Group AG | 56,528 | $443.2K | 0.00% | +12,946+29.7% | Added |
| Centaurus Financial, Inc. | 53,682 | $421.0K | 0.03% | +1,367+2.6% | Added |
| GWM Advisors LLC | 52,822 | $417.1K | 0.00% | +6,850+14.9% | Added |
| Garden State Investment Advisory Services LLC | 50,321 | $394.5K | 0.16% | +140+0.3% | Added |
| Stifel Financial Corp | 47,766 | $374.5K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 41,380 | $324.4K | 0.00% | −9,000−17.9% | Reduced |
| ELCO Management Co., LLC | 38,099 | $298.7K | 0.20% | −350−0.9% | Reduced |
| Stonebrook Private Inc. | 35,918 | $281.6K | 0.09% | +35,918 | New |
| Formidable Asset Management, LLC | 32,635 | $255.9K | 0.06% | −1,483−4.3% | Reduced |
| Stratos Wealth Advisors, LLC | 32,200 | $252.4K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 31,641 | $248.1K | 0.00% | +4,500+16.6% | Added |
| Transcend Wealth Collective, LLC | 30,609 | $240.0K | 0.02% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 30,053 | $239.8K | 0.01% | −1,439−4.6% | Reduced |
| NBC Securities, Inc. | 30,057 | $235.0K | 0.02% | +2,239+8.0% | Added |
| Successful Portfolios LLC | 27,549 | $216.0K | 0.16% | −23−0.1% | Reduced |
| Syverson Strege & Co | 25,904 | $203.1K | 0.08% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 22,174 | $173.8K | 0.16% | +72+0.3% | Added |
| Marshall Financial Group LLC | 20,468 | $160.5K | 0.05% | 00.0% | Unchanged |
| Principal Securities, Inc. | 18,853 | $147.8K | 0.01% | +18,853 | New |
| Wealth Effects LLC | 18,822 | $147.6K | 0.06% | −352−1.8% | Reduced |
| Susquehanna International Group, LLP | 17,507 | $137.3K | 0.00% | +17,507 | New |
| Flagship Harbor Advisors, LLC | 17,037 | $133.6K | 0.01% | −106−0.6% | Reduced |
| Liberty Capital Management, Inc. | 16,170 | $126.8K | 0.03% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 15,697 | $123.1K | 0.01% | −6,655−29.8% | Reduced |
| NWF Advisory Services Inc. | 15,300 | $120.0K | 0.02% | −200−1.3% | Reduced |
| Weiss Asset Management LP | 15,238 | $119.5K | 0.01% | +15,238 | New |
| International Assets Investment Management, LLC | 15,109 | $118.5K | 0.02% | −1,000−6.2% | Reduced |
| Congress Park Capital LLC | 15,000 | $117.6K | 0.06% | 00.0% | Unchanged |
| Diversified, LLC | 14,927 | $117.0K | 0.03% | −1,054−6.6% | Reduced |
| Global Assets Advisory, LLC | 15,000 | $117.0K | 0.15% | −5,000−25.0% | Reduced |
| David J Yvars Group | 14,684 | $115.1K | 0.09% | +287+2.0% | Added |
| TD Private Client Wealth LLC | 14,466 | $113.4K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 14,332 | $112.4K | 0.00% | +42+0.3% | Added |
| J.W. Cole Advisors, Inc. | 13,403 | $105.1K | 0.01% | −130−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 12,717 | $99.7K | 0.00% | +378+3.1% | Added |
| AE Wealth Management LLC | 12,335 | $97.9K | 0.00% | −1,000−7.5% | Reduced |
| Kestra Advisory Services, LLC | 12,469 | $97.8K | 0.00% | +56+0.5% | Added |
| Atria Wealth Solutions, Inc. | 11,806 | $92.6K | 0.00% | +30+0.3% | Added |
| GPS Wealth Strategies Group, LLC | 11,509 | $90.2K | 0.02% | −12,752−52.6% | Reduced |
| MML Investors Services, LLC | 11,089 | $87.0K | 0.00% | −1,353−10.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 10,625 | $83.3K | 0.01% | 00.0% | Unchanged |
| Insight Advisors, LLC | 10,189 | $79.9K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9,700 | $76.0K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 8,798 | $69.0K | 0.00% | +5,772+190.7% | Added |
| Spire Wealth Management | 7,712 | $61.6K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 7,655 | $60.0K | 0.02% | 00.0% | Unchanged |
| Elequin Capital LP | 6,585 | $51.6K | 0.02% | −44,880−87.2% | Reduced |
| US Bancorp | 6,017 | $47.2K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5,752 | $45.1K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 4,694 | $36.8K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 4,000 | $31.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,968 | $31.1K | 0.00% | +83+2.1% | Added |
| Comerica Bank | 2,048 | $16.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,000 | $15.7K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,000 | $15.7K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,550 | $12.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,341 | $10.5K | 0.00% | +1,341 | New |
| ICA Group Wealth Management, LLC | 1,000 | $7.84K | 0.00% | +1,000 | New |
| Baystate Wealth Management LLC | 503 | $3.95K | 0.00% | +503 | New |
| Sigma Planning Corp | 0 | $0 | 0.00% | −26,703−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Financial Advisors Network, Inc. | 0 | $0 | 0.00% | −21,935−100.0% | Sold out |
| Flow State Investments, L.P. | 0 | $0 | 0.00% | −21,245−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −17,228−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −17,011−100.0% | Sold out |
| Armor Investment Advisors, LLC | 0 | $0 | 0.00% | −11,450−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −10,104−100.0% | Sold out |
| LWM Advisory Services, LLC | 0 | $0 | 0.00% | −4,850−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −867−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −413−100.0% | Sold out |