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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.

Institutional holdersQ4 2023: 87 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 heldQ4 2023: $89.7M
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, 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.

Institutions holding ETJ in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Baystate Wealth Management LLC503$3.95K0.00%+503New
ICA Group Wealth Management, LLC1,000$7.84K0.00%+1,000New
Smartleaf Asset Management LLC1,341$10.5K0.00%+1,341New
Hollencrest Capital Management1,550$12.2K0.00%00.0%Unchanged
Private Trust Co NA2,000$15.7K0.00%00.0%Unchanged
Manchester Capital Management LLC2,000$15.7K0.00%00.0%Unchanged
Comerica Bank2,048$16.1K0.00%00.0%Unchanged
Parallel Advisors, LLC3,968$31.1K0.00%+83+2.1%Added
Hoey Investments, Inc4,000$31.4K0.01%00.0%Unchanged
Creative Capital Management Investments LLC4,694$36.8K0.02%00.0%Unchanged
Princeton Global Asset Management LLC5,752$45.1K0.01%00.0%Unchanged
US Bancorp6,017$47.2K0.00%00.0%Unchanged
Elequin Capital LP6,585$51.6K0.02%−44,880−87.2%Reduced
Retirement Group, LLC7,655$60.0K0.02%00.0%Unchanged
Spire Wealth Management7,712$61.6K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co8,798$69.0K0.00%+5,772+190.7%Added
Oliver Lagore Vanvalin Investment Group9,700$76.0K0.03%00.0%Unchanged
Insight Advisors, LLC10,189$79.9K0.02%00.0%Unchanged
Sheaff Brock Investment Advisors, LLC10,625$83.3K0.01%00.0%Unchanged
MML Investors Services, LLC11,089$87.0K0.00%−1,353−10.9%Reduced
GPS Wealth Strategies Group, LLC11,509$90.2K0.02%−12,752−52.6%Reduced
Atria Wealth Solutions, Inc.11,806$92.6K0.00%+30+0.3%Added
Kestra Advisory Services, LLC12,469$97.8K0.00%+56+0.5%Added
AE Wealth Management LLC12,335$97.9K0.00%−1,000−7.5%Reduced
Steward Partners Investment Advisory, LLC12,717$99.7K0.00%+378+3.1%Added
J.W. Cole Advisors, Inc.13,403$105.1K0.01%−130−1.0%Reduced
Stratos Wealth Partners, LTD.14,332$112.4K0.00%+42+0.3%Added
TD Private Client Wealth LLC14,466$113.4K0.00%00.0%Unchanged
David J Yvars Group14,684$115.1K0.09%+287+2.0%Added
Global Assets Advisory, LLC15,000$117.0K0.15%−5,000−25.0%Reduced
Diversified, LLC14,927$117.0K0.03%−1,054−6.6%Reduced
Congress Park Capital LLC15,000$117.6K0.06%00.0%Unchanged
International Assets Investment Management, LLC15,109$118.5K0.02%−1,000−6.2%Reduced
Weiss Asset Management LP15,238$119.5K0.01%+15,238New
NWF Advisory Services Inc.15,300$120.0K0.02%−200−1.3%Reduced
Gladstone Institutional Advisory LLC15,697$123.1K0.01%−6,655−29.8%Reduced
Liberty Capital Management, Inc.16,170$126.8K0.03%00.0%Unchanged
Flagship Harbor Advisors, LLC17,037$133.6K0.01%−106−0.6%Reduced
Susquehanna International Group, LLP17,507$137.3K0.00%+17,507New
Wealth Effects LLC18,822$147.6K0.06%−352−1.8%Reduced
Principal Securities, Inc.18,853$147.8K0.01%+18,853New
Marshall Financial Group LLC20,468$160.5K0.05%00.0%Unchanged
Primoris Wealth Advisors, LLC22,174$173.8K0.16%+72+0.3%Added
Syverson Strege & Co25,904$203.1K0.08%00.0%Unchanged
Successful Portfolios LLC27,549$216.0K0.16%−23−0.1%Reduced
NBC Securities, Inc.30,057$235.0K0.02%+2,239+8.0%Added
SageView Advisory Group, LLC30,053$239.8K0.01%−1,439−4.6%Reduced
Transcend Wealth Collective, LLC30,609$240.0K0.02%00.0%Unchanged
Cetera Advisor Networks LLC31,641$248.1K0.00%+4,500+16.6%Added
Stratos Wealth Advisors, LLC32,200$252.4K0.01%00.0%Unchanged
Formidable Asset Management, LLC32,635$255.9K0.06%−1,483−4.3%Reduced
Stonebrook Private Inc.35,918$281.6K0.09%+35,918New
ELCO Management Co., LLC38,099$298.7K0.20%−350−0.9%Reduced
Rockefeller Capital Management L.P.41,380$324.4K0.00%−9,000−17.9%Reduced
Stifel Financial Corp47,766$374.5K0.00%00.0%Unchanged
Garden State Investment Advisory Services LLC50,321$394.5K0.16%+140+0.3%Added
GWM Advisors LLC52,822$417.1K0.00%+6,850+14.9%Added
Centaurus Financial, Inc.53,682$421.0K0.03%+1,367+2.6%Added
UBS Group AG56,528$443.2K0.00%+12,946+29.7%Added
Royal Bank of Canada59,295$465.0K0.00%−1,008−1.7%Reduced
Semus Wealth Partners LLC62,459$489.7K0.40%−851−1.3%Reduced
Pointe Capital Management LLC67,636$530.3K0.37%+226+0.3%Added
Ausdal Financial Partners, Inc.76,142$597.0K0.07%−3,807−4.8%Reduced
Commonwealth Equity Services, LLC81,618$640.0K0.00%+5,867+7.7%Added
First Heartland Consultants, Inc.86,309$677.0K0.08%−876−1.0%Reduced
Landscape Capital Management, L.L.C.93,675$734.4K0.07%+55,716+146.8%Added
Private Advisor Group, LLC106,240$832.9K0.01%+2,821+2.7%Added
Advisory Services Network, LLC117,995$925.1K0.02%−17,579−13.0%Reduced
Bank of America Corp177,035$1.39M0.00%−7,608−4.1%Reduced
IHT Wealth Management, LLC195,649$1.53M0.07%−11,410−5.5%Reduced
Shaker Financial Services, LLC209,559$1.64M0.67%+22,987+12.3%Added
Cambridge Investment Research Advisors, Inc.231,133$1.81M0.01%−18,571−7.4%Reduced
Wells Fargo & Company275,514$2.16M0.00%−1,840−0.7%Reduced
Maxwell Wealth Strategies Inc.288,571$2.26M1.48%+288,571New
Financial Alternatives, Inc321,006$2.52M2.13%−34,975−9.8%Reduced
Advisors Asset Management, Inc.356,741$2.80M0.06%+45,589+14.7%Added
Cohen & Steers, Inc.362,446$2.84M0.01%00.0%Unchanged
Ameriprise Financial Inc380,598$2.98M0.00%−49,866−11.6%Reduced
Raymond James & Associates437,468$3.43M0.00%+50,020+12.9%Added
Janney Montgomery Scott LLC447,726$3.51M0.01%+1330.0%Added
Cornerstone Advisors, LLC597,133$4.68M0.21%+240,054+67.2%Added
Raymond James Financial Services Advisors, Inc.630,603$4.94M0.01%−15,667−2.4%Reduced
Morgan Stanley712,903$5.59M0.00%−61,907−8.0%Reduced
Invesco Ltd.801,726$6.29M0.00%+57,171+7.7%Added
LPL Financial LLC830,548$6.51M0.00%+584,234+237.2%Added
Guggenheim Capital LLC989,922$7.76M0.06%+53,387+5.7%Added
Advisor Group Holdings, Inc.1,363,046$10.7M0.02%−1,086−0.1%Reduced
Sigma Planning Corp0$00.00%−26,703−100.0%Sold out
Strategic Financial Concepts, LLC0$00.00%−23,000−100.0%Sold out
Financial Advisors Network, Inc.0$00.00%−21,935−100.0%Sold out
Flow State Investments, L.P.0$00.00%−21,245−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−17,228−100.0%Sold out
National Asset Management, Inc.0$00.00%−17,011−100.0%Sold out
Armor Investment Advisors, LLC0$00.00%−11,450−100.0%Sold out
Avantax Advisory Services, Inc.0$00.00%−10,104−100.0%Sold out
LWM Advisory Services, LLC0$00.00%−4,850−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−867−100.0%Sold out
FinTrust Capital Advisors, LLC0$00.00%−500−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−413−100.0%Sold out