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, Q1 2024
Institutional positions in Eaton Vance Risk-Managed Diversified Equity Income Fund as of Mar 31, 2024. 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
- 96
- +10 vs. Q4 2023
- Shares held
- 12.3M
- +817.6K (+7.1%) vs. Q4 2023
- Total value
- $101.5M
- +$11.8M (+13.1%) vs. Q4 2023
- New holders
- 15
- 29 more added
- Sold out
- 5
- 27 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Risk-Managed Diversified Equity Income Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 1,391,311 | $11.6M | 0.03% | +28,265+2.1% | Added |
| Guggenheim Capital LLC | 884,306 | $7.38M | 0.05% | −105,616−10.7% | Reduced |
| LPL Financial LLC | 841,281 | $7.02M | 0.00% | +10,733+1.3% | Added |
| Cornerstone Advisors, LLC | 799,923 | $6.68M | 0.28% | +202,790+34.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 795,177 | $6.64M | 0.01% | +164,574+26.1% | Added |
| Invesco Ltd. | 782,556 | $6.53M | 0.00% | −19,170−2.4% | Reduced |
| Morgan Stanley | 712,074 | $5.95M | 0.00% | −829−0.1% | Reduced |
| Raymond James & Associates | 513,369 | $4.29M | 0.00% | +75,901+17.4% | Added |
| Janney Montgomery Scott LLC | 418,346 | $3.49M | 0.01% | −29,380−6.6% | Reduced |
| Advisors Asset Management, Inc. | 395,518 | $3.30M | 0.06% | +38,777+10.9% | Added |
| Cohen & Steers, Inc. | 392,446 | $3.28M | 0.01% | +30,000+8.3% | Added |
| Ameriprise Financial Inc | 353,562 | $2.95M | 0.00% | −27,036−7.1% | Reduced |
| Shaker Financial Services, LLC | 335,907 | $2.80M | 1.09% | +126,348+60.3% | Added |
| Maxwell Wealth Strategies Inc. | 310,425 | $2.64M | 1.34% | +21,854+7.6% | Added |
| Financial Alternatives, Inc | 294,184 | $2.46M | 1.90% | −26,822−8.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 238,797 | $1.99M | 0.01% | +7,664+3.3% | Added |
| Wells Fargo & Company | 211,862 | $1.77M | 0.00% | −63,652−23.1% | Reduced |
| IHT Wealth Management, LLC | 191,467 | $1.60M | 0.06% | −4,182−2.1% | Reduced |
| Landscape Capital Management, L.L.C. | 177,706 | $1.48M | 0.13% | +84,031+89.7% | Added |
| Bank of America Corp | 165,136 | $1.38M | 0.00% | −11,899−6.7% | Reduced |
| Advisory Services Network, LLC | 105,971 | $884.9K | 0.02% | −12,024−10.2% | Reduced |
| Private Advisor Group, LLC | 105,075 | $877.4K | 0.01% | −1,165−1.1% | Reduced |
| First Heartland Consultants, Inc. | 91,161 | $761.0K | 0.08% | +4,852+5.6% | Added |
| Ausdal Financial Partners, Inc. | 83,121 | $694.1K | 0.08% | +6,979+9.2% | Added |
| Commonwealth Equity Services, LLC | 76,659 | $640.0K | 0.00% | −4,959−6.1% | Reduced |
| UBS Group AG | 69,355 | $579.1K | 0.00% | +12,827+22.7% | Added |
| Royal Bank of Canada | 69,283 | $579.0K | 0.00% | +9,988+16.8% | Added |
| Pointe Capital Management LLC | 67,872 | $566.7K | 0.35% | +236+0.3% | Added |
| Flow State Investments, L.P. | 66,137 | $552.2K | 0.16% | +66,137 | New |
| Semus Wealth Partners LLC | 61,235 | $511.3K | 0.43% | −1,224−2.0% | Reduced |
| Centaurus Financial, Inc. | 56,350 | $471.0K | 0.03% | +2,668+5.0% | Added |
| GWM Advisors LLC | 55,117 | $460.2K | 0.00% | +2,295+4.3% | Added |
| HighTower Advisors, LLC | 51,624 | $430.0K | 0.00% | +51,624 | New |
| Garden State Investment Advisory Services LLC | 48,590 | $405.7K | 0.15% | −1,731−3.4% | Reduced |
| Stifel Financial Corp | 44,766 | $373.8K | 0.00% | −3,000−6.3% | Reduced |
| Rockefeller Capital Management L.P. | 41,381 | $345.5K | 0.00% | +10.0% | Added |
| ELCO Management Co., LLC | 38,099 | $318.1K | 0.19% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 33,637 | $280.9K | 0.08% | −2,281−6.4% | Reduced |
| Stratos Wealth Advisors, LLC | 31,200 | $260.5K | 0.02% | −1,000−3.1% | Reduced |
| Transcend Wealth Collective, LLC | 30,609 | $255.6K | 0.02% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 30,365 | $253.5K | 0.04% | −2,270−7.0% | Reduced |
| SageView Advisory Group, LLC | 30,053 | $250.9K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 29,743 | $248.4K | 0.00% | +29,743 | New |
| NBC Securities, Inc. | 29,351 | $245.0K | 0.02% | −706−2.3% | Reduced |
| Sigma Planning Corp | 28,286 | $236.2K | 0.01% | +28,286 | New |
| Successful Portfolios LLC | 27,533 | $229.9K | 0.16% | −16−0.1% | Reduced |
| Strategic Financial Concepts, LLC | 26,000 | $217.1K | 0.05% | +26,000 | New |
| Syverson Strege & Co | 25,904 | $216.3K | 0.08% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 22,732 | $189.8K | 0.00% | +5,225+29.8% | Added |
| Primoris Wealth Advisors, LLC | 22,395 | $187.0K | 0.15% | +221+1.0% | Added |
| Principal Securities, Inc. | 18,853 | $157.4K | 0.00% | 00.0% | Unchanged |
| Wealth Effects LLC | 18,822 | $157.2K | 0.06% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 17,228 | $142.0K | 0.01% | +17,228 | New |
| Flagship Harbor Advisors, LLC | 16,417 | $137.1K | 0.01% | −620−3.6% | Reduced |
| Liberty Capital Management, Inc. | 16,170 | $135.0K | 0.03% | 00.0% | Unchanged |
| National Asset Management, Inc. | 17,011 | $130.6K | 0.00% | +17,011 | New |
| Gladstone Institutional Advisory LLC | 15,536 | $129.7K | 0.01% | −161−1.0% | Reduced |
| NWF Advisory Services Inc. | 15,300 | $127.8K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 15,109 | $126.2K | 0.01% | 00.0% | Unchanged |
| Diversified, LLC | 15,078 | $125.9K | 0.02% | +151+1.0% | Added |
| Congress Park Capital LLC | 15,000 | $125.3K | 0.06% | 00.0% | Unchanged |
| David J Yvars Group | 14,966 | $125.0K | 0.08% | +282+1.9% | Added |
| Kestra Advisory Services, LLC | 14,954 | $124.9K | 0.00% | +2,485+19.9% | Added |
| Marshall Financial Group LLC | 14,910 | $124.5K | 0.04% | −5,558−27.2% | Reduced |
| TD Private Client Wealth LLC | 14,466 | $120.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 14,018 | $117.0K | 0.00% | +1,301+10.2% | Added |
| CNH Partners LLC | 13,871 | $115.8K | 0.00% | +13,871 | New |
| Raymond James Trust N.A. | 13,077 | $109.2K | 0.00% | +13,077 | New |
| Walleye Capital LLC | 13,009 | $108.6K | 0.00% | +13,009 | New |
| MML Investors Services, LLC | 12,559 | $105.0K | 0.00% | +1,470+13.3% | Added |
| Stratos Wealth Partners, LTD. | 12,488 | $104.3K | 0.00% | −1,844−12.9% | Reduced |
| Atria Wealth Solutions, Inc. | 11,835 | $98.8K | 0.00% | +29+0.2% | Added |
| GPS Wealth Strategies Group, LLC | 11,509 | $96.1K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 10,625 | $88.7K | 0.01% | 00.0% | Unchanged |
| Insight Advisors, LLC | 10,189 | $85.1K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9,700 | $81.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 7,712 | $64.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6,760 | $56.4K | 0.00% | +6,760 | New |
| US Bancorp | 6,017 | $50.2K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5,752 | $48.0K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 5,000 | $41.8K | 0.08% | +5,000 | New |
| Creative Capital Management Investments LLC | 4,694 | $39.2K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,296 | $35.9K | 0.00% | −4,502−51.2% | Reduced |
| Parallel Advisors, LLC | 4,048 | $33.8K | 0.00% | +80+2.0% | Added |
| Retirement Group, LLC | 4,020 | $33.6K | 0.01% | −3,635−47.5% | Reduced |
| Hoey Investments, Inc | 4,000 | $33.4K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,947 | $24.6K | 0.00% | +2,947 | New |
| Comerica Bank | 2,048 | $17.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,000 | $16.7K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,000 | $16.7K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 112,725 | $13.5K | 0.62% | +97,725+651.5% | Added |
| Hollencrest Capital Management | 1,550 | $12.9K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,500 | $12.5K | 0.00% | +1,500 | New |
| Smartleaf Asset Management LLC | 1,302 | $10.9K | 0.00% | −39−2.9% | Reduced |
| ICA Group Wealth Management, LLC | 1,000 | $8.35K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 202 | $1.69K | 0.00% | +202 | New |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −31,641−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −15,238−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −13,403−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −12,335−100.0% | Sold out |