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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 202 | $1.69K | 0.00% | +202 | New |
| ICA Group Wealth Management, LLC | 1,000 | $8.35K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,302 | $10.9K | 0.00% | −39−2.9% | Reduced |
| Fernwood Investment Management, LLC | 1,500 | $12.5K | 0.00% | +1,500 | New |
| Hollencrest Capital Management | 1,550 | $12.9K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 112,725 | $13.5K | 0.62% | +97,725+651.5% | Added |
| 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 |
| Comerica Bank | 2,048 | $17.1K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,947 | $24.6K | 0.00% | +2,947 | New |
| Hoey Investments, Inc | 4,000 | $33.4K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 4,020 | $33.6K | 0.01% | −3,635−47.5% | Reduced |
| Parallel Advisors, LLC | 4,048 | $33.8K | 0.00% | +80+2.0% | Added |
| Northwestern Mutual Wealth Management Co | 4,296 | $35.9K | 0.00% | −4,502−51.2% | Reduced |
| Creative Capital Management Investments LLC | 4,694 | $39.2K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 5,000 | $41.8K | 0.08% | +5,000 | New |
| Princeton Global Asset Management LLC | 5,752 | $48.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 6,017 | $50.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6,760 | $56.4K | 0.00% | +6,760 | New |
| Spire Wealth Management | 7,712 | $64.4K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9,700 | $81.0K | 0.02% | 00.0% | Unchanged |
| Insight Advisors, LLC | 10,189 | $85.1K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 10,625 | $88.7K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 11,509 | $96.1K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 11,835 | $98.8K | 0.00% | +29+0.2% | Added |
| Stratos Wealth Partners, LTD. | 12,488 | $104.3K | 0.00% | −1,844−12.9% | Reduced |
| MML Investors Services, LLC | 12,559 | $105.0K | 0.00% | +1,470+13.3% | Added |
| Walleye Capital LLC | 13,009 | $108.6K | 0.00% | +13,009 | New |
| Raymond James Trust N.A. | 13,077 | $109.2K | 0.00% | +13,077 | New |
| CNH Partners LLC | 13,871 | $115.8K | 0.00% | +13,871 | New |
| Steward Partners Investment Advisory, LLC | 14,018 | $117.0K | 0.00% | +1,301+10.2% | Added |
| TD Private Client Wealth LLC | 14,466 | $120.8K | 0.00% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 14,910 | $124.5K | 0.04% | −5,558−27.2% | Reduced |
| Kestra Advisory Services, LLC | 14,954 | $124.9K | 0.00% | +2,485+19.9% | Added |
| David J Yvars Group | 14,966 | $125.0K | 0.08% | +282+1.9% | Added |
| Congress Park Capital LLC | 15,000 | $125.3K | 0.06% | 00.0% | Unchanged |
| Diversified, LLC | 15,078 | $125.9K | 0.02% | +151+1.0% | Added |
| International Assets Investment Management, LLC | 15,109 | $126.2K | 0.01% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 15,300 | $127.8K | 0.02% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 15,536 | $129.7K | 0.01% | −161−1.0% | Reduced |
| National Asset Management, Inc. | 17,011 | $130.6K | 0.00% | +17,011 | New |
| Liberty Capital Management, Inc. | 16,170 | $135.0K | 0.03% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 16,417 | $137.1K | 0.01% | −620−3.6% | Reduced |
| Ameritas Advisory Services, LLC | 17,228 | $142.0K | 0.01% | +17,228 | New |
| Wealth Effects LLC | 18,822 | $157.2K | 0.06% | 00.0% | Unchanged |
| Principal Securities, Inc. | 18,853 | $157.4K | 0.00% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 22,395 | $187.0K | 0.15% | +221+1.0% | Added |
| Susquehanna International Group, LLP | 22,732 | $189.8K | 0.00% | +5,225+29.8% | Added |
| Syverson Strege & Co | 25,904 | $216.3K | 0.08% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 26,000 | $217.1K | 0.05% | +26,000 | New |
| Successful Portfolios LLC | 27,533 | $229.9K | 0.16% | −16−0.1% | Reduced |
| Sigma Planning Corp | 28,286 | $236.2K | 0.01% | +28,286 | New |
| NBC Securities, Inc. | 29,351 | $245.0K | 0.02% | −706−2.3% | Reduced |
| Cetera Investment Advisers | 29,743 | $248.4K | 0.00% | +29,743 | New |
| SageView Advisory Group, LLC | 30,053 | $250.9K | 0.01% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 30,365 | $253.5K | 0.04% | −2,270−7.0% | Reduced |
| Transcend Wealth Collective, LLC | 30,609 | $255.6K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 31,200 | $260.5K | 0.02% | −1,000−3.1% | Reduced |
| Stonebrook Private Inc. | 33,637 | $280.9K | 0.08% | −2,281−6.4% | Reduced |
| ELCO Management Co., LLC | 38,099 | $318.1K | 0.19% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 41,381 | $345.5K | 0.00% | +10.0% | Added |
| Stifel Financial Corp | 44,766 | $373.8K | 0.00% | −3,000−6.3% | Reduced |
| Garden State Investment Advisory Services LLC | 48,590 | $405.7K | 0.15% | −1,731−3.4% | Reduced |
| HighTower Advisors, LLC | 51,624 | $430.0K | 0.00% | +51,624 | New |
| GWM Advisors LLC | 55,117 | $460.2K | 0.00% | +2,295+4.3% | Added |
| Centaurus Financial, Inc. | 56,350 | $471.0K | 0.03% | +2,668+5.0% | Added |
| Semus Wealth Partners LLC | 61,235 | $511.3K | 0.43% | −1,224−2.0% | Reduced |
| Flow State Investments, L.P. | 66,137 | $552.2K | 0.16% | +66,137 | New |
| Pointe Capital Management LLC | 67,872 | $566.7K | 0.35% | +236+0.3% | Added |
| Royal Bank of Canada | 69,283 | $579.0K | 0.00% | +9,988+16.8% | Added |
| UBS Group AG | 69,355 | $579.1K | 0.00% | +12,827+22.7% | Added |
| Commonwealth Equity Services, LLC | 76,659 | $640.0K | 0.00% | −4,959−6.1% | Reduced |
| Ausdal Financial Partners, Inc. | 83,121 | $694.1K | 0.08% | +6,979+9.2% | Added |
| First Heartland Consultants, Inc. | 91,161 | $761.0K | 0.08% | +4,852+5.6% | Added |
| Private Advisor Group, LLC | 105,075 | $877.4K | 0.01% | −1,165−1.1% | Reduced |
| Advisory Services Network, LLC | 105,971 | $884.9K | 0.02% | −12,024−10.2% | Reduced |
| Bank of America Corp | 165,136 | $1.38M | 0.00% | −11,899−6.7% | Reduced |
| Landscape Capital Management, L.L.C. | 177,706 | $1.48M | 0.13% | +84,031+89.7% | Added |
| IHT Wealth Management, LLC | 191,467 | $1.60M | 0.06% | −4,182−2.1% | Reduced |
| Wells Fargo & Company | 211,862 | $1.77M | 0.00% | −63,652−23.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 238,797 | $1.99M | 0.01% | +7,664+3.3% | Added |
| Financial Alternatives, Inc | 294,184 | $2.46M | 1.90% | −26,822−8.4% | Reduced |
| Maxwell Wealth Strategies Inc. | 310,425 | $2.64M | 1.34% | +21,854+7.6% | Added |
| Shaker Financial Services, LLC | 335,907 | $2.80M | 1.09% | +126,348+60.3% | Added |
| Ameriprise Financial Inc | 353,562 | $2.95M | 0.00% | −27,036−7.1% | Reduced |
| Cohen & Steers, Inc. | 392,446 | $3.28M | 0.01% | +30,000+8.3% | Added |
| Advisors Asset Management, Inc. | 395,518 | $3.30M | 0.06% | +38,777+10.9% | Added |
| Janney Montgomery Scott LLC | 418,346 | $3.49M | 0.01% | −29,380−6.6% | Reduced |
| Raymond James & Associates | 513,369 | $4.29M | 0.00% | +75,901+17.4% | Added |
| Morgan Stanley | 712,074 | $5.95M | 0.00% | −829−0.1% | Reduced |
| Invesco Ltd. | 782,556 | $6.53M | 0.00% | −19,170−2.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 795,177 | $6.64M | 0.01% | +164,574+26.1% | Added |
| Cornerstone Advisors, LLC | 799,923 | $6.68M | 0.28% | +202,790+34.0% | Added |
| LPL Financial LLC | 841,281 | $7.02M | 0.00% | +10,733+1.3% | Added |
| Guggenheim Capital LLC | 884,306 | $7.38M | 0.05% | −105,616−10.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,391,311 | $11.6M | 0.03% | +28,265+2.1% | Added |
| 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 |