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, Q2 2024
Institutional positions in Eaton Vance Risk-Managed Diversified Equity Income Fund as of Jun 30, 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
- 89
- −6 vs. Q1 2024
- Shares held
- 12.3M
- +84.9K (+0.7%) vs. Q1 2024
- Total value
- $106.1M
- +$4.72M (+4.7%) vs. Q1 2024
- New holders
- 6
- 34 more added
- Sold out
- 12
- 26 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Risk-Managed Diversified Equity Income Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cornerstone Advisors, LLC | 1,293,780 | $11.4M | 0.46% | +493,857+61.7% | Added |
| Advisor Group Holdings, Inc. | 991,366 | $8.70M | 0.02% | −399,945−28.7% | Reduced |
| Guggenheim Capital LLC | 864,220 | $7.59M | 0.05% | −20,086−2.3% | Reduced |
| LPL Financial LLC | 852,161 | $7.48M | 0.00% | +10,880+1.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 799,353 | $7.02M | 0.01% | +4,176+0.5% | Added |
| Morgan Stanley | 755,448 | $6.63M | 0.00% | +43,374+6.1% | Added |
| Invesco Ltd. | 753,956 | $6.62M | 0.00% | −28,600−3.7% | Reduced |
| Raymond James & Associates | 521,946 | $4.58M | 0.00% | +8,577+1.7% | Added |
| Janney Montgomery Scott LLC | 442,806 | $3.89M | 0.01% | +24,460+5.8% | Added |
| Cohen & Steers, Inc. | 442,446 | $3.88M | 0.01% | +50,000+12.7% | Added |
| Advisors Asset Management, Inc. | 393,153 | $3.45M | 0.07% | −2,365−0.6% | Reduced |
| Ameriprise Financial Inc | 359,414 | $3.16M | 0.00% | +5,852+1.7% | Added |
| Maxwell Wealth Strategies Inc. | 310,548 | $2.73M | 1.34% | +1230.0% | Added |
| Financial Alternatives, Inc | 272,906 | $2.40M | 1.80% | −21,278−7.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 245,670 | $2.16M | 0.01% | +6,873+2.9% | Added |
| Wells Fargo & Company | 218,556 | $1.92M | 0.00% | +6,694+3.2% | Added |
| Shaker Financial Services, LLC | 209,915 | $1.84M | 0.75% | −125,992−37.5% | Reduced |
| IHT Wealth Management, LLC | 199,111 | $1.75M | 0.07% | +7,644+4.0% | Added |
| Bank of America Corp | 166,433 | $1.46M | 0.00% | +1,297+0.8% | Added |
| Landscape Capital Management, L.L.C. | 145,009 | $1.27M | 0.11% | −32,697−18.4% | Reduced |
| Private Advisor Group, LLC | 111,170 | $976.1K | 0.01% | +6,095+5.8% | Added |
| Advisory Services Network, LLC | 108,328 | $951.1K | 0.02% | +2,357+2.2% | Added |
| UBS Group AG | 95,797 | $841.1K | 0.00% | +26,442+38.1% | Added |
| First Heartland Consultants, Inc. | 88,721 | $779.0K | 0.08% | −2,440−2.7% | Reduced |
| Ausdal Financial Partners, Inc. | 85,884 | $754.1K | 0.08% | +2,763+3.3% | Added |
| Commonwealth Equity Services, LLC | 75,585 | $664.0K | 0.00% | −1,074−1.4% | Reduced |
| Royal Bank of Canada | 70,599 | $620.0K | 0.00% | +1,316+1.9% | Added |
| Pointe Capital Management LLC | 68,233 | $599.1K | 0.37% | +361+0.5% | Added |
| Centaurus Financial, Inc. | 66,658 | $585.0K | 0.04% | +10,308+18.3% | Added |
| Flow State Investments, L.P. | 60,236 | $528.9K | 0.17% | −5,901−8.9% | Reduced |
| Stifel Financial Corp | 53,594 | $470.6K | 0.00% | +8,828+19.7% | Added |
| Semus Wealth Partners LLC | 52,653 | $462.3K | 0.36% | −8,582−14.0% | Reduced |
| Garden State Investment Advisory Services LLC | 48,811 | $428.6K | 0.15% | +221+0.5% | Added |
| GWM Advisors LLC | 47,772 | $419.4K | 0.00% | −7,345−13.3% | Reduced |
| HighTower Advisors, LLC | 47,772 | $419.0K | 0.00% | −3,852−7.5% | Reduced |
| ELCO Management Co., LLC | 36,827 | $323.3K | 0.19% | −1,272−3.3% | Reduced |
| Cetera Investment Advisers | 33,726 | $296.1K | 0.00% | +3,983+13.4% | Added |
| SageView Advisory Group, LLC | 33,605 | $295.1K | 0.01% | +3,552+11.8% | Added |
| Independent Financial Group, LLC | 33,415 | $293.4K | 0.01% | +33,415 | New |
| Stratos Wealth Advisors, LLC | 31,200 | $273.9K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 30,609 | $268.7K | 0.02% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 30,547 | $268.2K | 0.04% | +182+0.6% | Added |
| Sigma Planning Corp | 28,805 | $252.9K | 0.01% | +519+1.8% | Added |
| Successful Portfolios LLC | 27,527 | $241.7K | 0.17% | −60.0% | Reduced |
| NBC Securities, Inc. | 26,896 | $236.0K | 0.02% | −2,455−8.4% | Reduced |
| Syverson Strege & Co | 25,904 | $227.4K | 0.08% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 21,446 | $188.3K | 0.15% | −949−4.2% | Reduced |
| Susquehanna International Group, LLP | 21,414 | $188.0K | 0.00% | −1,318−5.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 19,417 | $170.5K | 0.02% | +8,792+82.7% | Added |
| Principal Securities, Inc. | 19,269 | $169.2K | 0.00% | +416+2.2% | Added |
| Two Sigma Securities, LLC | 18,846 | $165.5K | 0.01% | +18,846 | New |
| Ameritas Advisory Services, LLC | 18,506 | $162.5K | 0.01% | +1,278+7.4% | Added |
| Wealth Effects LLC | 17,322 | $152.1K | 0.06% | −1,500−8.0% | Reduced |
| Liberty Capital Management, Inc. | 16,170 | $142.0K | 0.03% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 16,076 | $141.1K | 0.01% | −341−2.1% | Reduced |
| Gladstone Institutional Advisory LLC | 15,536 | $136.4K | 0.01% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 15,300 | $134.3K | 0.02% | 00.0% | Unchanged |
| David J Yvars Group | 15,266 | $134.0K | 0.08% | +300+2.0% | Added |
| International Assets Investment Management, LLC | 15,109 | $132.7K | 0.01% | 00.0% | Unchanged |
| Diversified, LLC | 15,081 | $132.4K | 0.02% | +30.0% | Added |
| Congress Park Capital LLC | 15,000 | $131.7K | 0.05% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 13,305 | $116.8K | 0.00% | −713−5.1% | Reduced |
| Raymond James Trust N.A. | 13,077 | $114.8K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 12,559 | $110.0K | 0.00% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 12,402 | $108.9K | 0.03% | −2,508−16.8% | Reduced |
| Stonebrook Private Inc. | 12,020 | $105.5K | 0.03% | −21,617−64.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 11,509 | $101.0K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 11,088 | $97.4K | 0.00% | −3,866−25.9% | Reduced |
| Stratos Wealth Partners, LTD. | 10,534 | $92.5K | 0.00% | −1,954−15.6% | Reduced |
| Insight Advisors, LLC | 10,425 | $91.5K | 0.02% | +236+2.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 9,700 | $85.2K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6,760 | $59.4K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 6,017 | $52.8K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5,752 | $50.5K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 5,000 | $44.1K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 4,694 | $41.2K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,296 | $37.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,134 | $36.3K | 0.00% | +86+2.1% | Added |
| Hoey Investments, Inc | 4,000 | $35.1K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 2,048 | $18.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,000 | $17.6K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,000 | $17.6K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,550 | $13.6K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,500 | $13.3K | 0.00% | +1,500 | New |
| Pathway Financial Advisers, LLC | 1,400 | $12.3K | 0.00% | +1,400 | New |
| Smartleaf Asset Management LLC | 1,283 | $11.2K | 0.00% | −19−1.5% | Reduced |
| Laurel Wealth Advisors LLC | 672 | $5.89K | 0.00% | +672 | New |
| Redwood Wealth Management Group, LLC | 600 | $5.27K | 0.00% | +600 | New |
| Strategic Financial Concepts, LLC | 248,966 | – | – | +222,966+857.6% | Added |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −41,381−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −17,011−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −14,466−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −13,871−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −13,009−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −11,835−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −7,712−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −2,947−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −112,725−100.0% | Sold out |
| Fernwood Investment Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |