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 |
|---|---|---|---|---|---|
| Redwood Wealth Management Group, LLC | 600 | $5.27K | 0.00% | +600 | New |
| Laurel Wealth Advisors LLC | 672 | $5.89K | 0.00% | +672 | New |
| Smartleaf Asset Management LLC | 1,283 | $11.2K | 0.00% | −19−1.5% | Reduced |
| Pathway Financial Advisers, LLC | 1,400 | $12.3K | 0.00% | +1,400 | New |
| CIBC Private Wealth Group, LLC | 1,500 | $13.3K | 0.00% | +1,500 | New |
| Hollencrest Capital Management | 1,550 | $13.6K | 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 |
| Comerica Bank | 2,048 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 4,000 | $35.1K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,134 | $36.3K | 0.00% | +86+2.1% | Added |
| Northwestern Mutual Wealth Management Co | 4,296 | $37.7K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 4,694 | $41.2K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 5,000 | $44.1K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5,752 | $50.5K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 6,017 | $52.8K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6,760 | $59.4K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9,700 | $85.2K | 0.02% | 00.0% | Unchanged |
| Insight Advisors, LLC | 10,425 | $91.5K | 0.02% | +236+2.3% | Added |
| Stratos Wealth Partners, LTD. | 10,534 | $92.5K | 0.00% | −1,954−15.6% | Reduced |
| Kestra Advisory Services, LLC | 11,088 | $97.4K | 0.00% | −3,866−25.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 11,509 | $101.0K | 0.02% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 12,020 | $105.5K | 0.03% | −21,617−64.3% | Reduced |
| Marshall Financial Group LLC | 12,402 | $108.9K | 0.03% | −2,508−16.8% | Reduced |
| MML Investors Services, LLC | 12,559 | $110.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 13,077 | $114.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 13,305 | $116.8K | 0.00% | −713−5.1% | Reduced |
| Congress Park Capital LLC | 15,000 | $131.7K | 0.05% | 00.0% | Unchanged |
| Diversified, LLC | 15,081 | $132.4K | 0.02% | +30.0% | Added |
| International Assets Investment Management, LLC | 15,109 | $132.7K | 0.01% | 00.0% | Unchanged |
| David J Yvars Group | 15,266 | $134.0K | 0.08% | +300+2.0% | Added |
| NWF Advisory Services Inc. | 15,300 | $134.3K | 0.02% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 15,536 | $136.4K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 16,076 | $141.1K | 0.01% | −341−2.1% | Reduced |
| Liberty Capital Management, Inc. | 16,170 | $142.0K | 0.03% | 00.0% | Unchanged |
| Wealth Effects LLC | 17,322 | $152.1K | 0.06% | −1,500−8.0% | Reduced |
| Ameritas Advisory Services, LLC | 18,506 | $162.5K | 0.01% | +1,278+7.4% | Added |
| Two Sigma Securities, LLC | 18,846 | $165.5K | 0.01% | +18,846 | New |
| Principal Securities, Inc. | 19,269 | $169.2K | 0.00% | +416+2.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 19,417 | $170.5K | 0.02% | +8,792+82.7% | Added |
| Susquehanna International Group, LLP | 21,414 | $188.0K | 0.00% | −1,318−5.8% | Reduced |
| Primoris Wealth Advisors, LLC | 21,446 | $188.3K | 0.15% | −949−4.2% | Reduced |
| Syverson Strege & Co | 25,904 | $227.4K | 0.08% | 00.0% | Unchanged |
| NBC Securities, Inc. | 26,896 | $236.0K | 0.02% | −2,455−8.4% | Reduced |
| Successful Portfolios LLC | 27,527 | $241.7K | 0.17% | −60.0% | Reduced |
| Sigma Planning Corp | 28,805 | $252.9K | 0.01% | +519+1.8% | Added |
| Formidable Asset Management, LLC | 30,547 | $268.2K | 0.04% | +182+0.6% | Added |
| Transcend Wealth Collective, LLC | 30,609 | $268.7K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 31,200 | $273.9K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 33,415 | $293.4K | 0.01% | +33,415 | New |
| SageView Advisory Group, LLC | 33,605 | $295.1K | 0.01% | +3,552+11.8% | Added |
| Cetera Investment Advisers | 33,726 | $296.1K | 0.00% | +3,983+13.4% | Added |
| ELCO Management Co., LLC | 36,827 | $323.3K | 0.19% | −1,272−3.3% | Reduced |
| HighTower Advisors, LLC | 47,772 | $419.0K | 0.00% | −3,852−7.5% | Reduced |
| GWM Advisors LLC | 47,772 | $419.4K | 0.00% | −7,345−13.3% | Reduced |
| Garden State Investment Advisory Services LLC | 48,811 | $428.6K | 0.15% | +221+0.5% | Added |
| Semus Wealth Partners LLC | 52,653 | $462.3K | 0.36% | −8,582−14.0% | Reduced |
| Stifel Financial Corp | 53,594 | $470.6K | 0.00% | +8,828+19.7% | Added |
| Flow State Investments, L.P. | 60,236 | $528.9K | 0.17% | −5,901−8.9% | Reduced |
| Centaurus Financial, Inc. | 66,658 | $585.0K | 0.04% | +10,308+18.3% | Added |
| Pointe Capital Management LLC | 68,233 | $599.1K | 0.37% | +361+0.5% | Added |
| Royal Bank of Canada | 70,599 | $620.0K | 0.00% | +1,316+1.9% | Added |
| Commonwealth Equity Services, LLC | 75,585 | $664.0K | 0.00% | −1,074−1.4% | Reduced |
| Ausdal Financial Partners, Inc. | 85,884 | $754.1K | 0.08% | +2,763+3.3% | Added |
| First Heartland Consultants, Inc. | 88,721 | $779.0K | 0.08% | −2,440−2.7% | Reduced |
| UBS Group AG | 95,797 | $841.1K | 0.00% | +26,442+38.1% | Added |
| Advisory Services Network, LLC | 108,328 | $951.1K | 0.02% | +2,357+2.2% | Added |
| Private Advisor Group, LLC | 111,170 | $976.1K | 0.01% | +6,095+5.8% | Added |
| Landscape Capital Management, L.L.C. | 145,009 | $1.27M | 0.11% | −32,697−18.4% | Reduced |
| Bank of America Corp | 166,433 | $1.46M | 0.00% | +1,297+0.8% | Added |
| IHT Wealth Management, LLC | 199,111 | $1.75M | 0.07% | +7,644+4.0% | Added |
| Shaker Financial Services, LLC | 209,915 | $1.84M | 0.75% | −125,992−37.5% | Reduced |
| Wells Fargo & Company | 218,556 | $1.92M | 0.00% | +6,694+3.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 245,670 | $2.16M | 0.01% | +6,873+2.9% | Added |
| Financial Alternatives, Inc | 272,906 | $2.40M | 1.80% | −21,278−7.2% | Reduced |
| Maxwell Wealth Strategies Inc. | 310,548 | $2.73M | 1.34% | +1230.0% | Added |
| Ameriprise Financial Inc | 359,414 | $3.16M | 0.00% | +5,852+1.7% | Added |
| Advisors Asset Management, Inc. | 393,153 | $3.45M | 0.07% | −2,365−0.6% | Reduced |
| Cohen & Steers, Inc. | 442,446 | $3.88M | 0.01% | +50,000+12.7% | Added |
| Janney Montgomery Scott LLC | 442,806 | $3.89M | 0.01% | +24,460+5.8% | Added |
| Raymond James & Associates | 521,946 | $4.58M | 0.00% | +8,577+1.7% | Added |
| Invesco Ltd. | 753,956 | $6.62M | 0.00% | −28,600−3.7% | Reduced |
| Morgan Stanley | 755,448 | $6.63M | 0.00% | +43,374+6.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 799,353 | $7.02M | 0.01% | +4,176+0.5% | Added |
| LPL Financial LLC | 852,161 | $7.48M | 0.00% | +10,880+1.3% | Added |
| Guggenheim Capital LLC | 864,220 | $7.59M | 0.05% | −20,086−2.3% | Reduced |
| Advisor Group Holdings, Inc. | 991,366 | $8.70M | 0.02% | −399,945−28.7% | Reduced |
| Cornerstone Advisors, LLC | 1,293,780 | $11.4M | 0.46% | +493,857+61.7% | Added |
| 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 |