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, Q3 2024
Institutional positions in Eaton Vance Risk-Managed Diversified Equity Income Fund as of Sep 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
- 86
- −3 vs. Q2 2024
- Shares held
- 11.9M
- −394.2K (−3.2%) vs. Q2 2024
- Total value
- $108.2M
- +$2.09M (+2.0%) vs. Q2 2024
- New holders
- 8
- 29 more added
- Sold out
- 11
- 24 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Risk-Managed Diversified Equity Income Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CBIZ Investment Advisory Services, LLC | 19 | $177 | 0.00% | +19 | New |
| Pathway Financial Advisers, LLC | 13,180 | $1.43K | 0.00% | +11,780+841.4% | Added |
| Carmichael Hill & Associates, Inc. | 1,000 | $9.21K | 0.00% | +1,000 | New |
| Smartleaf Asset Management LLC | 1,283 | $11.7K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,550 | $14.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,000 | $18.4K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,000 | $18.4K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,048 | $18.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,475 | $22.8K | 0.00% | +2,475 | New |
| Hoey Investments, Inc | 4,000 | $35.1K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,220 | $38.9K | 0.00% | +86+2.1% | Added |
| Creative Capital Management Investments LLC | 4,694 | $43.2K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5,752 | $53.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6,760 | $62.3K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9,700 | $89.3K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,578 | $97.4K | 0.00% | +44+0.4% | Added |
| Insight Advisors, LLC | 10,650 | $98.1K | 0.02% | +225+2.2% | Added |
| GPS Wealth Strategies Group, LLC | 11,509 | $106.0K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 12,367 | $113.9K | 0.01% | +12,367 | New |
| MML Investors Services, LLC | 12,400 | $114.0K | 0.00% | −159−1.3% | Reduced |
| Marshall Financial Group LLC | 12,402 | $114.2K | 0.03% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 13,077 | $120.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 13,331 | $122.8K | 0.00% | +26+0.2% | Added |
| Diversified, LLC | 13,569 | $125.0K | 0.01% | −1,512−10.0% | Reduced |
| Diversified Enterprises, LLC | 13,569 | $125.0K | 0.01% | +13,569 | New |
| Global Assets Advisory, LLC | 14,350 | $131.6K | 0.07% | +14,350 | New |
| Congress Park Capital LLC | 15,000 | $138.2K | 0.05% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 15,300 | $140.9K | 0.02% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 15,536 | $143.1K | 0.01% | 00.0% | Unchanged |
| David J Yvars Group | 15,569 | $143.4K | 0.09% | +303+2.0% | Added |
| Liberty Capital Management, Inc. | 16,170 | $148.9K | 0.03% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 16,255 | $149.7K | 0.01% | +179+1.1% | Added |
| Ameritas Advisory Services, LLC | 17,656 | $162.6K | 0.01% | −850−4.6% | Reduced |
| Wealth Effects LLC | 18,247 | $168.1K | 0.06% | +925+5.3% | Added |
| Principal Securities, Inc. | 19,269 | $177.5K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 19,417 | $178.8K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 20,812 | $191.0K | 0.02% | −6,084−22.6% | Reduced |
| Primoris Wealth Advisors, LLC | 21,450 | $197.6K | 0.14% | +40.0% | Added |
| Northwestern Mutual Wealth Management Co | 21,499 | $198.0K | 0.00% | +17,203+400.4% | Added |
| Syverson Strege & Co | 25,904 | $238.6K | 0.08% | 00.0% | Unchanged |
| Successful Portfolios LLC | 27,511 | $253.4K | 0.17% | −16−0.1% | Reduced |
| Strategic Financial Concepts, LLC | 28,100 | $258.8K | 0.08% | −220,866−88.7% | Reduced |
| Formidable Asset Management, LLC | 28,732 | $264.6K | 0.04% | −1,815−5.9% | Reduced |
| Sigma Planning Corp | 30,090 | $277.1K | 0.01% | +1,285+4.5% | Added |
| Transcend Wealth Collective, LLC | 30,609 | $281.9K | 0.02% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 31,055 | $286.0K | 0.20% | +31,055 | New |
| Stratos Wealth Advisors, LLC | 31,200 | $287.4K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 32,755 | $301.7K | 0.00% | −971−2.9% | Reduced |
| SageView Advisory Group, LLC | 33,605 | $309.5K | 0.02% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 35,433 | $326.3K | 0.18% | −1,394−3.8% | Reduced |
| Semus Wealth Partners LLC | 41,580 | $382.9K | 0.27% | −11,073−21.0% | Reduced |
| GWM Advisors LLC | 42,345 | $390.0K | 0.00% | −5,427−11.4% | Reduced |
| Garden State Investment Advisory Services LLC | 46,946 | $432.4K | 0.14% | −1,865−3.8% | Reduced |
| HighTower Advisors, LLC | 47,922 | $442.0K | 0.00% | +150+0.3% | Added |
| Commonwealth Equity Services, LLC | 54,799 | $505.0K | 0.00% | −20,786−27.5% | Reduced |
| Sax Wealth Advisors, LLC | 59,000 | $543.4K | 0.05% | +59,000 | New |
| UBS Group AG | 59,904 | $551.7K | 0.00% | −35,893−37.5% | Reduced |
| Pointe Capital Management LLC | 68,579 | $631.6K | 0.37% | +346+0.5% | Added |
| Stifel Financial Corp | 69,091 | $636.3K | 0.00% | +15,497+28.9% | Added |
| Centaurus Financial, Inc. | 70,268 | $647.0K | 0.04% | +3,610+5.4% | Added |
| Shaker Financial Services, LLC | 71,605 | $659.5K | 0.25% | −138,310−65.9% | Reduced |
| Royal Bank of Canada | 80,214 | $739.0K | 0.00% | +9,615+13.6% | Added |
| Ausdal Financial Partners, Inc. | 84,797 | $781.0K | 0.08% | −1,087−1.3% | Reduced |
| First Heartland Consultants, Inc. | 94,197 | $868.0K | 0.09% | +5,476+6.2% | Added |
| Advisory Services Network, LLC | 108,328 | $951.1K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 105,156 | $968.5K | 0.01% | −6,014−5.4% | Reduced |
| Independent Financial Group, LLC | 133,609 | $1.23M | 0.05% | +100,194+299.8% | Added |
| Bank of America Corp | 163,142 | $1.50M | 0.00% | −3,291−2.0% | Reduced |
| Maxwell Wealth Strategies Inc. | 215,946 | $1.97M | 0.84% | −94,602−30.5% | Reduced |
| Wells Fargo & Company | 220,817 | $2.03M | 0.00% | +2,261+1.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 238,732 | $2.20M | 0.01% | −6,938−2.8% | Reduced |
| Financial Alternatives, Inc | 260,487 | $2.40M | 1.69% | −12,419−4.6% | Reduced |
| IHT Wealth Management, LLC | 279,324 | $2.57M | 0.07% | +80,213+40.3% | Added |
| Ameriprise Financial Inc | 364,215 | $3.35M | 0.00% | +4,801+1.3% | Added |
| Advisors Asset Management, Inc. | 389,011 | $3.58M | 0.07% | −4,142−1.1% | Reduced |
| Janney Montgomery Scott LLC | 439,254 | $4.05M | 0.01% | −3,552−0.8% | Reduced |
| Cohen & Steers, Inc. | 442,446 | $4.08M | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 535,865 | $4.94M | 0.00% | +13,919+2.7% | Added |
| Morgan Stanley | 781,214 | $7.19M | 0.00% | +25,766+3.4% | Added |
| Invesco Ltd. | 800,827 | $7.38M | 0.00% | +46,871+6.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 848,068 | $7.81M | 0.01% | +48,715+6.1% | Added |
| LPL Financial LLC | 885,141 | $8.15M | 0.00% | +32,980+3.9% | Added |
| Cornerstone Advisors, LLC | 901,940 | $8.31M | 0.33% | −391,840−30.3% | Reduced |
| Guggenheim Capital LLC | 1,000,885 | $9.22M | 0.07% | +136,665+15.8% | Added |
| Advisor Group Holdings, Inc. | 1,001,184 | $9.22M | 0.02% | +9,818+1.0% | Added |
| International Assets Investment Management, LLC | 171,389 | – | – | +156,280+1,034.4% | Added |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −145,009−100.0% | Sold out |
| Flow State Investments, L.P. | 0 | $0 | 0.00% | −60,236−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −21,414−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −18,846−100.0% | Sold out |
| Stonebrook Private Inc. | 0 | $0 | 0.00% | −12,020−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −11,088−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −6,017−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −672−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |