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, Q4 2024
Institutional positions in Eaton Vance Risk-Managed Diversified Equity Income Fund as of Dec 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
- 97
- +16 vs. Q3 2024
- Shares held
- 12.1M
- +1.55M (+14.7%) vs. Q3 2024
- Total value
- $112.5M
- +$17.3M (+18.1%) vs. Q3 2024
- New holders
- 19
- 32 more added
- Sold out
- 3
- 24 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Risk-Managed Diversified Equity Income Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CBIZ Investment Advisory Services, LLC | 0 | $1 | 0.00% | −19−100.0% | Reduced |
| NBC Securities, Inc. | 20 | $195 | 0.02% | −20,792−99.9% | Reduced |
| Fifth Third Bancorp | 200 | $1.86K | 0.00% | +200 | New |
| WPG Advisers, LLC | 693 | $6.45K | 0.01% | +693 | New |
| Luminist Capital LLC | 697 | $6.49K | 0.01% | +697 | New |
| Curio Wealth, LLC | 1,021 | $9.51K | 0.01% | +1,021 | New |
| Synergy Financial Management, LLC | 1,100 | $10.1K | 0.00% | +1,100 | New |
| Smartleaf Asset Management LLC | 1,283 | $11.9K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,462 | $13.6K | 0.00% | −11,718−88.9% | Reduced |
| Hollencrest Capital Management | 1,550 | $14.4K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,800 | $16.8K | 0.00% | +1,800 | New |
| Private Trust Co NA | 2,000 | $18.6K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,000 | $18.6K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,048 | $19.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,475 | $23.0K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 2,500 | $23.3K | 0.02% | +2,500 | New |
| Hoey Investments, Inc | 4,000 | $37.2K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 4,059 | $37.8K | 0.00% | +4,059 | New |
| Parallel Advisors, LLC | 4,304 | $40.1K | 0.00% | +84+2.0% | Added |
| Creative Capital Management Investments LLC | 4,694 | $43.7K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5,752 | $53.6K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6,760 | $62.9K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9,700 | $90.3K | 0.02% | 00.0% | Unchanged |
| Insight Advisors, LLC | 10,800 | $100.6K | 0.02% | +150+1.4% | Added |
| FLC Capital Advisors | 11,135 | $103.7K | 0.02% | +11,135 | New |
| Gladstone Institutional Advisory LLC | 11,240 | $104.6K | 0.00% | −4,296−27.7% | Reduced |
| Vista Investment Partners II, LLC | 11,347 | $105.6K | 0.06% | +11,347 | New |
| GPS Wealth Strategies Group, LLC | 11,509 | $107.1K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 11,710 | $109.0K | 0.00% | +11,710 | New |
| MML Investors Services, LLC | 12,400 | $115.0K | 0.00% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 12,402 | $115.5K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 13,609 | $125.6K | 0.01% | −157,780−92.1% | Reduced |
| Diversified Enterprises, LLC | 13,538 | $126.0K | 0.01% | −31−0.2% | Reduced |
| Western Wealth Management, LLC | 14,490 | $134.9K | 0.01% | +2,123+17.2% | Added |
| Congress Park Capital LLC | 15,000 | $139.7K | 0.05% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 15,833 | $147.4K | 0.01% | −422−2.6% | Reduced |
| David J Yvars Group | 15,865 | $147.7K | 0.09% | +296+1.9% | Added |
| Liberty Capital Management, Inc. | 16,170 | $150.5K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 16,864 | $157.0K | 0.00% | +3,533+26.5% | Added |
| Ameritas Advisory Services, LLC | 17,156 | $159.7K | 0.01% | −500−2.8% | Reduced |
| Readystate Asset Management LP | 17,633 | $164.2K | 0.01% | +17,633 | New |
| Wealth Effects LLC | 18,247 | $169.9K | 0.06% | 00.0% | Unchanged |
| Principal Securities, Inc. | 18,426 | $171.5K | 0.00% | −843−4.4% | Reduced |
| Two Sigma Securities, LLC | 18,796 | $175.0K | 0.03% | +18,796 | New |
| Global Assets Advisory, LLC | 19,350 | $178.6K | 0.10% | +5,000+34.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 20,117 | $187.3K | 0.02% | +700+3.6% | Added |
| Atria Wealth Solutions, Inc. | 20,594 | $191.7K | 0.00% | +20,594 | New |
| Primoris Wealth Advisors, LLC | 21,453 | $199.7K | 0.15% | +30.0% | Added |
| Northwestern Mutual Wealth Management Co | 25,415 | $236.6K | 0.00% | +3,916+18.2% | Added |
| Syverson Strege & Co | 25,904 | $241.2K | 0.08% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 26,100 | $243.0K | 0.05% | −2,000−7.1% | Reduced |
| Successful Portfolios LLC | 26,476 | $246.5K | 0.16% | −1,035−3.8% | Reduced |
| GWN Securities Inc. | 27,960 | $258.9K | 0.07% | +27,960 | New |
| Formidable Asset Management, LLC | 28,912 | $269.2K | 0.04% | +180+0.6% | Added |
| Sigma Planning Corp | 30,372 | $282.8K | 0.01% | +282+0.9% | Added |
| Transcend Wealth Collective, LLC | 30,609 | $285.0K | 0.02% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 31,055 | $289.1K | 0.20% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 31,200 | $290.5K | 0.01% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 31,995 | $297.9K | 0.20% | −9,585−23.1% | Reduced |
| Cetera Investment Advisers | 32,886 | $306.2K | 0.00% | +131+0.4% | Added |
| WESPAC Advisors, LLC | 33,500 | $311.9K | 0.23% | +33,500 | New |
| SageView Advisory Group, LLC | 33,703 | $313.8K | 0.01% | +98+0.3% | Added |
| GWM Advisors LLC | 41,145 | $383.1K | 0.00% | −1,200−2.8% | Reduced |
| Garden State Investment Advisory Services LLC | 46,464 | $432.6K | 0.13% | −482−1.0% | Reduced |
| ELCO Management Co., LLC | 47,595 | $443.1K | 0.23% | +12,162+34.3% | Added |
| HighTower Advisors, LLC | 48,149 | $448.3K | 0.00% | +227+0.5% | Added |
| Commonwealth Equity Services, LLC | 52,033 | $484.0K | 0.00% | −2,766−5.0% | Reduced |
| UBS Group AG | 60,178 | $560.3K | 0.00% | +274+0.5% | Added |
| Independent Advisor Alliance | 63,400 | $590.3K | 0.01% | +63,400 | New |
| Stifel Financial Corp | 69,990 | $651.6K | 0.00% | +899+1.3% | Added |
| Centaurus Financial, Inc. | 70,347 | $655.0K | 0.04% | +79+0.1% | Added |
| Pointe Capital Management LLC | 72,297 | $673.1K | 0.39% | +3,718+5.4% | Added |
| Royal Bank of Canada | 81,820 | $762.0K | 0.00% | +1,606+2.0% | Added |
| Advisory Services Network, LLC | 83,450 | $776.9K | 0.01% | −24,878−23.0% | Reduced |
| Winebrenner Capital Management LLC | 90,000 | $837.9K | 0.65% | +90,000 | New |
| Ausdal Financial Partners, Inc. | 92,622 | $862.3K | 0.07% | +7,825+9.2% | Added |
| First Heartland Consultants, Inc. | 102,872 | $957.7K | 0.10% | +8,675+9.2% | Added |
| Private Advisor Group, LLC | 104,241 | $970.5K | 0.01% | −915−0.9% | Reduced |
| Independent Financial Group, LLC | 159,711 | $1.49M | 0.05% | +26,102+19.5% | Added |
| Bank of America Corp | 166,175 | $1.55M | 0.00% | +3,033+1.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 196,088 | $1.83M | 0.01% | −42,644−17.9% | Reduced |
| IHT Wealth Management, LLC | 199,537 | $1.86M | 0.06% | −79,787−28.6% | Reduced |
| Maxwell Wealth Strategies Inc. | 215,199 | $2.00M | 0.82% | −747−0.3% | Reduced |
| Financial Alternatives, Inc | 257,631 | $2.40M | 1.69% | −2,856−1.1% | Reduced |
| Shaker Financial Services, LLC | 282,970 | $2.63M | 1.01% | +211,365+295.2% | Added |
| Wells Fargo & Company | 303,268 | $2.82M | 0.00% | +82,451+37.3% | Added |
| Advisors Asset Management, Inc. | 345,428 | $3.22M | 0.06% | −43,583−11.2% | Reduced |
| Cornerstone Advisors, LLC | 350,675 | $3.26M | 0.13% | −551,265−61.1% | Reduced |
| Ameriprise Financial Inc | 358,283 | $3.34M | 0.00% | −5,932−1.6% | Reduced |
| Cohen & Steers, Inc. | 442,446 | $4.12M | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 471,557 | $4.39M | 0.01% | +32,303+7.4% | Added |
| Morgan Stanley | 788,301 | $7.34M | 0.00% | +7,087+0.9% | Added |
| Invesco Ltd. | 834,656 | $7.77M | 0.00% | +33,829+4.2% | Added |
| LPL Financial LLC | 906,273 | $8.44M | 0.00% | +21,132+2.4% | Added |
| Advisor Group Holdings, Inc. | 1,032,556 | $9.61M | 0.02% | +31,372+3.1% | Added |
| Guggenheim Capital LLC | 1,308,364 | $12.2M | 0.10% | +307,479+30.7% | Added |
| Raymond James Financial Inc | 1,476,861 | $13.7M | 0.01% | +1,476,861 | New |
| Sax Wealth Advisors, LLC | 0 | $0 | 0.00% | −59,000−100.0% | Sold out |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −15,300−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −10,578−100.0% | Sold out |