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 2025
Institutional positions in Eaton Vance Risk-Managed Diversified Equity Income Fund as of Mar 31, 2025. 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
- 93
- −2 vs. Q4 2024
- Shares held
- 13.6M
- +1.74M (+14.6%) vs. Q4 2024
- Total value
- $115.1M
- +$4.66M (+4.2%) vs. Q4 2024
- New holders
- 8
- 33 more added
- Sold out
- 10
- 23 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Risk-Managed Diversified Equity Income Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 2,144,278 | $18.1M | 0.01% | +1,238,005+136.6% | Added |
| Raymond James Financial Inc | 1,601,686 | $13.6M | 0.01% | +124,825+8.5% | Added |
| Guggenheim Capital LLC | 1,238,995 | $10.5M | 0.10% | −69,369−5.3% | Reduced |
| Advisor Group Holdings, Inc. | 1,103,032 | $9.33M | 0.02% | +70,476+6.8% | Added |
| Invesco Ltd. | 886,344 | $7.50M | 0.00% | +51,688+6.2% | Added |
| Morgan Stanley | 785,033 | $6.64M | 0.00% | −3,268−0.4% | Reduced |
| Cornerstone Advisors, LLC | 619,709 | $5.24M | 0.23% | +269,034+76.7% | Added |
| Shaker Financial Services, LLC | 519,255 | $4.39M | 1.71% | +236,285+83.5% | Added |
| Cohen & Steers, Inc. | 427,446 | $3.62M | 0.01% | −15,000−3.4% | Reduced |
| Ameriprise Financial Inc | 381,466 | $3.23M | 0.00% | +23,183+6.5% | Added |
| Wells Fargo & Company | 316,003 | $2.67M | 0.00% | +12,735+4.2% | Added |
| Advisors Asset Management, Inc. | 260,482 | $2.20M | 0.04% | −84,946−24.6% | Reduced |
| Financial Alternatives, Inc | 213,255 | $1.80M | 1.29% | −44,376−17.2% | Reduced |
| Creative Planning | 213,232 | $1.80M | 0.00% | +213,232 | New |
| Cambridge Investment Research Advisors, Inc. | 198,106 | $1.68M | 0.01% | +2,018+1.0% | Added |
| IHT Wealth Management, LLC | 192,789 | $1.63M | 0.05% | −6,748−3.4% | Reduced |
| Bank of America Corp | 182,345 | $1.54M | 0.00% | +16,170+9.7% | Added |
| Independent Financial Group, LLC | 169,971 | $1.44M | 0.05% | +10,260+6.4% | Added |
| First Heartland Consultants, Inc. | 108,837 | $920.8K | 0.10% | +5,965+5.8% | Added |
| Private Advisor Group, LLC | 108,070 | $914.3K | 0.01% | +3,829+3.7% | Added |
| Royal Bank of Canada | 93,561 | $792.0K | 0.00% | +11,741+14.3% | Added |
| Ausdal Financial Partners, Inc. | 93,327 | $789.5K | 0.06% | +705+0.8% | Added |
| Winebrenner Capital Management LLC | 90,000 | $761.4K | 0.69% | 00.0% | Unchanged |
| Readystate Asset Management LP | 86,302 | $730.1K | 0.04% | +68,669+389.4% | Added |
| Advisory Services Network, LLC | 84,032 | $710.9K | 0.01% | +582+0.7% | Added |
| UBS Group AG | 81,596 | $690.3K | 0.00% | +21,418+35.6% | Added |
| Stifel Financial Corp | 78,390 | $663.2K | 0.00% | +8,400+12.0% | Added |
| Janney Montgomery Scott LLC | 70,663 | $598.0K | 0.00% | −400,894−85.0% | Reduced |
| Centaurus Financial, Inc. | 69,060 | $584.0K | 0.04% | −1,287−1.8% | Reduced |
| Pointe Capital Management LLC | 68,208 | $577.0K | 0.34% | −4,089−5.7% | Reduced |
| Commonwealth Equity Services, LLC | 57,302 | $485.0K | 0.00% | +5,269+10.1% | Added |
| HighTower Advisors, LLC | 49,277 | $416.9K | 0.00% | +1,128+2.3% | Added |
| Garden State Investment Advisory Services LLC | 46,108 | $390.1K | 0.12% | −356−0.8% | Reduced |
| ELCO Management Co., LLC | 44,520 | $376.6K | 0.21% | −3,075−6.5% | Reduced |
| GWM Advisors LLC | 40,539 | $343.0K | 0.00% | −606−1.5% | Reduced |
| SageView Advisory Group, LLC | 37,753 | $319.4K | 0.01% | +4,050+12.0% | Added |
| Landscape Capital Management, L.L.C. | 36,633 | $309.9K | 0.03% | +36,633 | New |
| Sigma Planning Corp | 33,710 | $285.2K | 0.01% | +3,338+11.0% | Added |
| WESPAC Advisors, LLC | 33,500 | $283.4K | 0.23% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 31,200 | $264.0K | 0.01% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 30,442 | $256.0K | 0.05% | +11,092+57.3% | Added |
| Transcend Wealth Collective, LLC | 29,929 | $253.2K | 0.02% | −680−2.2% | Reduced |
| WCG Wealth Advisors LLC | 29,462 | $249.2K | 0.02% | +29,462 | New |
| Formidable Asset Management, LLC | 29,100 | $246.2K | 0.04% | +188+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 27,986 | $236.8K | 0.00% | +2,571+10.1% | Added |
| Semus Wealth Partners LLC | 27,935 | $236.3K | 0.16% | −4,060−12.7% | Reduced |
| David J Yvars Group | 27,864 | $235.7K | 0.19% | +11,999+75.6% | Added |
| Cetera Investment Advisers | 27,172 | $229.9K | 0.00% | −5,714−17.4% | Reduced |
| Successful Portfolios LLC | 26,476 | $224.0K | 0.15% | 00.0% | Unchanged |
| NBC Securities, Inc. | 23,814 | $201.0K | 0.02% | +23,794+118,970.0% | Added |
| Principal Securities, Inc. | 18,426 | $171.5K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 20,117 | $170.2K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 17,156 | $159.7K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 18,428 | $155.9K | 0.00% | +18,428 | New |
| Wealth Effects LLC | 18,247 | $154.4K | 0.06% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 17,852 | $151.0K | 0.00% | +988+5.9% | Added |
| Everstar Asset Management, LLC | 16,955 | $143.4K | 0.10% | −14,100−45.4% | Reduced |
| Liberty Capital Management, Inc. | 16,170 | $136.8K | 0.03% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 16,100 | $136.2K | 0.03% | −10,000−38.3% | Reduced |
| Primoris Wealth Advisors, LLC | 16,064 | $135.9K | 0.11% | −5,389−25.1% | Reduced |
| NWF Advisory Services Inc. | 15,300 | $129.4K | 0.02% | +15,300 | New |
| Congress Park Capital LLC | 15,000 | $126.9K | 0.05% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 14,624 | $123.7K | 0.01% | +134+0.9% | Added |
| Flagship Harbor Advisors, LLC | 14,380 | $121.7K | 0.01% | −1,453−9.2% | Reduced |
| International Assets Investment Management, LLC | 13,609 | $115.1K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 13,142 | $111.2K | 0.00% | +13,142 | New |
| Marshall Financial Group LLC | 12,402 | $104.9K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 11,910 | $101.0K | 0.00% | −490−4.0% | Reduced |
| Diversified Enterprises, LLC | 11,844 | $100.2K | 0.01% | −1,694−12.5% | Reduced |
| Warren Averett Asset Management, LLC | 11,560 | $97.8K | 0.00% | −150−1.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 11,509 | $97.4K | 0.01% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 11,347 | $96.0K | 0.05% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 11,240 | $95.1K | 0.00% | 00.0% | Unchanged |
| FLC Capital Advisors | 11,135 | $94.2K | 0.02% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,116 | $94.0K | 0.02% | +316+2.9% | Added |
| Elequin Capital LP | 9,795 | $82.9K | 0.02% | +9,795 | New |
| CoreCap Advisors, LLC | 6,760 | $57.2K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5,752 | $48.7K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 4,694 | $39.7K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,425 | $37.4K | 0.00% | +121+2.8% | Added |
| MAI Capital Management | 4,127 | $34.9K | 0.00% | +68+1.7% | Added |
| Hoey Investments, Inc | 4,000 | $33.8K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 2,500 | $21.1K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,475 | $20.9K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,048 | $17.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,000 | $16.9K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,000 | $16.9K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,550 | $13.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,283 | $10.9K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $9.51K | 0.00% | −1,020−99.9% | Reduced |
| TD Capital Management LLC | 1,023 | $8.65K | 0.00% | +1,023 | New |
| Luminist Capital LLC | 697 | $5.92K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −63,400−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −27,960−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −25,904−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −20,594−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −18,796−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −1,462−100.0% | Sold out |