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 |
|---|---|---|---|---|---|
| CBIZ Investment Advisory Services, LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Luminist Capital LLC | 697 | $5.92K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,023 | $8.65K | 0.00% | +1,023 | New |
| Curio Wealth, LLC | 1 | $9.51K | 0.00% | −1,020−99.9% | Reduced |
| Smartleaf Asset Management LLC | 1,283 | $10.9K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,550 | $13.1K | 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 |
| Comerica Bank | 2,048 | $17.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,475 | $20.9K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 2,500 | $21.1K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 4,000 | $33.8K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 4,127 | $34.9K | 0.00% | +68+1.7% | Added |
| Parallel Advisors, LLC | 4,425 | $37.4K | 0.00% | +121+2.8% | Added |
| Creative Capital Management Investments LLC | 4,694 | $39.7K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5,752 | $48.7K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6,760 | $57.2K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 9,795 | $82.9K | 0.02% | +9,795 | New |
| Insight Advisors, LLC | 11,116 | $94.0K | 0.02% | +316+2.9% | Added |
| FLC Capital Advisors | 11,135 | $94.2K | 0.02% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 11,240 | $95.1K | 0.00% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 11,347 | $96.0K | 0.05% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 11,509 | $97.4K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 11,560 | $97.8K | 0.00% | −150−1.3% | Reduced |
| Diversified Enterprises, LLC | 11,844 | $100.2K | 0.01% | −1,694−12.5% | Reduced |
| MML Investors Services, LLC | 11,910 | $101.0K | 0.00% | −490−4.0% | Reduced |
| Marshall Financial Group LLC | 12,402 | $104.9K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 13,142 | $111.2K | 0.00% | +13,142 | New |
| International Assets Investment Management, LLC | 13,609 | $115.1K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 14,380 | $121.7K | 0.01% | −1,453−9.2% | Reduced |
| Western Wealth Management, LLC | 14,624 | $123.7K | 0.01% | +134+0.9% | Added |
| Congress Park Capital LLC | 15,000 | $126.9K | 0.05% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 15,300 | $129.4K | 0.02% | +15,300 | New |
| Primoris Wealth Advisors, LLC | 16,064 | $135.9K | 0.11% | −5,389−25.1% | Reduced |
| Strategic Financial Concepts, LLC | 16,100 | $136.2K | 0.03% | −10,000−38.3% | Reduced |
| Liberty Capital Management, Inc. | 16,170 | $136.8K | 0.03% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 16,955 | $143.4K | 0.10% | −14,100−45.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 17,852 | $151.0K | 0.00% | +988+5.9% | Added |
| Wealth Effects LLC | 18,247 | $154.4K | 0.06% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 18,428 | $155.9K | 0.00% | +18,428 | New |
| Ameritas Advisory Services, LLC | 17,156 | $159.7K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 20,117 | $170.2K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 18,426 | $171.5K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 23,814 | $201.0K | 0.02% | +23,794+118,970.0% | Added |
| Successful Portfolios LLC | 26,476 | $224.0K | 0.15% | 00.0% | Unchanged |
| Cetera Investment Advisers | 27,172 | $229.9K | 0.00% | −5,714−17.4% | Reduced |
| David J Yvars Group | 27,864 | $235.7K | 0.19% | +11,999+75.6% | Added |
| Semus Wealth Partners LLC | 27,935 | $236.3K | 0.16% | −4,060−12.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 27,986 | $236.8K | 0.00% | +2,571+10.1% | Added |
| Formidable Asset Management, LLC | 29,100 | $246.2K | 0.04% | +188+0.7% | Added |
| WCG Wealth Advisors LLC | 29,462 | $249.2K | 0.02% | +29,462 | New |
| Transcend Wealth Collective, LLC | 29,929 | $253.2K | 0.02% | −680−2.2% | Reduced |
| Global Assets Advisory, LLC | 30,442 | $256.0K | 0.05% | +11,092+57.3% | Added |
| Stratos Wealth Advisors, LLC | 31,200 | $264.0K | 0.01% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 33,500 | $283.4K | 0.23% | 00.0% | Unchanged |
| Sigma Planning Corp | 33,710 | $285.2K | 0.01% | +3,338+11.0% | Added |
| Landscape Capital Management, L.L.C. | 36,633 | $309.9K | 0.03% | +36,633 | New |
| SageView Advisory Group, LLC | 37,753 | $319.4K | 0.01% | +4,050+12.0% | Added |
| GWM Advisors LLC | 40,539 | $343.0K | 0.00% | −606−1.5% | Reduced |
| ELCO Management Co., LLC | 44,520 | $376.6K | 0.21% | −3,075−6.5% | Reduced |
| Garden State Investment Advisory Services LLC | 46,108 | $390.1K | 0.12% | −356−0.8% | Reduced |
| HighTower Advisors, LLC | 49,277 | $416.9K | 0.00% | +1,128+2.3% | Added |
| Commonwealth Equity Services, LLC | 57,302 | $485.0K | 0.00% | +5,269+10.1% | Added |
| Pointe Capital Management LLC | 68,208 | $577.0K | 0.34% | −4,089−5.7% | Reduced |
| Centaurus Financial, Inc. | 69,060 | $584.0K | 0.04% | −1,287−1.8% | Reduced |
| Janney Montgomery Scott LLC | 70,663 | $598.0K | 0.00% | −400,894−85.0% | Reduced |
| Stifel Financial Corp | 78,390 | $663.2K | 0.00% | +8,400+12.0% | Added |
| UBS Group AG | 81,596 | $690.3K | 0.00% | +21,418+35.6% | Added |
| Advisory Services Network, LLC | 84,032 | $710.9K | 0.01% | +582+0.7% | Added |
| Readystate Asset Management LP | 86,302 | $730.1K | 0.04% | +68,669+389.4% | Added |
| Winebrenner Capital Management LLC | 90,000 | $761.4K | 0.69% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 93,327 | $789.5K | 0.06% | +705+0.8% | Added |
| Royal Bank of Canada | 93,561 | $792.0K | 0.00% | +11,741+14.3% | Added |
| Private Advisor Group, LLC | 108,070 | $914.3K | 0.01% | +3,829+3.7% | Added |
| First Heartland Consultants, Inc. | 108,837 | $920.8K | 0.10% | +5,965+5.8% | Added |
| Independent Financial Group, LLC | 169,971 | $1.44M | 0.05% | +10,260+6.4% | Added |
| Bank of America Corp | 182,345 | $1.54M | 0.00% | +16,170+9.7% | Added |
| IHT Wealth Management, LLC | 192,789 | $1.63M | 0.05% | −6,748−3.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 198,106 | $1.68M | 0.01% | +2,018+1.0% | Added |
| Creative Planning | 213,232 | $1.80M | 0.00% | +213,232 | New |
| Financial Alternatives, Inc | 213,255 | $1.80M | 1.29% | −44,376−17.2% | Reduced |
| Advisors Asset Management, Inc. | 260,482 | $2.20M | 0.04% | −84,946−24.6% | Reduced |
| Wells Fargo & Company | 316,003 | $2.67M | 0.00% | +12,735+4.2% | Added |
| Ameriprise Financial Inc | 381,466 | $3.23M | 0.00% | +23,183+6.5% | Added |
| Cohen & Steers, Inc. | 427,446 | $3.62M | 0.01% | −15,000−3.4% | Reduced |
| Shaker Financial Services, LLC | 519,255 | $4.39M | 1.71% | +236,285+83.5% | Added |
| Cornerstone Advisors, LLC | 619,709 | $5.24M | 0.23% | +269,034+76.7% | Added |
| Morgan Stanley | 785,033 | $6.64M | 0.00% | −3,268−0.4% | Reduced |
| Invesco Ltd. | 886,344 | $7.50M | 0.00% | +51,688+6.2% | Added |
| Advisor Group Holdings, Inc. | 1,103,032 | $9.33M | 0.02% | +70,476+6.8% | Added |
| Guggenheim Capital LLC | 1,238,995 | $10.5M | 0.10% | −69,369−5.3% | Reduced |
| Raymond James Financial Inc | 1,601,686 | $13.6M | 0.01% | +124,825+8.5% | Added |
| LPL Financial LLC | 2,144,278 | $18.1M | 0.01% | +1,238,005+136.6% | Added |
| 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 |