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 2025
Institutional positions in Eaton Vance Risk-Managed Diversified Equity Income Fund as of Jun 30, 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
- 105
- +14 vs. Q1 2025
- Shares held
- 14.1M
- +563.2K (+4.1%) vs. Q1 2025
- Total value
- $128.0M
- +$13.1M (+11.4%) vs. Q1 2025
- New holders
- 20
- 27 more added
- Sold out
- 6
- 35 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Risk-Managed Diversified Equity Income Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 2,193,740 | $19.8M | 0.01% | +49,462+2.3% | Added |
| Raymond James Financial Inc | 1,708,700 | $15.4M | 0.01% | +107,014+6.7% | Added |
| Advisor Group Holdings, Inc. | 1,175,003 | $10.6M | 0.02% | +71,971+6.5% | Added |
| Guggenheim Capital LLC | 1,102,606 | $9.97M | 0.08% | −136,389−11.0% | Reduced |
| Morgan Stanley | 980,660 | $8.87M | 0.00% | +195,627+24.9% | Added |
| Invesco Ltd. | 912,531 | $8.25M | 0.00% | +26,187+3.0% | Added |
| Cornerstone Advisors, LLC | 873,368 | $7.90M | 0.27% | +253,659+40.9% | Added |
| Cohen & Steers, Inc. | 487,446 | $4.41M | 0.01% | +60,000+14.0% | Added |
| Ameriprise Financial Inc | 401,249 | $3.63M | 0.00% | +19,783+5.2% | Added |
| Advisors Asset Management, Inc. | 325,269 | $2.94M | 0.05% | +64,787+24.9% | Added |
| Wells Fargo & Company | 306,986 | $2.78M | 0.00% | −9,017−2.9% | Reduced |
| Shaker Financial Services, LLC | 303,924 | $2.75M | 1.00% | −215,331−41.5% | Reduced |
| Financial Alternatives, Inc | 202,824 | $1.83M | 1.19% | −10,431−4.9% | Reduced |
| Creative Planning | 200,275 | $1.81M | 0.00% | −12,957−6.1% | Reduced |
| IHT Wealth Management, LLC | 186,704 | $1.69M | 0.05% | −6,085−3.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 181,450 | $1.64M | 0.00% | −16,656−8.4% | Reduced |
| Bank of America Corp | 152,490 | $1.38M | 0.00% | −29,855−16.4% | Reduced |
| Independent Financial Group, LLC | 114,629 | $1.04M | 0.03% | −55,342−32.6% | Reduced |
| Private Advisor Group, LLC | 106,421 | $962.1K | 0.01% | −1,649−1.5% | Reduced |
| Royal Bank of Canada | 97,382 | $880.0K | 0.00% | +3,821+4.1% | Added |
| First Heartland Consultants, Inc. | 95,925 | $867.2K | 0.08% | −12,912−11.9% | Reduced |
| Ausdal Financial Partners, Inc. | 87,200 | $788.3K | 0.05% | −6,127−6.6% | Reduced |
| UBS Group AG | 86,478 | $781.8K | 0.00% | +4,882+6.0% | Added |
| Advisory Services Network, LLC | 82,327 | $738.5K | 0.01% | −1,705−2.0% | Reduced |
| Winebrenner Capital Management LLC | 80,000 | $723.2K | 0.58% | −10,000−11.1% | Reduced |
| Stifel Financial Corp | 73,890 | $668.0K | 0.00% | −4,500−5.7% | Reduced |
| LaSalle St. Investment Advisors, LLC | 42,773 | $626.0K | 0.17% | +42,773 | New |
| Pointe Capital Management LLC | 68,626 | $620.4K | 0.32% | +418+0.6% | Added |
| Centaurus Financial, Inc. | 68,318 | $618.0K | 0.04% | −742−1.1% | Reduced |
| Janney Montgomery Scott LLC | 66,920 | $605.0K | 0.00% | −3,743−5.3% | Reduced |
| Two Sigma Investments, LP | 58,247 | $526.6K | 0.00% | +58,247 | New |
| SageView Advisory Group, LLC | 58,001 | $520.3K | 0.02% | +20,248+53.6% | Added |
| Commonwealth Equity Services, LLC | 52,994 | $479.0K | 0.00% | −4,308−7.5% | Reduced |
| WCG Wealth Advisors LLC | 50,686 | $458.2K | 0.03% | +21,224+72.0% | Added |
| Garden State Investment Advisory Services LLC | 49,886 | $451.0K | 0.12% | +3,778+8.2% | Added |
| HighTower Advisors, LLC | 48,441 | $437.9K | 0.00% | −836−1.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 46,892 | $423.9K | 0.00% | +46,892 | New |
| Readystate Asset Management LP | 45,607 | $412.3K | 0.02% | −40,695−47.2% | Reduced |
| ELCO Management Co., LLC | 43,520 | $393.4K | 0.21% | −1,000−2.2% | Reduced |
| GWM Advisors LLC | 40,039 | $362.0K | 0.00% | −500−1.2% | Reduced |
| NBC Securities, Inc. | 34,098 | $308.0K | 0.03% | +10,284+43.2% | Added |
| WESPAC Advisors, LLC | 33,500 | $302.8K | 0.21% | 00.0% | Unchanged |
| David J Yvars Group | 33,180 | $299.9K | 0.18% | +5,316+19.1% | Added |
| Sigma Planning Corp | 32,264 | $291.7K | 0.01% | −1,446−4.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 32,052 | $290.1K | 0.00% | +32,052 | New |
| Stratos Wealth Advisors, LLC | 30,000 | $271.2K | 0.01% | −1,200−3.8% | Reduced |
| Balyasny Asset Management LLC | 28,407 | $256.8K | 0.00% | +28,407 | New |
| Semus Wealth Partners LLC | 28,138 | $254.4K | 0.16% | +203+0.7% | Added |
| Baird Financial Group, Inc. | 28,016 | $253.3K | 0.00% | +9,588+52.0% | Added |
| Cetera Investment Advisers | 27,319 | $247.0K | 0.00% | +147+0.5% | Added |
| Formidable Asset Management, LLC | 29,100 | $246.2K | 0.04% | 00.0% | Unchanged |
| Successful Portfolios LLC | 26,476 | $239.3K | 0.15% | 00.0% | Unchanged |
| Allworth Financial LP | 20,117 | $181.9K | 0.00% | +20,117 | New |
| GWN Securities Inc. | 19,905 | $179.9K | 0.03% | +19,905 | New |
| Principal Securities, Inc. | 17,982 | $162.6K | 0.00% | −444−2.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 17,809 | $161.0K | 0.00% | −43−0.2% | Reduced |
| Summit Financial, LLC | 17,675 | $159.8K | 0.00% | +17,675 | New |
| Ameritas Advisory Services, LLC | 17,156 | $155.1K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 17,124 | $154.8K | 0.00% | +17,124 | New |
| Everstar Asset Management, LLC | 16,955 | $153.3K | 0.09% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 16,352 | $148.0K | 0.00% | +16,352 | New |
| Liberty Capital Management, Inc. | 16,170 | $146.2K | 0.03% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 16,100 | $145.5K | 0.02% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 16,067 | $145.2K | 0.10% | +30.0% | Added |
| International Assets Investment Management, LLC | 15,609 | $141.1K | 0.01% | +2,000+14.7% | Added |
| Wealth Effects LLC | 15,450 | $139.7K | 0.05% | −2,797−15.3% | Reduced |
| NWF Advisory Services Inc. | 15,300 | $138.3K | 0.02% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 14,761 | $133.4K | 0.01% | +137+0.9% | Added |
| Flagship Harbor Advisors, LLC | 14,578 | $131.8K | 0.01% | +198+1.4% | Added |
| Kovack Advisors, Inc. | 13,247 | $119.8K | 0.01% | +13,247 | New |
| Catalina Capital Group, LLC | 13,172 | $119.1K | 0.08% | +13,172 | New |
| Oppenheimer & Co Inc | 13,142 | $118.8K | 0.00% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 12,402 | $111.1K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 12,149 | $109.8K | 0.01% | +12,149 | New |
| Congress Park Capital LLC | 12,000 | $108.5K | 0.04% | −3,000−20.0% | Reduced |
| MML Investors Services, LLC | 11,910 | $108.0K | 0.00% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 11,675 | $105.5K | 0.01% | −169−1.4% | Reduced |
| Warren Averett Asset Management, LLC | 11,560 | $104.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 11,509 | $104.0K | 0.01% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,366 | $102.7K | 0.02% | +250+2.2% | Added |
| Gladstone Institutional Advisory LLC | 11,240 | $101.6K | 0.00% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 11,081 | $100.2K | 0.05% | −266−2.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 9,700 | $82.1K | 0.03% | +9,700 | New |
| GAMMA Investing LLC | 8,000 | $72.3K | 0.00% | +8,000 | New |
| Farther Finance Advisors, LLC | 7,590 | $68.6K | 0.00% | +7,590 | New |
| CoreCap Advisors, LLC | 6,760 | $61.1K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5,752 | $52.0K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 4,694 | $42.4K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,296 | $38.8K | 0.00% | −23,690−84.6% | Reduced |
| Geneos Wealth Management Inc. | 3,855 | $34.8K | 0.00% | +1,380+55.8% | Added |
| Parallel Advisors, LLC | 3,787 | $34.2K | 0.00% | −638−14.4% | Reduced |
| MAI Capital Management | 3,197 | $28.9K | 0.00% | −930−22.5% | Reduced |
| Comerica Bank | 2,060 | $18.6K | 0.00% | +12+0.6% | Added |
| Hoey Investments, Inc | 2,000 | $18.1K | 0.00% | −2,000−50.0% | Reduced |
| Private Trust Co NA | 2,000 | $18.1K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,000 | $18.1K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,550 | $14.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,511 | $13.7K | 0.00% | +1,511 | New |
| Smartleaf Asset Management LLC | 1,273 | $11.4K | 0.00% | −10−0.8% | Reduced |
| TD Capital Management LLC | 1,023 | $9.25K | 0.00% | 00.0% | Unchanged |