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 |
|---|---|---|---|---|---|
| CBIZ Investment Advisory Services, LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Tower Research Capital LLC (TRC) | 10 | $90 | 0.00% | +10 | New |
| WPG Advisers, LLC | 247 | $2.23K | 0.00% | +247 | New |
| Luminist Capital LLC | 697 | $6.29K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,000 | $9.04K | 0.00% | +1,000 | New |
| TD Capital Management LLC | 1,023 | $9.25K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,273 | $11.4K | 0.00% | −10−0.8% | Reduced |
| Armstrong Advisory Group, Inc | 1,511 | $13.7K | 0.00% | +1,511 | New |
| Hollencrest Capital Management | 1,550 | $14.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Comerica Bank | 2,060 | $18.6K | 0.00% | +12+0.6% | Added |
| MAI Capital Management | 3,197 | $28.9K | 0.00% | −930−22.5% | Reduced |
| Parallel Advisors, LLC | 3,787 | $34.2K | 0.00% | −638−14.4% | Reduced |
| Geneos Wealth Management Inc. | 3,855 | $34.8K | 0.00% | +1,380+55.8% | Added |
| Northwestern Mutual Wealth Management Co | 4,296 | $38.8K | 0.00% | −23,690−84.6% | Reduced |
| Creative Capital Management Investments LLC | 4,694 | $42.4K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5,752 | $52.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6,760 | $61.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7,590 | $68.6K | 0.00% | +7,590 | New |
| GAMMA Investing LLC | 8,000 | $72.3K | 0.00% | +8,000 | New |
| Oliver Lagore Vanvalin Investment Group | 9,700 | $82.1K | 0.03% | +9,700 | New |
| Vista Investment Partners II, LLC | 11,081 | $100.2K | 0.05% | −266−2.3% | Reduced |
| Gladstone Institutional Advisory LLC | 11,240 | $101.6K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,366 | $102.7K | 0.02% | +250+2.2% | Added |
| GPS Wealth Strategies Group, LLC | 11,509 | $104.0K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 11,560 | $104.5K | 0.00% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 11,675 | $105.5K | 0.01% | −169−1.4% | Reduced |
| MML Investors Services, LLC | 11,910 | $108.0K | 0.00% | 00.0% | Unchanged |
| Congress Park Capital LLC | 12,000 | $108.5K | 0.04% | −3,000−20.0% | Reduced |
| National Asset Management, Inc. | 12,149 | $109.8K | 0.01% | +12,149 | New |
| Marshall Financial Group LLC | 12,402 | $111.1K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 13,142 | $118.8K | 0.00% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 13,172 | $119.1K | 0.08% | +13,172 | New |
| Kovack Advisors, Inc. | 13,247 | $119.8K | 0.01% | +13,247 | New |
| Flagship Harbor Advisors, LLC | 14,578 | $131.8K | 0.01% | +198+1.4% | Added |
| Western Wealth Management, LLC | 14,761 | $133.4K | 0.01% | +137+0.9% | Added |
| NWF Advisory Services Inc. | 15,300 | $138.3K | 0.02% | 00.0% | Unchanged |
| Wealth Effects LLC | 15,450 | $139.7K | 0.05% | −2,797−15.3% | Reduced |
| International Assets Investment Management, LLC | 15,609 | $141.1K | 0.01% | +2,000+14.7% | Added |
| Primoris Wealth Advisors, LLC | 16,067 | $145.2K | 0.10% | +30.0% | Added |
| Strategic Financial Concepts, LLC | 16,100 | $145.5K | 0.02% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 16,170 | $146.2K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 16,352 | $148.0K | 0.00% | +16,352 | New |
| Everstar Asset Management, LLC | 16,955 | $153.3K | 0.09% | 00.0% | Unchanged |
| Jane Street Group, LLC | 17,124 | $154.8K | 0.00% | +17,124 | New |
| Ameritas Advisory Services, LLC | 17,156 | $155.1K | 0.01% | 00.0% | Unchanged |
| Summit Financial, LLC | 17,675 | $159.8K | 0.00% | +17,675 | New |
| Steward Partners Investment Advisory, LLC | 17,809 | $161.0K | 0.00% | −43−0.2% | Reduced |
| Principal Securities, Inc. | 17,982 | $162.6K | 0.00% | −444−2.4% | Reduced |
| GWN Securities Inc. | 19,905 | $179.9K | 0.03% | +19,905 | New |
| Allworth Financial LP | 20,117 | $181.9K | 0.00% | +20,117 | New |
| Successful Portfolios LLC | 26,476 | $239.3K | 0.15% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 29,100 | $246.2K | 0.04% | 00.0% | Unchanged |
| Cetera Investment Advisers | 27,319 | $247.0K | 0.00% | +147+0.5% | Added |
| Baird Financial Group, Inc. | 28,016 | $253.3K | 0.00% | +9,588+52.0% | Added |
| Semus Wealth Partners LLC | 28,138 | $254.4K | 0.16% | +203+0.7% | Added |
| Balyasny Asset Management LLC | 28,407 | $256.8K | 0.00% | +28,407 | New |
| Stratos Wealth Advisors, LLC | 30,000 | $271.2K | 0.01% | −1,200−3.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 32,052 | $290.1K | 0.00% | +32,052 | New |
| Sigma Planning Corp | 32,264 | $291.7K | 0.01% | −1,446−4.3% | Reduced |
| David J Yvars Group | 33,180 | $299.9K | 0.18% | +5,316+19.1% | Added |
| WESPAC Advisors, LLC | 33,500 | $302.8K | 0.21% | 00.0% | Unchanged |
| NBC Securities, Inc. | 34,098 | $308.0K | 0.03% | +10,284+43.2% | Added |
| GWM Advisors LLC | 40,039 | $362.0K | 0.00% | −500−1.2% | Reduced |
| ELCO Management Co., LLC | 43,520 | $393.4K | 0.21% | −1,000−2.2% | Reduced |
| Readystate Asset Management LP | 45,607 | $412.3K | 0.02% | −40,695−47.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 46,892 | $423.9K | 0.00% | +46,892 | New |
| HighTower Advisors, LLC | 48,441 | $437.9K | 0.00% | −836−1.7% | Reduced |
| Garden State Investment Advisory Services LLC | 49,886 | $451.0K | 0.12% | +3,778+8.2% | Added |
| WCG Wealth Advisors LLC | 50,686 | $458.2K | 0.03% | +21,224+72.0% | Added |
| Commonwealth Equity Services, LLC | 52,994 | $479.0K | 0.00% | −4,308−7.5% | Reduced |
| SageView Advisory Group, LLC | 58,001 | $520.3K | 0.02% | +20,248+53.6% | Added |
| Two Sigma Investments, LP | 58,247 | $526.6K | 0.00% | +58,247 | New |
| Janney Montgomery Scott LLC | 66,920 | $605.0K | 0.00% | −3,743−5.3% | Reduced |
| Centaurus Financial, Inc. | 68,318 | $618.0K | 0.04% | −742−1.1% | Reduced |
| Pointe Capital Management LLC | 68,626 | $620.4K | 0.32% | +418+0.6% | Added |
| LaSalle St. Investment Advisors, LLC | 42,773 | $626.0K | 0.17% | +42,773 | New |
| Stifel Financial Corp | 73,890 | $668.0K | 0.00% | −4,500−5.7% | Reduced |
| Winebrenner Capital Management LLC | 80,000 | $723.2K | 0.58% | −10,000−11.1% | Reduced |
| Advisory Services Network, LLC | 82,327 | $738.5K | 0.01% | −1,705−2.0% | Reduced |
| UBS Group AG | 86,478 | $781.8K | 0.00% | +4,882+6.0% | Added |
| Ausdal Financial Partners, Inc. | 87,200 | $788.3K | 0.05% | −6,127−6.6% | Reduced |
| First Heartland Consultants, Inc. | 95,925 | $867.2K | 0.08% | −12,912−11.9% | Reduced |
| Royal Bank of Canada | 97,382 | $880.0K | 0.00% | +3,821+4.1% | Added |
| Private Advisor Group, LLC | 106,421 | $962.1K | 0.01% | −1,649−1.5% | Reduced |
| Independent Financial Group, LLC | 114,629 | $1.04M | 0.03% | −55,342−32.6% | Reduced |
| Bank of America Corp | 152,490 | $1.38M | 0.00% | −29,855−16.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 181,450 | $1.64M | 0.00% | −16,656−8.4% | Reduced |
| IHT Wealth Management, LLC | 186,704 | $1.69M | 0.05% | −6,085−3.2% | Reduced |
| Creative Planning | 200,275 | $1.81M | 0.00% | −12,957−6.1% | Reduced |
| Financial Alternatives, Inc | 202,824 | $1.83M | 1.19% | −10,431−4.9% | Reduced |
| Shaker Financial Services, LLC | 303,924 | $2.75M | 1.00% | −215,331−41.5% | Reduced |
| Wells Fargo & Company | 306,986 | $2.78M | 0.00% | −9,017−2.9% | Reduced |
| Advisors Asset Management, Inc. | 325,269 | $2.94M | 0.05% | +64,787+24.9% | Added |
| Ameriprise Financial Inc | 401,249 | $3.63M | 0.00% | +19,783+5.2% | Added |
| Cohen & Steers, Inc. | 487,446 | $4.41M | 0.01% | +60,000+14.0% | Added |
| Cornerstone Advisors, LLC | 873,368 | $7.90M | 0.27% | +253,659+40.9% | Added |
| Invesco Ltd. | 912,531 | $8.25M | 0.00% | +26,187+3.0% | Added |