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, Q3 2025
Institutional positions in Eaton Vance Risk-Managed Diversified Equity Income Fund as of Sep 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
- 110
- +7 vs. Q2 2025
- Shares held
- 14.7M
- +573.1K (+4.1%) vs. Q2 2025
- Total value
- $132.0M
- +$4.23M (+3.3%) vs. Q2 2025
- New holders
- 14
- 35 more added
- Sold out
- 7
- 30 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Risk-Managed Diversified Equity Income Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 2,235,768 | $20.1M | 0.01% | +42,028+1.9% | Added |
| Raymond James Financial Inc | 1,810,277 | $16.3M | 0.01% | +101,577+5.9% | Added |
| Advisor Group Holdings, Inc. | 1,190,565 | $10.7M | 0.01% | +15,562+1.3% | Added |
| Invesco Ltd. | 1,028,897 | $9.25M | 0.00% | +116,366+12.8% | Added |
| Cornerstone Advisors, LLC | 969,417 | $8.72M | 0.29% | +96,049+11.0% | Added |
| Guggenheim Capital LLC | 904,139 | $8.13M | 0.06% | −198,467−18.0% | Reduced |
| Morgan Stanley | 884,957 | $7.96M | 0.00% | −95,703−9.8% | Reduced |
| Cohen & Steers, Inc. | 462,446 | $4.16M | 0.01% | −25,000−5.1% | Reduced |
| Ameriprise Financial Inc | 396,757 | $3.57M | 0.00% | −4,492−1.1% | Reduced |
| Advisors Asset Management, Inc. | 367,216 | $3.30M | 0.06% | +41,947+12.9% | Added |
| Shaker Financial Services, LLC | 365,998 | $3.29M | 1.13% | +62,074+20.4% | Added |
| Wells Fargo & Company | 283,916 | $2.55M | 0.00% | −23,070−7.5% | Reduced |
| Financial Alternatives, Inc | 193,243 | $1.74M | 1.05% | −9,581−4.7% | Reduced |
| Creative Planning | 183,132 | $1.65M | 0.00% | −17,143−8.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 180,001 | $1.62M | 0.00% | −1,449−0.8% | Reduced |
| IHT Wealth Management, LLC | 171,125 | $1.54M | 0.04% | −15,579−8.3% | Reduced |
| Bank of America Corp | 170,340 | $1.53M | 0.00% | +17,850+11.7% | Added |
| Two Sigma Investments, LP | 134,156 | $1.21M | 0.00% | +75,909+130.3% | Added |
| Kovitz Investment Group Partners, LLC | 123,890 | $1.11M | 0.00% | +76,998+164.2% | Added |
| Private Advisor Group, LLC | 121,334 | $1.09M | 0.01% | +14,913+14.0% | Added |
| First Heartland Consultants, Inc. | 115,437 | $1.04M | 0.08% | +19,512+20.3% | Added |
| Royal Bank of Canada | 107,123 | $963.0K | 0.00% | +9,741+10.0% | Added |
| Readystate Asset Management LP | 104,242 | $937.1K | 0.05% | +58,635+128.6% | Added |
| Independent Financial Group, LLC | 99,133 | $891.2K | 0.02% | −15,496−13.5% | Reduced |
| PMG Family Office LLC | 98,760 | $887.9K | 0.99% | +98,760 | New |
| Calamos Advisors LLC | 89,322 | $803.0K | 0.00% | +89,322 | New |
| Ausdal Financial Partners, Inc. | 87,188 | $783.8K | 0.04% | −120.0% | Reduced |
| Advisory Services Network, LLC | 84,555 | $760.2K | 0.01% | +2,228+2.7% | Added |
| UBS Group AG | 80,354 | $722.4K | 0.00% | −6,124−7.1% | Reduced |
| Winebrenner Capital Management LLC | 80,000 | $719.2K | 0.52% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 70,080 | $630.0K | 0.03% | +1,762+2.6% | Added |
| Pointe Capital Management LLC | 69,043 | $620.7K | 0.30% | +417+0.6% | Added |
| Janney Montgomery Scott LLC | 67,618 | $608.0K | 0.00% | +698+1.0% | Added |
| SageView Advisory Group, LLC | 58,001 | $521.4K | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 56,990 | $512.3K | 0.00% | −16,900−22.9% | Reduced |
| Commonwealth Equity Services, LLC | 52,977 | $476.0K | 0.00% | −170.0% | Reduced |
| WCG Wealth Advisors LLC | 50,686 | $455.7K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 50,099 | $450.4K | 0.00% | +22,780+83.4% | Added |
| Garden State Investment Advisory Services LLC | 45,831 | $412.0K | 0.10% | −4,055−8.1% | Reduced |
| ELCO Management Co., LLC | 42,818 | $384.9K | 0.20% | −702−1.6% | Reduced |
| GWM Advisors LLC | 42,739 | $384.2K | 0.00% | +2,700+6.7% | Added |
| Portfolio Strategies, Inc. | 42,475 | $381.9K | 0.04% | +42,475 | New |
| HighTower Advisors, LLC | 41,000 | $368.6K | 0.00% | −7,441−15.4% | Reduced |
| David J Yvars Group | 38,575 | $346.8K | 0.19% | +5,395+16.3% | Added |
| Arlington Capital Management, Inc. | 35,213 | $316.6K | 0.20% | +35,213 | New |
| Baird Financial Group, Inc. | 34,979 | $314.5K | 0.00% | +6,963+24.9% | Added |
| WESPAC Advisors, LLC | 33,500 | $301.2K | 0.18% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 33,024 | $295.6K | 0.00% | +972+3.0% | Added |
| Sigma Planning Corp | 31,796 | $285.8K | 0.01% | −468−1.5% | Reduced |
| Stratos Wealth Advisors, LLC | 30,000 | $269.7K | 0.01% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 29,302 | $264.9K | 0.04% | +202+0.7% | Added |
| Successful Portfolios LLC | 25,102 | $225.7K | 0.13% | −1,374−5.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 25,000 | $224.8K | 0.02% | +25,000 | New |
| Jane Street Group, LLC | 24,179 | $217.4K | 0.00% | +7,055+41.2% | Added |
| NBC Securities, Inc. | 23,792 | $213.9K | 0.02% | −10,306−30.2% | Reduced |
| Summit Financial, LLC | 23,245 | $209.0K | 0.00% | +5,570+31.5% | Added |
| Allworth Financial LP | 21,737 | $195.4K | 0.00% | +1,620+8.1% | Added |
| GWN Securities Inc. | 19,905 | $178.9K | 0.04% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 18,584 | $167.1K | 0.09% | −9,554−34.0% | Reduced |
| Ameritas Advisory Services, LLC | 18,156 | $163.2K | 0.01% | +1,000+5.8% | Added |
| Steward Partners Investment Advisory, LLC | 17,809 | $160.1K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 17,170 | $154.4K | 0.00% | −812−4.5% | Reduced |
| Everstar Asset Management, LLC | 16,955 | $152.4K | 0.09% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 16,374 | $147.2K | 0.03% | +16,374 | New |
| NWF Advisory Services Inc. | 16,300 | $146.5K | 0.02% | +1,000+6.5% | Added |
| Liberty Capital Management, Inc. | 16,170 | $145.4K | 0.03% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 16,100 | $144.7K | 0.02% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 16,071 | $144.5K | 0.09% | +40.0% | Added |
| International Assets Investment Management, LLC | 15,609 | $140.8K | 0.01% | 00.0% | Unchanged |
| Wealth Effects LLC | 15,450 | $138.9K | 0.04% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 14,774 | $132.8K | 0.01% | +196+1.3% | Added |
| Western Wealth Management, LLC | 13,898 | $124.9K | 0.01% | −863−5.8% | Reduced |
| Catalina Capital Group, LLC | 13,172 | $118.4K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 12,328 | $110.8K | 0.01% | +179+1.5% | Added |
| Marshall Financial Group LLC | 12,025 | $108.1K | 0.02% | −377−3.0% | Reduced |
| MML Investors Services, LLC | 11,910 | $107.1K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,614 | $104.4K | 0.02% | +248+2.2% | Added |
| Warren Averett Asset Management, LLC | 11,560 | $103.9K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 11,509 | $103.5K | 0.01% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 11,404 | $102.5K | 0.01% | −271−2.3% | Reduced |
| Gladstone Institutional Advisory LLC | 11,240 | $101.0K | 0.00% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 11,036 | $99.2K | 0.05% | −45−0.4% | Reduced |
| Citadel Advisors LLC | 10,426 | $93.7K | 0.00% | +10,426 | New |
| Rockefeller Capital Management L.P. | 9,838 | $88.4K | 0.00% | +9,838 | New |
| GAMMA Investing LLC | 8,000 | $71.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7,590 | $68.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6,760 | $60.8K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 6,000 | $53.9K | 0.01% | +6,000 | New |
| Princeton Global Asset Management LLC | 5,752 | $51.7K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 4,694 | $42.2K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 4,832 | $42.2K | 0.06% | +4,832 | New |
| Northwestern Mutual Wealth Management Co | 4,296 | $38.6K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 3,267 | $29.4K | 0.00% | +70+2.2% | Added |
| Parallel Advisors, LLC | 2,600 | $23.4K | 0.00% | −1,187−31.3% | Reduced |
| Noble Wealth Management PBC | 2,500 | $22.5K | 0.01% | +2,500 | New |
| Geneos Wealth Management Inc. | 2,475 | $22.3K | 0.00% | −1,380−35.8% | Reduced |
| Comerica Bank | 2,053 | $18.5K | 0.00% | −7−0.3% | Reduced |
| Private Trust Co NA | 2,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2,000 | $18.0K | 0.00% | 00.0% | Unchanged |