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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 10 | $90 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 100 | $899 | 0.00% | +100 | New |
| WPG Advisers, LLC | 171 | $1.54K | 0.00% | −76−30.8% | Reduced |
| Highline Wealth Partners LLC | 500 | $4.50K | 0.00% | +500 | New |
| GoalVest Advisory LLC | 560 | $5.03K | 0.00% | +560 | New |
| Luminist Capital LLC | 697 | $6.24K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,000 | $8.99K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,023 | $9.20K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,273 | $11.4K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,544 | $13.9K | 0.00% | +33+2.2% | Added |
| 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 |
| Comerica Bank | 2,053 | $18.5K | 0.00% | −7−0.3% | Reduced |
| Geneos Wealth Management Inc. | 2,475 | $22.3K | 0.00% | −1,380−35.8% | Reduced |
| Noble Wealth Management PBC | 2,500 | $22.5K | 0.01% | +2,500 | New |
| Parallel Advisors, LLC | 2,600 | $23.4K | 0.00% | −1,187−31.3% | Reduced |
| MAI Capital Management | 3,267 | $29.4K | 0.00% | +70+2.2% | Added |
| Northwestern Mutual Wealth Management Co | 4,296 | $38.6K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 4,832 | $42.2K | 0.06% | +4,832 | New |
| Creative Capital Management Investments LLC | 4,694 | $42.2K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5,752 | $51.7K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 6,000 | $53.9K | 0.01% | +6,000 | New |
| CoreCap Advisors, LLC | 6,760 | $60.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7,590 | $68.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 8,000 | $71.9K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 9,838 | $88.4K | 0.00% | +9,838 | New |
| Citadel Advisors LLC | 10,426 | $93.7K | 0.00% | +10,426 | New |
| Vista Investment Partners II, LLC | 11,036 | $99.2K | 0.05% | −45−0.4% | Reduced |
| Gladstone Institutional Advisory LLC | 11,240 | $101.0K | 0.00% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 11,404 | $102.5K | 0.01% | −271−2.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 11,509 | $103.5K | 0.01% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 11,560 | $103.9K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,614 | $104.4K | 0.02% | +248+2.2% | Added |
| MML Investors Services, LLC | 11,910 | $107.1K | 0.00% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 12,025 | $108.1K | 0.02% | −377−3.0% | Reduced |
| National Asset Management, Inc. | 12,328 | $110.8K | 0.01% | +179+1.5% | Added |
| Catalina Capital Group, LLC | 13,172 | $118.4K | 0.07% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 13,898 | $124.9K | 0.01% | −863−5.8% | Reduced |
| Flagship Harbor Advisors, LLC | 14,774 | $132.8K | 0.01% | +196+1.3% | Added |
| Wealth Effects LLC | 15,450 | $138.9K | 0.04% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 15,609 | $140.8K | 0.01% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 16,071 | $144.5K | 0.09% | +40.0% | Added |
| Strategic Financial Concepts, LLC | 16,100 | $144.7K | 0.02% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 16,170 | $145.4K | 0.03% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 16,300 | $146.5K | 0.02% | +1,000+6.5% | Added |
| Founders Financial Alliance, LLC | 16,374 | $147.2K | 0.03% | +16,374 | New |
| Everstar Asset Management, LLC | 16,955 | $152.4K | 0.09% | 00.0% | Unchanged |
| Principal Securities, Inc. | 17,170 | $154.4K | 0.00% | −812−4.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 17,809 | $160.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 18,156 | $163.2K | 0.01% | +1,000+5.8% | Added |
| Semus Wealth Partners LLC | 18,584 | $167.1K | 0.09% | −9,554−34.0% | Reduced |
| GWN Securities Inc. | 19,905 | $178.9K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 21,737 | $195.4K | 0.00% | +1,620+8.1% | Added |
| Summit Financial, LLC | 23,245 | $209.0K | 0.00% | +5,570+31.5% | Added |
| NBC Securities, Inc. | 23,792 | $213.9K | 0.02% | −10,306−30.2% | Reduced |
| Jane Street Group, LLC | 24,179 | $217.4K | 0.00% | +7,055+41.2% | Added |
| Mount Yale Investment Advisors, LLC | 25,000 | $224.8K | 0.02% | +25,000 | New |
| Successful Portfolios LLC | 25,102 | $225.7K | 0.13% | −1,374−5.2% | Reduced |
| Formidable Asset Management, LLC | 29,302 | $264.9K | 0.04% | +202+0.7% | Added |
| Stratos Wealth Advisors, LLC | 30,000 | $269.7K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 31,796 | $285.8K | 0.01% | −468−1.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 33,024 | $295.6K | 0.00% | +972+3.0% | Added |
| WESPAC Advisors, LLC | 33,500 | $301.2K | 0.18% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 34,979 | $314.5K | 0.00% | +6,963+24.9% | Added |
| Arlington Capital Management, Inc. | 35,213 | $316.6K | 0.20% | +35,213 | New |
| David J Yvars Group | 38,575 | $346.8K | 0.19% | +5,395+16.3% | Added |
| HighTower Advisors, LLC | 41,000 | $368.6K | 0.00% | −7,441−15.4% | Reduced |
| Portfolio Strategies, Inc. | 42,475 | $381.9K | 0.04% | +42,475 | New |
| GWM Advisors LLC | 42,739 | $384.2K | 0.00% | +2,700+6.7% | Added |
| ELCO Management Co., LLC | 42,818 | $384.9K | 0.20% | −702−1.6% | Reduced |
| Garden State Investment Advisory Services LLC | 45,831 | $412.0K | 0.10% | −4,055−8.1% | Reduced |
| Cetera Investment Advisers | 50,099 | $450.4K | 0.00% | +22,780+83.4% | Added |
| WCG Wealth Advisors LLC | 50,686 | $455.7K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 52,977 | $476.0K | 0.00% | −170.0% | Reduced |
| Stifel Financial Corp | 56,990 | $512.3K | 0.00% | −16,900−22.9% | Reduced |
| SageView Advisory Group, LLC | 58,001 | $521.4K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 67,618 | $608.0K | 0.00% | +698+1.0% | Added |
| Pointe Capital Management LLC | 69,043 | $620.7K | 0.30% | +417+0.6% | Added |
| Centaurus Financial, Inc. | 70,080 | $630.0K | 0.03% | +1,762+2.6% | Added |
| Winebrenner Capital Management LLC | 80,000 | $719.2K | 0.52% | 00.0% | Unchanged |
| UBS Group AG | 80,354 | $722.4K | 0.00% | −6,124−7.1% | Reduced |
| Advisory Services Network, LLC | 84,555 | $760.2K | 0.01% | +2,228+2.7% | Added |
| Ausdal Financial Partners, Inc. | 87,188 | $783.8K | 0.04% | −120.0% | Reduced |
| Calamos Advisors LLC | 89,322 | $803.0K | 0.00% | +89,322 | New |
| PMG Family Office LLC | 98,760 | $887.9K | 0.99% | +98,760 | New |
| Independent Financial Group, LLC | 99,133 | $891.2K | 0.02% | −15,496−13.5% | Reduced |
| Readystate Asset Management LP | 104,242 | $937.1K | 0.05% | +58,635+128.6% | Added |
| Royal Bank of Canada | 107,123 | $963.0K | 0.00% | +9,741+10.0% | Added |
| First Heartland Consultants, Inc. | 115,437 | $1.04M | 0.08% | +19,512+20.3% | Added |
| Private Advisor Group, LLC | 121,334 | $1.09M | 0.01% | +14,913+14.0% | Added |
| Kovitz Investment Group Partners, LLC | 123,890 | $1.11M | 0.00% | +76,998+164.2% | Added |
| Two Sigma Investments, LP | 134,156 | $1.21M | 0.00% | +75,909+130.3% | Added |
| Bank of America Corp | 170,340 | $1.53M | 0.00% | +17,850+11.7% | Added |
| IHT Wealth Management, LLC | 171,125 | $1.54M | 0.04% | −15,579−8.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 180,001 | $1.62M | 0.00% | −1,449−0.8% | Reduced |
| Creative Planning | 183,132 | $1.65M | 0.00% | −17,143−8.6% | Reduced |
| Financial Alternatives, Inc | 193,243 | $1.74M | 1.05% | −9,581−4.7% | Reduced |
| Wells Fargo & Company | 283,916 | $2.55M | 0.00% | −23,070−7.5% | Reduced |
| Shaker Financial Services, LLC | 365,998 | $3.29M | 1.13% | +62,074+20.4% | Added |