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, Q4 2025
Institutional positions in Eaton Vance Risk-Managed Diversified Equity Income Fund as of Dec 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
- 119
- +9 vs. Q3 2025
- Shares held
- 15.0M
- +300.8K (+2.0%) vs. Q3 2025
- Total value
- $132.2M
- +$219.0K (+0.2%) vs. Q3 2025
- New holders
- 16
- 37 more added
- Sold out
- 7
- 44 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Risk-Managed Diversified Equity Income Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 2,232,032 | $19.7M | 0.01% | −3,736−0.2% | Reduced |
| Raymond James Financial Inc | 1,902,639 | $16.8M | 0.01% | +92,362+5.1% | Added |
| Advisor Group Holdings, Inc. | 1,229,160 | $10.8M | 0.02% | +38,595+3.2% | Added |
| Guggenheim Capital LLC | 1,088,860 | $9.60M | 0.07% | +184,721+20.4% | Added |
| Invesco Ltd. | 993,330 | $8.76M | 0.00% | −35,567−3.5% | Reduced |
| Cornerstone Advisors, LLC | 762,333 | $6.72M | 0.22% | −207,084−21.4% | Reduced |
| Morgan Stanley | 693,493 | $6.12M | 0.00% | −191,464−21.6% | Reduced |
| Advisors Asset Management, Inc. | 438,453 | $3.87M | 0.06% | +71,237+19.4% | Added |
| Shaker Financial Services, LLC | 414,103 | $3.65M | 1.16% | +48,105+13.1% | Added |
| Ameriprise Financial Inc | 408,309 | $3.60M | 0.00% | +11,552+2.9% | Added |
| Cohen & Steers, Inc. | 266,380 | $2.35M | 0.00% | −196,066−42.4% | Reduced |
| Wells Fargo & Company | 199,761 | $1.76M | 0.00% | −84,155−29.6% | Reduced |
| Colony Group, LLC | 198,759 | $1.75M | 0.00% | +198,759 | New |
| Financial Alternatives, Inc | 189,491 | $1.67M | 0.97% | −3,752−1.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 185,731 | $1.64M | 0.00% | +5,730+3.2% | Added |
| Creative Planning | 176,434 | $1.56M | 0.00% | −6,698−3.7% | Reduced |
| Bank of America Corp | 173,157 | $1.53M | 0.00% | +2,817+1.7% | Added |
| IHT Wealth Management, LLC | 165,239 | $1.46M | 0.04% | −5,886−3.4% | Reduced |
| Rpo LLC | 136,910 | $1.21M | 1.38% | +136,910 | New |
| Readystate Asset Management LP | 134,063 | $1.18M | 0.05% | +29,821+28.6% | Added |
| Two Sigma Investments, LP | 133,535 | $1.18M | 0.00% | −621−0.5% | Reduced |
| Private Advisor Group, LLC | 128,562 | $1.13M | 0.01% | +7,228+6.0% | Added |
| Calamos Advisors LLC | 118,032 | $1.04M | 0.00% | +28,710+32.1% | Added |
| First Heartland Consultants, Inc. | 114,498 | $1.01M | 0.08% | −939−0.8% | Reduced |
| Royal Bank of Canada | 112,136 | $989.0K | 0.00% | +5,013+4.7% | Added |
| UBS Group AG | 100,198 | $883.7K | 0.00% | +19,844+24.7% | Added |
| Independent Financial Group, LLC | 96,133 | $847.9K | 0.02% | −3,000−3.0% | Reduced |
| PMG Family Office LLC | 95,158 | $839.3K | 0.97% | −3,602−3.6% | Reduced |
| Ausdal Financial Partners, Inc. | 87,046 | $767.7K | 0.04% | −142−0.2% | Reduced |
| Advisory Services Network, LLC | 85,908 | $757.7K | 0.01% | +1,353+1.6% | Added |
| Centaurus Financial, Inc. | 74,036 | $653.0K | 0.03% | +3,956+5.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 72,476 | $639.2K | 0.00% | +72,476 | New |
| Boothbay Fund Management, LLC | 68,455 | $603.8K | 0.02% | +68,455 | New |
| Janney Montgomery Scott LLC | 66,840 | $590.0K | 0.00% | −778−1.2% | Reduced |
| GWM Advisors LLC | 61,112 | $539.0K | 0.00% | +18,373+43.0% | Added |
| Pointe Capital Management LLC | 60,155 | $530.6K | 0.26% | −8,888−12.9% | Reduced |
| SageView Advisory Group, LLC | 59,691 | $526.5K | 0.02% | +1,690+2.9% | Added |
| Cetera Investment Advisers | 56,485 | $498.2K | 0.00% | +6,386+12.7% | Added |
| Stifel Financial Corp | 51,290 | $452.4K | 0.00% | −5,700−10.0% | Reduced |
| WCG Wealth Advisors LLC | 50,686 | $447.1K | 0.01% | 00.0% | Unchanged |
| Winebrenner Capital Management LLC | 50,000 | $441.0K | 0.29% | −30,000−37.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 48,508 | $430.8K | 0.00% | +15,484+46.9% | Added |
| Commonwealth Equity Services, LLC | 48,718 | $429.7K | 0.00% | −4,259−8.0% | Reduced |
| Garden State Investment Advisory Services LLC | 45,688 | $403.0K | 0.10% | −143−0.3% | Reduced |
| Portfolio Strategies, Inc. | 42,066 | $371.0K | 0.04% | −409−1.0% | Reduced |
| David J Yvars Group | 41,930 | $369.8K | 0.20% | +3,355+8.7% | Added |
| ELCO Management Co., LLC | 41,693 | $367.7K | 0.23% | −1,125−2.6% | Reduced |
| HighTower Advisors, LLC | 41,181 | $363.2K | 0.00% | +181+0.4% | Added |
| Jane Street Group, LLC | 35,522 | $313.3K | 0.00% | +11,343+46.9% | Added |
| Decision Investments, Inc | 34,903 | $307.8K | 0.34% | +34,903 | New |
| Arlington Capital Management, Inc. | 34,118 | $300.9K | 0.18% | −1,095−3.1% | Reduced |
| Baird Financial Group, Inc. | 32,835 | $289.6K | 0.00% | −2,144−6.1% | Reduced |
| Sigma Planning Corp | 31,560 | $278.4K | 0.01% | −236−0.7% | Reduced |
| Formidable Asset Management, LLC | 28,240 | $253.9K | 0.04% | −1,062−3.6% | Reduced |
| Successful Portfolios LLC | 27,602 | $247.0K | 0.13% | +2,500+10.0% | Added |
| Stratos Wealth Advisors, LLC | 28,000 | $247.0K | 0.01% | −2,000−6.7% | Reduced |
| Closed-End Fund Advisors, Inc. | 25,416 | $224.2K | 0.13% | +25,416 | New |
| Mount Yale Investment Advisors, LLC | 25,000 | $220.5K | 0.01% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 25,000 | $220.5K | 0.00% | +25,000 | New |
| Everstar Asset Management, LLC | 19,786 | $218.0K | 0.12% | +2,831+16.7% | Added |
| Western Wealth Management, LLC | 24,548 | $216.5K | 0.01% | +10,650+76.6% | Added |
| WESPAC Advisors, LLC | 24,000 | $211.7K | 0.11% | −9,500−28.4% | Reduced |
| Harbour Wealth Management Group, Inc. | 22,790 | $201.0K | 0.16% | +22,790 | New |
| Almitas Capital LLC | 20,661 | $182.2K | 0.04% | +20,661 | New |
| Allworth Financial LP | 20,117 | $177.4K | 0.00% | −1,620−7.5% | Reduced |
| GWN Securities Inc. | 19,905 | $175.6K | 0.04% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 18,609 | $164.1K | 0.01% | +3,000+19.2% | Added |
| NBC Securities, Inc. | 18,494 | $163.1K | 0.01% | −5,298−22.3% | Reduced |
| Founders Financial Alliance, LLC | 18,357 | $161.9K | 0.03% | +1,983+12.1% | Added |
| Steward Partners Investment Advisory, LLC | 18,028 | $159.0K | 0.00% | +219+1.2% | Added |
| Semus Wealth Partners LLC | 16,428 | $144.9K | 0.08% | −2,156−11.6% | Reduced |
| NWF Advisory Services Inc. | 16,300 | $143.8K | 0.02% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 16,075 | $141.8K | 0.08% | +40.0% | Added |
| Kovack Advisors, Inc. | 16,052 | $141.6K | 0.01% | +16,052 | New |
| Prospera Financial Services Inc | 15,721 | $138.7K | 0.00% | +15,721 | New |
| Summit Financial, LLC | 15,325 | $135.2K | 0.00% | −7,920−34.1% | Reduced |
| Wealth Effects LLC | 15,150 | $133.6K | 0.04% | −300−1.9% | Reduced |
| Flagship Harbor Advisors, LLC | 14,977 | $132.1K | 0.01% | +203+1.4% | Added |
| Ameritas Advisory Services, LLC | 14,428 | $127.3K | 0.00% | −3,728−20.5% | Reduced |
| Liberty Capital Management, Inc. | 14,170 | $125.0K | 0.02% | −2,000−12.4% | Reduced |
| Principal Securities, Inc. | 13,474 | $118.8K | 0.00% | −3,696−21.5% | Reduced |
| Catalina Capital Group, LLC | 13,270 | $117.0K | 0.07% | +98+0.7% | Added |
| National Asset Management, Inc. | 12,360 | $109.0K | 0.01% | +32+0.3% | Added |
| MML Investors Services, LLC | 12,360 | $109.0K | 0.00% | +450+3.8% | Added |
| Marshall Financial Group LLC | 12,025 | $106.1K | 0.02% | 00.0% | Unchanged |
| Insight Advisors, LLC | 11,871 | $104.7K | 0.02% | +257+2.2% | Added |
| Warren Averett Asset Management, LLC | 11,560 | $102.0K | 0.00% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 11,353 | $100.1K | 0.01% | −51−0.4% | Reduced |
| Pensionmark Financial Group, LLC | 11,330 | $99.9K | 0.00% | +11,330 | New |
| Gladstone Institutional Advisory LLC | 11,090 | $97.8K | 0.00% | −150−1.3% | Reduced |
| Vista Investment Partners II, LLC | 11,036 | $97.3K | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 11,002 | $97.0K | 0.00% | +11,002 | New |
| StoneX Group Inc. | 10,782 | $95.1K | 0.00% | +10,782 | New |
| Landscape Capital Management, L.L.C. | 10,613 | $93.6K | 0.01% | +10,613 | New |
| GAMMA Investing LLC | 8,000 | $70.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7,590 | $66.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6,760 | $59.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,574 | $58.0K | 0.00% | +5,574+557.4% | Added |
| Princeton Global Asset Management LLC | 5,752 | $50.7K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 4,694 | $41.4K | 0.01% | 00.0% | Unchanged |