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 |
|---|---|---|---|---|---|
| Rpo LLC | 136,910 | $1.21M | 1.38% | +136,910 | New |
| IHT Wealth Management, LLC | 165,239 | $1.46M | 0.04% | −5,886−3.4% | Reduced |
| Bank of America Corp | 173,157 | $1.53M | 0.00% | +2,817+1.7% | Added |
| Creative Planning | 176,434 | $1.56M | 0.00% | −6,698−3.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 185,731 | $1.64M | 0.00% | +5,730+3.2% | Added |
| Financial Alternatives, Inc | 189,491 | $1.67M | 0.97% | −3,752−1.9% | Reduced |
| Colony Group, LLC | 198,759 | $1.75M | 0.00% | +198,759 | New |
| Wells Fargo & Company | 199,761 | $1.76M | 0.00% | −84,155−29.6% | Reduced |
| Cohen & Steers, Inc. | 266,380 | $2.35M | 0.00% | −196,066−42.4% | Reduced |
| Ameriprise Financial Inc | 408,309 | $3.60M | 0.00% | +11,552+2.9% | Added |
| Shaker Financial Services, LLC | 414,103 | $3.65M | 1.16% | +48,105+13.1% | Added |
| Advisors Asset Management, Inc. | 438,453 | $3.87M | 0.06% | +71,237+19.4% | Added |
| Morgan Stanley | 693,493 | $6.12M | 0.00% | −191,464−21.6% | Reduced |
| Cornerstone Advisors, LLC | 762,333 | $6.72M | 0.22% | −207,084−21.4% | Reduced |
| Invesco Ltd. | 993,330 | $8.76M | 0.00% | −35,567−3.5% | Reduced |
| Guggenheim Capital LLC | 1,088,860 | $9.60M | 0.07% | +184,721+20.4% | Added |
| Advisor Group Holdings, Inc. | 1,229,160 | $10.8M | 0.02% | +38,595+3.2% | Added |
| Raymond James Financial Inc | 1,902,639 | $16.8M | 0.01% | +92,362+5.1% | Added |
| LPL Financial LLC | 2,232,032 | $19.7M | 0.01% | −3,736−0.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −123,890−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −16,100−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −11,509−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −10,426−100.0% | Sold out |
| Kerr Financial Planning Corp | 0 | $0 | 0.00% | −4,832−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −100−100.0% | Sold out |