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, Q1 2026
Institutional positions in Eaton Vance Risk-Managed Diversified Equity Income Fund as of Mar 31, 2026. 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
- +2 vs. Q4 2025
- Shares held
- 14.1M
- −823.3K (−5.5%) vs. Q4 2025
- Total value
- $115.6M
- −$16.5M (−12.5%) vs. Q4 2025
- New holders
- 10
- 51 more added
- Sold out
- 8
- 32 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Eaton Vance Risk-Managed Diversified Equity Income Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 2,238,255 | $18.3M | 0.00% | +6,223+0.3% | Added |
| Raymond James Financial Inc | 1,936,190 | $15.8M | 0.00% | +33,551+1.8% | Added |
| Advisor Group Holdings, Inc. | 1,210,724 | $9.89M | 0.01% | −18,436−1.5% | Reduced |
| Guggenheim Capital LLC | 1,148,133 | $9.38M | 0.07% | +59,273+5.4% | Added |
| Invesco Ltd. | 956,309 | $7.81M | 0.00% | −37,021−3.7% | Reduced |
| Morgan Stanley | 725,750 | $5.93M | 0.00% | +32,257+4.7% | Added |
| Advisors Asset Management, Inc. | 485,611 | $3.97M | 0.07% | +47,158+10.8% | Added |
| Ameriprise Financial Inc | 427,823 | $3.48M | 0.00% | +19,514+4.8% | Added |
| Shaker Financial Services, LLC | 247,420 | $2.02M | 0.70% | −166,683−40.3% | Reduced |
| Cohen & Steers, Inc. | 241,380 | $1.97M | 0.00% | −25,000−9.4% | Reduced |
| Colony Group, LLC | 225,692 | $1.84M | 0.00% | +26,933+13.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 190,940 | $1.56M | 0.00% | +5,209+2.8% | Added |
| Financial Alternatives, Inc | 188,665 | $1.54M | 0.83% | −826−0.4% | Reduced |
| Wells Fargo & Company | 177,068 | $1.45M | 0.00% | −22,693−11.4% | Reduced |
| Bank of America Corp | 159,954 | $1.31M | 0.00% | −13,203−7.6% | Reduced |
| IHT Wealth Management, LLC | 156,005 | $1.27M | 0.03% | −9,234−5.6% | Reduced |
| Creative Planning | 150,479 | $1.23M | 0.00% | −25,955−14.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 149,286 | $1.22M | 0.01% | +76,810+106.0% | Added |
| Private Advisor Group, LLC | 134,957 | $1.10M | 0.01% | +6,395+5.0% | Added |
| Calamos Advisors LLC | 133,982 | $1.09M | 0.00% | +15,950+13.5% | Added |
| Two Sigma Investments, LP | 133,176 | $1.09M | 0.00% | −359−0.3% | Reduced |
| First Heartland Consultants, Inc. | 125,241 | $1.02M | 0.08% | +10,743+9.4% | Added |
| Steward Partners Investment Advisory, LLC | 120,616 | $985.4K | 0.01% | +102,588+569.0% | Added |
| Royal Bank of Canada | 116,319 | $951.0K | 0.00% | +4,183+3.7% | Added |
| PMG Family Office LLC | 101,258 | $827.3K | 0.92% | +6,100+6.4% | Added |
| UBS Group AG | 92,297 | $754.1K | 0.00% | −7,901−7.9% | Reduced |
| Independent Financial Group, LLC | 92,123 | $752.6K | 0.02% | −4,010−4.2% | Reduced |
| Advisory Services Network, LLC | 91,996 | $751.6K | 0.01% | +6,088+7.1% | Added |
| Ausdal Financial Partners, Inc. | 85,360 | $697.4K | 0.03% | −1,686−1.9% | Reduced |
| Pointe Capital Management LLC | 84,722 | $692.2K | 0.34% | +24,567+40.8% | Added |
| Centaurus Financial, Inc. | 74,947 | $612.0K | 0.03% | +911+1.2% | Added |
| Independent Advisor Alliance | 69,048 | $564.1K | 0.01% | +69,048 | New |
| Janney Montgomery Scott LLC | 62,060 | $507.0K | 0.00% | −4,780−7.2% | Reduced |
| SageView Advisory Group, LLC | 60,198 | $491.8K | 0.02% | +507+0.8% | Added |
| GWM Advisors LLC | 58,312 | $476.4K | 0.00% | −2,800−4.6% | Reduced |
| Cetera Investment Advisers | 56,575 | $462.2K | 0.00% | +90+0.2% | Added |
| Garden State Investment Advisory Services LLC | 52,945 | $432.6K | 0.10% | +7,257+15.9% | Added |
| WCG Wealth Advisors LLC | 51,136 | $417.8K | 0.01% | +450+0.9% | Added |
| Winebrenner Capital Management LLC | 50,000 | $408.5K | 0.26% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 47,991 | $392.1K | 0.00% | −727−1.5% | Reduced |
| Stifel Financial Corp | 47,952 | $391.8K | 0.00% | −3,338−6.5% | Reduced |
| HighTower Advisors, LLC | 41,185 | $336.5K | 0.00% | +40.0% | Added |
| David J Yvars Group | 40,246 | $328.8K | 0.18% | −1,684−4.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 38,983 | $315.0K | 0.00% | −9,525−19.6% | Reduced |
| ELCO Management Co., LLC | 38,143 | $311.6K | 0.15% | −3,550−8.5% | Reduced |
| Arlington Capital Management, Inc. | 35,843 | $292.8K | 0.17% | +1,725+5.1% | Added |
| Baird Financial Group, Inc. | 35,101 | $286.8K | 0.00% | +2,266+6.9% | Added |
| Decision Investments, Inc | 34,443 | $281.4K | 0.32% | −460−1.3% | Reduced |
| Portfolio Strategies, Inc. | 31,956 | $261.1K | 0.03% | −10,110−24.0% | Reduced |
| Sigma Planning Corp | 31,621 | $258.3K | 0.01% | +61+0.2% | Added |
| Formidable Asset Management, LLC | 28,371 | $250.2K | 0.04% | +131+0.5% | Added |
| Stratos Wealth Advisors, LLC | 28,000 | $228.8K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 25,915 | $211.7K | 0.01% | +1,367+5.6% | Added |
| Closed-End Fund Advisors, Inc. | 25,489 | $208.2K | 0.21% | +73+0.3% | Added |
| Vestmark Advisory Solutions, Inc. | 25,000 | $204.3K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 25,000 | $204.3K | 0.00% | 00.0% | Unchanged |
| Successful Portfolios LLC | 25,102 | $201.6K | 0.11% | −2,500−9.1% | Reduced |
| WESPAC Advisors, LLC | 24,000 | $196.1K | 0.11% | 00.0% | Unchanged |
| NBC Securities, Inc. | 23,656 | $193.3K | 0.01% | +5,162+27.9% | Added |
| Harbour Wealth Management Group, Inc. | 22,856 | $186.7K | 0.14% | +66+0.3% | Added |
| Prospera Financial Services Inc | 22,683 | $185.3K | 0.00% | +6,962+44.3% | Added |
| Kovack Advisors, Inc. | 22,386 | $182.9K | 0.01% | +6,334+39.5% | Added |
| International Assets Investment Management, LLC | 22,109 | $180.6K | 0.01% | +3,500+18.8% | Added |
| Boothbay Fund Management, LLC | 21,227 | $173.4K | 0.00% | −47,228−69.0% | Reduced |
| Allworth Financial LP | 20,117 | $164.4K | 0.00% | 00.0% | Unchanged |
| GWN Securities Inc. | 19,905 | $162.6K | 0.03% | 00.0% | Unchanged |
| Rpo LLC | 19,442 | $158.8K | 0.64% | −117,468−85.8% | Reduced |
| Founders Financial Alliance, LLC | 19,122 | $156.2K | 0.03% | +765+4.2% | Added |
| Everstar Asset Management, LLC | 16,955 | $138.5K | 0.07% | −2,831−14.3% | Reduced |
| National Asset Management, Inc. | 17,455 | $138.1K | 0.01% | +5,095+41.2% | Added |
| Semus Wealth Partners LLC | 16,586 | $135.5K | 0.08% | +158+1.0% | Added |
| NWF Advisory Services Inc. | 16,300 | $133.2K | 0.02% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 16,100 | $131.5K | 0.03% | +16,100 | New |
| Primoris Wealth Advisors, LLC | 16,079 | $131.4K | 0.09% | +40.0% | Added |
| Susquehanna International Group, LLP | 15,969 | $130.5K | 0.00% | +15,969 | New |
| Summit Financial, LLC | 15,329 | $125.2K | 0.00% | +40.0% | Added |
| Flagship Harbor Advisors, LLC | 15,195 | $124.1K | 0.01% | +218+1.5% | Added |
| Wealth Effects LLC | 15,075 | $123.2K | 0.04% | −75−0.5% | Reduced |
| Ameritas Advisory Services, LLC | 14,428 | $117.9K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 14,344 | $117.2K | 0.00% | +14,344 | New |
| Principal Securities, Inc. | 13,474 | $110.1K | 0.00% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 13,296 | $108.6K | 0.07% | +26+0.2% | Added |
| Procyon Private Wealth Partners, LLC | 12,700 | $103.8K | 0.01% | +12,700 | New |
| Harbour Investments, Inc. | 12,574 | $102.7K | 0.00% | +6,000+91.3% | Added |
| MML Investors Services, LLC | 12,360 | $101.0K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 12,144 | $99.2K | 0.02% | +273+2.3% | Added |
| Marshall Financial Group LLC | 12,025 | $98.2K | 0.02% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 12,000 | $98.0K | 0.00% | +12,000 | New |
| Pensionmark Financial Group, LLC | 11,435 | $93.4K | 0.00% | +105+0.9% | Added |
| Diversified Enterprises, LLC | 11,419 | $93.3K | 0.01% | +66+0.6% | Added |
| Kestra Advisory Services, LLC | 11,131 | $90.9K | 0.00% | +129+1.2% | Added |
| Gladstone Institutional Advisory LLC | 11,090 | $90.6K | 0.00% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 11,036 | $90.2K | 0.04% | 00.0% | Unchanged |
| Kingsbury Capital Investment Advisors LLC | 10,975 | $89.7K | 0.08% | +10,975 | New |
| Jane Street Group, LLC | 10,724 | $87.6K | 0.00% | −24,798−69.8% | Reduced |
| Warren Averett Asset Management, LLC | 10,011 | $81.8K | 0.00% | −1,549−13.4% | Reduced |
| GAMMA Investing LLC | 8,000 | $65.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,296 | $51.4K | 0.00% | +2,000+46.6% | Added |
| MAI Capital Management | 6,216 | $50.8K | 0.00% | +2,877+86.2% | Added |
| Princeton Global Asset Management LLC | 5,752 | $47.0K | 0.01% | 00.0% | Unchanged |