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 |
|---|---|---|---|---|---|
| CBIZ Investment Advisory Services, LLC | 0 | $1 | 0.00% | 0 | New |
| Tower Research Capital LLC (TRC) | 7 | $57 | 0.00% | +3+75.0% | Added |
| Parallel Advisors, LLC | 230 | $1.89K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 500 | $4.08K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 560 | $4.58K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,023 | $8.36K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,254 | $9.92K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,530 | $12.5K | 0.00% | −1,500−49.5% | Reduced |
| Armstrong Advisory Group, Inc | 1,614 | $13.2K | 0.00% | +36+2.3% | Added |
| Private Trust Co NA | 2,000 | $16.3K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,000 | $16.3K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2,000 | $16.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,084 | $17.0K | 0.00% | +2,084 | New |
| Geneos Wealth Management Inc. | 2,475 | $20.2K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 2,500 | $20.4K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 2,792 | $22.8K | 0.00% | +2,792 | New |
| Blue Bell Private Wealth Management, LLC | 3,500 | $28.6K | 0.00% | +1,800+105.9% | Added |
| Creative Capital Management Investments LLC | 3,556 | $29.1K | 0.01% | −1,138−24.2% | Reduced |
| CoreCap Advisors, LLC | 5,025 | $41.1K | 0.00% | −1,735−25.7% | Reduced |
| Princeton Global Asset Management LLC | 5,752 | $47.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 6,216 | $50.8K | 0.00% | +2,877+86.2% | Added |
| Northwestern Mutual Wealth Management Co | 6,296 | $51.4K | 0.00% | +2,000+46.6% | Added |
| GAMMA Investing LLC | 8,000 | $65.4K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 10,011 | $81.8K | 0.00% | −1,549−13.4% | Reduced |
| Jane Street Group, LLC | 10,724 | $87.6K | 0.00% | −24,798−69.8% | Reduced |
| Kingsbury Capital Investment Advisors LLC | 10,975 | $89.7K | 0.08% | +10,975 | New |
| Vista Investment Partners II, LLC | 11,036 | $90.2K | 0.04% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 11,090 | $90.6K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 11,131 | $90.9K | 0.00% | +129+1.2% | Added |
| Diversified Enterprises, LLC | 11,419 | $93.3K | 0.01% | +66+0.6% | Added |
| Pensionmark Financial Group, LLC | 11,435 | $93.4K | 0.00% | +105+0.9% | Added |
| Gateway Wealth Partners, LLC | 12,000 | $98.0K | 0.00% | +12,000 | New |
| Marshall Financial Group LLC | 12,025 | $98.2K | 0.02% | 00.0% | Unchanged |
| Insight Advisors, LLC | 12,144 | $99.2K | 0.02% | +273+2.3% | Added |
| MML Investors Services, LLC | 12,360 | $101.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 12,574 | $102.7K | 0.00% | +6,000+91.3% | Added |
| Procyon Private Wealth Partners, LLC | 12,700 | $103.8K | 0.01% | +12,700 | New |
| Catalina Capital Group, LLC | 13,296 | $108.6K | 0.07% | +26+0.2% | Added |
| Principal Securities, Inc. | 13,474 | $110.1K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 14,344 | $117.2K | 0.00% | +14,344 | New |
| Ameritas Advisory Services, LLC | 14,428 | $117.9K | 0.00% | 00.0% | Unchanged |
| Wealth Effects LLC | 15,075 | $123.2K | 0.04% | −75−0.5% | Reduced |
| Flagship Harbor Advisors, LLC | 15,195 | $124.1K | 0.01% | +218+1.5% | Added |
| Summit Financial, LLC | 15,329 | $125.2K | 0.00% | +40.0% | Added |
| Susquehanna International Group, LLP | 15,969 | $130.5K | 0.00% | +15,969 | New |
| Primoris Wealth Advisors, LLC | 16,079 | $131.4K | 0.09% | +40.0% | Added |
| Strategic Financial Concepts, LLC | 16,100 | $131.5K | 0.03% | +16,100 | New |
| NWF Advisory Services Inc. | 16,300 | $133.2K | 0.02% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 16,586 | $135.5K | 0.08% | +158+1.0% | Added |
| National Asset Management, Inc. | 17,455 | $138.1K | 0.01% | +5,095+41.2% | Added |
| Everstar Asset Management, LLC | 16,955 | $138.5K | 0.07% | −2,831−14.3% | Reduced |
| Founders Financial Alliance, LLC | 19,122 | $156.2K | 0.03% | +765+4.2% | Added |
| Rpo LLC | 19,442 | $158.8K | 0.64% | −117,468−85.8% | Reduced |
| GWN Securities Inc. | 19,905 | $162.6K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 20,117 | $164.4K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 21,227 | $173.4K | 0.00% | −47,228−69.0% | Reduced |
| International Assets Investment Management, LLC | 22,109 | $180.6K | 0.01% | +3,500+18.8% | Added |
| Kovack Advisors, Inc. | 22,386 | $182.9K | 0.01% | +6,334+39.5% | Added |
| Prospera Financial Services Inc | 22,683 | $185.3K | 0.00% | +6,962+44.3% | Added |
| Harbour Wealth Management Group, Inc. | 22,856 | $186.7K | 0.14% | +66+0.3% | Added |
| NBC Securities, Inc. | 23,656 | $193.3K | 0.01% | +5,162+27.9% | Added |
| WESPAC Advisors, LLC | 24,000 | $196.1K | 0.11% | 00.0% | Unchanged |
| Successful Portfolios LLC | 25,102 | $201.6K | 0.11% | −2,500−9.1% | Reduced |
| 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 |
| Closed-End Fund Advisors, Inc. | 25,489 | $208.2K | 0.21% | +73+0.3% | Added |
| Western Wealth Management, LLC | 25,915 | $211.7K | 0.01% | +1,367+5.6% | Added |
| Stratos Wealth Advisors, LLC | 28,000 | $228.8K | 0.01% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 28,371 | $250.2K | 0.04% | +131+0.5% | Added |
| Sigma Planning Corp | 31,621 | $258.3K | 0.01% | +61+0.2% | Added |
| Portfolio Strategies, Inc. | 31,956 | $261.1K | 0.03% | −10,110−24.0% | Reduced |
| Decision Investments, Inc | 34,443 | $281.4K | 0.32% | −460−1.3% | Reduced |
| Baird Financial Group, Inc. | 35,101 | $286.8K | 0.00% | +2,266+6.9% | Added |
| Arlington Capital Management, Inc. | 35,843 | $292.8K | 0.17% | +1,725+5.1% | Added |
| ELCO Management Co., LLC | 38,143 | $311.6K | 0.15% | −3,550−8.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 38,983 | $315.0K | 0.00% | −9,525−19.6% | Reduced |
| David J Yvars Group | 40,246 | $328.8K | 0.18% | −1,684−4.0% | Reduced |
| HighTower Advisors, LLC | 41,185 | $336.5K | 0.00% | +40.0% | Added |
| Stifel Financial Corp | 47,952 | $391.8K | 0.00% | −3,338−6.5% | Reduced |
| Commonwealth Equity Services, LLC | 47,991 | $392.1K | 0.00% | −727−1.5% | Reduced |
| Winebrenner Capital Management LLC | 50,000 | $408.5K | 0.26% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 51,136 | $417.8K | 0.01% | +450+0.9% | Added |
| Garden State Investment Advisory Services LLC | 52,945 | $432.6K | 0.10% | +7,257+15.9% | Added |
| Cetera Investment Advisers | 56,575 | $462.2K | 0.00% | +90+0.2% | Added |
| GWM Advisors LLC | 58,312 | $476.4K | 0.00% | −2,800−4.6% | Reduced |
| SageView Advisory Group, LLC | 60,198 | $491.8K | 0.02% | +507+0.8% | Added |
| Janney Montgomery Scott LLC | 62,060 | $507.0K | 0.00% | −4,780−7.2% | Reduced |
| Independent Advisor Alliance | 69,048 | $564.1K | 0.01% | +69,048 | New |
| Centaurus Financial, Inc. | 74,947 | $612.0K | 0.03% | +911+1.2% | Added |
| Pointe Capital Management LLC | 84,722 | $692.2K | 0.34% | +24,567+40.8% | Added |
| Ausdal Financial Partners, Inc. | 85,360 | $697.4K | 0.03% | −1,686−1.9% | Reduced |
| Advisory Services Network, LLC | 91,996 | $751.6K | 0.01% | +6,088+7.1% | Added |
| Independent Financial Group, LLC | 92,123 | $752.6K | 0.02% | −4,010−4.2% | Reduced |
| UBS Group AG | 92,297 | $754.1K | 0.00% | −7,901−7.9% | Reduced |
| PMG Family Office LLC | 101,258 | $827.3K | 0.92% | +6,100+6.4% | Added |
| Royal Bank of Canada | 116,319 | $951.0K | 0.00% | +4,183+3.7% | Added |
| Steward Partners Investment Advisory, LLC | 120,616 | $985.4K | 0.01% | +102,588+569.0% | Added |
| First Heartland Consultants, Inc. | 125,241 | $1.02M | 0.08% | +10,743+9.4% | Added |
| Two Sigma Investments, LP | 133,176 | $1.09M | 0.00% | −359−0.3% | Reduced |
| Calamos Advisors LLC | 133,982 | $1.09M | 0.00% | +15,950+13.5% | Added |