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, Q2 2026
Institutional positions in Eaton Vance Risk-Managed Diversified Equity Income Fund as of Jun 30, 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
- 122
- +4 vs. Q1 2026
- Shares held
- 14.4M
- +299.3K (+2.1%) vs. Q1 2026
- Total value
- $119.4M
- +$3.90M (+3.4%) vs. Q1 2026
- New holders
- 12
- 47 more added
- Sold out
- 8
- 28 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Eaton Vance Risk-Managed Diversified Equity Income Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CBIZ Investment Advisory Services, LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Tower Research Capital LLC (TRC) | 7 | $58 | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 10 | $83 | 0.00% | +10 | New |
| Parallel Advisors, LLC | 230 | $1.91K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 500 | $4.13K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 560 | $4.63K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 697 | $5.76K | 0.01% | +697 | New |
| TD Capital Management LLC | 1,023 | $8.46K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,254 | $10.4K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,652 | $13.7K | 0.00% | +38+2.4% | Added |
| Larson Financial Group LLC | 1,750 | $14.5K | 0.00% | +1,750 | New |
| Private Trust Co NA | 2,000 | $16.5K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,000 | $16.5K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2,000 | $16.5K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 2,005 | $16.6K | 0.00% | +2,005 | New |
| Fifth Third Bancorp | 2,084 | $17.2K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,159 | $17.9K | 0.00% | +629+41.1% | Added |
| Geneos Wealth Management Inc. | 2,475 | $20.5K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 2,500 | $20.7K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 2,792 | $23.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,050 | $25.2K | 0.00% | +3,050 | New |
| Creative Capital Management Investments LLC | 3,556 | $29.4K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 3,750 | $31.0K | 0.00% | +250+7.1% | Added |
| Princeton Global Asset Management LLC | 5,752 | $47.6K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 7,025 | $58.1K | 0.00% | +2,000+39.8% | Added |
| Northwestern Mutual Wealth Management Co | 7,053 | $58.3K | 0.00% | +757+12.0% | Added |
| GAMMA Investing LLC | 8,000 | $66.2K | 0.00% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 11,036 | $91.3K | 0.04% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 11,090 | $91.7K | 0.00% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 11,170 | $92.4K | 0.02% | +11,170 | New |
| Kingsbury Capital Investment Advisors LLC | 11,230 | $92.9K | 0.08% | +255+2.3% | Added |
| KMT Wealth Management, LLC | 11,230 | $92.9K | 0.08% | +11,230 | New |
| Kestra Advisory Services, LLC | 11,252 | $93.1K | 0.00% | +121+1.1% | Added |
| Diversified Enterprises, LLC | 11,363 | $94.0K | 0.00% | −56−0.5% | Reduced |
| Pensionmark Financial Group, LLC | 11,435 | $94.1K | 0.00% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 12,025 | $99.4K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 12,360 | $102.2K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 12,426 | $102.8K | 0.02% | +282+2.3% | Added |
| Procyon Private Wealth Partners, LLC | 12,700 | $105.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 13,474 | $111.4K | 0.00% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 13,497 | $111.6K | 0.05% | −3,089−18.6% | Reduced |
| JPMorgan Chase & Co | 13,818 | $114.0K | 0.00% | +13,818 | New |
| Envestnet Asset Management Inc | 14,455 | $119.5K | 0.00% | +14,455 | New |
| Flagship Harbor Advisors, LLC | 14,631 | $121.0K | 0.00% | −564−3.7% | Reduced |
| Summit Financial, LLC | 14,941 | $123.6K | 0.00% | −388−2.5% | Reduced |
| GWN Securities Inc. | 15,655 | $129.5K | 0.02% | −4,250−21.4% | Reduced |
| Primoris Wealth Advisors, LLC | 16,083 | $133.0K | 0.06% | +40.0% | Added |
| NWF Advisory Services Inc. | 16,300 | $134.8K | 0.01% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 16,600 | $137.3K | 0.04% | +500+3.1% | Added |
| Ameritas Advisory Services, LLC | 16,878 | $139.6K | 0.00% | +2,450+17.0% | Added |
| Everstar Asset Management, LLC | 16,955 | $140.2K | 0.07% | 00.0% | Unchanged |
| Wealth Effects LLC | 17,796 | $147.2K | 0.04% | +2,721+18.0% | Added |
| XTX Topco Ltd | 18,135 | $150.0K | 0.00% | +3,791+26.4% | Added |
| Founders Financial Alliance, LLC | 19,153 | $158.4K | 0.02% | +31+0.2% | Added |
| National Asset Management, Inc. | 19,743 | $162.9K | 0.01% | +2,288+13.1% | Added |
| Allworth Financial LP | 20,117 | $166.4K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 21,372 | $176.7K | 0.00% | +21,372 | New |
| Prospera Financial Services Inc | 22,683 | $187.6K | 0.00% | 00.0% | Unchanged |
| Harbour Wealth Management Group, Inc. | 23,212 | $192.0K | 0.13% | +356+1.6% | Added |
| Closed-End Fund Advisors, Inc. | 23,364 | $193.2K | 0.19% | −2,125−8.3% | Reduced |
| Kovack Advisors, Inc. | 23,450 | $196.1K | 0.01% | +1,064+4.8% | Added |
| WESPAC Advisors, LLC | 24,000 | $198.5K | 0.10% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 24,249 | $200.5K | 0.00% | +11,675+92.9% | Added |
| International Assets Investment Management, LLC | 24,109 | $202.0K | 0.01% | +2,000+9.0% | Added |
| Vestmark Advisory Solutions, Inc. | 25,000 | $206.8K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 25,000 | $206.8K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 25,346 | $209.6K | 0.00% | +25,346 | New |
| Western Wealth Management, LLC | 25,619 | $211.9K | 0.01% | −296−1.1% | Reduced |
| Successful Portfolios LLC | 25,102 | $213.0K | 0.10% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 28,000 | $231.6K | 0.01% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 28,583 | $233.5K | 0.04% | +212+0.7% | Added |
| Boothbay Fund Management, LLC | 28,310 | $234.1K | 0.00% | +7,083+33.4% | Added |
| Truist Financial Corp | 28,436 | $235.2K | 0.00% | +28,436 | New |
| Winebrenner Capital Management LLC | 30,000 | $248.1K | 0.15% | −20,000−40.0% | Reduced |
| Portfolio Strategies, Inc. | 30,921 | $255.7K | 0.03% | −1,035−3.2% | Reduced |
| Sigma Planning Corp | 31,054 | $256.8K | 0.01% | −567−1.8% | Reduced |
| Decision Investments, Inc | 34,307 | $283.7K | 0.26% | −136−0.4% | Reduced |
| Baird Financial Group, Inc. | 36,296 | $300.2K | 0.00% | +1,195+3.4% | Added |
| David J Yvars Group | 37,882 | $313.3K | 0.15% | −2,364−5.9% | Reduced |
| NBC Securities, Inc. | 38,327 | $317.0K | 0.02% | +14,671+62.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 39,547 | $336.1K | 0.00% | +564+1.4% | Added |
| HighTower Advisors, LLC | 41,189 | $340.6K | 0.00% | +40.0% | Added |
| Rpo LLC | 41,442 | $342.7K | 1.41% | +22,000+113.2% | Added |
| Commonwealth Equity Services, LLC | 50,047 | $413.9K | 0.00% | +2,056+4.3% | Added |
| GWM Advisors LLC | 50,876 | $420.7K | 0.00% | −7,436−12.8% | Reduced |
| WCG Wealth Advisors LLC | 51,136 | $422.9K | 0.01% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 51,645 | $427.1K | 0.08% | −1,300−2.5% | Reduced |
| Stifel Financial Corp | 53,340 | $441.1K | 0.00% | +5,388+11.2% | Added |
| Cetera Investment Advisers | 61,042 | $504.8K | 0.00% | +4,467+7.9% | Added |
| Janney Montgomery Scott LLC | 66,304 | $548.0K | 0.00% | +4,244+6.8% | Added |
| SageView Advisory Group, LLC | 68,824 | $569.2K | 0.02% | +8,626+14.3% | Added |
| Centaurus Financial, Inc. | 74,527 | $616.0K | 0.02% | −420−0.6% | Reduced |
| Pointe Capital Management LLC | 77,964 | $644.8K | 0.29% | −6,758−8.0% | Reduced |
| Ausdal Financial Partners, Inc. | 80,800 | $668.2K | 0.03% | −4,560−5.3% | Reduced |
| Independent Financial Group, LLC | 81,025 | $670.1K | 0.01% | −11,098−12.0% | Reduced |
| UBS Group AG | 94,020 | $777.5K | 0.00% | +1,723+1.9% | Added |
| Calamos Advisors LLC | 98,648 | $815.8K | 0.00% | −35,334−26.4% | Reduced |
| PMG Family Office LLC | 108,555 | $897.8K | 0.83% | +7,297+7.2% | Added |
| Creative Planning | 118,544 | $980.4K | 0.00% | −31,935−21.2% | Reduced |
| Royal Bank of Canada | 119,235 | $986.0K | 0.00% | +2,916+2.5% | Added |