SageView Advisory Group, LLC

Position in ETJ — Eaton Vance Risk-Managed Diversified Equity Income Fund

CIK 1914558 NEWPORT BEACH, CA

Position in ETJ

as of Dec 31, 2025 · filed Feb 17, 2026 Compact

Position Value

$526,474

+$5,046 QoQ

Shares Held

59,691

+2.9% QoQ

Ownership

0.089%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Dec 31, 2025

SageView Advisory Group, LLC holds $9,796,029 across 83 Asset Management names. ETJ ranks #4 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPRE	Bluerock Private Real Estate Fund	116,506	$1,747,590
2	BLK	BlackRock, Inc.	1,463	$1,565,907
3	BX	Blackstone Inc.	4,117	$634,594
4	ETJ	Eaton Vance Risk-Managed Diversified Equity Income Fund This page	59,691	$526,474
5	MSIF	Msc Income Fund, Inc.	39,287	$516,231
6	AMP	Ameriprise Financial Inc	1,023	$501,617
7	STT	State Street Corp	3,648	$470,628
8	APO	Apollo Global Management, Inc.	2,256	$326,578

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$526,474	59,691	+2.9%	Shares	Sole	2026-02-17
2025-09-30	$521,428	58,001	0.0%	Shares	Sole	2025-11-13
2025-06-30	$524,329	58,001	+53.6%	Shares	Sole	2025-08-13
2025-03-31	$319,390	37,753	+12.0%	Shares	Sole	2025-05-19
2024-12-31	$313,774	33,703	+0.3%	Shares	Sole	2025-02-13
2024-09-30	$309,502	33,605	0.0%	Shares	Sole	2024-11-14
2024-06-30	$295,051	33,605	+11.8%	Shares	Sole	2024-08-15
2024-03-31	$250,942	30,053	0.0%	Shares	Sole	2024-05-09
2023-12-31	$235,615	30,053	-4.6%	Shares	Sole	2024-03-06
2023-09-30	$241,858	31,492	+73.2%	Shares	Sole	2023-11-03
2023-06-30	$149,423	18,178	—	Shares	Sole	2023-08-11
No filing history on record for this holder in this stock.