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ETJ

Eaton Vance Risk-Managed Diversified Equity Income Fund
$8.37 -0.01 (-0.12%) At close · Jul 2
Market Cap
$563.32M
Shares
67,301,787

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 117
Total Value: $114,990,872
Total Shares: 14,074,746
Showing 1–100 of 117 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 117 13F filers
Top Holder
15.9%
Jun 2023 → Mar 2026 · range 8.4% – 15.9%
of institutional value
Top 5
53.2%
Jun 2023 → Mar 2026 · range 38.4% – 53.2%
of institutional value
Top 10
68.3%
Jun 2023 → Mar 2026 · range 61.5% – 71.9%
of institutional value
HHI
706
Jun 2023 → Mar 2026 · range 486 – 706
Broadly held
Showing 100 of 117
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega LPL Financial LLC $18,286,543 15.90% 2,238,255
Mega RAYMOND JAMES FINANCIAL INC $15,818,671 13.76% 1,936,190
Large OSAIC HOLDINGS, INC. $9,891,615 8.60% 1,210,724
Large GUGGENHEIM CAPITAL LLC $9,380,246 8.16% 1,148,133
Mega Invesco Ltd. $7,813,043 6.79% 956,309
Mega MORGAN STANLEY $5,929,377 5.16% 725,750
Mid Advisors Asset Management, Inc. $3,967,441 3.45% 485,611
Mega AMERIPRISE FINANCIAL INC $3,495,313 3.04% 427,823
Small Shaker Financial Services, LLC $2,021,421 1.76% 247,420
Large COHEN & STEERS, INC. $1,972,074 1.71% 241,380
Large Focus Partners Wealth $1,843,903 1.60% 225,692
Large Cambridge Investment Research Advisors, Inc. $1,559,979 1.36% 190,940
Micro Financial Alternatives, Inc $1,541,393 1.34% 188,665
Mega WELLS FARGO & COMPANY/MN $1,446,645 1.26% 177,068
Mega BANK OF AMERICA CORP /DE/ Bank $1,306,824 1.14% 159,954
Mid IHT Wealth Management, LLC $1,274,560 1.11% 156,005
Large Creative Planning $1,229,413 1.07% 150,479
Large &PARTNERS $1,219,666 1.06% 149,286
Mid Private Advisor Group, LLC $1,102,598 0.96% 134,957
Large Calamos Advisors LLC $1,094,632 0.95% 133,982
Mega TWO SIGMA INVESTMENTS, LP $1,088,047 0.95% 133,176
Small First Heartland Consultants, Inc. $1,023,218 0.89% 125,241
Large Steward Partners Investment Advisory, LLC $985,432 0.86% 120,616
Mega ROYAL BANK OF CANADA Bank $950,325 0.83% 116,319
Micro PMG Family Office LLC Family Office $827,277 0.72% 101,258
Mega UBS Group AG $754,066 0.66% 92,297
Mid INDEPENDENT FINANCIAL GROUP, LLC $752,644 0.65% 92,123
Mid Advisory Services Network, LLC $751,606 0.65% 91,996
Small Ausdal Financial Partners, Inc. $697,391 0.61% 85,360
Micro Pointe Capital Management LLC $692,178 0.60% 84,722
Small CENTAURUS FINANCIAL, INC. $612,316 0.53% 74,947
Mid Independent Advisor Alliance $564,122 0.49% 69,048
Large Janney Montgomery Scott LLC $507,030 0.44% 62,060
Large NewEdge Advisors, LLC $476,409 0.41% 58,312
Large Cetera Investment Advisers $462,217 0.40% 56,575
Small Garden State Investment Advisory Services LLC $432,560 0.38% 52,945
Mid WCG Wealth Advisors LLC $417,781 0.36% 51,136
Micro WINEBRENNER CAPITAL MANAGEMENT LLC $408,500 0.36% 50,000
Large COMMONWEALTH EQUITY SERVICES, LLC $392,086 0.34% 47,991
Large STIFEL FINANCIAL CORP $391,767 0.34% 47,952
Large HighTower Advisors, LLC $336,481 0.29% 41,185
Micro David J Yvars Group $328,809 0.29% 40,246
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $318,491 0.28% 38,983
Small ELCO Management Co., LLC $311,628 0.27% 38,143
Micro Arlington Capital Management, Inc. $292,837 0.25% 35,843
Large Baird Financial Group, Inc. $286,775 0.25% 35,101
Micro DECISION INVESTMENTS, INC $281,399 0.24% 34,443
Micro Portfolio Strategies, Inc. $261,080 0.23% 31,956
Mid Sigma Planning Corp $258,343 0.22% 31,621
Small Formidable Asset Management, LLC $231,791 0.20% 28,371
Small Stratos Wealth Advisors, LLC $228,760 0.20% 28,000
Mid Western Wealth Management, LLC $211,725 0.18% 25,915
Micro Closed-End Fund Advisors, Inc. $208,245 0.18% 25,489
Micro Successful Portfolios LLC $205,083 0.18% 25,102
Mid ELEVATION POINT WEALTH PARTNERS, LLC $204,250 0.18% 25,000
Mid Vestmark Advisory Solutions, Inc. $204,250 0.18% 25,000
Micro WESPAC Advisors, LLC $196,080 0.17% 24,000
Small NBC SECURITIES, INC. Broker-Dealer $193,269 0.17% 23,656
Micro Harbour Wealth Management Group, Inc. $186,733 0.16% 22,856
Mid Prospera Financial Services Inc $185,320 0.16% 22,683
Mid Kovack Advisors, Inc. $182,893 0.16% 22,386
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $180,630 0.16% 22,109
Mid BOOTHBAY FUND MANAGEMENT, LLC $173,424 0.15% 21,227
Mid Allworth Financial LP $164,355 0.14% 20,117
Small GWN SECURITIES INC. Broker-Dealer $162,623 0.14% 19,905
Micro RPO LLC $158,841 0.14% 19,442
Small Founders Financial Alliance, LLC $156,226 0.14% 19,122
Mid B. Riley Wealth Advisors, Inc. $142,607 0.12% 17,455
Micro Everstar Asset Management, LLC $138,522 0.12% 16,955
Small Semus Wealth Partners LLC $135,507 0.12% 16,586
Small NWF Advisory Services Inc. $133,171 0.12% 16,300
Micro Strategic Financial Concepts, LLC $131,537 0.11% 16,100
Micro PRIMORIS WEALTH ADVISORS, LLC $131,365 0.11% 16,079
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $130,466 0.11% 15,969
Mid Summit Financial, LLC $125,237 0.11% 15,329
Small FLAGSHIP HARBOR ADVISORS, LLC $124,143 0.11% 15,195
Small WEALTH EFFECTS LLC $123,162 0.11% 15,075
Small Ameritas Advisory Services, LLC $117,876 0.10% 14,428
Mid XTX Topco Ltd $117,190 0.10% 14,344
Mid PRINCIPAL SECURITIES, INC. Broker-Dealer $110,082 0.10% 13,474
Micro Catalina Capital Group, LLC $108,628 0.09% 13,296
Mid Procyon Advisors, LLC $103,759 0.09% 12,700
Mid HARBOUR INVESTMENTS, INC. $102,729 0.09% 12,574
Large MML INVESTORS SERVICES, LLC $100,981 0.09% 12,360
Small Insight Advisors, LLC/ PA $99,216 0.09% 12,144
Small Marshall Financial Group, LLC $98,244 0.09% 12,025
Small Gateway Wealth Partners, LLC $98,040 0.09% 12,000
Mid World Investment Advisors $93,423 0.08% 11,435
Small Diversified Enterprises, LLC $93,293 0.08% 11,419
Large Kestra Advisory Services, LLC $90,940 0.08% 11,131
Mid Gladstone Institutional Advisory LLC $90,605 0.08% 11,090
Small VISTA INVESTMENT PARTNERS II, LLC $90,164 0.08% 11,036
Mega JANE STREET GROUP, LLC $87,615 0.08% 10,724
Mid Waverly Advisors, LLC $81,789 0.07% 10,011
Mid GAMMA Investing LLC $65,360 0.06% 8,000
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $51,438 0.04% 6,296
Mid MAI Capital Management $50,784 0.04% 6,216
Small Princeton Global Asset Management LLC $46,993 0.04% 5,752
Small CoreCap Advisors, LLC $41,054 0.04% 5,025
Micro Creative Capital Management Investments LLC $29,052 0.03% 3,556
Key facts CIK 1395325 CUSIP 27829G106 13F (30d) 4 filings 2 filers

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