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ETJ · Eaton Vance Risk-Managed Diversified Equity Income Fund · Holdings

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$8.13 +0.01 (+0.12%) At close · Oct 8
Rebalance outlook locked
Market Cap
$544.47M
Shares
67.30M
Volume · Oct 8 273K Avg daily vol (3M) 132.38K

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.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
The Sep 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. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 121
Total Value: $119,312,468
Total Shares: 14,429,680
Showing 1–100 of 121 holdings by value · page 1 of 2

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 122 13F filers
Top Holder
16.2%
Sep 2023 → Jun 2026 · range 8.5% – 16.2%
of institutional value
Top 5
54.5%
Sep 2023 → Jun 2026 · range 38.8% – 54.5%
of institutional value
Top 10
69.0%
Sep 2023 → Jun 2026 · range 62.0% – 72.1%
of institutional value
HHI
732
Sep 2023 → Jun 2026 · range 494 – 732
Broadly held
Showing 100 of 121
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
LPL Financial LLC $19,295,836 16.17% 2,333,233
RAYMOND JAMES FINANCIAL INC $16,477,857 13.81% 1,992,486
GUGGENHEIM CAPITAL LLC $11,583,564 9.71% 1,400,673
OSAIC HOLDINGS, INC. $10,426,145 8.74% 1,260,719
Invesco Ltd. $7,257,775 6.08% 877,603
MORGAN STANLEY $6,108,751 5.12% 738,664
Advisors Asset Management, Inc. $3,984,477 3.34% 481,799
AMERIPRISE FINANCIAL INC $3,677,702 3.08% 444,704
COHEN & STEERS, INC. $1,830,812 1.53% 221,380
Shaker Financial Services, LLC $1,711,079 1.43% 206,902
Cambridge Investment Research Advisors, Inc. $1,685,963 1.41% 203,865
Focus Partners Wealth $1,586,491 1.33% 191,837
Financial Alternatives, Inc $1,489,592 1.25% 180,120
WELLS FARGO & COMPANY/MN $1,457,776 1.22% 176,273
BANK OF AMERICA CORP /DE/ $1,326,202 1.11% 160,363
&PARTNERS $1,292,609 1.08% 156,301
Private Advisor Group, LLC $1,245,065 1.04% 150,552
IHT Wealth Management, LLC $1,227,995 1.03% 148,488
Steward Partners Investment Advisory, LLC $1,200,117 1.01% 145,117
TWO SIGMA INVESTMENTS, LP $1,101,365 0.92% 133,176
First Heartland Consultants, Inc. $1,062,508 0.89% 130,050
Advisory Services Network, LLC $1,006,830 0.84% 121,745
ROYAL BANK OF CANADA $986,073 0.83% 119,235
Creative Planning $980,358 0.82% 118,544
PMG Family Office LLC $897,749 0.75% 108,555
Calamos Advisors LLC $815,818 0.68% 98,648
UBS Group AG $777,545 0.65% 94,020
INDEPENDENT FINANCIAL GROUP, LLC $670,076 0.56% 81,025
Ausdal Financial Partners, Inc. $668,216 0.56% 80,800
Pointe Capital Management LLC $644,762 0.54% 77,964
CENTAURUS FINANCIAL, INC. $616,338 0.52% 74,527
SageView Advisory Group, LLC $569,174 0.48% 68,824
Janney Montgomery Scott LLC $548,334 0.46% 66,304
Cetera Investment Advisers $504,817 0.42% 61,042
STIFEL FINANCIAL CORP $441,121 0.37% 53,340
Garden State Investment Advisory Services LLC $427,104 0.36% 51,645
WCG Wealth Advisors LLC $422,894 0.35% 51,136
NewEdge Advisors, LLC $420,744 0.35% 50,876
COMMONWEALTH EQUITY SERVICES, LLC $413,888 0.35% 50,047
RPO LLC $342,725 0.29% 41,442
HighTower Advisors, LLC $340,633 0.29% 41,189
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $327,053 0.27% 39,547
NBC SECURITIES, INC. $316,964 0.27% 38,327
David J Yvars Group $313,284 0.26% 37,882
Baird Financial Group, Inc. $300,167 0.25% 36,296
DECISION INVESTMENTS, INC $280,288 0.23% 34,307
Sigma Planning Corp $256,816 0.22% 31,054
Portfolio Strategies, Inc. $255,716 0.21% 30,921
WINEBRENNER CAPITAL MANAGEMENT LLC $245,100 0.21% 30,000
Formidable Asset Management, LLC $236,381 0.20% 28,583
TRUIST FINANCIAL CORP $235,165 0.20% 28,436
BOOTHBAY FUND MANAGEMENT, LLC $234,123 0.20% 28,310
Stratos Wealth Advisors, LLC $231,560 0.19% 28,000
Western Wealth Management, LLC $211,869 0.18% 25,619
MGO ONE SEVEN LLC $209,611 0.18% 25,346
Successful Portfolios LLC $207,593 0.17% 25,102
Vestmark Advisory Solutions, Inc. $206,750 0.17% 25,000
ELEVATION POINT WEALTH PARTNERS, LLC $206,750 0.17% 25,000
HARBOUR INVESTMENTS, INC. $200,539 0.17% 24,249
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $199,381 0.17% 24,109
WESPAC Advisors, LLC $198,480 0.17% 24,000
Kovack Advisors, Inc. $193,931 0.16% 23,450
Closed-End Fund Advisors, Inc. $193,220 0.16% 23,364
Harbour Wealth Management Group, Inc. $191,963 0.16% 23,212
Prospera Financial Services Inc $187,588 0.16% 22,683
CITADEL ADVISORS LLC $176,746 0.15% 21,372
Allworth Financial LP $166,367 0.14% 20,117
B. Riley Wealth Advisors, Inc. $163,274 0.14% 19,743
Founders Financial Alliance, LLC $158,395 0.13% 19,153
XTX Topco Ltd $149,976 0.13% 18,135
WEALTH EFFECTS LLC $147,172 0.12% 17,796
Everstar Asset Management, LLC $140,217 0.12% 16,955
Ameritas Advisory Services, LLC $139,581 0.12% 16,878
Strategic Financial Concepts, LLC $137,282 0.12% 16,600
NWF Advisory Services Inc. $134,801 0.11% 16,300
PRIMORIS WEALTH ADVISORS, LLC $133,006 0.11% 16,083
GWN SECURITIES INC. $129,466 0.11% 15,655
Summit Financial, LLC $123,562 0.10% 14,941
FLAGSHIP HARBOR ADVISORS, LLC $120,998 0.10% 14,631
ENVESTNET ASSET MANAGEMENT INC $119,542 0.10% 14,455
JPMORGAN CHASE & CO $114,274 0.10% 13,818
Semus Wealth Partners LLC $111,620 0.09% 13,497
PRINCIPAL SECURITIES, INC. $111,429 0.09% 13,474
Procyon Advisors, LLC $105,029 0.09% 12,700
Insight Advisors, LLC/ PA $102,763 0.09% 12,426
MML INVESTORS SERVICES, LLC $102,217 0.09% 12,360
Marshall Financial Group, LLC $99,446 0.08% 12,025
World Investment Advisors $94,567 0.08% 11,435
Diversified Enterprises, LLC $93,972 0.08% 11,363
Kestra Advisory Services, LLC $93,054 0.08% 11,252
Kingsbury Capital Investment Advisors LLC $92,872 0.08% 11,230
KMT WEALTH MANAGEMENT, LLC $92,872 0.08% 11,230
Liberty Capital Management, Inc. $92,375 0.08% 11,170
Gladstone Institutional Advisory LLC $91,714 0.08% 11,090
VISTA INVESTMENT PARTNERS II, LLC $91,267 0.08% 11,036
GAMMA Investing LLC $65,360 0.05% 8,000
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $58,328 0.05% 7,053
CoreCap Advisors, LLC $54,126 0.05% 6,625
Princeton Global Asset Management LLC $47,569 0.04% 5,752
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $31,012 0.03% 3,750
Key facts CIK 1395325 CUSIP 27829G106 13F (30d) 7 filings 7 filers Visit website