ETJ · Eaton Vance Risk-Managed Diversified Equity Income Fund · Shareholders & Ownership
Market Cap
$523.61M
Shares
67.30M
Volume · Nov 12
132.02K
Avg daily vol (3M)
150.96K
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Every disclosed holder of ETJ in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns ETJ
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 14,307,739 | — |
| Insiders (Forms 3, 4, 5) | 0 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 1,063,945 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of ETJ
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Sep 30, 2026
|
2,416,963 | ||
| 2 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Sep 30, 2026
|
2,222,096 | ||
| 3 |
GUGGENHEIM CAPITAL LLC
13F
CIK 1283072 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,400,673 | ||
| 3.1 |
Multi-Hedge Strategies Fund
Fund
S000003747 · Registered fund · Jun 30, 2026
Rydex Variable Trust, not summed
|
604 | ||
| 3.2 |
Guggenheim Multi-Hedge Strategies Fund
Fund
S000003763 · Registered fund · Jun 30, 2026
Rydex Series Funds, not summed
|
214 | ||
| 4 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Sep 30, 2026
|
1,186,330 | ||
| 5 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Sep 30, 2026
|
821,187 | ||
| 5.1 |
Invesco CEF Income Composite ETF
Fund
S000027370 · Registered fund · Aug 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
|
817,590 | ||
| 6 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
738,664 | ||
| 7 |
Advisors Asset Management, Inc.
13F
CIK 1297376 · Registered investment adviser · Sep 30, 2026
|
478,785 | ||
| 8 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
444,704 | ||
| 9 |
Cohen & Steers Closed-End Opportunity Fund, Inc.
Fund
· Registered fund · Jun 30, 2026
Cohen & Steers Closed-End Opportunity Fund, Inc., not summed
|
221,380 | ||
| 10 |
COHEN & STEERS, INC.
13F
CIK 1284812 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
221,380 | ||
| 11 |
Cambridge Investment Research Advisors, Inc.
13F
CIK 1419186 · Unknown · Sep 30, 2026
|
203,453 | ||
| 12 |
Focus Partners Wealth
13F
CIK 1542153 · Registered investment adviser · Sep 30, 2026
|
190,184 | ||
| 13 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
176,273 | ||
| 14 |
Financial Alternatives, Inc
13F
CIK 1967227 · Registered investment adviser · Sep 30, 2026
|
163,558 | ||
| 15 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
160,363 | ||
| 16 |
|
156,301 | ||
| 17 |
IHT Wealth Management, LLC
13F
CIK 1697490 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
148,488 | ||
| 18 |
Steward Partners Investment Advisory, LLC
13F
CIK 1723397 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
145,117 | ||
| 19 |
Private Advisor Group, LLC
13F
CIK 1567755 · Registered investment adviser · Sep 30, 2026
|
134,364 | ||
| 20 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
133,176 | ||
| 21 |
First Heartland Consultants, Inc.
13F
CIK 1428793 · Registered investment adviser · Sep 30, 2026
|
130,050 | ||
| 22 |
Advisory Services Network, LLC
13F
CIK 1573876 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
121,745 | ||
| 23 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
119,235 | ||
| 24 |
Shaker Financial Services, LLC
13F
CIK 1511794 · Registered investment adviser · Sep 30, 2026
|
117,721 | ||
| 25 |
PMG Family Office LLC
13F
CIK 2102299 · Registered investment adviser · Sep 30, 2026
|
110,165 | ||
| 26 |
Creative Planning
13F
CIK 1540235 · Registered investment adviser · Sep 30, 2026
|
91,014 | ||
| 27 |
UBS Group AG
13F
CIK 1610520 · Bank · Sep 30, 2026
|
90,811 | ||
| 28 |
Ausdal Financial Partners, Inc.
13F
CIK 1667146 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
80,800 | ||
| 29 |
Pointe Capital Management LLC
13F
CIK 1640335 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
77,964 | ||
| 30 |
CENTAURUS FINANCIAL, INC.
13F
CIK 891943 · Registered investment adviser · Sep 30, 2026
|
76,535 | ||
| 31 |
SageView Advisory Group, LLC
13F
CIK 1914558 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
68,824 | ||
| 32 |
Janney Montgomery Scott LLC
13F
CIK 1329948 · Investment adviser · Sep 30, 2026
|
65,612 | ||
| 33 |
Cetera Investment Advisers
13F
CIK 1666741 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
61,042 | ||
| 34 |
INDEPENDENT FINANCIAL GROUP, LLC
13F
CIK 275484 · Registered investment adviser · Sep 30, 2026
|
53,913 | ||
| 35 |
COMMONWEALTH EQUITY SERVICES, LLC
13F
CIK 312272 · Registered investment adviser · Sep 30, 2026
|
53,466 | ||
| 36 |
STIFEL FINANCIAL CORP
13F
CIK 720672 · Unknown · Sep 30, 2026
|
52,340 | ||
| 37 |
Garden State Investment Advisory Services LLC
13F
CIK 1965351 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
51,645 | ||
| 38 |
WCG Wealth Advisors LLC
13F
CIK 1855713 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
51,136 | ||
| 39 |
NewEdge Advisors, LLC
13F
CIK 1633516 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
50,876 | ||
| 40 |
NBC SECURITIES, INC.
13F
CIK 791540 · Registered investment adviser · Sep 30, 2026
|
41,513 | ||
| 41 |
HighTower Advisors, LLC
13F
CIK 1462245 · Registered investment adviser · Sep 30, 2026
|
41,194 | ||
| 42 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
13F
CIK 1632972 · Unknown · Sep 30, 2026
|
41,064 | ||
| 43 |
David J Yvars Group
13F
CIK 1836266 · Registered investment adviser · Sep 30, 2026
|
38,262 | ||
| 44 |
Baird Financial Group, Inc.
13F
CIK 1648711 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
36,296 | ||
| 45 |
DECISION INVESTMENTS, INC
13F
CIK 2111652 · Registered investment adviser · Sep 30, 2026
|
34,307 | ||
| 46 |
Sigma Planning Corp
13F
CIK 1449126 · Registered investment adviser · Sep 30, 2026
|
31,174 | ||
| 47 |
WINEBRENNER CAPITAL MANAGEMENT LLC
13F
CIK 2047728 · Registered investment adviser · Sep 30, 2026
|
30,000 | ||
| 48 |
RPO LLC
13F
CIK 1885066 · Registered investment adviser · Sep 30, 2026
|
29,964 | ||
| 49 |
Portfolio Strategies, Inc.
13F
CIK 1753271 · Registered investment adviser · Sep 30, 2026
|
29,496 | ||
| 50 |
Formidable Asset Management, LLC
13F
CIK 1592613 · Registered investment adviser · Sep 30, 2026
|
28,809 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 121 holders
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