Institutional Ownership Eaton Vance Risk Managed Diversified Equity Income Fund (ETJ)
This table provides information about the institutional ownership of Eaton Vance Risk Managed Diversified Equity Income Fund (ETJ). We have compiled data on the 125 institutions that hold shares in the stock, with a total of 16.3 Million shares, which have been reported (via 13F filing form) to have a value of $143 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
31,796
shares
|
$278,532
0.01% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
30,000
shares
|
$262,800
0.01% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
29,302
shares
|
$256,685
0.04% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
25,102
shares
|
$219,893
0.13% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
25,000
shares
|
$219,000
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
24,179
shares
|
$211,808
0.0% of portfolio
|
Q3 2025
Added 41.2%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
23,792
shares
|
$208,417
0.02% of portfolio
|
Q3 2025
Reduced 30.22%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
23,245
shares
|
$203,626
0.0% of portfolio
|
Q3 2025
Added 31.51%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
21,737
shares
|
$190,416
0.0% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
20,117
shares
|
$176,224
0.02% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
19,905
shares
|
$174,367
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
18,584
shares
|
$162,795
0.09% of portfolio
|
Q3 2025
Reduced 33.95%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
18,156
shares
|
$159,046
0.01% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
17,809
shares
|
$156,006
0.0% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
17,170
shares
|
$150,409
0.0% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
16,955
shares
|
$148,525
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
16,374
shares
|
$143,436
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
16,352
shares
|
$143,243
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
16,300
shares
|
$142,788
0.02% of portfolio
|
Q4 2023
Reduced 1.29%
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
16,170
shares
|
$141,649
0.03% of portfolio
|
Q3 2023
Reduced 30.72%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
16,100
shares
|
$141,036
0.02% of portfolio
|
Q1 2025
Reduced 38.31%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
16,071
shares
|
$140,781
0.1% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
15,942
shares
|
$139,651
0.03% of portfolio
|
Q4 2022
Reduced 2.29%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
15,609
shares
|
$136,734
0.01% of portfolio
|
Q2 2025
Added 14.7%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
15,450
shares
|
$135,342
0.05% of portfolio
|
Q2 2025
Reduced 15.33%
|
|