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 |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,235,768
shares
|
$19.6 Million
0.01% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,810,277
shares
|
$15.9 Million
0.01% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,190,565
shares
|
$10.4 Million
0.02% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
1,028,897
shares
|
$9.01 Million
0.0% of portfolio
|
Q3 2025
Added 12.75%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
969,417
shares
|
$8.49 Million
0.29% of portfolio
|
Q3 2025
Added 11.0%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
904,139
shares
|
$7.92 Million
0.06% of portfolio
|
Q3 2025
Reduced 18.0%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
884,957
shares
|
$7.75 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
848,068
shares
|
$7.43 Million
0.01% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
535,865
shares
|
$4.69 Million
0.0% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
462,446
shares
|
$4.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
396,757
shares
|
$3.48 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
367,216
shares
|
$3.22 Million
0.06% of portfolio
|
Q3 2025
Added 12.9%
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
365,998
shares
|
$3.21 Million
1.17% of portfolio
|
Q3 2025
Added 20.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
283,916
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
215,199
shares
|
$1.89 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
193,243
shares
|
$1.69 Million
1.05% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
183,132
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
180,001
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
171,125
shares
|
$1.5 Million
0.04% of portfolio
|
Q3 2025
Reduced 8.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
170,340
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2025
Added 11.71%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
134,156
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Added 130.32%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
123,890
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
Added 164.2%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
121,334
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
Added 14.01%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
115,437
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2025
Added 20.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
107,123
shares
|
$938,397
0.0% of portfolio
|
Q2 2025
Added 4.08%
|
|