Eaton Vance Risk-Managed Diversified Equity Income Fund - ETJ
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 25 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 2,232,032 | 19,686 | 0.01% | 0.01% | 1 | -3,736 | -0.17% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,902,639 | 16,781 | 0.01% | 0.01% | 2 | +92,362 | 5.1% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,229,160 | 10,841 | 0.02% | 0.01% | 3 | +38,595 | 3.24% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 1,088,860 | 9,603 | 0.07% | 0.06% | 4 | +184,721 | 20.43% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 993,330 | 8,761 | 0.0% | 0.0% | 5 | -35,567 | -3.46% | Q4 2025 | Feb 19, 2026 |
| Cornerstone Advisors, LLC | History | Reduced | 762,333 | 6,723 | 0.22% | 0.29% | 6 | -207,084 | -21.36% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 693,493 | 6,116 | 0.0% | 0.0% | 7 | -191,464 | -21.64% | Q4 2025 | Feb 13, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 438,453 | 3,867 | 0.06% | 0.06% | 8 | +71,237 | 19.4% | Q4 2025 | Feb 12, 2026 |
| Shaker Financial Services, LLC | History | Added to | 414,103 | 3,652 | 1.16% | 1.13% | 9 | +48,105 | 13.14% | Q4 2025 | Jan 26, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 408,309 | 3,601 | 0.0% | 0.0% | 10 | +11,552 | 2.91% | Q4 2025 | Feb 17, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 266,380 | 2,349 | 0.0% | 0.01% | 11 | -196,066 | -42.4% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 199,761 | 1,761 | 0.0% | 0.0% | 12 | -84,155 | -29.64% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | New | 198,759 | 1,753 | 0.0% | — | 13 | +198,759 | New | Q4 2025 | Feb 13, 2026 |
| Financial Alternatives, Inc | History | Reduced | 189,491 | 1,671 | 0.97% | 1.05% | 14 | -3,752 | -1.94% | Q4 2025 | Feb 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 185,731 | 1,638 | 0.0% | 0.0% | 15 | +5,730 | 3.18% | Q4 2025 | Feb 05, 2026 |
| Creative Planning | History | Reduced | 176,434 | 1,556 | 0.0% | 0.0% | 16 | -6,698 | -3.66% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 173,157 | 1,527 | 0.0% | 0.0% | 17 | +2,817 | 1.65% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 165,239 | 1,457 | 0.04% | 0.04% | 18 | -5,886 | -3.44% | Q4 2025 | Feb 17, 2026 |
| RPO LLC | History | New | 136,910 | 1,207 | 0.13% | — | 19 | +136,910 | New | Q4 2025 | Feb 17, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Added to | 134,063 | 1,182 | 0.05% | 0.04% | 20 | +29,821 | 28.61% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 133,535 | 1,177 | 0.0% | 0.0% | 21 | -621 | -0.46% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 128,562 | 1,133 | 0.01% | 0.01% | 22 | +7,228 | 5.96% | Q4 2025 | Feb 17, 2026 |
| Calamos Advisors LLC | History | Added to | 118,032 | 1,041 | 0.0% | 0.0% | 23 | +28,710 | 32.14% | Q4 2025 | Jan 29, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 114,498 | 1,009 | 0.08% | 0.08% | 24 | -939 | -0.81% | Q4 2025 | Jan 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 112,136 | 989 | 0.0% | — | 25 | +112,136 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 100,198 | 883 | 0.0% | 0.0% | 26 | +19,844 | 24.7% | Q4 2025 | Jan 29, 2026 |
| PMG Family Office LLC | History | Reduced | 95,158 | 839 | 0.97% | 0.99% | 27 | -3,602 | -3.65% | Q4 2025 | Jan 28, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 87,046 | 767 | 0.04% | 0.04% | 28 | -142 | -0.16% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 85,908 | 757 | 0.01% | 0.01% | 29 | +1,353 | 1.6% | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 74,036 | 653 | 0.03% | 0.03% | 30 | +3,956 | 5.64% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | New | 72,476 | 639 | 0.0% | — | 31 | +72,476 | New | Q4 2025 | Feb 17, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 68,455 | 603 | 0.01% | — | 32 | +68,455 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 66,840 | 590 | 0.0% | 0.0% | 33 | -778 | -1.15% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 61,112 | 539 | 0.0% | 0.0% | 34 | +18,373 | 42.99% | Q4 2025 | Feb 18, 2026 |
| Pointe Capital Management LLC | History | Reduced | 60,155 | 530 | 0.26% | 0.3% | 35 | -8,888 | -12.87% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | Added to | 59,691 | 526 | 0.02% | 0.02% | 36 | +1,690 | 2.91% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 56,485 | 498 | 0.0% | 0.0% | 37 | +6,386 | 12.75% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 51,290 | 452 | 0.0% | 0.0% | 38 | -5,700 | -10.0% | Q4 2025 | Feb 13, 2026 |
| WCG Wealth Advisors LLC | History | No change | 50,686 | 447 | 0.01% | 0.03% | 39 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 50,000 | 441 | 0.29% | 0.52% | 40 | -30,000 | -37.5% | Q4 2025 | Jan 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 48,508 | 430 | 0.0% | 0.0% | 41 | +15,484 | 46.89% | Q4 2025 | Jan 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 48,718 | 429 | 0.0% | 0.0% | 42 | -4,259 | -8.04% | Q4 2025 | Feb 12, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 45,688 | 403 | 0.09% | 0.09% | 43 | -143 | -0.31% | Q4 2025 | Feb 17, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 42,066 | 371 | 0.04% | 0.04% | 44 | -409 | -0.96% | Q4 2025 | Jan 27, 2026 |
| David J Yvars Group | History | Added to | 41,930 | 369 | 0.2% | 0.19% | 45 | +3,355 | 8.7% | Q4 2025 | Jan 12, 2026 |
| ELCO Management Co., LLC | History | Reduced | 41,693 | 367 | 0.23% | 0.2% | 46 | -1,125 | -2.63% | Q4 2025 | Feb 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 41,181 | 363 | 0.0% | 0.0% | 47 | +181 | 0.44% | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 35,522 | 313 | 0.0% | 0.0% | 48 | +11,343 | 46.91% | Q4 2025 | Feb 12, 2026 |
| DECISION INVESTMENTS, INC | History | New | 34,903 | 307 | 0.34% | — | 49 | +34,903 | New | Q4 2025 | Feb 17, 2026 |
| Arlington Capital Management, Inc. | History | Reduced | 34,118 | 300 | 0.18% | 0.2% | 50 | -1,095 | -3.11% | Q4 2025 | Jan 06, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 32,835 | 289 | 0.0% | 0.0% | 51 | -2,144 | -6.13% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Reduced | 31,560 | 278 | 0.01% | 0.01% | 52 | -236 | -0.74% | Q4 2025 | Jan 30, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 28,240 | 253 | 0.04% | 0.04% | 53 | -1,062 | -3.62% | Q4 2025 | Jan 16, 2026 |
| Successful Portfolios LLC | History | Added to | 27,602 | 247 | 0.13% | 0.13% | 54 | +2,500 | 9.96% | Q4 2025 | Jan 23, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 28,000 | 246 | 0.01% | 0.01% | 55 | -2,000 | -6.67% | Q4 2025 | Jan 20, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 25,416 | 224 | 0.13% | — | 56 | +25,416 | New | Q4 2025 | Feb 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 25,000 | 220 | 0.0% | — | 57 | +25,000 | New | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 25,000 | 220 | 0.01% | 0.02% | 58 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Everstar Asset Management, LLC | History | Added to | 19,786 | 217 | 0.12% | 0.09% | 59 | +2,831 | 16.7% | Q4 2025 | Feb 05, 2026 |
| Western Wealth Management, LLC | History | Added to | 24,548 | 216 | 0.01% | 0.01% | 60 | +10,650 | 76.63% | Q4 2025 | Feb 05, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 24,000 | 211 | 0.11% | 0.18% | 61 | -9,500 | -28.36% | Q4 2025 | Jan 14, 2026 |
| Harbour Wealth Management Group, Inc. | History | New | 22,790 | 201 | 0.16% | — | 62 | +22,790 | New | Q4 2025 | Feb 19, 2026 |
| Almitas Capital LLC | History | New | 20,661 | 182 | 0.04% | — | 63 | +20,661 | New | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 20,117 | 177 | 0.0% | — | 64 | +20,117 | New | Q4 2025 | Feb 05, 2026 |
| GWN SECURITIES INC. | History | No change | 19,905 | 175 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 18,609 | 164 | 0.01% | 0.01% | 66 | +3,000 | 19.22% | Q4 2025 | Feb 03, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 18,494 | 163 | 0.01% | 0.02% | 67 | -5,298 | -22.27% | Q4 2025 | Jan 29, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 18,357 | 161 | 0.03% | 0.03% | 68 | +1,983 | 12.11% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 18,028 | 159 | 0.0% | 0.0% | 69 | +219 | 1.23% | Q4 2025 | Feb 12, 2026 |
| Semus Wealth Partners LLC | History | Reduced | 16,428 | 144 | 0.08% | 0.09% | 70 | -2,156 | -11.6% | Q4 2025 | Jan 27, 2026 |
| NWF Advisory Services Inc. | History | No change | 16,300 | 143 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Kovack Advisors, Inc. | History | New | 16,052 | 141 | 0.01% | — | 72 | +16,052 | New | Q4 2025 | Feb 17, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Added to | 16,075 | 141 | 0.08% | 0.09% | 73 | +4 | 0.02% | Q4 2025 | Feb 03, 2026 |
| Prospera Financial Services Inc | History | New | 15,721 | 138 | 0.0% | — | 74 | +15,721 | New | Q4 2025 | Feb 09, 2026 |
| Summit Financial, LLC | History | Reduced | 15,325 | 135 | 0.0% | 0.0% | 75 | -7,920 | -34.07% | Q4 2025 | Feb 13, 2026 |
| WEALTH EFFECTS LLC | History | Reduced | 15,150 | 133 | 0.04% | 0.04% | 76 | -300 | -1.94% | Q4 2025 | Jan 26, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 14,977 | 132 | 0.01% | 0.01% | 77 | +203 | 1.37% | Q4 2025 | Jan 21, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 14,428 | 127 | 0.0% | 0.01% | 78 | -3,728 | -20.53% | Q4 2025 | Feb 04, 2026 |
| Liberty Capital Management, Inc. | History | Reduced | 14,170 | 124 | 0.02% | 0.03% | 79 | -2,000 | -12.37% | Q4 2025 | Jan 26, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 13,474 | 118 | 0.0% | 0.0% | 80 | -3,696 | -21.53% | Q4 2025 | Feb 12, 2026 |
| Catalina Capital Group, LLC | History | Added to | 13,270 | 117 | 0.07% | 0.07% | 81 | +98 | 0.74% | Q4 2025 | Jan 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 12,360 | 109 | 0.0% | 0.0% | 82 | +450 | 3.78% | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 12,360 | 109 | 0.01% | 0.01% | 83 | +32 | 0.26% | Q4 2025 | Feb 17, 2026 |
| Marshall Financial Group, LLC | History | No change | 12,025 | 106 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 11,871 | 104 | 0.02% | 0.02% | 85 | +257 | 2.21% | Q4 2025 | Feb 11, 2026 |
| Waverly Advisors, LLC | History | No change | 11,560 | 101 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 11,353 | 100 | 0.01% | 0.01% | 87 | -51 | -0.45% | Q4 2025 | Jan 28, 2026 |
| World Investment Advisors | History | New | 11,330 | 99 | 0.0% | — | 88 | +11,330 | New | Q4 2025 | Mar 12, 2026 |
| Kestra Advisory Services, LLC | History | New | 11,002 | 97 | 0.0% | — | 90 | +11,002 | New | Q4 2025 | Feb 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 11,090 | 97 | 0.0% | 0.0% | 89 | -150 | -1.33% | Q4 2025 | Feb 17, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | No change | 11,036 | 97 | 0.04% | 0.05% | 91 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| StoneX Group Inc. | History | New | 10,782 | 95 | 0.0% | — | 92 | +10,782 | New | Q4 2025 | Feb 12, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 10,613 | 93 | 0.01% | — | 93 | +10,613 | New | Q4 2025 | Feb 13, 2026 |
| GAMMA Investing LLC | History | No change | 8,000 | 70 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 7,590 | 66 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CoreCap Advisors, LLC | History | No change | 6,760 | 59 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 6,574 | 57 | 0.0% | 0.0% | 97 | +5,574 | 557.4% | Q4 2025 | Feb 09, 2026 |
| Princeton Global Asset Management LLC | History | No change | 5,752 | 50 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Creative Capital Management Investments LLC | History | No change | 4,694 | 41 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4,296 | 37 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Added to | 3,339 | 29 | 0.0% | 0.0% | 101 | +72 | 2.2% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 3,030 | 26 | 0.0% | 0.0% | 102 | -6,808 | -69.2% | Q4 2025 | Mar 16, 2026 |
| Noble Wealth Management PBC | History | No change | 2,500 | 22 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,475 | 21 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| COMERICA BANK | History | Reduced | 2,052 | 18 | 0.0% | 0.0% | 105 | -1 | -0.05% | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,000 | 17 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Manchester Capital Management LLC | History | No change | 2,000 | 17 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 2,000 | 17 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CITY HOLDING CO | History | Reduced | 1,700 | 14 | 0.0% | 0.01% | 109 | -4,300 | -71.67% | Q4 2025 | Jan 22, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | New | 1,700 | 14 | 0.0% | — | 110 | +1,700 | New | Q4 2025 | Feb 09, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 1,578 | 13 | 0.0% | 0.0% | 111 | +34 | 2.2% | Q4 2025 | Jan 08, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,254 | 11 | 0.0% | 0.0% | 112 | -19 | -1.49% | Q4 2025 | Feb 13, 2026 |
| TD Capital Management LLC | History | No change | 1,023 | 9 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Luminist Capital LLC | History | No change | 697 | 6 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GoalVest Advisory LLC | History | No change | 560 | 4 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 500 | 4 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 230 | 2 | 0.0% | 0.0% | 117 | -2,370 | -91.15% | Q4 2025 | Feb 11, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -123,890 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,100 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,509 | -100.0% | Q3 2025 | Nov 03, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,426 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KERR FINANCIAL PLANNING Corp | History | Closed out | 0 | 0 | — | 0.06% | — | -4,832 | -100.0% | Q3 2025 | Nov 25, 2025 |
| WPG Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -171 | -100.0% | Q3 2025 | Oct 29, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q3 2025 | Nov 26, 2025 |
| Tower Research Capital LLC (TRC) | History | Reduced | 4 | 0 | — | — | — | -6 | -60.0% | Q4 2025 | Feb 17, 2026 |