Eaton Vance Risk-Managed Diversified Equity Income Fund - ETJ
Detailed investor-level table based on 13F positions.
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 | Added to | 2,238,255 | 18,286 | 0.0% | 0.01% | 1 | +6,223 | 0.28% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,936,190 | 15,818 | 0.0% | 0.01% | 2 | +33,551 | 1.76% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,210,724 | 9,891 | 0.01% | 0.02% | 3 | -18,436 | -1.5% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 1,148,133 | 9,380 | 0.07% | 0.07% | 4 | +59,273 | 5.44% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 956,309 | 7,813 | 0.0% | 0.0% | 5 | -37,021 | -3.73% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Added to | 725,750 | 5,929 | 0.0% | 0.0% | 6 | +32,257 | 4.65% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 485,611 | 3,967 | 0.07% | 0.06% | 7 | +47,158 | 10.76% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 427,823 | 3,484 | 0.0% | 0.0% | 8 | +19,514 | 4.78% | Q1 2026 | May 15, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 247,420 | 2,021 | 0.7% | 1.16% | 9 | -166,683 | -40.25% | Q1 2026 | May 12, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 241,380 | 1,972 | 0.0% | 0.0% | 10 | -25,000 | -9.39% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 225,692 | 1,843 | 0.0% | 0.0% | 11 | +26,933 | 13.55% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 190,940 | 1,560 | 0.0% | 0.0% | 12 | +5,209 | 2.8% | Q1 2026 | Apr 30, 2026 |
| Financial Alternatives, Inc | History | Reduced | 188,665 | 1,541 | 0.83% | 0.97% | 13 | -826 | -0.44% | Q1 2026 | May 01, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 177,068 | 1,446 | 0.0% | 0.0% | 14 | -22,693 | -11.36% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 159,954 | 1,306 | 0.0% | 0.0% | 15 | -13,203 | -7.62% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 156,005 | 1,274 | 0.03% | 0.04% | 16 | -9,234 | -5.59% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 150,479 | 1,229 | 0.0% | 0.0% | 17 | -25,955 | -14.71% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 149,286 | 1,219 | 0.01% | 0.0% | 18 | +76,810 | 105.98% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 134,957 | 1,102 | 0.01% | 0.01% | 19 | +6,395 | 4.97% | Q1 2026 | Apr 24, 2026 |
| Calamos Advisors LLC | History | Added to | 133,982 | 1,094 | 0.0% | 0.0% | 20 | +15,950 | 13.51% | Q1 2026 | May 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 133,176 | 1,088 | 0.0% | 0.0% | 21 | -359 | -0.27% | Q1 2026 | May 15, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 125,241 | 1,023 | 0.08% | 0.08% | 22 | +10,743 | 9.38% | Q1 2026 | Apr 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 120,616 | 985 | 0.01% | 0.0% | 23 | +102,588 | 569.05% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 116,319 | 951 | 0.0% | 0.0% | 24 | +4,183 | 3.73% | Q1 2026 | May 15, 2026 |
| PMG Family Office LLC | History | Added to | 101,258 | 827 | 0.92% | 0.97% | 25 | +6,100 | 6.41% | Q1 2026 | Apr 17, 2026 |
| UBS Group AG | History | Reduced | 92,297 | 754 | 0.0% | 0.0% | 26 | -7,901 | -7.89% | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 92,123 | 752 | 0.02% | 0.02% | 27 | -4,010 | -4.17% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 91,996 | 751 | 0.01% | 0.01% | 28 | +6,088 | 7.09% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 85,360 | 697 | 0.03% | 0.04% | 29 | -1,686 | -1.94% | Q1 2026 | May 12, 2026 |
| Pointe Capital Management LLC | History | Added to | 84,722 | 692 | 0.34% | 0.26% | 30 | +24,567 | 40.84% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 74,947 | 612 | 0.03% | 0.03% | 31 | +911 | 1.23% | Q1 2026 | May 18, 2026 |
| Independent Advisor Alliance | History | New | 69,048 | 564 | 0.01% | — | 32 | +69,048 | New | Q1 2026 | May 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 59,691 | 526 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 62,060 | 507 | 0.0% | 0.0% | 34 | -4,780 | -7.15% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 58,312 | 476 | 0.0% | 0.0% | 35 | -2,800 | -4.58% | Q1 2026 | Jun 02, 2026 |
| Cetera Investment Advisers | History | Added to | 56,575 | 462 | 0.0% | 0.0% | 36 | +90 | 0.16% | Q1 2026 | May 13, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 52,945 | 432 | 0.09% | 0.09% | 37 | +7,257 | 15.88% | Q1 2026 | May 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 51,136 | 417 | 0.01% | 0.01% | 38 | +450 | 0.89% | Q1 2026 | May 12, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 50,000 | 408 | 0.26% | 0.29% | 39 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 47,991 | 392 | 0.0% | 0.0% | 40 | -727 | -1.49% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 47,952 | 391 | 0.0% | 0.0% | 41 | -3,338 | -6.51% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 41,185 | 336 | 0.0% | 0.0% | 42 | +4 | 0.01% | Q1 2026 | May 05, 2026 |
| David J Yvars Group | History | Reduced | 40,246 | 328 | 0.18% | 0.2% | 43 | -1,684 | -4.02% | Q1 2026 | Apr 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 38,983 | 314 | 0.0% | 0.0% | 44 | -9,525 | -19.64% | Q1 2026 | Apr 08, 2026 |
| ELCO Management Co., LLC | History | Reduced | 38,143 | 311 | 0.15% | 0.23% | 45 | -3,550 | -8.51% | Q1 2026 | Apr 23, 2026 |
| Arlington Capital Management, Inc. | History | Added to | 35,843 | 292 | 0.16% | 0.18% | 46 | +1,725 | 5.06% | Q1 2026 | May 01, 2026 |
| Baird Financial Group, Inc. | History | Added to | 35,101 | 286 | 0.0% | 0.0% | 47 | +2,266 | 6.9% | Q1 2026 | May 14, 2026 |
| DECISION INVESTMENTS, INC | History | Reduced | 34,443 | 281 | 0.32% | 0.34% | 48 | -460 | -1.32% | Q1 2026 | Apr 21, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 31,956 | 261 | 0.03% | 0.04% | 49 | -10,110 | -24.03% | Q1 2026 | May 05, 2026 |
| Sigma Planning Corp | History | Added to | 31,621 | 258 | 0.01% | 0.01% | 50 | +61 | 0.19% | Q1 2026 | May 04, 2026 |
| Formidable Asset Management, LLC | History | Added to | 28,371 | 250 | 0.04% | 0.04% | 51 | +131 | 0.46% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 28,000 | 228 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | Added to | 25,915 | 211 | 0.01% | 0.01% | 53 | +1,367 | 5.57% | Q1 2026 | May 19, 2026 |
| Closed-End Fund Advisors, Inc. | History | Added to | 25,489 | 208 | 0.21% | 0.13% | 54 | +73 | 0.29% | Q1 2026 | May 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 25,000 | 204 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 25,000 | 204 | 0.0% | 0.01% | 56 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Successful Portfolios LLC | History | Reduced | 25,102 | 201 | 0.11% | 0.13% | 57 | -2,500 | -9.06% | Q1 2026 | Apr 13, 2026 |
| WESPAC Advisors, LLC | History | No change | 24,000 | 196 | 0.11% | 0.11% | 58 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NBC SECURITIES, INC. | History | Added to | 23,656 | 193 | 0.01% | 0.01% | 59 | +5,162 | 27.91% | Q1 2026 | Apr 14, 2026 |
| Harbour Wealth Management Group, Inc. | History | Added to | 22,856 | 186 | 0.14% | 0.16% | 60 | +66 | 0.29% | Q1 2026 | Apr 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 22,683 | 185 | 0.0% | 0.0% | 61 | +6,962 | 44.28% | Q1 2026 | Apr 14, 2026 |
| Kovack Advisors, Inc. | History | Added to | 22,386 | 182 | 0.01% | 0.01% | 62 | +6,334 | 39.46% | Q1 2026 | May 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 22,109 | 180 | 0.01% | 0.01% | 63 | +3,500 | 18.81% | Q1 2026 | May 01, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 21,227 | 173 | 0.0% | 0.01% | 64 | -47,228 | -68.99% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | No change | 20,117 | 164 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GWN SECURITIES INC. | History | No change | 19,905 | 162 | 0.03% | 0.04% | 66 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RPO LLC | History | Reduced | 19,442 | 158 | 0.49% | 0.13% | 67 | -117,468 | -85.8% | Q1 2026 | May 12, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 19,122 | 156 | 0.03% | 0.03% | 68 | +765 | 4.17% | Q1 2026 | May 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 17,455 | 138 | 0.01% | 0.01% | 69 | +5,095 | 41.22% | Q1 2026 | Apr 24, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 16,955 | 138 | 0.07% | 0.12% | 70 | -2,831 | -14.31% | Q1 2026 | Apr 16, 2026 |
| Semus Wealth Partners LLC | History | Added to | 16,586 | 135 | 0.08% | 0.08% | 71 | +158 | 0.96% | Q1 2026 | Apr 24, 2026 |
| NWF Advisory Services Inc. | History | No change | 16,300 | 133 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Strategic Financial Concepts, LLC | History | New | 16,100 | 131 | 0.03% | — | 74 | +16,100 | New | Q1 2026 | May 12, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Added to | 16,079 | 131 | 0.09% | 0.08% | 73 | +4 | 0.02% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 15,969 | 130 | 0.0% | — | 75 | +15,969 | New | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 15,329 | 125 | 0.0% | 0.0% | 76 | +4 | 0.03% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 15,195 | 124 | 0.01% | 0.01% | 78 | +218 | 1.46% | Q1 2026 | Apr 28, 2026 |
| Liberty Capital Management, Inc. | History | No change | 14,170 | 124 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WEALTH EFFECTS LLC | History | Reduced | 15,075 | 123 | 0.04% | 0.04% | 79 | -75 | -0.5% | Q1 2026 | Apr 21, 2026 |
| XTX Topco Ltd | History | New | 14,344 | 117 | 0.0% | — | 81 | +14,344 | New | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 14,428 | 117 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 13,474 | 110 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Catalina Capital Group, LLC | History | Added to | 13,296 | 108 | 0.06% | 0.07% | 83 | +26 | 0.2% | Q1 2026 | Apr 23, 2026 |
| Procyon Advisors, LLC | History | New | 12,700 | 103 | 0.01% | — | 84 | +12,700 | New | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 12,574 | 102 | 0.0% | 0.0% | 85 | +6,000 | 91.27% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 12,360 | 100 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 12,144 | 99 | 0.02% | 0.02% | 87 | +273 | 2.3% | Q1 2026 | May 11, 2026 |
| Gateway Wealth Partners, LLC | History | New | 12,000 | 98 | 0.0% | — | 89 | +12,000 | New | Q1 2026 | May 15, 2026 |
| Marshall Financial Group, LLC | History | No change | 12,025 | 98 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| World Investment Advisors | History | Added to | 11,435 | 93 | 0.0% | 0.0% | 90 | +105 | 0.93% | Q1 2026 | Apr 27, 2026 |
| Diversified Enterprises, LLC | History | Added to | 11,419 | 93 | 0.01% | 0.01% | 91 | +66 | 0.58% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 11,131 | 90 | 0.0% | 0.0% | 93 | +129 | 1.17% | Q1 2026 | Apr 30, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 11,090 | 90 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | No change | 11,036 | 90 | 0.04% | 0.04% | 94 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 10,724 | 87 | 0.0% | 0.0% | 95 | -24,798 | -69.81% | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | Reduced | 10,011 | 81 | 0.0% | 0.0% | 96 | -1,549 | -13.4% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | No change | 8,000 | 65 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 6,296 | 51 | 0.0% | 0.0% | 98 | +2,000 | 46.55% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Added to | 6,216 | 50 | 0.0% | 0.0% | 99 | +2,877 | 86.16% | Q1 2026 | May 15, 2026 |
| Princeton Global Asset Management LLC | History | No change | 5,752 | 46 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 5,025 | 41 | 0.0% | 0.0% | 101 | -1,735 | -25.67% | Q1 2026 | Apr 07, 2026 |
| Creative Capital Management Investments LLC | History | Reduced | 3,556 | 29 | 0.01% | 0.01% | 102 | -1,138 | -24.24% | Q1 2026 | Apr 21, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 3,500 | 28 | 0.0% | 0.0% | 103 | +1,800 | 105.88% | Q1 2026 | May 11, 2026 |
| Colonial Trust Co / SC | History | New | 2,792 | 22 | 0.0% | — | 104 | +2,792 | New | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,475 | 20 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Noble Wealth Management PBC | History | No change | 2,500 | 20 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| COMERICA BANK | History | No change | 2,052 | 18 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,084 | 17 | 0.0% | — | 108 | +2,084 | New | Q1 2026 | May 01, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,000 | 16 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Manchester Capital Management LLC | History | No change | 2,000 | 16 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 2,000 | 16 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 1,614 | 13 | 0.0% | 0.0% | 112 | +36 | 2.28% | Q1 2026 | Apr 10, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,530 | 12 | 0.0% | 0.0% | 113 | -1,500 | -49.5% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,254 | 9 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TD Capital Management LLC | History | No change | 1,023 | 8 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GoalVest Advisory LLC | History | No change | 560 | 4 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 500 | 4 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Parallel Advisors, LLC | History | No change | 230 | 1 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Cornerstone Advisors, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -762,333 | -100.0% | Q1 2026 | May 08, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.05% | — | -134,063 | -100.0% | Q1 2026 | May 15, 2026 |
| Almitas Capital LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -20,661 | -100.0% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,782 | -100.0% | Q1 2026 | May 14, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,613 | -100.0% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,590 | -100.0% | Q1 2026 | Apr 07, 2026 |
| CITY HOLDING CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,700 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -697 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 7 | 0 | — | — | — | +3 | 75.0% | Q1 2026 | May 15, 2026 |