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 | No change | 2,333,233 | 19,295 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,992,486 | 16,477 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 1,400,673 | 11,583 | 0.07% | 0.07% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,260,719 | 10,426 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 877,603 | 7,257 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 738,664 | 6,108 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | No change | 481,799 | 3,984 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 444,704 | 3,675 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COHEN & STEERS, INC. | History | No change | 221,380 | 1,831 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 203,453 | 1,662 | 0.0% | 0.0% | 10 | -412 | -0.2% | Q3 2026 | Nov 02, 2026 |
| Focus Partners Wealth | History | No change | 191,837 | 1,586 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Alternatives, Inc | History | No change | 180,120 | 1,489 | 0.73% | 0.73% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 176,273 | 1,457 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 160,363 | 1,326 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 156,301 | 1,290 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 150,552 | 1,245 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IHT Wealth Management, LLC | History | No change | 148,488 | 1,227 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 145,117 | 1,200 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 133,176 | 1,101 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 130,050 | 1,062 | 0.07% | 0.07% | 20 | +904 | 0.7% | Q3 2026 | Oct 08, 2026 |
| Advisory Services Network, LLC | History | No change | 121,745 | 1,006 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 119,235 | 986 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 117,721 | 961 | 0.32% | 0.54% | 23 | -89,181 | -43.1% | Q3 2026 | Oct 14, 2026 |
| PMG Family Office LLC | History | Added to | 110,165 | 900 | 0.83% | 0.83% | 24 | +1,610 | 1.48% | Q3 2026 | Oct 19, 2026 |
| UBS Group AG | History | No change | 94,020 | 777 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Reduced | 91,014 | 743 | 0.0% | 0.0% | 26 | -27,530 | -23.22% | Q3 2026 | Nov 02, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 80,800 | 668 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pointe Capital Management LLC | History | No change | 77,964 | 644 | 0.29% | 0.29% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 74,527 | 616 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SageView Advisory Group, LLC | History | No change | 68,824 | 569 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | No change | 66,304 | 548 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 61,042 | 504 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 53,340 | 441 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 53,913 | 440 | 0.01% | 0.01% | 34 | -27,112 | -33.46% | Q3 2026 | Oct 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 53,466 | 436 | 0.0% | 0.0% | 35 | +3,419 | 6.83% | Q3 2026 | Nov 02, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 51,645 | 427 | 0.08% | 0.08% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WCG Wealth Advisors LLC | History | No change | 51,136 | 422 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 50,876 | 420 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RPO LLC | History | No change | 41,442 | 342 | 1.13% | 1.13% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 41,189 | 340 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 41,513 | 339 | 0.02% | 0.02% | 41 | +3,186 | 8.31% | Q3 2026 | Oct 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 41,064 | 333 | 0.0% | 0.0% | 42 | +1,517 | 3.84% | Q3 2026 | Oct 13, 2026 |
| David J Yvars Group | History | Added to | 38,262 | 312 | 0.14% | 0.15% | 43 | +380 | 1.0% | Q3 2026 | Oct 09, 2026 |
| Baird Financial Group, Inc. | History | No change | 36,296 | 300 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DECISION INVESTMENTS, INC | History | No change | 34,307 | 280 | 0.25% | 0.26% | 45 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Portfolio Strategies, Inc. | History | No change | 30,921 | 255 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sigma Planning Corp | History | Added to | 31,174 | 254 | 0.01% | 0.01% | 47 | +120 | 0.39% | Q3 2026 | Oct 23, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | No change | 30,000 | 245 | 0.16% | 0.15% | 48 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Formidable Asset Management, LLC | History | Added to | 28,809 | 238 | 0.04% | 0.04% | 49 | +226 | 0.79% | Q3 2026 | Nov 03, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 28,744 | 234 | 0.0% | 0.0% | 50 | +308 | 1.08% | Q3 2026 | Oct 30, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 28,310 | 234 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 28,000 | 231 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Closed-End Fund Advisors, Inc. | History | Added to | 28,188 | 230 | 0.24% | 0.19% | 53 | +4,824 | 20.65% | Q3 2026 | Nov 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 27,809 | 226 | 0.01% | 0.01% | 54 | +3,700 | 15.35% | Q3 2026 | Nov 02, 2026 |
| Western Wealth Management, LLC | History | No change | 25,619 | 211 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 25,000 | 206 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 25,000 | 204 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 24,249 | 200 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WESPAC Advisors, LLC | History | No change | 24,000 | 196 | 0.1% | 0.1% | 59 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Kovack Advisors, Inc. | History | No change | 23,450 | 196 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Harbour Wealth Management Group, Inc. | History | No change | 23,212 | 191 | 0.13% | 0.13% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Successful Portfolios LLC | History | Reduced | 22,102 | 179 | 0.08% | 0.1% | 62 | -3,000 | -11.95% | Q3 2026 | Oct 09, 2026 |
| Prospera Financial Services Inc | History | No change | 22,683 | 178 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| CITADEL ADVISORS LLC | History | No change | 21,372 | 176 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Allworth Financial LP | History | No change | 20,117 | 166 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Founders Financial Alliance, LLC | History | No change | 19,153 | 158 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 19,102 | 156 | 0.0% | 0.0% | 67 | -6,244 | -24.64% | Q3 2026 | Oct 28, 2026 |
| OPPENHEIMER & CO INC | History | New | 18,977 | 155 | 0.0% | — | 68 | +18,977 | New | Q3 2026 | Oct 26, 2026 |
| XTX Topco Ltd | History | No change | 18,135 | 149 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH EFFECTS LLC | History | Reduced | 17,775 | 145 | 0.04% | 0.04% | 70 | -21 | -0.12% | Q3 2026 | Oct 23, 2026 |
| Everstar Asset Management, LLC | History | No change | 16,955 | 140 | 0.07% | 0.07% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 16,878 | 139 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 17,011 | 138 | 0.01% | 0.01% | 73 | -2,732 | -13.84% | Q3 2026 | Oct 13, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 16,600 | 137 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NWF Advisory Services Inc. | History | No change | 16,300 | 133 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| GWN SECURITIES INC. | History | No change | 15,655 | 129 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Reduced | 15,087 | 123 | 0.06% | 0.06% | 78 | -996 | -6.19% | Q3 2026 | Oct 28, 2026 |
| Summit Financial, LLC | History | No change | 14,941 | 123 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 14,844 | 121 | 0.0% | 0.0% | 79 | +213 | 1.46% | Q3 2026 | Oct 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 14,455 | 119 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 13,818 | 113 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 13,474 | 111 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 13,200 | 107 | 0.0% | — | 83 | +13,200 | New | Q3 2026 | Oct 23, 2026 |
| StoneX Group Inc. | History | New | 12,611 | 104 | 0.0% | — | 84 | +12,611 | New | Q3 2026 | Nov 03, 2026 |
| Procyon Advisors, LLC | History | No change | 12,700 | 103 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 12,360 | 102 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Marshall Financial Group, LLC | History | No change | 12,025 | 99 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Added to | 11,578 | 94 | 0.04% | 0.04% | 89 | +542 | 4.91% | Q3 2026 | Oct 15, 2026 |
| World Investment Advisors | History | No change | 11,435 | 94 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 11,376 | 92 | 0.0% | 0.0% | 90 | +124 | 1.1% | Q3 2026 | Nov 02, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | No change | 11,230 | 92 | 0.08% | 0.08% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 11,246 | 91 | 0.0% | 0.0% | 93 | -117 | -1.03% | Q3 2026 | Oct 19, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 11,090 | 91 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GAMMA Investing LLC | History | No change | 8,000 | 65 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 7,053 | 58 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 6,625 | 54 | 0.0% | 0.0% | 96 | -400 | -5.69% | Q3 2026 | Oct 08, 2026 |
| Princeton Global Asset Management LLC | History | No change | 5,752 | 46 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | History | New | 4,800 | 39 | 0.02% | — | 98 | +4,800 | New | Q3 2026 | Oct 26, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 4,350 | 35 | 0.0% | 0.0% | 99 | +600 | 16.0% | Q3 2026 | Oct 29, 2026 |
| Creative Capital Management Investments LLC | History | No change | 3,556 | 29 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Arax Advisory Partners | History | No change | 3,050 | 25 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Colonial Trust Co / SC | History | No change | 2,792 | 23 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,475 | 20 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,159 | 17 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,066 | 16 | 0.0% | 0.0% | 105 | -18 | -0.86% | Q3 2026 | Nov 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,000 | 16 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Manchester Capital Management LLC | History | No change | 2,000 | 16 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 2,005 | 16 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HOEY INVESTMENTS, INC | History | Reduced | 1,850 | 15 | 0.0% | 0.0% | 109 | -150 | -7.5% | Q3 2026 | Oct 28, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 1,691 | 13 | 0.0% | 0.0% | 110 | +39 | 2.36% | Q3 2026 | Oct 09, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,254 | 10 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nova Financial LLC | History | New | 1,157 | 9 | 0.0% | — | 112 | +1,157 | New | Q3 2026 | Nov 04, 2026 |
| IFS Advisors, LLC | History | New | 1,015 | 8 | 0.0% | — | 114 | +1,015 | New | Q3 2026 | Oct 14, 2026 |
| TD Capital Management LLC | History | No change | 1,023 | 8 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Luminist Capital LLC | History | No change | 697 | 5 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 500 | 4 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| GoalVest Advisory LLC | History | Reduced | 326 | 2 | 0.0% | 0.0% | 117 | -234 | -41.79% | Q3 2026 | Oct 02, 2026 |
| Parallel Advisors, LLC | History | Added to | 231 | 1 | 0.0% | 0.0% | 118 | +1 | 0.43% | Q3 2026 | Nov 03, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -98,648 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Semus Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -13,497 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Insight Advisors, LLC/ PA | History | Closed out | 0 | 0 | — | 0.02% | — | -12,426 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Kingsbury Capital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -11,230 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Liberty Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -11,170 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,500 | -100.0% | Q3 2026 | Oct 01, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,750 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |