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Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) Institutional Ownership

Eaton Vance Risk-Managed Diversified Equity Income Fund logo
$8.40 +0.02 (+0.24%)
As of 08/21/2026 03:56 PM Eastern

Institutional Ownership Changes (13F Filings) for Eaton Vance Risk-Managed Diversified Equity Income Fund (NYSE:ETJ)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$19.87M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$4.38M
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ETJ Institutional Buying and Selling by Quarter

Eaton Vance Risk-Managed Diversified Equity Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/23/2026 Ameritas Advisory Services LLC16,878$140K0.0%+17.0%0.000%
7/8/2026 First Heartland Consultants Inc.129,146$1.07M0.1%+3.1%0.000%
7/7/2026 David J Yvars Group37,882$313K0.1%-5.9%0.000%
7/7/2026 CoreCap Advisors LLC7,025$58K0.0%+39.8%0.000%
6/18/2026 Western Wealth Management LLC25,915$212K0.0%+5.6%0.000%
6/3/2026 NewEdge Advisors LLC58,312$476K0.0%-4.6%0.000%
5/19/2026 Western Wealth Management LLC25,915$212K0.0%+5.6%0.000%
5/19/2026 Bank of America Corp DE159,954$1.31M0.0%-7.6%0.000%
5/18/2026 Royal Bank of Canada116,319$951K0.0%+3.7%0.000%
5/15/2026 Gateway Wealth Partners LLC12,000$98K0.0%N/A0.000%
5/15/2026 Waverly Advisors LLC10,011$82K0.0%-13.4%0.000%
5/6/2026 Independent Financial Group LLC87,123$712K0.0%N/A0.000%
5/4/2026 Calamos Advisors LLC133,982$1.10M0.0%+13.5%0.000%
5/4/2026 Procyon Advisors LLC12,700$104K0.0%N/A0.000%
5/2/2026 International Assets Investment Management LLC22,109$181K0.0%+18.8%0.000%
5/2/2026 Arlington Capital Management Inc.35,843$293K0.2%+5.1%0.000%
4/27/2026 Private Advisor Group LLC134,957$1.10M0.0%+5.0%0.000%
4/22/2026 Janney Montgomery Scott LLC62,060$507K0.0%-7.2%0.000%
4/17/2026 PMG Family Office LLC101,258$827K0.9%+6.4%0.000%
4/17/2026 Everstar Asset Management LLC16,955$139K0.1%-14.3%0.000%
3/17/2026 Rockefeller Capital Management L.P.3,030$27K0.0%-69.2%0.000%
3/13/2026 World Investment Advisors11,330$100K0.0%N/A0.000%
2/19/2026 Invesco Ltd.993,330$8.76M0.0%-3.5%0.000%
2/19/2026 Harbour Wealth Management Group Inc.22,790$201K0.2%N/A0.000%
2/18/2026 Readystate Asset Management LP134,063$1.18M0.0%+28.6%0.000%
2/18/2026 Boothbay Fund Management LLC68,455$604K0.0%N/A0.000%
2/17/2026 Guggenheim Capital LLC1,088,860$9.60M0.1%+20.4%0.000%
2/17/2026 Almitas Capital LLC20,661$182K0.0%N/A0.000%
2/17/2026 Cetera Investment Advisers56,485$498K0.0%+12.7%0.000%
2/17/2026 RPO LLC136,910$1.21M0.1%N/A0.000%
2/17/2026 Kovack Advisors Inc.16,052$142K0.0%N/A0.000%
2/17/2026 Osaic Holdings Inc.1,229,160$10.84M0.0%+3.2%0.000%
2/17/2026 Advisory Services Network LLC85,908$758K0.0%+1.6%0.000%
2/17/2026 &PARTNERS72,476$639K0.0%N/A0.000%
2/17/2026 Royal Bank of Canada112,136$989K0.0%+4.7%0.000%
2/17/2026 Pointe Capital Management LLC60,155$531K0.3%-12.9%0.000%
2/16/2026 Focus Partners Wealth198,759$1.75M0.0%N/A0.000%
2/16/2026 Landscape Capital Management L.L.C.10,613$94K0.0%N/A0.000%
2/13/2026 Kestra Advisory Services LLC11,002$97K0.0%N/A0.000%
2/13/2026 Stifel Financial Corp51,290$452K0.0%-10.0%0.000%
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2/13/2026 Wells Fargo & Company MN199,761$1.76M0.0%-29.6%0.000%
2/13/2026 Cohen & Steers Inc.266,380$2.35M0.0%-42.4%0.000%
2/13/2026 Summit Financial LLC15,325$135K0.0%-34.1%0.000%
2/12/2026 Advisors Asset Management Inc.438,453$3.87M0.1%+19.4%0.000%
2/12/2026 Jane Street Group LLC35,522$313K0.0%+46.9%0.000%
2/12/2026 Commonwealth Equity Services LLC48,718$430K0.0%-8.0%0.000%
2/12/2026 StoneX Group Inc.10,782$95K0.0%N/A0.000%
2/12/2026 Principal Securities Inc.13,474$119K0.0%-21.5%0.000%
2/12/2026 Founders Financial Alliance LLC18,357$162K0.0%+12.1%0.000%
2/12/2026 Kovack Advisors Inc.16,052$142K0.0%N/A0.000%
2/11/2026 LPL Financial LLC2,232,032$19.69M0.0%-0.2%0.000%
2/11/2026 Closed End Fund Advisors Inc.25,416$224K0.1%N/A0.000%
2/9/2026 Harbour Investments Inc.6,574$58K0.0%+557.4%0.000%
2/9/2026 Prospera Financial Services Inc15,721$139K0.0%N/A0.000%
2/5/2026 Everstar Asset Management LLC19,786$175K0.1%+16.7%0.000%
2/5/2026 Allworth Financial LP20,117$177K0.0%-7.5%0.000%
2/4/2026 Ameritas Advisory Services LLC14,428$127K0.0%-20.5%0.000%
2/4/2026 World Investment Advisors11,330$100K0.0%N/A0.000%
2/4/2026 Financial Alternatives Inc189,491$1.67M1.0%-1.9%0.000%
2/3/2026 International Assets Investment Management LLC18,609$164K0.0%+19.2%0.000%
1/29/2026 Calamos Advisors LLC118,032$1.04M0.0%+32.1%0.000%
1/29/2026 NBC Securities Inc.18,494$163K0.0%-22.3%0.000%
1/28/2026 PMG Family Office LLC95,158$839K1.0%-3.6%0.000%
1/27/2026 Semus Wealth Partners LLC16,428$145K0.1%-11.6%0.000%
1/26/2026 Shaker Financial Services LLC414,103$3.65M1.2%+13.1%0.000%
1/26/2026 Liberty Capital Management Inc.14,170$125K0.0%-12.4%0.000%
1/23/2026 Successful Portfolios LLC27,602$247K0.1%+10.0%0.000%
1/20/2026 Stratos Wealth Advisors LLC28,000$247K0.0%-6.7%0.000%
1/14/2026 WESPAC Advisors LLC24,000$212K0.1%-28.4%0.000%
1/12/2026 David J Yvars Group41,930$370K0.2%+8.7%0.000%
1/8/2026 Wealth Enhancement Advisory Services LLC48,508$431K0.0%+46.9%0.000%
1/7/2026 Winebrenner Capital Management LLC50,000$441K0.3%-37.5%0.000%
12/22/2025 PMG Family Office LLC98,760$888K1.0%N/A0.000%
12/2/2025 Allworth Financial LP21,737$195K0.0%+8.1%0.000%
11/25/2025 KERR FINANCIAL PLANNING Corp4,832$42K0.1%N/A0.000%
11/20/2025 Centaurus Financial Inc.70,080$630K0.0%+2.6%0.000%
11/18/2025 Advisory Services Network LLC84,555$760K0.0%+2.7%0.000%
11/17/2025 Elevation Point Wealth Partners LLC25,000$225K0.0%N/A0.000%
11/17/2025 Citadel Advisors LLC10,426$94K0.0%N/A0.000%
11/17/2025 Bank of America Corp DE170,340$1.53M0.0%+11.7%0.000%
11/17/2025 Ameriprise Financial Inc.396,757$3.57M0.0%-1.1%0.000%
11/14/2025 Creative Planning183,132$1.65M0.0%-8.6%0.000%
11/14/2025 Raymond James Financial Inc.1,810,277$16.27M0.0%+5.9%0.000%
11/14/2025 Arlington Capital Management Inc.35,213$317K0.2%N/A0.000%
11/14/2025 Two Sigma Investments LP134,156$1.21M0.0%+130.3%0.000%
11/13/2025 Invesco Ltd.1,028,897$9.25M0.0%+12.8%0.000%
11/13/2025 UBS Group AG80,354$722K0.0%-7.1%0.000%
11/13/2025 Private Advisor Group LLC121,334$1.09M0.0%+14.0%0.000%
11/10/2025 First Heartland Consultants Inc.115,437$1.04M0.1%+20.3%0.000%
11/7/2025 Cornerstone Advisors LLC969,417$8.72M0.3%+11.0%0.000%
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11/7/2025 Readystate Asset Management LP104,242$937K0.0%+128.6%0.000%
11/7/2025 Founders Financial Alliance LLC16,374$147K0.0%N/A0.000%
11/6/2025 Advisors Asset Management Inc.367,216$3.30M0.1%+12.9%0.000%
11/5/2025 Financial Alternatives Inc193,243$1.74M1.1%-4.7%0.000%
10/27/2025 David J Yvars Group38,575$347K0.2%+16.3%0.000%
10/22/2025 Shaker Financial Services LLC365,998$3.29M1.1%+20.4%0.000%
10/22/2025 City Holding Co.6,000$54K0.0%N/A0.000%
10/22/2025 Semus Wealth Partners LLC18,584$167K0.1%-34.0%0.000%
10/20/2025 Calamos Advisors LLC89,322$803K0.0%N/A0.000%
10/15/2025 Successful Portfolios LLC25,102$226K0.1%-5.2%0.000%


ETJ Institutional Ownership - Frequently Asked Questions

During the previous two years, 110 institutional investors and hedge funds held shares of Eaton Vance Risk-Managed Diversified Equity Income Fund. The most heavily invested institutionals were LPL Financial LLC ($19.69M), Raymond James Financial Inc. ($16.27M), Osaic Holdings Inc. ($10.84M), Guggenheim Capital LLC ($9.60M), Invesco Ltd. ($8.76M), Cornerstone Advisors LLC ($8.72M), and Raymond James & Associates ($4.94M).Learn more on Eaton Vance Risk-Managed Diversified Equity Income Fund's institutional investors.

Of the 91 institutional investors that purchased Eaton Vance Risk-Managed Diversified Equity Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.81M), LPL Financial LLC ($1.26M), Cornerstone Advisors LLC ($618.74K), Shaker Financial Services LLC ($557.83K), Guggenheim Capital LLC ($492.20K), Invesco Ltd. ($228.07K), and Strategic Financial Concepts LLC ($214.89K).

Institutional investors have bought a total of 2,242,860 shares in the last 24 months. This purchase volume represents approximately $19.87M in transactions.

Of the 30 institutional investors that sold Eaton Vance Risk-Managed Diversified Equity Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cohen & Steers Inc. ($196.07K), Wells Fargo & Company MN ($84.16K), Invesco Ltd. ($35.57K), Winebrenner Capital Management LLC ($30K), Creative Planning ($17.14K), Financial Alternatives Inc ($13.33K), and Bank of America Corp DE ($13.20K).

Institutional investors have sold a total of 496,246 shares in the last 24 months. This volume of shares sold represents approximately $4.38M in transactions.



Institutional ownership data for NYSE:ETJ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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