ETJ

Eaton Vance Risk - Managed Diversified Equity Income Fund
$8.43-0.14 (-1.63%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Shares Held

2.232032122916012e+267B

Total Value

$1.9000100001000092e+169T

% of Float

Price History

$7.81$8.23$8.66$9.08$9.51Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC2,232,032$19.0M0.01%Share
2OSAIC HOLDINGS, INC.1,229,160$10.0M0.01%Share
3RAYMOND JAMES FINANCIAL INC1,205,687$10.0M0.00%Share
4TD Capital Management LLC1,023$9.0M0.00%Share
5GUGGENHEIM CAPITAL LLC1,088,379$9.0M0.06%Share
6Invesco Ltd.901,326$7.9M0.00%Share
7MORGAN STANLEY692,383$6.0M0.00%Share
8Cornerstone Advisors, LLC762,333$6.0M0.20%Share
9RAYMOND JAMES FINANCIAL INC679,583$5.0M0.00%Share
10Shaker Financial Services, LLC414,103$3.7M1.16%Share
11Advisors Asset Management, Inc.438,453$3.0M0.05%Share
12AMERIPRISE FINANCIAL INC408,309$3.0M0.00%Share
13NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO49,523$2.4M0.00%Share
14COHEN & STEERS, INC.266,380$2.3M0.00%Share
15Financial Alternatives, Inc189,491$1.7M0.97%Share
16RPO LLC136,910$1.2M0.13%Share
17READYSTATE ASSET MANAGEMENT LP134,063$1.2M0.05%Share
18Calamos Advisors LLC118,032$1.0M0.00%Share
19First Heartland Consultants, Inc.114,498$1.0M0.08%Share
20TWO SIGMA INVESTMENTS, LP133,535$1.0M0.00%Share
21IHT Wealth Management, LLC165,239$1.0M0.02%Share
22Creative Planning176,434$1.0M0.00%Share
23Focus Partners Wealth198,759$1.0M0.00%Share
24Private Advisor Group, LLC128,562$1.0M0.00%Share
25Cambridge Investment Research Advisors, Inc.185,731$1.0M0.00%Share
26BANK OF AMERICA CORP /DE/172,257$1.0M0.00%Share
27PMG Family Office LLC95,158$839K0.97%Share
28Invesco Ltd.92,004$811K0.00%Share
29Ausdal Financial Partners, Inc.87,046$767K0.04%Share
30UBS Group AG84,449$744K0.00%Share
31Pointe Capital Management LLC60,155$530K0.26%Share
32WCG Wealth Advisors LLC50,686$447K0.01%Share
33WINEBRENNER CAPITAL MANAGEMENT LLC50,000$441K0.29%Share
34WEALTH ENHANCEMENT ADVISORY SERVICES, LLC48,508$430K0.00%Share
35Garden State Investment Advisory Services LLC45,688$403K0.09%Share
36Portfolio Strategies, Inc.42,066$371K0.04%Share
37David J Yvars Group41,930$369K0.20%Share
38DECISION INVESTMENTS, INC34,903$307K0.34%Share
39Arlington Capital Management, Inc.34,118$300K0.18%Share
40Sigma Planning Corp31,560$278K0.01%Share
41Formidable Asset Management, LLC28,240$253K0.04%Share
42Successful Portfolios LLC27,602$247K0.13%Share
43Stratos Wealth Advisors, LLC28,000$246K0.01%Share
44Closed-End Fund Advisors, Inc.25,416$224K0.13%Share
45Vestmark Advisory Solutions, Inc.25,000$220K0.00%Share
46Everstar Asset Management, LLC19,786$217K0.12%Share
47WESPAC Advisors, LLC24,000$211K0.11%Share
48Harbour Wealth Management Group, Inc.22,790$201K0.16%Share
49Almitas Capital LLC20,661$182K0.04%Share
50Allworth Financial LP20,117$177K0.00%Share