Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) — Institutional Holders, Q2 2026
123 institutional investment managers reported a ETJ position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $119.4M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ETJ in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- GUGGENHEIM CAPITALAdded · +252,540 sh+$2.1M
- LPL FinancialAdded · +94,978 sh+$785.5K
- RAYMOND JAMES FINANCIALAdded · +56,296 sh+$465.6K
- NewEdge AdvisorsNew · +50,876 sh+$420.7K
- OSAICAdded · +49,995 sh+$413.5K
Biggest sellers
- Invesco Ltd.Trimmed · -78,706 sh-$650.9K
- Independent Advisor AllianceSold out · -69,048 sh-$571.0K
- Shaker Financial ServicesTrimmed · -40,518 sh-$335.1K
- Arlington Capital ManagementSold out · -35,843 sh-$296.4K
- Calamos AdvisorsTrimmed · -35,334 sh-$292.2K
ETJ 13F holders ranked 1–100 of 123
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | LPL Financial#1 · 2,333,233 sh | 2,333,233 | $19.3M | <0.01% | +4.2% |
| 2 | RAYMOND JAMES FINANCIAL#2 · 1,992,486 sh | 1,992,486 | $16.5M | <0.01% | +2.9% |
| 3 | GUGGENHEIM CAPITAL#3 · 1,400,673 sh | 1,400,673 | $11.6M | 0.07% | +22.0% |
| 4 | OSAIC#4 · 1,260,719 sh | 1,260,719 | $10.4M | 0.01% | +4.1% |
| 5 | Invesco Ltd.#5 · 877,603 sh | 877,603 | $7.3M | <0.01% | -8.2% |
| 6 | MORGAN STANLEY#6 · 738,664 sh | 738,664 | $6.1M | <0.01% | +1.8% |
| 7 | Advisors Asset Management#7 · 481,799 sh | 481,799 | $4.0M | 0.06% | -0.8% |
| 8 | AMERIPRISE FINANCIAL#8 · 444,704 sh | 444,704 | $3.7M | <0.01% | +3.9% |
| 9 | COHEN & STEERS#9 · 221,380 sh | 221,380 | $1.8M | <0.01% | -8.3% |
| 10 | Shaker Financial Services#10 · 206,902 sh | 206,902 | $1.7M | — | -16.4% |
| 11 | Cambridge Investment Research Advisors#11 · 203,865 sh | 203,865 | $1.7M | <0.01% | +6.8% |
| 12 | Focus Partners Wealth#12 · 191,837 sh | 191,837 | $1.6M | <0.01% | -15.0% |
| 13 | Financial Alternatives#13 · 180,120 sh | 180,120 | $1.5M | 0.73% | -4.5% |
| 14 | WELLS FARGO & COMPANY#14 · 176,273 sh | 176,273 | $1.5M | <0.01% | -0.4% |
| 15 | BANK OF AMERICA#15 · 160,363 sh | 160,363 | $1.3M | <0.01% | +0.3% |
| 16 | WILEY BROS.-AINTREE CAPITAL#16 · 156,301 sh | 156,301 | $1.3M | <0.01% | +4.7% |
| 17 | Private Advisor Group#17 · 150,552 sh | 150,552 | $1.2M | <0.01% | +11.6% |
| 18 | IHT Wealth Management#18 · 148,488 sh | 148,488 | $1.2M | 0.03% | -4.8% |
| 19 | Steward Partners Investment Advisory#19 · 145,117 sh | 145,117 | $1.2M | <0.01% | +20.3% |
| 20 | TWO SIGMA INVESTMENTS#20 · 133,176 sh | 133,176 | $1.1M | <0.01% | 0.0% |
| 21 | First Heartland Consultants#21 · 129,146 sh | 129,146 | $1.1M | — | +3.1% |
| 22 | Advisory Services Network#22 · 121,745 sh | 121,745 | $1.0M | 0.01% | +32.3% |
| 23 | ROYAL BANK OF CANADA#23 · 119,235 sh | 119,235 | $986.0K | <0.01% | +2.5% |
| 24 | Creative Planning#24 · 118,544 sh | 118,544 | $980.4K | <0.01% | -21.2% |
| 25 | PMG Family Office#25 · 108,555 sh | 108,555 | $897.8K | — | +7.2% |
| 26 | Calamos Advisors#26 · 98,648 sh | 98,648 | $815.8K | <0.01% | -26.4% |
| 27 | UBS Group AG#27 · 94,020 sh | 94,020 | $777.5K | <0.01% | +1.9% |
| 28 | INDEPENDENT FINANCIAL GROUP#28 · 81,025 sh | 81,025 | $670.1K | — | -7.0% |
| 29 | Ausdal Financial Partners#29 · 80,800 sh | 80,800 | $668.2K | 0.03% | -5.3% |
| 30 | Pointe Capital Management#30 · 77,964 sh | 77,964 | $644.8K | 0.29% | -8.0% |
| 31 | CENTAURUS FINANCIAL#31 · 74,527 sh | 74,527 | $616.0K | 0.03% | -0.6% |
| 32 | SageView Advisory Group#32 · 68,824 sh | 68,824 | $569.2K | 0.02% | +14.3% |
| 33 | Janney Montgomery Scott#33 · 66,304 sh | 66,304 | $548.0K | <0.01% | +6.8% |
| 34 | Cetera Investment Advisers#34 · 61,042 sh | 61,042 | $504.8K | <0.01% | +7.9% |
| 35 | STIFEL FINANCIAL#35 · 53,340 sh | 53,340 | $441.1K | <0.01% | +11.2% |
| 36 | Garden State Investment Advisory Services#36 · 51,645 sh | 51,645 | $427.1K | 0.08% | -2.5% |
| 37 | WCG Wealth Advisors#37 · 51,136 sh | 51,136 | $422.9K | 0.01% | 0.0% |
| 38 | NewEdge Advisors#38 · 50,876 sh | 50,876 | $420.7K | <0.01% | New |
| 39 | COMMONWEALTH EQUITY SERVICES#39 · 50,047 sh | 50,047 | $413.9K | <0.01% | +4.3% |
| 40 | RPO#40 · 41,442 sh | 41,442 | $342.7K | 1.13% | +113.2% |
| 41 | HighTower Advisors#41 · 41,189 sh | 41,189 | $340.6K | <0.01% | 0.0% |
| 42 | WEALTH ENHANCEMENT ADVISORY SERVICES#42 · 39,547 sh | 39,547 | $336.1K | — | +1.4% |
| 43 | NBC SECURITIES#43 · 38,327 sh | 38,327 | $317.0K | — | +62.0% |
| 44 | David J Yvars Group#44 · 37,882 sh | 37,882 | $313.3K | — | -5.9% |
| 45 | Baird Financial Group#45 · 36,296 sh | 36,296 | $300.2K | <0.01% | +3.4% |
| 46 | DECISION INVESTMENTS#46 · 34,307 sh | 34,307 | $283.7K | — | -0.4% |
| 47 | Sigma Planning#47 · 31,054 sh | 31,054 | $256.8K | — | -1.8% |
| 48 | Portfolio Strategies#48 · 30,921 sh | 30,921 | $255.7K | 0.03% | -3.2% |
| 49 | WINEBRENNER CAPITAL MANAGEMENT#49 · 30,000 sh | 30,000 | $248.1K | — | -40.0% |
| 50 | TRUIST FINANCIAL#50 · 28,436 sh | 28,436 | $235.2K | <0.01% | New |
| 51 | BOOTHBAY FUND MANAGEMENT#51 · 28,310 sh | 28,310 | $234.1K | <0.01% | +33.4% |
| 52 | Formidable Asset Management#52 · 28,583 sh | 28,583 | $233.5K | 0.04% | +0.7% |
| 53 | Stratos Wealth Advisors#53 · 28,000 sh | 28,000 | $231.6K | 0.01% | 0.0% |
| 54 | Successful Portfolios#54 · 25,102 sh | 25,102 | $213.0K | — | 0.0% |
| 55 | Western Wealth Management#55 · 25,619 sh | 25,619 | $211.9K | <0.01% | -1.1% |
| 56 | MGO ONE SEVEN#56 · 25,346 sh | 25,346 | $209.6K | <0.01% | New |
| 57 | Vestmark Advisory Solutions#57 · 25,000 sh | 25,000 | $206.8K | <0.01% | 0.0% |
| 58 | Mount Yale Investment Advisors#58 · 25,000 sh | 25,000 | $206.8K | <0.01% | 0.0% |
| 59 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#59 · 24,109 sh | 24,109 | $202.0K | 0.01% | +9.0% |
| 60 | HARBOUR INVESTMENTS#60 · 24,249 sh | 24,249 | $200.5K | <0.01% | +92.9% |
| 61 | WESPAC Advisors#61 · 24,000 sh | 24,000 | $198.5K | — | 0.0% |
| 62 | Kovack Advisors#62 · 23,450 sh | 23,450 | $196.1K | <0.01% | +4.8% |
| 63 | Closed-End Fund Advisors#63 · 23,364 sh | 23,364 | $193.2K | 0.19% | -8.3% |
| 64 | Harbour Wealth Management Group#64 · 23,212 sh | 23,212 | $192.0K | 0.13% | +1.6% |
| 65 | Prospera Financial Services#65 · 22,683 sh | 22,683 | $187.6K | <0.01% | 0.0% |
| 66 | CITADEL ADVISORS#66 · 21,372 sh | 21,372 | $176.7K | 0.00% | New |
| 67 | Allworth Financial#67 · 20,117 sh | 20,117 | $166.4K | <0.01% | 0.0% |
| 68 | B. Riley Wealth Advisors#68 · 19,743 sh | 19,743 | $162.9K | — | +13.1% |
| 69 | Founders Financial Alliance#69 · 19,153 sh | 19,153 | $158.4K | 0.02% | +0.2% |
| 70 | XTX Topco Ltd#70 · 18,135 sh | 18,135 | $150.0K | <0.01% | +26.4% |
| 71 | WEALTH EFFECTS#71 · 17,796 sh | 17,796 | $147.2K | — | +18.0% |
| 72 | Everstar Asset Management#72 · 16,955 sh | 16,955 | $140.2K | 0.07% | 0.0% |
| 73 | Ameritas Advisory Services#73 · 16,878 sh | 16,878 | $139.6K | <0.01% | +17.0% |
| 74 | Strategic Financial Concepts#74 · 16,600 sh | 16,600 | $137.3K | 0.04% | +3.1% |
| 75 | NWF Advisory Services#75 · 16,300 sh | 16,300 | $134.8K | — | 0.0% |
| 76 | PRIMORIS WEALTH ADVISORS#76 · 16,083 sh | 16,083 | $133.0K | 0.06% | 0.0% |
| 77 | GWN SECURITIES#77 · 15,655 sh | 15,655 | $129.5K | 0.02% | -21.4% |
| 78 | Summit Financial#78 · 14,941 sh | 14,941 | $123.6K | <0.01% | -2.5% |
| 79 | FLAGSHIP HARBOR ADVISORS#79 · 14,631 sh | 14,631 | $121.0K | — | -3.7% |
| 80 | ENVESTNET ASSET MANAGEMENT#80 · 14,455 sh | 14,455 | $119.5K | 0.00% | New |
| 81 | JPMORGAN CHASE#81 · 13,818 sh | 13,818 | $114.0K | 0.00% | New |
| 82 | Semus Wealth Partners#82 · 13,497 sh | 13,497 | $111.6K | — | -18.6% |
| 83 | PRINCIPAL SECURITIES#83 · 13,474 sh | 13,474 | $111.4K | <0.01% | 0.0% |
| 84 | Procyon Advisors#84 · 12,700 sh | 12,700 | $105.0K | — | 0.0% |
| 85 | Insight Advisors, / PA#85 · 12,426 sh | 12,426 | $102.8K | — | +2.3% |
| 86 | MML INVESTORS SERVICES#86 · 12,360 sh | 12,360 | $102.2K | <0.01% | 0.0% |
| 87 | Marshall Financial Group#87 · 12,025 sh | 12,025 | $99.4K | 0.01% | 0.0% |
| 88 | World Investment Advisors#88 · 11,435 sh | 11,435 | $94.1K | <0.01% | 0.0% |
| 89 | Diversified Enterprises#89 · 11,363 sh | 11,363 | $94.0K | — | -0.5% |
| 90 | Kestra Advisory Services#90 · 11,252 sh | 11,252 | $93.1K | <0.01% | +1.1% |
| 91 | Kingsbury Capital Investment Advisors#91 · 11,230 sh | 11,230 | $92.9K | — | +2.3% |
| 92 | KMT WEALTH MANAGEMENT#92 · 11,230 sh | 11,230 | $92.9K | 0.08% | New |
| 93 | Liberty Capital Management#93 · 11,170 sh | 11,170 | $92.4K | 0.02% | — |
| 94 | Gladstone Institutional Advisory#94 · 11,090 sh | 11,090 | $91.7K | <0.01% | 0.0% |
| 95 | VISTA INVESTMENT PARTNERS II#95 · 11,036 sh | 11,036 | $91.3K | — | 0.0% |
| 96 | GAMMA Investing#96 · 8,000 sh | 8,000 | $66.2K | — | 0.0% |
| 97 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#97 · 7,053 sh | 7,053 | $58.3K | 0.00% | +12.0% |
| 98 | CoreCap Advisors#98 · 7,025 sh | 7,025 | $58.1K | — | +39.8% |
| 99 | Princeton Global Asset Management#99 · 5,752 sh | 5,752 | $47.6K | — | 0.0% |
| 100 | BLUE BELL PRIVATE WEALTH MANAGEMENT#100 · 3,750 sh | 3,750 | $31.0K | <0.01% | +7.1% |
Funds that sold out of ETJ in Q2 2026 (7)
Held ETJ at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Independent Advisor Alliance69,048 sh | 69,048 | $564.1K |
| Arlington Capital Management35,843 sh | 35,843 | $292.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP15,969 sh | 15,969 | $130.5K |
| Gateway Wealth Partners12,000 sh | 12,000 | $98.0K |
| JANE STREET GROUP10,724 sh | 10,724 | $87.6K |
| Waverly Advisors10,011 sh | 10,011 | $81.8K |
| MAI Capital Management6,216 sh | 6,216 | $50.8K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.