Who Owns Eaton Vance Risk - Managed Diversified Equity Income Fund (ETJ)?Hedge Fund & Institutional Holders

$8.42+0.01 (+0.11%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -3

Price History

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

ETJ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Shaker Financial Services, LLCNew Position+414K+$3.7B
Financial Alternatives, IncNew Position+189K+$1.7B
Calamos Advisors LLCNew Position+118K+$1.0B
Focus Partners WealthNew Position+199K+$1.0B
BANK OF AMERICA CORP /DE/Increased+3K+$998.5M
GUGGENHEIM CAPITAL LLCIncreased+185K+$871.8M
WINEBRENNER CAPITAL MANAGEMENT LLCNew Position+50K+$441.0M
David J Yvars GroupNew Position+42K+$369.0M
Stratos Wealth Advisors, LLCNew Position+28K+$246.0M
WESPAC Advisors, LLCNew Position+24K+$211.0M
GWN SECURITIES INC.New Position+20K+$175.0M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+19K+$164.0M
UBS Group AGIncreased+20K+$159.6M
Semus Wealth Partners LLCNew Position+16K+$144.0M
Kovack Advisors, Inc.New Position+16K+$142.0M

ETJ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-4K-$20.1B
Cornerstone Advisors, LLCDecreased-207K-$2.7B
WELLS FARGO & COMPANY/MNDecreased-84K-$2.6B
Creative PlanningDecreased-7K-$1.6B
Kovitz Investment Group Partners, LLCClosed Position-124K-$1.1B
PMG Family Office LLCDecreased-4K-$887.0M
Ausdal Financial Partners, Inc.Decreased-142-$783.1M
IHT Wealth Management, LLCDecreased-6K-$538.4M
STIFEL FINANCIAL CORPDecreased-6K-$512.3M
Invesco Ltd.Decreased-36K-$489.8M
Baird Financial Group, Inc.Decreased-2K-$314.5M
TWO SIGMA INVESTMENTS, LPDecreased-621-$206.1M
Allworth Financial LPDecreased-2K-$195.2M
Strategic Financial Concepts, LLCClosed Position-16K-$144.7M
CITADEL ADVISORS LLCClosed Position-10K-$93.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1OSAIC HOLDINGS, INC.1,229,160$10.0B14.61%Share
2RAYMOND JAMES FINANCIAL INC1,205,687$10.0B3.11%Share
3GUGGENHEIM CAPITAL LLC1,088,379$9.0B64.45%Share
4Invesco Ltd.901,326$7.9B1.22%Share
5Cornerstone Advisors, LLC762,333$6.0B0.20%Share
6RAYMOND JAMES FINANCIAL INC679,583$5.0B1.56%Share
7Shaker Financial Services, LLC414,103$3.7B1.16%Share
8Advisors Asset Management, Inc.438,453$3.0B50.37%Share
9AMERIPRISE FINANCIAL INC408,309$3.0B0.68%Share
10Financial Alternatives, Inc189,491$1.7B0.97%Share
11Calamos Advisors LLC118,032$1.0B3.91%Share
12First Heartland Consultants, Inc.114,498$1.0B0.08%Share
13Private Advisor Group, LLC128,562$1.0B4.70%Share
14IHT Wealth Management, LLC165,239$1.0B0.02%Share
15TWO SIGMA INVESTMENTS, LP133,535$1.0B1.41%Share
16BANK OF AMERICA CORP /DE/172,257$1.0B0.07%Share
17Focus Partners Wealth198,759$1.0B1.14%Share
18Invesco Ltd.92,004$811.0M0.12%Share
19UBS Group AG84,449$744.0M0.12%Share
20Pointe Capital Management LLC60,155$530.0M0.26%Share
21WCG Wealth Advisors LLC50,686$447.0M0.01%Share
22WINEBRENNER CAPITAL MANAGEMENT LLC50,000$441.0M0.29%Share
23Garden State Investment Advisory Services LLC45,688$403.0M0.09%Share
24David J Yvars Group41,930$369.0M0.20%Share
25Arlington Capital Management, Inc.34,118$300.0M0.18%Share
26Sigma Planning Corp31,560$278.0M0.01%Share
27Successful Portfolios LLC27,602$247.0M0.13%Share
28Stratos Wealth Advisors, LLC28,000$246.0M0.01%Share
29Everstar Asset Management, LLC19,786$217.0M0.12%Share
30WESPAC Advisors, LLC24,000$211.0M0.11%Share
31GWN SECURITIES INC.19,905$175.0M0.04%Share
32INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC18,609$164.0M0.01%Share
33Founders Financial Alliance, LLC18,357$161.0M0.03%Share
34Semus Wealth Partners LLC16,428$144.0M0.08%Share
35NWF Advisory Services Inc.16,300$143.0M0.02%Share
36Kovack Advisors, Inc.16,052$142.0M0.01%Share
37PRIMORIS WEALTH ADVISORS, LLC16,075$141.0M0.08%Share
38WEALTH EFFECTS LLC15,150$133.0M0.04%Share
39FLAGSHIP HARBOR ADVISORS, LLC14,977$132.0M0.01%Share
40UBS Group AG14,375$126.0M0.02%Share
41Catalina Capital Group, LLC13,270$117.0M0.07%Share
42B. Riley Wealth Advisors, Inc.12,360$109.0M0.01%Share
43Marshall Financial Group, LLC12,025$106.0M0.02%Share
44Insight Advisors, LLC/ PA11,871$104.0M0.02%Share
45Diversified Enterprises, LLC11,353$100.0M0.01%Share
46VISTA INVESTMENT PARTNERS II, LLC11,036$97.0M0.04%Share
47GAMMA Investing LLC8,000$70.0M0.00%Share
48Farther Finance Advisors, LLC7,590$66.0M0.71%Share
49CoreCap Advisors, LLC6,760$59.0M0.00%Share
50LANDSCAPE CAPITAL MANAGEMENT, L.L.C.5,471$48.0M0.00%Share

ETJ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025117$74.1B+43
Q3 202574$101.1B-19
Q2 202593$85.9B+3
Q1 202590$104.4B+9
Q4 202481$609.2B+24
Q3 202457$8.9T-2
Q2 202459$643.9B-4
Q1 202463$190.6T—

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As of Q4 2025, 50 institutional investors hold ETJ (Eaton Vance Risk - Managed Diversified Equity Income Fund). The largest holder is OSAIC HOLDINGS, INC. with $10.0B in shares. This quarter, 12 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own ETJ?

As of Q4 2025, 50 institutional investors report holding ETJ (Eaton Vance Risk - Managed Diversified Equity Income Fund) in their 13F filings.

Who is the largest institutional holder of ETJ?

The largest institutional holder of ETJ is OSAIC HOLDINGS, INC. with $10.0B in shares.

Is institutional ownership of ETJ increasing or decreasing?

This quarter, 12 institutions opened new positions in ETJ and 3 closed their positions.