Eaton Vance Risk-Managed Diversified Equity Income Fund - COM (ETJ)
CUSIP: 27829G106
Q2 2021 13F Holders as of 30 Jun 2021
- Type / Class
- Equity / COM
- Total 13F shares
- 7,877,528
- Share change
- -291,275
- Total reported value
- $90,752,996
- Price per share
- $11.52
- Number of holders
- 86
- Value change
- -$3,316,603
- Number of buys
- 41
- Number of sells
- 28
Quarterly Holders Quick Answers
What is CUSIP 27829G106?
CUSIP 27829G106 identifies ETJ - Eaton Vance Risk-Managed Diversified Equity Income Fund - COM in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 27829G106:
Top shareholders of ETJ - Eaton Vance Risk-Managed Diversified Equity Income Fund - COM (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
1,412,087
|
$15,222,000 | — | 31 Mar 2021 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
758,404
|
$8,177,000 | — | 31 Mar 2021 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
698,282
|
$7,527,000 | — | 31 Mar 2021 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
671,920
|
$7,243,000 | — | 31 Mar 2021 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
—
class O/S missing
|
630,246
|
$6,794,000 | — | 31 Mar 2021 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
622,281
|
$6,708,000 | — | 31 Mar 2021 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
490,104
|
$5,287,000 | — | 31 Mar 2021 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
—
class O/S missing
|
230,800
|
$2,488,000 | — | 31 Mar 2021 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
174,760
|
$1,884,000 | — | 31 Mar 2021 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
164,658
|
$1,775,000 | — | 31 Mar 2021 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
—
class O/S missing
|
151,225
|
$1,630,203 | — | 31 Mar 2021 | |
| IHT Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
145,670
|
$1,570,000 | — | 31 Mar 2021 | |
| MML INVESTORS SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
141,942
|
$1,530,000 | — | 31 Mar 2021 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
115,391
|
$1,244,000 | — | 31 Mar 2021 | |
| Private Advisor Group, LLC |
13F
|
Company |
—
class O/S missing
|
104,139
|
$1,123,000 | — | 31 Mar 2021 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
98,319
|
$1,059,000 | — | 31 Mar 2021 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
—
class O/S missing
|
98,086
|
$1,057,000 | — | 31 Mar 2021 | |
| Diversified, LLC |
13F
|
Company |
—
class O/S missing
|
94,124
|
$1,015,000 | — | 31 Mar 2021 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
87,225
|
$940,000 | — | 31 Mar 2021 | |
| Pointe Capital Management LLC |
13F
|
Company |
—
class O/S missing
|
81,801
|
$882,000 | — | 31 Mar 2021 | |
| CITIGROUP INC |
13F
|
Company |
—
class O/S missing
|
77,572
|
$836,000 | — | 31 Mar 2021 | |
| Advisory Services Network, LLC |
13F
|
Company |
—
class O/S missing
|
77,045
|
$831,000 | — | 31 Mar 2021 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
68,134
|
$734,000 | — | 31 Mar 2021 | |
| Mirae Asset Global Investments Co., Ltd. |
13F
|
Company |
—
class O/S missing
|
58,755
|
$633,000 | — | 31 Mar 2021 | |
| Gladstone Institutional Advisory LLC |
13F
|
Company |
—
class O/S missing
|
52,471
|
$566,000 | — | 31 Mar 2021 | |
| Formidable Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
51,578
|
$560,000 | — | 31 Mar 2021 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
51,609
|
$556,000 | — | 31 Mar 2021 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
45,465
|
$490,000 | — | 31 Mar 2021 | |
| Spire Wealth Management |
13F
|
Company |
—
class O/S missing
|
37,819
|
$408,000 | — | 31 Mar 2021 | |
| TRANSCEND CAPITAL ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
35,609
|
$383,000 | — | 31 Mar 2021 | |
| ELCO Management Co., LLC |
13F
|
Company |
—
class O/S missing
|
33,600
|
$362,000 | — | 31 Mar 2021 | |
| CIBC Private Wealth Group LLC |
13F
|
Company |
—
class O/S missing
|
33,000
|
$356,000 | — | 31 Mar 2021 | |
| Ausdal Financial Partners, Inc. |
13F
|
Company |
—
class O/S missing
|
29,437
|
$317,000 | — | 31 Mar 2021 | |
| Coastal Bridge Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
29,224
|
$315,000 | — | 31 Mar 2021 | |
| Sigma Planning Corp |
13F
|
Company |
—
class O/S missing
|
24,935
|
$269,000 | — | 31 Mar 2021 | |
| CENTAURUS FINANCIAL, INC. |
13F
|
Company |
—
class O/S missing
|
24,461
|
$264,000 | — | 31 Mar 2021 | |
| Successful Portfolios LLC |
13F
|
Company |
—
class O/S missing
|
21,928
|
$236,000 | — | 31 Mar 2021 | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
21,818
|
$235,000 | — | 31 Mar 2021 | |
| Marshall Financial Group, LLC |
13F
|
Company |
—
class O/S missing
|
20,773
|
$224,000 | — | 31 Mar 2021 | |
| Baird Financial Group, Inc. |
13F
|
Company |
—
class O/S missing
|
20,308
|
$219,000 | — | 31 Mar 2021 | |
| US BANCORP \DE\ |
13F
|
Company |
—
class O/S missing
|
19,517
|
$210,000 | — | 31 Mar 2021 | |
| OneDigital Investment Advisors LLC |
13F
|
Company |
—
class O/S missing
|
18,901
|
$204,000 | — | 31 Mar 2021 | |
| HOLLENCREST CAPITAL MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
18,350
|
$197,000 | — | 31 Mar 2021 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
—
class O/S missing
|
17,550
|
$189,000 | — | 31 Mar 2021 | |
| Aviance Capital Partners, LLC |
13F
|
Company |
—
class O/S missing
|
16,360
|
$176,000 | — | 31 Mar 2021 | |
| XML Financial, LLC |
13F
|
Company |
—
class O/S missing
|
15,578
|
$168,000 | — | 31 Mar 2021 | |
| RAYMOND JAMES TRUST N.A. |
13F
|
Company |
—
class O/S missing
|
15,150
|
$163,000 | — | 31 Mar 2021 | |
| Congress Park Capital LLC |
13F
|
Company |
—
class O/S missing
|
15,000
|
$162,000 | — | 31 Mar 2021 | |
| BOENNING & SCATTERGOOD, INC. |
13F
|
Company |
—
class O/S missing
|
14,530
|
$157,000 | — | 31 Mar 2021 | |
| Retirement Group, LLC |
13F
|
Company |
—
class O/S missing
|
14,505
|
$156,000 | — | 31 Mar 2021 |
Institutional Holders of Eaton Vance Risk-Managed Diversified Equity Income Fund - COM (ETJ) as of Q2 2021
As of 30 Jun 2021,
Eaton Vance Risk-Managed Diversified Equity Income Fund - COM (ETJ) was held by
86 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,877,528 shares.
The largest 10 holders included
MORGAN STANLEY, OSAIC HOLDINGS, INC., LPL Financial LLC, Raymond James Financial Services Advisors, Inc., Invesco Ltd., Guggenheim Capital LLC, AMERIPRISE FINANCIAL INC, Janney Montgomery Scott LLC, BANK OF AMERICA CORP /DE/, and WELLS FARGO & COMPANY/MN.
This page lists
86
institutional shareholders reporting positions in this security
for the Q2 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2021 vs Q1 2021 Across Filers
Q1 2021 holders
84
Q2 2021 holders
86
Holder diff
2
| Investor | Q1 2021 Shares | Q2 2021 Shares | Share Diff | Share Chg % | Q1 2021 Value $ | Q2 2021 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.