Eaton Vance Risk-Managed Diversified Equity Income Fund - COM (ETJ)
CUSIP: 27829G106
Q4 2021 13F Holders as of 31 Dec 2021
- Type / Class
- Equity / COM
- Total 13F shares
- 7,960,617
- Share change
- +259,310
- Total reported value
- $85,093,215
- Price per share
- $10.69
- Number of holders
- 86
- Value change
- +$2,761,257
- Number of buys
- 42
- Number of sells
- 24
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
|
1,086,843
|
$11,618,000 | — | 30 Sep 2021 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
826,628
|
$8,837,000 | — | 30 Sep 2021 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
730,135
|
$7,805,000 | — | 30 Sep 2021 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
643,752
|
$6,882,000 | — | 30 Sep 2021 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
—
class O/S missing
|
640,847
|
$6,851,000 | — | 30 Sep 2021 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
608,266
|
$6,502,000 | — | 30 Sep 2021 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
366,959
|
$3,923,000 | — | 30 Sep 2021 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
—
class O/S missing
|
281,293
|
$3,007,000 | — | 30 Sep 2021 | |
| Private Advisor Group, LLC |
13F
|
Company |
—
class O/S missing
|
179,956
|
$1,924,000 | — | 30 Sep 2021 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
170,556
|
$1,823,000 | — | 30 Sep 2021 | |
| IHT Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
161,081
|
$1,722,000 | — | 30 Sep 2021 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
155,266
|
$1,660,000 | — | 30 Sep 2021 | |
| MML INVESTORS SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
149,563
|
$1,599,000 | — | 30 Sep 2021 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
133,079
|
$1,423,000 | — | 30 Sep 2021 | |
| Advisory Services Network, LLC |
13F
|
Company |
—
class O/S missing
|
123,912
|
$1,325,000 | — | 30 Sep 2021 | |
| Ahrens Investment Partners LLC |
13F
|
Company |
—
class O/S missing
|
95,409
|
$1,020,000 | — | 30 Sep 2021 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
—
class O/S missing
|
82,966
|
$887,000 | — | 30 Sep 2021 | |
| Diversified, LLC |
13F
|
Company |
—
class O/S missing
|
80,482
|
$860,000 | — | 30 Sep 2021 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
72,842
|
$779,000 | — | 30 Sep 2021 | |
| Pointe Capital Management LLC |
13F
|
Company |
—
class O/S missing
|
68,885
|
$736,000 | — | 30 Sep 2021 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
68,451
|
$731,000 | — | 30 Sep 2021 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
—
class O/S missing
|
68,394
|
$731,000 | — | 30 Sep 2021 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
57,000
|
$609,000 | — | 30 Sep 2021 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
46,443
|
$496,000 | — | 30 Sep 2021 | |
| Titus Wealth Management |
13F
|
Company |
—
class O/S missing
|
39,600
|
$422,000 | — | 30 Sep 2021 | |
| CENTAURUS FINANCIAL, INC. |
13F
|
Company |
—
class O/S missing
|
39,113
|
$418,000 | — | 30 Sep 2021 | |
| Formidable Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
39,092
|
$418,000 | — | 30 Sep 2021 | |
| Ausdal Financial Partners, Inc. |
13F
|
Company |
—
class O/S missing
|
37,049
|
$396,000 | — | 30 Sep 2021 | |
| ELCO Management Co., LLC |
13F
|
Company |
—
class O/S missing
|
34,173
|
$365,000 | — | 30 Sep 2021 | |
| TRANSCEND CAPITAL ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
30,609
|
$351,000 | — | 30 Sep 2021 | |
| Spire Wealth Management |
13F
|
Company |
—
class O/S missing
|
31,739
|
$339,000 | — | 30 Sep 2021 | |
| CIBC Private Wealth Group LLC |
13F
|
Company |
—
class O/S missing
|
31,000
|
$331,000 | — | 30 Sep 2021 | |
| Mirae Asset Global Investments Co., Ltd. |
13F
|
Company |
—
class O/S missing
|
29,034
|
$310,000 | — | 30 Sep 2021 | |
| Sigma Planning Corp |
13F
|
Company |
—
class O/S missing
|
26,397
|
$282,000 | — | 30 Sep 2021 | |
| OneDigital Investment Advisors LLC |
13F
|
Company |
—
class O/S missing
|
24,691
|
$264,000 | — | 30 Sep 2021 | |
| FLAGSHIP HARBOR ADVISORS, LLC |
13F
|
Company |
—
class O/S missing
|
20,586
|
$237,000 | — | 30 Sep 2021 | |
| Successful Portfolios LLC |
13F
|
Company |
—
class O/S missing
|
21,928
|
$234,000 | — | 30 Sep 2021 | |
| Marshall Financial Group, LLC |
13F
|
Company |
—
class O/S missing
|
20,468
|
$219,000 | — | 30 Sep 2021 | |
| US BANCORP \DE\ |
13F
|
Company |
—
class O/S missing
|
19,517
|
$209,000 | — | 30 Sep 2021 | |
| Ameritas Investment Company, LLC |
13F
|
Company |
—
class O/S missing
|
18,798
|
$201,000 | — | 30 Sep 2021 | |
| HOLLENCREST CAPITAL MANAGEMENT |
13F
|
Company |
—
class O/S missing
|
18,350
|
$196,000 | — | 30 Sep 2021 | |
| Retirement Group, LLC |
13F
|
Company |
—
class O/S missing
|
17,705
|
$189,000 | — | 30 Sep 2021 | |
| TRUIST FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
17,632
|
$188,000 | — | 30 Sep 2021 | |
| XML Financial, LLC |
13F
|
Company |
—
class O/S missing
|
15,578
|
$167,000 | — | 30 Sep 2021 | |
| Stratos Wealth Partners, LTD. |
13F
|
Company |
—
class O/S missing
|
15,360
|
$164,000 | — | 30 Sep 2021 | |
| BOENNING & SCATTERGOOD, INC. |
13F
|
Company |
—
class O/S missing
|
15,252
|
$163,000 | — | 30 Sep 2021 | |
| Congress Park Capital LLC |
13F
|
Company |
—
class O/S missing
|
15,000
|
$160,000 | — | 30 Sep 2021 | |
| TD PRIVATE CLIENT WEALTH LLC |
13F
|
Company |
—
class O/S missing
|
14,466
|
$154,645 | — | 30 Sep 2021 | |
| AVANTAX ADVISORY SERVICES, INC. |
13F
|
Company |
—
class O/S missing
|
13,820
|
$147,000 | — | 30 Sep 2021 | |
| 9258 Wealth Management, LLC |
13F
|
Company |
—
class O/S missing
|
12,913
|
$138,000 | — | 30 Sep 2021 |
Institutional Holders of Eaton Vance Risk-Managed Diversified Equity Income Fund - COM (ETJ) as of Q4 2021
As of 31 Dec 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
7,960,617 shares.
The largest 10 holders included
MORGAN STANLEY, ADVISOR GROUP HOLDINGS, INC., LPL Financial LLC, GUGGENHEIM CAPITAL LLC, Raymond James Financial Services Advisors, Inc., Invesco Ltd., AMERIPRISE FINANCIAL INC, Janney Montgomery Scott LLC, WELLS FARGO & COMPANY/MN, and BANK OF AMERICA CORP /DE/.
This page lists
86
institutional shareholders reporting positions in this security
for the Q4 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2021 vs Q3 2021 Across Filers
Q3 2021 holders
76
Q4 2021 holders
86
Holder diff
10
| Investor | Q3 2021 Shares | Q4 2021 Shares | Share Diff | Share Chg % | Q3 2021 Value $ | Q4 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.