Eaton Vance Risk-Managed Diversified Equity Income Fund - COM (ETJ)

CUSIP: 27829G106

Q2 2024 13F Holders as of 30 Jun 2024

Share change
-58,745
SEC-reported price per share
$8.78
Number of holders
87
Value change
-$450,508
Number of buys
38
Number of sells
37

Security key

27829G106

Report period

Q2 2024

Institutions

87

Top holders

10

Ownership snapshot

Top reported holders 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. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Global Assets Advisory, LLC
Disclosed value leader
Global Assets Advisory, LLC
Comparable rows
0/15
Latest evidence
31 Mar 2024
13F Highest disclosed value: $13,500,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

Global Assets Advisory, LLC has the largest disclosed position value at $13.5M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Global Assets Advisory, LLC's linked filing trail.
Disclosed position value Top 5
Global Assets Advisory, LLC $13.5M
OSAIC HOLDINGS, INC. $11.62M
GUGGENHEIM CAPITAL LLC $7.38M
LPL Financial LLC $7.02M
Cornerstone Advisors, LLC $6.68M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Global Assets Advisory, LLC
13F
Company
13F
class O/S missing
$13,500,000
112,725 shares
31 Mar 2024
OSAIC HOLDINGS, INC.
13F
Company
13F
class O/S missing
$11,617,542
1,391,311 shares
31 Mar 2024
GUGGENHEIM CAPITAL LLC
13F
Company
13F
class O/S missing
$7,383,955
884,306 shares
31 Mar 2024
LPL Financial LLC
13F
Company
13F
class O/S missing
$7,024,691
841,281 shares
31 Mar 2024
Cornerstone Advisors, LLC
13F
Company
13F
class O/S missing
$6,679,357
799,923 shares
31 Mar 2024
Raymond James Financial Services Advisors, Inc.
13F
Company
13F
class O/S missing
$6,639,726
795,177 shares
31 Mar 2024
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q2 2024

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
87
Shares
12,055,739
Rows available
87
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q2 2024 vs Q1 2026 Across Filers

Q1 2026 holders
116
Q2 2024 holders
87
Holder diff
-29
Investor Q1 2026 Shares Q2 2024 Shares Share Diff Share Chg % Q1 2026 value Q2 2024 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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