EATON VANCE RISK-MANAGED DIV (ETJ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
118
Reporting holders
$114.6M
Reported value
0.0%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $19.3M | 2,333,233 | 0.00% | 31q | +4.2%+$785.5K |
| RAYMOND JAMES FINANCIAL INC | $16.5M | 1,992,486 | 0.00% | 7q | +2.9%+$465.6K |
| GUGGENHEIM CAPITAL LLC | $11.6M | 1,400,673 | 0.07% | 31q | +22.0%+$2.1M |
| OSAIC HOLDINGS, INC. | $10.4M | 1,260,719 | 0.01% | 26q | +4.1%+$413.5K |
| Invesco Ltd. | $7.3M | 877,603 | 0.00% | 31q | -8.2%-$650.9K |
| MORGAN STANLEY | $6.1M | 738,664 | 0.00% | 35q | +1.8%+$106.8K |
| Advisors Asset Management, Inc. | $4.0M | 481,799 | 0.06% | 14q | -0.8%-$31.5K |
| AMERIPRISE FINANCIAL INC | $3.7M | 444,704 | 0.00% | 31q | -48.0%-$3.4M |
| Shaker Financial Services, LLC | $1.7M | 206,902 | 0.54% | 12q | -16.4%-$335.1K |
| Focus Partners Wealth | $1.6M | 191,837 | 0.00% | 3q | -15.0%-$280.0K |
| Financial Alternatives, Inc | $1.5M | 180,120 | 0.73% | 15q | -4.5%-$70.7K |
| WELLS FARGO & COMPANY/MN | $1.5M | 176,273 | 0.00% | 31q | -50.2%-$1.5M |
| BANK OF AMERICA CORP /DE/ | $1.3M | 160,363 | 0.00% | 31q | HELD |
| &PARTNERS | $1.3M | 156,301 | 0.01% | 3q | +4.7%+$57.9K |
| Private Advisor Group, LLC | $1.2M | 150,552 | 0.01% | 30q | +11.6%+$129.0K |
| IHT Wealth Management, LLC | $1.2M | 148,488 | 0.03% | 31q | -4.8%-$62.2K |
| Steward Partners Investment Advisory, LLC | $1.2M | 145,117 | 0.01% | 29q | +20.3%+$202.6K |
| TWO SIGMA INVESTMENTS, LP | $1.1M | 133,176 | 0.00% | 5q | HELD |
| First Heartland Consultants, Inc. | $1.1M | 129,146 | 0.07% | 16q | +3.1%+$32.3K |
| Advisory Services Network, LLC | $1.0M | 121,745 | 0.01% | 31q | +32.3%+$246.0K |
| ROYAL BANK OF CANADA | $986.0K | 119,235 | 0.00% | 31q | +2.5%+$24.1K |
| Creative Planning | $980.4K | 118,544 | 0.00% | 6q | -21.2%-$264.1K |
| PMG Family Office LLC | $897.8K | 108,555 | 0.83% | 4q | +7.2%+$60.3K |
| Calamos Advisors LLC | $815.8K | 98,648 | 0.00% | 4q | -26.4%-$292.2K |
| UBS Group AG | $777.5K | 94,020 | 0.00% | 31q | +1.9%+$14.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | $670.1K | 81,025 | 0.01% | 6q | -12.0%-$91.8K |
| Ausdal Financial Partners, Inc. | $668.2K | 80,800 | 0.03% | 24q | -5.3%-$37.7K |
| Pointe Capital Management LLC | $644.8K | 77,964 | 0.29% | 31q | -8.0%-$55.9K |
| SageView Advisory Group, LLC | $569.2K | 68,824 | 0.02% | 13q | +14.3%+$71.3K |
| Cetera Investment Advisers | $504.8K | 61,042 | 0.00% | 10q | +7.9%+$36.9K |
| STIFEL FINANCIAL CORP | $441.1K | 53,340 | 0.00% | 31q | +11.2%+$44.6K |
| Garden State Investment Advisory Services LLC | $427.1K | 51,645 | 0.08% | 15q | -2.5%-$10.8K |
| WCG Wealth Advisors LLC | $422.9K | 51,136 | 0.01% | 6q | HELD |
| NewEdge Advisors, LLC | $420.7K | 50,876 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $413.9K | 50,047 | 0.00% | 31q | +4.3%+$17.0K |
| RPO LLC | $342.7K | 41,442 | 1.13% | 3q | +113.2%+$181.9K |
| HighTower Advisors, LLC | $340.6K | 41,189 | 0.00% | 10q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $336.1K | 39,547 | 0.00% | 5q | +1.4%+$4.8K |
| LANARK FINANCIAL, INC. | $317.0K | 38,327 | 0.02% | 12q | +62.0%+$121.3K |
| David J Yvars Group | $313.3K | 37,882 | 0.15% | 14q | -5.9%-$19.6K |
| Baird Financial Group, Inc. | $300.2K | 36,296 | 0.00% | 6q | +3.4%+$9.9K |
| DECISION INVESTMENTS, INC | $283.7K | 34,307 | 0.26% | 3q | HELD |
| Sigma Planning Corp | $256.8K | 31,054 | 0.01% | 10q | -1.8%-$4.7K |
| Portfolio Strategies, Inc. | $255.7K | 30,921 | 0.03% | 4q | -3.2%-$8.6K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $248.1K | 30,000 | 0.15% | 7q | -40.0%-$165.4K |
| TRUIST FINANCIAL CORP | $235.2K | 28,436 | 0.00% | new | NEW |
| BOOTHBAY FUND MANAGEMENT, LLC | $234.1K | 28,310 | 0.00% | 3q | +33.4%+$58.6K |
| Formidable Asset Management, LLC | $233.5K | 28,583 | 0.04% | 18q | +0.7%+$1.7K |
| Stratos Wealth Advisors, LLC | $231.6K | 28,000 | 0.01% | 15q | HELD |
| Successful Portfolios LLC | $213.0K | 25,102 | 0.10% | 31q | HELD |
| Western Wealth Management, LLC | $211.9K | 25,619 | 0.01% | 8q | -1.1%-$2.4K |
| MGO ONE SEVEN LLC | $209.6K | 25,346 | 0.00% | new | NEW |
| Vestmark Advisory Solutions, Inc. | $206.8K | 25,000 | 0.00% | 3q | HELD |
| ELEVATION POINT WEALTH PARTNERS, LLC | $206.8K | 25,000 | 0.00% | 4q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $202.0K | 24,109 | 0.01% | 14q | +9.0%+$16.8K |
| HARBOUR INVESTMENTS, INC. | $200.5K | 24,249 | 0.00% | 5q | +92.9%+$96.6K |
| WESPAC Advisors, LLC | $198.5K | 24,000 | 0.10% | 7q | HELD |
| Kovack Advisors, Inc. | $196.1K | 23,450 | 0.01% | 3q | +4.8%+$8.9K |
| Closed-End Fund Advisors, Inc. | $193.2K | 23,364 | 0.19% | 3q | -8.3%-$17.6K |
| Harbour Wealth Management Group, Inc. | $192.0K | 23,212 | 0.13% | 3q | +1.6%+$2.9K |
| Prospera Financial Services Inc | $187.6K | 22,683 | 0.00% | 3q | HELD |
| CITADEL ADVISORS LLC | $176.7K | 21,372 | 0.00% | new | NEW |
| Allworth Financial LP | $166.4K | 20,117 | 0.00% | 5q | HELD |
| B. Riley Wealth Advisors, Inc. | $162.9K | 19,743 | 0.01% | 5q | +13.1%+$18.9K |
| Founders Financial Alliance, LLC | $158.4K | 19,153 | 0.02% | 4q | HELD |
| XTX Topco Ltd | $150.0K | 18,135 | 0.00% | 2q | +26.4%+$31.4K |
| WEALTH EFFECTS LLC | $147.2K | 17,796 | 0.04% | 19q | +18.0%+$22.5K |
| Everstar Asset Management, LLC | $140.2K | 16,955 | 0.07% | 8q | HELD |
| Ameritas Advisory Services, LLC | $139.6K | 16,878 | 0.00% | 10q | +17.0%+$20.3K |
| Strategic Financial Concepts, LLC | $137.3K | 16,600 | 0.04% | 2q | +3.1%+$4.1K |
| NWF Advisory Services Inc. | $134.8K | 16,300 | 0.01% | 6q | HELD |
| PRIMORIS WEALTH ADVISORS, LLC | $133.0K | 16,083 | 0.06% | 19q | HELD |
| GWN SECURITIES INC. | $129.5K | 15,655 | 0.02% | 5q | -21.4%-$35.1K |
| Summit Financial, LLC | $123.6K | 14,941 | 0.00% | 5q | -2.5%-$3.2K |
| FLAGSHIP HARBOR ADVISORS, LLC | $121.0K | 14,631 | 0.00% | 31q | -3.7%-$4.7K |
| ENVESTNET ASSET MANAGEMENT INC | $119.5K | 14,455 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $114.0K | 13,818 | 0.00% | new | NEW |
| Semus Wealth Partners LLC | $111.6K | 13,497 | 0.05% | 15q | -18.6%-$25.5K |
| PRINCIPAL SECURITIES, INC. | $111.4K | 13,474 | 0.00% | 11q | HELD |
| Procyon Advisors, LLC | $105.0K | 12,700 | 0.00% | 2q | HELD |
| Insight Advisors, LLC/ PA | $102.8K | 12,426 | 0.02% | 23q | +2.3%+$2.3K |
| MML INVESTORS SERVICES, LLC | $102.2K | 12,360 | 0.00% | 14q | HELD |
| Marshall Financial Group, LLC | $99.4K | 12,025 | 0.01% | 23q | HELD |
| World Investment Advisors | $94.1K | 11,435 | 0.00% | 3q | HELD |
| Diversified Enterprises, LLC | $94.0K | 11,363 | 0.00% | 8q | HELD |
| Kestra Advisory Services, LLC | $93.1K | 11,252 | 0.00% | 3q | +1.1%+$1.0K |
| KMT WEALTH MANAGEMENT, LLC | $92.9K | 11,230 | 0.08% | new | NEW |
| Liberty Capital Management, Inc. | $92.4K | 11,170 | 0.02% | 17q | -21.2%-$24.8K |
| Gladstone Institutional Advisory LLC | $91.7K | 11,090 | 0.00% | 15q | HELD |
| VISTA INVESTMENT PARTNERS II, LLC | $91.3K | 11,036 | 0.04% | 7q | HELD |
| GAMMA Investing LLC | $66.2K | 8,000 | 0.00% | 5q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $58.3K | 7,053 | 0.00% | 29q | +12.0%+$6.3K |
| CoreCap Advisors, LLC | $58.1K | 7,025 | 0.00% | 10q | +39.8%+$16.5K |
| Princeton Global Asset Management LLC | $47.6K | 5,752 | 0.01% | 29q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $31.0K | 3,750 | 0.00% | 3q | +7.1%+$2.1K |
| Creative Capital Management Investments LLC | $29.4K | 3,556 | 0.01% | 12q | HELD |
| Arax Advisory Partners | $25.2K | 3,050 | 0.00% | new | NEW |
| Colonial Trust Co / SC | $23.0K | 2,792 | 0.00% | 2q | HELD |
| Noble Wealth Management PBC | $20.7K | 2,500 | 0.01% | 6q | HELD |
| Geneos Wealth Management Inc. | $20.5K | 2,475 | 0.00% | 8q | HELD |
Showing the largest 100 of 122 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 118 | $114.6M | 13,855,571 | 13 | 39 | 25 | 0.0% |
| Q1 2026 | 113 | $115.3M | 14,112,196 | 9 | 39 | 26 | 0.0% |
| Q4 2025 | 115 | $130.9M | 14,830,870 | 13 | 32 | 36 | 0.0% |
| Q3 2025 | 105 | $124.6M | 13,856,383 | 11 | 31 | 25 | 0.0% |
| Q2 2025 | 97 | $120.1M | 13,289,015 | 18 | 23 | 31 | 0.0% |
| Q1 2025 | 85 | $107.8M | 12,741,131 | 8 | 30 | 17 | 0.0% |
| Q4 2024 | 90 | $102.6M | 11,025,317 | 11 | 24 | 20 | 0.0% |
| Q3 2024 | 75 | $97.9M | 10,641,809 | 6 | 20 | 18 | 0.0% |
| Q2 2024 | 79 | $97.0M | 11,047,551 | 5 | 26 | 22 | 0.0% |
| Q1 2024 | 87 | $102.4M | 12,255,931 | 15 | 21 | 22 | 0.0% |
| Q4 2023 | 79 | $85.1M | 10,848,952 | 4 | 17 | 25 | 0.0% |
| Q3 2023 | 83 | $69.6M | 9,062,091 | 11 | 24 | 17 | 0.0% |
| Q2 2023 | 76 | $65.4M | 7,955,089 | 5 | 20 | 21 | 0.0% |
| Q1 2023 | 79 | $61.1M | 7,691,382 | 10 | 14 | 25 | 0.0% |
| Q4 2022 | 77 | $59.0M | 7,872,325 | 16 | 22 | 20 | 0.0% |
| Q3 2022 | 78 | $69.8M | 8,437,843 | 5 | 37 | 14 | 0.0% |
| Q2 2022 | 86 | $67.4M | 8,032,588 | 5 | 36 | 14 | 0.0% |
| Q1 2022 | 88 | $78.3M | 7,923,583 | 16 | 33 | 14 | 0.0% |
| Q4 2021 | 86 | $85.1M | 7,960,617 | 13 | 26 | 14 | 0.0% |
| Q3 2021 | 79 | $81.8M | 7,647,835 | 2 | 25 | 23 | 0.0% |
| Q2 2021 | 87 | $90.8M | 7,877,540 | 8 | 30 | 19 | 0.0% |
| Q1 2021 | 86 | $89.2M | 8,273,455 | 10 | 24 | 22 | 0.0% |
| Q4 2020 | 87 | $81.6M | 7,871,068 | 14 | 28 | 22 | 0.0% |
| Q3 2020 | 71 | $70.6M | 7,368,402 | 13 | 26 | 14 | 0.0% |
| Q2 2020 | 63 | $69.0M | 7,215,223 | 3 | 22 | 19 | 0.0% |
| Q1 2020 | 81 | $68.0M | 8,168,130 | 17 | 23 | 17 | 0.0% |
| Q4 2019 | 71 | $69.8M | 7,480,663 | 5 | 21 | 18 | 0.0% |
| Q3 2019 | 72 | $73.8M | 7,987,373 | 8 | 23 | 16 | 0.0% |
| Q2 2019 | 71 | $79.4M | 8,445,410 | 6 | 24 | 22 | 0.0% |
| Q1 2019 | 70 | $81.2M | 8,836,490 | 7 | 25 | 18 | 0.0% |
| Q4 2018 | 79 | $90.4M | 11,132,154 | 1 | 1 | 2 | 0.0% |