ETJ institutional holders

EATON VANCE RISK-MANAGED DIV · 13F, 2026Q2

Managers holding122
Shares held14,636,742
Reported value$121.1m
Quarter flows13 new, 47 added, 28 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC2,333,233$19.3m0.0%
RAYMOND JAMES FINANCIAL INC1,992,486$16.5m0.0%
GUGGENHEIM CAPITAL LLC1,400,673$11.6m0.1%
OSAIC HOLDINGS, INC.1,260,719$10.4m0.0%
Invesco Ltd.877,603$7.3m0.0%
MORGAN STANLEY738,664$6.1m0.0%
Advisors Asset Management, Inc.481,799$4.0m0.1%
AMERIPRISE FINANCIAL INC444,704$3.7m0.0%
Cambridge Investment Research Advisors, Inc.407,730$3.4m0.0%
COHEN & STEERS, INC.221,380$1.8m0.0%
Shaker Financial Services, LLC206,902$1.7m0.5%
Focus Partners Wealth191,837$1.6m0.0%
Financial Alternatives, Inc180,120$1.5m0.7%
WELLS FARGO & COMPANY/MN176,273$1.5m0.0%
BANK OF AMERICA CORP /DE/160,363$1.3m0.0%
&PARTNERS156,301$1.3m0.0%
Private Advisor Group, LLC150,552$1.2m0.0%
IHT Wealth Management, LLC148,488$1.2m0.0%
Steward Partners Investment Advisory, LLC145,117$1.2m0.0%
TWO SIGMA INVESTMENTS, LP133,176$1.1m0.0%
First Heartland Consultants, Inc.129,146$1.1m0.1%
Advisory Services Network, LLC121,745$1.0m0.0%
ROYAL BANK OF CANADA119,235$986,0000.0%
Creative Planning118,544$980,3620.0%
PMG Family Office LLC108,555$897,7500.8%

Every holder, line by line, and the full history since 2013: yf.Client().holders("ETJ"). ETJ price history · All 13F data

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