Skip to content
Disclosery

ETJ EATON VANCE RISK-MANAGED DIV

Follow

COM (common), issuer CIK 1395325

123 managers (123 13F filers) reported a position in ETJ shares at 2026-06-30, 14,432,877 shares in all. 12 filers opened a position and 8 filers sold out during the quarter.

Managers
123
13F filers
123
New
12
Added
47
Reduced
28
Sold out
8
Shares held by filers
14,432,877

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC2,333,233$19.3M<0.01%+94,97813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,992,486$16.5M<0.01%+56,29613F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,400,673$11.6M0.07%+252,54013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,260,719$10.4M0.01%+49,99513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.877,603$7.26M<0.01%-78,70613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY738,664$6.11M<0.01%+12,91413F-HRTimelineGroup
Advisors Asset Management, Inc.481,799$3.98M0.06%-3,81213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC444,704$3.68M<0.01%+16,88113F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.221,380$1.83M<0.01%-20,00013F-HRTimelineGroup
Shaker Financial Services, LLC206,902$1.71M0.54%-40,51813F-HRTimeline
Cambridge Investment Research Advisors,…203,865$1.69M<0.01%+12,92513F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth191,837$1.59M<0.01%-33,85513F-HRTimelineGroup
Financial Alternatives, Inc180,120$1.49M0.73%-8,54513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN176,273$1.46M<0.01%-79513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/160,363$1.33M<0.01%+40913F-HRTimelineGroup
&PARTNERS156,301$1.29M0.01%+7,01513F-HRTimeline
Private Advisor Group, LLC150,552$1.25M0.01%+15,59513F-HRTimeline
IHT Wealth Management, LLC148,488$1.23M0.03%-7,51713F-HRTimeline
Steward Partners Investment Advisory, L…145,117$1.2M0.01%+24,50113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP133,176$1.1M<0.01%013F-HRTimelineGroup
First Heartland Consultants, Inc.129,146$1.07M0.07%+3,90513F-HRTimeline
Advisory Services Network, LLC121,745$1.01M0.01%+29,74913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA119,235$986K<0.01%+2,91613F-HRTimelineGroup
Creative Planningin group Creative Planning118,544$980K<0.01%-31,93513F-HRTimelineGroup
PMG Family Office LLC108,555$898K0.83%+7,29713F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC98,648$816K<0.01%-35,33413F-HRTimelineGroup
UBS Group AGin group UBS Group AG94,020$778K<0.01%+1,72313F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC81,025$670K0.01%-11,09813F-HRTimeline
Ausdal Financial Partners, Inc.80,800$668K0.03%-4,56013F-HRTimeline
Pointe Capital Management LLC77,964$645K0.29%-6,75813F-HRTimeline
CENTAURUS FINANCIAL, INC.74,527$616K0.02%-42013F-HRTimeline
SageView Advisory Group, LLC68,824$569K0.02%+8,62613F-HRTimeline
Janney Montgomery Scott LLC66,304$548K<0.01%+4,24413F-HRTimeline
Cetera Investment Advisers61,042$505K<0.01%+4,46713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP53,340$441K<0.01%+5,38813F-HRTimelineGroup
Garden State Investment Advisory Servic…51,645$427K0.08%-1,30013F-HRTimeline
WCG Wealth Advisors LLC51,136$423K0.01%013F-HRTimeline
NewEdge Advisors, LLC50,876$421K<0.01%-7,43613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC50,047$414K<0.01%+2,05613F-HRTimeline
RPO LLC41,442$343K1.41%+22,00013F-HRTimeline
HighTower Advisors, LLC41,189$341K<0.01%+413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…39,547$336K<0.01%+56413F-HRTimeline
LANARK FINANCIAL, INC.38,327$317K0.02%+14,67113F-HRTimeline
David J Yvars Group37,882$313K0.15%-2,36413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.36,296$300K<0.01%+1,19513F-HRTimelineGroup
DECISION INVESTMENTS, INC34,307$284K0.26%-13613F-HRTimeline
Sigma Planning Corp31,054$257K0.01%-56713F-HRTimeline
Portfolio Strategies, Inc.30,921$256K0.03%-1,03513F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC30,000$248K0.15%-20,00013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,436$235K<0.01%new13F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC28,310$234K<0.01%+7,08313F-HRTimeline
Formidable Asset Management, LLC28,583$234K0.04%+21213F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.28,000$232K0.01%013F-HRTimelineGroup
Successful Portfolios LLC25,102$213K0.1%013F-HRTimeline
Western Wealth Management, LLC25,619$212K0.01%-29613F-HRTimeline
MGO ONE SEVEN LLC25,346$210K<0.01%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.25,000$207K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC25,000$207K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…24,109$202K0.01%+2,00013F-HRTimeline
HARBOUR INVESTMENTS, INC.24,249$201K<0.01%+11,67513F-HRTimeline
WESPAC Advisors, LLC24,000$198K0.1%013F-HRTimeline
Kovack Advisors, Inc.23,450$196K0.01%+1,06413F-HRTimeline
Closed-End Fund Advisors, Inc.23,364$193K0.19%-2,12513F-HRTimeline
Harbour Wealth Management Group, Inc.23,212$192K0.13%+35613F-HRTimeline
Prospera Financial Services Inc22,683$188K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,372$177K<0.01%new13F-HRTimelineGroup
Allworth Financial LP20,117$166K<0.01%013F-HRTimeline
B. Riley Wealth Advisors, Inc.19,743$163K0.01%+2,28813F-HRTimeline
Founders Financial Alliance, LLC19,153$158K0.02%+3113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd18,135$150K<0.01%+3,79113F-HRTimelineGroup
WEALTH EFFECTS LLC17,796$147K0.04%+2,72113F-HRTimeline
Everstar Asset Management, LLC16,955$140K0.07%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…16,878$140K<0.01%+2,45013F-HRTimelineGroup
Strategic Financial Concepts, LLC16,600$137K0.04%+50013F-HRTimeline
NWF Advisory Services Inc.16,300$135K0.01%013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC16,083$133K0.06%+413F-HRTimeline
GWN SECURITIES INC.15,655$129K0.02%-4,25013F-HRTimeline
Summit Financial, LLC14,941$124K<0.01%-38813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC14,631$121K<0.01%-56413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,455$120K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,818$114K<0.01%new13F-HRTimelineGroup
Semus Wealth Partners LLC13,497$112K0.05%-3,08913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,474$111K<0.01%013F-HRTimelineGroup
Procyon Advisors, LLC12,700$105K<0.01%013F-HRTimeline
Insight Advisors, LLC/ PA12,426$103K0.02%+28213F-HRTimeline
MML INVESTORS SERVICES, LLC12,360$102K<0.01%013F-HRTimeline
Marshall Financial Group, LLC12,025$99.4K0.01%013F-HRTimeline
World Investment Advisors11,435$94.1K<0.01%013F-HRTimeline
Diversified Enterprises, LLC11,363$94K<0.01%-5613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,252$93.1K<0.01%+12113F-HRTimelineGroup
Kingsbury Capital Investment Advisors L…11,230$92.9K0.08%+25513F-HRTimeline
KMT WEALTH MANAGEMENT, LLC11,230$92.9K0.08%new13F-HRTimeline
Liberty Capital Management, Inc.11,170$92.4K0.02%13F-HRTimeline
Gladstone Institutional Advisory LLC11,090$91.7K<0.01%013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC11,036$91.3K0.04%013F-HRTimeline
GAMMA Investing LLC8,000$66.2K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,053$58.3K<0.01%+75713F-HRTimelineGroup
CoreCap Advisors, LLC7,025$58.1K<0.01%+2,00013F-HRTimeline
Princeton Global Asset Management LLC5,752$47.6K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,750$31K<0.01%+25013F-HRTimeline
Creative Capital Management Investments…3,556$29.4K0.01%013F-HRTimeline
Arax Advisory Partners3,050$25.2K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,792$23K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC2,500$20.7K0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,475$20.5K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,159$17.9K<0.01%+62913F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,084$17.2K<0.01%013F-HRTimelineGroup
Institute for Wealth Management, LLC.2,005$16.6K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA2,000$16.5K<0.01%013F-HRTimeline
Manchester Capital Management LLC2,000$16.5K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC2,000$16.5K<0.01%013F-HRTimeline
Larson Financial Group LLC1,750$14.5K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,652$13.7K<0.01%+3813F-HRTimeline
Smartleaf Asset Management LLC1,254$10.4K<0.01%013F-HRTimeline
TD Capital Management LLC1,023$8.46K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC967$8K<0.01%new13F-HRTimeline
Luminist Capital LLC697$5.76K0.01%new13F-HRTimeline
GoalVest Advisory LLC560$4.63K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC500$4.13K<0.01%013F-HRTimeline
Parallel Advisors, LLC230$1.91K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS10$83<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7$58<0.01%013F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.