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Disclosery

ETJ EATON VANCE RISK-MANAGED DIV

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COM (fund), issuer CIK 1395325

98 managers (98 13F filers) reported a position in ETJ shares at 2024-12-31, 12,084,471 shares in all. 11 filers opened a position and 3 filers sold out during the quarter.

Managers
98
13F filers
98
New
11
Added
32
Reduced
24
Sold out
3
Shares held by filers
12,084,471

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,476,861$13.7M0.01%13F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,308,364$12.2M0.1%+307,47913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,032,556$9.61M0.02%+31,37213F-HR/ATimelineGroup
LPL Financial LLC906,273$8.44M<0.01%+21,13213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.834,656$7.77M<0.01%+33,82913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY788,301$7.34M<0.01%+7,08713F-HR/ATimelineGroup
Janney Montgomery Scott LLC471,557$4.39M0.01%+32,30313F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.442,446$4.12M0.01%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC358,283$3.34M<0.01%-5,93213F-HRTimelineGroup
Cornerstone Advisors, LLC350,675$3.26M0.13%-551,26513F-HRTimeline
Advisors Asset Management, Inc.345,428$3.22M0.06%-43,58313F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN303,268$2.82M<0.01%+82,45113F-HRTimelineGroup
Shaker Financial Services, LLC282,970$2.63M1.01%+211,36513F-HRTimeline
Financial Alternatives, Inc257,631$2.4M1.69%-2,85613F-HRTimeline
Maxwell Wealth Strategies Inc.215,199$2M0.82%-74713F-HRTimeline
IHT Wealth Management, LLC199,537$1.86M0.06%-79,78713F-HRTimeline
Cambridge Investment Research Advisors,…196,088$1.83M0.01%-42,64413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/166,175$1.55M<0.01%+3,03313F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC159,711$1.49M0.05%+26,10213F-HRTimeline
Private Advisor Group, LLC104,241$970K0.01%-91513F-HRTimeline
First Heartland Consultants, Inc.102,872$958K0.1%+8,67513F-HRTimeline
Ausdal Financial Partners, Inc.92,622$862K0.07%+7,82513F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC90,000$838K0.65%13F-HRTimeline
Advisory Services Network, LLC83,450$777K0.01%-24,87813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA81,820$762K<0.01%+1,60613F-HRTimelineGroup
Pointe Capital Management LLC72,297$673K0.39%+3,71813F-HR/ATimeline
CENTAURUS FINANCIAL, INC.70,347$655K0.04%+7913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP69,990$652K<0.01%+89913F-HRTimelineGroup
Independent Advisor Alliance63,400$590K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG60,178$560K<0.01%+27413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC52,033$484K<0.01%-2,76613F-HRTimeline
HighTower Advisors, LLC48,149$448K<0.01%+22713F-HRTimeline
ELCO Management Co., LLC47,595$443K0.23%+12,16213F-HRTimeline
Garden State Investment Advisory Servic…46,464$433K0.13%-48213F-HRTimeline
NewEdge Advisors, LLC41,145$383K<0.01%-1,20013F-HRTimeline
SageView Advisory Group, LLC33,703$314K0.01%+9813F-HRTimeline
WESPAC Advisors, LLC33,500$312K0.23%new13F-HRTimeline
Cetera Investment Advisers32,886$306K<0.01%+13113F-HRTimeline
Semus Wealth Partners LLC31,995$298K0.2%-9,58513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding31,200$290K-10,578Timeline
Everstar Asset Management, LLC31,055$289K0.2%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC30,609$285K0.02%013F-HRTimeline
Sigma Planning Corp30,372$283K0.01%+28213F-HRTimeline
Formidable Asset Management, LLC28,912$269K0.04%+18013F-HRTimeline
GWN SECURITIES INC.27,960$259K0.07%13F-HRTimeline
Successful Portfolios LLC26,476$246K0.16%-1,03513F-HRTimeline
Strategic Financial Concepts, LLC26,100$243K0.05%-2,00013F-HR/ATimeline
Syverson Strege & Co25,904$241K0.08%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…25,415$237K<0.01%+3,91613F-HRTimelineGroup
PRIMORIS WEALTH ADVISORS, LLC21,453$200K0.15%+313F-HRTimeline
Atria Wealth Solutions, Inc.20,594$192K<0.01%new13F-HRTimeline
Sheaff Brock Investment Advisors, LLC20,117$187K0.02%+70013F-HRTimeline
Global Assets Advisory, LLC19,350$179K0.1%+5,00013F-HRTimeline
TWO SIGMA SECURITIES, LLC18,796$175K0.03%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC18,426$172K<0.01%-84313F-HRTimelineGroup
WEALTH EFFECTS LLC18,247$170K0.06%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP17,633$164K0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…17,156$160K0.01%-50013F-HRTimelineGroup
Steward Partners Investment Advisory, L…16,864$157K<0.01%+3,53313F-HRTimeline
Liberty Capital Management, Inc.16,170$151K0.03%013F-HRTimeline
David J Yvars Group15,865$148K0.09%+29613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC15,833$147K0.01%-42213F-HRTimeline
Congress Park Capital LLC15,000$140K0.05%013F-HRTimeline
Western Wealth Management, LLC14,490$135K0.01%+2,12313F-HR/ATimeline
Diversified Enterprises, LLC13,538$126K0.01%-3113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,609$126K0.01%-157,78013F-HRTimeline
Marshall Financial Group, LLC12,402$115K0.03%013F-HRTimeline
MML INVESTORS SERVICES, LLC12,400$115K<0.01%013F-HRTimeline
Waverly Advisors, LLC11,710$109K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC11,509$107K0.01%013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC11,347$106K0.06%13F-HRTimeline
Gladstone Institutional Advisory LLC11,240$105K<0.01%-4,29613F-HRTimeline
FLC Capital Advisors11,135$104K0.02%new13F-HRTimeline
Insight Advisors, LLC/ PA10,800$101K0.02%+15013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP9,700$90.3K0.02%013F-HRTimeline
CoreCap Advisors, LLC6,760$62.9K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC5,752$53.6K0.01%013F-HRTimeline
Creative Capital Management Investments…4,694$43.7K0.02%013F-HRTimeline
Parallel Advisors, LLC4,304$40.1K<0.01%+8413F-HRTimeline
MAI Capital Management4,059$37.8K<0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC4,000$37.2K0.01%013F-HRTimeline
Noble Wealth Management PBC2,500$23.3K0.02%13F-HRTimeline
Geneos Wealth Management Inc.2,475$23K<0.01%013F-HRTimeline
COMERICA BANK2,048$19.1K<0.01%013F-HR/ATimeline
PRIVATE TRUST CO NA2,000$18.6K<0.01%013F-HRTimeline
Manchester Capital Management LLC2,000$18.6K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC1,800$16.8K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,550$14.4K<0.01%013F-HRTimeline
Pathway Financial Advisers, LLC1,462$13.6K<0.01%-11,71813F-HRTimeline
Smartleaf Asset Management LLC1,283$11.9K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,100$10.1K<0.01%new13F-HRTimelineGroup
CURIO WEALTH, LLC1,021$9.51K0.01%13F-HRTimeline
Luminist Capital LLC697$6.49K0.01%13F-HRTimeline
WPG Advisers, LLC693$6.45K0.01%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…200$1.86K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.20$1950.02%-20,79213F-HRTimeline
CBIZ Investment Advisory Services, LLC0$1<0.01%-1913F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.