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Disclosery

ETJ EATON VANCE RISK-MANAGED DIV

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COM (fund), issuer CIK 1395325

94 managers (94 13F filers) reported a position in ETJ shares at 2025-03-31, 13,596,958 shares in all. 8 filers opened a position and 10 filers sold out during the quarter.

Managers
94
13F filers
94
New
8
Added
33
Reduced
23
Sold out
10
Shares held by filers
13,596,958

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LPL Financial LLC2,144,278$18.1M0.01%+1,238,00513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,601,686$13.6M0.01%+124,82513F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,238,995$10.5M0.1%-69,36913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,103,032$9.33M0.02%+70,47613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.886,344$7.5M<0.01%+51,68813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY785,033$6.64M<0.01%-3,26813F-HRTimelineGroup
Cornerstone Advisors, LLC619,709$5.24M0.23%+269,03413F-HRTimeline
Shaker Financial Services, LLC519,255$4.39M1.71%+236,28513F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.427,446$3.62M0.01%-15,00013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC381,466$3.23M<0.01%+23,18313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN316,003$2.67M<0.01%+12,73513F-HRTimelineGroup
Advisors Asset Management, Inc.260,482$2.2M0.04%-84,94613F-HR/ATimeline
Financial Alternatives, Inc213,255$1.8M1.29%-44,37613F-HRTimeline
Creative Planningin group Creative Planning213,232$1.8M<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…198,106$1.68M0.01%+2,01813F-HRTimeline
IHT Wealth Management, LLC192,789$1.63M0.05%-6,74813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/182,345$1.54M<0.01%+16,17013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC169,971$1.44M0.05%+10,26013F-HRTimeline
First Heartland Consultants, Inc.108,837$921K0.1%+5,96513F-HRTimeline
Private Advisor Group, LLC108,070$914K0.01%+3,82913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA93,561$792K<0.01%+11,74113F-HR/ATimelineGroup
Ausdal Financial Partners, Inc.93,327$790K0.06%+70513F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC90,000$761K0.69%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP86,302$730K0.04%+68,66913F-HRTimeline
Advisory Services Network, LLC84,032$711K0.01%+58213F-HRTimeline
UBS Group AGin group UBS Group AG81,596$690K<0.01%+21,41813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP78,390$663K<0.01%+8,40013F-HRTimelineGroup
Janney Montgomery Scott LLC70,663$598K<0.01%-400,89413F-HRTimeline
CENTAURUS FINANCIAL, INC.69,060$584K0.04%-1,28713F-HRTimeline
Pointe Capital Management LLC68,208$577K0.34%-4,08913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC57,302$485K<0.01%+5,26913F-HRTimeline
HighTower Advisors, LLC49,277$417K<0.01%+1,12813F-HRTimeline
Garden State Investment Advisory Servic…46,108$390K0.12%-35613F-HRTimeline
ELCO Management Co., LLC44,520$377K0.21%-3,07513F-HRTimeline
NewEdge Advisors, LLC40,539$343K<0.01%-60613F-HRTimeline
SageView Advisory Group, LLC37,753$319K0.01%+4,05013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…36,633$310K0.03%new13F-HRTimelineGroup
Sigma Planning Corp33,710$285K0.01%+3,33813F-HRTimeline
WESPAC Advisors, LLC33,500$283K0.23%013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.31,200$264K0.01%013F-HRTimelineGroup
Global Assets Advisory, LLC30,442$256K0.05%+11,09213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC29,929$253K0.02%-68013F-HRTimeline
WCG Wealth Advisors LLC29,462$249K0.02%new13F-HR/ATimeline
Formidable Asset Management, LLC29,100$246K0.04%+18813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…27,986$237K<0.01%+2,57113F-HRTimelineGroup
Semus Wealth Partners LLC27,935$236K0.16%-4,06013F-HRTimeline
David J Yvars Group27,864$236K0.19%+11,99913F-HRTimeline
Cetera Investment Advisers27,172$230K<0.01%-5,71413F-HRTimeline
Successful Portfolios LLC26,476$224K0.15%013F-HRTimeline
LANARK FINANCIAL, INC.23,814$201K0.02%+23,79413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC18,426$172K<0.01%013F-HRTimelineGroup
Sheaff Brock Investment Advisors, LLC20,117$170K0.02%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…17,156$160K0.01%013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.18,428$156K<0.01%new13F-HRTimelineGroup
WEALTH EFFECTS LLC18,247$154K0.06%013F-HRTimeline
Steward Partners Investment Advisory, L…17,852$151K<0.01%+98813F-HRTimeline
Everstar Asset Management, LLC16,955$143K0.1%-14,10013F-HR/ATimeline
Liberty Capital Management, Inc.16,170$137K0.03%013F-HRTimeline
Strategic Financial Concepts, LLC16,100$136K0.03%-10,00013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC16,064$136K0.11%-5,38913F-HRTimeline
NWF Advisory Services Inc.15,300$129K0.02%new13F-HRTimeline
Congress Park Capital LLC15,000$127K0.05%013F-HRTimeline
Western Wealth Management, LLC14,624$124K0.01%+13413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC14,380$122K0.01%-1,45313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,609$115K0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,142$111K<0.01%new13F-HRTimelineGroup
Marshall Financial Group, LLC12,402$105K0.02%013F-HRTimeline
MML INVESTORS SERVICES, LLC11,910$101K<0.01%-49013F-HRTimeline
Diversified Enterprises, LLC11,844$100K0.01%-1,69413F-HRTimeline
Waverly Advisors, LLC11,560$97.8K<0.01%-15013F-HRTimeline
GPS Wealth Strategies Group, LLC11,509$97.4K0.01%013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC11,347$96K0.05%013F-HRTimeline
Gladstone Institutional Advisory LLC11,240$95.1K<0.01%013F-HRTimeline
FLC Capital Advisors11,135$94.2K0.02%013F-HRTimeline
Insight Advisors, LLC/ PA11,116$94K0.02%+31613F-HRTimeline
Elequin Capital, LP9,795$82.9K0.02%new13F-HRTimeline
CoreCap Advisors, LLC6,760$57.2K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC5,752$48.7K0.01%013F-HRTimeline
Creative Capital Management Investments…4,694$39.7K0.02%013F-HRTimeline
Parallel Advisors, LLC4,425$37.4K<0.01%+12113F-HRTimeline
MAI Capital Management4,127$34.9K<0.01%+6813F-HRTimeline
HOEY INVESTMENTS, INC4,000$33.8K0.01%013F-HRTimeline
Noble Wealth Management PBC2,500$21.1K0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,475$20.9K<0.01%013F-HRTimeline
COMERICA BANK2,048$17.3K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,000$16.9K<0.01%013F-HRTimeline
Manchester Capital Management LLC2,000$16.9K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,550$13.1K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,283$10.9K<0.01%013F-HRTimeline
TD Capital Management LLC1,023$8.65K<0.01%new13F-HRTimeline
Luminist Capital LLC697$5.92K0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC0$1<0.01%013F-HR/ATimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC1$9.51K-1,02013F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.