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Disclosery

ETJ EATON VANCE RISK-MANAGED DIV

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COM (fund), issuer CIK 1395325

106 managers (106 13F filers) reported a position in ETJ shares at 2025-06-30, 14,137,542 shares in all. 19 filers opened a position and 6 filers sold out during the quarter.

Managers
106
13F filers
106
New
19
Added
27
Reduced
35
Sold out
6
Shares held by filers
14,137,542

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC2,193,740$19.8M0.01%+49,46213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,708,700$15.4M0.01%+107,01413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,175,003$10.6M0.02%+71,97113F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,102,606$9.97M0.08%-136,38913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY980,660$8.87M<0.01%+195,62713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.912,531$8.25M<0.01%+26,18713F-HRTimelineGroup
Cornerstone Advisors, LLC873,368$7.9M0.27%+253,65913F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.487,446$4.41M0.01%+60,00013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC401,249$3.63M<0.01%+19,78313F-HRTimelineGroup
Advisors Asset Management, Inc.325,269$2.94M0.05%+64,78713F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN306,986$2.78M<0.01%-9,01713F-HRTimelineGroup
Shaker Financial Services, LLC303,924$2.75M1%-215,33113F-HRTimeline
Financial Alternatives, Inc202,824$1.83M1.19%-10,43113F-HRTimeline
Creative Planningin group Creative Planning200,275$1.81M<0.01%-12,95713F-HRTimelineGroup
IHT Wealth Management, LLC186,704$1.69M0.05%-6,08513F-HRTimeline
Cambridge Investment Research Advisors,…181,450$1.64M<0.01%-16,65613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/152,490$1.38M<0.01%-29,85513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC114,629$1.04M0.03%-55,34213F-HRTimeline
Private Advisor Group, LLC106,421$962K0.01%-1,64913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA97,382$880K<0.01%+3,82113F-HR/ATimelineGroup
First Heartland Consultants, Inc.95,925$867K0.08%-12,91213F-HRTimeline
Ausdal Financial Partners, Inc.87,200$788K0.05%-6,12713F-HRTimeline
UBS Group AGin group UBS Group AG86,478$782K<0.01%+4,88213F-HRTimelineGroup
Advisory Services Network, LLC82,327$738K0.01%-1,70513F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC80,000$723K0.58%-10,00013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP73,890$668K<0.01%-4,50013F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC42,773$626K0.17%new13F-HRTimeline
Pointe Capital Management LLC68,626$620K0.32%+41813F-HRTimeline
CENTAURUS FINANCIAL, INC.68,318$618K0.04%-74213F-HRTimeline
Janney Montgomery Scott LLC66,920$605K<0.01%-3,74313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP58,247$527K<0.01%new13F-HRTimelineGroup
SageView Advisory Group, LLC58,001$520K0.02%+20,24813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC52,994$479K<0.01%-4,30813F-HRTimeline
WCG Wealth Advisors LLC50,686$458K0.03%+21,22413F-HRTimeline
Garden State Investment Advisory Servic…49,886$451K0.12%+3,77813F-HRTimeline
HighTower Advisors, LLC48,441$438K<0.01%-83613F-HRTimeline
NorthCoast Asset Management LLC46,892$424K<0.01%new13F-HRTimeline
READYSTATE ASSET MANAGEMENT LP45,607$412K0.02%-40,69513F-HRTimeline
ELCO Management Co., LLC43,520$393K0.21%-1,00013F-HRTimeline
NewEdge Advisors, LLC40,039$362K<0.01%-50013F-HRTimeline
LANARK FINANCIAL, INC.34,098$308K0.03%+10,28413F-HRTimeline
WESPAC Advisors, LLC33,500$303K0.21%013F-HRTimeline
David J Yvars Group33,180$300K0.18%+5,31613F-HRTimeline
Sigma Planning Corp32,264$292K0.01%-1,44613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…32,052$290K<0.01%new13F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.30,000$271K0.01%-1,20013F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management28,407$257K<0.01%new13F-HRTimelineGroup
Semus Wealth Partners LLC28,138$254K0.16%+20313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.28,016$253K<0.01%+9,58813F-HRTimelineGroup
Cetera Investment Advisers27,319$247K<0.01%+14713F-HRTimeline
Formidable Asset Management, LLC29,100$246K0.04%013F-HRTimeline
Successful Portfolios LLC26,476$239K0.15%013F-HRTimeline
Allworth Financial LP20,117$182K<0.01%new13F-HRTimeline
GWN SECURITIES INC.19,905$180K0.03%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC17,982$163K<0.01%-44413F-HRTimelineGroup
Steward Partners Investment Advisory, L…17,809$161K<0.01%-4313F-HRTimeline
Summit Financial, LLC17,675$160K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…17,156$155K0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,124$155K<0.01%new13F-HRTimelineGroup
Everstar Asset Management, LLC16,955$153K0.09%013F-HRTimeline
Atria Wealth Solutions, Inc.16,352$148K<0.01%new13F-HRTimeline
Liberty Capital Management, Inc.16,170$146K0.03%013F-HRTimeline
Strategic Financial Concepts, LLC16,100$146K0.02%013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC16,067$145K0.1%+313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,609$141K0.01%+2,00013F-HRTimeline
WEALTH EFFECTS LLC15,450$140K0.05%-2,79713F-HRTimeline
NWF Advisory Services Inc.15,300$138K0.02%013F-HRTimeline
Western Wealth Management, LLC14,761$133K0.01%+13713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC14,578$132K0.01%+19813F-HRTimeline
Kovack Advisors, Inc.13,247$120K0.01%new13F-HRTimeline
Catalina Capital Group, LLC13,172$119K0.08%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,142$119K<0.01%013F-HRTimelineGroup
Marshall Financial Group, LLC12,402$111K0.02%013F-HRTimeline
B. Riley Wealth Advisors, Inc.12,149$110K0.01%new13F-HRTimeline
Congress Park Capital LLC12,000$108K0.04%-3,00013F-HRTimeline
MML INVESTORS SERVICES, LLC11,910$108K<0.01%013F-HRTimeline
Diversified Enterprises, LLC11,675$106K0.01%-16913F-HRTimeline
Waverly Advisors, LLC11,560$105K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC11,509$104K0.01%013F-HRTimeline
Insight Advisors, LLC/ PA11,366$103K0.02%+25013F-HRTimeline
Gladstone Institutional Advisory LLC11,240$102K<0.01%013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC11,081$100K0.05%-26613F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP9,700$82.1K0.03%13F-HRTimeline
GAMMA Investing LLC8,000$72.3K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC7,590$68.6K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC6,760$61.1K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC5,752$52K0.01%013F-HRTimeline
Creative Capital Management Investments…4,694$42.4K0.02%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,296$38.8K<0.01%-23,69013F-HRTimelineGroup
Geneos Wealth Management Inc.3,855$34.8K<0.01%+1,38013F-HRTimeline
Parallel Advisors, LLC3,787$34.2K<0.01%-63813F-HRTimeline
MAI Capital Management3,197$28.9K<0.01%-93013F-HRTimeline
COMERICA BANK2,060$18.6K<0.01%+1213F-HRTimeline
PRIVATE TRUST CO NA2,000$18.1K<0.01%013F-HRTimeline
Manchester Capital Management LLC2,000$18.1K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC2,000$18.1K<0.01%-2,00013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,550$14K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,511$13.7K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC1,273$11.4K<0.01%-1013F-HRTimeline
TD Capital Management LLC1,023$9.25K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,000$9.04K<0.01%new13F-HRTimeline
Luminist Capital LLC697$6.29K0.01%013F-HRTimeline
WPG Advisers, LLC247$2.23K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10$90<0.01%new13F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC0$1<0.01%013F-HRTimelineAmount 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.