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Disclosery

ETJ EATON VANCE RISK-MANAGED DIV

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COM (fund), issuer CIK 1395325

119 managers (119 13F filers) reported a position in ETJ shares at 2025-12-31, 14,985,404 shares in all. 13 filers opened a position and 7 filers sold out during the quarter.

Managers
119
13F filers
119
New
13
Added
37
Reduced
44
Sold out
7
Shares held by filers
14,985,404

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LPL Financial LLC2,232,032$19.7M0.01%-3,73613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,902,639$16.8M0.01%+92,36213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,229,160$10.8M0.02%+38,59513F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,088,860$9.6M0.07%+184,72113F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.993,330$8.76M<0.01%-35,56713F-HRTimelineGroup
Cornerstone Advisors, LLC762,333$6.72M0.22%-207,08413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY693,493$6.12M<0.01%-191,46413F-HR/ATimelineGroup
Advisors Asset Management, Inc.438,453$3.87M0.06%+71,23713F-HR/ATimeline
Shaker Financial Services, LLC414,103$3.65M1.16%+48,10513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC408,309$3.6M<0.01%+11,55213F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.266,380$2.35M<0.01%-196,06613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN199,761$1.76M<0.01%-84,15513F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth198,759$1.75M<0.01%new13F-HRTimelineGroup
Financial Alternatives, Inc189,491$1.67M0.97%-3,75213F-HRTimeline
Cambridge Investment Research Advisors,…185,731$1.64M<0.01%+5,73013F-HRTimeline
Creative Planningin group Creative Planning176,434$1.56M<0.01%-6,69813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/173,157$1.53M<0.01%+2,81713F-HRTimelineGroup
IHT Wealth Management, LLC165,239$1.46M0.04%-5,88613F-HRTimeline
RPO LLC136,910$1.21M1.38%new13F-HRTimeline
READYSTATE ASSET MANAGEMENT LP134,063$1.18M0.05%+29,82113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP133,535$1.18M<0.01%-62113F-HRTimelineGroup
Private Advisor Group, LLC128,562$1.13M0.01%+7,22813F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC118,032$1.04M<0.01%+28,71013F-HRTimelineGroup
First Heartland Consultants, Inc.114,498$1.01M0.08%-93913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA112,136$989K<0.01%+5,01313F-HRTimelineGroup
UBS Group AGin group UBS Group AG100,198$884K<0.01%+19,84413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC96,133$848K0.02%-3,00013F-HRTimeline
PMG Family Office LLC95,158$839K0.97%-3,60213F-HRTimeline
Ausdal Financial Partners, Inc.87,046$768K0.04%-14213F-HRTimeline
Advisory Services Network, LLC85,908$758K0.01%+1,35313F-HRTimeline
CENTAURUS FINANCIAL, INC.74,036$653K0.03%+3,95613F-HRTimeline
&PARTNERS72,476$639K<0.01%new13F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC68,455$604K0.02%new13F-HRTimeline
Janney Montgomery Scott LLC66,840$590K<0.01%-77813F-HRTimeline
NewEdge Advisors, LLC61,112$539K<0.01%+18,37313F-HRTimeline
Pointe Capital Management LLC60,155$531K0.26%-8,88813F-HRTimeline
SageView Advisory Group, LLC59,691$526K0.02%+1,69013F-HRTimeline
Cetera Investment Advisers56,485$498K<0.01%+6,38613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP51,290$452K<0.01%-5,70013F-HRTimelineGroup
WCG Wealth Advisors LLC50,686$447K0.01%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC50,000$441K0.29%-30,00013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…48,508$431K<0.01%+15,48413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC48,718$430K<0.01%-4,25913F-HRTimeline
Garden State Investment Advisory Servic…45,688$403K0.1%-14313F-HRTimeline
Portfolio Strategies, Inc.42,066$371K0.04%-40913F-HRTimeline
David J Yvars Group41,930$370K0.2%+3,35513F-HRTimeline
ELCO Management Co., LLC41,693$368K0.23%-1,12513F-HRTimeline
HighTower Advisors, LLC41,181$363K<0.01%+18113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,522$313K<0.01%+11,34313F-HRTimelineGroup
DECISION INVESTMENTS, INC34,903$308K0.34%13F-HRTimeline
Arlington Capital Management, Inc.34,118$301K0.18%-1,09513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Baird Financial Group, Inc.in group Baird Financial Group, Inc.32,835$290K<0.01%-2,14413F-HRTimelineGroup
Sigma Planning Corp31,560$278K0.01%-23613F-HRTimeline
Formidable Asset Management, LLC28,240$254K0.04%-1,06213F-HRTimeline
Successful Portfolios LLC27,602$247K0.13%+2,50013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.28,000$247K0.01%-2,00013F-HRTimelineGroup
Closed-End Fund Advisors, Inc.25,416$224K0.13%13F-HRTimeline
Vestmark Advisory Solutions, Inc.25,000$220K<0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC25,000$220K0.01%013F-HRTimeline
Everstar Asset Management, LLC19,786$218K0.12%+2,83113F-HRTimeline
Western Wealth Management, LLC24,548$217K0.01%+10,65013F-HRTimeline
WESPAC Advisors, LLC24,000$212K0.11%-9,50013F-HRTimeline
Harbour Wealth Management Group, Inc.22,790$201K0.16%13F-HRTimeline
Almitas Capital LLC20,661$182K0.04%new13F-HRTimeline
Allworth Financial LP20,117$177K<0.01%-1,62013F-HRTimeline
GWN SECURITIES INC.19,905$176K0.04%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…18,609$164K0.01%+3,00013F-HRTimeline
LANARK FINANCIAL, INC.18,494$163K0.01%-5,29813F-HRTimeline
Founders Financial Alliance, LLC18,357$162K0.03%+1,98313F-HRTimeline
Steward Partners Investment Advisory, L…18,028$159K<0.01%+21913F-HRTimeline
Semus Wealth Partners LLC16,428$145K0.08%-2,15613F-HRTimeline
NWF Advisory Services Inc.16,300$144K0.02%013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC16,075$142K0.08%+413F-HRTimeline
Kovack Advisors, Inc.16,052$142K0.01%new13F-HR/ATimeline
Prospera Financial Services Inc15,721$139K<0.01%new13F-HRTimeline
Summit Financial, LLC15,325$135K<0.01%-7,92013F-HRTimeline
WEALTH EFFECTS LLC15,150$134K0.04%-30013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC14,977$132K0.01%+20313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…14,428$127K<0.01%-3,72813F-HRTimelineGroup
Liberty Capital Management, Inc.14,170$125K0.02%-2,00013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,474$119K<0.01%-3,69613F-HRTimelineGroup
Catalina Capital Group, LLC13,270$117K0.07%+9813F-HRTimeline
B. Riley Wealth Advisors, Inc.12,360$109K0.01%+3213F-HRTimeline
MML INVESTORS SERVICES, LLC12,360$109K<0.01%+45013F-HRTimeline
Marshall Financial Group, LLC12,025$106K0.02%013F-HRTimeline
Insight Advisors, LLC/ PA11,871$105K0.02%+25713F-HRTimeline
Waverly Advisors, LLC11,560$102K<0.01%013F-HRTimeline
Diversified Enterprises, LLC11,353$100K0.01%-5113F-HRTimeline
World Investment Advisors11,330$99.9K<0.01%new13F-HR/ATimeline
Gladstone Institutional Advisory LLC11,090$97.8K<0.01%-15013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC11,036$97.3K0.04%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,002$97K<0.01%new13F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.10,782$95.1K<0.01%new13F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…10,613$93.6K0.01%new13F-HRTimelineGroup
GAMMA Investing LLC8,000$70.6K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC7,590$66.9K<0.01%013F-HRTimeline
CoreCap Advisors, LLC6,760$59.6K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,574$58K<0.01%+5,57413F-HRTimeline
Princeton Global Asset Management LLC5,752$50.7K0.01%013F-HRTimeline
Creative Capital Management Investments…4,694$41.4K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,296$37.9K<0.01%013F-HR/ATimelineGroup
MAI Capital Management3,339$29.5K<0.01%+7213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,030$26.7K<0.01%-6,80813F-HR/ATimelineGroup
Noble Wealth Management PBC2,500$22.1K0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,475$21.8K<0.01%013F-HRTimeline
COMERICA BANK2,052$18.1K<0.01%-113F-HRTimeline
PRIVATE TRUST CO NA2,000$17.6K<0.01%013F-HRTimeline
Manchester Capital Management LLC2,000$17.6K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC2,000$17.6K<0.01%013F-HRTimeline
CITY HOLDING CO1,700$15K<0.01%-4,30013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,700$15K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,578$13.9K<0.01%+3413F-HRTimeline
Smartleaf Asset Management LLC1,254$11.1K<0.01%-1913F-HRTimeline
TD Capital Management LLC1,023$9.02K<0.01%013F-HRTimeline
Luminist Capital LLC697$6.15K0.01%013F-HRTimeline
GoalVest Advisory LLC560$4.94K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC500$4.41K<0.01%013F-HRTimeline
Parallel Advisors, LLC230$2.04K<0.01%-2,37013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4$35<0.01%-613F-HRTimelineGroup