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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 2026-03-31, 14,145,919 shares in all. 9 filers opened a position and 8 filers sold out during the quarter.

Managers
119
13F filers
119
New
9
Added
51
Reduced
32
Sold out
8
Shares held by filers
14,145,919

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC2,238,255$18.3M<0.01%+6,22313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,936,190$15.8M<0.01%+33,55113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,210,724$9.89M0.01%-18,43613F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,148,133$9.38M0.07%+59,27313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.956,309$7.81M<0.01%-37,02113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY725,750$5.93M<0.01%+32,25713F-HRTimelineGroup
Advisors Asset Management, Inc.485,611$3.97M0.07%+47,15813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC427,823$3.48M<0.01%+19,51413F-HR/ATimelineGroup
Shaker Financial Services, LLC247,420$2.02M0.7%-166,68313F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.241,380$1.97M<0.01%-25,00013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth225,692$1.84M<0.01%+26,93313F-HRTimelineGroup
Cambridge Investment Research Advisors,…190,940$1.56M<0.01%+5,20913F-HRTimeline
Financial Alternatives, Inc188,665$1.54M0.83%-82613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN177,068$1.45M<0.01%-22,69313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/159,954$1.31M<0.01%-13,20313F-HRTimelineGroup
IHT Wealth Management, LLC156,005$1.27M0.03%-9,23413F-HRTimeline
Creative Planningin group Creative Planning150,479$1.23M<0.01%-25,95513F-HRTimelineGroup
&PARTNERS149,286$1.22M0.01%+76,81013F-HRTimeline
Private Advisor Group, LLC134,957$1.1M0.01%+6,39513F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC133,982$1.09M<0.01%+15,95013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP133,176$1.09M<0.01%-35913F-HRTimelineGroup
First Heartland Consultants, Inc.125,241$1.02M0.08%+10,74313F-HRTimeline
Steward Partners Investment Advisory, L…120,616$985K0.01%+102,58813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA116,319$951K<0.01%+4,18313F-HRTimelineGroup
PMG Family Office LLC101,258$827K0.92%+6,10013F-HRTimeline
UBS Group AGin group UBS Group AG92,297$754K<0.01%-7,90113F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC92,123$753K0.02%-4,01013F-HR/ATimeline
Advisory Services Network, LLC91,996$752K0.01%+6,08813F-HRTimeline
Ausdal Financial Partners, Inc.85,360$697K0.03%-1,68613F-HRTimeline
Pointe Capital Management LLC84,722$692K0.34%+24,56713F-HRTimeline
CENTAURUS FINANCIAL, INC.74,947$612K0.03%+91113F-HRTimeline
Independent Advisor Alliance69,048$564K0.01%new13F-HRTimeline
Janney Montgomery Scott LLC62,060$507K<0.01%-4,78013F-HRTimeline
SageView Advisory Group, LLC60,198$492K0.02%+50713F-HRTimeline
NewEdge Advisors, LLC58,312$476K<0.01%-2,80013F-HR/ATimeline
Cetera Investment Advisers56,575$462K<0.01%+9013F-HRTimeline
Garden State Investment Advisory Servic…52,945$433K0.1%+7,25713F-HRTimeline
WCG Wealth Advisors LLC51,136$418K0.01%+45013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC50,000$408K0.26%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC47,991$392K<0.01%-72713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP47,952$392K<0.01%-3,33813F-HRTimelineGroup
HighTower Advisors, LLC41,185$336K<0.01%+413F-HRTimeline
David J Yvars Group40,246$329K0.18%-1,68413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…38,983$315K<0.01%-9,52513F-HRTimeline
ELCO Management Co., LLC38,143$312K0.15%-3,55013F-HRTimeline
Arlington Capital Management, Inc.35,843$293K0.17%+1,72513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.35,101$287K<0.01%+2,26613F-HRTimelineGroup
DECISION INVESTMENTS, INC34,443$281K0.32%-46013F-HRTimeline
Portfolio Strategies, Inc.31,956$261K0.03%-10,11013F-HRTimeline
Sigma Planning Corp31,621$258K0.01%+6113F-HRTimeline
Formidable Asset Management, LLC28,371$250K0.04%+13113F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.28,000$229K0.01%013F-HRTimelineGroup
Western Wealth Management, LLC25,915$212K0.01%+1,36713F-HR/ATimeline
Closed-End Fund Advisors, Inc.25,489$208K0.21%+7313F-HRTimeline
Vestmark Advisory Solutions, Inc.25,000$204K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC25,000$204K<0.01%013F-HRTimeline
Successful Portfolios LLC25,102$202K0.11%-2,50013F-HRTimeline
WESPAC Advisors, LLC24,000$196K0.11%013F-HRTimeline
LANARK FINANCIAL, INC.23,656$193K0.01%+5,16213F-HRTimeline
Harbour Wealth Management Group, Inc.22,856$187K0.14%+6613F-HRTimeline
Prospera Financial Services Inc22,683$185K<0.01%+6,96213F-HRTimeline
Kovack Advisors, Inc.22,386$183K0.01%+6,33413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…22,109$181K0.01%+3,50013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC21,227$173K<0.01%-47,22813F-HRTimeline
Allworth Financial LP20,117$164K<0.01%013F-HRTimeline
GWN SECURITIES INC.19,905$163K0.03%013F-HRTimeline
RPO LLC19,442$159K0.64%-117,46813F-HRTimeline
Founders Financial Alliance, LLC19,122$156K0.03%+76513F-HRTimeline
Everstar Asset Management, LLC16,955$139K0.07%-2,83113F-HRTimeline
B. Riley Wealth Advisors, Inc.17,455$138K0.01%+5,09513F-HRTimeline
Semus Wealth Partners LLC16,586$136K0.08%+15813F-HRTimeline
NWF Advisory Services Inc.16,300$133K0.02%013F-HRTimeline
Strategic Financial Concepts, LLC16,100$132K0.03%new13F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC16,079$131K0.09%+413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,969$130K<0.01%new13F-HRTimelineGroup
Summit Financial, LLC15,329$125K<0.01%+413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC15,195$124K0.01%+21813F-HRTimeline
WEALTH EFFECTS LLC15,075$123K0.04%-7513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…14,428$118K<0.01%013F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd14,344$117K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,474$110K<0.01%013F-HRTimelineGroup
Catalina Capital Group, LLC13,296$109K0.07%+2613F-HRTimeline
Procyon Advisors, LLC12,700$104K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.12,574$103K<0.01%+6,00013F-HRTimeline
MML INVESTORS SERVICES, LLC12,360$101K<0.01%013F-HRTimeline
Insight Advisors, LLC/ PA12,144$99.2K0.02%+27313F-HRTimeline
Marshall Financial Group, LLC12,025$98.2K0.02%013F-HRTimeline
Gateway Wealth Partners, LLC12,000$98K<0.01%new13F-HRTimeline
World Investment Advisors11,435$93.4K<0.01%+10513F-HRTimeline
Diversified Enterprises, LLC11,419$93.3K0.01%+6613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,131$90.9K<0.01%+12913F-HRTimelineGroup
Gladstone Institutional Advisory LLC11,090$90.6K<0.01%013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC11,036$90.2K0.04%013F-HRTimeline
Kingsbury Capital Investment Advisors L…10,975$89.7K0.08%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,724$87.6K<0.01%-24,79813F-HRTimelineGroup
Waverly Advisors, LLC10,011$81.8K<0.01%-1,54913F-HRTimeline
GAMMA Investing LLC8,000$65.4K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,296$51.4K<0.01%+2,00013F-HRTimelineGroup
MAI Capital Management6,216$50.8K<0.01%+2,87713F-HRTimeline
Princeton Global Asset Management LLC5,752$47K0.01%013F-HRTimeline
CoreCap Advisors, LLC5,025$41.1K<0.01%-1,73513F-HRTimeline
Creative Capital Management Investments…3,556$29.1K0.01%-1,13813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,500$28.6K<0.01%+1,80013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,792$22.8K<0.01%new13F-HRTimelineGroup
Noble Wealth Management PBC2,500$20.4K0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,475$20.2K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,084$17K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA2,000$16.3K<0.01%013F-HRTimeline
Manchester Capital Management LLC2,000$16.3K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC2,000$16.3K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,614$13.2K<0.01%+3613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,530$12.5K<0.01%-1,50013F-HRTimelineGroup
Smartleaf Asset Management LLC1,254$9.92K<0.01%013F-HRTimeline
TD Capital Management LLC1,023$8.36K<0.01%013F-HRTimeline
GoalVest Advisory LLC560$4.58K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC500$4.08K<0.01%013F-HRTimeline
Parallel Advisors, LLC230$1.89K<0.01%013F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7$57<0.01%+313F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC0$1<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.