BOSTON, MA
EATON VANCE RISK-MANAGED DIVERSIFIED EQUITY INCOME FUNDETJ— Latest position per institution from SEC 13F filings
15
Institutional holders
13.08M
Total shares held
105.48M
Estimated value
653.87K
Avg. position size
LPL FINANCIAL LLC
CIK 1403438
Shares
2.24M
Value
18.29M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
1.94M
Value
15.82M
Filed
Mar 31, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
1.21M
Value
9.89M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
1.15M
Value
9.38M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
956.31K
Value
7.81M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
848.07K
Value
7.81M
Filed
Sep 30, 2024
CORNERSTONE ADVISORS, LLC
CIK 1775446
Shares
762.33K
Value
6.72M
Filed
Dec 31, 2025
MORGAN STANLEY
CIK 895421
Shares
725.75K
Value
5.93M
Filed
Mar 31, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
535.87K
Value
4.94M
Filed
Sep 30, 2024
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
485.61K
Value
3.97M
Filed
Mar 31, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
427.82K
Value
3.48M
Filed
Mar 31, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
247.42K
Value
2.02M
Filed
Mar 31, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
241.38K
Value
1.97K
Filed
Mar 31, 2026
FOCUS PARTNERS WEALTH
CIK 1542153
Shares
225.69K
Value
1.84M
Filed
Mar 31, 2026
MAXWELL WEALTH STRATEGIES INC.
CIK 1993410
Shares
215.20K
Value
2M
Filed
Dec 31, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
190.94K
Value
1.56K
Filed
Mar 31, 2026
FINANCIAL ALTERNATIVES, INC
CIK 1967227
Shares
188.66K
Value
1.54M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
177.07K
Value
1.45M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
159.95K
Value
1.31M
Filed
Mar 31, 2026
IHT WEALTH MANAGEMENT, LLC
CIK 1697490
Shares
156K
Value
1.27M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | LPL FINANCIAL LLC | 1403438 | 2.24M | 18.29M | Mar 31, 2026 |
| 2 | RAYMOND JAMES FINANCIAL INC | 720005 | 1.94M | 15.82M | Mar 31, 2026 |
| 3 | OSAIC HOLDINGS, INC. | 1677044 | 1.21M | 9.89M | Mar 31, 2026 |
| 4 | GUGGENHEIM CAPITAL LLC | 1283072 | 1.15M | 9.38M | Mar 31, 2026 |
| 5 | INVESCO LTD. | 914208 | 956.31K | 7.81M | Mar 31, 2026 |
| 6 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 848.07K | 7.81M | Sep 30, 2024 |
| 7 | CORNERSTONE ADVISORS, LLC | 1775446 | 762.33K | 6.72M | Dec 31, 2025 |
| 8 | MORGAN STANLEY | 895421 | 725.75K | 5.93M | Mar 31, 2026 |
| 9 | RAYMOND JAMES & ASSOCIATES | 1084208 | 535.87K | 4.94M | Sep 30, 2024 |
| 10 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 485.61K | 3.97M | Mar 31, 2026 |
| 11 | AMERIPRISE FINANCIAL INC | 820027 | 427.82K | 3.48M | Mar 31, 2026 |
| 12 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 247.42K | 2.02M | Mar 31, 2026 |
| 13 | COHEN & STEERS, INC. | 1284812 | 241.38K | 1.97K | Mar 31, 2026 |
| 14 | FOCUS PARTNERS WEALTH | 1542153 | 225.69K | 1.84M | Mar 31, 2026 |
| 15 | MAXWELL WEALTH STRATEGIES INC. | 1993410 | 215.20K | 2M | Dec 31, 2024 |
| 16 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 190.94K | 1.56K | Mar 31, 2026 |
| 17 | FINANCIAL ALTERNATIVES, INC | 1967227 | 188.66K | 1.54M | Mar 31, 2026 |
| 18 | WELLS FARGO & COMPANY/MN | 72971 | 177.07K | 1.45M | Mar 31, 2026 |
| 19 | BANK OF AMERICA CORP /DE/ | 70858 | 159.95K | 1.31M | Mar 31, 2026 |
| 20 | IHT WEALTH MANAGEMENT, LLC | 1697490 | 156K | 1.27M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.