BOSTON, MA
EATON VANCE RISK-MANAGED DIVERSIFIED EQUITY INCOME FUNDETJ— Latest position per institution from SEC 13F filings
15
Institutional holders
13.39M
Total shares held
109.15M
Estimated value
669.42K
Avg. position size
LPL FINANCIAL LLC
CIK 1403438
Shares
2.33M
Value
19.30M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
1.99M
Value
16.48M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
1.40M
Value
11.58M
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
1.26M
Value
10.43M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
877.60K
Value
7.26M
Filed
Jun 30, 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
738.66K
Value
6.11M
Filed
Jun 30, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
535.87K
Value
4.94M
Filed
Sep 30, 2024
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
481.80K
Value
3.98M
Filed
Jun 30, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
444.70K
Value
3.68M
Filed
Jun 30, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
221.38K
Value
1.83K
Filed
Jun 30, 2026
MAXWELL WEALTH STRATEGIES INC.
CIK 1993410
Shares
215.20K
Value
2M
Filed
Dec 31, 2024
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
206.90K
Value
1.71M
Filed
Jun 30, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
203.87K
Value
1.69K
Filed
Jun 30, 2026
FOCUS PARTNERS WEALTH
CIK 1542153
Shares
191.84K
Value
1.59M
Filed
Jun 30, 2026
FINANCIAL ALTERNATIVES, INC
CIK 1967227
Shares
180.12K
Value
1.49M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
176.27K
Value
1.46M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
160.36K
Value
1.33M
Filed
Jun 30, 2026
&PARTNERS
CIK 107136
Shares
156.30K
Value
1.29M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | LPL FINANCIAL LLC | 1403438 | 2.33M | 19.30M | Jun 30, 2026 |
| 2 | RAYMOND JAMES FINANCIAL INC | 720005 | 1.99M | 16.48M | Jun 30, 2026 |
| 3 | GUGGENHEIM CAPITAL LLC | 1283072 | 1.40M | 11.58M | Jun 30, 2026 |
| 4 | OSAIC HOLDINGS, INC. | 1677044 | 1.26M | 10.43M | Jun 30, 2026 |
| 5 | INVESCO LTD. | 914208 | 877.60K | 7.26M | Jun 30, 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 | 738.66K | 6.11M | Jun 30, 2026 |
| 9 | RAYMOND JAMES & ASSOCIATES | 1084208 | 535.87K | 4.94M | Sep 30, 2024 |
| 10 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 481.80K | 3.98M | Jun 30, 2026 |
| 11 | AMERIPRISE FINANCIAL INC | 820027 | 444.70K | 3.68M | Jun 30, 2026 |
| 12 | COHEN & STEERS, INC. | 1284812 | 221.38K | 1.83K | Jun 30, 2026 |
| 13 | MAXWELL WEALTH STRATEGIES INC. | 1993410 | 215.20K | 2M | Dec 31, 2024 |
| 14 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 206.90K | 1.71M | Jun 30, 2026 |
| 15 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 203.87K | 1.69K | Jun 30, 2026 |
| 16 | FOCUS PARTNERS WEALTH | 1542153 | 191.84K | 1.59M | Jun 30, 2026 |
| 17 | FINANCIAL ALTERNATIVES, INC | 1967227 | 180.12K | 1.49M | Jun 30, 2026 |
| 18 | WELLS FARGO & COMPANY/MN | 72971 | 176.27K | 1.46M | Jun 30, 2026 |
| 19 | BANK OF AMERICA CORP /DE/ | 70858 | 160.36K | 1.33M | Jun 30, 2026 |
| 20 | &PARTNERS | 107136 | 156.30K | 1.29M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.