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Eaton Vance Rsk-Mgd Divers (ETJ)

CUSIP: 27829G106 | US | Financial Services · Asset Management | Small Cap | 427 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Cambridge Investment Research Advisors, Inc.203,453
0.0% of portfolio›$1.7M
First Heartland Consultants, Inc.130,050
0.1% of portfolio›$1.1M
Shaker Financial Services, LLC117,721
0.3% of portfolio›$961.8K
PMG Family Office LLC110,165
0.8% of portfolio›$900.0K
Creative Planning91,014
0.0% of portfolio›$743.6K
Independent Financial Group, LLC53,913
0.0% of portfolio›$440.5K
Commonwealth Equity Services, LLC53,466
0.0% of portfolio›$436.8K
Lanark Financial, Inc.41,513
0.0% of portfolio›$339.2K
Wealth Enhancement Advisory Services, LLC41,064
0.0% of portfolio›$333.9K
David J Yvars Group38,262
0.1% of portfolio›$312.6K
Decision Investments, Inc34,307
0.3% of portfolio›$280.3K
Sigma Planning Corp31,174
0.0% of portfolio›$254.7K
Winebrenner Capital Management LLC30,000
0.2% of portfolio›$245.1K
Formidable Asset Management, LLC28,809
0.0% of portfolio›$238.3K
Truist Financial Corp28,744
0.0% of portfolio›$234.8K
Closed-End Fund Advisors, Inc.28,188
0.2% of portfolio›$230.3K
International Assets Investment Management, LLC27,809
0.0% of portfolio›$226.1K
Elevation Point Wealth Partners, LLC25,000
0.0% of portfolio›$204.3K
Wespac Advisors, LLC24,000
0.1% of portfolio›$196.1K
Prospera Financial Services Inc22,683
0.0% of portfolio›$178.5K
Successful Portfolios LLC22,102
0.1% of portfolio›$179.8K
MGO One Seven LLC19,102
0.0% of portfolio›$156.1K
Oppenheimer & Co Inc18,977
0.0% of portfolio›$155.0K
Wealth Effects LLC17,775
0.0% of portfolio›$145.2K
B. Riley Wealth Advisors, Inc.17,011
0.0% of portfolio›$139.0K
NWF Advisory Services Inc.16,300
0.0% of portfolio›$133.2K
Primoris Wealth Advisors, LLC15,087
0.1% of portfolio›$123.3K
Flagship Harbor Advisors, LLC14,844
0.0% of portfolio›$121.3K
Kingswood Wealth Advisors, LLC13,200
0.0% of portfolio›$107.8K
Procyon Advisors, LLC12,700
0.0% of portfolio›$103.8K
StoneX Group Inc.12,611
0.0% of portfolio›$104.9K
Vista Investment Partners II, LLC11,578
0.0% of portfolio›$94.6K
Kestra Advisory Services, LLC11,376
0.0% of portfolio›$92.9K
Diversified Enterprises, LLC11,246
0.0% of portfolio›$91.9K
Gamma Investing LLC8,000
0.0% of portfolio›$65.4K
CoreCap Advisors, LLC6,625
0.0% of portfolio›$54.1K
Princeton Global Asset Management LLC5,752
0.0% of portfolio›$47.0K
Foresight Capital Management Advisors, Inc.4,800
0.0% of portfolio›$39.2K
Blue Bell Private Wealth Management, LLC4,350
0.0% of portfolio›$35.5K
Creative Capital Management Investments LLC3,556
0.0% of portfolio›$29.1K
Fifth Third Bancorp2,066
0.0% of portfolio›$16.9K
Private Trust Co NA2,000
0.0% of portfolio›$16.3K
Manchester Capital Management LLC2,000
0.0% of portfolio›$16.4K
Hoey Investments, Inc1,850
0.0% of portfolio›$15.1K
Armstrong Advisory Group, Inc1,691
0.0% of portfolio›$13.8K
Nova Financial LLC1,157
0.0% of portfolio›$9.5K
IFS Advisors, LLC1,015
0.0% of portfolio›$8.3K
Highline Wealth Partners LLC500
0.0% of portfolio›$4.1K
GoalVest Advisory LLC326
0.0% of portfolio›$2.7K
Parallel Advisors, LLC231
0.0% of portfolio›$1.9K
StyleTurnoverLocationFiled
Cambridge Investment Research Advisors, Inc.
203,453$1.7M0.0%ETFLowFairfield, IA2026-11-02
First Heartland Consultants, Inc.
130,050$1.1M0.1%ETFMediumLake St. Louis, MO2026-10-08
Shaker Financial Services, LLC
117,721$961.8K0.3%YieldHighArlington, VA2026-10-14
PMG Family Office LLC
110,165$900.0K0.8%YieldVery LowPlano, TX2026-10-19
Creative Planning
91,014$743.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Independent Financial Group, LLC
53,913$440.5K0.0%GrowthLowSan Diego, CA2026-10-13
Commonwealth Equity Services, LLC
53,466$436.8K0.0%ETFLowWaltham, MA2026-11-02
Lanark Financial, Inc.
41,513$339.2K0.0%CoreMediumBirmingham, AL2026-10-26
Wealth Enhancement Advisory Services, LLC
41,064$333.9K0.0%CoreLowPlymouth, MN2026-10-13
David J Yvars Group
38,262$312.6K0.1%GrowthLowUniversity Park, FL2026-10-09
Decision Investments, Inc
34,307$280.3K0.3%GrowthLowSan Diego, CA2026-10-07
Sigma Planning Corp
31,174$254.7K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Winebrenner Capital Management LLC
30,000$245.1K0.2%ETFLowLouisville, KY2026-10-07
Formidable Asset Management, LLC
28,809$238.3K0.0%CoreLowCincinnati, OH2026-11-03
Truist Financial Corp
28,744$234.8K0.0%CoreLowCharlotte, NC2026-10-30
Closed-End Fund Advisors, Inc.
28,188$230.3K0.2%YieldMediumRichmond, VA2026-11-04
International Assets Investment Management, LLC
27,809$226.1K0.0%CoreVery HighOrlando, FL2026-11-02
Elevation Point Wealth Partners, LLC
25,000$204.3K0.0%CoreHighDenver, CO2026-11-05
Wespac Advisors, LLC
24,000$196.1K0.1%ETFHighOrinda, CA2026-10-26
Prospera Financial Services Inc
22,683$178.5K0.0%CoreMediumDallas, TX2026-11-04
Successful Portfolios LLC
22,102$179.8K0.1%CoreVery LowClearwater, FL2026-10-09
MGO One Seven LLC
19,102$156.1K0.0%GrowthLowBeachwood, OH2026-10-28
Oppenheimer & Co Inc
18,977$155.0K0.0%CoreLowNew York, NY2026-10-26
Wealth Effects LLC
17,775$145.2K0.0%GrowthLowBoston, MA2026-10-23
B. Riley Wealth Advisors, Inc.
17,011$139.0K0.0%GrowthLowMemphis, TN2026-10-13
NWF Advisory Services Inc.
16,300$133.2K0.0%GARPLowLos Angeles, CA2026-10-19
Primoris Wealth Advisors, LLC
15,087$123.3K0.1%GrowthMediumNorth Palm Beach, FL2026-10-28
Flagship Harbor Advisors, LLC
14,844$121.3K0.0%ETFMediumBoston, MA2026-10-26
Kingswood Wealth Advisors, LLC
13,200$107.8K0.0%GrowthLowSan Diego, CA2026-10-23
Procyon Advisors, LLC
12,700$103.8K0.0%CoreVery LowShelton, CT2026-10-21
StoneX Group Inc.
12,611$104.9K0.0%ETFMediumNew York, NY2026-11-03
Vista Investment Partners II, LLC
11,578$94.6K0.0%CoreMediumRichmond, IN2026-10-15
Kestra Advisory Services, LLC
11,376$92.9K0.0%CoreLowAustin, TX2026-11-02
Diversified Enterprises, LLC
11,246$91.9K0.0%ETFVery LowWilmington, DE2026-10-19
Gamma Investing LLC
8,000$65.4K0.0%IndexVery LowFoster City, CA2026-10-08
CoreCap Advisors, LLC
6,625$54.1K0.0%ETFMediumSouthfield, MI2026-10-08
Princeton Global Asset Management LLC
5,752$47.0K0.0%GrowthLowPrinceton, NJ2026-10-21
Foresight Capital Management Advisors, Inc.
4,800$39.2K0.0%CoreMediumSaline, MI2026-10-27
Blue Bell Private Wealth Management, LLC
4,350$35.5K0.0%YieldVery LowBlue Bell, PA2026-10-29
Creative Capital Management Investments LLC
3,556$29.1K0.0%ETFLowSan Diego, CA2026-10-28
Fifth Third Bancorp
2,066$16.9K0.0%IndexVery LowCincinnati, OH2026-11-05
Private Trust Co NA
2,000$16.3K0.0%CoreLowCleveland, OH2026-10-20
Manchester Capital Management LLC
2,000$16.4K0.0%CoreLowManchester, VT2026-10-22
Hoey Investments, Inc
1,850$15.1K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Armstrong Advisory Group, Inc
1,691$13.8K0.0%ETFHighNeedham, MA2026-10-09
Nova Financial LLC
1,157$9.5K0.0%N/AN/ATucson, AZ2026-11-04
IFS Advisors, LLC
1,015$8.3K0.0%ETFLowOverland Park, KS2026-10-14
Highline Wealth Partners LLC
500$4.1K0.0%ETFMediumSherman Oaks, CA2026-10-19
GoalVest Advisory LLC
326$2.7K0.0%ETFMediumNew York, NY2026-10-02
Parallel Advisors, LLC
231$1.9K0.0%IndexLowSan Francisco, CA2026-11-03