EATON VANCE RSK-MGD DIVERS (ETJ) Top Institutional Shareholders
EATON VANCE RSK-MGD DIVERS (ETJ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $108.80M in ETJ holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of ETJ tracked by InsiderSet, reporting ownership valued at approximately $18.29M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $18.44M, representing an estimated gain of +0.86% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed ETJ value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Raymond James Financial Inc, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in EATON VANCE RSK-MGD DIVERS (ETJ).
This page ranks the largest institutional ETJ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
114
Total Reported Value
$108.80M
Largest Holder
Lpl Financial Llc
Largest Position
$18.29M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
124
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 2,238,255 | $18,286,541 | $18,443,221 | +$156,680 | +0.86% | |
| Raymond James Financial Inc | 0.00% | 1,936,190 | $15,818,675 | $15,954,206 | +$135,531 | +0.86% | |
| Osaic Holdings, Inc. | 0.01% | 1,210,724 | $9,891,710 | $9,976,366 | +$84,656 | +0.86% | |
| Guggenheim Capital Llc | 0.07% | 1,148,133 | $9,380,247 | $9,460,616 | +$80,369 | +0.86% | |
| Invesco Ltd. | 0.00% | 956,309 | $7,813,045 | $7,879,986 | +$66,941 | +0.86% | |
| Morgan Stanley | 0.00% | 725,750 | $5,929,384 | $5,980,180 | +$50,796 | +0.86% | |
| Advisors Asset Management, Inc. | 0.07% | 485,611 | $3,967,442 | $4,001,435 | +$33,993 | +0.86% | |
| Ameriprise Financial Inc | 0.00% | 427,823 | $3,484,901 | $3,525,262 | +$40,361 | +1.16% | |
| Shaker Financial Services, Llc | 0.70% | 247,420 | $2,021,422 | $2,038,741 | +$17,319 | +0.86% | |
| Focus Partners Wealth | 0.00% | 225,692 | $1,843,910 | $1,859,702 | +$15,792 | +0.86% | |
| Financial Alternatives, Inc | 0.83% | 188,665 | $1,541,394 | $1,554,600 | +$13,206 | +0.86% | |
| Wells Fargo & Company/Mn | 0.00% | 177,068 | $1,446,642 | $1,459,040 | +$12,398 | +0.86% | |
| Bank Of America Corp | 0.00% | 159,954 | $1,306,826 | $1,318,021 | +$11,195 | +0.86% | |
| Iht Wealth Management, Llc | 0.03% | 156,005 | $1,274,563 | $1,285,481 | +$10,918 | +0.86% | |
| Creative Planning | 0.00% | 150,479 | $1,229,416 | $1,239,947 | +$10,531 | +0.86% | |
| &Partners | 0.01% | 149,286 | $1,219,667 | $1,230,117 | +$10,450 | +0.86% | |
| Private Advisor Group, Llc | 0.01% | 134,957 | $1,102,602 | $1,112,046 | +$9,444 | +0.86% | |
| Calamos Advisors Llc | 0.00% | 133,982 | $1,094,633 | $1,104,012 | +$9,379 | +0.86% | |
| Two Sigma Investments, Lp | 0.00% | 133,176 | $1,088,048 | $1,097,370 | +$9,322 | +0.86% | |
| First Heartland Consultants, Inc. | 0.08% | 125,241 | $1,023,218 | $1,031,986 | +$8,768 | +0.86% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 120,616 | $985,433 | $993,876 | +$8,443 | +0.86% | |
| Royal Bank Of Canada | 0.00% | 116,319 | $951,000 | $958,469 | +$7,469 | +0.79% | |
| Pmg Family Office Llc | 0.92% | 101,258 | $827,278 | $834,366 | +$7,088 | +0.86% | |
| Ubs Group Ag | 0.00% | 92,297 | $754,066 | $760,527 | +$6,461 | +0.86% | |
| Advisory Services Network, Llc | 0.01% | 91,996 | $751,608 | $758,047 | +$6,439 | +0.86% | |
| Ausdal Financial Partners, Inc. | 0.03% | 85,360 | $697,390 | $703,366 | +$5,976 | +0.86% | |
| Pointe Capital Management Llc | 0.34% | 84,722 | $692,179 | $698,109 | +$5,930 | +0.86% | |
| Independent Advisor Alliance | 0.01% | 69,048 | $564,127 | $568,956 | +$4,829 | +0.86% | |
| Cetera Investment Advisers | 0.00% | 56,575 | $462,220 | $466,178 | +$3,958 | +0.86% | |
| Garden State Investment Advisory Services Llc | 0.10% | 52,945 | $432,584 | $436,267 | +$3,683 | +0.85% | |
| Wcg Wealth Advisors Llc | 0.01% | 51,136 | $417,781 | $421,361 | +$3,580 | +0.86% | |
| Winebrenner Capital Management Llc | 0.26% | 50,000 | $408,500 | $412,000 | +$3,500 | +0.86% | |
| Commonwealth Equity Services, Llc | 0.00% | 47,991 | $392,090 | $395,446 | +$3,356 | +0.86% | |
| Stifel Financial Corp | 0.00% | 47,952 | $391,770 | $395,124 | +$3,354 | +0.86% | |
| Hightower Advisors, Llc | 0.00% | 41,185 | $336,481 | $339,364 | +$2,883 | +0.86% | |
| David J Yvars Group | 0.18% | 40,246 | $328,811 | $331,627 | +$2,816 | +0.86% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 38,983 | $314,980 | $321,220 | +$6,240 | +1.98% | |
| Arlington Capital Management, Inc. | 0.17% | 35,843 | $292,837 | $295,346 | +$2,509 | +0.86% | |
| Baird Financial Group, Inc. | 0.00% | 35,101 | $286,775 | $289,232 | +$2,457 | +0.86% | |
| Decision Investments, Inc | 0.32% | 34,443 | $281,399 | $283,810 | +$2,411 | +0.86% | |
| Portfolio Strategies, Inc. | 0.03% | 31,956 | $261,081 | $263,317 | +$2,236 | +0.86% | |
| Sigma Planning Corp | 0.01% | 31,621 | $258,345 | $260,557 | +$2,212 | +0.86% | |
| Formidable Asset Management, Llc | 0.04% | 28,371 | $250,236 | $233,777 | -$16,459 | -6.58% | |
| Stratos Wealth Advisors, Llc | 0.01% | 28,000 | $228,760 | $230,720 | +$1,960 | +0.86% | |
| Western Wealth Management, Llc | 0.01% | 25,915 | $211,724 | $213,540 | +$1,816 | +0.86% | |
| Closed-End Fund Advisors, Inc. | 0.21% | 25,489 | $208,245 | $210,029 | +$1,784 | +0.86% | |
| Elevation Point Wealth Partners, Llc | 0.00% | 25,000 | $204,250 | $206,000 | +$1,750 | +0.86% | |
| Vestmark Advisory Solutions, Inc. | 0.00% | 25,000 | $204,250 | $206,000 | +$1,750 | +0.86% | |
| Successful Portfolios Llc | 0.11% | 25,102 | $201,626 | $206,840 | +$5,214 | +2.59% | |
| Wespac Advisors, Llc | 0.11% | 24,000 | $196,080 | $197,760 | +$1,680 | +0.86% |
Frequently asked questions about ETJ
Who owns the most ETJ stock?
The largest holders of ETJ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for EATON VANCE RSK-MGD DIVERS (ETJ).
Is ETJ widely held by superinvestors?
Many widely followed stocks like ETJ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ETJ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.