ETJ Institutional Ownership & Shareholders
EATON VANCE RSK-MGD DIVERS (ETJ) is currently held by 118 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $111.34M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of ETJ tracked by InsiderSet, reporting ownership valued at approximately $19.30M in its June 30, 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 $18.36M, representing an estimated loss of -4.84% 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, Guggenheim Capital Llc, 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
118
Total Reported Value
$111.34M
Largest Holder
Lpl Financial Llc
Largest Position
$19.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
123
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% | 2,333,233 | $19,295,835 | $18,362,544 | -$933,291 | -4.84% | |
| Raymond James Financial Inc | 0.00% | 1,992,486 | $16,477,859 | $15,680,865 | -$796,994 | -4.84% | |
| Guggenheim Capital Llc | 0.07% | 1,400,673 | $11,583,566 | $11,023,297 | -$560,269 | -4.84% | |
| Osaic Holdings, Inc. | 0.01% | 1,260,719 | $10,426,165 | $9,921,859 | -$504,306 | -4.84% | |
| Invesco Ltd. | 0.00% | 877,603 | $7,257,777 | $6,906,736 | -$351,041 | -4.84% | |
| Morgan Stanley | 0.00% | 738,664 | $6,108,751 | $5,813,286 | -$295,465 | -4.84% | |
| Ameriprise Financial Inc | 0.00% | 444,704 | $3,675,634 | $3,499,820 | -$175,814 | -4.78% | |
| Cohen & Steers, Inc. | 0.00% | 221,380 | $1,831,000 | $1,742,261 | -$88,739 | -4.85% | |
| Focus Partners Wealth | 0.00% | 191,837 | $1,586,500 | $1,509,757 | -$76,743 | -4.84% | |
| Financial Alternatives, Inc | 0.73% | 180,120 | $1,489,593 | $1,417,544 | -$72,049 | -4.84% | |
| Wells Fargo & Company/Mn | 0.00% | 176,273 | $1,457,781 | $1,387,269 | -$70,512 | -4.84% | |
| Bank Of America Corp | 0.00% | 160,363 | $1,326,200 | $1,262,057 | -$64,143 | -4.84% | |
| &Partners | 0.01% | 156,301 | $1,290,141 | $1,230,089 | -$60,052 | -4.65% | |
| Private Advisor Group, Llc | 0.01% | 150,552 | $1,245,068 | $1,184,844 | -$60,224 | -4.84% | |
| Iht Wealth Management, Llc | 0.03% | 148,488 | $1,227,998 | $1,168,601 | -$59,397 | -4.84% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 145,117 | $1,200,118 | $1,142,071 | -$58,047 | -4.84% | |
| Two Sigma Investments, Lp | 0.00% | 133,176 | $1,101,366 | $1,048,095 | -$53,271 | -4.84% | |
| First Heartland Consultants, Inc. | 0.07% | 130,050 | $1,062,509 | $1,023,494 | -$39,016 | -3.67% | |
| Advisory Services Network, Llc | 0.01% | 121,745 | $1,006,833 | $958,133 | -$48,700 | -4.84% | |
| Royal Bank Of Canada | 0.00% | 119,235 | $986,000 | $938,379 | -$47,621 | -4.83% | |
| Shaker Financial Services, Llc | 0.32% | 117,721 | $961,781 | $926,464 | -$35,317 | -3.67% | |
| Pmg Family Office Llc | 0.83% | 110,165 | $900,048 | $866,999 | -$33,049 | -3.67% | |
| Calamos Advisors Llc | 0.00% | 98,648 | $815,819 | $776,360 | -$39,459 | -4.84% | |
| Ubs Group Ag | 0.00% | 94,020 | $777,545 | $739,937 | -$37,608 | -4.84% | |
| Advisors Asset Management, Inc. | 0.01% | 67,850 | $725,317 | $533,980 | -$191,338 | -26.38% | |
| Ausdal Financial Partners, Inc. | 0.03% | 80,800 | $668,215 | $635,896 | -$32,319 | -4.84% | |
| Pointe Capital Management Llc | 0.29% | 77,964 | $644,761 | $613,577 | -$31,184 | -4.84% | |
| Centaurus Financial, Inc. | 0.02% | 74,527 | $616,000 | $586,527 | -$29,473 | -4.78% | |
| Janney Montgomery Scott Llc | 0.00% | 66,304 | $548,000 | $521,812 | -$26,188 | -4.78% | |
| Cetera Investment Advisers | 0.00% | 61,042 | $504,819 | $480,401 | -$24,418 | -4.84% | |
| Stifel Financial Corp | 0.00% | 53,340 | $441,123 | $419,786 | -$21,337 | -4.84% | |
| Independent Financial Group, Llc | 0.01% | 53,913 | $440,469 | $424,295 | -$16,174 | -3.67% | |
| Garden State Investment Advisory Services Llc | 0.08% | 51,645 | $427,107 | $406,446 | -$20,661 | -4.84% | |
| Wcg Wealth Advisors Llc | 0.01% | 51,136 | $422,895 | $402,440 | -$20,455 | -4.84% | |
| Newedge Advisors, Llc | 0.00% | 50,876 | $420,745 | $400,394 | -$20,351 | -4.84% | |
| Commonwealth Equity Services, Llc | 0.00% | 50,047 | $413,890 | $393,870 | -$20,020 | -4.84% | |
| Rpo Llc | 1.41% | 41,442 | $342,726 | $326,149 | -$16,577 | -4.84% | |
| Nbc Securities, Inc. | 0.02% | 41,513 | $339,157 | $326,707 | -$12,450 | -3.67% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 41,064 | $333,853 | $323,174 | -$10,679 | -3.20% | |
| David J Yvars Group | 0.14% | 38,262 | $312,597 | $301,122 | -$11,475 | -3.67% | |
| Baird Financial Group, Inc. | 0.00% | 36,296 | $300,168 | $285,650 | -$14,518 | -4.84% | |
| Decision Investments, Inc | 0.26% | 34,307 | $280,288 | $269,996 | -$10,292 | -3.67% | |
| Portfolio Strategies, Inc. | 0.03% | 30,921 | $255,717 | $243,348 | -$12,369 | -4.84% | |
| Sigma Planning Corp | 0.01% | 31,174 | $254,691 | $245,339 | -$9,352 | -3.67% | |
| Winebrenner Capital Management Llc | 0.16% | 30,000 | $245,100 | $236,100 | -$9,000 | -3.67% | |
| Truist Financial Corp | 0.00% | 28,744 | $234,840 | $226,215 | -$8,625 | -3.67% | |
| Boothbay Fund Management, Llc | 0.00% | 28,310 | $234,124 | $222,800 | -$11,324 | -4.84% | |
| Formidable Asset Management, Llc | 0.04% | 28,583 | $233,520 | $224,948 | -$8,572 | -3.67% | |
| Stratos Wealth Advisors, Llc | 0.01% | 28,000 | $231,560 | $220,360 | -$11,200 | -4.84% | |
| International Assets Investment Management, Llc | 0.01% | 20,000 | $226,087 | $157,400 | -$68,687 | -30.38% |
Frequently asked questions about ETJ
Who are the largest institutional holders of ETJ?
The largest institutional holders of ETJ reported in the latest SEC Form 13F filings include Lpl Financial Llc, Raymond James Financial Inc, Guggenheim Capital Llc, Osaic Holdings, Inc., and Invesco Ltd.. InsiderSet ranks institutional holders by their latest reported ETJ position.
What is ETJ institutional ownership?
This page tracks ETJ positions reported by institutional investment managers through SEC Form 13F. EATON VANCE RSK-MGD DIVERS (ETJ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ETJ?
InsiderSet currently tracks 118 institutional managers reporting ETJ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ETJ shareholders.
How much ETJ stock do institutions own?
Institutional investment managers disclosed approximately $111.34M in ETJ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ETJ institutional ownership last updated?
The latest ETJ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ETJ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ETJ position after the reporting date.
Are institutions buying or selling ETJ?
Institutional buying and selling can be analyzed by comparing ETJ positions across consecutive 13F reporting periods. InsiderSet's ETJ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ETJ ownership changes.
How has ETJ institutional ownership changed over time?
InsiderSet tracks ETJ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.