EATON VANCE RSK-MGD DIVERS (ETJ) Institutional Ownership Changes & 13F Activity
EATON VANCE RSK-MGD DIVERS (ETJ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Osaic Holdings, Inc., Guggenheim Capital Llc, Ameriprise Financial Inc, and Advisors Asset Management, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | Sell | -367,216 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Kerr Financial Planning Corp | Sell | -4,832 | -100.0% | 0 | $0.00 | Q4 2025 | Jul 01, 2026 |
| Independent Financial Group, Llc | Sell | -3,000 | -3.0% | 96,133 | $847.89K | Q4 2025 | May 15, 2026 |
| Nwf Advisory Services Inc. | Buy | +16,300 | — | 16,300 | $143.77K | Q4 2025 | Mar 03, 2026 |
| Td Capital Management Llc | Buy | +1,023 | — | 1,023 | $9.02K | Q4 2025 | Feb 26, 2026 |
| Harbour Wealth Management Group, Inc. | Buy | +22,790 | — | 22,790 | $201.01K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +1,902,639 | — | 1,902,639 | $16.78M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +61,112 | — | 61,112 | $539.01K | Q4 2025 | Feb 18, 2026 |
| Osaic Holdings, Inc. | Buy | +1,229,160 | — | 1,229,160 | $10.84M | Q4 2025 | Feb 17, 2026 |
| Guggenheim Capital Llc | Buy | +1,088,860 | — | 1,088,860 | $9.60M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +408,309 | — | 408,309 | $3.60M | Q4 2025 | Feb 17, 2026 |
| Creative Planning | Buy | +176,434 | — | 176,434 | $1.56M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +173,157 | — | 173,157 | $1.53M | Q4 2025 | Feb 17, 2026 |
| Iht Wealth Management, Llc | Buy | +165,239 | — | 165,239 | $1.46M | Q4 2025 | Feb 17, 2026 |
| Rpo Llc | Buy | +136,910 | — | 136,910 | $1.21M | Q4 2025 | Feb 17, 2026 |
| Readystate Asset Management Lp | Buy | +134,063 | — | 134,063 | $1.18M | Q4 2025 | Feb 17, 2026 |
| Two Sigma Investments, Lp | Buy | +133,535 | — | 133,535 | $1.18M | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +128,562 | — | 128,562 | $1.13M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +112,136 | — | 112,136 | $989.00K | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, Llc | Buy | +85,908 | — | 85,908 | $757.71K | Q4 2025 | Feb 17, 2026 |
| &Partners | Buy | +72,476 | — | 72,476 | $639.24K | Q4 2025 | Feb 17, 2026 |
| Boothbay Fund Management, Llc | Buy | +68,455 | — | 68,455 | $603.77K | Q4 2025 | Feb 17, 2026 |
| Pointe Capital Management Llc | Buy | +60,155 | — | 60,155 | $530.57K | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +56,485 | — | 56,485 | $498.19K | Q4 2025 | Feb 17, 2026 |
| Garden State Investment Advisory Services Llc | Buy | +45,688 | — | 45,688 | $403.00K | Q4 2025 | Feb 17, 2026 |
| Decision Investments, Inc | Buy | +34,903 | — | 34,903 | $307.84K | Q4 2025 | Feb 17, 2026 |
| Almitas Capital Llc | Buy | +20,661 | — | 20,661 | $182.23K | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | Buy | +12,360 | — | 12,360 | $109.02K | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, Llc | Buy | +11,560 | — | 11,560 | $101.96K | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory Llc | Buy | +11,090 | — | 11,090 | $97.81K | Q4 2025 | Feb 17, 2026 |
Frequently asked questions about ETJ activity
Which institutional owners are buying ETJ?
Institutional owners buying ETJ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ETJ activity?
"Buy" means an investor increased their reported position in ETJ compared to the prior reporting period. This reflects growing exposure to EATON VANCE RSK-MGD DIVERS (ETJ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ETJ increasing?
Institutional interest in ETJ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related ETJ Institutional Insights
- ETJ Overview
- ETJ 13F Institutional Holders
- ETJ Superinvestors
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- ETJ Insider Trading & SEC Form 4 Activity
- ETJ Articles
- Top Institutional Investor Stock Rankings