ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund Common Shares of Beneficial Interest
NYSE · N/A close Oct 2, 2026ETJ Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 15, 2026 | $0.07 | USD | ≈9.5% |
| Aug 14, 2026 | $0.07 | USD | ≈9.2% |
| Jul 15, 2026 | $0.07 | USD | ≈9.2% |
| Jun 15, 2026 | $0.07 | USD | ≈9.3% |
| May 15, 2026 | $0.07 | USD | ≈9.4% |
| Apr 15, 2026 | $0.07 | USD | ≈9.2% |
| Mar 16, 2026 | $0.07 | USD | ≈9.3% |
| Feb 17, 2026 | $0.07 | USD | ≈9.0% |
| Jan 15, 2026 | $0.07 | USD | ≈8.8% |
| Dec 15, 2025 | $0.07 | USD | ≈9.0% |
| Nov 14, 2025 | $0.07 | USD | ≈8.9% |
| Oct 15, 2025 | $0.07 | USD | ≈8.8% |
| Sep 15, 2025 | $0.07 | USD | ≈8.6% |
| Aug 15, 2025 | $0.07 | USD | ≈8.7% |
| Jul 15, 2025 | $0.07 | USD | ≈8.7% |
| Jun 16, 2025 | $0.07 | USD | ≈8.9% |
| May 15, 2025 | $0.07 | USD | ≈8.8% |
| Apr 15, 2025 | $0.07 | USD | ≈9.5% |
| Mar 14, 2025 | $0.07 | USD | ≈9.0% |
| Feb 14, 2025 | $0.07 | USD | ≈8.5% |
Institutional owners (13F) 126 filers · $115.1M total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 13 (+2 vs prior Q) | 7 (-2 vs prior Q) | 46 (-3 vs prior Q) | 27 (-2 vs prior Q) | +1.7M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| LPL Financial LLC | $19,295,835 | 2,333,233 | 16.77% | Shares |
| RAYMOND JAMES FINANCIAL INC | $16,477,859 | 1,992,486 | 14.32% | Shares |
| GUGGENHEIM CAPITAL LLC | $11,583,566 | 1,400,673 | 10.07% | Shares |
| OSAIC HOLDINGS, INC. | $10,426,165 | 1,260,719 | 9.06% | Shares |
| Invesco Ltd. | $7,257,777 | 877,603 | 6.31% | Shares |
| MORGAN STANLEY | $6,108,751 | 738,664 | 5.31% | Shares |
| Advisors Asset Management, Inc. | $3,867,155 | 438,453 | 3.36% | Shares |
| AMERIPRISE FINANCIAL INC | $3,675,634 | 444,704 | 3.19% | Shares |
| Shaker Financial Services, LLC | $1,711,080 | 206,902 | 1.49% | Shares |
| Focus Partners Wealth | $1,586,500 | 191,837 | 1.38% | Shares |
| Financial Alternatives, Inc | $1,489,593 | 180,120 | 1.29% | Shares |
| WELLS FARGO & COMPANY/MN | $1,457,781 | 176,273 | 1.27% | Shares |
| BANK OF AMERICA CORP /DE/ | $1,326,200 | 160,363 | 1.15% | Shares |
| &PARTNERS | $1,290,141 | 156,301 | 1.12% | Shares |
| Private Advisor Group, LLC | $1,245,068 | 150,552 | 1.08% | Shares |
| IHT Wealth Management, LLC | $1,227,998 | 148,488 | 1.07% | Shares |
| Steward Partners Investment Advisory, LLC | $1,200,118 | 145,117 | 1.04% | Shares |
| TWO SIGMA INVESTMENTS, LP | $1,101,366 | 133,176 | 0.96% | Shares |
| First Heartland Consultants, Inc. | $1,068,041 | 129,146 | 0.93% | Shares |
| Advisory Services Network, LLC | $1,006,833 | 121,745 | 0.87% | Shares |
| ROYAL BANK OF CANADA | $986,000 | 119,235 | 0.86% | Shares |
| Creative Planning | $980,362 | 118,544 | 0.85% | Shares |
| PMG Family Office LLC | $897,750 | 108,555 | 0.78% | Shares |
| Calamos Advisors LLC | $815,819 | 98,648 | 0.71% | Shares |
| UBS Group AG | $777,545 | 94,020 | 0.68% | Shares |
| INDEPENDENT FINANCIAL GROUP, LLC | $670,077 | 81,025 | 0.58% | Shares |
| Ausdal Financial Partners, Inc. | $668,215 | 80,800 | 0.58% | Shares |
| Pointe Capital Management LLC | $644,761 | 77,964 | 0.56% | Shares |
| SageView Advisory Group, LLC | $569,178 | 68,824 | 0.49% | Shares |
| Cetera Investment Advisers | $504,819 | 61,042 | 0.44% | Shares |
| STIFEL FINANCIAL CORP | $441,123 | 53,340 | 0.38% | Shares |
| Garden State Investment Advisory Services LLC | $427,107 | 51,645 | 0.37% | Shares |
| WCG Wealth Advisors LLC | $422,895 | 51,136 | 0.37% | Shares |
| NewEdge Advisors, LLC | $420,745 | 50,876 | 0.37% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $413,890 | 50,047 | 0.36% | Shares |
| RPO LLC | $342,726 | 41,442 | 0.30% | Shares |
| HighTower Advisors, LLC | $340,635 | 41,189 | 0.30% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $336,147 | 39,547 | 0.29% | Shares |
| LANARK FINANCIAL, INC. | $316,965 | 38,327 | 0.28% | Shares |
| David J Yvars Group | $313,281 | 37,882 | 0.27% | Shares |
| Baird Financial Group, Inc. | $300,168 | 36,296 | 0.26% | Shares |
| DECISION INVESTMENTS, INC | $283,719 | 34,307 | 0.25% | Shares |
| Sigma Planning Corp | $256,816 | 31,054 | 0.22% | Shares |
| Portfolio Strategies, Inc. | $255,717 | 30,921 | 0.22% | Shares |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $248,100 | 30,000 | 0.22% | Shares |
| TRUIST FINANCIAL CORP | $235,166 | 28,436 | 0.20% | Shares |
| BOOTHBAY FUND MANAGEMENT, LLC | $234,124 | 28,310 | 0.20% | Shares |
| Formidable Asset Management, LLC | $233,520 | 28,583 | 0.20% | Shares |
| Stratos Wealth Advisors, LLC | $231,560 | 28,000 | 0.20% | Shares |
| Successful Portfolios LLC | $212,968 | 25,102 | 0.19% | Shares |
Activists & 5%+ owners 2 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Bulldog Investors, LLC, Phillip Goldstein, Andrew Dakos, Steven Samuels ×3 filings | April 9, 2014 | · | Initial filing | · | SEC |
| Bulldog Investors, Brooklyn Capital Management, Phillip Goldstein and Andrew Dakos ×2 filings | Aug. 17, 2012 | · | Initial filing | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 5 insiders · 4 officers · 1 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Walter A Row III | President | Aug. 11, 2011 J | 5,065 | 0 | 0 | $0 |
| Duncan W Richardson | Vice President | Aug. 9, 2011 P | 35,500 | 0 | 0 | $0 |
| Michael A Allison | Vice President | Nov. 26, 2007 P | 2,100 | 0 | 0 | $0 |
| James B Hawkes | Vice President | Oct. 26, 2007 P | 2,000 | 0 | 0 | $0 |
| George R. Nelson | · | Nov. 24, 2021 P | 5,000 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 1 ETF
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| PCEF · Invesco Exchange-Traded Fund Trust … | 0.83% | 788,110 | Oct. 2, 2026 | Daily |
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