ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund Common Shares of Beneficial Interest
$8.44
Price · Aug 19, 2026
ETJ Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$8.44
Market Cap
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P/E (TTM)
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EPS (TTM)
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Revenue (TTM)
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Div Yield
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ROE
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Debt/Equity
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52W Range
$8 – $9
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10-Year Performance Revenue, net income, margins and EPS trends
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Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
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ETJ
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Profitability Gross, operating and net margins; ROE, ROA, ROIC
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Financial Health Debt, liquidity, solvency — balance sheet strength
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Dividends Yield, payout ratio, dividend history, 5Y CAGR
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| Ex-date | Amount |
|---|---|
| Aug. 14, 2026 | $0.0650 |
| July 15, 2026 | $0.0650 |
| June 15, 2026 | $0.0650 |
| May 15, 2026 | $0.0650 |
| April 15, 2026 | $0.0650 |
| March 16, 2026 | $0.0650 |
| Feb. 17, 2026 | $0.0650 |
| Jan. 15, 2026 | $0.0650 |
| Dec. 15, 2025 | $0.0650 |
| Nov. 14, 2025 | $0.0650 |
| Oct. 15, 2025 | $0.0650 |
| Sept. 15, 2025 | $0.0650 |
| Aug. 15, 2025 | $0.0650 |
| July 15, 2025 | $0.0650 |
| June 16, 2025 | $0.0650 |
| May 15, 2025 | $0.0650 |
| April 15, 2025 | $0.0650 |
| March 14, 2025 | $0.0650 |
| Feb. 14, 2025 | $0.0650 |
| Jan. 15, 2025 | $0.0650 |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Next Report
Aug 26, 2026
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Institutional owners (13F) 128 filers · $95.7M total · As of June 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.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 14 (+4 vs prior Q) | 7 (-2 vs prior Q) | 43 (-1 vs prior Q) | 27 (-6 vs prior Q) | +2.7M |
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 | 20.16% | Shares |
| GUGGENHEIM CAPITAL LLC | $11,576,801 | 1,399,855 | 12.09% | Shares |
| OSAIC HOLDINGS, INC. | $10,316,207 | 1,247,423 | 10.78% | Shares |
| MORGAN STANLEY | $6,108,751 | 738,664 | 6.38% | Shares |
| RAYMOND JAMES FINANCIAL INC | $5,573,425 | 673,933 | 5.82% | Shares |
| AMERIPRISE FINANCIAL INC | $3,675,634 | 444,704 | 3.84% | Shares |
| Advisors Asset Management, Inc. | $3,215,935 | 345,428 | 3.36% | Shares |
| Maxwell Wealth Strategies Inc. | $2,003,500 | 215,199 | 2.09% | Shares |
| Shaker Financial Services, LLC | $1,711,080 | 206,902 | 1.79% | Shares |
| Focus Partners Wealth | $1,586,500 | 191,837 | 1.66% | Shares |
| Financial Alternatives, Inc | $1,489,593 | 180,120 | 1.56% | Shares |
| BANK OF AMERICA CORP /DE/ | $1,326,200 | 160,363 | 1.39% | Shares |
| &PARTNERS | $1,290,141 | 156,301 | 1.35% | Shares |
| Private Advisor Group, LLC | $1,245,068 | 150,552 | 1.30% | Shares |
| IHT Wealth Management, LLC | $1,227,998 | 148,488 | 1.28% | Shares |
| Steward Partners Investment Advisory, LLC | $1,200,118 | 145,117 | 1.25% | Shares |
| TWO SIGMA INVESTMENTS, LP | $1,101,366 | 133,176 | 1.15% | Shares |
| First Heartland Consultants, Inc. | $1,068,041 | 129,146 | 1.12% | Shares |
| Creative Planning | $980,362 | 118,544 | 1.02% | Shares |
| PMG Family Office LLC | $897,750 | 108,555 | 0.94% | Shares |
| Calamos Advisors LLC | $815,819 | 98,648 | 0.85% | Shares |
| WELLS FARGO & COMPANY/MN | $793,887 | 95,996 | 0.83% | Shares |
| INDEPENDENT FINANCIAL GROUP, LLC | $670,077 | 81,025 | 0.70% | Shares |
| Ausdal Financial Partners, Inc. | $668,215 | 80,800 | 0.70% | Shares |
| UBS Group AG | $652,387 | 78,886 | 0.68% | Shares |
| Pointe Capital Management LLC | $644,761 | 77,964 | 0.67% | Shares |
| SageView Advisory Group, LLC | $569,178 | 68,824 | 0.59% | Shares |
| Cetera Investment Advisers | $504,819 | 61,042 | 0.53% | Shares |
| STIFEL FINANCIAL CORP | $441,123 | 53,340 | 0.46% | Shares |
| Garden State Investment Advisory Services LLC | $427,107 | 51,645 | 0.45% | Shares |
| WCG Wealth Advisors LLC | $422,895 | 51,136 | 0.44% | Shares |
| NewEdge Advisors, LLC | $420,745 | 50,876 | 0.44% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $413,890 | 50,047 | 0.43% | Shares |
| Invesco Ltd. | $382,314 | 46,229 | 0.40% | Shares |
| RPO LLC | $342,726 | 41,442 | 0.36% | Shares |
| HighTower Advisors, LLC | $340,635 | 41,189 | 0.36% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $336,147 | 39,547 | 0.35% | Shares |
| LANARK FINANCIAL, INC. | $316,965 | 38,327 | 0.33% | Shares |
| David J Yvars Group | $313,281 | 37,882 | 0.33% | Shares |
| Baird Financial Group, Inc. | $300,168 | 36,296 | 0.31% | Shares |
| DECISION INVESTMENTS, INC | $283,719 | 34,307 | 0.30% | Shares |
| Sigma Planning Corp | $256,816 | 31,054 | 0.27% | Shares |
| Portfolio Strategies, Inc. | $255,717 | 30,921 | 0.27% | Shares |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $248,100 | 30,000 | 0.26% | Shares |
| TRUIST FINANCIAL CORP | $235,166 | 28,436 | 0.25% | Shares |
| BOOTHBAY FUND MANAGEMENT, LLC | $234,124 | 28,310 | 0.24% | Shares |
| Formidable Asset Management, LLC | $233,520 | 28,583 | 0.24% | Shares |
| Stratos Wealth Advisors, LLC | $231,560 | 28,000 | 0.24% | Shares |
| Successful Portfolios LLC | $212,968 | 25,102 | 0.22% | Shares |
| Western Wealth Management, LLC | $211,869 | 25,619 | 0.22% | Shares |
| MGO ONE SEVEN LLC | $209,615 | 25,346 | 0.22% | Shares |
| ELEVATION POINT WEALTH PARTNERS, LLC | $206,750 | 25,000 | 0.22% | Shares |
| Vestmark Advisory Solutions, Inc. | $206,750 | 25,000 | 0.22% | Shares |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $202,033 | 24,109 | 0.21% | Shares |
| HARBOUR INVESTMENTS, INC. | $200,541 | 24,249 | 0.21% | Shares |
| WESPAC Advisors, LLC | $198,480 | 24,000 | 0.21% | Shares |
| Kovack Advisors, Inc. | $196,126 | 23,450 | 0.20% | Shares |
| Closed-End Fund Advisors, Inc. | $193,220 | 23,364 | 0.20% | Shares |
| Harbour Wealth Management Group, Inc. | $191,963 | 23,212 | 0.20% | Shares |
| Prospera Financial Services Inc | $187,590 | 22,683 | 0.20% | Shares |
| CITADEL ADVISORS LLC | $176,746 | 21,372 | 0.18% | Shares |
| Sheaff Brock Investment Advisors, LLC | $170,190 | 20,117 | 0.18% | Shares |
| Allworth Financial LP | $166,368 | 20,117 | 0.17% | Shares |
| B. Riley Wealth Advisors, Inc. | $162,882 | 19,743 | 0.17% | Shares |
| Founders Financial Alliance, LLC | $158,398 | 19,153 | 0.17% | Shares |
| XTX Topco Ltd | $149,976 | 18,135 | 0.16% | Shares |
| Atria Wealth Solutions, Inc. | $147,986 | 16,352 | 0.15% | Shares |
| WEALTH EFFECTS LLC | $147,176 | 17,796 | 0.15% | Shares |
| Everstar Asset Management, LLC | $140,218 | 16,955 | 0.15% | Shares |
| Ameritas Advisory Services, LLC | $139,580 | 16,878 | 0.15% | Shares |
| Strategic Financial Concepts, LLC | $137,282 | 16,600 | 0.14% | Shares |
| NWF Advisory Services Inc. | $134,801 | 16,300 | 0.14% | Shares |
| PRIMORIS WEALTH ADVISORS, LLC | $133,007 | 16,083 | 0.14% | Shares |
| GWN SECURITIES INC. | $129,467 | 15,655 | 0.14% | Shares |
| Summit Financial, LLC | $123,558 | 14,941 | 0.13% | Shares |
| FLAGSHIP HARBOR ADVISORS, LLC | $121,002 | 14,631 | 0.13% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $119,545 | 14,455 | 0.12% | Shares |
| JPMORGAN CHASE & CO | $113,999 | 13,818 | 0.12% | Shares |
| Semus Wealth Partners LLC | $111,619 | 13,497 | 0.12% | Shares |
| PRINCIPAL SECURITIES, INC. | $111,430 | 13,474 | 0.12% | Shares |
| Catalina Capital Group, LLC | $108,628 | 13,296 | 0.11% | Shares |
| Procyon Advisors, LLC | $105,029 | 12,700 | 0.11% | Shares |
| Insight Advisors, LLC/ PA | $102,763 | 12,426 | 0.11% | Shares |
| MML INVESTORS SERVICES, LLC | $102,217 | 12,360 | 0.11% | Shares |
| Marshall Financial Group, LLC | $99,447 | 12,025 | 0.10% | Shares |
| World Investment Advisors | $94,084 | 11,435 | 0.10% | Shares |
| Diversified Enterprises, LLC | $93,974 | 11,363 | 0.10% | Shares |
| Kestra Advisory Services, LLC | $93,053 | 11,252 | 0.10% | Shares |
| KMT WEALTH MANAGEMENT, LLC | $92,870 | 11,230 | 0.10% | Shares |
| Liberty Capital Management, Inc. | $92,376 | 11,170 | 0.10% | Shares |
| Gladstone Institutional Advisory LLC | $91,714 | 11,090 | 0.10% | Shares |
| VISTA INVESTMENT PARTNERS II, LLC | $91,268 | 11,036 | 0.10% | Shares |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | $82,062 | 9,700 | 0.09% | Shares |
| GAMMA Investing LLC | $66,160 | 8,000 | 0.07% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $58,328 | 7,053 | 0.06% | Shares |
| CoreCap Advisors, LLC | $58,097 | 7,025 | 0.06% | Shares |
| Princeton Global Asset Management LLC | $47,572 | 5,752 | 0.05% | Shares |
| Advisory Services Network, LLC | $35,743 | 4,322 | 0.04% | Shares |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $31,013 | 3,750 | 0.03% | Shares |
| Creative Capital Management Investments LLC | $29,408 | 3,556 | 0.03% | Shares |
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
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.
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 … | 0.86% | 816,074 | Aug. 8, 2026 | Daily |