ETJ Eaton Vance RiskManaged Divers
Eaton Vance RiskManaged Divers (ETJ) Institutional Ownership
What the institutions did with ETJ last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| LPL Financial LLC | 2.3M | 15.9% |
| RAYMOND JAMES FINANCIAL INC | 2.0M | 13.6% |
| GUGGENHEIM CAPITAL LLC | 1.4M | 9.6% |
| OSAIC HOLDINGS, INC. | 1.3M | 8.6% |
| Invesco Ltd. | 877.6K | 6.0% |
| MORGAN STANLEY | 738.7K | 5.0% |
| Advisors Asset Management, Inc. | 481.8K | 3.3% |
| AMERIPRISE FINANCIAL INC | 444.7K | 3.0% |
| Cambridge Investment Research Advisors, Inc. | 407.7K | 2.8% |
| COHEN & STEERS, INC. | 221.4K | 1.5% |
| Shaker Financial Services, LLC | 206.9K | 1.4% |
| Focus Partners Wealth | 191.8K | 1.3% |
| Financial Alternatives, Inc | 180.1K | 1.2% |
| WELLS FARGO & COMPANY/MN | 176.3K | 1.2% |
| BANK OF AMERICA CORP /DE/ | 160.4K | 1.1% |
| &PARTNERS | 156.3K | 1.1% |
| Private Advisor Group, LLC | 150.6K | 1.0% |
| IHT Wealth Management, LLC | 148.5K | 1.0% |
| Steward Partners Investment Advisory, LLC | 145.1K | 1.0% |
| TWO SIGMA INVESTMENTS, LP | 133.2K | 0.9% |
| First Heartland Consultants, Inc. | 129.1K | 0.9% |
| Advisory Services Network, LLC | 121.7K | 0.8% |
| ROYAL BANK OF CANADA | 119.2K | 0.8% |
| Creative Planning | 118.5K | 0.8% |
| PMG Family Office LLC | 108.6K | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | Increased | 1.1M | 1.4M | +252.5K |
| Cambridge Investment Research Advisors, Inc. | Increased | 190.9K | 407.7K | +216.8K |
| LPL Financial LLC | Increased | 2.2M | 2.3M | +95.0K |
| Invesco Ltd. | Reduced | 956.3K | 877.6K | -78.7K |
| Independent Advisor Alliance | Sold Out | 69.0K | 0 | -69.0K |
| RAYMOND JAMES FINANCIAL INC | Increased | 1.9M | 2.0M | +56.3K |
| OSAIC HOLDINGS, INC. | Increased | 1.2M | 1.3M | +50.0K |
| Shaker Financial Services, LLC | Reduced | 247.4K | 206.9K | -40.5K |
| ELCO Management Co., LLC | Sold Out | 38.1K | 0 | -38.1K |
| Arlington Capital Management, Inc. | Sold Out | 35.8K | 0 | -35.8K |
| Calamos Advisors LLC | Reduced | 134.0K | 98.6K | -35.3K |
| Focus Partners Wealth | Reduced | 225.7K | 191.8K | -33.9K |
| Creative Planning | Reduced | 150.5K | 118.5K | -31.9K |
| Advisory Services Network, LLC | Increased | 92.0K | 121.7K | +29.7K |
| TRUIST FINANCIAL CORP | New | 0 | 28.4K | +28.4K |
| MGO ONE SEVEN LLC | New | 0 | 25.3K | +25.3K |
| Steward Partners Investment Advisory, LLC | Increased | 120.6K | 145.1K | +24.5K |
| RPO LLC | Increased | 19.4K | 41.4K | +22.0K |
| CITADEL ADVISORS LLC | New | 0 | 21.4K | +21.4K |
| COHEN & STEERS, INC. | Reduced | 241.4K | 221.4K | -20.0K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | Reduced | 50.0K | 30.0K | -20.0K |
| AMERIPRISE FINANCIAL INC | Increased | 427.8K | 444.7K | +16.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 16.0K | 0 | -16.0K |
| Private Advisor Group, LLC | Increased | 135.0K | 150.6K | +15.6K |
| NBC SECURITIES, INC. | Increased | 23.7K | 38.3K | +14.7K |
| ENVESTNET ASSET MANAGEMENT INC | New | 0 | 14.5K | +14.5K |
| JPMORGAN CHASE & CO | New | 0 | 13.8K | +13.8K |
| MORGAN STANLEY | Increased | 725.8K | 738.7K | +12.9K |
| Gateway Wealth Partners, LLC | Sold Out | 12.0K | 0 | -12.0K |
| HARBOUR INVESTMENTS, INC. | Increased | 12.6K | 24.2K | +11.7K |
| KMT WEALTH MANAGEMENT, LLC | New | 0 | 11.2K | +11.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | Reduced | 92.1K | 81.0K | -11.1K |
| JANE STREET GROUP, LLC | Sold Out | 10.7K | 0 | -10.7K |
| Waverly Advisors, LLC | Sold Out | 10.0K | 0 | -10.0K |
| SageView Advisory Group, LLC | Increased | 60.2K | 68.8K | +8.6K |
| Financial Alternatives, Inc | Reduced | 188.7K | 180.1K | -8.5K |
| IHT Wealth Management, LLC | Reduced | 156.0K | 148.5K | -7.5K |
| NewEdge Advisors, LLC | Reduced | 58.3K | 50.9K | -7.4K |
| PMG Family Office LLC | Increased | 101.3K | 108.6K | +7.3K |
| BOOTHBAY FUND MANAGEMENT, LLC | Increased | 21.2K | 28.3K | +7.1K |
| &PARTNERS | Increased | 149.3K | 156.3K | +7.0K |
| Pointe Capital Management LLC | Reduced | 84.7K | 78.0K | -6.8K |
| MAI Capital Management | Sold Out | 6.2K | 0 | -6.2K |
| STIFEL FINANCIAL CORP | Increased | 48.0K | 53.3K | +5.4K |
| Ausdal Financial Partners, Inc. | Reduced | 85.4K | 80.8K | -4.6K |
| Cetera Investment Advisers | Increased | 56.6K | 61.0K | +4.5K |
| GWN SECURITIES INC. | Reduced | 19.9K | 15.7K | -4.3K |
| Janney Montgomery Scott LLC | Increased | 62.1K | 66.3K | +4.2K |
| First Heartland Consultants, Inc. | Increased | 125.2K | 129.1K | +3.9K |
| Advisors Asset Management, Inc. | Reduced | 485.6K | 481.8K | -3.8K |
| XTX Topco Ltd | Increased | 14.3K | 18.1K | +3.8K |
| Semus Wealth Partners LLC | Reduced | 16.6K | 13.5K | -3.1K |
| Arax Advisory Partners | New | 0 | 3.1K | +3.1K |
| ROYAL BANK OF CANADA | Increased | 116.3K | 119.2K | +2.9K |
| WEALTH EFFECTS LLC | Increased | 15.1K | 17.8K | +2.7K |
| Ameritas Advisory Services, LLC | Increased | 14.4K | 16.9K | +2.5K |
| David J Yvars Group | Reduced | 40.2K | 37.9K | -2.4K |
| B. Riley Wealth Advisors, Inc. | Increased | 17.5K | 19.7K | +2.3K |
| Closed-End Fund Advisors, Inc. | Reduced | 25.5K | 23.4K | -2.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | Increased | 48.0K | 50.0K | +2.1K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.