Eaton Vance RSK-MGD DiversETJ
13F holders, Q4 2025 (December 31)119holders +9
13new positions
7sold out
$8.82avg. 13F price*
At the end of Q4 2025, 119 institutions reported holding Eaton Vance RSK-MGD Divers (ETJ) in their 13F filings, up 9 from Q3 2025. 13 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($19.7M), Raymond James Financial Inc. ($16.8M) and Osaic Holdings, Inc. ($10.8M).
- Company
- Eaton Vance RSK-MGD Divers
- CUSIP
- 27829G106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $5.3M |
| Exits | 7 | $1.5M |
All 13F filers, Q3 2025 → Q4 2025: 1,235,224 shares bought and 1,017,502 shares sold, net +217,722 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 119 holders
| LPL Financial LLC | 0.01% | Reduce -0.2% | 2,232,032 | $19.7M |
| Raymond James Financial Inc. | 0.01% | Add +5.1% | 1,902,639 | $16.8M |
| Osaic Holdings, Inc. | 0.02% | Add +3.2% | 1,229,160 | $10.8M |
| Guggenheim Capital LLC | 0.07% | Add +20.4% | 1,088,860 | $9.6M |
| Invesco Ltd. | 0.00% | Reduce -3.5% | 993,330 | $8.8M |
| Cornerstone Advisors, LLC | 0.22% | Reduce -21.4% | 762,333 | $6.7M |
| Morgan Stanley | 0.00% | Reduce -21.6% | 693,493 | $6.1M |
| Advisors Asset Management, Inc. | 0.06% | Add +19.4% | 438,453 | $3.9M |
| Shaker Financial Services, LLC | 1.16% | Add +13.1% | 414,103 | $3.7M |
| Ameriprise Financial Inc. | 0.00% | Add +2.9% | 408,309 | $3.6M |
| Cohen & Steers, Inc. | 0.00% | Reduce -42.4% | 266,380 | $2.3M |
| Wells Fargo & Company | 0.00% | Reduce -29.6% | 199,761 | $1.8M |
| Focus Partners Wealth | 0.00% | New | 198,759 | $1.8M |
| Financial Alternatives, Inc | 0.97% | Reduce -1.9% | 189,491 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.2% | 185,731 | $1.6M |
| Creative Planning | 0.00% | Reduce -3.7% | 176,434 | $1.6M |
| Bank of America Corp. | 0.00% | Add +1.6% | 173,157 | $1.5M |
| IHT Wealth Management, LLC | 0.04% | Reduce -3.4% | 165,239 | $1.5M |
| Rpo LLC | 1.57% | New | 136,910 | $1.2M |
| Readystate Asset Management LP | 0.09% | Add +28.6% | 134,063 | $1.2M |
| Two Sigma Investments, LP | 0.00% | Reduce -0.5% | 133,535 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +6.0% | 128,562 | $1.1M |
| Calamos Advisors LLC | 0.01% | Add +32.1% | 118,032 | $1.0M |
| First Heartland Consultants, Inc. | 0.08% | Reduce -0.8% | 114,498 | $1.0M |
| Royal Bank of Canada | 0.00% | Add +4.7% | 112,136 | $989K |
| UBS Group AG | 0.00% | Add +24.7% | 100,198 | $884K |
| Independent Financial Group, LLC | 0.02% | Reduce -3.0% | 96,133 | $848K |
| PMG Family Office LLC | 0.97% | Reduce -3.6% | 95,158 | $839K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -0.2% | 87,046 | $768K |
| Advisory Services Network, LLC | 0.01% | Add +1.6% | 85,908 | $758K |
| Centaurus Financial, Inc. | 0.03% | Add +5.6% | 74,036 | $653K |
| &partners | 0.00% | New | 72,476 | $639K |
| Boothbay Fund Management, LLC | 0.02% | New | 68,455 | $604K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.1% | 66,840 | $590K |
| NewEdge Advisors, LLC | 0.00% | Add +43.0% | 61,112 | $539K |
| Pointe Capital Management LLC | 0.26% | Reduce -12.9% | 60,155 | $531K |
| SageView Advisory Group, LLC | 0.02% | Add +2.9% | 59,691 | $526K |
| Cetera Investment Advisers | 0.00% | Add +12.8% | 56,485 | $498K |
| Stifel Financial Corp. | 0.00% | Reduce -10.0% | 51,290 | $452K |
| WCG Wealth Advisors LLC | 0.01% | No change | 50,686 | $447K |
| Winebrenner Capital Management LLC | 0.29% | Reduce -37.5% | 50,000 | $441K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +46.9% | 48,508 | $431K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.0% | 48,718 | $430K |
| Garden State Investment Advisory Services LLC | 0.10% | Reduce -0.3% | 45,688 | $403K |
| Portfolio Strategies, Inc. | 0.04% | Reduce -1.0% | 42,066 | $371K |
| David J Yvars Group | 0.20% | Add +8.7% | 41,930 | $370K |
| ELCO Management Co., LLC | 0.23% | Reduce -2.6% | 41,693 | $368K |
| HighTower Advisors, LLC | 0.00% | Add +0.4% | 41,181 | $363K |
| Jane Street Group, LLC | 0.00% | Add +46.9% | 35,522 | $313K |
| Decision Investments, Inc. | 0.34% | — | 34,903 | $308K |
| Arlington Capital Management, Inc. | 0.18% | Reduce -3.1% | 34,118 | $301K |
| Baird Financial Group, Inc. | 0.00% | Reduce -6.1% | 32,835 | $290K |
| Sigma Planning Corp | 0.01% | Reduce -0.7% | 31,560 | $278K |
| Formidable Asset Management, LLC | 0.04% | Reduce -3.6% | 28,240 | $254K |
| Successful Portfolios LLC | 0.13% | Add +10.0% | 27,602 | $247K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -6.7% | 28,000 | $247K |
| Closed-End Fund Advisors, Inc. | 0.13% | — | 25,416 | $224K |
| Elevation Point Wealth Partners, LLC | 0.01% | No change | 25,000 | $221K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 25,000 | $221K |
| Everstar Asset Management, LLC | 0.12% | Add +16.7% | 19,786 | $218K |
| Western Wealth Management, LLC | 0.01% | Add +76.6% | 24,548 | $217K |
| WESPAC Advisors, LLC | 0.11% | Reduce -28.4% | 24,000 | $212K |
| Harbour Wealth Management Group, Inc. | 0.16% | — | 22,790 | $201K |
| Almitas Capital LLC | 0.04% | New | 20,661 | $182K |
| Allworth Financial LP | 0.00% | Reduce -7.5% | 20,117 | $177K |
| GWN Securities Inc. | 0.04% | No change | 19,905 | $176K |
| International Assets Investment Management, LLC | 0.01% | Add +19.2% | 18,609 | $164K |
| Lanark Financial, Inc. | 0.01% | Reduce -22.3% | 18,494 | $163K |
| Founders Financial Alliance, LLC | 0.03% | Add +12.1% | 18,357 | $162K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.2% | 18,028 | $159K |
| Semus Wealth Partners LLC | 0.08% | Reduce -11.6% | 16,428 | $145K |
| NWF Advisory Services Inc. | 0.02% | No change | 16,300 | $144K |
| Primoris Wealth Advisors, LLC | 0.08% | Add +0.0% | 16,075 | $142K |
| Kovack Advisors, Inc. | 0.01% | New | 16,052 | $142K |
| Prospera Financial Services Inc | 0.00% | New | 15,721 | $139K |
| Summit Financial, LLC | 0.00% | Reduce -34.1% | 15,325 | $135K |
| Wealth Effects LLC | 0.04% | Reduce -1.9% | 15,150 | $134K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +1.4% | 14,977 | $132K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -20.5% | 14,428 | $127K |
| Liberty Capital Management, Inc. | 0.02% | Reduce -12.4% | 14,170 | $125K |
| Principal Securities, Inc. | 0.00% | Reduce -21.5% | 13,474 | $119K |
| Catalina Capital Group, LLC | 0.07% | Add +0.7% | 13,270 | $117K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.3% | 12,360 | $109K |
| MML Investors Services, LLC | 0.00% | Add +3.8% | 12,360 | $109K |
| Marshall Financial Group, LLC | 0.02% | No change | 12,025 | $106K |
| Insight Advisors, LLC/ PA | 0.02% | Add +2.2% | 11,871 | $105K |
| Waverly Advisors, LLC | 0.00% | No change | 11,560 | $102K |
| Diversified Enterprises, LLC | 0.01% | Reduce -0.5% | 11,353 | $100K |
| World Investment Advisors | 0.00% | New | 11,330 | $100K |
| Gladstone Institutional Advisory LLC | 0.00% | Reduce -1.3% | 11,090 | $98K |
| Vista Investment Partners Ii, LLC | 0.04% | No change | 11,036 | $97K |
| Kestra Advisory Services, LLC | 0.00% | New | 11,002 | $97K |
| StoneX Group Inc. | 0.00% | New | 10,782 | $95K |
| Landscape Capital Management, L.L.C. | 0.01% | New | 10,613 | $94K |
| GAMMA Investing LLC | 0.00% | No change | 8,000 | $71K |
| Farther Finance Advisors, LLC | 0.00% | No change | 7,590 | $67K |
| CoreCap Advisors, LLC | 0.00% | No change | 6,760 | $60K |
| Harbour Investments, Inc. | 0.00% | Add +557.4% | 6,574 | $58K |
| Princeton Global Asset Management LLC | 0.01% | No change | 5,752 | $51K |
| Creative Capital Management Investments LLC | 0.01% | No change | 4,694 | $41K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 4,296 | $38K |
| MAI Capital Management | 0.00% | Add +2.2% | 3,339 | $29K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -69.2% | 3,030 | $27K |
| Noble Wealth Management PBC | 0.01% | No change | 2,500 | $22K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,475 | $22K |
| Comerica Bank | 0.00% | Reduce -0.1% | 2,052 | $18K |
| Manchester Capital Management LLC | 0.00% | No change | 2,000 | $18K |
| Hoey Investments, Inc. | 0.00% | No change | 2,000 | $18K |
| Private Trust Co. NA | 0.00% | No change | 2,000 | $18K |
| Blue Bell Private Wealth Management, LLC | 0.00% | New | 1,700 | $15K |
| City Holding Co. | 0.00% | Reduce -71.7% | 1,700 | $15K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +2.2% | 1,578 | $14K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -1.5% | 1,254 | $11K |
| TD Capital Management LLC | 0.00% | No change | 1,023 | $9K |
| Luminist Capital LLC | 0.01% | No change | 697 | $6K |
| GoalVest Advisory LLC | 0.00% | No change | 560 | $5K |
| Highline Wealth Partners LLC | 0.00% | No change | 500 | $4K |
| Parallel Advisors, LLC | 0.00% | Reduce -91.2% | 230 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -60.0% | 4 | $35 |
"% of holder's portfolio" is ETJ's weight in each manager's 13F, not the share of Eaton Vance RSK-MGD Divers the manager owns.