Eaton Vance RSK-MGD DiversETJ
13F holders, Q1 2026 (March 31)118holders −1
9new positions
8sold out
$8.17avg. 13F price*
At the end of Q1 2026, 118 institutions reported holding Eaton Vance RSK-MGD Divers (ETJ) in their 13F filings, down 1 from Q4 2025. 9 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($18.3M), Raymond James Financial Inc. ($15.8M) and Osaic Holdings, Inc. ($9.9M).
- Company
- Eaton Vance RSK-MGD Divers
- CUSIP
- 27829G106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.2M |
| Exits | 8 | $8.4M |
All 13F filers, Q4 2025 → Q1 2026: 685,004 shares bought and 1,519,242 shares sold, net −834,238 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 118 holders
| LPL Financial LLC | 0.00% | Add +0.3% | 2,238,255 | $18.3M |
| Raymond James Financial Inc. | 0.00% | Add +1.8% | 1,936,190 | $15.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.5% | 1,210,724 | $9.9M |
| Guggenheim Capital LLC | 0.07% | Add +5.4% | 1,148,133 | $9.4M |
| Invesco Ltd. | 0.00% | Reduce -3.7% | 956,309 | $7.8M |
| Morgan Stanley | 0.00% | Add +4.7% | 725,750 | $5.9M |
| Advisors Asset Management, Inc. | 0.07% | Add +10.8% | 485,611 | $4.0M |
| Ameriprise Financial Inc. | 0.00% | Add +4.8% | 427,823 | $3.5M |
| Shaker Financial Services, LLC | 0.70% | Reduce -40.3% | 247,420 | $2.0M |
| Cohen & Steers, Inc. | 0.00% | Reduce -9.4% | 241,380 | $2.0M |
| Focus Partners Wealth | 0.00% | Add +13.6% | 225,692 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.8% | 190,940 | $1.6M |
| Financial Alternatives, Inc | 0.83% | Reduce -0.4% | 188,665 | $1.5M |
| Wells Fargo & Company | 0.00% | Reduce -11.4% | 177,068 | $1.4M |
| Bank of America Corp. | 0.00% | Reduce -7.6% | 159,954 | $1.3M |
| IHT Wealth Management, LLC | 0.03% | Reduce -5.6% | 156,005 | $1.3M |
| Creative Planning | 0.00% | Reduce -14.7% | 150,479 | $1.2M |
| &partners | 0.01% | Add +106.0% | 149,286 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +5.0% | 134,957 | $1.1M |
| Calamos Advisors LLC | 0.01% | Add +13.5% | 133,982 | $1.1M |
| Two Sigma Investments, LP | 0.00% | Reduce -0.3% | 133,176 | $1.1M |
| First Heartland Consultants, Inc. | 0.08% | Add +9.4% | 125,241 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +569.0% | 120,616 | $985K |
| Royal Bank of Canada | 0.00% | Add +3.7% | 116,319 | $951K |
| PMG Family Office LLC | 0.92% | Add +6.4% | 101,258 | $827K |
| UBS Group AG | 0.00% | Reduce -7.9% | 92,297 | $754K |
| Independent Financial Group, LLC | 0.02% | Reduce -4.2% | 92,123 | $753K |
| Advisory Services Network, LLC | 0.01% | Add +7.1% | 91,996 | $752K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -1.9% | 85,360 | $697K |
| Pointe Capital Management LLC | 0.34% | Add +40.8% | 84,722 | $692K |
| Centaurus Financial, Inc. | 0.03% | Add +1.2% | 74,947 | $612K |
| Independent Advisor Alliance | 0.01% | New | 69,048 | $564K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.2% | 62,060 | $507K |
| SageView Advisory Group, LLC | 0.02% | Add +0.8% | 60,198 | $492K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.6% | 58,312 | $476K |
| Cetera Investment Advisers | 0.00% | Add +0.2% | 56,575 | $462K |
| Garden State Investment Advisory Services LLC | 0.10% | Add +15.9% | 52,945 | $433K |
| WCG Wealth Advisors LLC | 0.01% | Add +0.9% | 51,136 | $418K |
| Winebrenner Capital Management LLC | 0.26% | No change | 50,000 | $409K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.5% | 47,991 | $392K |
| Stifel Financial Corp. | 0.00% | Reduce -6.5% | 47,952 | $392K |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 41,185 | $336K |
| David J Yvars Group | 0.18% | Reduce -4.0% | 40,246 | $329K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -19.6% | 38,983 | $315K |
| ELCO Management Co., LLC | 0.15% | Reduce -8.5% | 38,143 | $312K |
| Arlington Capital Management, Inc. | 0.17% | Add +5.1% | 35,843 | $293K |
| Baird Financial Group, Inc. | 0.00% | Add +6.9% | 35,101 | $287K |
| Decision Investments, Inc. | 0.32% | Reduce -1.3% | 34,443 | $281K |
| Portfolio Strategies, Inc. | 0.03% | Reduce -24.0% | 31,956 | $261K |
| Sigma Planning Corp | 0.01% | Add +0.2% | 31,621 | $258K |
| Formidable Asset Management, LLC | 0.04% | Add +0.5% | 28,371 | $250K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 28,000 | $229K |
| Western Wealth Management, LLC | 0.01% | Add +5.6% | 25,915 | $212K |
| Closed-End Fund Advisors, Inc. | 0.21% | Add +0.3% | 25,489 | $208K |
| Elevation Point Wealth Partners, LLC | 0.00% | No change | 25,000 | $204K |
| Vestmark Advisory Solutions, Inc. | 0.00% | No change | 25,000 | $204K |
| Successful Portfolios LLC | 0.11% | Reduce -9.1% | 25,102 | $202K |
| WESPAC Advisors, LLC | 0.11% | No change | 24,000 | $196K |
| Lanark Financial, Inc. | 0.01% | Add +27.9% | 23,656 | $193K |
| Harbour Wealth Management Group, Inc. | 0.14% | Add +0.3% | 22,856 | $187K |
| Prospera Financial Services Inc | 0.00% | Add +44.3% | 22,683 | $185K |
| Kovack Advisors, Inc. | 0.01% | Add +39.5% | 22,386 | $183K |
| International Assets Investment Management, LLC | 0.01% | Add +18.8% | 22,109 | $181K |
| Boothbay Fund Management, LLC | 0.00% | Reduce -69.0% | 21,227 | $173K |
| Allworth Financial LP | 0.00% | No change | 20,117 | $164K |
| GWN Securities Inc. | 0.03% | No change | 19,905 | $163K |
| Rpo LLC | 0.83% | Reduce -85.8% | 19,442 | $159K |
| Founders Financial Alliance, LLC | 0.03% | Add +4.2% | 19,122 | $156K |
| Everstar Asset Management, LLC | 0.07% | Reduce -14.3% | 16,955 | $139K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +41.2% | 17,455 | $138K |
| Semus Wealth Partners LLC | 0.08% | Add +1.0% | 16,586 | $136K |
| NWF Advisory Services Inc. | 0.01% | No change | 16,300 | $133K |
| Strategic Financial Concepts, LLC | 0.03% | New | 16,100 | $132K |
| Primoris Wealth Advisors, LLC | 0.09% | Add +0.0% | 16,079 | $131K |
| Susquehanna International Group, LLP | 0.00% | New | 15,969 | $130K |
| Summit Financial, LLC | 0.00% | Add +0.0% | 15,329 | $125K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +1.5% | 15,195 | $124K |
| Wealth Effects LLC | 0.04% | Reduce -0.5% | 15,075 | $123K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 14,428 | $118K |
| XTX Topco Ltd | 0.00% | New | 14,344 | $117K |
| Principal Securities, Inc. | 0.00% | No change | 13,474 | $110K |
| Catalina Capital Group, LLC | 0.07% | Add +0.2% | 13,296 | $109K |
| Procyon Advisors, LLC | 0.01% | New | 12,700 | $104K |
| Harbour Investments, Inc. | 0.00% | Add +91.3% | 12,574 | $103K |
| MML Investors Services, LLC | 0.00% | No change | 12,360 | $101K |
| Insight Advisors, LLC/ PA | 0.02% | Add +2.3% | 12,144 | $99K |
| Marshall Financial Group, LLC | 0.02% | No change | 12,025 | $98K |
| Gateway Wealth Partners, LLC | 0.00% | New | 12,000 | $98K |
| World Investment Advisors | 0.00% | Add +0.9% | 11,435 | $93K |
| Diversified Enterprises, LLC | 0.01% | Add +0.6% | 11,419 | $93K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.2% | 11,131 | $91K |
| Gladstone Institutional Advisory LLC | 0.00% | No change | 11,090 | $91K |
| Vista Investment Partners Ii, LLC | 0.04% | No change | 11,036 | $90K |
| Kingsbury Capital Investment Advisors LLC | 0.08% | — | 10,975 | $90K |
| Jane Street Group, LLC | 0.00% | Reduce -69.8% | 10,724 | $88K |
| Waverly Advisors, LLC | 0.00% | Reduce -13.4% | 10,011 | $82K |
| GAMMA Investing LLC | 0.00% | No change | 8,000 | $65K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +46.5% | 6,296 | $51K |
| MAI Capital Management | 0.00% | Add +86.2% | 6,216 | $51K |
| Princeton Global Asset Management LLC | 0.01% | No change | 5,752 | $47K |
"% 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.