ETJ — Eaton Vance Risk-Managed Div Institutional Holders · Q3 2026
Who owns Eaton Vance Risk-Managed Div (ETJ)? 10 institutions reported holding $2.22M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: First Heartland Consultants, Inc. ($1.1M), David J Yvars Group ($312,597), Decision Investments, Inc ($280,288).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | First Heartland Consultants, Inc. | $1.1M | 130,050 | Added |
| 2 | David J Yvars Group | $312,597 | 38,262 | Added |
| 3 | DECISION INVESTMENTS, INC | $280,288 | 34,307 | Hold |
| 4 | WINEBRENNER CAPITAL MANAGEMENT LLC | $245,100 | 30,000 | Hold |
| 5 | Successful Portfolios LLC | $179,804 | 22,102 | Trimmed |
| 6 | GAMMA Investing LLC | $65,360 | 8,000 | Hold |
| 7 | CoreCap Advisors, LLC | $54,126 | 6,625 | Trimmed |
| 8 | ARMSTRONG ADVISORY GROUP, INC | $13,814 | 1,691 | Added |
| 9 | GoalVest Advisory LLC | $2,663 | 326 | Trimmed |
| 10 | Noble Wealth Management PBC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30