Filing Research | EATON VANCE RISK-MANAGED DIV Institutional Holdings

Snapshot holdings

27 / 27 loaded

#		Instrument	quantity
1	Shaker Financial Services, LLC	Shares	206.9KSH	$1.7M
2	First Heartland Consultants, Inc.	Shares	129.1KSH	$1.1M
3	PMG Family Office LLC	Shares	108.6KSH	$897.8K
4	INDEPENDENT FINANCIAL GROUP, LLC	Shares	81.0KSH	$670.1K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	39.5KSH	$336.1K
6	LANARK FINANCIAL, INC.	Shares	38.3KSH	$317.0K
7	David J Yvars Group	Shares	37.9KSH	$313.3K
8	DECISION INVESTMENTS, INC	Shares	34.3KSH	$283.7K
9	WINEBRENNER CAPITAL MANAGEMENT LLC	Shares	30.0KSH	$248.1K
10	Formidable Asset Management, LLC	Shares	28.6KSH	$233.5K
11	Successful Portfolios LLC	Shares	25.1KSH	$213.0K
12	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	24.1KSH	$202.0K
13	Prospera Financial Services Inc	Shares	22.7KSH	$187.6K
14	B. Riley Wealth Advisors, Inc.	Shares	19.7KSH	$162.9K
15	FLAGSHIP HARBOR ADVISORS, LLC	Shares	14.6KSH	$121.0K
16	Procyon Advisors, LLC	Shares	12.7KSH	$105.0K
17	Marshall Financial Group, LLC	Shares	12.0KSH	$99.4K
18	Liberty Capital Management, Inc.	Shares	11.2KSH	$92.4K
19	VISTA INVESTMENT PARTNERS II, LLC	Shares	11.0KSH	$91.3K
20	GAMMA Investing LLC	Shares	8.0KSH	$66.2K
21	CoreCap Advisors, LLC	Shares	7.0KSH	$58.1K
22	Princeton Global Asset Management LLC	Shares	5.8KSH	$47.6K
23	Creative Capital Management Investments LLC	Shares	3.6KSH	$29.4K
24	Noble Wealth Management PBC	Shares	2.5KSH	$20.7K
25	ARMSTRONG ADVISORY GROUP, INC	Shares	1.7KSH	$13.7K
26	GoalVest Advisory LLC	Shares	560SH	$4.6K
27	HIGHLINE WEALTH PARTNERS LLC	Shares	500SH	$4.1K

Manager changes2026-06-30 vs 2026-03-31

27 / 27 loaded

#		Instrument
1	LANARK FINANCIAL, INC. added	Shares	+14.7K	+$123.7K	$317.0K
2	PMG Family Office LLC added	Shares	+7.3K	+$70.5K	$897.8K
3	First Heartland Consultants, Inc. added	Shares	+3.9K	+$44.8K	$1.1M
4	B. Riley Wealth Advisors, Inc. added	Shares	+2.3K	+$24.8K	$162.9K
5	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+2.0K	+$21.4K	$202.0K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+564	+$21.2K	$336.1K
7	CoreCap Advisors, LLC added	Shares	+2.0K	+$17.0K	$58.1K
8	Successful Portfolios LLC unchanged	Shares	0	+$11.3K	$213.0K
9	DECISION INVESTMENTS, INC trimmed	Shares	-136	+$2.3K	$283.7K
10	Prospera Financial Services Inc unchanged	Shares	0	+$2.3K	$187.6K
11	Procyon Advisors, LLC unchanged	Shares	0	+$1.3K	$105.0K
12	Marshall Financial Group, LLC unchanged	Shares	0	+$1.2K	$99.4K
13	VISTA INVESTMENT PARTNERS II, LLC unchanged	Shares	0	+$1.1K	$91.3K
14	GAMMA Investing LLC unchanged	Shares	0	+$800	$66.2K
15	Princeton Global Asset Management LLC unchanged	Shares	0	+$575	$47.6K
16	ARMSTRONG ADVISORY GROUP, INC added	Shares	+38	+$472	$13.7K
17	Creative Capital Management Investments LLC unchanged	Shares	0	+$355	$29.4K
18	Noble Wealth Management PBC unchanged	Shares	0	+$250	$20.7K
19	GoalVest Advisory LLC unchanged	Shares	0	+$56	$4.6K
20	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$50	$4.1K
21	FLAGSHIP HARBOR ADVISORS, LLC trimmed	Shares	-564	-$3.1K	$121.0K
22	David J Yvars Group trimmed	Shares	-2.4K	-$15.5K	$313.3K
23	Formidable Asset Management, LLC added	Shares	+212	-$16.7K	$233.5K
24	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-11.1K	-$82.6K	$670.1K
25	WINEBRENNER CAPITAL MANAGEMENT LLC trimmed	Shares	-20.0K	-$160.4K	$248.1K
26	Arlington Capital Management, Inc. exited	Shares	-35.8K	-$292.8K	$0
27	Shaker Financial Services, LLC trimmed	Shares	-40.5K	-$310.3K	$1.7M