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EATON VANCE RISK MNGD DIV EQ
EATON VANCE RISK MNGD DIV EQ. Institutional holdings reported to the SEC.

Institutional Holders (2015Q4)
Portfolio Summary: 73 Institutional holders with a total value of $138,005,038.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 PARAMETRIC PORTFOLIO ASSOCIATES LLC 2,946,695 29,938,000 21.69%
2 RELATIVE VALUE PARTNERS GROUP, LLC 2,689,223 27,323,000 19.80%
3 MORGAN STANLEY 1,426,627 14,494,000 10.50%
4 1832 Asset Management L.P. 626,752 6,294,000 4.56%
5 UBS Group AG 544,998 5,537,000 4.01%
6 ASSETMARK, INC 504,483 5,126,000 3.71%
7 Invesco Ltd. 475,996 4,836,000 3.50%
8 Advisors Asset Management, Inc. 467,581 4,751,000 3.44%
9 WELLS FARGO & COMPANY/MN 416,102 4,227,000 3.06%
10 LPL Financial LLC 255,176 2,559,000 1.85%
11 POINTE CAPITAL MANAGEMENT LLC 250,322 2,543,000 1.84%
12 BANK OF AMERICA CORP /DE/ 246,724 2,506,000 1.82%
13 Arete Wealth Advisors, LLC 229,587 2,333,000 1.69%
14 EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC 201,549 2,048,000 1.48%
15 BANK OF NOVA SCOTIA 177,484 1,803,000 1.31%
16 Aviance Capital Partners, LLC 165,705 1,684,000 1.22%
17 1607 Capital Partners, LLC 161,374 1,640,000 1.19%
18 IFP ADVISORS, INC 154,002 1,565,000 1.13%
19 ROYAL BANK OF CANADA 136,174 1,383,000 1.00%
20 CITIGROUP INC 115,045 1,170,000 0.85%
21 HighTower Advisors, LLC 110,499 1,120,000 0.81%
22 Commonwealth Equity Services, Inc 103,771 1,054,000 0.76%
23 Sterneck Capital Management, LLC 96,085 976,000 0.71%
24 Cambridge Investment Research Advisors, Inc. 92,148 936,000 0.68%
25 RAYMOND JAMES & ASSOCIATES 89,829 913,000 0.66%
26 Raymond James Financial Services Advisors, Inc. 76,498 777,000 0.56%
27 NINE MASTS CAPITAL Ltd 69,375 705,000 0.51%
28 ANCORA PRIVATE WEALTH ADVISORS, LLC 53,805 547,000 0.40%
29 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 49,796 506,000 0.37%
30 Investors Capital Advisory Services 46,785 475,000 0.34%
31 Formidable Asset Management, LLC 46,966 464,000 0.34%
32 First Allied Advisory Services, Inc. 44,692 448,000 0.32%
33 LADENBURG THALMANN FINANCIAL SERVICES INC. 40,562 411,000 0.30%
34 CLOUGH CAPITAL PARTNERS L P 38,500 391,000 0.28%
35 Sigma Planning Corp 37,858 385,000 0.28%
36 BOOTHBAY FUND MANAGEMENT, LLC 29,166 296,000 0.21%
37 SG Americas Securities, LLC 26,704 271,000 0.20%
38 Weiss Asset Management LP 25,209 256,000 0.19%
39 DAVENPORT & Co LLC 22,925 232,918 0.17%
40 AMERIPRISE FINANCIAL INC 22,849 232,000 0.17%
41 MSI Financial Services Inc 22,250 226,000 0.16%
42 AMERICAN INTERNATIONAL GROUP, INC. 21,183 216,000 0.16%
43 RAYMOND JAMES TRUST N.A. 20,260 206,000 0.15%
44 Squarepoint Ops LLC 19,800 201,000 0.15%
45 Virtu KCG Holdings LLC 19,732 200,000 0.14%
46 DOLIVER ADVISORS, LP 19,367 197,000 0.14%
47 B. Riley Wealth Advisors, Inc. 16,979 173,000 0.13%
48 United Asset Strategies, Inc. 15,425 157,000 0.11%
49 Janney Montgomery Scott LLC 15,126 154,000 0.11%
50 Cetera Advisor Networks LLC 12,704 128,000 0.09%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.