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Eaton Vance Risk-Mgd Divers Eq
Eaton Vance Risk-Mgd Divers Eq. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 54 Institutional holders with a total value of $61,530,272.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MORGAN STANLEY 2,085,769 18,939,000 30.78%
2 Invesco Ltd. 603,443 5,479,000 8.90%
3 LPL Financial LLC 568,754 5,159,000 8.38%
4 Advisors Asset Management, Inc. 433,375 3,935,000 6.40%
5 Sterneck Capital Management, LLC 358,788 3,258,000 5.29%
6 GUGGENHEIM CAPITAL LLC 276,720 2,513,000 4.08%
7 BANK OF AMERICA CORP /DE/ 220,803 2,005,000 3.26%
8 WELLS FARGO & COMPANY/MN 220,669 2,004,000 3.26%
9 Shaker Financial Services, LLC 177,209 1,609,000 2.61%
10 BANK OF NOVA SCOTIA 165,999 1,507,000 2.45%
11 Cambridge Investment Research Advisors, Inc. 145,601 1,322,000 2.15%
12 ROYAL BANK OF CANADA 128,871 1,170,000 1.90%
13 ASSETMARK, INC 128,532 1,167,000 1.90%
14 1832 Asset Management L.P. 125,000 1,137,000 1.85%
15 Raymond James Financial Services Advisors, Inc. 120,995 1,099,000 1.79%
16 RAYMOND JAMES & ASSOCIATES 100,530 913,000 1.48%
17 MILLENNIUM MANAGEMENT LLC 86,664 787,000 1.28%
18 LADENBURG THALMANN FINANCIAL SERVICES INC. 78,412 712,000 1.16%
19 DOLIVER ADVISORS, LP 65,986 599,000 0.97%
20 WOLVERINE ASSET MANAGEMENT LLC 65,334 593,000 0.96%
21 CITIGROUP INC 64,380 585,000 0.95%
22 Aviance Capital Partners, LLC 48,793 443,000 0.72%
23 First Allied Advisory Services, Inc. 46,010 418,000 0.68%
24 Commonwealth Equity Services, Inc 44,128 401,000 0.65%
25 CORNERSTONE ADVISORS INC 39,534 359,000 0.58%
26 Sigma Planning Corp 37,803 343,000 0.56%
27 AMERIPRISE FINANCIAL INC 31,663 287,000 0.47%
28 Global X Management CO LLC 29,246 266,000 0.43%
29 STIFEL FINANCIAL CORP 23,498 213,000 0.35%
30 DAVENPORT & Co LLC 21,459 192,272 0.31%
31 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 20,579 187,000 0.30%
32 Cetera Advisors LLC 19,601 178,000 0.29%
33 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 16,634 151,000 0.25%
34 TWO SIGMA SECURITIES, LLC 15,770 143,000 0.23%
35 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 15,601 142,000 0.23%
36 United Asset Strategies, Inc. 15,425 140,000 0.23%
37 Creative Planning 14,177 129,000 0.21%
38 HighTower Advisors, LLC 13,623 123,000 0.20%
39 GOLDMAN SACHS GROUP INC 12,746 116,000 0.19%
40 CITADEL ADVISORS LLC 12,621 115,000 0.19%
41 RAYMOND JAMES TRUST N.A. 11,542 105,000 0.17%
42 Cetera Advisor Networks LLC 11,500 105,000 0.17%
43 INVESTMENT CENTERS OF AMERICA INC 10,715 98,000 0.16%
44 NATIONAL PLANNING CORP 10,700 97,000 0.16%
45 Ancora Advisors LLC 10,300 94,000 0.15%
46 MUFG Americas Holdings Corp 6,523 59,000 0.10%
47 Liberty Capital Management, Inc. 5,000 45,000 0.07%
48 PNC FINANCIAL SERVICES GROUP, INC. 4,590 42,000 0.07%
49 CITY HOLDING CO 2,663 24,000 0.04%
50 Live Your Vision, LLC 1,593 14,000 0.02%
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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.