EATON VANCE TAX MNGED BUY WR (ETB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
88
Reporting holders
$97.2M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | $12.8M | 825,240 | 0.08% | 31q | +21.2%+$2.2M |
| MORGAN STANLEY | $8.0M | 515,687 | 0.00% | 35q | +1.8%+$144.6K |
| BANK OF AMERICA CORP /DE/ | $7.4M | 474,400 | 0.00% | 31q | +3.9%+$276.9K |
| Invesco Ltd. | $6.9M | 443,529 | 0.00% | 31q | +12.0%+$739.8K |
| Shaker Financial Services, LLC | $6.8M | 437,829 | 2.13% | 14q | -6.6%-$478.3K |
| UBS Group AG | $5.9M | 382,004 | 0.00% | 31q | +1.5%+$90.1K |
| LPL Financial LLC | $5.4M | 349,617 | 0.00% | 31q | +4.7%+$241.4K |
| 1607 Capital Partners, LLC | $4.6M | 297,953 | 0.40% | 13q | HELD |
| Cetera Investment Advisers | $4.6M | 296,868 | 0.00% | 21q | -1.9%-$89.9K |
| WELLS FARGO & COMPANY/MN | $3.8M | 243,820 | 0.00% | 31q | -39.3%-$2.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 207,858 | 0.00% | 31q | HELD |
| RAYMOND JAMES FINANCIAL INC | $3.2M | 207,499 | 0.00% | 7q | +0.6%+$17.9K |
| OSAIC HOLDINGS, INC. | $2.4M | 156,939 | 0.00% | 26q | +4.2%+$99.3K |
| ENVESTNET ASSET MANAGEMENT INC | $2.0M | 126,134 | 0.00% | 26q | HELD |
| AMERIPRISE FINANCIAL INC | $1.8M | 114,074 | 0.00% | 31q | -50.9%-$1.8M |
| SIMS INVESTMENT MANAGEMENT, LLC | $1.6M | 100,475 | 0.48% | 7q | HELD |
| Meridian Wealth Management, LLC | $1.2M | 79,209 | 0.04% | 9q | +5.8%+$67.1K |
| PMG Family Office LLC | $1.2M | 77,741 | 1.11% | 4q | +2.1%+$24.9K |
| ROYAL BANK OF CANADA | $991.0K | 63,800 | 0.00% | 31q | +3.2%+$31.0K |
| Quartz Partners, LLC | $857.9K | 55,205 | 0.28% | 8q | +6.0%+$48.6K |
| CFO4Life Group, LLC | $731.7K | 47,086 | 0.10% | 31q | +1.8%+$13.2K |
| WCG Wealth Advisors LLC | $577.7K | 37,177 | 0.01% | 6q | HELD |
| D.A. DAVIDSON & CO. | $531.9K | 34,228 | 0.00% | 17q | HELD |
| MML INVESTORS SERVICES, LLC | $495.8K | 31,907 | 0.00% | 16q | +13.8%+$60.1K |
| Ameritas Advisory Services, LLC | $490.0K | 31,534 | 0.01% | 10q | +24.8%+$97.4K |
| Keystone Financial Group | $437.5K | 28,150 | 0.03% | 4q | HELD |
| TWO SIGMA INVESTMENTS, LP | $421.7K | 27,136 | 0.00% | 5q | -34.0%-$217.5K |
| Tyche Wealth Partners LLC | $383.1K | 24,650 | 0.05% | 11q | HELD |
| CITADEL ADVISORS LLC | $382.7K | 24,628 | 0.00% | new | NEW |
| Somerset Trust Co | $364.4K | 23,446 | 0.10% | 5q | HELD |
| HighPoint Advisor Group LLC | $358.0K | 23,037 | 0.01% | 3q | HELD |
| STIFEL FINANCIAL CORP | $329.1K | 21,174 | 0.00% | 3q | +21.2%+$57.6K |
| VSM Wealth Advisory, LLC | $317.8K | 20,451 | 0.08% | 2q | +163.4%+$197.2K |
| Fortitude Advisory Group L.L.C. | $299.0K | 19,241 | 0.11% | 19q | HELD |
| Creative Planning | $282.6K | 18,188 | 0.00% | 12q | -9.6%-$30.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $250.6K | 16,127 | 0.00% | 31q | +5.2%+$12.5K |
| MGO ONE SEVEN LLC | $238.5K | 15,345 | 0.00% | 10q | HELD |
| Cerity Partners LLC | $236.2K | 15,201 | 0.00% | 3q | HELD |
| NewEdge Advisors, LLC | $231.5K | 14,896 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $231.0K | 14,866 | 0.00% | 2q | HELD |
| Summit Financial, LLC | $230.4K | 14,825 | 0.00% | new | NEW |
| Jacobi Capital Management LLC | $226.4K | 14,566 | 0.01% | 31q | +1.7%+$3.7K |
| Stonebridge Capital Advisors LLC | $217.6K | 14,000 | 0.01% | 30q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $210.2K | 13,524 | 0.00% | 12q | HELD |
| Focus Partners Advisor Solutions, LLC | $204.5K | 13,159 | 0.00% | 2q | -20.9%-$54.0K |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $204.4K | 13,151 | 0.14% | 10q | -10.8%-$24.7K |
| AssuredPartners Investment Advisors, LLC | $204.4K | 13,150 | 0.02% | 2q | HELD |
| Global Retirement Partners, LLC | $199.9K | 12,866 | 0.00% | 16q | +1.9%+$3.8K |
| XTX Topco Ltd | $199.3K | 12,824 | 0.00% | 2q | +5.6%+$10.6K |
| HighTower Advisors, LLC | $199.2K | 12,821 | 0.00% | 19q | HELD |
| Essex Financial Services, Inc. | $196.6K | 12,650 | 0.01% | 24q | HELD |
| Burford Brothers, Inc. | $194.2K | 12,500 | 0.07% | 11q | HELD |
| Waverly Advisors, LLC | $185.1K | 11,910 | 0.00% | 2q | HELD |
| Integrated Wealth Concepts LLC | $184.7K | 11,888 | 0.00% | 2q | -27.7%-$70.8K |
| Founders Financial Alliance, LLC | $182.2K | 11,727 | 0.02% | 2q | HELD |
| Intrua Financial, LLC | $180.7K | 11,626 | 0.02% | 5q | +0.8%+$1.4K |
| Parallel Advisors, LLC | $179.4K | 11,542 | 0.00% | 14q | +1.5%+$2.6K |
| SAGE RHINO CAPITAL LLC | $155.4K | 10,000 | 0.03% | 30q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $148.6K | 9,560 | 0.00% | new | NEW |
| Gould Capital, LLC | $141.3K | 9,095 | 0.08% | 19q | +21.0%+$24.5K |
| CoreCap Advisors, LLC | $124.3K | 8,000 | 0.00% | 10q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $115.7K | 7,444 | 0.01% | 15q | HELD |
| Allworth Financial LP | $92.9K | 5,981 | 0.00% | 22q | -67.8%-$196.0K |
| IFP Advisors, Inc | $80.2K | 5,162 | 0.00% | 18q | +0.7% |
| Rockefeller Capital Management L.P. | $61.8K | 3,974 | 0.00% | 4q | +58.8%+$22.9K |
| Creative Capital Management Investments LLC | $55.3K | 3,556 | 0.01% | new | NEW |
| HORIZON FINANCIAL SERVICES, LLC | $48.2K | 3,100 | 0.02% | new | NEW |
| Princeton Global Asset Management LLC | $42.1K | 2,710 | 0.01% | 8q | -3.7%-$1.6K |
| HARBOUR INVESTMENTS, INC. | $39.1K | 2,513 | 0.00% | 19q | HELD |
| JPMORGAN CHASE & CO | $36.7K | 2,400 | 0.00% | 13q | +173.3%+$23.3K |
| Farther Finance Advisors, LLC | $34.3K | 2,210 | 0.00% | 5q | -31.2%-$15.5K |
| Steward Partners Investment Advisory, LLC | $32.9K | 2,118 | 0.00% | 23q | HELD |
| Arax Advisory Partners | $27.2K | 1,750 | 0.00% | 5q | +100.0%+$13.6K |
| PNC Financial Services Group, Inc. | $24.4K | 1,572 | 0.00% | 31q | -28.7%-$9.9K |
| Arlington Trust Co LLC | $19.3K | 1,239 | 0.00% | 3q | HELD |
| Cape Investment Advisory, Inc. | $16.4K | 1,054 | 0.00% | new | NEW |
| Quent Capital, LLC | $15.5K | 1,000 | 0.00% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $12.3K | 800 | 0.00% | 19q | HELD |
| Axiom Investment Management LLC | $11.0K | 707 | 0.01% | 2q | +18.0%+$1.7K |
| Golden State Wealth Management, LLC | $10.3K | 660 | 0.00% | 7q | +1.5% |
| PRIVATE TRUST CO NA | $9.6K | 619 | 0.00% | 17q | HELD |
| Continuum Advisory, LLC | $8.4K | 540 | 0.00% | new | NEW |
| Federation des caisses Desjardins du Quebec | $7.8K | 500 | 0.00% | 33q | HELD |
| HHM Wealth Advisors, LLC | $3.6K | 231 | 0.00% | 9q | +1.8% |
| SHP Wealth Management | $3.1K | 200 | 0.00% | new | NEW |
| HIGHLINE WEALTH PARTNERS LLC | $3.1K | 200 | 0.00% | 2q | HELD |
| WOLVERINE ASSET MANAGEMENT LLC | $1.6K | 106 | 0.00% | 6q | -99.9%-$1.5M |
| PARK AVENUE SECURITIES LLC | $1.2K | 78,410 | 0.01% | 10q | -1.8% |
| COHEN & STEERS, INC. | $1.1K | 70,963 | 0.00% | 11q | HELD |
| Cambridge Investment Research Advisors, Inc. | $828 | 53,272 | 0.00% | 31q | +99.5% |
| Janney Montgomery Scott LLC | $821 | 52,807 | 0.00% | 31q | +4.2% |
| HRT FINANCIAL LP | $292 | 18,839 | 0.00% | new | NEW |
| Stonebridge Financial Group, LLC/CA | $248 | 15,960 | 0.03% | new | FIRST |
| King Wealth Management Group | $186 | 11,981 | 0.02% | 31q | -1.6% |
| Kilter Group LLC | $15 | 1 | 0.00% | 4q | -99.9%-$12.9K |
| HANTZ FINANCIAL SERVICES, INC. | $12 | 750 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 88 | $97.2M | 6,252,080 | 10 | 31 | 15 | 0.0% |
| Q1 2026 | 85 | $93.2M | 6,459,635 | 14 | 27 | 13 | 0.0% |
| Q4 2025 | 82 | $89.4M | 5,854,800 | 10 | 21 | 23 | 0.0% |
| Q3 2025 | 79 | $83.0M | 5,531,718 | 5 | 27 | 18 | 0.0% |
| Q2 2025 | 80 | $82.7M | 5,727,757 | 9 | 27 | 16 | 0.0% |
| Q1 2025 | 83 | $79.2M | 5,801,244 | 9 | 18 | 23 | 0.0% |
| Q4 2024 | 81 | $90.0M | 5,998,954 | 7 | 21 | 15 | 0.0% |
| Q3 2024 | 76 | $92.4M | 6,403,204 | 4 | 25 | 10 | 0.0% |
| Q2 2024 | 79 | $94.0M | 6,657,454 | 6 | 19 | 25 | 0.0% |
| Q1 2024 | 78 | $123.9M | 9,075,434 | 9 | 31 | 14 | 0.0% |
| Q4 2023 | 77 | $102.5M | 7,895,816 | 7 | 22 | 18 | 0.0% |
| Q3 2023 | 72 | $75.7M | 6,001,894 | 7 | 21 | 19 | 0.0% |
| Q2 2023 | 69 | $81.9M | 5,896,827 | 7 | 22 | 18 | 0.0% |
| Q1 2023 | 67 | $72.7M | 5,572,327 | 5 | 24 | 14 | 0.0% |
| Q4 2022 | 63 | $74.1M | 5,632,994 | 10 | 19 | 12 | 0.0% |
| Q3 2022 | 69 | $76.0M | 5,746,302 | 5 | 22 | 16 | 0.0% |
| Q2 2022 | 66 | $83.8M | 5,566,422 | 8 | 22 | 10 | 0.0% |
| Q1 2022 | 61 | $94.7M | 5,680,683 | 6 | 24 | 14 | 0.0% |
| Q4 2021 | 62 | $95.2M | 5,559,956 | 8 | 23 | 9 | 0.0% |
| Q3 2021 | 60 | $85.7M | 5,348,451 | 6 | 18 | 18 | 0.0% |
| Q2 2021 | 59 | $88.9M | 5,255,526 | 9 | 24 | 8 | 0.0% |
| Q1 2021 | 53 | $75.3M | 4,782,476 | 6 | 18 | 18 | 0.0% |
| Q4 2020 | 54 | $72.5M | 4,837,193 | 8 | 16 | 11 | 0.0% |
| Q3 2020 | 51 | $66.0M | 4,839,971 | 10 | 15 | 10 | 0.0% |
| Q2 2020 | 43 | $65.0M | 4,663,669 | 3 | 15 | 14 | 0.0% |
| Q1 2020 | 46 | $56.6M | 4,635,786 | 5 | 15 | 16 | 0.0% |
| Q4 2019 | 49 | $77.0M | 4,697,307 | 1 | 17 | 8 | 0.0% |
| Q3 2019 | 50 | $72.7M | 4,641,472 | 3 | 20 | 10 | 0.0% |
| Q2 2019 | 51 | $73.7M | 4,708,290 | 4 | 18 | 13 | 0.0% |
| Q1 2019 | 55 | $75.8M | 4,856,231 | 4 | 22 | 13 | 0.0% |
| Q4 2018 | 55 | $67.0M | 4,979,362 | 0 | 1 | 2 | 0.0% |