EATON VANCE TAX-MANAGED BUY- (ETV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
178
Reporting holders
$322.1M
Reported value
0.0%
Held as options
+11
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $27.8M | 1,871,053 | 0.01% | 31q | +8.8%+$2.3M |
| MORGAN STANLEY | $27.8M | 1,869,128 | 0.00% | 35q | +3.6%+$961.2K |
| GUGGENHEIM CAPITAL LLC | $21.7M | 1,457,304 | 0.14% | 31q | +9.1%+$1.8M |
| Invesco Ltd. | $21.5M | 1,445,729 | 0.00% | 31q | -2.3%-$504.5K |
| RAYMOND JAMES FINANCIAL INC | $17.4M | 1,169,365 | 0.00% | 7q | +1.4%+$235.7K |
| PARAGON FINANCIAL PARTNERS, INC. | $14.3M | 973,129 | 7.62% | 7q | -2.1%-$307.5K |
| BANK OF AMERICA CORP /DE/ | $10.0M | 671,347 | 0.00% | 31q | -6.7%-$721.2K |
| BALANCED WEALTH GROUP LLC | $9.2M | 617,433 | 2.90% | 11q | +1.7%+$155.9K |
| PRINCIPAL SECURITIES, INC. | $8.8M | 591,357 | 0.11% | 11q | -4.0%-$362.8K |
| WELLS FARGO & COMPANY/MN | $7.3M | 491,893 | 0.00% | 31q | -43.7%-$5.7M |
| AMERIPRISE FINANCIAL INC | $7.2M | 482,971 | 0.00% | 31q | -46.7%-$6.3M |
| UBS Group AG | $7.0M | 467,155 | 0.00% | 31q | -11.2%-$873.2K |
| Steward Partners Investment Advisory, LLC | $6.5M | 437,539 | 0.03% | 29q | +3.3%+$208.4K |
| ROYAL BANK OF CANADA | $6.5M | 436,144 | 0.00% | 31q | +1.3%+$83.3K |
| MML INVESTORS SERVICES, LLC | $6.5M | 434,339 | 0.01% | 31q | +8.8%+$523.1K |
| Cetera Investment Advisers | $6.1M | 407,816 | 0.01% | 23q | +19.9%+$1.0M |
| OSAIC HOLDINGS, INC. | $5.9M | 396,176 | 0.01% | 26q | +9.3%+$501.8K |
| SIMS INVESTMENT MANAGEMENT, LLC | $5.7M | 386,085 | 1.78% | 7q | HELD |
| Kingstone Capital Partners Texas, LLC | $4.7M | 314,746 | 2.49% | 7q | +2.4%+$107.8K |
| ENVESTNET ASSET MANAGEMENT INC | $4.6M | 309,082 | 0.00% | 22q | -33.9%-$2.4M |
| FRANKLIN RESOURCES INC | $4.5M | 301,867 | 0.00% | 24q | +1.4%+$62.1K |
| Advisors Asset Management, Inc. | $4.3M | 288,807 | 0.07% | 26q | +16.5%+$609.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.9M | 263,007 | 0.00% | 31q | -1.5%-$60.8K |
| Focus Partners Wealth | $3.9M | 259,687 | 0.00% | 11q | +7.3%+$264.0K |
| SHARPEPOINT LLC | $3.2M | 218,139 | 1.63% | 7q | +9.1%+$270.9K |
| Thayer Partners, LLC / MA | $3.2M | 213,499 | 1.32% | 3q | +3.9%+$120.0K |
| Beacon Pointe Advisors, LLC | $2.9M | 198,047 | 0.01% | 21q | +1.2%+$34.6K |
| Texas Capital Bank Wealth Management Services Inc | $2.7M | 183,717 | 0.15% | 5q | +14.9%+$354.1K |
| Advisory Solutions Group, LLC | $2.6M | 175,159 | 0.88% | new | FIRST |
| Emissary Wealth LLC | $2.6M | 174,295 | 1.98% | 3q | +3.2%+$81.4K |
| TRUIST FINANCIAL CORP | $2.5M | 165,095 | 0.00% | 27q | -48.0%-$2.3M |
| Rockefeller Capital Management L.P. | $2.2M | 144,974 | 0.00% | 28q | +13.5%+$257.0K |
| NAPLES GLOBAL ADVISORS, LLC | $2.0M | 133,413 | 0.12% | 31q | +2.3%+$44.6K |
| Meridian Wealth Management, LLC | $1.9M | 127,068 | 0.06% | 9q | +32.3%+$461.9K |
| Advisory Advocates, LLC | $1.8M | 123,408 | 1.57% | 3q | +9.1%+$152.8K |
| Outlook Wealth Advisors, LLC | $1.8M | 120,224 | 0.39% | 25q | HELD |
| Mutual Advisors, LLC | $1.8M | 119,705 | 0.03% | 31q | +9.3%+$152.0K |
| IEQ CAPITAL, LLC | $1.6M | 110,696 | 0.01% | 13q | -2.0%-$33.8K |
| Private Advisor Group, LLC | $1.6M | 107,608 | 0.01% | 31q | +27.8%+$348.0K |
| PMG Family Office LLC | $1.6M | 104,440 | 1.43% | 4q | +1.6%+$23.8K |
| Obermeyer Wealth Partners | $1.5M | 101,069 | 0.06% | 31q | +23.8%+$289.2K |
| TWO SIGMA INVESTMENTS, LP | $1.5M | 99,309 | 0.00% | 4q | HELD |
| Kestra Advisory Services, LLC | $1.4M | 95,968 | 0.00% | 23q | +35.8%+$376.7K |
| 1607 Capital Partners, LLC | $1.4M | 94,313 | 0.12% | 4q | HELD |
| Cresset Asset Management, LLC | $1.4M | 92,695 | 0.00% | 19q | +2.0%+$27.6K |
| STIFEL FINANCIAL CORP | $1.2M | 78,280 | 0.00% | 31q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $1.1M | 74,129 | 0.00% | 27q | +135.7%+$634.3K |
| NewEdge Advisors, LLC | $996.3K | 66,958 | 0.00% | new | NEW |
| Prospera Financial Services Inc | $990.5K | 66,563 | 0.01% | 15q | +9.7%+$87.7K |
| OPPENHEIMER & CO INC | $960.5K | 64,549 | 0.01% | 31q | -2.3%-$22.3K |
| HighTower Advisors, LLC | $884.0K | 59,411 | 0.00% | 31q | HELD |
| Focus Financial Network, Inc. | $812.8K | 54,625 | 0.03% | 17q | -3.5%-$29.1K |
| Sanctuary Advisors, LLC | $761.7K | 51,187 | 0.00% | 9q | +182.6%+$492.1K |
| Curi Capital, LLC | $738.6K | 49,640 | 0.01% | 31q | -23.6%-$228.5K |
| Creative Planning | $704.2K | 47,322 | 0.00% | 31q | -1.3%-$9.1K |
| Wealth Alliance Advisory Group, LLC | $694.1K | 46,649 | 0.10% | 31q | HELD |
| Corient Private Wealth LP | $680.6K | 45,741 | 0.00% | 14q | +68.3%+$276.3K |
| Choate Investment Advisors | $669.6K | 45,000 | 0.01% | new | NEW |
| WCG Wealth Advisors LLC | $669.6K | 44,997 | 0.02% | 6q | -0.6%-$3.7K |
| SteelPeak Wealth, LLC | $635.2K | 42,685 | 0.02% | 27q | +1.9%+$11.6K |
| Spartan Wealth Advisory Services LLC | $619.4K | 41,625 | 0.05% | 2q | HELD |
| COMMONS CAPITAL, LLC | $603.9K | 40,582 | 0.42% | 8q | +5.9%+$33.5K |
| IHT Wealth Management, LLC | $587.8K | 39,500 | 0.01% | new | NEW |
| Summit Financial, LLC | $574.4K | 38,604 | 0.01% | 5q | -1.8%-$10.4K |
| EP Wealth Advisors, LLC | $572.5K | 38,473 | 0.00% | new | NEW |
| Kovack Advisors, Inc. | $561.8K | 37,640 | 0.03% | 7q | -11.3%-$71.8K |
| WEALTH EFFECTS LLC | $545.9K | 36,685 | 0.15% | 19q | HELD |
| FIFTH THIRD BANCORP | $536.0K | 36,021 | 0.00% | 13q | -2.8%-$15.6K |
| STABLEFORD CAPITAL II LLC | $519.0K | 34,880 | 0.18% | 13q | HELD |
| Equitable Holdings, Inc. | $498.2K | 33,480 | 0.00% | 9q | -4.4%-$22.7K |
| Western Wealth Management, LLC | $494.4K | 33,229 | 0.02% | 3q | HELD |
| Essex Financial Services, Inc. | $468.4K | 31,476 | 0.02% | 31q | +1.8%+$8.1K |
| &PARTNERS | $456.9K | 30,706 | 0.00% | 13q | +0.6%+$2.7K |
| American Institute for Advanced Investment Management, LLP | $452.8K | 28,770 | 0.26% | 27q | HELD |
| Gladstone Institutional Advisory LLC | $440.9K | 29,630 | 0.01% | 18q | -32.8%-$215.7K |
| LANARK FINANCIAL, INC. | $428.8K | 28,820 | 0.03% | 12q | HELD |
| HBK Sorce Advisory LLC | $418.6K | 28,018 | 0.01% | 31q | +0.6%+$2.6K |
| IFG Advisory, LLC | $416.1K | 27,962 | 0.01% | new | NEW |
| INTEGRATED CAPITAL MANAGEMENT, INC. | $413.7K | 27,805 | 0.29% | 2q | -10.1%-$46.7K |
| Dynamic Advisor Solutions LLC | $396.4K | 26,640 | 0.01% | 31q | HELD |
| Triumph Capital Management | $372.7K | 25,046 | 0.07% | 13q | +6.5%+$22.6K |
| Everstar Asset Management, LLC | $371.4K | 24,960 | 0.18% | 8q | HELD |
| MCCARTER PRIVATE WEALTH SERVICES LLC | $354.9K | 23,852 | 0.12% | 5q | +78.5%+$156.1K |
| XTX Topco Ltd | $335.6K | 22,554 | 0.00% | new | NEW |
| Belpointe Asset Management LLC | $303.5K | 20,397 | 0.01% | 6q | -9.0%-$30.0K |
| Fortis Capital Advisors, LLC | $303.5K | 20,397 | 0.03% | 6q | -9.0%-$30.0K |
| Summit Investment Advisory Services, LLC | $280.1K | 18,826 | 0.07% | 8q | +2.0%+$5.6K |
| Westend Capital Management, LLC | $279.3K | 18,773 | 0.06% | 10q | HELD |
| D.A. DAVIDSON & CO. | $270.9K | 18,206 | 0.00% | 29q | -10.8%-$32.9K |
| J.W. COLE ADVISORS, INC. | $269.9K | 18,137 | 0.00% | 5q | +52.6%+$93.1K |
| Stratos Wealth Advisors, LLC | $264.1K | 17,751 | 0.01% | 11q | HELD |
| Baird Financial Group, Inc. | $263.1K | 17,681 | 0.00% | 11q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $262.4K | 17,633 | 0.00% | new | NEW |
| SILVERLAKE WEALTH MANAGEMENT LLC | $256.6K | 17,242 | 0.05% | 19q | HELD |
| Worth Asset Management, LLC | $256.2K | 17,215 | 0.08% | 5q | HELD |
| CIBC Bancorp USA Inc. | $255.4K | 17,162 | 0.00% | 2q | HELD |
| Stratos Wealth Partners, LTD. | $249.7K | 16,777 | 0.00% | 5q | -7.4%-$19.9K |
| Diversified Enterprises, LLC | $248.4K | 16,693 | 0.01% | 8q | HELD |
| Ameritas Advisory Services, LLC | $243.6K | 16,372 | 0.00% | new | NEW |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $233.6K | 15,700 | 0.01% | new | NEW |
Showing the largest 100 of 193 reported holders.
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 | 178 | $322.1M | 21,656,877 | 22 | 57 | 38 | 0.0% |
| Q1 2026 | 167 | $302.6M | 22,068,401 | 14 | 52 | 39 | 0.0% |
| Q4 2025 | 170 | $308.8M | 21,515,334 | 12 | 56 | 39 | 0.0% |
| Q3 2025 | 172 | $292.3M | 20,533,003 | 11 | 49 | 34 | 0.0% |
| Q2 2025 | 173 | $271.5M | 19,581,441 | 24 | 48 | 44 | 0.0% |
| Q1 2025 | 164 | $244.8M | 18,490,476 | 15 | 46 | 39 | 0.0% |
| Q4 2024 | 166 | $270.2M | 18,751,606 | 11 | 45 | 43 | 0.0% |
| Q3 2024 | 152 | $238.8M | 17,304,431 | 19 | 42 | 34 | 0.0% |
| Q2 2024 | 141 | $242.0M | 17,734,567 | 13 | 32 | 41 | 0.0% |
| Q1 2024 | 137 | $263.6M | 20,410,653 | 10 | 43 | 33 | 0.0% |
| Q4 2023 | 144 | $225.9M | 18,317,493 | 11 | 42 | 43 | 0.0% |
| Q3 2023 | 135 | $166.7M | 13,918,874 | 7 | 36 | 39 | 0.0% |
| Q2 2023 | 131 | $177.4M | 13,879,830 | 15 | 50 | 21 | 0.0% |
| Q1 2023 | 126 | $150.3M | 11,815,049 | 6 | 40 | 37 | 0.0% |
| Q4 2022 | 124 | $145.7M | 11,860,393 | 17 | 33 | 35 | 0.0% |
| Q3 2022 | 144 | $180.4M | 13,713,432 | 6 | 41 | 42 | 0.0% |
| Q2 2022 | 154 | $205.4M | 15,178,538 | 12 | 60 | 32 | 0.0% |
| Q1 2022 | 159 | $239.8M | 15,325,733 | 24 | 52 | 31 | 0.0% |
| Q4 2021 | 154 | $248.2M | 14,830,939 | 14 | 49 | 29 | 0.0% |
| Q3 2021 | 136 | $214.0M | 13,382,641 | 5 | 47 | 29 | 0.0% |
| Q2 2021 | 142 | $208.3M | 12,780,774 | 11 | 52 | 31 | 0.0% |
| Q1 2021 | 141 | $189.6M | 12,239,400 | 16 | 41 | 32 | 0.0% |
| Q4 2020 | 135 | $180.2M | 11,747,905 | 12 | 42 | 33 | 0.0% |
| Q3 2020 | 128 | $157.8M | 11,409,794 | 14 | 39 | 36 | 0.0% |
| Q2 2020 | 124 | $169.0M | 11,974,364 | 12 | 41 | 31 | 0.0% |
| Q1 2020 | 133 | $150.2M | 12,476,933 | 18 | 40 | 39 | 0.0% |
| Q4 2019 | 125 | $158.8M | 10,612,705 | 6 | 36 | 27 | 0.0% |
| Q3 2019 | 118 | $132.4M | 9,043,947 | 10 | 46 | 28 | 0.0% |
| Q2 2019 | 118 | $133.1M | 8,863,615 | 14 | 45 | 24 | 0.0% |
| Q1 2019 | 118 | $131.0M | 8,674,687 | 10 | 44 | 23 | 0.0% |
| Q4 2018 | 110 | $109.5M | 8,096,464 | 0 | 3 | 3 | 0.0% |