# EATON VANCE MUN INCOME TERM (ETX)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ETX/

- Reporting holders: 44
- Reported value: $50.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Rockefeller Capital Management L.P.](https://holderbook.com/funds/1739439-rockefeller-capital-management-l-p/) | $10.4M | 552,039 | 0.0% | 27 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $9.9M | 527,704 | 0.0% | 35 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $4.1M | 217,654 | 0.0% | 7 |
| [Corient Private Wealth LP](https://holderbook.com/funds/1948780-corient-private-wealth-lp/) | $2.7M | 143,172 | 0.0% | 14 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $2.5M | 135,161 | 0.0% | 31 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $2.5M | 134,330 | 0.0% | 26 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $2.4M | 130,593 | 0.0% | 31 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $1.8M | 98,346 | 0.0% | 31 |
| [Merit Financial Group, LLC](https://holderbook.com/funds/1621225-merit-financial-group-llc/) | $1.4M | 76,620 | 0.0% | 7 |
| [MGO ONE SEVEN LLC](https://holderbook.com/funds/1731444-mgo-one-seven-llc/) | $1.1M | 60,996 | 0.0% | 7 |
| [Sanctuary Advisors, LLC](https://holderbook.com/funds/1777271-sanctuary-advisors-llc/) | $1.1M | 59,019 | 0.0% | 9 |
| [FOCUSED ALPHA, LLC](https://holderbook.com/funds/2105062-focused-alpha-llc/) | $874.7K | 46,649 | 0.2% | 3 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $766.0K | 40,855 | 0.0% | 31 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $727.9K | 38,822 | 0.0% | 26 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $689.0K | 36,772 | 0.0% | 31 |
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $667.1K | 35,578 | 0.0% | 5 |
| [STIFEL FINANCIAL CORP](https://holderbook.com/funds/720672-stifel-financial-corp/) | $615.5K | 32,828 | 0.0% | 31 |
| [TRUIST FINANCIAL CORP](https://holderbook.com/funds/92230-truist-financial-corp/) | $532.2K | 28,386 | 0.0% | 20 |
| [Steward Partners Investment Advisory, LLC](https://holderbook.com/funds/1723397-steward-partners-investment-advisory-llc/) | $504.8K | 26,921 | 0.0% | 29 |
| [Invesco Ltd.](https://holderbook.com/funds/914208-invesco-ltd/) | $455.7K | 24,305 | 0.0% | 4 |
| [Arax Advisory Partners](https://holderbook.com/funds/1586767-arax-advisory-partners/) | $448.6K | 23,928 | 0.0% | 1 |
| [WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV](https://holderbook.com/funds/752365-walter-keenan-wealth-management-llc-in-adv/) | $410.2K | 21,875 | 0.1% | 25 |
| [Kestra Advisory Services, LLC](https://holderbook.com/funds/1830819-kestra-advisory-services-llc/) | $406.2K | 21,662 | 0.0% | 3 |
| [Stronghold Wealth Management L.L.C.](https://holderbook.com/funds/2107257-stronghold-wealth-management-l-l-c/) | $364.1K | 19,420 | 0.5% | 3 |
| [Aviance Capital Partners, LLC](https://holderbook.com/funds/1542383-aviance-capital-partners-llc/) | $298.9K | 15,940 | 0.0% | 13 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 44 | $50.0M |
| Q1 2026 | 41 | $46.9M |
| Q4 2025 | 42 | $48.2M |
| Q3 2025 | 35 | $47.8M |
| Q2 2025 | 35 | $54.4M |
| Q1 2025 | 36 | $42.0M |
| Q4 2024 | 40 | $41.8M |
| Q3 2024 | 35 | $44.7M |
| Q2 2024 | 42 | $47.7M |
| Q1 2024 | 44 | $59.0M |
| Q4 2023 | 48 | $52.6M |
| Q3 2023 | 46 | $40.6M |