EATON VANCE MUN INCOME TERM (ETX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
43
Reporting holders
$49.5M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | $10.4M | 552,039 | 0.02% | 27q | HELD |
| MORGAN STANLEY | $9.9M | 527,704 | 0.00% | 35q | +23.4%+$1.9M |
| RAYMOND JAMES FINANCIAL INC | $4.1M | 217,654 | 0.00% | 7q | -7.3%-$319.8K |
| Corient Private Wealth LP | $2.7M | 143,172 | 0.00% | 14q | +100.5%+$1.3M |
| UBS Group AG | $2.5M | 135,161 | 0.00% | 31q | -4.6%-$122.6K |
| LPL Financial LLC | $2.5M | 134,330 | 0.00% | 26q | +1.5%+$36.6K |
| BANK OF AMERICA CORP /DE/ | $2.4M | 130,593 | 0.00% | 31q | -2.0%-$49.7K |
| WELLS FARGO & COMPANY/MN | $1.8M | 98,346 | 0.00% | 31q | -54.9%-$2.2M |
| Merit Financial Group, LLC | $1.4M | 76,620 | 0.00% | 7q | +100.9%+$721.5K |
| MGO ONE SEVEN LLC | $1.1M | 60,996 | 0.02% | 7q | +50.6%+$384.0K |
| Sanctuary Advisors, LLC | $1.1M | 59,019 | 0.01% | 9q | -7.8%-$93.7K |
| FOCUSED ALPHA, LLC | $874.7K | 46,649 | 0.22% | 3q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $766.0K | 40,855 | 0.00% | 31q | +1.5%+$11.6K |
| OSAIC HOLDINGS, INC. | $727.9K | 38,822 | 0.00% | 26q | +93.8%+$352.3K |
| ROYAL BANK OF CANADA | $689.0K | 36,772 | 0.00% | 31q | +5.4%+$35.1K |
| STIFEL FINANCIAL CORP | $615.5K | 32,828 | 0.00% | 31q | +5.2%+$30.3K |
| TRUIST FINANCIAL CORP | $532.2K | 28,386 | 0.00% | 20q | -9.9%-$58.3K |
| Steward Partners Investment Advisory, LLC | $504.8K | 26,921 | 0.00% | 29q | HELD |
| Invesco Ltd. | $455.7K | 24,305 | 0.00% | 4q | -2.2%-$10.2K |
| Arax Advisory Partners | $448.6K | 23,928 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $444.7K | 23,719 | 0.00% | 5q | +64.8%+$174.9K |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | $410.2K | 21,875 | 0.10% | 25q | HELD |
| Kestra Advisory Services, LLC | $406.2K | 21,662 | 0.00% | 3q | +12.9%+$46.5K |
| Stronghold Wealth Management L.L.C. | $364.1K | 19,420 | 0.49% | 3q | -3.8%-$14.6K |
| Aviance Capital Partners, LLC | $298.9K | 15,940 | 0.03% | 13q | -6.5%-$20.8K |
| AMERIPRISE FINANCIAL INC | $281.1K | 14,992 | 0.00% | 23q | -52.9%-$316.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $243.8K | 13,001 | 0.00% | new | NEW |
| MELFA WEALTH MANAGEMENT, INC. | $237.2K | 12,649 | 0.13% | 15q | -17.7%-$51.1K |
| World Investment Advisors | $227.5K | 12,388 | 0.00% | 4q | HELD |
| Stratos Wealth Partners, LTD. | $212.6K | 11,336 | 0.00% | 3q | HELD |
| Mutual Advisors, LLC | $193.8K | 10,336 | 0.00% | 3q | -44.4%-$154.6K |
| Clark Capital Management Group, Inc. | $187.5K | 10,000 | 0.00% | 3q | HELD |
| FARMERS & MERCHANTS INVESTMENTS INC | $131.2K | 7,000 | 0.00% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $108.8K | 5,800 | 0.00% | new | NEW |
| Center for Financial Planning, Inc. | $36.0K | 1,920 | 0.00% | 6q | HELD |
| Clear Street Group Inc. | $35.1K | 1,874 | 0.00% | new | NEW |
| Colonial Trust Co / SC | $28.1K | 1,500 | 0.00% | 15q | HELD |
| ROTHSCHILD INVESTMENT LLC | $15.3K | 816 | 0.00% | 11q | +1.2% |
| NewEdge Advisors, LLC | $7.6K | 405 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $6.9K | 370 | 0.00% | 27q | HELD |
| Hara Capital LLC | $825 | 44 | 0.00% | 11q | HELD |
| HUNTINGTON NATIONAL BANK | $19 | 1 | 0.00% | 15q | HELD |
| TRUST CO OF VERMONT | $19 | 1 | 0.00% | new | NEW |
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 | 43 | $49.5M | 2,642,149 | 6 | 12 | 12 | 0.0% |
| Q1 2026 | 41 | $46.9M | 2,553,773 | 2 | 16 | 10 | 0.0% |
| Q4 2025 | 41 | $47.3M | 2,531,930 | 6 | 11 | 11 | 0.0% |
| Q3 2025 | 32 | $46.1M | 2,391,766 | 2 | 9 | 13 | 0.0% |
| Q2 2025 | 32 | $52.8M | 2,932,702 | 3 | 13 | 6 | 0.0% |
| Q1 2025 | 32 | $40.2M | 2,201,300 | 2 | 11 | 9 | 0.0% |
| Q4 2024 | 37 | $40.1M | 2,275,507 | 8 | 8 | 8 | 0.0% |
| Q3 2024 | 32 | $42.8M | 2,268,643 | 0 | 10 | 10 | 0.0% |
| Q2 2024 | 39 | $46.1M | 2,468,763 | 5 | 10 | 12 | 0.0% |
| Q1 2024 | 38 | $55.3M | 3,097,102 | 1 | 12 | 16 | 0.0% |
| Q4 2023 | 42 | $48.0M | 2,767,856 | 4 | 13 | 16 | 0.0% |
| Q3 2023 | 41 | $38.0M | 2,240,429 | 6 | 10 | 14 | 0.0% |
| Q2 2023 | 36 | $35.9M | 2,041,290 | 2 | 12 | 11 | 0.0% |
| Q1 2023 | 33 | $35.3M | 1,982,456 | 4 | 16 | 4 | 0.0% |
| Q4 2022 | 32 | $34.2M | 1,918,082 | 5 | 8 | 11 | 0.0% |
| Q3 2022 | 34 | $39.2M | 2,095,255 | 1 | 7 | 11 | 0.0% |
| Q2 2022 | 34 | $38.8M | 1,873,757 | 2 | 10 | 12 | 0.0% |
| Q1 2022 | 37 | $41.2M | 2,016,796 | 3 | 13 | 10 | 0.0% |
| Q4 2021 | 39 | $45.9M | 2,132,983 | 1 | 12 | 7 | 0.0% |
| Q3 2021 | 39 | $45.7M | 2,048,270 | 3 | 10 | 12 | 0.0% |
| Q2 2021 | 39 | $46.7M | 2,004,913 | 3 | 13 | 8 | 0.0% |
| Q1 2021 | 39 | $42.9M | 1,960,985 | 2 | 12 | 12 | 0.0% |
| Q4 2020 | 41 | $49.0M | 2,093,512 | 5 | 12 | 11 | 0.0% |
| Q3 2020 | 39 | $40.4M | 1,919,762 | 2 | 15 | 11 | 0.0% |
| Q2 2020 | 37 | $38.1M | 1,867,181 | 6 | 13 | 6 | 0.0% |
| Q1 2020 | 34 | $37.0M | 1,858,916 | 4 | 10 | 11 | 0.0% |
| Q4 2019 | 34 | $41.9M | 1,914,720 | 4 | 11 | 9 | 0.0% |
| Q3 2019 | 35 | $40.9M | 1,889,152 | 5 | 10 | 8 | 0.0% |
| Q2 2019 | 32 | $38.3M | 1,861,030 | 2 | 9 | 6 | 0.0% |
| Q1 2019 | 31 | $37.1M | 1,839,372 | 2 | 11 | 10 | 0.0% |
| Q4 2018 | 33 | $35.7M | 1,868,772 | 0 | 1 | 1 | 0.0% |