EATON VANCE MUN INCOME TERM (ETX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
44
Reporting holders
$50.0M
Reported value
0.0%
Calls
0.0%
Puts
+3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| Integrated Wealth Concepts LLC | $667.1K | 35,578 | 0.00% | 5q | +147.2%+$397.2K |
| 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 |
| 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 |
| Anchor Investment Management, LLC | $251.2K | 13,400 | 0.02% | 36q | HELD |
| 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 | 44 | $50.0M | 2,667,408 | 6 | 12 | 12 | 0.0% |
| Q1 2026 | 41 | $46.9M | 2,553,773 | 2 | 16 | 10 | 0.0% |
| Q4 2025 | 42 | $48.2M | 2,577,975 | 6 | 11 | 11 | 0.0% |
| Q3 2025 | 35 | $47.8M | 2,480,652 | 2 | 10 | 13 | 0.0% |
| Q2 2025 | 35 | $54.4M | 3,020,545 | 3 | 15 | 6 | 0.0% |
| Q1 2025 | 36 | $42.0M | 2,300,741 | 3 | 11 | 12 | 0.0% |
| Q4 2024 | 40 | $41.8M | 2,372,583 | 8 | 10 | 9 | 0.0% |
| Q3 2024 | 35 | $44.7M | 2,371,071 | 0 | 12 | 10 | 0.0% |
| Q2 2024 | 42 | $47.7M | 2,553,983 | 5 | 10 | 13 | 0.0% |
| Q1 2024 | 44 | $59.0M | 3,308,929 | 1 | 12 | 19 | 0.0% |
| Q4 2023 | 48 | $52.6M | 3,031,812 | 5 | 16 | 17 | 0.0% |
| Q3 2023 | 46 | $40.6M | 2,391,246 | 6 | 11 | 16 | 0.0% |
| Q2 2023 | 43 | $39.3M | 2,233,096 | 3 | 13 | 15 | 0.0% |
| Q1 2023 | 40 | $40.2M | 2,261,425 | 5 | 17 | 7 | 0.0% |
| Q4 2022 | 40 | $38.5M | 2,159,233 | 7 | 11 | 13 | 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% |