ETB institutional holders

EATON VANCE TAX MNGED BUY WR · 13F, 2026Q2

Managers holding95
Shares held6,545,502
Reported value$101.7m
Quarter flows11 new, 37 added, 18 trimmed, 8 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
GUGGENHEIM CAPITAL LLC825,240$12.8m0.1%
MORGAN STANLEY515,687$8.0m0.0%
BANK OF AMERICA CORP /DE/474,400$7.4m0.0%
Invesco Ltd.443,529$6.9m0.0%
Shaker Financial Services, LLC437,829$6.8m2.1%
UBS Group AG382,004$5.9m0.0%
LPL Financial LLC349,617$5.4m0.0%
1607 Capital Partners, LLC297,953$4.6m0.4%
Cetera Investment Advisers296,868$4.6m0.0%
WELLS FARGO & COMPANY/MN243,820$3.8m0.0%
COMMONWEALTH EQUITY SERVICES, LLC207,858$3.2m0.0%
RAYMOND JAMES FINANCIAL INC207,499$3.2m0.0%
OSAIC HOLDINGS, INC.156,939$2.4m0.0%
ENVESTNET ASSET MANAGEMENT INC126,134$2.0m0.0%
AMERIPRISE FINANCIAL INC114,074$1.8m0.0%
SIMS INVESTMENT MANAGEMENT, LLC100,475$1.6m0.5%
Meridian Wealth Management, LLC79,209$1.2m0.0%
PARK AVENUE SECURITIES LLC78,410$1.2m0.0%
PMG Family Office LLC77,741$1.2m1.1%
COHEN & STEERS, INC.70,963$1.1m0.0%
ROYAL BANK OF CANADA63,800$991,0000.0%
Quartz Partners, LLC55,205$857,8860.3%
Cambridge Investment Research Advisors, Inc.53,272$828,0000.0%
Janney Montgomery Scott LLC52,807$821,0000.0%
CFO4Life Group, LLC47,086$731,7180.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("ETB"). ETB price history · All 13F data

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