ETX institutional holders

EATON VANCE MUN INCOME TERM · 13F, 2026Q2

Managers holding41
Shares held2,526,452
Reported value$47.4m
Quarter flows4 new, 13 added, 13 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Rockefeller Capital Management L.P.552,039$10.4m0.0%
MORGAN STANLEY527,704$9.9m0.0%
RAYMOND JAMES FINANCIAL INC217,654$4.1m0.0%
UBS Group AG135,161$2.5m0.0%
LPL Financial LLC134,330$2.5m0.0%
BANK OF AMERICA CORP /DE/130,593$2.4m0.0%
WELLS FARGO & COMPANY/MN98,346$1.8m0.0%
Corient Private Wealth LP71,586$1.3m0.0%
MGO ONE SEVEN LLC60,996$1.1m0.0%
Sanctuary Advisors, LLC59,019$1.1m0.0%
FOCUSED ALPHA, LLC46,649$874,6660.2%
COMMONWEALTH EQUITY SERVICES, LLC40,855$766,0300.0%
OSAIC HOLDINGS, INC.38,822$727,9080.0%
Merit Financial Group, LLC38,310$718,3080.0%
ROYAL BANK OF CANADA36,772$689,0000.0%
STIFEL FINANCIAL CORP32,828$615,5260.0%
TRUIST FINANCIAL CORP28,386$532,2360.0%
Steward Partners Investment Advisory, LLC26,921$504,7690.0%
Invesco Ltd.24,305$455,7190.0%
Arax Advisory Partners23,928$448,6500.0%
Integrated Wealth Concepts LLC23,719$444,7260.0%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV21,875$410,1560.1%
Kestra Advisory Services, LLC21,662$406,1630.0%
Stronghold Wealth Management L.L.C.19,420$364,1250.5%
Aviance Capital Partners, LLC15,940$298,8790.0%

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

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