ETBEATON VANCE TAX MNGED BUY WR
CUSIP 27828X100 · Yahoo Finance ↗ · Google Finance ↗
Eaton Vance Tax Mnged Buy Wr (ETB) has 91 institutional holders in Filings Flow’s 13F database, together reporting 6.40M shares worth $93M as of Q1 2026. The largest reported holders are Guggenheim Capital LLC, Morgan Stanley, and Shaker Financial Services, LLC.
Institutional Holders
91
Q1 2026
Reported Value
$93M
Ticker
ETB
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Shaker Financial Services, LLC$287M AUM | 2.36% | $7M | 468.6K | Q1 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC$272M AUM | 0.53% | $1M | 100.5K | Q1 2026 |
| 1607 Capital Partners, LLC$1.4B AUM | 0.31% | $4M | 298.0K | Q1 2026 |
| Quartz Partners, LLC$259M AUM | 0.29% | $750,965 | 52.1K | Q1 2026 |
| Destiny Wealth Partners, LLC$914M AUM | 0.19% | $2M | 119.4K | Q1 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC.$143M AUM | 0.14% | $212,530 | 14.7K | Q1 2026 |
| Fortitude Advisory Group L.L.C.$222M AUM | 0.12% | $277,460 | 19.2K | Q1 2026 |
| Somerset Trust Co$354M AUM | 0.10% | $338,091 | 23.4K | Q1 2026 |
| CFO4Life Group, LLC$656M AUM | 0.10% | $666,741 | 46.2K | Q1 2026 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.08% | $10M | 680.7K | Q1 2026 |
| Burford Brothers, Inc.$244M AUM | 0.07% | $180,250 | 12.5K | Q1 2026 |
| Gould Capital, LLC$165M AUM | 0.07% | $108,408 | 7.5K | Q1 2026 |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.06% | $255,581 | 17.7K | Q2 2025OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.05% | $355,215 | 24.6K | Q1 2026 |
| Wealth Advisors of Tampa Bay, LLC$302M AUM | 0.05% | $157,500 | 10.5K | Q3 2025OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.04% | $1M | 74.9K | Q1 2026 |
| VSM Wealth Advisory, LLC$335M AUM | 0.03% | $111,957 | 7.8K | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.03% | $168,475 | 11.7K | Q1 2026 |
| Keystone Financial Group$1.5B AUM | 0.03% | $405,923 | 28.1K | Q1 2026 |
| SAGE RHINO CAPITAL LLC$535M AUM | 0.03% | $144,200 | 10.0K | Q1 2026 |
| Claro Advisors Inc.$830M AUM | 0.03% | $153,128 | 10.6K | Q2 2025OLDER |
| King Wealth Management Group$800M AUM | 0.02% | $176,000 | 12.2K | Q1 2026 |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.02% | $193,437 | 13.2K | Q1 2026 |
| Intrua Financial, LLC$969M AUM | 0.02% | $166,324 | 11.5K | Q1 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.01% | $536,092 | 37.2K | Q1 2026 |
| Stonebridge Capital Advisors LLC$1.4B AUM | 0.01% | $201,880 | 14.0K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $364,375 | 25.3K | Q1 2026 |
| HighPoint Advisor Group LLC$2.4B AUM | 0.01% | $332,026 | 23.0K | Q1 2026 |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.01% | $1M | 94.4K | Q1 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.01% | $206,595 | 14.3K | Q1 2026 |
| Graypoint LLC$1.8B AUM | 0.01% | $205,062 | 14.2K | Q2 2025OLDER |
| Cornerstone Advisors, LLC$2.7B AUM | 0.01% | $323,760 | 21.6K | Q3 2025OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.01% | $182,413 | 12.7K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.01% | $1M | 79.9K | Q1 2026 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $489,052 | 32.0K | Q4 2025OLDER |
| Kessler Investment Group, LLC$234M AUM | 0.01% | $18,267 | 1.3K | Q2 2025OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.01% | $40,563 | 2.8K | Q1 2026 |
| Axiom Investment Management LLC$131M AUM | 0.01% | $8,633 | 599 | Q1 2026 |
| Quarry LP$558M AUM | 0.01% | $26,801 | 1.9K | Q2 2025OLDER |
| Kilter Group LLC$232M AUM | 0.01% | $12,444 | 863 | Q1 2026 |
| Cape Investment Advisory, Inc.$301M AUM | 0.00% | $16,090 | 1.1K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $4M | 302.6K | Q1 2026 |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $10,689 | 700 | Q4 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $221,275 | 15.3K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 208.2K | Q1 2026 |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $107,342 | 7.4K | Q1 2026 |
| NFSG Corp$608M AUM | 0.00% | $26,430 | 1.8K | Q3 2025OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $115,360 | 8.0K | Q1 2026 |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $13,757 | 954 | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $192,730 | 12.6K | Q4 2025OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $223,706 | 14.7K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 150.6K | Q1 2026 |
| XTX Topco Ltd$5.8B AUM | 0.00% | $175,088 | 12.1K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $493,568 | 34.2K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.00% | $151,140 | 10.1K | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $164,068 | 11.4K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $239,827 | 16.6K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $195,016 | 13.5K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $237,133 | 16.4K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $731,000 | 50.7K | Q1 2026 |
| COHEN & STEERS, INC.$57.6B AUM | 0.00% | $1M | 71.0K | Q1 2026 |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $17,866 | 1.2K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $73,946 | 5.1K | Q1 2026 |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $171,749 | 11.9K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $5M | 334.1K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $404,321 | 28.0K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $268,161 | 18.6K | Q1 2026 |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $9,380 | 650 | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $385,000 | 26.7K | Q1 2026 |
| Abound Wealth Management$504M AUM | 0.00% | $4,170 | 289 | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $3M | 206.3K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $227,004 | 14.9K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $6M | 395.9K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $231,616 | 15.2K | Q4 2025OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.00% | $1,542 | 101 | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $5M | 376.2K | Q1 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $8,929 | 619 | Q1 2026 |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $2,884 | 200 | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $36,237 | 2.5K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 200.9K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 126.5K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $7M | 456.6K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $8M | 526.9K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $593,138 | 41.1K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $47,219 | 3.2K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $214,368 | 14.9K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 116.1K | Q1 2026 |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $3,269 | 227 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $12,618 | 875 | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $85,512 | 5.6K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $219,198 | 15.2K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $49,028 | 3.4K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $197,400 | 13.2K | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $190,100 | 12.3K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $251,937 | 17.5K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $290,145 | 20.1K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $184,879 | 12.8K | Q1 2026 |
| HANTZ FINANCIAL SERVICES, INC.$6.6B AUM | 0.00% | $11,000 | 750 | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $4,759 | 330 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $891,000 | 61.8K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $30,542 | 2.1K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $220,989 | 15.3K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $7,210 | 500 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $36,096 | 2.5K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $12,762 | 885 | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $7,210 | 500 | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $198,376 | 13.8K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $153,616 | 10.1K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $31,809 | 2.2K | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $15,652 | 1.0K | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $11,496 | 800 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $12,298 | 878 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.