ETXEATON VANCE MUN INCOME TERM
CUSIP 27829U105 · Yahoo Finance ↗ · Google Finance ↗
Eaton Vance Mun Income Term (ETX) has 42 institutional holders in Filings Flow’s 13F database, together reporting 2.43M shares worth $45M as of Q1 2026. The largest reported holders are Rockefeller Capital Management L.P., Morgan Stanley, and Raymond James Financial Inc.
Institutional Holders
42
Q1 2026
Reported Value
$45M
Ticker
ETX
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $10M | 553.7K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $8M | 427.7K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 234.7K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $3M | 141.7K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 133.2K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 132.4K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 108.9K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $1M | 71.4K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 64.0K | Q1 2026 |
| VAN ECK ASSOCIATES CORP$133.2B AUM | 0.00% | $861,000 | 46.0K | Q4 2025OLDER |
| FOCUSED ALPHA, LLC$324M AUM | 0.26% | $852,212 | 46.4K | Q1 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $743,855 | 40.5K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $738,690 | 40.2K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $700,286 | 38.1K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $641,000 | 34.9K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $578,264 | 31.5K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $573,015 | 31.2K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $494,270 | 26.9K | Q1 2026 |
| Invesco Ltd.$653.3B AUM | 0.00% | $456,209 | 24.8K | Q1 2026 |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $439,318 | 23.9K | Q1 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$355M AUM | 0.11% | $401,625 | 21.9K | Q1 2026 |
| Stronghold Wealth Management L.L.C.$66M AUM | 0.56% | $370,817 | 20.2K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $367,747 | 20.0K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $352,225 | 19.2K | Q1 2026 |
| Mutual Advisors, LLC$4.7B AUM | 0.01% | $341,184 | 18.6K | Q1 2026 |
| Aviance Capital Partners, LLC$854M AUM | 0.04% | $312,985 | 17.0K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $292,441 | 15.9K | Q1 2026 |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.16% | $282,222 | 15.4K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $264,228 | 14.4K | Q1 2026 |
| Anchor Investment Management, LLC$1.2B AUM | 0.02% | $246,024 | 13.4K | Q1 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $235,620 | 12.6K | Q4 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $227,453 | 12.4K | Q1 2026 |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.04% | $227,196 | 12.6K | Q2 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $208,129 | 11.3K | Q1 2026 |
| Clark Capital Management Group, Inc.$16.2B AUM | 0.00% | $183,600 | 10.0K | Q1 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC$3.6B AUM | 0.00% | $128,520 | 7.0K | Q1 2026 |
| Elequin Capital, LP$1.2B AUM | 0.01% | $44,395 | 2.5K | Q2 2025OLDER |
| BESSEMER GROUP INC$63.6B AUM | 0.00% | $36,000 | 1.9K | Q3 2025OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $35,252 | 1.9K | Q1 2026 |
| Colonial Trust Co / SC$735M AUM | 0.00% | $27,540 | 1.5K | Q1 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $14,798 | 806 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $12,852 | 700 | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $7,434 | 405 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $6,793 | 370 | Q1 2026 |
| Noble Wealth Management PBC$223M AUM | 0.00% | $5,797 | 316 | Q1 2026 |
| Hara Capital LLC$200M AUM | 0.00% | $808 | 44 | Q1 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $18 | 1 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.