Skip to content

ETB EATON VANCE TAX MNGED BUY WR

Follow

COM (common), issuer CIK 1308927

95 managers (95 13F filers) reported a position in ETB shares at 2026-06-30, 6,518,866 shares in all. 9 filers opened a position and 6 filers sold out during the quarter.

Managers
95
13F filers
95
New
9
Added
36
Reduced
19
Sold out
6
Shares held by filers
6,518,866

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC825,240$12.8M0.08%+144,51113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY515,687$8.01M<0.01%+9,30613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/474,400$7.37M<0.01%+17,81713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.443,529$6.89M<0.01%+47,60913F-HRTimelineGroup
Shaker Financial Services, LLC437,829$6.8M2.13%-30,77913F-HRTimeline
UBS Group AGin group UBS Group AG382,004$5.94M<0.01%+5,79613F-HRTimelineGroup
LPL Financial LLC349,617$5.43M<0.01%+15,53713F-HRTimeline
1607 Capital Partners, LLC297,953$4.63M0.4%013F-HRTimeline
Cetera Investment Advisers296,868$4.61M<0.01%-5,78213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN243,820$3.79M<0.01%+42,87613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC207,858$3.23M<0.01%-33013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC207,499$3.22M<0.01%+1,14913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.156,939$2.44M<0.01%+6,38713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC126,134$1.96M<0.01%-39113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC114,074$1.77M<0.01%-2,01713F-HRTimelineGroup
SIMS INVESTMENT MANAGEMENT, LLC100,475$1.56M0.48%013F-HRTimeline
Meridian Wealth Management, LLC79,209$1.23M0.04%+4,31613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC78,410$1.22M0.01%-1,45413F-HRTimelineGroup
PMG Family Office LLC77,741$1.21M1.11%+1,60113F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.70,963$1.1M<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA63,800$991K<0.01%+1,99313F-HRTimelineGroup
Quartz Partners, LLC55,205$858K0.28%+3,12713F-HRTimeline
Janney Montgomery Scott LLC52,807$821K<0.01%+2,10813F-HRTimeline
CFO4Life Group, LLC47,086$732K0.1%+84913F-HRTimeline
WCG Wealth Advisors LLC37,177$578K0.01%013F-HRTimeline
D.A. DAVIDSON & CO.34,228$532K<0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC31,907$496K<0.01%+3,86813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…31,534$490K0.01%+6,26513F-HRTimelineGroup
Keystone Financial Group28,150$437K0.03%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP27,136$422K<0.01%-13,99713F-HRTimelineGroup
Cambridge Investment Research Advisors,…26,636$414K<0.01%-6513F-HR/ATimeline
Tyche Wealth Partners LLC24,650$383K0.05%+1613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,628$383K<0.01%new13F-HRTimelineGroup
Somerset Trust Co23,446$364K0.1%013F-HRTimeline
HighPoint Advisor Group LLC23,037$358K0.01%+1213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,174$329K<0.01%+3,70413F-HRTimelineGroup
VSM Wealth Advisory, LLC20,451$318K0.08%+12,68713F-HRTimeline
Fortitude Advisory Group L.L.C.19,241$299K0.11%013F-HRTimeline
HRT FINANCIAL LP18,839$292K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning18,188$283K<0.01%-1,93313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…16,127$251K<0.01%+80213F-HRTimelineGroup
Stonebridge Financial Group, LLC/CA15,960$248K0.03%13F-HRTimeline
MGO ONE SEVEN LLC15,345$238K<0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC15,201$236K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC14,896$231K<0.01%+13,30013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…14,866$231K<0.01%013F-HRTimelineGroup
Summit Financial, LLC14,825$230K<0.01%new13F-HRTimeline
Jacobi Capital Management LLC14,566$226K0.01%+23913F-HRTimeline
Stonebridge Capital Advisors LLC14,000$218K0.01%013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC13,524$210K<0.01%013F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth13,159$204K<0.01%-3,47213F-HRTimelineGroup
INTEGRATED CAPITAL MANAGEMENT, INC.13,151$204K0.14%-1,58813F-HRTimeline
AssuredPartners Investment Advisors, LLC13,150$204K0.02%013F-HRTimeline
Global Retirement Partners, LLC12,866$200K<0.01%13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd12,824$199K<0.01%+68213F-HRTimelineGroup
HighTower Advisors, LLC12,821$199K<0.01%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.12,650$197K0.01%013F-HRTimelineGroup
Burford Brothers, Inc.12,500$194K0.07%013F-HRTimeline
King Wealth Management Group11,981$186K0.02%-19613F-HRTimeline
Waverly Advisors, LLC11,910$185K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC11,888$185K<0.01%-4,55713F-HRTimeline
Founders Financial Alliance, LLC11,727$182K0.02%+4413F-HRTimeline
Intrua Financial, LLC11,626$181K0.02%+9213F-HRTimeline
Parallel Advisors, LLC11,542$179K<0.01%+16513F-HRTimeline
SAGE RHINO CAPITAL LLC10,000$155K0.03%013F-HRTimeline
Gould Capital, LLC9,095$141K0.08%+1,57713F-HRTimeline
CoreCap Advisors, LLC8,000$124K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT7,444$116K0.01%013F-HRTimeline
Allworth Financial LP5,981$92.9K<0.01%-12,61513F-HRTimeline
IFP Advisors, Inc5,162$80.2K<0.01%+3413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,974$61.8K<0.01%+1,47113F-HRTimelineGroup
Creative Capital Management Investments…3,556$55.3K0.01%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC3,100$48.2K0.02%new13F-HRTimeline
Princeton Global Asset Management LLC2,710$42.1K0.01%-10313F-HRTimeline
HARBOUR INVESTMENTS, INC.2,513$39.1K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,400$36.7K<0.01%+1,52213F-HRTimelineGroup
Farther Finance Advisors, LLC2,210$34.3K<0.01%-1,00013F-HRTimeline
Steward Partners Investment Advisory, L…2,118$32.9K<0.01%013F-HRTimeline
Arax Advisory Partners1,750$27.2K<0.01%+87513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,572$24.4K<0.01%-63413F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC1,239$19.3K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.1,054$16.4K<0.01%new13F-HRTimeline
Quent Capital, LLC1,000$15.5K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/800$12.3K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.750$12K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Axiom Investment Management LLC707$11K0.01%+10813F-HRTimeline
Golden State Wealth Management, LLC660$10.3K<0.01%+1013F-HRTimeline
PRIVATE TRUST CO NA619$9.62K<0.01%013F-HRTimeline
Continuum Advisory, LLC540$8.39K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…500$7.77K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC231$3.6K<0.01%+413F-HRTimeline
SHP Wealth Management200$3.11K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC200$3.11K<0.01%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC106$1.65K<0.01%-94,26613F-HRTimelineGroup
Kilter Group LLC1$15<0.01%-86213F-HRTimeline