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Disclosery

ETB EATON VANCE TAX MNGED BUY WR

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COM (fund), issuer CIK 1308927

93 managers (93 13F filers) reported a position in ETB shares at 2025-03-31, 6,334,659 shares in all. 9 filers opened a position and 7 filers sold out during the quarter.

Managers
93
13F filers
93
New
9
Added
26
Reduced
26
Sold out
7
Shares held by filers
6,334,659

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Shaker Financial Services, LLC553,541$7.56M2.94%+334,43913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC520,623$7.11M0.07%-122,49413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY482,900$6.59M<0.01%-622,44313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.377,507$5.15M<0.01%+24,62313F-HRTimelineGroup
UBS Group AGin group UBS Group AG358,322$4.89M<0.01%-13,64713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/318,547$4.35M<0.01%+8,07813F-HRTimelineGroup
1607 Capital Partners, LLC311,777$4.26M0.34%-90,05813F-HRTimeline
Cetera Investment Advisers287,574$3.93M0.01%+1,64713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.261,311$3.57M0.01%+189,72813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN226,624$3.09M<0.01%-18,78013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC209,365$2.86M<0.01%+5,63013F-HRTimelineGroup
Advisors Asset Management, Inc.204,118$2.79M0.05%-27,72813F-HR/ATimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC201,384$2.75M0.05%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC166,565$2.27M<0.01%+8,66013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.154,963$2.12M<0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC123,446$1.69M<0.01%-1,12913F-HRTimelineGroup
Integrated Wealth Concepts LLC106,468$1.45M0.02%new13F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC100,725$1.37M0.61%+30013F-HRTimeline
LPL Financial LLC94,904$1.3M<0.01%+7,69613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA91,131$1.24M<0.01%-82713F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC81,083$1.11M0.01%-2,13313F-HRTimelineGroup
IHT Wealth Management, LLC77,097$1.05M0.03%-69613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC65,850$899K<0.01%+24,49813F-HRTimelineGroup
CFO4Life Group, LLC59,314$810K0.14%+1,18413F-HRTimeline
Meridian Wealth Management, LLC57,296$782K0.04%+7,53513F-HRTimeline
Janney Montgomery Scott LLC50,109$684K<0.01%+7,51513F-HRTimeline
Cornerstone Advisors, LLC46,188$630K0.03%new13F-HRTimeline
Quartz Partners, LLC44,027$601K0.36%013F-HRTimeline
Cambridge Investment Research Advisors,…37,363$510K<0.01%-53813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…32,281$476K0.02%-64313F-HRTimelineGroup
D.A. DAVIDSON & CO.30,946$422K<0.01%-1,49113F-HRTimeline
READYSTATE ASSET MANAGEMENT LP29,607$404K0.02%new13F-HRTimeline
Tyche Wealth Partners LLC28,995$396K0.09%+1613F-HRTimeline
MML INVESTORS SERVICES, LLC27,939$381K<0.01%+1,99213F-HRTimeline
TOWNSQUARE CAPITAL LLC24,620$336K<0.01%013F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC23,016$314K0.13%013F-HRTimeline
SAGE RHINO CAPITAL LLC23,000$314K0.07%-8,00013F-HRTimeline
WCG Wealth Advisors LLC22,957$313K0.02%new13F-HR/ATimeline
Creative Planningin group Creative Planning18,172$248K<0.01%+1213F-HRTimelineGroup
Fortitude Advisory Group L.L.C.19,241$244K0.18%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC17,700$242K0.07%+1,74013F-HRTimeline
MGO ONE SEVEN LLC16,745$229K0.01%-1,88413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd16,492$225K0.01%new13F-HRTimelineGroup
Jacobi Capital Management LLC16,101$220K0.02%+26813F-HRTimeline
COMERICA BANK15,866$217K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,271$208K<0.01%-88413F-HRTimelineGroup
NewEdge Advisors, LLC15,168$207K<0.01%013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.14,682$200K0.16%+70413F-HRTimeline
Sheaff Brock Investment Advisors, LLC14,483$198K0.02%+913F-HRTimeline
Graypoint LLC14,201$194K0.01%013F-HRTimeline
Stonebridge Capital Advisors LLC14,000$191K0.02%013F-HRTimeline
Wealth Advisors of Tampa Bay, LLC13,966$191K0.08%013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC13,933$190K<0.01%-5,41513F-HRTimelineGroup
HighTower Advisors, LLC13,821$189K<0.01%-40013F-HRTimeline
King Wealth Management Group13,463$184K0.03%-1,47213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,160$180K<0.01%013F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.12,650$173K0.01%-4,38513F-HRTimelineGroup
Burford Brothers, Inc.12,500$171K0.08%013F-HRTimeline
Claro Advisors Inc.12,482$170K0.02%-2,33613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,890$149K<0.01%-63113F-HRTimeline
Empirical Financial Services, LLC d.b.a…10,837$148K<0.01%013F-HRTimeline
Parallel Advisors, LLC10,724$146K<0.01%+15813F-HRTimeline
CoreCap Advisors, LLC7,575$103K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT7,444$102K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC7,354$100K0.04%new13F-HRTimeline
Gould Capital, LLC6,353$86.7K0.06%+84513F-HRTimeline
Steward Partners Investment Advisory, L…5,227$71.3K<0.01%-2,82513F-HRTimeline
PRIVATE TRUST CO NA4,649$63.5K0.01%+4,03013F-HRTimeline
Allworth Financial LP3,826$50.3K<0.01%+6913F-HRTimeline
MAI Capital Management3,400$46.4K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC3,376$46.1K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,329$45.4K<0.01%+3113F-HRTimelineGroup
Elequin Capital, LP3,256$44.4K0.01%new13F-HRTimeline
Princeton Global Asset Management LLC2,813$38.4K0.01%013F-HRTimeline
Golden State Wealth Management, LLC2,609$35.6K0.01%-9713F-HR/ATimeline
HARBOUR INVESTMENTS, INC.2,513$34.3K<0.01%-25013F-HRTimeline
Kessler Investment Group, LLC1,265$17.3K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.1,054$14.4K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,045$14K<0.01%+1,04413F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.954$13K<0.01%013F-HRTimeline
Northwest Capital Management Inc885$12.1K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC885$12K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO800$10.9K<0.01%-1213F-HRTimelineGroup
Private Wealth Asset Management, LLC800$10.9K<0.01%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/800$10.9K<0.01%013F-HRTimelineGroup
Safe Harbor Fiduciary, LLC595$8.12K0.01%new13F-HRTimeline
Continuum Advisory, LLC540$7.37K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…500$6.83K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management330$4.5K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC225$3.07K<0.01%013F-HRTimeline
IFP Advisors, Inc125$1.71K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…101$1.38K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.