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Disclosery

ETB EATON VANCE TAX MNGED BUY WR

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COM (fund), issuer CIK 1308927

89 managers (89 13F filers) reported a position in ETB shares at 2025-06-30, 6,153,834 shares in all. 9 filers opened a position and 13 filers sold out during the quarter.

Managers
89
13F filers
89
New
9
Added
29
Reduced
23
Sold out
13
Shares held by filers
6,153,834

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Shaker Financial Services, LLC538,006$7.77M2.82%-15,53513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY501,581$7.24M<0.01%+18,68113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC480,293$6.94M0.06%-40,33013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/464,271$6.7M<0.01%+145,72413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.393,744$5.69M<0.01%+16,23713F-HRTimelineGroup
UBS Group AGin group UBS Group AG361,921$5.23M<0.01%+3,59913F-HRTimelineGroup
1607 Capital Partners, LLC301,388$4.35M0.35%-10,38913F-HRTimeline
Cetera Investment Advisers292,396$4.22M0.01%+4,82213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.282,975$4.09M0.01%+21,66413F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN224,472$3.24M<0.01%-2,15213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC204,986$2.96M<0.01%-4,37913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC166,698$2.41M<0.01%+13313F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.154,963$2.24M<0.01%013F-HRTimelineGroup
LPL Financial LLC136,890$1.98M<0.01%+41,98613F-HRTimeline
Advisors Asset Management, Inc.131,652$1.9M0.03%-72,46613F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC124,403$1.8M<0.01%+95713F-HRTimelineGroup
SIMS INVESTMENT MANAGEMENT, LLC100,600$1.45M0.58%-12513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC92,127$1.33M<0.01%+26,27713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA90,486$1.31M<0.01%-64513F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC78,949$1.14M0.01%-2,13413F-HRTimelineGroup
Meridian Wealth Management, LLC63,635$919K0.04%+6,33913F-HRTimeline
CFO4Life Group, LLC60,570$875K0.14%+1,25613F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC47,920$692K0.01%-153,46413F-HRTimelineGroup
Janney Montgomery Scott LLC47,797$690K<0.01%-2,31213F-HRTimeline
Quartz Partners, LLC46,967$678K0.31%+2,94013F-HRTimeline
Cornerstone Advisors, LLC46,951$678K0.02%+76313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP40,366$583K<0.01%new13F-HRTimelineGroup
WCG Wealth Advisors LLC37,769$545K0.04%+14,81213F-HRTimeline
D.A. DAVIDSON & CO.30,946$447K<0.01%013F-HRTimeline
Tyche Wealth Partners LLC29,011$419K0.08%+1613F-HRTimeline
MML INVESTORS SERVICES, LLC28,402$410K<0.01%+46313F-HRTimeline
Cambridge Investment Research Advisors,…26,577$384K<0.01%-10,78613F-HRTimeline
Somerset Trust Co23,446$339K0.11%new13F-HRTimeline
MGO ONE SEVEN LLC22,745$328K0.01%+6,00013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…19,853$287K0.01%-12,42813F-HRTimelineGroup
Fortitude Advisory Group L.L.C.19,241$278K0.16%013F-HRTimeline
Allworth Financial LP18,683$270K<0.01%+14,85713F-HRTimeline
SAGE RHINO CAPITAL LLC18,500$267K0.06%-4,50013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC17,700$256K0.06%013F-HRTimeline
Creative Planningin group Creative Planning17,596$254K<0.01%-57613F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth16,602$240K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC15,918$230K<0.01%+2,09713F-HRTimeline
COMERICA BANK15,866$229K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,234$220K<0.01%-3713F-HRTimelineGroup
NewEdge Advisors, LLC15,168$219K<0.01%013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.15,082$218K0.17%+40013F-HRTimeline
Summit Financial, LLC14,750$213K<0.01%new13F-HRTimeline
Jacobi Capital Management LLC14,646$211K0.01%-1,45513F-HRTimeline
Graypoint LLC14,201$205K0.01%013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC14,099$204K<0.01%+16613F-HRTimelineGroup
Stonebridge Capital Advisors LLC14,000$202K0.02%013F-HRTimeline
Global Retirement Partners, LLC13,810$199K<0.01%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,160$190K<0.01%013F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.12,650$183K0.01%013F-HRTimelineGroup
Wealth Advisors of Tampa Bay, LLC12,500$180K0.07%-1,46613F-HRTimeline
Burford Brothers, Inc.12,500$180K0.08%013F-HRTimeline
King Wealth Management Group12,292$177K0.02%-1,17113F-HRTimeline
Integrated Wealth Concepts LLC11,478$166K<0.01%-94,99013F-HRTimeline
Intrua Financial, LLC11,261$163K0.02%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,890$158K<0.01%013F-HRTimeline
Parallel Advisors, LLC10,892$157K<0.01%+16813F-HRTimeline
Claro Advisors Inc.10,604$153K0.03%-1,87813F-HRTimeline
CoreCap Advisors, LLC8,000$116K<0.01%+42513F-HRTimeline
VSM Wealth Advisory, LLC7,469$108K0.04%+11513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT7,444$107K<0.01%013F-HRTimeline
Gould Capital, LLC7,426$107K0.07%+1,07313F-HRTimeline
IFP Advisors, Inc4,745$68.5K<0.01%+4,62013F-HRTimeline
Steward Partners Investment Advisory, L…4,727$68.3K<0.01%-50013F-HRTimeline
MAI Capital Management3,400$49.1K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,362$48.5K<0.01%+3313F-HRTimelineGroup
Princeton Global Asset Management LLC2,813$40.6K0.01%013F-HRTimeline
Golden State Wealth Management, LLC2,620$37.8K<0.01%+1113F-HRTimeline
HARBOUR INVESTMENTS, INC.2,513$36.3K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,210$31.9K<0.01%new13F-HRTimeline
Quarry LP1,856$26.8K0.01%new13F-HRTimeline
NFSG Corp1,762$25.4K<0.01%new13F-HRTimeline
Kessler Investment Group, LLC1,265$18.3K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.1,054$15.2K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.954$13.8K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC885$13K<0.01%013F-HRTimelineGroup
Arax Advisory Partners875$12.6K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO800$11.6K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/800$11.6K<0.01%013F-HR/ATimelineGroup
PRIVATE TRUST CO NA619$8.94K<0.01%-4,03013F-HRTimeline
Federation des caisses Desjardins du Qu…500$7.22K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management330$4.76K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC225$3.25K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…101$1.46K<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.