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Disclosery

ETB EATON VANCE TAX MNGED BUY WR

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COM (fund), issuer CIK 1308927

86 managers (86 13F filers) reported a position in ETB shares at 2025-09-30, 6,026,504 shares in all. 5 filers opened a position and 7 filers sold out during the quarter.

Managers
86
13F filers
86
New
5
Added
32
Reduced
22
Sold out
7
Shares held by filers
6,026,504

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MORGAN STANLEYin group MORGAN STANLEY516,338$7.75M<0.01%+14,75713F-HR/ATimelineGroup
Shaker Financial Services, LLC493,646$7.4M2.54%-44,36013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/458,827$6.88M<0.01%-5,44413F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC421,784$6.33M0.05%-58,50913F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.413,287$6.2M<0.01%+19,54313F-HRTimelineGroup
UBS Group AGin group UBS Group AG359,879$5.4M<0.01%-2,04213F-HRTimelineGroup
1607 Capital Partners, LLC300,874$4.51M0.34%-51413F-HRTimeline
Cetera Investment Advisers297,383$4.46M0.01%+4,98713F-HRTimeline
LPL Financial LLC290,413$4.36M<0.01%+153,52313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN218,689$3.28M<0.01%-5,78313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC203,113$3.05M<0.01%-1,87313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC171,730$2.58M<0.01%+5,03213F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.154,963$2.32M<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.133,303$2M<0.01%-149,67213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC128,132$1.92M<0.01%+3,72913F-HRTimelineGroup
SIMS INVESTMENT MANAGEMENT, LLC101,100$1.52M0.55%+50013F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC100,555$1.51M<0.01%+8,42813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC82,183$1.23M0.01%+3,23413F-HRTimelineGroup
PMG Family Office LLC76,386$1.15M1.28%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA68,032$1.02M<0.01%-22,45413F-HRTimelineGroup
Meridian Wealth Management, LLC67,455$1.01M0.04%+3,82013F-HRTimeline
CFO4Life Group, LLC61,769$927K0.13%+1,19913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP61,133$917K<0.01%+20,76713F-HRTimelineGroup
Advisors Asset Management, Inc.51,815$777K0.01%-79,83713F-HR/ATimeline
Quartz Partners, LLC51,376$771K0.28%+4,40913F-HRTimeline
Janney Montgomery Scott LLC47,136$707K<0.01%-66113F-HRTimeline
WCG Wealth Advisors LLC38,596$579K0.04%+82713F-HRTimeline
D.A. DAVIDSON & CO.30,946$464K<0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC30,292$454K<0.01%+1,89013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC29,326$440K0.01%-18,59413F-HRTimelineGroup
Tyche Wealth Partners LLC29,027$435K0.08%+1613F-HRTimeline
Cambridge Investment Research Advisors,…26,572$399K<0.01%-513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…24,713$371K0.02%+4,86013F-HRTimelineGroup
Somerset Trust Co23,446$352K0.11%013F-HRTimeline
Cornerstone Advisors, LLC21,584$324K0.01%-25,36713F-HRTimeline
Fortitude Advisory Group L.L.C.19,241$289K0.16%013F-HRTimeline
SAGE RHINO CAPITAL LLC18,500$278K0.05%013F-HRTimeline
Allworth Financial LP18,456$277K<0.01%-22713F-HRTimeline
Creative Planningin group Creative Planning17,846$268K<0.01%+25013F-HRTimelineGroup
INTEGRATED CAPITAL MANAGEMENT, INC.17,009$255K0.18%+1,92713F-HRTimeline
MGO ONE SEVEN LLC16,745$251K0.01%-6,00013F-HRTimeline
COMERICA BANK15,866$238K<0.01%013F-HRTimeline
Keystone Financial Group15,850$238K0.02%new13F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,390$231K<0.01%+15613F-HRTimelineGroup
Summit Financial, LLC15,375$231K<0.01%+62513F-HRTimeline
NewEdge Advisors, LLC15,168$228K<0.01%013F-HRTimeline
Global Retirement Partners, LLC14,003$210K<0.01%+19313F-HRTimeline
Stonebridge Capital Advisors LLC14,000$210K0.01%013F-HRTimeline
Jacobi Capital Management LLC13,855$208K0.01%-79113F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC13,827$207K<0.01%-27213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,160$197K<0.01%013F-HRTimelineGroup
HighTower Advisors, LLC12,821$192K<0.01%-3,09713F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.12,650$190K0.01%013F-HRTimelineGroup
Burford Brothers, Inc.12,500$188K0.08%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,265$185K<0.01%+1,37513F-HRTimeline
King Wealth Management Group12,120$182K0.02%-17213F-HRTimeline
Integrated Wealth Concepts LLC11,771$177K<0.01%+29313F-HRTimeline
Intrua Financial, LLC11,352$170K0.02%+9113F-HRTimeline
Parallel Advisors, LLC11,053$166K<0.01%+16113F-HRTimeline
Wealth Advisors of Tampa Bay, LLC10,500$158K0.05%-2,00013F-HRTimeline
Modern Wealth Management, LLC10,076$151K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC8,000$120K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC7,537$113K0.04%+6813F-HRTimeline
Gould Capital, LLC7,456$112K0.07%+3013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT7,444$112K<0.01%013F-HRTimeline
IFP Advisors, Inc4,967$74.5K<0.01%+22213F-HR/ATimeline
Steward Partners Investment Advisory, L…4,727$70.9K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC4,674$70.1K<0.01%+2,46413F-HRTimeline
MAI Capital Management3,400$51K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,393$50.9K<0.01%+3113F-HRTimelineGroup
Princeton Global Asset Management LLC2,813$42.2K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,513$37.7K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,462$36.9K<0.01%new13F-HRTimelineGroup
NFSG Corp1,762$26.4K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.954$14.3K<0.01%013F-HRTimeline
Kilter Group LLC933$14K0.01%new13F-HRTimeline
Arax Advisory Partners875$13.1K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC885$13K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO803$12.1K<0.01%+313F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/800$12K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC630$9.45K<0.01%-1,99013F-HRTimeline
PRIVATE TRUST CO NA619$9.29K<0.01%013F-HRTimeline
Advisory Services Network, LLC600$9K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…500$7.5K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management330$4.95K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC225$3.38K<0.01%013F-HRTimeline