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Disclosery

ETB EATON VANCE TAX MNGED BUY WR

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COM (fund), issuer CIK 1308927

87 managers (88 13F filers) reported a position in ETB shares at 2025-12-31, 6,065,213 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
87
13F filers
88
New
10
Added
27
Reduced
27
Sold out
8
Shares held by filers
6,065,213

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC564,785$8.62M0.06%+143,00113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY526,920$8.05M<0.01%+10,58213F-HR/ATimelineGroup
Shaker Financial Services, LLC494,414$7.55M2.39%+76813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/438,721$6.7M<0.01%-20,10613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.390,929$5.97M<0.01%-22,35813F-HRTimelineGroup
UBS Group AGin group UBS Group AG365,852$5.59M<0.01%+5,97313F-HRTimelineGroup
LPL Financial LLC318,383$4.86M<0.01%+27,97013F-HRTimeline
1607 Capital Partners, LLC297,253$4.54M0.31%-3,62113F-HRTimeline
Cetera Investment Advisers295,219$4.51M<0.01%-2,16413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC210,096$3.21M<0.01%+6,98313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN206,084$3.15M<0.01%-12,60513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC196,666$3M<0.01%+24,93613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.131,546$2.01M<0.01%-1,75713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC127,905$1.95M<0.01%-22713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC116,608$1.78M<0.01%+16,05313F-HRTimelineGroup
SIMS INVESTMENT MANAGEMENT, LLC100,475$1.53M0.54%-62513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC81,172$1.24M0.01%-1,01113F-HRTimelineGroup
PMG Family Office LLC74,462$1.14M1.31%-1,92413F-HRTimeline
Meridian Wealth Management, LLC72,019$1.1M0.04%+4,56413F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.70,963$1.08M<0.01%-84,00013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA67,855$1.04M<0.01%-17713F-HRTimelineGroup
Janney Montgomery Scott LLC50,571$772K<0.01%+3,43513F-HRTimeline
Quartz Partners, LLC49,293$753K0.28%-2,08313F-HRTimeline
CFO4Life Group, LLC47,987$733K0.1%-13,78213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP41,133$628K<0.01%-20,00013F-HRTimelineGroup
WCG Wealth Advisors LLC37,177$568K0.02%-1,41913F-HRTimeline
Advisors Asset Management, Inc.32,027$489K0.01%-19,78813F-HR/ATimeline
MML INVESTORS SERVICES, LLC31,148$476K<0.01%+85613F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC31,000$473K0.01%+1,67413F-HRTimelineGroup
D.A. DAVIDSON & CO.30,946$473K<0.01%013F-HRTimeline
Keystone Financial Group28,150$430K0.03%+12,30013F-HRTimeline
Cambridge Investment Research Advisors,…26,701$408K<0.01%+12913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…26,426$404K0.02%+1,71313F-HRTimelineGroup
Tyche Wealth Partners LLC24,617$376K0.06%-4,41013F-HRTimeline
Somerset Trust Co23,446$358K0.11%013F-HRTimeline
HighPoint Advisor Group LLC22,989$351K0.01%new13F-HRTimeline
Creative Planningin group Creative Planning19,596$299K<0.01%+1,75013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding19,326$295K+5,499Timeline
Fortitude Advisory Group L.L.C.19,241$294K0.12%013F-HRTimeline
Allworth Financial LP18,524$283K<0.01%+6813F-HRTimeline
SAGE RHINO CAPITAL LLC18,500$282K0.05%013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.17,471$267K0.18%+46213F-HRTimeline
MGO ONE SEVEN LLC15,345$234K<0.01%-1,40013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC15,201$232K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC15,168$232K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,007$229K<0.01%-38313F-HR/ATimelineGroup
COMERICA BANK14,866$227K<0.01%-1,00013F-HRTimeline
Summit Financial, LLC14,650$224K<0.01%-72513F-HRTimeline
Jacobi Capital Management LLC14,086$215K0.01%+23113F-HRTimeline
Stonebridge Capital Advisors LLC14,000$214K0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,783$210K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC12,821$196K<0.01%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.12,650$193K0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC12,621$193K<0.01%-1,38213F-HRTimeline
Burford Brothers, Inc.12,500$191K0.08%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,304$190K<0.01%+3913F-HRTimeline
King Wealth Management Group12,148$185K0.02%+2813F-HRTimeline
Intrua Financial, LLC11,441$175K0.02%+8913F-HRTimeline
Parallel Advisors, LLC11,212$171K<0.01%+15913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,060$154K<0.01%new13F-HR/ATimelineGroup
CoreCap Advisors, LLC8,000$122K<0.01%013F-HRTimeline
Gould Capital, LLC7,486$114K0.07%+3013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT7,444$114K<0.01%013F-HRTimeline
IFP Advisors, Inc4,999$76.3K<0.01%+3213F-HRTimeline
Farther Finance Advisors, LLC4,674$71.4K<0.01%013F-HRTimeline
MAI Capital Management3,400$51.9K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,224$49.2K<0.01%-16913F-HRTimelineGroup
Princeton Global Asset Management LLC2,813$43K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,513$38.4K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,482$37.9K<0.01%+2013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…2,118$32.3K<0.01%-2,60913F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,239$18.9K<0.01%new13F-HRTimelineGroup
Cape Investment Advisory, Inc.1,054$16.1K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,025$15.7K<0.01%new13F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.954$14.6K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC885$14K<0.01%013F-HRTimelineGroup
Arax Advisory Partners875$13.4K<0.01%013F-HRTimeline
Kilter Group LLC851$13K0.01%-8213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO803$12.3K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/800$12.2K<0.01%013F-HRTimelineGroup
OPTIMA CAPITAL LLC700$10.7K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC640$9.78K<0.01%+1013F-HRTimeline
PRIVATE TRUST CO NA619$9.46K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…500$7.63K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management330$5.04K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC225$3.44K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…101$1.54K<0.01%new13F-HRTimeline