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Disclosery

ETB EATON VANCE TAX MNGED BUY WR

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COM (fund), issuer CIK 1308927

92 managers (92 13F filers) reported a position in ETB shares at 2026-03-31, 6,385,350 shares in all. 14 filers opened a position and 9 filers sold out during the quarter.

Managers
92
13F filers
92
New
14
Added
32
Reduced
17
Sold out
9
Shares held by filers
6,385,350

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC680,729$9.82M0.08%+115,94413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY506,381$7.3M<0.01%-20,53913F-HRTimelineGroup
Shaker Financial Services, LLC468,608$6.76M2.36%-25,80613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/456,583$6.58M<0.01%+17,86213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.395,920$5.71M<0.01%+4,99113F-HRTimelineGroup
UBS Group AGin group UBS Group AG376,208$5.42M<0.01%+10,35613F-HRTimelineGroup
LPL Financial LLC334,080$4.82M<0.01%+15,69713F-HRTimeline
Cetera Investment Advisers302,650$4.36M<0.01%+7,43113F-HRTimeline
1607 Capital Partners, LLC297,953$4.3M0.31%+70013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC208,188$3M<0.01%+11,52213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC206,350$2.98M<0.01%-3,74613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN200,944$2.9M<0.01%-5,14013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.150,552$2.17M<0.01%+19,00613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC126,525$1.82M<0.01%-1,38013F-HRTimelineGroup
Destiny Wealth Partners, LLC119,355$1.72M0.19%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC116,091$1.67M<0.01%-51713F-HR/ATimelineGroup
SIMS INVESTMENT MANAGEMENT, LLC100,475$1.45M0.53%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC94,372$1.36M0.02%+63,37213F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC79,864$1.15M0.01%-1,30813F-HRTimelineGroup
PMG Family Office LLC76,140$1.1M1.23%+1,67813F-HRTimeline
Meridian Wealth Management, LLC74,893$1.08M0.04%+2,87413F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.70,963$1.02M<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA61,807$891K<0.01%-6,04813F-HRTimelineGroup
Quartz Partners, LLC52,078$751K0.29%+2,78513F-HRTimeline
Janney Montgomery Scott LLC50,699$731K<0.01%+12813F-HRTimeline
CFO4Life Group, LLC46,237$667K0.1%-1,75013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP41,133$593K<0.01%013F-HRTimelineGroup
WCG Wealth Advisors LLC37,177$536K0.01%013F-HRTimeline
D.A. DAVIDSON & CO.34,228$494K<0.01%+3,28213F-HRTimeline
Keystone Financial Group28,150$406K0.03%013F-HRTimeline
MML INVESTORS SERVICES, LLC28,039$404K<0.01%-3,10913F-HRTimeline
Cambridge Investment Research Advisors,…26,701$385K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…25,269$364K0.01%-1,15713F-HRTimelineGroup
Tyche Wealth Partners LLC24,634$355K0.05%+1713F-HRTimeline
Somerset Trust Co23,446$338K0.1%013F-HRTimeline
HighPoint Advisor Group LLC23,025$332K0.01%+3613F-HRTimeline
Creative Planningin group Creative Planning20,121$290K<0.01%+52513F-HRTimelineGroup
Fortitude Advisory Group L.L.C.19,241$277K0.12%013F-HRTimeline
Allworth Financial LP18,596$268K<0.01%+7213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,470$252K<0.01%+3,68713F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth16,631$240K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC16,445$237K<0.01%new13F-HRTimeline
MGO ONE SEVEN LLC15,345$221K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,325$221K<0.01%+31813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC15,201$219K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…14,866$214K<0.01%new13F-HRTimelineGroup
INTEGRATED CAPITAL MANAGEMENT, INC.14,739$213K0.14%-2,73213F-HRTimeline
Jacobi Capital Management LLC14,327$207K0.01%+24113F-HRTimeline
Stonebridge Capital Advisors LLC14,000$202K0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,757$198K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding13,524$195K-5,802Timeline
AssuredPartners Investment Advisors, LLC13,150$193K0.02%new13F-HRTimeline
HighTower Advisors, LLC12,821$185K<0.01%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.12,650$182K0.01%013F-HRTimelineGroup
Burford Brothers, Inc.12,500$180K0.07%013F-HRTimeline
King Wealth Management Group12,177$176K0.02%+2913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd12,142$175K<0.01%new13F-HRTimelineGroup
Waverly Advisors, LLC11,910$172K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC11,683$168K0.03%new13F-HRTimeline
Intrua Financial, LLC11,534$166K0.02%+9313F-HRTimeline
Parallel Advisors, LLC11,377$164K<0.01%+16513F-HR/ATimeline
SAGE RHINO CAPITAL LLC10,000$144K0.03%-8,50013F-HRTimeline
CoreCap Advisors, LLC8,000$115K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC7,764$112K0.03%new13F-HRTimeline
Gould Capital, LLC7,518$108K0.07%+3213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT7,444$107K<0.01%013F-HRTimeline
IFP Advisors, Inc5,128$73.9K<0.01%+12913F-HRTimeline
MAI Capital Management3,400$49K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC3,210$47.2K<0.01%-1,46413F-HRTimeline
Princeton Global Asset Management LLC2,813$40.6K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,513$36.2K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,503$36.1K<0.01%+2113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,206$31.8K<0.01%-1,01813F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,118$30.5K<0.01%013F-HRTimeline
NewEdge Advisors, LLC1,596$23K<0.01%-13,57213F-HR/ATimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,239$17.9K<0.01%013F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.954$13.8K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC885$12.8K<0.01%013F-HRTimelineGroup
Arax Advisory Partners875$12.6K<0.01%013F-HRTimeline
Kilter Group LLC863$12.4K0.01%+1213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO878$12.3K<0.01%+7513F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/800$11.5K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.750$11K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Golden State Wealth Management, LLC650$9.38K<0.01%+1013F-HRTimeline
PRIVATE TRUST CO NA619$8.93K<0.01%013F-HRTimeline
Axiom Investment Management LLC599$8.63K0.01%13F-HRTimeline
Advisory Services Network, LLC500$7.21K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…500$7.21K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management330$4.76K<0.01%013F-HRTimelineGroup
Abound Wealth Management289$4.17K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC227$3.27K<0.01%+213F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC200$2.88K<0.01%new13F-HRTimeline