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Disclosery

ETV EATON VANCE TAX-MANAGED BUY-

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COM (common), issuer CIK 1322436

191 managers (192 13F filers) reported a position in ETV shares at 2026-06-30, 22,376,744 shares in all. 22 filers opened a position and 12 filers sold out during the quarter.

Managers
191
13F filers
192
New
22
Added
69
Reduced
44
Sold out
12
Shares held by filers
22,376,744

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
LPL Financial LLC1,871,053$27.8M0.01%+151,87113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,869,128$27.8M<0.01%+64,59913F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,457,304$21.7M0.14%+121,94613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.1,445,729$21.5M<0.01%-33,90313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,169,365$17.4M<0.01%+15,84313F-HRTimelineGroup
PARAGON FINANCIAL PARTNERS, INC.973,129$14.3M7.67%-20,97813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/671,347$9.99M<0.01%-48,46713F-HRTimelineGroup
BALANCED WEALTH GROUP LLC617,433$9.19M2.9%+10,47913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC591,357$8.8M0.11%-24,38313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN491,893$7.32M<0.01%+55,35613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC482,971$7.19M<0.01%+30,18913F-HRTimelineGroup
UBS Group AGin group UBS Group AG467,155$6.95M<0.01%-58,68213F-HRTimelineGroup
Steward Partners Investment Advisory, L…437,539$6.51M0.03%+14,00813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA436,144$6.49M<0.01%+5,60113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC434,339$6.46M0.01%+35,15713F-HRTimeline
Cetera Investment Advisers407,816$6.07M0.01%+67,75013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.396,176$5.9M0.01%+33,71913F-HRTimelineGroup
SIMS INVESTMENT MANAGEMENT, LLC386,085$5.74M1.78%-1,84413F-HRTimeline
Kingstone Capital Partners Texas, LLC314,746$4.68M2.49%+7,24213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC309,082$4.6M<0.01%-158,67713F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources301,867$4.49M<0.01%+4,17213F-HRTimelineGroup
Advisors Asset Management, Inc.288,807$4.3M0.07%+40,93113F-HRTimeline
Cambridge Investment Research Advisors,…268,687$4M0.01%+9,32113F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC263,007$3.91M<0.01%-4,08513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth259,687$3.86M<0.01%+17,74513F-HRTimelineGroup
SHARPEPOINT LLC218,139$3.25M1.63%+18,20513F-HRTimeline
Thayer Partners, LLC / MA213,499$3.18M1.32%+8,06613F-HRTimeline
Beacon Pointe Advisors, LLC198,047$2.95M0.01%+2,32513F-HRTimeline
Texas Capital Bank Wealth Management Se…183,717$2.73M0.15%+23,79413F-HRTimeline
Advisory Solutions Group, LLC175,159$2.61M0.89%13F-HRTimeline
Emissary Wealth LLC174,295$2.59M1.98%+5,47313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP165,095$2.46M<0.01%-152,35413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC146,965$2.19M0.01%+2,71013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…144,974$2.16M<0.01%+17,27413F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC133,413$1.99M0.12%+3,00013F-HRTimeline
Meridian Wealth Management, LLC127,068$1.89M0.06%+31,04513F-HRTimeline
Advisory Advocates, LLC123,408$1.84M1.57%+10,27013F-HRTimeline
Outlook Wealth Advisors, LLC120,224$1.79M0.39%+25813F-HRTimeline
Mutual Advisors, LLC119,705$1.78M0.03%+10,21313F-HRTimeline
IEQ CAPITAL, LLC110,696$1.65M0.01%-2,26913F-HRTimeline
Private Advisor Group, LLC107,608$1.6M0.01%+23,38613F-HRTimeline
PMG Family Office LLC104,440$1.55M1.43%+1,60013F-HRTimeline
WEDBUSH SECURITIES INC101,844$1.51M0.04%-71313F-HRTimeline
Obermeyer Wealth Partners101,069$1.5M0.06%+19,43613F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.100,931$1.5M<0.01%013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP99,309$1.48M<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC95,968$1.43M<0.01%+25,31713F-HRTimelineGroup
1607 Capital Partners, LLC94,313$1.4M0.12%013F-HRTimeline
Cresset Asset Management, LLC92,695$1.38M0.01%+1,85613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP78,280$1.16M<0.01%-36113F-HRTimelineGroup
NewEdge Advisors, LLC66,958$996K<0.01%+3,57013F-HRTimeline
Prospera Financial Services Inc66,563$991K0.01%+5,89413F-HRTimeline
Janney Montgomery Scott LLC65,264$971K<0.01%-3,01213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …64,549$960K0.01%-1,50013F-HRTimelineGroup
HighTower Advisors, LLC59,411$884K<0.01%+20113F-HRTimeline
Focus Financial Network, Inc.54,625$813K0.03%-1,95413F-HRTimeline
Sanctuary Advisors, LLC51,187$762K<0.01%+33,07313F-HRTimeline
Curi Capital, LLC49,640$739K0.01%-15,35813F-HRTimeline
Creative Planningin group Creative Planning47,322$704K<0.01%-61413F-HRTimelineGroup
Wealth Alliance Advisory Group, LLC46,649$694K0.1%013F-HRTimeline
Choate Investment Advisors45,000$670K0.01%new13F-HRTimeline
WCG Wealth Advisors LLC44,997$670K0.02%-25213F-HRTimeline
SteelPeak Wealth, LLC42,685$635K0.02%+77713F-HRTimeline
Spartan Wealth Advisory Services LLC41,625$619K0.05%013F-HRTimeline
COMMONS CAPITAL, LLC40,582$604K0.42%+2,24813F-HRTimeline
IHT Wealth Management, LLC39,500$588K0.01%new13F-HRTimeline
Summit Financial, LLC38,604$574K0.01%-69913F-HRTimeline
EP Wealth Advisors, LLC38,473$572K<0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV38,495$572K<0.01%+7,04013F-HR/ATimeline
Kovack Advisors, Inc.37,640$562K0.03%-4,81313F-HRTimeline
WEALTH EFFECTS LLC36,685$546K0.15%+6713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…36,021$536K<0.01%-1,04813F-HRTimelineGroup
STABLEFORD CAPITAL II LLC34,880$519K0.18%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding34,528$514K-1,340Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.33,480$498K<0.01%-1,52513F-HRTimelineGroup
Western Wealth Management, LLC33,229$494K0.02%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.31,476$468K0.02%+54313F-HRTimelineGroup
&PARTNERS30,706$457K<0.01%+17913F-HRTimeline
American Institute for Advanced Investm…28,770$453K0.26%013F-HRTimeline
Gladstone Institutional Advisory LLC29,630$441K0.01%-14,49313F-HRTimeline
LANARK FINANCIAL, INC.28,820$429K0.03%013F-HRTimeline
HBK Sorce Advisory LLC28,018$419K0.01%+17113F-HRTimeline
IFG Advisory, LLC27,962$416K0.01%new13F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.27,805$414K0.29%-3,14113F-HRTimeline
Dynamic Advisor Solutions LLC26,640$396K0.01%+9513F-HRTimeline
Triumph Capital Management25,046$373K0.07%+1,51813F-HRTimeline
Everstar Asset Management, LLC24,960$371K0.18%013F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC23,852$355K0.12%+10,49213F-HRTimeline
SHIKIAR ASSET MANAGEMENT INC23,075$343K0.09%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd22,554$336K<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP21,370$318K<0.01%-5,80513F-HR/ATimelineGroup
Belpointe Asset Management LLC20,397$304K0.01%-2,01713F-HRTimeline
Fortis Capital Advisors, LLC20,397$304K0.03%-2,01713F-HRTimeline
Summit Investment Advisory Services, LLC18,826$280K0.07%+37513F-HRTimeline
Westend Capital Management, LLC18,773$279K0.06%013F-HRTimeline
D.A. DAVIDSON & CO.18,206$271K<0.01%-2,20813F-HRTimeline
J.W. COLE ADVISORS, INC.18,137$270K<0.01%+6,25513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,681$263K<0.01%013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS17,633$262K<0.01%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC17,242$257K0.05%013F-HRTimeline
Worth Asset Management, LLC17,215$256K0.08%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.17,162$255K<0.01%013F-HRTimelineGroup
Diversified Enterprises, LLC16,693$248K0.01%+6513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…16,372$244K<0.01%new13F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.15,700$234K0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.15,653$233K0.01%-6313F-HRTimeline
TCFG Investment Advisors, LLCin group TCFG Investment Advisors, LLC15,590$232K0.08%013F-HRTimelineGroup
Cannon Advisors, Inc.14,745$223K0.14%+29313F-HRTimeline
HB Wealth Management, LLC14,600$217K<0.01%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…14,420$215K<0.01%-24013F-HRTimelineGroup
AlphaStar Capital Management, LLC14,314$213K0.01%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…14,252$212K<0.01%-3,59613F-HRTimelineGroup
GREENLEAF TRUST14,099$210K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC13,590$202K<0.01%+81513F-HRTimeline
Jacobi Capital Management LLC13,543$202K0.01%-35713F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC13,346$199K0.01%new13F-HRTimelineGroup
M.E. ALLISON & CO., INC.13,336$198K0.11%-1,36013F-HRTimeline
Burford Brothers, Inc.13,200$196K0.07%013F-HRTimeline
Principle Wealth Partners LLC12,800$190K0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC12,735$189K<0.01%-84,92113F-HRTimelineGroup
Focused Wealth Management, Inc12,615$188K0.02%+7813F-HRTimeline
Sigma Planning Corp12,410$185K<0.01%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…12,422$184K0.06%+21713F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC12,045$179K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,969$179K0.01%+1,36513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC12,000$179K0.01%new13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …11,966$178K<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,621$177K<0.01%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP11,748$175K<0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.11,685$171K0.01%-73713F-HRTimeline
PINNACLE ASSOCIATES LTD11,219$167K<0.01%013F-HRTimeline
YCG, LLC11,200$167K0.01%013F-HRTimeline
Kapstone Financial Advisors LLC11,185$166K0.07%013F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC11,105$165K<0.01%-31,60913F-HRTimelineGroup
RHODES INVESTMENT ADVISORS INC /ADV11,000$164K0.12%+25013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,845$161K0.01%-1,00213F-HRTimeline
Kingsview Wealth Management, LLC10,678$159K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,673$159K<0.01%+82013F-HRTimelineGroup
Stolper Co10,394$155K0.04%-3,25713F-HRTimeline
Cornerstone Wealth Management, LLC10,400$155K0.01%+4013F-HRTimeline
Arkadios Wealth Advisors10,260$153K<0.01%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC10,213$152K0.01%013F-HRTimeline
Allworth Financial LP9,600$143K<0.01%013F-HRTimeline
Parallel Advisors, LLC9,397$140K<0.01%+12013F-HRTimeline
Kentucky Trust Co8,252$123K0.06%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,766$117K<0.01%+5513F-HRTimeline
Princeton Global Asset Management LLC6,420$95.5K0.01%013F-HRTimeline
Avion Wealth6,161$91K0.02%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department5,560$82.7K0.02%013F-HRTimelineGroup
IFP Advisors, Inc5,352$79.6K<0.01%+44213F-HRTimeline
PRIVATE TRUST CO NA5,127$76.3K0.01%013F-HRTimeline
Vision Retirement, LLC5,000$74.4K0.02%013F-HRTimeline
Main Street Group, LTD4,753$70.7K0.02%+2413F-HRTimeline
Seneschal Advisors, LLC4,707$70K0.05%013F-HRTimeline
Olistico Wealth, LLC4,400$65.5K0.03%-2,00013F-HRTimeline
Axiom Investment Management LLC3,771$56.1K0.04%+10013F-HRTimeline
Markowski Investments3,669$54.6K0.01%13F-HRTimeline
BARRETT & COMPANY, INC.3,600$53.6K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,421$50.9K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…3,145$46.8K0.02%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,075$45.8K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC2,971$44.2K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.2,784$41.4K0.01%013F-HRTimeline
Arax Advisory Partners2,700$40.2K<0.01%new13F-HRTimeline
CENTRAL TRUST Co2,500$37.2K<0.01%013F-HRTimeline
Park Place Capital Corp2,003$29.8K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,000$29.8K<0.01%-3,90013F-HRTimeline
BOKF, NAin group BOKF, NA1,820$27.1K<0.01%013F-HRTimelineGroup
PlanVest Financial, Inc1,771$26.4K0.02%013F-HRTimeline
DiNuzzo Private Wealth, Inc.1,297$19.3K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1,250$18.6K<0.01%013F-HRTimeline
Napier Financial, LLC1,198$17.8K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,157$17.2K<0.01%-28913F-HRTimeline
CoreFirst Bank & Trust937$13.9K0.01%013F-HRTimeline
Farther Finance Advisors, LLC779$11.6K<0.01%+913F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC931$10.8K<0.01%+59813F-HRTimeline
Medallion Wealth Advisors, LLC675$10K<0.01%-6,70013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO635$9.31K<0.01%-7813F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management517$7.7K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC500$7.44K<0.01%013F-HRTimeline
TRUST CO OF VERMONT400$5.95K<0.01%13F-HRTimeline
Frazier Financial Advisors, LLC358$5.33K<0.01%+713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC336$5K<0.01%013F-HRTimelineGroup
Bollard Group LLC323$5K<0.01%+713F-HRTimeline
Strategic Wealth Partners, Ltd.316$4.71K<0.01%+1613F-HRTimeline
Institute for Wealth Management, LLC.220$3.27K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.222$3K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC200$2.98K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC200$2.98K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.166$2K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JFS WEALTH ADVISORS, LLC109$1.62K<0.01%new13F-HRTimeline