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Disclosery

ETV EATON VANCE TAX-MANAGED BUY-

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COM (fund), issuer CIK 1322436

178 managers (178 13F filers) reported a position in ETV shares at 2025-03-31, 20,015,531 shares in all. 16 filers opened a position and 14 filers sold out during the quarter.

Managers
178
13F filers
178
New
16
Added
55
Reduced
52
Sold out
14
Shares held by filers
20,015,531

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY1,775,298$23.5M<0.01%-78,24313F-HRTimelineGroup
LPL Financial LLC1,684,959$22.3M0.01%+91,67213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,468,301$19.4M<0.01%+21,93713F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,298,255$17.1M0.16%-21,41913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC981,707$13M<0.01%-65413F-HRTimelineGroup
PARAGON FINANCIAL PARTNERS, INC.817,222$10.8M8.46%+44,93413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/726,426$9.6M<0.01%+76,58413F-HRTimelineGroup
UBS Group AGin group UBS Group AG625,083$8.26M<0.01%-29,65913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC557,451$8.03M0.18%+4,00313F-HRTimelineGroup
BALANCED WEALTH GROUP LLC541,422$7.15M3.46%-4,35213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.513,543$6.78M0.02%+228,44413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC455,751$6.02M0.02%+162,53213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC406,229$5.37M<0.01%+129,91313F-HRTimelineGroup
SIMS INVESTMENT MANAGEMENT, LLC395,917$5.23M2.34%+2,90113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN386,663$5.11M<0.01%+42,49813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA350,271$4.63M<0.01%-1,39013F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC309,423$4.09M0.01%+2,59513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC307,064$4.06M<0.01%-12,21513F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources298,356$3.94M<0.01%+3,87813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP295,426$3.9M0.01%-14,77613F-HRTimelineGroup
Cambridge Investment Research Advisors,…272,239$3.6M0.01%+3,14513F-HRTimeline
Kingstone Capital Partners Texas, LLC265,231$3.5M2.82%+39,14313F-HRTimeline
Cornerstone Advisors, LLC252,619$3.34M0.14%-591,24413F-HRTimeline
Karpus Management, Inc.242,724$3.21M0.1%-17,70513F-HRTimeline
Steward Partners Investment Advisory, L…238,415$3.15M0.03%+217,68413F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.201,931$2.67M<0.01%-8,00013F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC193,888$2.56M0.24%-12,67513F-HRTimeline
IEQ CAPITAL, LLC162,975$2.15M0.02%+33,67313F-HRTimeline
Mariner, LLCin group Mariner, LLC159,963$2.11M<0.01%-1,87513F-HRTimelineGroup
SHARPEPOINT LLC156,540$2.03M1.78%+34,69513F-HRTimeline
Private Advisor Group, LLC152,099$2.01M0.01%+2,64913F-HRTimeline
Outlook Wealth Advisors, LLC139,124$1.84M0.51%+34,11313F-HRTimeline
Beacon Pointe Advisors, LLC122,991$1.62M0.02%-23,15013F-HRTimeline
Mutual Advisors, LLC124,445$1.6M0.05%+82213F-HRTimeline
WEDBUSH SECURITIES INC115,266$1.52M0.06%-1,20213F-HRTimeline
Investment Planning Advisors, Inc.112,591$1.49M0.6%-40,38813F-HRTimeline
Cetera Investment Advisers102,222$1.35M<0.01%+4,25613F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC98,770$1.3M0.35%+21,96413F-HRTimeline
Advisors Asset Management, Inc.93,976$1.24M0.02%+21013F-HR/ATimeline
Cresset Asset Management, LLC83,444$1.1M0.01%+1,75413F-HRTimeline
Obermeyer Wealth Partners75,280$994K0.05%-24,09313F-HRTimeline
Shaker Financial Services, LLC73,618$972K0.38%-118,88313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP71,822$949K<0.01%+8,60213F-HRTimelineGroup
Meridian Wealth Management, LLC71,360$943K0.05%+8,92313F-HRTimeline
Curi Capital, LLC70,752$935K0.02%+3,79113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…66,444$878K<0.01%+13,40913F-HRTimelineGroup
Janney Montgomery Scott LLC65,490$865K<0.01%-4,51613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …65,456$865K0.01%-54713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC63,128$834K<0.01%+96713F-HRTimelineGroup
Arkadios Wealth Advisors58,766$776K0.03%013F-HRTimeline
Focus Financial Network, Inc.52,963$700K0.03%-76513F-HRTimeline
HighTower Advisors, LLC49,303$651K<0.01%+85413F-HRTimeline
Wealth Alliance Advisory Group, LLC47,046$621K0.13%013F-HRTimeline
SteelPeak Wealth, LLC44,436$587K0.02%+27413F-HRTimeline
Creative Planningin group Creative Planning43,977$581K<0.01%-17813F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…38,255$505K0.08%+6513F-HRTimeline
WEALTH EFFECTS LLC37,454$495K0.21%-79013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV36,363$480K<0.01%-80513F-HRTimeline
IFG Advisory, LLC33,785$446K0.02%013F-HRTimeline
STABLEFORD CAPITAL II LLC36,303$446K0.19%013F-HRTimeline
GPS Wealth Strategies Group, LLC33,229$439K0.06%-3,45713F-HRTimeline
NewEdge Advisors, LLC33,038$436K<0.01%-20013F-HRTimeline
Keeley-Teton Advisors, LLC32,815$433K0.05%013F-HRTimeline
Gladstone Institutional Advisory LLC32,148$425K0.02%+1,02613F-HRTimeline
Avory & Company, LLC30,308$400K0.26%013F-HRTimeline
LANARK FINANCIAL, INC.29,520$389K0.03%+29,48913F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.28,767$380K0.03%+67813F-HRTimelineGroup
Dynamic Advisor Solutions LLC28,674$379K0.01%+3713F-HRTimeline
WCG Wealth Advisors LLC28,400$375K0.03%new13F-HR/ATimeline
Focus Partners Wealthgroup of 2 filers holding27,664$365K-20,712Timeline
Everstar Asset Management, LLC27,060$357K0.24%-6,30013F-HR/ATimeline
B. Riley Wealth Advisors, Inc.26,357$348K0.01%-3,20513F-HRTimeline
HBK Sorce Advisory LLC26,147$345K0.01%-8,66513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO24,628$325K0.01%+1,55313F-HRTimeline
Belpointe Asset Management LLC24,098$318K0.02%new13F-HRTimeline
Fortis Capital Advisors, LLC24,098$318K0.06%new13F-HRTimeline
American Institute for Advanced Investm…23,739$314K0.24%+1,13913F-HRTimeline
&PARTNERS22,695$302K<0.01%013F-HRTimeline
Triumph Capital Management22,490$297K0.1%+1,86213F-HRTimeline
MGO ONE SEVEN LLC20,471$270K0.01%+3,40913F-HRTimeline
COMMONS CAPITAL, LLC20,243$267K0.25%+96613F-HRTimeline
Prospera Financial Services Inc18,334$242K0.01%-13,20913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.18,232$241K<0.01%-5813F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP18,175$240K<0.01%013F-HRTimelineGroup
D.A. DAVIDSON & CO.17,991$238K<0.01%-48413F-HRTimeline
Sanctuary Advisors, LLC17,863$236K<0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding17,751$234K-123,500Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…17,496$231K<0.01%+3,21213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.17,363$229K<0.01%-3,60013F-HRTimelineGroup
Westend Capital Management, LLC17,358$229K0.09%-9,55613F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC17,345$229K0.12%013F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC17,242$228K0.09%013F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC17,189$227K0.09%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC17,148$227K<0.01%new13F-HRTimelineGroup
Summit Investment Advisory Services, LLC16,952$224K0.11%+34513F-HRTimeline
Cannon Advisors, Inc.16,943$224K0.21%+35213F-HRTimeline
Diversified Enterprises, LLC16,489$218K0.02%-1413F-HRTimeline
Turtle Creek Wealth Advisors, LLC15,854$209K0.03%013F-HRTimeline
CENTAURUS FINANCIAL, INC.15,591$206K0.01%-16013F-HRTimeline
Elequin Capital, LP15,282$202K0.04%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.17,162$200K<0.01%013F-HRTimelineGroup
M.E. ALLISON & CO., INC.14,462$191K0.19%+7413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC14,398$190K0.02%new13F-HRTimeline
AlphaStar Capital Management, LLC14,314$189K0.02%013F-HRTimeline
Jacobi Capital Management LLC13,315$176K0.01%+13913F-HRTimeline
Anderson Financial Strategies, LLC13,226$175K0.11%013F-HRTimeline
Burford Brothers, Inc.13,200$174K0.08%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC13,165$174K0.01%new13F-HRTimeline
Summit Global Investmentsin group Summit Global Investments13,000$172K0.01%new13F-HRTimelineGroup
Principle Wealth Partners LLC12,800$169K0.01%013F-HRTimeline
Merit Financial Group, LLC12,781$169K<0.01%013F-HRTimeline
Empower Advisory Group, LLC12,466$165K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC12,389$164K<0.01%-41113F-HRTimeline
Robertson Stephens Wealth Management, L…12,378$164K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,369$163K<0.01%+14113F-HRTimelineGroup
Focused Wealth Management, Inc12,204$161K0.02%-4413F-HRTimeline
Sigma Planning Corp12,153$161K0.01%-4,53413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,506$152K<0.01%new13F-HR/ATimelineGroup
Arlington Capital Management, Inc.11,241$148K0.11%-57,82413F-HRTimeline
COMERICA BANK11,236$148K<0.01%-1,02113F-HRTimeline
PINNACLE ASSOCIATES LTD11,219$148K<0.01%013F-HRTimeline
Kapstone Financial Advisors LLC11,185$148K0.08%013F-HRTimeline
Cornerstone Wealth Management, LLC11,140$147K0.01%+3913F-HRTimeline
Investor's Fiduciary Advisor Network, L…11,198$147K0.07%+70313F-HRTimeline
Atria Wealth Solutions, Inc.11,000$145K<0.01%-1,16613F-HRTimeline
Capital CS Group, LLC10,577$140K0.24%+11313F-HRTimeline
Kingsview Wealth Management, LLC10,429$138K<0.01%-95913F-HRTimeline
Clark Capital Management Group, Inc.10,395$137K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,080$136K0.01%013F-HRTimelineGroup
Kovack Advisors, Inc.10,270$136K0.01%+20613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC10,213$135K0.02%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,212$135K<0.01%-97813F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,204$135K0.01%-30013F-HRTimeline
Main Street Group, LTD9,967$132K0.05%+1,52313F-HRTimeline
Parallel Advisors, LLC8,800$116K<0.01%+15013F-HRTimeline
Kentucky Trust Co8,252$109K0.06%013F-HRTimeline
Avion Wealth7,561$108K0.03%013F-HRTimeline
Olistico Wealth, LLC7,734$102K0.06%-66613F-HRTimeline
MONTAG A & ASSOCIATES INC6,900$91.1K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC6,700$88.5K0.04%013F-HRTimeline
Princeton Global Asset Management LLC6,420$84.8K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,180$81.6K<0.01%013F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC5,808$76.7K0.02%-113F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC5,602$74K<0.01%new13F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department5,560$73.4K0.02%013F-HRTimelineGroup
Larson Financial Group LLC5,400$71.3K<0.01%+4,90013F-HRTimeline
PRIVATE TRUST CO NA5,127$67.7K0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.4,565$60.3K0.06%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,550$46.9K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,421$45.2K<0.01%-25013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,075$40.6K<0.01%new13F-HRTimelineGroup
Vermillion Wealth Management, Inc.2,784$36.8K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.2,500$33K0.01%013F-HRTimeline
MAI Capital Management2,207$29.2K<0.01%013F-HRTimeline
Park Place Capital Corp2,003$26.5K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA1,820$24K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC1,446$19.1K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.1,297$17.1K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.1,250$16.5K<0.01%013F-HRTimeline
NewSquare Capital LLC1,234$16.3K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC1,114$16.1K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,099$15K0.01%-1,31913F-HRTimeline
Blume Capital Management, Inc.1,000$13.2K<0.01%013F-HRTimeline
GAMMA Investing LLC1,000$13.2K<0.01%013F-HR/ATimeline
Fortitude Family Office, LLC793$10.5K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO636$8.4K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC630$8K<0.01%-7013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management517$6.84K<0.01%013F-HRTimelineGroup
Laurel Wealth Advisors LLC400$5.28K<0.01%013F-HRTimeline
Dunhill Financial, LLC396$5.23K<0.01%-27713F-HRTimeline
Allworth Financial LP400$5.06K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC333$4.4K<0.01%013F-HRTimeline
Signature Resources Capital Management,…225$2.97K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC200$2.88K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC175$2.31K<0.01%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners129$1.7K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…26$343<0.01%+1713F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.