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Disclosery

ETX EATON VANCE MUN INCOME TERM

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SHS (common), issuer CIK 1563696

41 managers (41 13F filers) reported a position in ETX shares at 2026-06-30, 2,526,452 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
41
13F filers
41
New
3
Added
13
Reduced
13
Sold out
2
Shares held by filers
2,526,452

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
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…552,039$10.4M0.02%-1,70013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY527,704$9.89M<0.01%+99,96713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC217,654$4.08M<0.01%-17,05813F-HRTimelineGroup
UBS Group AGin group UBS Group AG135,161$2.53M<0.01%-6,54013F-HRTimelineGroup
LPL Financial LLC134,330$2.52M<0.01%+1,95013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/130,593$2.45M<0.01%-2,65113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN98,346$1.84M<0.01%-10,60113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP71,586$1.34M<0.01%+16313F-HR/ATimelineGroup
MGO ONE SEVEN LLC60,996$1.14M0.02%+20,48113F-HRTimeline
Sanctuary Advisors, LLC59,019$1.11M0.01%-4,99613F-HRTimeline
FOCUSED ALPHA, LLC46,649$875K0.22%+23213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC40,855$766K<0.01%+62113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,822$728K<0.01%+18,79213F-HRTimelineGroup
Merit Financial Group, LLC38,310$718K<0.01%+16813F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA36,772$689K<0.01%+1,87213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,828$616K<0.01%+1,61813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,386$532K<0.01%-3,11013F-HRTimelineGroup
Steward Partners Investment Advisory, L…26,921$505K<0.01%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.24,305$456K<0.01%-54313F-HRTimelineGroup
Arax Advisory Partners23,928$449K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC23,719$445K<0.01%+9,32713F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…21,875$410K0.1%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,662$406K<0.01%+2,47813F-HRTimelineGroup
Stronghold Wealth Management L.L.C.19,420$364K0.49%-77713F-HRTimeline
Aviance Capital Partners, LLC15,940$299K0.03%-1,10713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,992$281K<0.01%-93613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,001$244K<0.01%new13F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.12,649$237K0.13%-2,72313F-HRTimeline
World Investment Advisors12,388$227K<0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,336$213K<0.01%013F-HRTimelineGroup
Mutual Advisors, LLC10,336$194K<0.01%-8,24713F-HRTimeline
Clark Capital Management Group, Inc.10,000$188K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…7,000$131K<0.01%013F-HRTimelineGroup
Center for Financial Planning, Inc.1,920$36K<0.01%013F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.1,874$35.1K<0.01%new13F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors1,500$28.1K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC816$15.3K<0.01%+1013F-HRTimeline
NewEdge Advisors, LLC405$7.59K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…370$6.94K<0.01%013F-HRTimelineGroup
Hara Capital LLC44$825<0.01%013F-HRTimeline
TRUST CO OF VERMONT1$19<0.01%13F-HRTimeline