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Disclosery

ETX EATON VANCE MUN INCOME TERM

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SHS (fund), issuer CIK 1563696

35 managers (35 13F filers) reported a position in ETX shares at 2025-06-30, 2,402,468 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
35
13F filers
35
New
3
Added
14
Reduced
7
Sold out
4
Shares held by filers
2,402,468

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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…589,204$10.6M0.02%+3,60013F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY403,259$7.26M<0.01%+2,46613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC216,949$3.91M<0.01%+11,56613F-HRTimelineGroup
UBS Group AGin group UBS Group AG138,599$2.5M<0.01%+3,95813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/134,603$2.42M<0.01%-2,02413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN128,303$2.31M<0.01%+23,50713F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC124,160$2.24M0.07%+16,93913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP86,330$1.55M<0.01%-7,89513F-HR/ATimelineGroup
Sanctuary Advisors, LLC64,015$1.15M0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP49,610$893K<0.01%+1,05813F-HRTimelineGroup
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP45,989$828K<0.01%+24013F-HRTimelineGroup
LPL Financial LLC41,680$751K<0.01%+5,08213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC39,969$720K<0.01%+1,21713F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…38,075$686K0.2%-2,79913F-HRTimeline
MGO ONE SEVEN LLC37,960$684K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…36,049$649K0.01%-50013F-HRTimeline
Integrated Wealth Concepts LLC32,986$594K0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP31,159$561K<0.01%-23513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,872$520K<0.01%-1,10913F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC27,964$504K<0.01%-1,89513F-HRTimelineGroup
Merit Financial Group, LLC24,335$438K<0.01%+11,08013F-HRTimeline
Aviance Capital Partners, LLC17,965$324K0.04%+2,31213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,342$312K<0.01%+2,48713F-HR/ATimelineGroup
MELFA WEALTH MANAGEMENT, INC.15,372$277K0.17%013F-HRTimeline
Beverly Hills Private Wealth, LLC12,615$227K0.04%new13F-HRTimeline
Anchor Investment Management, LLC9,400$169K0.01%013F-HRTimeline
Elequin Capital, LP2,465$44.4K0.01%new13F-HRTimeline
Center for Financial Planning, Inc.1,920$34.6K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,885$34K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors1,500$27K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC777$14K<0.01%+1013F-HRTimeline
NewEdge Advisors, LLC743$13.4K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…370$6.66K<0.01%013F-HRTimelineGroup
Hara Capital LLC44$792<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.