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Disclosery

ETX EATON VANCE MUN INCOME TERM

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SHS (fund), issuer CIK 1563696

34 managers (34 13F filers) reported a position in ETX shares at 2025-09-30, 2,416,636 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.

Managers
34
13F filers
34
New
2
Added
11
Reduced
13
Sold out
2
Shares held by filers
2,416,636

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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…578,500$11.2M0.02%-10,70413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY399,735$7.71M<0.01%-3,52413F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC229,424$4.43M<0.01%+12,47513F-HRTimelineGroup
UBS Group AGin group UBS Group AG132,987$2.57M<0.01%-5,61213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/128,526$2.48M<0.01%-6,07713F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN125,457$2.42M<0.01%-2,84613F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC107,387$2.07M0.06%-16,77313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP84,558$1.63M<0.01%-1,77213F-HRTimelineGroup
Sanctuary Advisors, LLC64,015$1.24M0.01%013F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP59,031$1.14M<0.01%+9,42113F-HRTimelineGroup
LPL Financial LLC47,041$908K<0.01%+5,36113F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP46,012$888K<0.01%+2313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC40,989$791K<0.01%+1,02013F-HRTimeline
MGO ONE SEVEN LLC37,960$733K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.35,835$686K<0.01%+18,49313F-HRTimelineGroup
Steward Partners Investment Advisory, L…32,904$635K<0.01%-3,14513F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…32,775$633K0.18%-5,30013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC31,998$618K<0.01%+4,03413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP31,271$604K<0.01%+11213F-HRTimelineGroup
Integrated Wealth Concepts LLC28,230$545K<0.01%-4,75613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,917$519K<0.01%-1,95513F-HRTimelineGroup
Merit Financial Group, LLC26,239$506K<0.01%+1,90413F-HR/ATimeline
Invesco Ltd.in group Invesco Ltd.23,826$460K<0.01%new13F-HRTimelineGroup
Aviance Capital Partners, LLC16,675$322K0.04%-1,29013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.15,372$297K0.17%013F-HRTimeline
World Investment Advisors15,161$293K0.01%new13F-HRTimeline
Anchor Investment Management, LLC10,900$210K0.02%+1,50013F-HRTimeline
Center for Financial Planning, Inc.1,920$37.1K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,885$36K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors1,500$28.9K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC787$15.2K<0.01%+1013F-HRTimeline
NewEdge Advisors, LLC405$7.82K<0.01%-33813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…370$7.14K<0.01%013F-HRTimelineGroup
Hara Capital LLC44$849<0.01%013F-HRTimeline