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Disclosery

ETX EATON VANCE MUN INCOME TERM

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SHS (fund), issuer CIK 1563696

41 managers (41 13F filers) reported a position in ETX shares at 2025-12-31, 2,493,375 shares in all. 6 filers opened a position and 1 filer sold out during the quarter.

Managers
41
13F filers
41
New
6
Added
15
Reduced
10
Sold out
1
Shares held by filers
2,493,375

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…559,017$10.5M0.02%-19,48313F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY416,007$7.78M<0.01%+16,27213F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC248,607$4.65M<0.01%+19,18313F-HRTimelineGroup
UBS Group AGin group UBS Group AG134,806$2.52M<0.01%+1,81913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/127,335$2.38M<0.01%-1,19113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN120,450$2.25M<0.01%-5,00713F-HRTimelineGroup
LPL Financial LLC110,348$2.06M<0.01%+63,30713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP84,599$1.58M<0.01%+4113F-HR/ATimelineGroup
Sanctuary Advisors, LLC64,015$1.2M0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP46,045$861K<0.01%+3313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC41,013$767K<0.01%+2413F-HRTimeline
FOCUSED ALPHA, LLC40,835$764K0.22%13F-HRTimeline
MGO ONE SEVEN LLC40,515$758K0.02%+2,55513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,925$616K<0.01%-2,91013F-HRTimelineGroup
WALTER & KEENAN WEALTH MANAGEMENT LLC /…32,775$613K0.16%013F-HRTimeline
Merit Financial Group, LLC32,631$610K<0.01%+6,39213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP31,691$593K<0.01%-27,34013F-HRTimelineGroup
Steward Partners Investment Advisory, L…31,684$592K<0.01%-1,22013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP31,382$587K<0.01%+11113F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC30,803$576K0.02%-76,58413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC29,518$552K<0.01%-2,48013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,773$538K<0.01%+1,85613F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.24,920$466K<0.01%+1,09413F-HRTimelineGroup
Stronghold Wealth Management L.L.C.20,028$375K0.55%13F-HRTimeline
Aviance Capital Partners, LLC16,729$313K0.04%+5413F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.15,372$287K0.17%013F-HRTimeline
Integrated Wealth Concepts LLC14,276$267K<0.01%-13,95413F-HRTimeline
Anchor Investment Management, LLC13,400$251K0.02%+2,50013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.13,136$246K<0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,600$236K<0.01%new13F-HRTimelineGroup
World Investment Advisors12,247$229K<0.01%-2,91413F-HR/ATimeline
Mutual Advisors, LLC10,883$204K<0.01%new13F-HRTimeline
Clark Capital Management Group, Inc.10,000$187K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,275$155K<0.01%new13F-HRTimelineGroup
Center for Financial Planning, Inc.1,920$35.9K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,500$28.1K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC796$14.9K<0.01%+913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\700$13.1K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC405$7.57K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…370$6.92K<0.01%013F-HRTimelineGroup
Hara Capital LLC44$823<0.01%013F-HRTimeline