Skip to content
Disclosery

ETX EATON VANCE MUN INCOME TERM

Follow

SHS (fund), issuer CIK 1563696

41 managers (41 13F filers) reported a position in ETX shares at 2026-03-31, 2,429,302 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.

Managers
41
13F filers
41
New
2
Added
15
Reduced
13
Sold out
2
Shares held by filers
2,429,302

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…553,739$10.2M0.02%-5,27813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY427,737$7.85M<0.01%+11,73013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC234,712$4.31M<0.01%-13,89513F-HRTimelineGroup
UBS Group AGin group UBS Group AG141,701$2.6M<0.01%+6,89513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/133,244$2.45M<0.01%+5,90913F-HRTimelineGroup
LPL Financial LLC132,380$2.43M<0.01%+22,03213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN108,947$2M<0.01%-11,50313F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP71,423$1.31M<0.01%-13,17613F-HRTimelineGroup
Sanctuary Advisors, LLC64,015$1.18M0.01%013F-HRTimeline
FOCUSED ALPHA, LLC46,417$852K0.26%+5,58213F-HRTimeline
MGO ONE SEVEN LLC40,515$744K0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC40,234$739K<0.01%-77913F-HRTimeline
Merit Financial Group, LLC38,142$700K0.01%+5,51113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA34,900$641K<0.01%+6,12713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP31,496$578K<0.01%+11413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP31,210$573K<0.01%-48113F-HRTimelineGroup
Steward Partners Investment Advisory, L…26,921$494K<0.01%-4,76313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.24,848$456K<0.01%-7213F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC23,928$439K0.01%-6,87513F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…21,875$402K0.11%-10,90013F-HRTimeline
Stronghold Wealth Management L.L.C.20,197$371K0.56%+16913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,030$368K<0.01%-12,89513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,184$352K<0.01%+10,90913F-HRTimelineGroup
Mutual Advisors, LLC18,583$341K0.01%+7,70013F-HRTimeline
Aviance Capital Partners, LLC17,047$313K0.04%+31813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,928$292K<0.01%-13,59013F-HR/ATimelineGroup
MELFA WEALTH MANAGEMENT, INC.15,372$282K0.16%013F-HRTimeline
Integrated Wealth Concepts LLC14,392$264K<0.01%+11613F-HRTimeline
Anchor Investment Management, LLC13,400$246K0.02%013F-HRTimeline
World Investment Advisors12,388$227K<0.01%+14113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,336$208K<0.01%-1,80013F-HRTimelineGroup
Clark Capital Management Group, Inc.10,000$184K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…7,000$129K<0.01%new13F-HRTimelineGroup
Center for Financial Planning, Inc.1,920$35.3K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,500$27.5K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC806$14.8K<0.01%+1013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\700$12.9K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC405$7.43K<0.01%013F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…370$6.79K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC316$5.8K<0.01%new13F-HRTimeline
Hara Capital LLC44$808<0.01%013F-HRTimeline