ETV institutional holders

EATON VANCE TAX-MANAGED BUY- · 13F, 2026Q2

Managers holding192
Shares held22,645,431
Reported value$336.8m
Quarter flows25 new, 69 added, 44 trimmed, 14 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC1,871,053$27.8m0.0%
MORGAN STANLEY1,869,128$27.8m0.0%
GUGGENHEIM CAPITAL LLC1,457,304$21.7m0.1%
Invesco Ltd.1,445,729$21.5m0.0%
RAYMOND JAMES FINANCIAL INC1,169,365$17.4m0.0%
PARAGON FINANCIAL PARTNERS, INC.973,129$14.3m7.6%
BANK OF AMERICA CORP /DE/671,347$10.0m0.0%
BALANCED WEALTH GROUP LLC617,433$9.2m2.9%
PRINCIPAL SECURITIES, INC.591,357$8.8m0.1%
Cambridge Investment Research Advisors, Inc.537,374$8.0m0.0%
WELLS FARGO & COMPANY/MN491,893$7.3m0.0%
AMERIPRISE FINANCIAL INC482,971$7.2m0.0%
UBS Group AG467,155$7.0m0.0%
Steward Partners Investment Advisory, LLC437,539$6.5m0.0%
ROYAL BANK OF CANADA436,144$6.5m0.0%
MML INVESTORS SERVICES, LLC434,339$6.5m0.0%
Cetera Investment Advisers407,816$6.1m0.0%
OSAIC HOLDINGS, INC.396,176$5.9m0.0%
SIMS INVESTMENT MANAGEMENT, LLC386,085$5.7m1.8%
Kingstone Capital Partners Texas, LLC314,746$4.7m2.5%
ENVESTNET ASSET MANAGEMENT INC309,082$4.6m0.0%
FRANKLIN RESOURCES INC301,867$4.5m0.0%
Advisors Asset Management, Inc.288,807$4.3m0.1%
COMMONWEALTH EQUITY SERVICES, LLC263,007$3.9m0.0%
Focus Partners Wealth259,687$3.9m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("ETV"). ETV price history · All 13F data

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