Who Owns EATON VANCE TAX MNGED BUY WR (ETB)? -- Institutional Holders (2026-06-30)
101 institutions reported holding $101.3M of EATON VANCE TAX MNGED BUY WR (ETB) in SEC 13F filings for 2026-06-30. Largest institutional holders: GUGGENHEIM CAPITAL LLC ($12.8M), MORGAN STANLEY ($8.0M), BANK OF AMERICA CORP /DE/ ($7.4M), Invesco Ltd. ($6.9M), Shaker Financial Services, LLC ($6.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | GUGGENHEIM CAPITAL LLC | $12.8M | 825,240 | Added |
| 2 | MORGAN STANLEY | $8.0M | 515,687 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $7.4M | 474,400 | Added |
| 4 | Invesco Ltd. | $6.9M | 443,529 | Added |
| 5 | Shaker Financial Services, LLC | $6.8M | 437,829 | Trimmed |
| 6 | UBS Group AG | $5.9M | 382,004 | Added |
| 7 | LPL Financial LLC | $5.4M | 349,617 | Added |
| 8 | 1607 Capital Partners, LLC | $4.6M | 297,953 | Hold |
| 9 | Cetera Investment Advisers | $4.6M | 296,868 | Trimmed |
| 10 | WELLS FARGO & COMPANY/MN | $3.8M | 243,820 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 207,858 | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $3.2M | 207,499 | Added |
| 13 | OSAIC HOLDINGS, INC. | $2.4M | 156,939 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $2.0M | 126,134 | Trimmed |
| 15 | AMERIPRISE FINANCIAL INC | $1.8M | 114,074 | Trimmed |
| 16 | SIMS INVESTMENT MANAGEMENT, LLC | $1.6M | 100,475 | Hold |
| 17 | Meridian Wealth Management, LLC | $1.2M | 79,209 | Added |
| 18 | PARK AVENUE SECURITIES LLC | $1.2M | 78,410 | Trimmed |
| 19 | PMG Family Office LLC | $1.2M | 77,741 | Added |
| 20 | COHEN & STEERS, INC. | $1.1M | 70,963 | Hold |
| 21 | Royal Bank of Canada | $991,000 | 63,800 | Added |
| 22 | Quartz Partners, LLC | $857,886 | 55,205 | Added |
| 23 | Janney Montgomery Scott LLC | $821,000 | 52,807 | Added |
| 24 | CFO4Life Group, LLC | $731,718 | 47,086 | Added |
| 25 | WCG Wealth Advisors LLC | $577,731 | 37,177 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30