ETV — Eaton Vance Tax-Managed Buy- Institutional Holders · Q3 2026
Who owns Eaton Vance Tax-Managed Buy- (ETV)? 10 institutions reported holding $1.61M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Stableford Capital II LLC ($560,336), Integrated Capital Management, Inc. ($347,273), Worth Asset Management, LLC ($256,848).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | STABLEFORD CAPITAL II LLC | $560,336 | 37,556 | Added |
| 2 | INTEGRATED CAPITAL MANAGEMENT, INC. | $347,273 | 23,276 | Trimmed |
| 3 | Worth Asset Management, LLC | $256,848 | 17,215 | Hold |
| 4 | M.E. ALLISON & CO., INC. | $199,437 | 13,367 | Added |
| 5 | RHODES INVESTMENT ADVISORS INC /ADV | $149,200 | 10,000 | Trimmed |
| 6 | Olistico Wealth, LLC | $65,648 | 4,400 | Hold |
| 7 | CoreCap Advisors, LLC | $17,262 | 1,157 | Hold |
| 8 | Farther Finance Advisors, LLC | $11,774 | 789 | Added |
| 9 | ARMSTRONG ADVISORY GROUP, INC | $2,984 | 200 | Hold |
| 10 | GAMMA Investing LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30