Eaton Vance T/M Buy-WRTETB
13F holders, Q2 2026 (June 30)96holders +4
9new positions
6sold out
1famous investor
$15.54avg. 13F price*
At the end of Q2 2026, 96 institutions reported holding Eaton Vance T/M Buy-WRT Inc. (ETB) in their 13F filings, up 4 from Q1 2026. 9 opened new positions and 6 sold out. The largest holders were Guggenheim Capital LLC ($12.8M), Morgan Stanley ($8.0M) and Bank of America Corp. ($7.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Eaton Vance T/M Buy-WRT Inc.
- CUSIP
- 27828X100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.1M |
| Exits | 6 | $2.0M |
All 13F filers, Q1 2026 → Q2 2026: 420,201 shares bought and 314,828 shares sold, net +105,373 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| Guggenheim Capital LLC | 0.08% | Add +21.2% | 825,240 | $12.8M |
| Morgan Stanley | 0.00% | Add +1.8% | 515,687 | $8.0M |
| Bank of America Corp. | 0.00% | Add +3.9% | 474,400 | $7.4M |
| Invesco Ltd. | 0.00% | Add +12.0% | 443,529 | $6.9M |
| Shaker Financial Services, LLC | 2.13% | Reduce -6.6% | 437,829 | $6.8M |
| UBS Group AG | 0.00% | Add +1.5% | 382,004 | $5.9M |
| LPL Financial LLC | 0.00% | Add +4.7% | 349,617 | $5.4M |
| 1607 Capital Partners, LLC | 0.40% | No change | 297,953 | $4.6M |
| Cetera Investment Advisers | 0.00% | Reduce -1.9% | 296,868 | $4.6M |
| Wells Fargo & Company | 0.00% | Add +21.3% | 243,820 | $3.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.2% | 207,858 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Add +0.6% | 207,499 | $3.2M |
| Osaic Holdings, Inc. | 0.00% | Add +4.2% | 156,939 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.3% | 126,134 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.7% | 114,074 | $1.8M |
| Sims Investment Management, LLC | 0.48% | No change | 100,475 | $1.6M |
| Meridian Wealth Management, LLC | 0.04% | Add +5.8% | 79,209 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Reduce -1.8% | 78,410 | $1.2M |
| PMG Family Office LLC | 1.11% | Add +2.1% | 77,741 | $1.2M |
| Cohen & Steers, Inc. | 0.00% | No change | 70,963 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +3.2% | 63,800 | $991K |
| Quartz Partners, LLC | 0.28% | Add +6.0% | 55,205 | $858K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.2% | 52,807 | $821K |
| CFO4Life Group, LLC | 0.10% | Add +1.8% | 47,086 | $732K |
| WCG Wealth Advisors LLC | 0.01% | No change | 37,177 | $578K |
| D.A. Davidson & Co. | 0.00% | No change | 34,228 | $532K |
| MML Investors Services, LLC | 0.00% | Add +13.8% | 31,907 | $496K |
| Ameritas Advisory Services, LLC | 0.01% | Add +24.8% | 31,534 | $490K |
| Keystone Financial Group | 0.03% | No change | 28,150 | $437K |
| Two Sigma Investments, LP | 0.00% | Reduce -34.0% | 27,136 | $422K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.2% | 26,636 | $414K |
| Tyche Wealth Partners LLC | 0.05% | Add +0.1% | 24,650 | $383K |
| Citadel Advisors | 0.00% | New | 24,628 | $383K |
| Somerset Trust Co | 0.10% | No change | 23,446 | $364K |
| HighPoint Advisor Group LLC | 0.01% | Add +0.1% | 23,037 | $358K |
| Stifel Financial Corp. | 0.00% | Add +21.2% | 21,174 | $329K |
| VSM Wealth Advisory, LLC | 0.08% | Add +163.4% | 20,451 | $318K |
| Fortitude Advisory Group L.L.C. | 0.11% | No change | 19,241 | $299K |
| HRT Financial LP | 0.00% | New | 18,839 | $292K |
| Creative Planning | 0.00% | Reduce -9.6% | 18,188 | $283K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.2% | 16,127 | $251K |
| Stonebridge Financial Group, LLC | 0.03% | — | 15,960 | $248K |
| Mgo One Seven LLC | 0.00% | No change | 15,345 | $238K |
| Cerity Partners LLC | 0.00% | No change | 15,201 | $236K |
| NewEdge Advisors, LLC | 0.00% | Add +833.3% | 14,896 | $231K |
| Fifth Third Bancorp | 0.00% | No change | 14,866 | $231K |
| Summit Financial, LLC | 0.00% | New | 14,825 | $230K |
| Jacobi Capital Management LLC | 0.01% | Add +1.7% | 14,566 | $226K |
| Stonebridge Capital Advisors LLC | 0.01% | No change | 14,000 | $218K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 13,524 | $210K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -20.9% | 13,159 | $204K |
| Integrated Capital Management, Inc. | 0.14% | Reduce -10.8% | 13,151 | $204K |
| AssuredPartners Investment Advisors, LLC | 0.02% | No change | 13,150 | $204K |
| Global Retirement Partners, LLC | 0.00% | — | 12,866 | $200K |
| XTX Topco Ltd | 0.00% | Add +5.6% | 12,824 | $199K |
| HighTower Advisors, LLC | 0.00% | No change | 12,821 | $199K |
| Essex Financial Services, Inc. | 0.01% | No change | 12,650 | $197K |
| Burford Brothers, Inc. | 0.07% | No change | 12,500 | $194K |
| King Wealth Management Group | 0.02% | Reduce -1.6% | 11,981 | $186K |
| Waverly Advisors, LLC | 0.00% | No change | 11,910 | $185K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.4% | 11,727 | $182K |
| Intrua Financial, LLC | 0.02% | Add +0.8% | 11,626 | $181K |
| Parallel Advisors, LLC | 0.00% | Add +1.4% | 11,542 | $179K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -34.7% | 10,732 | $167K |
| Sage Rhino Capital LLC | 0.03% | No change | 10,000 | $155K |
| Gould Capital, LLC | 0.08% | Add +21.0% | 9,095 | $141K |
| CoreCap Advisors, LLC | 0.00% | No change | 8,000 | $124K |
| Hollencrest Capital Management | 0.01% | No change | 7,444 | $116K |
| Allworth Financial LP | 0.00% | Reduce -67.8% | 5,981 | $93K |
| IFP Advisors, Inc | 0.00% | Add +0.7% | 5,162 | $80K |
| Rockefeller Capital Management L.P. | 0.00% | Add +58.8% | 3,974 | $62K |
| Creative Capital Management Investments LLC | 0.01% | New | 3,556 | $55K |
| Horizon Financial Services, LLC | 0.02% | New | 3,100 | $48K |
| Princeton Global Asset Management LLC | 0.01% | Reduce -3.7% | 2,710 | $42K |
| Harbour Investments, Inc. | 0.00% | No change | 2,513 | $39K |
| JPMorgan Chase & Co. | 0.00% | Add +173.3% | 2,400 | $37K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -31.1% | 2,210 | $34K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,118 | $33K |
| Arax Advisory Partners | 0.00% | Add +100.0% | 1,750 | $27K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -28.7% | 1,572 | $24K |
| Arlington Trust Co LLC | 0.00% | No change | 1,239 | $19K |
| Cape Investment Advisory, Inc. | 0.00% | New | 1,054 | $16K |
| Quent Capital, LLC | 0.00% | New | 1,000 | $16K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 954 | $15K |
| National Bank of Canada | 0.00% | No change | 800 | $12K |
| Hantz Financial Services, Inc. | 0.00% | No change | 750 | $12K |
| Axiom Investment Management LLC | 0.01% | Add +18.0% | 707 | $11K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.5% | 660 | $10K |
| Private Trust Co. NA | 0.00% | No change | 619 | $10K |
| Continuum Advisory, LLC | 0.00% | New | 540 | $8K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 500 | $8K |
| HHM Wealth Advisors, LLC | 0.00% | Add +1.8% | 231 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 200 | $3K |
| SHP Wealth Management | 0.00% | New | 200 | $3K |
| Wolverine Asset Management LLC | 0.00% | Reduce -99.9% | 106 | $2K |
| Kilter Group LLC | 0.00% | Reduce -99.9% | 1 | $15 |
"% of holder's portfolio" is ETB's weight in each manager's 13F, not the share of Eaton Vance T/M Buy-WRT Inc. the manager owns.