Eaton Vance T/M Buy-WRTETB
13F holders, Q2 2025 (June 30)88holders −4
9new positions
12sold out
$14.44avg. 13F price*
At the end of Q2 2025, 88 institutions reported holding Eaton Vance T/M Buy-WRT Inc. (ETB) in their 13F filings, down 4 from Q1 2025. 9 opened new positions and 12 sold out. The largest holders were Shaker Financial Services, LLC ($7.8M), Morgan Stanley ($7.2M) and Guggenheim Capital LLC ($6.9M).
- 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.6M |
| Exits | 12 | $2.6M |
All 13F filers, Q1 2025 → Q2 2025: 449,762 shares bought and 626,538 shares sold, net −176,776 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Shaker Financial Services, LLC | 2.82% | Reduce -2.8% | 538,006 | $7.8M |
| Morgan Stanley | 0.00% | Add +3.9% | 501,581 | $7.2M |
| Guggenheim Capital LLC | 0.06% | Reduce -7.8% | 480,293 | $6.9M |
| Bank of America Corp. | 0.00% | Add +45.8% | 464,271 | $6.7M |
| Invesco Ltd. | 0.00% | Add +4.3% | 393,744 | $5.7M |
| UBS Group AG | 0.00% | Add +1.0% | 361,921 | $5.2M |
| 1607 Capital Partners, LLC | 0.35% | Reduce -3.3% | 301,388 | $4.4M |
| Cetera Investment Advisers | 0.01% | Add +1.7% | 292,396 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Add +8.3% | 282,975 | $4.1M |
| Wells Fargo & Company | 0.00% | Reduce -0.9% | 224,472 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.1% | 204,986 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 166,698 | $2.4M |
| Cohen & Steers, Inc. | 0.00% | No change | 154,963 | $2.2M |
| LPL Financial LLC | 0.00% | Add +44.2% | 136,890 | $2.0M |
| Advisors Asset Management, Inc. | 0.03% | Reduce -35.5% | 131,652 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.8% | 124,403 | $1.8M |
| Sims Investment Management, LLC | 0.58% | Reduce -0.1% | 100,600 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Add +39.9% | 92,127 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -0.7% | 90,486 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Reduce -2.6% | 78,949 | $1.1M |
| Meridian Wealth Management, LLC | 0.04% | Add +11.1% | 63,635 | $919K |
| CFO4Life Group, LLC | 0.14% | Add +2.1% | 60,570 | $875K |
| Wolverine Asset Management LLC | 0.05% | Reduce -76.2% | 47,920 | $692K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.6% | 47,797 | $690K |
| Quartz Partners, LLC | 0.31% | Add +6.7% | 46,967 | $678K |
| Cornerstone Advisors, LLC | 0.02% | Add +1.6% | 46,951 | $678K |
| Two Sigma Investments, LP | 0.00% | New | 40,366 | $583K |
| WCG Wealth Advisors LLC | 0.04% | Add +64.5% | 37,769 | $545K |
| D.A. Davidson & Co. | 0.00% | No change | 30,946 | $447K |
| Tyche Wealth Partners LLC | 0.08% | Add +0.1% | 29,011 | $419K |
| MML Investors Services, LLC | 0.00% | Add +1.7% | 28,402 | $410K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -28.9% | 26,577 | $384K |
| Somerset Trust Co | 0.11% | New | 23,446 | $339K |
| Mgo One Seven LLC | 0.01% | Add +35.8% | 22,745 | $328K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -38.5% | 19,853 | $287K |
| Fortitude Advisory Group L.L.C. | 0.16% | No change | 19,241 | $278K |
| Allworth Financial LP | 0.00% | Add +388.3% | 18,683 | $270K |
| Sage Rhino Capital LLC | 0.06% | Reduce -19.6% | 18,500 | $267K |
| Ashton Thomas Securities, LLC | 0.06% | No change | 17,700 | $256K |
| Creative Planning | 0.00% | Reduce -3.2% | 17,596 | $254K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 16,602 | $240K |
| HighTower Advisors, LLC | 0.00% | Add +15.2% | 15,918 | $230K |
| Comerica Bank | 0.00% | No change | 15,866 | $229K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.2% | 15,234 | $220K |
| NewEdge Advisors, LLC | 0.00% | No change | 15,168 | $219K |
| Integrated Capital Management, Inc. | 0.17% | Add +2.7% | 15,082 | $218K |
| Summit Financial, LLC | 0.00% | New | 14,750 | $213K |
| Jacobi Capital Management LLC | 0.01% | Reduce -9.0% | 14,646 | $211K |
| Graypoint LLC | 0.01% | No change | 14,201 | $205K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +1.2% | 14,099 | $204K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 14,000 | $202K |
| Global Retirement Partners, LLC | 0.00% | — | 13,810 | $199K |
| Truist Financial Corp. | 0.00% | No change | 13,160 | $190K |
| Essex Financial Services, Inc. | 0.01% | No change | 12,650 | $183K |
| Burford Brothers, Inc. | 0.08% | No change | 12,500 | $181K |
| Wealth Advisors of Tampa Bay, LLC | 0.07% | Reduce -10.5% | 12,500 | $181K |
| King Wealth Management Group | 0.02% | Reduce -8.7% | 12,292 | $177K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -89.2% | 11,478 | $166K |
| Intrua Financial, LLC | 0.02% | New | 11,261 | $163K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 10,890 | $158K |
| Parallel Advisors, LLC | 0.00% | Add +1.6% | 10,892 | $157K |
| Claro Advisors Inc. | 0.03% | Reduce -15.1% | 10,604 | $153K |
| CoreCap Advisors, LLC | 0.00% | Add +5.6% | 8,000 | $116K |
| VSM Wealth Advisory, LLC | 0.04% | Add +1.6% | 7,469 | $108K |
| Hollencrest Capital Management | 0.00% | No change | 7,444 | $107K |
| Gould Capital, LLC | 0.07% | Add +16.9% | 7,426 | $107K |
| IFP Advisors, Inc | 0.00% | Add +3696.0% | 4,745 | $69K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -9.6% | 4,727 | $68K |
| MAI Capital Management | 0.00% | No change | 3,400 | $49K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.0% | 3,362 | $49K |
| Princeton Global Asset Management LLC | 0.01% | No change | 2,813 | $41K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.4% | 2,620 | $38K |
| Harbour Investments, Inc. | 0.00% | No change | 2,513 | $36K |
| Farther Finance Advisors, LLC | 0.00% | New | 2,210 | $32K |
| Quarry LP | 0.01% | New | 1,856 | $27K |
| NFSG Corp | 0.00% | New | 1,762 | $25K |
| Kessler Investment Group, LLC | 0.01% | No change | 1,265 | $18K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 1,054 | $15K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 954 | $14K |
| Cwm, LLC | 0.00% | No change | 885 | $13K |
| Arax Advisory Partners | 0.00% | New | 875 | $13K |
| JPMorgan Chase & Co. | 0.00% | No change | 800 | $12K |
| National Bank of Canada | 0.00% | No change | 800 | $12K |
| Private Trust Co. NA | 0.00% | Reduce -86.7% | 619 | $9K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 500 | $7K |
| Spire Wealth Management | 0.00% | No change | 330 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 225 | $3K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 101 | $1K |
"% 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.