Eaton Vance T/M Buy-WRTETB
13F holders, Q3 2025 (September 30)86holders −2
5new positions
7sold out
$15.00avg. 13F price*
At the end of Q3 2025, 86 institutions reported holding Eaton Vance T/M Buy-WRT Inc. (ETB) in their 13F filings, down 2 from Q2 2025. 5 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($7.7M), Shaker Financial Services, LLC ($7.4M) and Bank of America Corp. ($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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $449K |
| Exits | 7 | $710K |
All 13F filers, Q2 2025 → Q3 2025: 289,331 shares bought and 478,846 shares sold, net −189,515 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| Morgan Stanley | 0.00% | Add +2.9% | 516,338 | $7.7M |
| Shaker Financial Services, LLC | 2.54% | Reduce -8.3% | 493,646 | $7.4M |
| Bank of America Corp. | 0.00% | Reduce -1.2% | 458,827 | $6.9M |
| Guggenheim Capital LLC | 0.05% | Reduce -12.2% | 421,784 | $6.3M |
| Invesco Ltd. | 0.00% | Add +5.0% | 413,287 | $6.2M |
| UBS Group AG | 0.00% | Reduce -0.6% | 359,879 | $5.4M |
| 1607 Capital Partners, LLC | 0.34% | Reduce -0.2% | 300,874 | $4.5M |
| Cetera Investment Advisers | 0.01% | Add +1.7% | 297,383 | $4.5M |
| LPL Financial LLC | 0.00% | Add +112.2% | 290,413 | $4.4M |
| Wells Fargo & Company | 0.00% | Reduce -2.6% | 218,689 | $3.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.9% | 203,113 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.0% | 171,730 | $2.6M |
| Cohen & Steers, Inc. | 0.00% | No change | 154,963 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -52.9% | 133,303 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.0% | 128,132 | $1.9M |
| Sims Investment Management, LLC | 0.55% | Add +0.5% | 101,100 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Add +9.2% | 100,555 | $1.5M |
| Park Avenue Securities LLC | 0.01% | Add +4.1% | 82,183 | $1.2M |
| PMG Family Office LLC | 1.28% | — | 76,386 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -24.8% | 68,032 | $1.0M |
| Meridian Wealth Management, LLC | 0.04% | Add +6.0% | 67,455 | $1.0M |
| CFO4Life Group, LLC | 0.13% | Add +2.0% | 61,769 | $927K |
| Two Sigma Investments, LP | 0.00% | Add +51.5% | 61,133 | $917K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -60.6% | 51,815 | $777K |
| Quartz Partners, LLC | 0.28% | Add +9.4% | 51,376 | $771K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.4% | 47,136 | $707K |
| WCG Wealth Advisors LLC | 0.04% | Add +2.2% | 38,596 | $579K |
| D.A. Davidson & Co. | 0.00% | No change | 30,946 | $464K |
| MML Investors Services, LLC | 0.00% | Add +6.7% | 30,292 | $454K |
| Wolverine Asset Management LLC | 0.03% | Reduce -38.8% | 29,326 | $440K |
| Tyche Wealth Partners LLC | 0.08% | Add +0.1% | 29,027 | $435K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.0% | 26,572 | $399K |
| Ameritas Advisory Services, LLC | 0.02% | Add +24.5% | 24,713 | $371K |
| Somerset Trust Co | 0.11% | No change | 23,446 | $352K |
| Cornerstone Advisors, LLC | 0.01% | Reduce -54.0% | 21,584 | $324K |
| Fortitude Advisory Group L.L.C. | 0.16% | No change | 19,241 | $289K |
| Sage Rhino Capital LLC | 0.05% | No change | 18,500 | $278K |
| Allworth Financial LP | 0.00% | Reduce -1.2% | 18,456 | $277K |
| Creative Planning | 0.00% | Add +1.4% | 17,846 | $268K |
| Integrated Capital Management, Inc. | 0.18% | Add +12.8% | 17,009 | $255K |
| Mgo One Seven LLC | 0.01% | Reduce -26.4% | 16,745 | $251K |
| Comerica Bank | 0.00% | No change | 15,866 | $238K |
| Keystone Financial Group | 0.02% | New | 15,850 | $238K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.0% | 15,390 | $231K |
| Summit Financial, LLC | 0.00% | Add +4.2% | 15,375 | $231K |
| NewEdge Advisors, LLC | 0.00% | No change | 15,168 | $228K |
| Global Retirement Partners, LLC | 0.00% | Add +1.4% | 14,003 | $210K |
| Stonebridge Capital Advisors LLC | 0.01% | No change | 14,000 | $210K |
| Jacobi Capital Management LLC | 0.01% | Reduce -5.4% | 13,855 | $208K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -1.9% | 13,827 | $207K |
| Truist Financial Corp. | 0.00% | No change | 13,160 | $197K |
| HighTower Advisors, LLC | 0.00% | Reduce -19.5% | 12,821 | $192K |
| Essex Financial Services, Inc. | 0.01% | No change | 12,650 | $190K |
| Burford Brothers, Inc. | 0.08% | No change | 12,500 | $188K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +12.6% | 12,265 | $185K |
| King Wealth Management Group | 0.02% | Reduce -1.4% | 12,120 | $182K |
| Integrated Wealth Concepts LLC | 0.00% | Add +2.5% | 11,771 | $177K |
| Intrua Financial, LLC | 0.02% | Add +0.8% | 11,352 | $170K |
| Parallel Advisors, LLC | 0.00% | Add +1.5% | 11,053 | $166K |
| Wealth Advisors of Tampa Bay, LLC | 0.05% | Reduce -16.0% | 10,500 | $158K |
| Modern Wealth Management, LLC | 0.00% | New | 10,076 | $151K |
| CoreCap Advisors, LLC | 0.00% | No change | 8,000 | $120K |
| VSM Wealth Advisory, LLC | 0.04% | Add +0.9% | 7,537 | $113K |
| Gould Capital, LLC | 0.07% | Add +0.4% | 7,456 | $112K |
| Hollencrest Capital Management | 0.00% | No change | 7,444 | $112K |
| IFP Advisors, Inc | 0.00% | Add +4.7% | 4,967 | $75K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4,727 | $71K |
| Farther Finance Advisors, LLC | 0.00% | Add +111.5% | 4,674 | $70K |
| MAI Capital Management | 0.00% | No change | 3,400 | $51K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.9% | 3,393 | $51K |
| Princeton Global Asset Management LLC | 0.01% | No change | 2,813 | $42K |
| Harbour Investments, Inc. | 0.00% | No change | 2,513 | $38K |
| Rockefeller Capital Management L.P. | 0.00% | New | 2,462 | $37K |
| NFSG Corp | 0.00% | No change | 1,762 | $26K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 954 | $14K |
| Kilter Group LLC | 0.01% | New | 933 | $14K |
| Arax Advisory Partners | 0.00% | No change | 875 | $13K |
| Cwm, LLC | 0.00% | No change | 885 | $13K |
| JPMorgan Chase & Co. | 0.00% | Add +0.4% | 803 | $12K |
| National Bank of Canada | 0.00% | No change | 800 | $12K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -76.0% | 630 | $9K |
| Private Trust Co. NA | 0.00% | No change | 619 | $9K |
| Advisory Services Network, LLC | 0.00% | New | 600 | $9K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 500 | $8K |
| Spire Wealth Management | 0.00% | No change | 330 | $5K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 225 | $3K |
"% 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.