Eaton Vance T/M Buy-WRTETB
13F holders, Q4 2025 (December 31)88holders +2
10new positions
8sold out
$15.27avg. 13F price*
At the end of Q4 2025, 88 institutions reported holding Eaton Vance T/M Buy-WRT Inc. (ETB) in their 13F filings, up 2 from Q3 2025. 10 opened new positions and 8 sold out. The largest holders were Guggenheim Capital LLC ($8.6M), Morgan Stanley ($8.0M) and Shaker Financial Services, LLC ($7.5M).
- Company
- Eaton Vance T/M Buy-WRT Inc.
- CUSIP
- 27828X100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.1M |
| Exits | 8 | $1.2M |
All 13F filers, Q3 2025 → Q4 2025: 335,607 shares bought and 296,898 shares sold, net +38,709 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Guggenheim Capital LLC | 0.06% | Add +33.9% | 564,785 | $8.6M |
| Morgan Stanley | 0.00% | Add +2.0% | 526,920 | $8.0M |
| Shaker Financial Services, LLC | 2.39% | Add +0.2% | 494,414 | $7.5M |
| Bank of America Corp. | 0.00% | Reduce -4.4% | 438,721 | $6.7M |
| Invesco Ltd. | 0.00% | Reduce -5.4% | 390,929 | $6.0M |
| UBS Group AG | 0.00% | Add +1.7% | 365,852 | $5.6M |
| LPL Financial LLC | 0.00% | Add +9.6% | 318,383 | $4.9M |
| 1607 Capital Partners, LLC | 0.31% | Reduce -1.2% | 297,253 | $4.5M |
| Cetera Investment Advisers | 0.00% | Reduce -0.7% | 295,219 | $4.5M |
| Raymond James Financial Inc. | 0.00% | Add +3.4% | 210,096 | $3.2M |
| Wells Fargo & Company | 0.00% | Reduce -5.8% | 206,084 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.5% | 196,666 | $3.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.3% | 131,546 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.2% | 127,905 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Add +16.0% | 116,608 | $1.8M |
| Sims Investment Management, LLC | 0.54% | Reduce -0.6% | 100,475 | $1.5M |
| Park Avenue Securities LLC | 0.01% | Reduce -1.2% | 81,172 | $1.2M |
| PMG Family Office LLC | 1.31% | Reduce -2.5% | 74,462 | $1.1M |
| Meridian Wealth Management, LLC | 0.04% | Add +6.8% | 72,019 | $1.1M |
| Cohen & Steers, Inc. | 0.00% | Reduce -54.2% | 70,963 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 67,855 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +7.3% | 50,571 | $772K |
| Quartz Partners, LLC | 0.28% | Reduce -4.0% | 49,293 | $753K |
| CFO4Life Group, LLC | 0.10% | Reduce -22.3% | 47,987 | $733K |
| Two Sigma Investments, LP | 0.00% | Reduce -32.7% | 41,133 | $628K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -3.7% | 37,177 | $568K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -38.2% | 32,027 | $489K |
| MML Investors Services, LLC | 0.00% | Add +2.8% | 31,148 | $476K |
| Wolverine Asset Management LLC | 0.03% | Add +5.7% | 31,000 | $473K |
| D.A. Davidson & Co. | 0.00% | No change | 30,946 | $473K |
| Keystone Financial Group | 0.03% | Add +77.6% | 28,150 | $430K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.5% | 26,701 | $408K |
| Ameritas Advisory Services, LLC | 0.02% | Add +6.9% | 26,426 | $404K |
| Tyche Wealth Partners LLC | 0.06% | Reduce -15.2% | 24,617 | $376K |
| Somerset Trust Co | 0.11% | No change | 23,446 | $358K |
| HighPoint Advisor Group LLC | 0.01% | New | 22,989 | $351K |
| Creative Planning | 0.00% | Add +9.8% | 19,596 | $299K |
| Fortitude Advisory Group L.L.C. | 0.12% | No change | 19,241 | $294K |
| Allworth Financial LP | 0.00% | Add +0.4% | 18,524 | $283K |
| Sage Rhino Capital LLC | 0.05% | No change | 18,500 | $282K |
| Integrated Capital Management, Inc. | 0.18% | Add +2.7% | 17,471 | $267K |
| Mgo One Seven LLC | 0.00% | Reduce -8.4% | 15,345 | $234K |
| Cerity Partners LLC | 0.00% | New | 15,201 | $232K |
| NewEdge Advisors, LLC | 0.00% | No change | 15,168 | $232K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.5% | 15,007 | $229K |
| Comerica Bank | 0.00% | Reduce -6.3% | 14,866 | $227K |
| Summit Financial, LLC | 0.00% | Reduce -4.7% | 14,650 | $224K |
| Jacobi Capital Management LLC | 0.01% | Add +1.7% | 14,086 | $215K |
| Stonebridge Capital Advisors LLC | 0.01% | No change | 14,000 | $214K |
| Stifel Financial Corp. | 0.00% | New | 13,783 | $210K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -0.7% | 13,726 | $210K |
| HighTower Advisors, LLC | 0.00% | No change | 12,821 | $196K |
| Essex Financial Services, Inc. | 0.01% | No change | 12,650 | $193K |
| Global Retirement Partners, LLC | 0.00% | Reduce -9.9% | 12,621 | $193K |
| Burford Brothers, Inc. | 0.08% | No change | 12,500 | $191K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.3% | 12,304 | $190K |
| King Wealth Management Group | 0.02% | Add +0.2% | 12,148 | $185K |
| Intrua Financial, LLC | 0.02% | Add +0.8% | 11,441 | $175K |
| Parallel Advisors, LLC | 0.00% | Add +1.4% | 11,212 | $171K |
| Goldman Sachs Group Inc. | 0.00% | New | 10,060 | $154K |
| CoreCap Advisors, LLC | 0.00% | No change | 8,000 | $122K |
| Gould Capital, LLC | 0.07% | Add +0.4% | 7,486 | $114K |
| Hollencrest Capital Management | 0.00% | No change | 7,444 | $114K |
| Kestra Advisory Services, LLC | 0.00% | New | 5,600 | $86K |
| IFP Advisors, Inc | 0.00% | Add +0.6% | 4,999 | $76K |
| Farther Finance Advisors, LLC | 0.00% | No change | 4,674 | $71K |
| MAI Capital Management | 0.00% | No change | 3,400 | $52K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.0% | 3,224 | $49K |
| Princeton Global Asset Management LLC | 0.01% | No change | 2,813 | $43K |
| Harbour Investments, Inc. | 0.00% | No change | 2,513 | $38K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.8% | 2,482 | $38K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -55.2% | 2,118 | $32K |
| Arlington Trust Co LLC | 0.00% | New | 1,239 | $19K |
| Cape Investment Advisory, Inc. | 0.00% | New | 1,054 | $16K |
| US Bancorp \de | 0.00% | New | 1,025 | $16K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 954 | $15K |
| Cwm, LLC | 0.00% | No change | 885 | $14K |
| Arax Advisory Partners | 0.00% | No change | 875 | $13K |
| Kilter Group LLC | 0.01% | Reduce -8.8% | 851 | $13K |
| JPMorgan Chase & Co. | 0.00% | No change | 803 | $12K |
| National Bank of Canada | 0.00% | No change | 800 | $12K |
| Optima Capital LLC | 0.00% | New | 700 | $11K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.6% | 640 | $10K |
| Private Trust Co. NA | 0.00% | No change | 619 | $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 |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 101 | $2K |
"% 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.