Eaton Vance T/M Buy-WRTETB
13F holders, Q1 2026 (March 31)92holders +4
14new positions
9sold out
$14.42avg. 13F price*
At the end of Q1 2026, 92 institutions reported holding Eaton Vance T/M Buy-WRT Inc. (ETB) in their 13F filings, up 4 from Q4 2025. 14 opened new positions and 9 sold out. The largest holders were Guggenheim Capital LLC ($9.8M), Morgan Stanley ($7.3M) and Shaker Financial Services, LLC ($6.8M).
- Company
- Eaton Vance T/M Buy-WRT Inc.
- CUSIP
- 27828X100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $3.5M |
| Exits | 9 | $1.2M |
All 13F filers, Q4 2025 → Q1 2026: 522,534 shares bought and 175,509 shares sold, net +347,025 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 92 holders
| Guggenheim Capital LLC | 0.08% | Add +20.5% | 680,729 | $9.8M |
| Morgan Stanley | 0.00% | Reduce -3.9% | 506,381 | $7.3M |
| Shaker Financial Services, LLC | 2.36% | Reduce -5.2% | 468,608 | $6.8M |
| Bank of America Corp. | 0.00% | Add +4.1% | 456,583 | $6.6M |
| Invesco Ltd. | 0.00% | Add +1.3% | 395,920 | $5.7M |
| UBS Group AG | 0.00% | Add +2.8% | 376,208 | $5.4M |
| LPL Financial LLC | 0.00% | Add +4.9% | 334,080 | $4.8M |
| Cetera Investment Advisers | 0.00% | Add +2.5% | 302,650 | $4.4M |
| 1607 Capital Partners, LLC | 0.31% | Add +0.2% | 297,953 | $4.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.9% | 208,188 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.8% | 206,350 | $3.0M |
| Wells Fargo & Company | 0.00% | Reduce -2.5% | 200,944 | $2.9M |
| Osaic Holdings, Inc. | 0.00% | Add +14.4% | 150,552 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.1% | 126,525 | $1.8M |
| Destiny Wealth Partners, LLC | 0.19% | New | 119,355 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.4% | 116,091 | $1.7M |
| Sims Investment Management, LLC | 0.53% | No change | 100,475 | $1.4M |
| Wolverine Asset Management LLC | 0.07% | Add +204.4% | 94,372 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Reduce -1.6% | 79,864 | $1.2M |
| PMG Family Office LLC | 1.23% | Add +2.3% | 76,140 | $1.1M |
| Meridian Wealth Management, LLC | 0.04% | Add +4.0% | 74,893 | $1.1M |
| Cohen & Steers, Inc. | 0.00% | No change | 70,963 | $1.0M |
| Royal Bank of Canada | 0.00% | Reduce -8.9% | 61,807 | $891K |
| Quartz Partners, LLC | 0.29% | Add +5.7% | 52,078 | $751K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.3% | 50,699 | $731K |
| CFO4Life Group, LLC | 0.10% | Reduce -3.6% | 46,237 | $667K |
| Two Sigma Investments, LP | 0.00% | No change | 41,133 | $593K |
| WCG Wealth Advisors LLC | 0.01% | No change | 37,177 | $536K |
| D.A. Davidson & Co. | 0.00% | Add +10.6% | 34,228 | $494K |
| Keystone Financial Group | 0.03% | No change | 28,150 | $406K |
| MML Investors Services, LLC | 0.00% | Reduce -10.0% | 28,039 | $404K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 26,701 | $385K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -4.4% | 25,269 | $364K |
| Tyche Wealth Partners LLC | 0.05% | Add +0.1% | 24,634 | $355K |
| Somerset Trust Co | 0.10% | No change | 23,446 | $338K |
| HighPoint Advisor Group LLC | 0.01% | Add +0.2% | 23,025 | $332K |
| Creative Planning | 0.00% | Add +2.7% | 20,121 | $290K |
| Fortitude Advisory Group L.L.C. | 0.12% | No change | 19,241 | $277K |
| Allworth Financial LP | 0.00% | Add +0.4% | 18,596 | $268K |
| Stifel Financial Corp. | 0.00% | Add +26.8% | 17,470 | $252K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 16,631 | $240K |
| Integrated Wealth Concepts LLC | 0.00% | New | 16,445 | $237K |
| Mgo One Seven LLC | 0.00% | No change | 15,345 | $221K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.1% | 15,325 | $221K |
| Cerity Partners LLC | 0.00% | No change | 15,201 | $219K |
| Fifth Third Bancorp | 0.00% | New | 14,866 | $214K |
| Integrated Capital Management, Inc. | 0.14% | Reduce -15.6% | 14,739 | $213K |
| Jacobi Capital Management LLC | 0.01% | Add +1.7% | 14,327 | $207K |
| Stonebridge Capital Advisors LLC | 0.01% | No change | 14,000 | $202K |
| Jane Street Group, LLC | 0.00% | New | 13,757 | $198K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -1.5% | 13,524 | $195K |
| AssuredPartners Investment Advisors, LLC | 0.02% | New | 13,150 | $193K |
| HighTower Advisors, LLC | 0.00% | No change | 12,821 | $185K |
| Essex Financial Services, Inc. | 0.01% | No change | 12,650 | $182K |
| Burford Brothers, Inc. | 0.07% | No change | 12,500 | $180K |
| King Wealth Management Group | 0.02% | Add +0.2% | 12,177 | $176K |
| XTX Topco Ltd | 0.00% | New | 12,142 | $175K |
| Waverly Advisors, LLC | 0.00% | New | 11,910 | $172K |
| Founders Financial Alliance, LLC | 0.03% | New | 11,683 | $168K |
| Intrua Financial, LLC | 0.02% | Add +0.8% | 11,534 | $166K |
| Parallel Advisors, LLC | 0.00% | Add +1.5% | 11,377 | $164K |
| Sage Rhino Capital LLC | 0.03% | Reduce -46.0% | 10,000 | $144K |
| CoreCap Advisors, LLC | 0.00% | No change | 8,000 | $115K |
| VSM Wealth Advisory, LLC | 0.03% | New | 7,764 | $112K |
| Gould Capital, LLC | 0.07% | Add +0.4% | 7,518 | $108K |
| Hollencrest Capital Management | 0.00% | No change | 7,444 | $107K |
| IFP Advisors, Inc | 0.00% | Add +2.6% | 5,128 | $74K |
| MAI Capital Management | 0.00% | No change | 3,400 | $49K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -31.3% | 3,210 | $47K |
| Princeton Global Asset Management LLC | 0.01% | No change | 2,813 | $41K |
| Harbour Investments, Inc. | 0.00% | No change | 2,513 | $36K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.8% | 2,503 | $36K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -31.6% | 2,206 | $32K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,118 | $31K |
| NewEdge Advisors, LLC | 0.00% | Reduce -89.5% | 1,596 | $23K |
| Arlington Trust Co LLC | 0.00% | No change | 1,239 | $18K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 954 | $14K |
| Cwm, LLC | 0.00% | No change | 885 | $13K |
| Arax Advisory Partners | 0.00% | No change | 875 | $13K |
| Kilter Group LLC | 0.01% | Add +1.4% | 863 | $12K |
| JPMorgan Chase & Co. | 0.00% | Add +9.3% | 878 | $12K |
| National Bank of Canada | 0.00% | No change | 800 | $11K |
| Hantz Financial Services, Inc. | 0.00% | New | 750 | $11K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.6% | 650 | $9K |
| Private Trust Co. NA | 0.00% | No change | 619 | $9K |
| Axiom Investment Management LLC | 0.01% | — | 599 | $9K |
| Advisory Services Network, LLC | 0.00% | New | 500 | $7K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 500 | $7K |
| Spire Wealth Management | 0.00% | No change | 330 | $5K |
| Abound Wealth Management | 0.00% | New | 289 | $4K |
| HHM Wealth Advisors, LLC | 0.00% | Add +0.9% | 227 | $3K |
| Highline Wealth Partners LLC | 0.00% | New | 200 | $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.