Eaton Vance T/M Buy-Writ OppETV
13F holders, Q2 2026 (June 30)192holders +11
22new positions
12sold out
$14.87avg. 13F price*
At the end of Q2 2026, 192 institutions reported holding Eaton Vance T/M Buy-Writ Opp (ETV) in their 13F filings, up 11 from Q1 2026. 22 opened new positions and 12 sold out. The largest holders were LPL Financial LLC ($27.8M), Morgan Stanley ($27.8M) and Guggenheim Capital LLC ($21.7M).
- Company
- Eaton Vance T/M Buy-Writ Opp
- CUSIP
- 27828Y108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $4.9M |
| Exits | 12 | $5.2M |
All 13F filers, Q1 2026 → Q2 2026: 1,297,613 shares bought and 1,086,928 shares sold, net +210,685 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 192 holders
| LPL Financial LLC | 0.01% | Add +8.8% | 1,871,053 | $27.8M |
| Morgan Stanley | 0.00% | Add +3.6% | 1,869,128 | $27.8M |
| Guggenheim Capital LLC | 0.14% | Add +9.1% | 1,457,304 | $21.7M |
| Invesco Ltd. | 0.00% | Reduce -2.3% | 1,445,729 | $21.5M |
| Raymond James Financial Inc. | 0.00% | Add +1.4% | 1,169,365 | $17.4M |
| Paragon Financial Partners, Inc. | 7.67% | Reduce -2.1% | 973,129 | $14.3M |
| Bank of America Corp. | 0.00% | Reduce -6.7% | 671,347 | $10.0M |
| Balanced Wealth Group LLC | 2.90% | Add +1.7% | 617,433 | $9.2M |
| Principal Securities, Inc. | 0.11% | Reduce -4.0% | 591,357 | $8.8M |
| Wells Fargo & Company | 0.00% | Add +12.7% | 491,893 | $7.3M |
| Ameriprise Financial Inc. | 0.00% | Add +6.7% | 482,971 | $7.2M |
| UBS Group AG | 0.00% | Reduce -11.2% | 467,155 | $7.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +3.3% | 437,539 | $6.5M |
| Royal Bank of Canada | 0.00% | Add +1.3% | 436,144 | $6.5M |
| MML Investors Services, LLC | 0.01% | Add +8.8% | 434,339 | $6.5M |
| Cetera Investment Advisers | 0.01% | Add +19.9% | 407,816 | $6.1M |
| Osaic Holdings, Inc. | 0.01% | Add +9.3% | 396,176 | $5.9M |
| Sims Investment Management, LLC | 1.78% | Reduce -0.5% | 386,085 | $5.7M |
| Kingstone Capital Partners Texas, LLC | 2.49% | Add +2.4% | 314,746 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -33.9% | 309,082 | $4.6M |
| Franklin Resources Inc. | 0.00% | Add +1.4% | 301,867 | $4.5M |
| Advisors Asset Management, Inc. | 0.07% | Add +16.5% | 288,807 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.6% | 268,687 | $4.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.5% | 263,007 | $3.9M |
| Focus Partners Wealth | 0.00% | Add +7.3% | 259,687 | $3.9M |
| Sharpepoint LLC | 1.63% | Add +9.1% | 218,139 | $3.2M |
| Thayer Partners, LLC / MA | 1.32% | Add +3.9% | 213,499 | $3.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +1.2% | 198,047 | $2.9M |
| Texas Capital Bank Wealth Management Services Inc | 0.15% | Add +14.9% | 183,717 | $2.7M |
| Advisory Solutions Group, LLC | 0.89% | — | 175,159 | $2.6M |
| Emissary Wealth LLC | 1.98% | Add +3.2% | 174,295 | $2.6M |
| Truist Financial Corp. | 0.00% | Reduce -48.0% | 165,095 | $2.5M |
| Park Avenue Securities LLC | 0.01% | Add +1.9% | 146,965 | $2.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +13.5% | 144,974 | $2.2M |
| Naples Global Advisors, LLC | 0.12% | Add +2.3% | 133,413 | $2.0M |
| Meridian Wealth Management, LLC | 0.06% | Add +32.3% | 127,068 | $1.9M |
| Advisory Advocates, LLC | 1.57% | Add +9.1% | 123,408 | $1.8M |
| Outlook Wealth Advisors, LLC | 0.39% | Add +0.2% | 120,224 | $1.8M |
| Mutual Advisors, LLC | 0.03% | Add +9.3% | 119,705 | $1.8M |
| Ieq Capital, LLC | 0.01% | Reduce -2.0% | 110,696 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Add +27.8% | 107,608 | $1.6M |
| PMG Family Office LLC | 1.43% | Add +1.6% | 104,440 | $1.6M |
| Wedbush Securities Inc. | 0.04% | Reduce -0.7% | 101,844 | $1.5M |
| Obermeyer Wealth Partners | 0.06% | Add +23.8% | 101,069 | $1.5M |
| Cohen & Steers, Inc. | 0.00% | No change | 100,931 | $1.5M |
| Two Sigma Investments, LP | 0.00% | No change | 99,309 | $1.5M |
| Kestra Advisory Services, LLC | 0.00% | Add +35.8% | 95,968 | $1.4M |
| 1607 Capital Partners, LLC | 0.12% | No change | 94,313 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Add +2.0% | 92,695 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -0.5% | 78,280 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Add +5.6% | 66,958 | $996K |
| Prospera Financial Services Inc | 0.01% | Add +9.7% | 66,563 | $991K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.4% | 65,264 | $971K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -2.3% | 64,549 | $960K |
| HighTower Advisors, LLC | 0.00% | Add +0.3% | 59,411 | $884K |
| Focus Financial Network, Inc. | 0.03% | Reduce -3.5% | 54,625 | $813K |
| Sanctuary Advisors, LLC | 0.00% | Add +182.6% | 51,187 | $762K |
| Curi Capital, LLC | 0.01% | Reduce -23.6% | 49,640 | $739K |
| Creative Planning | 0.00% | Reduce -1.3% | 47,322 | $704K |
| Wealth Alliance Advisory Group, LLC | 0.10% | No change | 46,649 | $694K |
| Choate Investment Advisors | 0.01% | New | 45,000 | $670K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -0.6% | 44,997 | $670K |
| SteelPeak Wealth, LLC | 0.02% | Add +1.9% | 42,685 | $635K |
| Spartan Wealth Advisory Services LLC | 0.05% | No change | 41,625 | $619K |
| Commons Capital, LLC | 0.42% | Add +5.9% | 40,582 | $604K |
| IHT Wealth Management, LLC | 0.01% | New | 39,500 | $588K |
| Summit Financial, LLC | 0.01% | Reduce -1.8% | 38,604 | $574K |
| EP Wealth Advisors, LLC | 0.00% | New | 38,473 | $572K |
| Mercer Global Advisors Inc. | 0.00% | Add +22.4% | 38,495 | $572K |
| Kovack Advisors, Inc. | 0.03% | Reduce -11.3% | 37,640 | $562K |
| Wealth Effects LLC | 0.15% | Add +0.2% | 36,685 | $546K |
| Fifth Third Bancorp | 0.00% | Reduce -2.8% | 36,021 | $536K |
| Stableford Capital II LLC | 0.18% | No change | 34,880 | $519K |
| Equitable Holdings, Inc. | 0.00% | Reduce -4.4% | 33,480 | $498K |
| Western Wealth Management, LLC | 0.02% | No change | 33,229 | $494K |
| Essex Financial Services, Inc. | 0.02% | Add +1.8% | 31,476 | $468K |
| &partners | 0.00% | Add +0.6% | 30,706 | $457K |
| American Institute for Advanced Investment Management, LLP | 0.26% | No change | 28,770 | $453K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -32.9% | 29,630 | $441K |
| Lanark Financial, Inc. | 0.03% | No change | 28,820 | $429K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.6% | 28,018 | $419K |
| IFG Advisory, LLC | 0.01% | New | 27,962 | $416K |
| Integrated Capital Management, Inc. | 0.29% | Reduce -10.2% | 27,805 | $414K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.4% | 26,640 | $396K |
| Triumph Capital Management | 0.07% | Add +6.5% | 25,046 | $373K |
| Everstar Asset Management, LLC | 0.18% | No change | 24,960 | $371K |
| McCarter Private Wealth Services LLC | 0.12% | Add +78.5% | 23,852 | $355K |
| Shikiar Asset Management Inc. | 0.10% | No change | 23,075 | $343K |
| XTX Topco Ltd | 0.00% | New | 22,554 | $336K |
| Corient Private Wealth LP | 0.00% | Reduce -21.4% | 21,370 | $318K |
| Fortis Capital Advisors, LLC | 0.03% | Reduce -9.0% | 20,397 | $304K |
| Belpointe Asset Management LLC | 0.01% | Reduce -9.0% | 20,397 | $304K |
| Summit Investment Advisory Services, LLC | 0.07% | Add +2.0% | 18,826 | $280K |
| Westend Capital Management, LLC | 0.06% | No change | 18,773 | $279K |
| D.A. Davidson & Co. | 0.00% | Reduce -10.8% | 18,206 | $271K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +52.6% | 18,137 | $270K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 17,751 | $264K |
| Baird Financial Group, Inc. | 0.00% | No change | 17,681 | $263K |
| Captrust Financial Advisors | 0.00% | New | 17,633 | $262K |
| Silverlake Wealth Management LLC | 0.05% | No change | 17,242 | $257K |
"% of holder's portfolio" is ETV's weight in each manager's 13F, not the share of Eaton Vance T/M Buy-Writ Opp the manager owns.