Eaton Vance T/M Buy-Writ OppETV
13F holders, Q3 2025 (September 30)184holders −1
14new positions
13sold out
1famous investor
$14.24avg. 13F price*
At the end of Q3 2025, 184 institutions reported holding Eaton Vance T/M Buy-Writ Opp (ETV) in their 13F filings, down 1 from Q2 2025. 14 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($25.9M), LPL Financial LLC ($25.4M) and Invesco Ltd. ($22.4M). One famous investor held it Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Eaton Vance T/M Buy-Writ Opp
- CUSIP
- 27828Y108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $4.8M |
| Exits | 13 | $2.8M |
All 13F filers, Q2 2025 → Q3 2025: 1,480,406 shares bought and 606,699 shares sold, net +873,707 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 184 holders
| Morgan Stanley | 0.00% | Add +4.0% | 1,820,703 | $25.9M |
| LPL Financial LLC | 0.01% | Add +2.6% | 1,782,262 | $25.4M |
| Invesco Ltd. | 0.00% | Add +3.3% | 1,568,517 | $22.4M |
| Guggenheim Capital LLC | 0.13% | Reduce -6.4% | 1,206,910 | $17.2M |
| Raymond James Financial Inc. | 0.00% | Add +3.6% | 1,020,627 | $14.5M |
| Paragon Financial Partners, Inc. | 8.43% | Add +1.4% | 936,606 | $13.3M |
| Bank of America Corp. | 0.00% | Add +3.0% | 797,142 | $11.4M |
| Principal Securities, Inc. | 0.15% | Add +3.7% | 652,755 | $9.3M |
| Balanced Wealth Group LLC | 3.37% | Reduce -0.5% | 555,976 | $7.7M |
| UBS Group AG | 0.00% | Reduce -12.8% | 491,757 | $7.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -2.6% | 492,038 | $6.9M |
| MML Investors Services, LLC | 0.02% | Add +5.4% | 466,568 | $6.6M |
| Royal Bank of Canada | 0.00% | Add +9.9% | 444,706 | $6.3M |
| Wells Fargo & Company | 0.00% | Add +1.3% | 433,839 | $6.2M |
| Sims Investment Management, LLC | 2.03% | Add +0.4% | 394,221 | $5.6M |
| Ameriprise Financial Inc. | 0.00% | Add +9.4% | 390,576 | $5.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +17.7% | 326,368 | $4.7M |
| Shaker Financial Services, LLC | 1.58% | Add +58.9% | 322,604 | $4.6M |
| Cornerstone Advisors, LLC | 0.15% | Add +91.7% | 316,595 | $4.5M |
| Truist Financial Corp. | 0.01% | Add +6.6% | 302,699 | $4.3M |
| Franklin Resources Inc. | 0.00% | Add +1.4% | 289,776 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.8% | 288,286 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -13.2% | 269,702 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.8% | 252,149 | $3.6M |
| Kingstone Capital Partners Texas, LLC | 2.05% | Add +1.1% | 248,268 | $3.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +39.5% | 186,014 | $2.7M |
| Sharpepoint LLC | 2.14% | Add +5.0% | 166,314 | $2.4M |
| Advisors Asset Management, Inc. | 0.04% | Add +88.1% | 158,472 | $2.3M |
| Cohen & Steers, Inc. | 0.00% | No change | 156,931 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -5.5% | 150,093 | $2.1M |
| Karpus Management, Inc. | 0.07% | Reduce -15.1% | 149,526 | $2.1M |
| Naples Global Advisors, LLC | 0.16% | Reduce -7.6% | 148,513 | $2.1M |
| Prevail Innovative Wealth Advisors, LLC | 0.40% | Add +25.7% | 143,545 | $2.0M |
| Texas Capital Bank Wealth Management Services Inc | 0.16% | Add +22.4% | 134,630 | $1.9M |
| Ieq Capital, LLC | 0.01% | Reduce -0.1% | 131,202 | $1.9M |
| Outlook Wealth Advisors, LLC | 0.44% | Reduce -9.3% | 123,973 | $1.8M |
| Wolverine Asset Management LLC | 0.12% | Add +21595.3% | 123,880 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Reduce -20.9% | 122,438 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +22.6% | 114,777 | $1.6M |
| Wedbush Securities Inc. | 0.05% | Add +0.1% | 113,123 | $1.6M |
| Mutual Advisors, LLC | 0.03% | Reduce -3.3% | 108,308 | $1.5M |
| PMG Family Office LLC | 1.67% | — | 104,865 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.5% | 96,298 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Add +2.1% | 87,146 | $1.2M |
| 1607 Capital Partners, LLC | 0.09% | New | 83,593 | $1.2M |
| Meridian Wealth Management, LLC | 0.05% | Add +5.5% | 82,784 | $1.2M |
| Obermeyer Wealth Partners | 0.05% | Reduce -0.3% | 80,055 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -7.0% | 75,552 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.9% | 71,348 | $1.0M |
| Curi Capital, LLC | 0.02% | Add +4.3% | 70,134 | $999K |
| Mercer Global Advisors Inc. | 0.00% | Add +106.7% | 67,095 | $956K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -6.8% | 67,023 | $955K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.0% | 65,442 | $933K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.6% | 61,874 | $882K |
| Arkadios Wealth Advisors | 0.02% | No change | 58,766 | $837K |
| HighTower Advisors, LLC | 0.00% | Add +0.3% | 57,917 | $825K |
| Two Sigma Investments, LP | 0.00% | New | 57,851 | $824K |
| Focus Financial Network, Inc. | 0.03% | Reduce -0.4% | 54,857 | $782K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -3.2% | 54,439 | $776K |
| Creative Planning | 0.00% | Add +9.9% | 47,721 | $680K |
| Readystate Asset Management LP | 0.07% | New | 47,216 | $673K |
| Wealth Alliance Advisory Group, LLC | 0.12% | No change | 46,649 | $665K |
| Balyasny Asset Management L.P. | 0.00% | Add +36.2% | 46,006 | $656K |
| WCG Wealth Advisors LLC | 0.04% | Add +2.0% | 45,360 | $646K |
| Summit Financial, LLC | 0.01% | No change | 41,928 | $597K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -1.2% | 41,616 | $593K |
| Stableford Capital II LLC | 0.20% | Reduce -1.9% | 38,355 | $547K |
| Equitable Holdings, Inc. | 0.00% | Reduce -3.9% | 36,537 | $521K |
| Wealth Effects LLC | 0.17% | Reduce -1.8% | 36,534 | $521K |
| Portfolio Strategies, Inc. | 0.06% | New | 35,368 | $504K |
| GPS Wealth Strategies Group, LLC | 0.05% | No change | 33,229 | $474K |
| GAMCO Investors | 0.00% | No change | 32,815 | $468K |
| Jane Street Group, LLC | 0.00% | New | 32,524 | $463K |
| &partners | 0.00% | Reduce -3.0% | 30,998 | $442K |
| Avory & Company, LLC | 0.26% | No change | 30,308 | $432K |
| Essex Financial Services, Inc. | 0.03% | Add +1.8% | 29,851 | $425K |
| Lanark Financial, Inc. | 0.03% | No change | 29,520 | $421K |
| IFG Advisory, LLC | 0.02% | No change | 27,962 | $398K |
| Everstar Asset Management, LLC | 0.21% | No change | 25,960 | $370K |
| HBK Sorce Advisory LLC | 0.01% | No change | 26,047 | $369K |
| Focus Partners Wealth | 0.00% | Reduce -1.8% | 25,623 | $365K |
| American Institute for Advanced Investment Management, LLP | 0.23% | No change | 22,670 | $347K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -0.2% | 24,239 | $345K |
| McCarter Private Wealth Services LLC | 0.18% | No change | 24,025 | $342K |
| Mgo One Seven LLC | 0.01% | Add +37.3% | 23,932 | $341K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -27.2% | 23,790 | $339K |
| Commons Capital, LLC | 0.23% | Add +15.4% | 23,548 | $336K |
| Fortis Capital Advisors, LLC | 0.05% | Add +9.9% | 23,140 | $330K |
| Belpointe Asset Management LLC | 0.01% | Add +9.9% | 23,140 | $330K |
| Shikiar Asset Management Inc. | 0.09% | New | 23,075 | $329K |
| Texas Capital Bancshares Inc | 0.13% | New | 22,777 | $325K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.3% | 20,022 | $285K |
| Susquehanna International Group, LLP | 0.00% | Add +11.4% | 19,774 | $282K |
| Triumph Capital Management | 0.08% | Reduce -16.2% | 19,575 | $279K |
| Westend Capital Management, LLC | 0.08% | Add +5.7% | 18,867 | $269K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.2% | 18,260 | $261K |
| Corient Private Wealth LP | 0.00% | No change | 18,175 | $259K |
| Prospera Financial Services Inc | 0.00% | Reduce -4.6% | 17,860 | $255K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 17,751 | $253K |
| Summit Investment Advisory Services, LLC | 0.10% | Add +2.1% | 17,702 | $252K |
"% 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.