Eaton Vance T/M Buy-Writ OppETV

13F holders, Q4 2025 (December 31)
183holders −1
14new positions
21sold out
1famous investor
$14.35avg. 13F price*

At the end of Q4 2025, 183 institutions reported holding Eaton Vance T/M Buy-Writ Opp (ETV) in their 13F filings, down 1 from Q3 2025. 14 opened new positions and 21 sold out. The largest holders were Morgan Stanley ($26.0M), LPL Financial LLC ($25.8M) and Invesco Ltd. ($21.7M). 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

050100150200 Q1 2024: 151Q1 2024Q2 2024: 156Q2 2024Q3 2024: 165Q3 2024Q4 2024: 177Q4 2024Q1 2025: 177Q1 2025Q2 2025: 185Q2 2025Q3 2025: 184Q3 2025Q4 2025: 183Q4 2025Q1 2026: 181Q1 2026Q2 2026: 192Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions14$3.2M
Exits21$5.6M

All 13F filers, Q3 2025 → Q4 2025: 1,269,325 shares bought and 1,270,120 shares sold, net −795 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 183 holders

Morgan Stanley 0.00% Reduce -0.4% 1,812,744 $26.0M
LPL Financial LLC 0.01% Add +0.9% 1,799,148 $25.8M
Invesco Ltd. 0.00% Reduce -3.5% 1,513,910 $21.7M
Guggenheim Capital LLC 0.14% Add +8.2% 1,305,364 $18.7M
Raymond James Financial Inc. 0.01% Add +8.6% 1,108,598 $15.9M
Paragon Financial Partners, Inc. 8.32% Add +0.6% 941,916 $13.5M
Bank of America Corp. 0.00% Reduce -12.0% 701,363 $10.1M
Principal Securities, Inc. 0.14% Reduce -1.5% 643,122 $9.2M
Balanced Wealth Group LLC 2.98% Add +2.9% 571,980 $8.2M
UBS Group AG 0.00% Add +3.0% 506,663 $7.3M
Osaic Holdings, Inc. 0.01% Reduce -5.7% 463,956 $6.7M
MML Investors Services, LLC 0.02% Reduce -0.7% 463,497 $6.7M
Royal Bank of Canada 0.00% Reduce -1.5% 438,114 $6.3M
Ameriprise Financial Inc. 0.00% Add +11.8% 436,650 $6.3M
Wells Fargo & Company 0.00% Add +0.5% 436,172 $6.3M
Sims Investment Management, LLC 1.97% Reduce -1.4% 388,911 $5.6M
Steward Partners Investment Advisory, LLC 0.03% Add +3.0% 335,989 $4.8M
Wolverine Asset Management LLC 0.28% Add +169.3% 333,559 $4.8M
Truist Financial Corp. 0.01% Add +5.1% 318,177 $4.6M
Envestnet Asset Management Inc. 0.00% Add +5.0% 302,635 $4.3M
Franklin Resources Inc. 0.00% Add +1.4% 293,728 $4.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.7% 256,548 $3.7M
Kingstone Capital Partners Texas, LLC 2.12% Add +2.1% 253,610 $3.6M
Commonwealth Equity Services, LLC 0.00% Reduce -6.5% 252,045 $3.6M
Readystate Asset Management LP 0.25% Add +386.4% 229,639 $3.3M
Shaker Financial Services, LLC 1.02% Reduce -30.7% 223,653 $3.2M
Thayer Partners, LLC / MA 1.41% — 201,244 $2.9M
Advisors Asset Management, Inc. 0.05% Add +24.2% 196,824 $2.8M
Beacon Pointe Advisors, LLC 0.02% Add +1.7% 189,158 $2.7M
Sharpepoint LLC 1.58% Add +10.2% 183,347 $2.6M
Emissary Wealth LLC 2.03% — 168,397 $2.4M
Texas Capital Bank Wealth Management Services Inc 0.13% Add +18.8% 159,923 $2.3M
Prevail Innovative Wealth Advisors, LLC 0.39% Add +6.6% 153,023 $2.2M
Naples Global Advisors, LLC 0.15% Reduce -7.5% 137,363 $2.0M
Ieq Capital, LLC 0.01% Reduce -0.1% 131,076 $1.9M
Rockefeller Capital Management L.P. 0.00% Add +27.5% 122,773 $1.8M
Mariner, LLC 0.00% Reduce -18.6% 122,193 $1.8M
Cetera Investment Advisers 0.00% Add +5.1% 120,653 $1.7M
Outlook Wealth Advisors, LLC 0.39% Reduce -3.4% 119,798 $1.7M
Wedbush Securities Inc. 0.05% Reduce -0.8% 112,278 $1.6M
Mutual Advisors, LLC 0.03% Add +1.0% 109,361 $1.6M
Advisory Advocates, LLC 1.51% — 106,038 $1.5M
Two Sigma Investments, LP 0.00% Add +82.4% 105,517 $1.5M
PMG Family Office LLC 1.67% Reduce -3.8% 100,863 $1.4M
1607 Capital Partners, LLC 0.09% Add +12.8% 94,313 $1.4M
Cohen & Steers, Inc. 0.00% Reduce -42.1% 90,931 $1.3M
Cresset Asset Management, LLC 0.01% Add +2.1% 88,955 $1.3M
Meridian Wealth Management, LLC 0.04% Add +6.9% 88,492 $1.3M
Private Advisor Group, LLC 0.01% Reduce -31.0% 84,489 $1.2M
Stifel Financial Corp. 0.00% Add +1.2% 76,451 $1.1M
Logan Stone Capital, LLC 0.26% New 72,440 $1.0M
Curi Capital, LLC 0.02% Add +0.2% 70,283 $1.0M
Obermeyer Wealth Partners 0.05% Reduce -13.1% 69,600 $999K
NewEdge Advisors, LLC 0.00% Reduce -5.6% 67,321 $967K
Janney Montgomery Scott LLC 0.00% Add +6.8% 66,111 $949K
Kestra Advisory Services, LLC 0.00% Reduce -1.7% 65,865 $946K
Oppenheimer & Co. Inc. 0.01% Add +0.2% 65,599 $942K
HighTower Advisors, LLC 0.00% Add +5.4% 61,039 $877K
Cornerstone Advisors, LLC 0.03% Reduce -81.0% 60,214 $865K
Focus Financial Network, Inc. 0.03% Add +1.8% 55,863 $802K
Farther Finance Advisors, LLC 0.01% Reduce -2.0% 53,327 $766K
Prospera Financial Services Inc 0.01% Add +178.8% 49,786 $715K
Creative Planning 0.00% Add +0.1% 47,791 $686K
Jane Street Group, LLC 0.00% Add +43.8% 46,759 $671K
Wealth Alliance Advisory Group, LLC 0.11% No change 46,649 $670K
WCG Wealth Advisors LLC 0.02% Add +0.0% 45,373 $652K
Kovack Advisors, Inc. 0.03% Add +245.9% 43,823 $629K
SteelPeak Wealth, LLC 0.02% Add +1.1% 42,055 $604K
Summit Financial, LLC 0.01% Reduce -5.3% 39,728 $570K
Landscape Capital Management, L.L.C. 0.04% New 39,065 $561K
Stableford Capital II LLC 0.19% Reduce -3.2% 37,137 $533K
Wealth Effects LLC 0.16% Add +0.0% 36,549 $525K
Equitable Holdings, Inc. 0.00% Reduce -2.5% 35,637 $512K
Focus Partners Wealth 0.00% Add +36.7% 35,038 $494K
Western Wealth Management, LLC 0.02% New 33,229 $477K
GAMCO Investors 0.00% No change 32,815 $471K
Essex Financial Services, Inc. 0.02% Add +1.8% 30,381 $436K
&partners 0.00% Reduce -2.1% 30,357 $436K
American Institute for Advanced Investment Management, LLP 0.27% Add +22.1% 27,670 $427K
Lanark Financial, Inc. 0.03% Reduce -2.4% 28,820 $414K
Mercer Global Advisors Inc. 0.00% Reduce -58.2% 28,028 $402K
IFG Advisory, LLC 0.02% No change 27,962 $402K
HBK Sorce Advisory LLC 0.01% Add +2.7% 26,747 $392K
Commons Capital, LLC 0.27% Add +13.2% 26,646 $383K
Everstar Asset Management, LLC 0.20% No change 25,960 $373K
Gladstone Institutional Advisory LLC 0.01% Add +8.7% 25,854 $371K
Dynamic Advisor Solutions LLC 0.01% Add +1.9% 24,711 $355K
McCarter Private Wealth Services LLC 0.16% Reduce 0.0% 24,024 $345K
Fortis Capital Advisors, LLC 0.05% Add +2.4% 23,686 $340K
Belpointe Asset Management LLC 0.01% Add +2.4% 23,686 $340K
Shikiar Asset Management Inc. 0.09% No change 23,075 $331K
D.A. Davidson & Co. 0.00% Add +13.4% 22,708 $326K
Corient Private Wealth LP 0.00% Add +18.4% 21,517 $309K
Cary Street Partners Financial LLC 0.01% New 19,548 $281K
Triumph Capital Management 0.06% Reduce -1.0% 19,385 $278K
Stratos Wealth Partners, LTD. 0.00% Add +14.4% 19,085 $274K
Westend Capital Management, LLC 0.08% No change 18,867 $271K
Marex Group Ltd 0.00% New 18,600 $267K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.6% 17,965 $260K
Summit Investment Advisory Services, LLC 0.10% Add +2.1% 18,068 $259K

"% 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.

Show all 183 holders