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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $3.2M |
| Exits | 21 | $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 |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 17,751 | $255K |
| Baird Financial Group, Inc. | 0.00% | No change | 17,681 | $254K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.6% | 17,588 | $253K |
| Cannon Advisors, Inc. | 0.17% | Add +2.1% | 17,129 | $248K |
| Silverlake Wealth Management LLC | 0.06% | No change | 17,242 | $248K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 17,162 | $246K |
| TCFG Wealth Management, LLC | 0.10% | No change | 16,890 | $243K |
| Diversified Enterprises, LLC | 0.01% | Reduce -0.3% | 16,563 | $238K |
| Mgo One Seven LLC | 0.00% | Reduce -34.0% | 15,805 | $227K |
| Centaurus Financial, Inc. | 0.01% | Add +0.2% | 15,684 | $225K |
| Thrivent Financial for Lutherans | 0.00% | New | 14,844 | $213K |
| M.E. Allison & Co., Inc. | 0.14% | Add +0.4% | 14,636 | $210K |
| HB Wealth Management, LLC | 0.00% | No change | 14,600 | $210K |
| Insigneo Advisory Services, LLC | 0.01% | No change | 14,398 | $207K |
| AlphaStar Capital Management, LLC | 0.02% | No change | 14,314 | $206K |
| Jacobi Capital Management LLC | 0.01% | Add +1.1% | 13,751 | $197K |
| Worth Asset Management, LLC | 0.08% | No change | 13,749 | $197K |
| Burford Brothers, Inc. | 0.08% | No change | 13,200 | $190K |
| Empower Advisory Group, LLC | 0.00% | Add +3.2% | 12,866 | $185K |
| Principle Wealth Partners LLC | 0.01% | No change | 12,800 | $184K |
| Focused Wealth Management, Inc | 0.02% | Add +1.4% | 12,300 | $177K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -2.0% | 12,255 | $176K |
| Investor's Fiduciary Advisor Network, LLC | 0.04% | Reduce -4.9% | 11,358 | $163K |
| Pinnacle Associates Ltd. | 0.00% | No change | 11,219 | $161K |
| Kapstone Financial Advisors LLC | 0.08% | No change | 11,185 | $161K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.00% | New | 10,566 | $152K |
| Summit Global Investments | 0.01% | No change | 10,429 | $150K |
| Stolper Co | 0.04% | Reduce -1.5% | 10,394 | $149K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -12.8% | 10,318 | $148K |
| Wealthcare Advisory Partners LLC | 0.00% | Add +0.2% | 10,282 | $148K |
| Arkadios Wealth Advisors | 0.00% | Reduce -82.5% | 10,260 | $147K |
| Parallel Advisors, LLC | 0.00% | Add +13.3% | 10,240 | $147K |
| Mosaic Family Wealth Partners, LLC | 0.02% | No change | 10,213 | $147K |
| Susquehanna International Group, LLP | 0.00% | Reduce -48.5% | 10,181 | $146K |
| International Assets Investment Management, LLC | 0.01% | Reduce -1.7% | 10,039 | $144K |
| Rhodes Investment Advisors Inc. | 0.12% | — | 10,000 | $144K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -14.6% | 9,828 | $141K |
| Allworth Financial LP | 0.00% | No change | 9,600 | $138K |
| Kentucky Trust Co | 0.06% | No change | 8,252 | $118K |
| Medallion Wealth Advisors, LLC | 0.04% | No change | 7,375 | $106K |
| Montag A & Associates Inc. | 0.00% | No change | 6,900 | $99K |
| Princeton Global Asset Management LLC | 0.01% | No change | 6,420 | $92K |
| Olistico Wealth, LLC | 0.04% | New | 6,400 | $92K |
| Avion Wealth | 0.02% | No change | 6,161 | $88K |
| Comerica Bank | 0.00% | Reduce -49.6% | 5,605 | $80K |
| BankPlus Trust Department | 0.02% | No change | 5,560 | $80K |
| Private Trust Co. NA | 0.01% | No change | 5,127 | $74K |
| Vision Retirement, LLC | 0.02% | — | 5,000 | $72K |
| IFP Advisors, Inc | 0.00% | Add +0.8% | 4,752 | $68K |
| Seneschal Advisors, LLC | 0.05% | No change | 4,707 | $68K |
| Barrett & Company, Inc. | 0.02% | No change | 3,600 | $52K |
| Fifth Third Bancorp | 0.00% | No change | 3,550 | $51K |
| Harbour Investments, Inc. | 0.00% | No change | 3,421 | $49K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +0.1% | 14,959 | $44K |
| US Bancorp \de | 0.00% | No change | 3,075 | $44K |
| Vermillion Wealth Management, Inc. | 0.02% | No change | 2,784 | $40K |
| MAI Capital Management | 0.00% | Add +17.0% | 2,582 | $37K |
| CENTRAL TRUST Co | 0.00% | New | 2,500 | $36K |
| CoreCap Advisors, LLC | 0.00% | Add +69.2% | 2,446 | $35K |
| Park Place Capital Corp | 0.01% | No change | 2,003 | $29K |
| Bokf, NA | 0.00% | No change | 1,820 | $26K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 1,675 | $24K |
| Strive Financial Group ,LLC | 0.01% | — | 1,650 | $24K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 1,297 | $19K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1,250 | $18K |
| GAMMA Investing LLC | 0.00% | No change | 1,000 | $14K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 975 | $14K |
| CoreFirst Bank & Trust | 0.01% | No change | 937 | $13K |
| Cwm, LLC | 0.00% | Add +36.2% | 858 | $12K |
| Hantz Financial Services, Inc. | 0.00% | New | 788 | $11K |
| Turim 21 Investimentos Ltda. | 0.00% | Reduce -11.3% | 650 | $9K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.2% | 638 | $9K |
| Spire Wealth Management | 0.00% | No change | 517 | $7K |
| Larson Financial Group LLC | 0.00% | No change | 500 | $7K |
| Laurel Wealth Advisors LLC | 0.00% | New | 400 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | Add +2.1% | 344 | $5K |
| Assetmark, Inc. | 0.00% | New | 336 | $5K |
| Bellevue Asset Management, LLC | 0.00% | No change | 333 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 222 | $3K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 200 | $3K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 87 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -8.3% | 55 | $790 |
| Blue Trust, Inc. | 0.00% | No change | 45 | $646 |
"% 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.