Eaton Vance T/M Buy-Writ OppETV
13F holders, Q1 2026 (March 31)181holders −2
14new positions
19sold out
1famous investor
$13.82avg. 13F price*
At the end of Q1 2026, 181 institutions reported holding Eaton Vance T/M Buy-Writ Opp (ETV) in their 13F filings, down 2 from Q4 2025. 14 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($24.7M), LPL Financial LLC ($23.5M) and Invesco Ltd. ($20.2M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $3.8M |
| Exits | 19 | $6.1M |
All 13F filers, Q4 2025 → Q1 2026: 1,488,705 shares bought and 1,457,633 shares sold, net +31,072 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 181 holders
| Morgan Stanley | 0.00% | Reduce -0.5% | 1,804,529 | $24.7M |
| LPL Financial LLC | 0.01% | Reduce -4.4% | 1,719,182 | $23.5M |
| Invesco Ltd. | 0.00% | Reduce -2.3% | 1,479,632 | $20.2M |
| Guggenheim Capital LLC | 0.15% | Add +2.3% | 1,335,358 | $18.3M |
| Raymond James Financial Inc. | 0.00% | Add +4.0% | 1,153,522 | $15.8M |
| Paragon Financial Partners, Inc. | 8.22% | Add +5.5% | 994,107 | $14.5M |
| Bank of America Corp. | 0.00% | Add +2.6% | 719,814 | $9.8M |
| Principal Securities, Inc. | 0.12% | Reduce -4.3% | 615,740 | $8.4M |
| Balanced Wealth Group LLC | 2.97% | Add +6.1% | 606,954 | $8.3M |
| UBS Group AG | 0.00% | Add +3.8% | 525,837 | $7.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +54.6% | 467,759 | $6.4M |
| Ameriprise Financial Inc. | 0.00% | Add +3.7% | 452,782 | $6.2M |
| Wells Fargo & Company | 0.00% | Add +0.1% | 436,537 | $6.0M |
| Royal Bank of Canada | 0.00% | Reduce -1.7% | 430,543 | $5.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +26.1% | 423,531 | $5.8M |
| MML Investors Services, LLC | 0.02% | Reduce -13.9% | 399,182 | $5.5M |
| Sims Investment Management, LLC | 1.95% | Reduce -0.3% | 387,929 | $5.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -21.9% | 362,457 | $5.0M |
| Cetera Investment Advisers | 0.00% | Add +181.8% | 340,066 | $4.6M |
| Truist Financial Corp. | 0.01% | Reduce -0.2% | 317,449 | $4.3M |
| Kingstone Capital Partners Texas, LLC | 2.59% | Add +21.3% | 307,504 | $4.2M |
| Franklin Resources Inc. | 0.00% | Add +1.4% | 297,695 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.0% | 267,092 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.1% | 259,366 | $3.5M |
| Wolverine Asset Management LLC | 0.18% | Reduce -23.4% | 255,669 | $3.5M |
| Advisors Asset Management, Inc. | 0.06% | Add +25.9% | 247,876 | $3.4M |
| Focus Partners Wealth | 0.00% | Add +590.5% | 241,942 | $3.3M |
| Thayer Partners, LLC / MA | 1.34% | Add +2.1% | 205,433 | $2.8M |
| Sharpepoint LLC | 1.63% | Add +9.1% | 199,934 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +3.5% | 195,722 | $2.7M |
| Stolper Co | 0.70% | Add +31.3% | 13,651 | $2.5M |
| Emissary Wealth LLC | 2.16% | Add +0.3% | 168,822 | $2.3M |
| Texas Capital Bank Wealth Management Services Inc | 0.13% | No change | 159,923 | $2.2M |
| Park Avenue Securities LLC | 0.02% | New | 144,255 | $2.0M |
| Naples Global Advisors, LLC | 0.13% | Reduce -5.1% | 130,413 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +4.0% | 127,700 | $1.7M |
| Outlook Wealth Advisors, LLC | 0.40% | Add +0.1% | 119,966 | $1.6M |
| Advisory Advocates, LLC | 1.58% | Add +6.7% | 113,138 | $1.5M |
| Ieq Capital, LLC | 0.01% | Reduce -13.8% | 112,965 | $1.5M |
| Mutual Advisors, LLC | 0.03% | Add +0.1% | 109,492 | $1.5M |
| PMG Family Office LLC | 1.57% | Add +2.0% | 102,840 | $1.4M |
| Wedbush Securities Inc. | 0.04% | Reduce -8.7% | 102,557 | $1.4M |
| Cohen & Steers, Inc. | 0.00% | Add +11.0% | 100,931 | $1.4M |
| Two Sigma Investments, LP | 0.00% | Reduce -5.9% | 99,309 | $1.4M |
| Mariner, LLC | 0.00% | Reduce -20.1% | 97,656 | $1.3M |
| Meridian Wealth Management, LLC | 0.05% | Add +8.5% | 96,023 | $1.3M |
| 1607 Capital Partners, LLC | 0.09% | No change | 94,313 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Add +2.1% | 90,839 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.3% | 84,222 | $1.2M |
| Obermeyer Wealth Partners | 0.05% | Add +17.3% | 81,633 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +2.9% | 78,641 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Add +7.3% | 70,651 | $966K |
| Janney Montgomery Scott LLC | 0.00% | Add +3.3% | 68,276 | $933K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.7% | 66,049 | $903K |
| Curi Capital, LLC | 0.02% | Reduce -7.5% | 64,998 | $889K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.8% | 63,388 | $867K |
| Prospera Financial Services Inc | 0.01% | Add +21.9% | 60,669 | $829K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.0% | 59,210 | $809K |
| Focus Financial Network, Inc. | 0.03% | Add +1.3% | 56,579 | $773K |
| Creative Planning | 0.00% | Add +0.3% | 47,936 | $655K |
| Wealth Alliance Advisory Group, LLC | 0.10% | No change | 46,649 | $638K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -0.3% | 45,249 | $619K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +70.7% | 44,123 | $603K |
| Kovack Advisors, Inc. | 0.03% | Reduce -3.1% | 42,453 | $586K |
| Calamos Advisors LLC | 0.00% | New | 42,714 | $584K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -0.3% | 41,908 | $573K |
| Spartan Wealth Advisory Services LLC | 0.05% | — | 41,625 | $569K |
| Summit Financial, LLC | 0.01% | Reduce -1.1% | 39,303 | $537K |
| Commons Capital, LLC | 0.44% | Add +43.9% | 38,334 | $524K |
| Fifth Third Bancorp | 0.00% | Add +944.2% | 37,069 | $507K |
| Equitable Holdings, Inc. | 0.00% | Reduce -1.8% | 35,005 | $503K |
| Wealth Effects LLC | 0.18% | Add +0.2% | 36,618 | $501K |
| Stableford Capital II LLC | 0.18% | Reduce -6.1% | 34,880 | $477K |
| Western Wealth Management, LLC | 0.02% | No change | 33,229 | $454K |
| GAMCO Investors | 0.00% | No change | 32,815 | $449K |
| Mercer Global Advisors Inc. | 0.00% | Add +12.2% | 31,455 | $430K |
| Integrated Capital Management, Inc. | 0.28% | New | 30,946 | $423K |
| Essex Financial Services, Inc. | 0.02% | Add +1.8% | 30,933 | $423K |
| American Institute for Advanced Investment Management, LLP | 0.27% | Add +4.0% | 28,770 | $422K |
| &partners | 0.00% | Add +0.6% | 30,527 | $417K |
| HBK Sorce Advisory LLC | 0.01% | Add +4.1% | 27,847 | $409K |
| Lanark Financial, Inc. | 0.03% | No change | 28,820 | $394K |
| Corient Private Wealth LP | 0.00% | Add +26.3% | 27,175 | $371K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +7.4% | 26,545 | $363K |
| Everstar Asset Management, LLC | 0.18% | Reduce -3.9% | 24,960 | $341K |
| Triumph Capital Management | 0.07% | Add +21.4% | 23,528 | $322K |
| Shikiar Asset Management Inc. | 0.10% | No change | 23,075 | $315K |
| Fortis Capital Advisors, LLC | 0.04% | Reduce -5.4% | 22,414 | $306K |
| Belpointe Asset Management LLC | 0.01% | Reduce -5.4% | 22,414 | $306K |
| Shaker Financial Services, LLC | 0.10% | Reduce -90.5% | 21,325 | $292K |
| D.A. Davidson & Co. | 0.00% | Reduce -10.1% | 20,414 | $279K |
| Westend Capital Management, LLC | 0.08% | Reduce -0.5% | 18,773 | $257K |
| Summit Investment Advisory Services, LLC | 0.09% | Add +2.1% | 18,451 | $252K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -5.1% | 18,117 | $248K |
| Sanctuary Advisors, LLC | 0.00% | Add +3.0% | 18,114 | $248K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -8.7% | 17,848 | $244K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 17,751 | $243K |
| Baird Financial Group, Inc. | 0.00% | No change | 17,681 | $242K |
| Silverlake Wealth Management LLC | 0.05% | No change | 17,242 | $236K |
| Worth Asset Management, LLC | 0.09% | Add +25.2% | 17,215 | $235K |
"% 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.