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 |
| Worth Asset Management, LLC | 0.08% | No change | 17,215 | $256K |
| CIBC Bancorp USA Inc. | 0.00% | No change | 17,162 | $255K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -7.4% | 16,777 | $250K |
| Diversified Enterprises, LLC | 0.01% | Add +0.4% | 16,693 | $248K |
| Ameritas Advisory Services, LLC | 0.00% | New | 16,372 | $244K |
| Leavell Investment Management, Inc. | 0.01% | New | 15,700 | $234K |
| Centaurus Financial, Inc. | 0.01% | Reduce -0.4% | 15,653 | $233K |
| TCFG Investment Advisors, LLC | 0.08% | No change | 15,590 | $232K |
| Cannon Advisors, Inc. | 0.14% | Add +2.0% | 14,745 | $223K |
| HB Wealth Management, LLC | 0.00% | No change | 14,600 | $217K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.6% | 14,420 | $215K |
| AlphaStar Capital Management, LLC | 0.01% | No change | 14,314 | $213K |
| Cary Street Partners Financial LLC | 0.00% | Reduce -20.1% | 14,252 | $212K |
| Greenleaf Trust | 0.00% | New | 14,099 | $210K |
| Jacobi Capital Management LLC | 0.01% | Reduce -2.6% | 13,543 | $202K |
| Virtu Financial LLC | 0.01% | New | 13,346 | $199K |
| M.E. Allison & Co., Inc. | 0.11% | Reduce -9.3% | 13,336 | $198K |
| Burford Brothers, Inc. | 0.07% | No change | 13,200 | $196K |
| Principle Wealth Partners LLC | 0.01% | No change | 12,800 | $190K |
| Mariner, LLC | 0.00% | Reduce -87.0% | 12,735 | $189K |
| Focused Wealth Management, Inc | 0.02% | Add +0.6% | 12,615 | $188K |
| Sigma Planning Corp | 0.00% | New | 12,410 | $185K |
| Investor's Fiduciary Advisor Network, LLC | 0.06% | Add +1.8% | 12,422 | $184K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -5.2% | 12,108 | $180K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.00% | New | 12,045 | $179K |
| International Assets Investment Management, LLC | 0.01% | Add +12.9% | 11,969 | $179K |
| LBMC Investment Advisors, LLC | 0.01% | New | 12,000 | $179K |
| Empower Advisory Group, LLC | 0.00% | No change | 11,966 | $178K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 11,621 | $177K |
| Mission Wealth Management, LP | 0.00% | New | 11,748 | $175K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -5.9% | 11,685 | $171K |
| Pinnacle Associates Ltd. | 0.00% | No change | 11,219 | $167K |
| Ycg, LLC | 0.01% | No change | 11,200 | $167K |
| Kapstone Financial Advisors LLC | 0.07% | No change | 11,185 | $166K |
| Calamos Advisors LLC | 0.00% | Reduce -74.0% | 11,105 | $165K |
| Rhodes Investment Advisors Inc. | 0.12% | Add +2.3% | 11,000 | $164K |
| Insigneo Advisory Services, LLC | 0.01% | Reduce -8.5% | 10,845 | $161K |
| Kingsview Wealth Management, LLC | 0.00% | New | 10,678 | $159K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.3% | 10,673 | $159K |
| Stolper Co | 0.04% | Reduce -23.9% | 10,394 | $155K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +0.4% | 10,400 | $155K |
| Arkadios Wealth Advisors | 0.00% | No change | 10,260 | $153K |
| Mosaic Family Wealth Partners, LLC | 0.01% | No change | 10,213 | $152K |
| Allworth Financial LP | 0.00% | No change | 9,600 | $143K |
| Parallel Advisors, LLC | 0.00% | Add +1.3% | 9,397 | $140K |
| Kentucky Trust Co | 0.06% | No change | 8,252 | $123K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +0.7% | 7,766 | $117K |
| Princeton Global Asset Management LLC | 0.01% | No change | 6,420 | $96K |
| Avion Wealth | 0.02% | No change | 6,161 | $91K |
| BankPlus Trust Department | 0.02% | No change | 5,560 | $83K |
| IFP Advisors, Inc | 0.00% | Add +9.0% | 5,352 | $80K |
| Private Trust Co. NA | 0.01% | No change | 5,127 | $76K |
| Vision Retirement, LLC | 0.02% | No change | 5,000 | $74K |
| Main Street Group, LTD | 0.02% | Add +0.5% | 4,753 | $71K |
| Seneschal Advisors, LLC | 0.05% | No change | 4,707 | $70K |
| Olistico Wealth, LLC | 0.03% | Reduce -31.3% | 4,400 | $65K |
| Axiom Investment Management LLC | 0.04% | Add +2.7% | 3,771 | $56K |
| Markowski Investments | 0.01% | — | 3,669 | $55K |
| Barrett & Company, Inc. | 0.01% | No change | 3,600 | $54K |
| Harbour Investments, Inc. | 0.00% | No change | 3,421 | $51K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 3,145 | $47K |
| US Bancorp \de | 0.00% | No change | 3,075 | $46K |
| GAMMA Investing LLC | 0.00% | New | 2,971 | $44K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 2,784 | $41K |
| Arax Advisory Partners | 0.00% | New | 2,700 | $40K |
| CENTRAL TRUST Co | 0.00% | No change | 2,500 | $37K |
| Park Place Capital Corp | 0.00% | No change | 2,003 | $30K |
| Montag A & Associates Inc. | 0.00% | Reduce -66.1% | 2,000 | $30K |
| Bokf, NA | 0.00% | No change | 1,820 | $27K |
| PlanVest Financial, Inc | 0.02% | No change | 1,771 | $26K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 1,297 | $19K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1,250 | $19K |
| Napier Financial, LLC | 0.00% | No change | 1,198 | $18K |
| CoreCap Advisors, LLC | 0.00% | Reduce -20.0% | 1,157 | $17K |
| CoreFirst Bank & Trust | 0.01% | No change | 937 | $14K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.2% | 779 | $12K |
| Bellevue Asset Management, LLC | 0.01% | Add +179.6% | 931 | $11K |
| Medallion Wealth Advisors, LLC | 0.00% | Reduce -90.8% | 675 | $10K |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.9% | 635 | $9K |
| Spire Wealth Management | 0.00% | No change | 517 | $8K |
| Larson Financial Group LLC | 0.00% | No change | 500 | $7K |
| Trust Co. of Vermont | 0.00% | — | 400 | $6K |
| Frazier Financial Advisors, LLC | 0.00% | Add +2.0% | 358 | $5K |
| Bollard Group LLC | 0.00% | Add +2.2% | 323 | $5K |
| Assetmark, Inc. | 0.00% | No change | 336 | $5K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +5.3% | 316 | $5K |
| Institute for Wealth Management, LLC. | 0.00% | New | 220 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 222 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 200 | $3K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 200 | $3K |
| Hantz Financial Services, Inc. | 0.00% | New | 166 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | New | 109 | $2K |
"% 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.