Eaton Vance T/M GLBL Buy-WRETW
13F holders, Q2 2025 (June 30)169holders +4
24new positions
18sold out
2famous investors
$8.65avg. 13F price*
At the end of Q2 2025, 169 institutions reported holding Eaton Vance T/M GLBL Buy-WR (ETW) in their 13F filings, up 4 from Q1 2025. 24 opened new positions and 18 sold out. The largest holders were Bank of America Corp. ($19.8M), Guggenheim Capital LLC ($17.7M) and Morgan Stanley ($15.9M). 2 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Eaton Vance T/M GLBL Buy-WR
- CUSIP
- 27829C105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $5.8M |
| Exits | 18 | $12.2M |
All 13F filers, Q1 2025 → Q2 2025: 2,298,078 shares bought and 2,589,146 shares sold, net −291,068 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 169 holders
| Bank of America Corp. | 0.00% | Add +3.6% | 2,288,653 | $19.8M |
| Guggenheim Capital LLC | 0.14% | Add +10.9% | 2,043,650 | $17.7M |
| Morgan Stanley | 0.00% | Add +1.7% | 1,835,258 | $15.9M |
| Karpus Management, Inc. | 0.47% | Reduce -1.9% | 1,695,491 | $14.7M |
| Invesco Ltd. | 0.00% | Reduce -1.1% | 1,568,468 | $13.6M |
| Raymond James Financial Inc. | 0.00% | Add +1.7% | 1,544,773 | $13.4M |
| Pathstone Holdings, LLC | 0.04% | Add +11.4% | 1,192,502 | $10.3M |
| Royal Bank of Canada | 0.00% | Add +1.4% | 882,723 | $7.6M |
| Advisors Asset Management, Inc. | 0.10% | Add +10.8% | 669,868 | $5.8M |
| Penserra Capital Management LLC | 0.07% | Add +3.0% | 590,064 | $5.1M |
| UBS Group AG | 0.00% | Reduce -21.9% | 556,848 | $4.8M |
| Cresset Asset Management, LLC | 0.02% | Reduce -1.5% | 542,709 | $4.7M |
| LPL Financial LLC | 0.00% | Add +25.9% | 524,999 | $4.5M |
| Ameriprise Financial Inc. | 0.00% | Add +41.2% | 464,182 | $4.0M |
| 1607 Capital Partners, LLC | 0.32% | Reduce -16.1% | 462,934 | $4.0M |
| Shaker Financial Services, LLC | 1.41% | Add +32.3% | 449,311 | $3.9M |
| RiverTree Advisors, LLC | 2.44% | Add +122.6% | 420,140 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Add +62.4% | 389,308 | $3.4M |
| Wells Fargo & Company | 0.00% | Reduce -5.5% | 309,629 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -12.8% | 293,571 | $2.5M |
| AQR Arbitrage LLC | 0.09% | Reduce -50.5% | 292,139 | $2.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +17.5% | 276,821 | $2.4M |
| Two Sigma Investments, LP | 0.00% | New | 276,464 | $2.4M |
| Franklin Resources Inc. | 0.00% | Reduce -0.1% | 261,782 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.8% | 219,025 | $1.9M |
| Roman Butler Fullerton & Co. | 0.51% | Reduce -0.7% | 196,762 | $1.7M |
| Readystate Asset Management LP | 0.11% | Add +20.9% | 167,796 | $1.5M |
| Park Avenue Securities LLC | 0.01% | Reduce -3.0% | 166,461 | $1.4M |
| International Assets Investment Management, LLC | 0.11% | Add +3.2% | 160,758 | $1.4M |
| Franklin Street Advisors Inc. | 0.08% | No change | 150,334 | $1.3M |
| Cohen Klingenstein LLC | 0.04% | No change | 145,960 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -14.2% | 127,228 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +119.1% | 126,427 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +0.2% | 115,132 | $996K |
| Investment Planning Advisors, Inc. | 0.33% | Reduce -11.5% | 107,111 | $927K |
| Arkadios Wealth Advisors | 0.03% | Add +0.0% | 98,704 | $854K |
| Cetera Investment Advisers | 0.00% | Reduce -12.1% | 91,281 | $790K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +14.9% | 84,729 | $737K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.6% | 83,101 | $719K |
| Winebrenner Capital Management LLC | 0.56% | No change | 80,000 | $692K |
| D.A. Davidson & Co. | 0.00% | Add +3.0% | 76,153 | $659K |
| Lido Advisors, LLC | 0.00% | No change | 74,900 | $648K |
| Wolverine Asset Management LLC | 0.05% | Reduce -35.0% | 73,476 | $636K |
| NewEdge Advisors, LLC | 0.00% | Add +0.0% | 67,845 | $587K |
| WCG Wealth Advisors LLC | 0.04% | Add +61.0% | 65,797 | $569K |
| Joseph P. Lucia & Associates, LLC | 0.22% | Add +1.1% | 62,420 | $540K |
| Allworth Financial LP | 0.00% | Add +6259.9% | 60,419 | $523K |
| one8zero8, LLC | 0.12% | Reduce -22.4% | 60,400 | $522K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.3% | 59,878 | $518K |
| Alteri Wealth LLC | 0.20% | Reduce -0.0% | 58,827 | $509K |
| Medallion Wealth Advisors, LLC | 0.19% | Add +3.9% | 58,205 | $504K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -27.7% | 57,585 | $498K |
| Tiller Private Wealth, Inc. | 0.18% | Reduce -18.5% | 55,380 | $480K |
| Compound Planning, Inc. | 0.02% | No change | 53,492 | $463K |
| Kovack Advisors, Inc. | 0.05% | New | 53,185 | $460K |
| Calamos Advisors LLC | 0.00% | Reduce -8.0% | 52,174 | $451K |
| Centurion Wealth Management LLC | 0.13% | No change | 52,043 | $450K |
| Jane Street Group, LLC | 0.00% | Add +288.8% | 51,164 | $443K |
| Dakota Wealth Management | 0.01% | No change | 51,030 | $441K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -30.2% | 49,664 | $430K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +158.9% | 47,767 | $413K |
| B. Riley Wealth Advisors, Inc. | 0.02% | New | 46,624 | $403K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -12.2% | 46,483 | $402K |
| Avory & Company, LLC | 0.24% | No change | 45,682 | $395K |
| Camelot Portfolios, LLC | 0.24% | No change | 45,400 | $393K |
| Flputnam Investment Management Co. | 0.01% | No change | 45,100 | $390K |
| Centaurus Financial, Inc. | 0.02% | Reduce -1.9% | 44,725 | $387K |
| Claro Advisors Inc. | 0.06% | Reduce -37.3% | 39,953 | $346K |
| Twin Lakes Capital Management, LLC | 0.20% | Add +2.4% | 37,443 | $324K |
| Logan Stone Capital, LLC | 0.15% | Reduce -73.2% | 37,132 | $321K |
| Oppenheimer & Co. Inc. | 0.00% | Add +9.1% | 36,993 | $320K |
| Saxon Interests, Inc. | 0.15% | No change | 38,116 | $314K |
| Citigroup Inc. | 0.00% | Reduce -9.9% | 35,877 | $310K |
| Creative Planning | 0.00% | Add +2.2% | 35,307 | $307K |
| Integrated Capital Management, Inc. | 0.23% | Add +4.4% | 35,399 | $306K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -1.6% | 35,233 | $305K |
| NWF Advisory Services Inc. | 0.03% | No change | 33,600 | $291K |
| Certified Advisory Corp | 0.03% | Reduce -0.9% | 32,568 | $282K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -17.6% | 32,316 | $280K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 32,194 | $278K |
| Jacobi Capital Management LLC | 0.02% | Add +1.6% | 32,004 | $277K |
| GAMCO Investors | 0.00% | New | 30,963 | $268K |
| MML Investors Services, LLC | 0.00% | Add +3.5% | 30,070 | $260K |
| Heritage Wealth Management, Inc. | 0.08% | No change | 28,889 | $250K |
| Balyasny Asset Management L.P. | 0.00% | New | 28,606 | $247K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.4% | 28,050 | $243K |
| Rothschild Investment LLC | 0.02% | Reduce -0.2% | 27,831 | $241K |
| Mariner, LLC | 0.00% | Add +13.1% | 27,603 | $239K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +33.5% | 27,544 | $238K |
| Summit Financial, LLC | 0.01% | New | 27,301 | $236K |
| Truist Financial Corp. | 0.00% | Reduce -2.8% | 24,737 | $214K |
| Capital CS Group, LLC | 0.34% | Reduce -3.5% | 24,282 | $210K |
| Annex Advisory Services, LLC | 0.01% | No change | 24,004 | $208K |
| David J Yvars Group | 0.12% | New | 23,635 | $204K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 23,000 | $199K |
| Summit Investment Advisory Services, LLC | 0.08% | Add +2.4% | 22,362 | $193K |
| Diversified Enterprises, LLC | 0.01% | Add +0.8% | 21,024 | $182K |
| Captrust Financial Advisors | 0.00% | New | 20,231 | $175K |
| Cornerstone Advisory, LLC | 0.02% | Add +0.5% | 19,788 | $171K |
| Vista Investment Partners Ii, LLC | 0.08% | Reduce -0.0% | 19,607 | $170K |
"% of holder's portfolio" is ETW's weight in each manager's 13F, not the share of Eaton Vance T/M GLBL Buy-WR the manager owns.