Eaton Vance T/M GLBL Buy-WRETW
13F holders, Q3 2025 (September 30)165holders −4
16new positions
19sold out
1famous investor
$9.05avg. 13F price*
At the end of Q3 2025, 165 institutions reported holding Eaton Vance T/M GLBL Buy-WR (ETW) in their 13F filings, down 4 from Q2 2025. 16 opened new positions and 19 sold out. The largest holders were Bank of America Corp. ($20.8M), Guggenheim Capital LLC ($19.1M) and Morgan Stanley ($17.0M). One famous investor held it Mario Gabelli (0.0% of GAMCO Investors'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $1.1M |
| Exits | 19 | $6.9M |
All 13F filers, Q2 2025 → Q3 2025: 965,424 shares bought and 1,788,789 shares sold, net −823,365 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 165 holders
| Bank of America Corp. | 0.00% | Add +0.3% | 2,294,849 | $20.8M |
| Guggenheim Capital LLC | 0.14% | Add +3.5% | 2,115,937 | $19.1M |
| Morgan Stanley | 0.00% | Add +2.4% | 1,878,473 | $17.0M |
| Karpus Management, Inc. | 0.48% | Reduce -1.5% | 1,670,234 | $15.1M |
| Invesco Ltd. | 0.00% | Add +6.1% | 1,663,673 | $15.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.3% | 1,525,133 | $13.8M |
| Royal Bank of Canada | 0.00% | Add +6.0% | 935,718 | $8.5M |
| Pathstone Holdings, LLC | 0.03% | Reduce -24.9% | 895,841 | $8.1M |
| LPL Financial LLC | 0.00% | Add +38.1% | 725,298 | $6.6M |
| Penserra Capital Management LLC | 0.08% | Add +21.9% | 719,334 | $6.5M |
| Advisors Asset Management, Inc. | 0.11% | Add +7.0% | 716,812 | $6.5M |
| Cresset Asset Management, LLC | 0.02% | Add +0.0% | 542,724 | $4.9M |
| UBS Group AG | 0.00% | Reduce -7.2% | 516,716 | $4.7M |
| Ameriprise Financial Inc. | 0.00% | Add +0.5% | 466,251 | $4.2M |
| RiverTree Advisors, LLC | 2.45% | Add +0.7% | 423,067 | $3.8M |
| 1607 Capital Partners, LLC | 0.27% | Reduce -13.4% | 401,034 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Add +1.6% | 395,351 | $3.6M |
| Wells Fargo & Company | 0.00% | Add +2.4% | 316,981 | $2.9M |
| Shaker Financial Services, LLC | 0.97% | Reduce -30.5% | 312,070 | $2.8M |
| Two Sigma Investments, LP | 0.00% | No change | 276,464 | $2.5M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.6% | 272,378 | $2.5M |
| Franklin Resources Inc. | 0.00% | Reduce -2.1% | 256,341 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.0% | 219,010 | $2.0M |
| Roman Butler Fullerton & Co. | 0.49% | Add +1.3% | 199,407 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -36.5% | 186,328 | $1.7M |
| Park Avenue Securities LLC | 0.01% | Reduce -0.7% | 165,288 | $1.5M |
| International Assets Investment Management, LLC | 0.11% | No change | 160,758 | $1.4M |
| Franklin Street Advisors Inc. | 0.08% | No change | 150,334 | $1.4M |
| Cohen Klingenstein LLC | 0.04% | No change | 145,960 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +59.6% | 145,733 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +0.8% | 128,223 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +0.2% | 115,345 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +107.8% | 103,228 | $934K |
| Investment Planning Advisors, Inc. | 0.28% | Reduce -7.6% | 98,984 | $896K |
| Arkadios Wealth Advisors | 0.02% | Add +0.0% | 98,742 | $894K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -8.1% | 77,886 | $713K |
| D.A. Davidson & Co. | 0.00% | Add +0.3% | 76,382 | $691K |
| PMG Family Office LLC | 0.77% | — | 76,276 | $690K |
| one8zero8, LLC | 0.14% | Add +16.6% | 70,400 | $637K |
| WCG Wealth Advisors LLC | 0.04% | Add +6.7% | 70,177 | $635K |
| NewEdge Advisors, LLC | 0.00% | Add +2.0% | 69,237 | $627K |
| Calamos Advisors LLC | 0.00% | Add +21.7% | 63,514 | $575K |
| HighTower Advisors, LLC | 0.00% | Add +1.6% | 60,830 | $551K |
| Allworth Financial LP | 0.00% | Add +0.0% | 60,428 | $547K |
| Alteri Wealth LLC | 0.18% | Reduce -1.8% | 57,800 | $523K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 57,585 | $521K |
| Medallion Wealth Advisors, LLC | 0.18% | Reduce -2.3% | 56,855 | $515K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -31.8% | 56,694 | $513K |
| Joseph P. Lucia & Associates, LLC | 0.19% | Reduce -10.5% | 55,844 | $505K |
| Tiller Private Wealth, Inc. | 0.18% | No change | 55,380 | $501K |
| Compound Planning, Inc. | 0.02% | No change | 53,492 | $484K |
| Centurion Wealth Management LLC | 0.11% | No change | 52,043 | $471K |
| Jane Street Group, LLC | 0.00% | Add +0.2% | 51,256 | $464K |
| Dakota Wealth Management | 0.01% | No change | 51,030 | $462K |
| Lido Advisors, LLC | 0.00% | Reduce -33.2% | 50,000 | $453K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -0.1% | 46,580 | $422K |
| Oppenheimer & Co. Inc. | 0.01% | Add +24.4% | 46,013 | $416K |
| Avory & Company, LLC | 0.25% | No change | 45,682 | $413K |
| Centaurus Financial, Inc. | 0.02% | Add +1.7% | 45,503 | $412K |
| Camelot Portfolios, LLC | 0.24% | No change | 45,400 | $411K |
| Shikiar Asset Management Inc. | 0.11% | New | 45,100 | $408K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -64.8% | 44,544 | $403K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -9.0% | 43,469 | $393K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -14.0% | 39,983 | $362K |
| Twin Lakes Capital Management, LLC | 0.16% | Add +2.3% | 38,289 | $347K |
| Saxon Interests, Inc. | 0.13% | Reduce -1.6% | 37,487 | $337K |
| Integrated Capital Management, Inc. | 0.23% | Add +2.2% | 36,181 | $327K |
| Citigroup Inc. | 0.00% | Add +0.1% | 35,923 | $325K |
| Claro Advisors Inc. | 0.05% | Reduce -10.2% | 35,897 | $325K |
| NWF Advisory Services Inc. | 0.03% | No change | 33,600 | $304K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.4% | 33,423 | $302K |
| MML Investors Services, LLC | 0.00% | Add +10.8% | 33,326 | $302K |
| Wolverine Asset Management LLC | 0.02% | Reduce -55.0% | 33,024 | $299K |
| Creative Planning | 0.00% | Reduce -9.8% | 31,839 | $290K |
| Winebrenner Capital Management LLC | 0.21% | Reduce -60.0% | 32,000 | $290K |
| GAMCO Investors | 0.00% | No change | 30,963 | $280K |
| Summit Financial, LLC | 0.00% | Add +10.5% | 30,167 | $273K |
| Jacobi Capital Management LLC | 0.02% | Reduce -5.8% | 30,157 | $273K |
| Heritage Wealth Management, Inc. | 0.08% | No change | 28,889 | $261K |
| Mariner, LLC | 0.00% | Add +1.7% | 28,076 | $254K |
| Rothschild Investment LLC | 0.01% | Add +0.4% | 27,931 | $253K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.6% | 27,703 | $251K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.9% | 25,281 | $229K |
| Truist Financial Corp. | 0.00% | Reduce -1.0% | 24,481 | $222K |
| David J Yvars Group | 0.12% | Add +1.7% | 24,035 | $218K |
| Annex Advisory Services, LLC | 0.00% | No change | 24,004 | $217K |
| Stratos Wealth Advisors, LLC | 0.01% | No change | 23,000 | $208K |
| Certified Advisory Corp | 0.02% | Reduce -30.9% | 22,498 | $204K |
| Capital CS Group, LLC | 0.31% | Reduce -14.2% | 20,835 | $189K |
| Diversified Enterprises, LLC | 0.01% | Reduce -3.3% | 20,323 | $184K |
| Cornerstone Advisory, LLC | 0.02% | Add +0.7% | 19,921 | $180K |
| Cerity Partners LLC | 0.00% | No change | 19,450 | $176K |
| Comerica Bank | 0.00% | Add +2.5% | 19,445 | $176K |
| HUB Investment Partners, LLC | 0.01% | No change | 19,275 | $174K |
| Vista Investment Partners Ii, LLC | 0.08% | Reduce -2.6% | 19,103 | $173K |
| Modern Wealth Management, LLC | 0.00% | Add +0.3% | 18,804 | $170K |
| Commerce Bank | 0.00% | No change | 18,115 | $164K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 17,284 | $156K |
| Regal Investment Advisors LLC | 0.01% | No change | 17,250 | $156K |
| Sowell Financial Services LLC | 0.01% | Add +2.3% | 17,121 | $155K |
"% 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.