Eaton Vance T/M GLBL Buy-WRETW

13F holders, Q4 2025 (December 31)
173holders +8
13new positions
12sold out
1famous investor
$9.22avg. 13F price*

At the end of Q4 2025, 173 institutions reported holding Eaton Vance T/M GLBL Buy-WR (ETW) in their 13F filings, up 8 from Q3 2025. 13 opened new positions and 12 sold out. The largest holders were Guggenheim Capital LLC ($21.2M), Bank of America Corp. ($20.3M) and Morgan Stanley ($17.8M). 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

050100150200 Q1 2024: 142Q1 2024Q2 2024: 148Q2 2024Q3 2024: 143Q3 2024Q4 2024: 160Q4 2024Q1 2025: 165Q1 2025Q2 2025: 169Q2 2025Q3 2025: 165Q3 2025Q4 2025: 173Q4 2025Q1 2026: 170Q1 2026Q2 2026: 176Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions13$3.7M
Exits12$1.6M

All 13F filers, Q3 2025 → Q4 2025: 3,002,275 shares bought and 1,151,647 shares sold, net +1,850,628 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 173 holders

Guggenheim Capital LLC 0.16% Add +8.5% 2,296,545 $21.2M
Bank of America Corp. 0.00% Reduce -3.9% 2,205,576 $20.3M
Morgan Stanley 0.00% Add +2.9% 1,933,376 $17.8M
Karpus Management, Inc. 0.46% Reduce -2.1% 1,635,014 $15.1M
Raymond James Financial Inc. 0.00% Add +4.6% 1,595,778 $14.7M
Invesco Ltd. 0.00% Reduce -4.4% 1,590,547 $14.7M
1607 Capital Partners, LLC 0.91% Add +262.3% 1,452,913 $13.4M
Royal Bank of Canada 0.00% Add +1.6% 950,732 $8.8M
Penserra Capital Management LLC 0.09% Add +10.2% 792,677 $7.3M
LPL Financial LLC 0.00% Add +8.8% 789,358 $7.3M
Advisors Asset Management, Inc. 0.12% Add +8.0% 774,116 $7.1M
Cresset Asset Management, LLC 0.02% Reduce -1.0% 537,519 $5.0M
Pathstone Holdings, LLC 0.02% Reduce -41.1% 527,575 $4.9M
UBS Group AG 0.00% Reduce -7.4% 478,291 $4.4M
Ameriprise Financial Inc. 0.00% Reduce -0.2% 465,480 $4.3M
Saba Capital Management, L.P. 0.14% Add +2821.6% 438,995 $4.0M
RiverTree Advisors, LLC 2.43% Reduce -2.5% 412,596 $3.8M
Osaic Holdings, Inc. 0.01% Add +3.2% 407,894 $3.8M
Wells Fargo & Company 0.00% Reduce -7.3% 293,744 $2.7M
Rockefeller Capital Management L.P. 0.00% Add +6.9% 291,291 $2.7M
Franklin Resources Inc. 0.00% Add +1.8% 260,849 $2.4M
Envestnet Asset Management Inc. 0.00% Add +18.9% 260,341 $2.4M
Wolverine Asset Management LLC 0.14% Add +685.2% 259,302 $2.4M
Shaker Financial Services, LLC 0.69% Reduce -23.9% 237,332 $2.2M
Roman Butler Fullerton & Co. 0.52% Add +6.8% 212,904 $2.0M
Park Avenue Securities LLC 0.02% Add +21.2% 200,347 $1.8M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -2.9% 180,884 $1.7M
International Assets Investment Management, LLC 0.10% Reduce -1.5% 158,318 $1.5M
Franklin Street Advisors Inc. 0.08% No change 150,334 $1.4M
Cetera Investment Advisers 0.00% Add +3.1% 150,290 $1.4M
Two Sigma Investments, LP 0.00% Reduce -46.9% 146,819 $1.4M
Stifel Financial Corp. 0.00% Reduce -1.1% 126,877 $1.2M
Calamos Advisors LLC 0.01% Add +86.0% 118,103 $1.1M
Jane Street Group, LLC 0.00% Add +130.3% 118,069 $1.1M
Private Advisor Group, LLC 0.01% Add +0.2% 115,556 $1.1M
Cohen Klingenstein LLC 0.03% Reduce -21.4% 114,690 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Add +1.3% 104,528 $964K
Arkadios Wealth Advisors 0.02% Reduce -1.1% 97,703 $901K
Wealth Enhancement Advisory Services, LLC 0.00% Add +10.4% 85,981 $802K
D.A. Davidson & Co. 0.00% Add +8.4% 82,831 $764K
Readystate Asset Management LP 0.06% New 82,764 $763K
Logan Stone Capital, LLC 0.18% New 80,471 $742K
Commonwealth Equity Services, LLC 0.00% Add +39.8% 79,275 $731K
Mercer Global Advisors Inc. 0.00% New 74,202 $684K
WCG Wealth Advisors LLC 0.02% No change 70,177 $647K
NewEdge Advisors, LLC 0.00% Add +1.1% 70,022 $646K
one8zero8, LLC 0.14% Reduce -0.7% 69,900 $644K
Indivisible Partners 0.07% — 69,232 $638K
PMG Family Office LLC 0.73% Reduce -9.6% 68,958 $636K
Allworth Financial LP 0.00% Add +0.6% 60,797 $561K
Closed-End Fund Advisors, Inc. 0.31% — 57,016 $526K
PNC Financial Services Group, Inc. 0.00% Reduce -1.7% 56,585 $522K
Medallion Wealth Advisors, LLC 0.17% Reduce -1.0% 56,308 $519K
Alteri Wealth LLC 0.17% Reduce -3.3% 55,885 $515K
HighTower Advisors, LLC 0.00% Reduce -8.5% 55,672 $513K
Kovack Advisors, Inc. 0.02% New 55,067 $508K
Compound Planning, Inc. 0.01% No change 53,492 $493K
Advisory Advocates, LLC 0.49% — 53,001 $489K
Joseph P. Lucia & Associates, LLC 0.18% Reduce -5.5% 52,790 $487K
Centurion Wealth Management LLC 0.11% No change 52,043 $480K
Tiller Private Wealth, Inc. 0.17% Reduce -8.6% 50,600 $467K
Oppenheimer & Co. Inc. 0.01% Add +9.2% 50,260 $463K
Dakota Wealth Management 0.01% Reduce -2.0% 50,030 $461K
Lido Advisors, LLC 0.00% No change 50,000 $453K
Centaurus Financial, Inc. 0.02% Add +5.5% 48,022 $443K
B. Riley Wealth Advisors, Inc. 0.02% Add +0.1% 46,635 $430K
Integrated Capital Management, Inc. 0.28% Add +27.4% 46,097 $425K
Avory & Company, LLC 0.27% No change 45,682 $421K
Camelot Portfolios, LLC 0.26% No change 45,400 $419K
Shikiar Asset Management Inc. 0.11% No change 45,100 $416K
Kestra Advisory Services, LLC 0.00% Add +0.4% 44,734 $412K
Genesis Financial Group, LLC 0.23% — 43,381 $400K
HighPoint Advisor Group LLC 0.01% New 41,472 $382K
MML Investors Services, LLC 0.00% Add +20.8% 40,272 $371K
Stratos Wealth Partners, LTD. 0.00% Reduce -9.3% 39,429 $364K
Twin Lakes Capital Management, LLC 0.16% Add +2.2% 39,129 $361K
Creative Planning 0.00% Add +21.6% 38,719 $358K
Citigroup Inc. 0.00% Add +4.9% 37,668 $347K
Saxon Interests, Inc. 0.12% Reduce -3.3% 36,257 $334K
Blue Bell Private Wealth Management, LLC 0.05% Add +127.1% 35,400 $326K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -3.3% 32,322 $298K
Winebrenner Capital Management LLC 0.20% No change 32,000 $295K
Claro Advisors Inc. 0.04% Reduce -12.9% 31,262 $288K
GAMCO Investors 0.00% No change 30,963 $285K
CreativeOne Wealth, LLC 0.01% Reduce -23.0% 30,783 $284K
David J Yvars Group 0.15% Add +26.5% 30,413 $280K
Heritage Wealth Management, Inc. 0.07% No change 28,889 $266K
Jacobi Capital Management LLC 0.02% Reduce -6.0% 28,344 $261K
Summit Financial, LLC 0.00% Reduce -9.1% 27,433 $253K
Mariner, LLC 0.00% Reduce -3.0% 27,249 $251K
Rothschild Investment LLC 0.01% Reduce -3.8% 26,881 $248K
Kestra Private Wealth Services, LLC 0.00% Reduce -6.0% 26,032 $240K
Annex Advisory Services, LLC 0.00% No change 24,004 $221K
Janney Montgomery Scott LLC 0.00% Reduce -7.6% 23,352 $215K
Stratos Wealth Advisors, LLC 0.01% No change 23,000 $212K
Certified Advisory Corp 0.02% Add +0.7% 22,647 $209K
Susquehanna International Group, LLP 0.00% Add +112.2% 22,565 $208K
Truist Financial Corp. 0.00% Reduce -11.3% 21,712 $200K
Decision Investments, Inc. 0.22% — 21,490 $198K
Capital CS Group, LLC 0.31% Add +2.0% 21,250 $196K

"% 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.

Show all 173 holders