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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $3.7M |
| Exits | 12 | $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 |
| Diversified Enterprises, LLC | 0.01% | Add +0.7% | 20,465 | $189K |
| Cornerstone Advisory, LLC | 0.02% | Add +0.7% | 20,053 | $185K |
| Cerity Partners LLC | 0.00% | No change | 19,450 | $179K |
| HUB Investment Partners, LLC | 0.00% | No change | 19,275 | $178K |
| Harbour Investments, Inc. | 0.00% | Add +25.1% | 19,271 | $178K |
| Vista Investment Partners Ii, LLC | 0.08% | No change | 19,103 | $176K |
| Modern Wealth Management, LLC | 0.00% | Add +0.3% | 18,853 | $174K |
| Landscape Capital Management, L.L.C. | 0.01% | New | 18,612 | $172K |
| Comerica Bank | 0.00% | Reduce -4.7% | 18,527 | $171K |
| Commerce Bank | 0.00% | No change | 18,115 | $167K |
| Sowell Financial Services LLC | 0.01% | Add +2.2% | 17,497 | $161K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 17,284 | $159K |
| Regal Investment Advisors LLC | 0.01% | No change | 17,250 | $159K |
| Cyndeo Wealth Partners, LLC | 0.01% | No change | 17,000 | $157K |
| HRT Financial LP | 0.00% | New | 16,795 | $154K |
| Focus Partners Wealth | 0.00% | New | 16,349 | $151K |
| Worth Asset Management, LLC | 0.06% | No change | 15,870 | $146K |
| LVZ, Inc. | 0.02% | No change | 15,490 | $143K |
| DAVENPORT & Co LLC | 0.00% | No change | 15,020 | $138K |
| CFO4Life Group, LLC | 0.02% | Add +2.2% | 14,534 | $134K |
| Lanark Financial, Inc. | 0.01% | No change | 14,269 | $132K |
| Sagespring Wealth Partners, LLC | 0.00% | Add +30.7% | 14,255 | $131K |
| NWF Advisory Services Inc. | 0.01% | Reduce -59.5% | 13,600 | $125K |
| Fearless Solutions, LLC dba Best Invest | 0.08% | No change | 13,526 | $125K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.2% | 13,322 | $123K |
| Corient Private Wealth LP | 0.00% | Add +4.0% | 13,060 | $121K |
| West Michigan Advisors, LLC | 0.03% | No change | 12,865 | $119K |
| Financial Alternatives, Inc | 0.07% | No change | 12,466 | $115K |
| TMB Capital Partners, LLC | 0.04% | — | 12,110 | $112K |
| IHT Wealth Management, LLC | 0.00% | No change | 12,049 | $111K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.2% | 11,758 | $108K |
| Tyche Wealth Partners LLC | 0.02% | No change | 11,464 | $106K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -5.4% | 11,359 | $105K |
| &partners | 0.00% | Add +3.7% | 11,198 | $103K |
| Busey Bank | 0.00% | No change | 11,113 | $102K |
| Blue Water Asset Management | 0.04% | — | 11,017 | $102K |
| Detalus Advisors, LLC | 0.02% | No change | 10,875 | $100K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -5.4% | 10,690 | $99K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -7.2% | 10,502 | $97K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 10,407 | $96K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +0.1% | 10,407 | $96K |
| Abel Hall, LLC | 0.02% | No change | 10,000 | $92K |
| MAI Capital Management | 0.00% | Add +2.2% | 9,127 | $84K |
| CoreCap Advisors, LLC | 0.00% | Add +608.7% | 8,150 | $75K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 7,990 | $74K |
| Barrett & Company, Inc. | 0.02% | Add +193.3% | 6,600 | $62K |
| Private Trust Co. NA | 0.00% | No change | 5,500 | $51K |
| Cwm, LLC | 0.00% | New | 4,950 | $46K |
| City Holding Co. | 0.01% | Reduce -25.0% | 4,500 | $41K |
| Parkside Financial Bank & Trust | 0.00% | No change | 4,500 | $41K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 2,747 | $25K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 2,162 | $20K |
| Arax Advisory Partners | 0.00% | No change | 2,000 | $18K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,925 | $18K |
| Kilter Group LLC | 0.01% | Add +2.2% | 1,564 | $14K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 1,495 | $14K |
| Tsfg, LLC | 0.00% | Add +2.2% | 1,154 | $11K |
| ESL Trust Services, LLC | 0.00% | No change | 1,150 | $11K |
| Parallel Advisors, LLC | 0.00% | Add +2.1% | 1,139 | $11K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 1,000 | $9K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -77.7% | 780 | $7K |
| Caldwell Trust Co | 0.00% | No change | 720 | $7K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +2.1% | 665 | $6K |
| Ameriflex Group, Inc. | 0.00% | Reduce -50.0% | 525 | $5K |
| Atlantic Union Bankshares Corp | 0.00% | New | 500 | $5K |
| Farther Finance Advisors, LLC | 0.00% | No change | 407 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | New | 400 | $4K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 335 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 250 | $2K |
| JPMorgan Chase & Co. | 0.00% | No change | 220 | $2K |
| Bernard Wealth Management Corp. | 0.00% | No change | 205 | $2K |
| Decker Retirement Planning Inc. | 0.00% | Reduce -95.0% | 10 | $92 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 4 | $37 |
"% 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.