Eaton Vance T/M GLBL Buy-WRETW

13F holders, Q1 2026 (March 31)
170holders −3
12new positions
15sold out
2famous investors
$8.78avg. 13F price*

At the end of Q1 2026, 170 institutions reported holding Eaton Vance T/M GLBL Buy-WR (ETW) in their 13F filings, down 3 from Q4 2025. 12 opened new positions and 15 sold out. The largest holders were Guggenheim Capital LLC ($20.0M), Bank of America Corp. ($19.2M) and 1607 Capital Partners, LLC ($18.4M). 2 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions12$2.6M
Exits15$14.0M

All 13F filers, Q4 2025 → Q1 2026: 1,753,744 shares bought and 1,903,951 shares sold, net −150,207 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 170 holders

Guggenheim Capital LLC 0.16% Reduce -1.0% 2,272,724 $20.0M
Bank of America Corp. 0.00% Reduce -0.9% 2,185,957 $19.2M
1607 Capital Partners, LLC 1.33% Add +44.2% 2,094,732 $18.4M
Morgan Stanley 0.00% Add +2.2% 1,976,318 $17.4M
Raymond James Financial Inc. 0.00% Add +6.6% 1,700,683 $14.9M
Karpus Management, Inc. 0.45% Reduce -0.6% 1,625,403 $14.3M
Invesco Ltd. 0.00% Add +0.8% 1,603,142 $14.1M
Royal Bank of Canada 0.00% Add +2.3% 972,894 $8.5M
Advisors Asset Management, Inc. 0.12% Add +9.9% 850,688 $7.5M
LPL Financial LLC 0.00% Add +4.8% 827,436 $7.3M
Pathstone Holdings, LLC 0.02% Add +7.6% 567,864 $5.0M
Cresset Asset Management, LLC 0.02% Reduce -0.6% 534,155 $4.7M
UBS Group AG 0.00% Add +1.2% 484,229 $4.3M
RiverTree Advisors, LLC 2.48% Add +8.0% 445,503 $3.9M
Osaic Holdings, Inc. 0.01% Add +4.5% 426,270 $3.7M
Ameriprise Financial Inc. 0.00% Reduce -9.7% 420,341 $3.7M
Rockefeller Capital Management L.P. 0.00% Add +8.4% 315,768 $2.8M
Wolverine Asset Management LLC 0.15% Add +20.6% 312,619 $2.7M
Wells Fargo & Company 0.00% Add +6.1% 311,780 $2.7M
Envestnet Asset Management Inc. 0.00% Add +3.0% 268,180 $2.4M
Franklin Resources Inc. 0.00% Add +1.7% 265,297 $2.3M
Roman Butler Fullerton & Co. 0.54% Add +0.9% 214,889 $2.0M
Park Avenue Securities LLC 0.01% Add +3.6% 207,661 $1.8M
Shaker Financial Services, LLC 0.60% Reduce -16.9% 197,220 $1.7M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.1% 180,799 $1.6M
International Assets Investment Management, LLC 0.10% Add +0.7% 159,356 $1.4M
Franklin Street Advisors Inc. 0.08% No change 150,334 $1.3M
Logan Stone Capital, LLC 0.35% Add +76.8% 142,283 $1.2M
Stifel Financial Corp. 0.00% Add +9.4% 138,857 $1.2M
Cetera Investment Advisers 0.00% Reduce -9.3% 136,355 $1.2M
Calamos Advisors LLC 0.01% Add +13.5% 134,063 $1.2M
Private Advisor Group, LLC 0.00% Add +0.1% 115,655 $1.0M
Cohen Klingenstein LLC 0.03% No change 114,690 $1.0M
Cohen & Steers, Inc. 0.00% New 105,000 $922K
Kestra Advisory Services, LLC 0.00% Add +133.3% 104,364 $916K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.8% 103,728 $911K
Indivisible Partners 0.08% Add +45.0% 100,411 $882K
Arkadios Wealth Advisors 0.01% Reduce -0.5% 97,199 $853K
D.A. Davidson & Co. 0.00% Add +5.8% 87,674 $770K
Commonwealth Equity Services, LLC 0.00% Add +6.8% 84,627 $743K
Two Sigma Investments, LP 0.00% Reduce -44.9% 80,946 $711K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -17.4% 70,993 $634K
PMG Family Office LLC 0.70% Add +3.0% 71,056 $624K
WCG Wealth Advisors LLC 0.02% No change 70,177 $616K
one8zero8, LLC 0.14% No change 69,900 $614K
HighTower Advisors, LLC 0.00% Add +20.1% 66,892 $587K
Millennium Management 0.00% New 66,363 $583K
Jane Street Group, LLC 0.00% Reduce -47.0% 62,621 $550K
NewEdge Advisors, LLC 0.00% Reduce -12.8% 61,023 $536K
Allworth Financial LP 0.00% Reduce -0.6% 60,447 $531K
Kovack Advisors, Inc. 0.03% Add +8.1% 59,530 $530K
Harbour Investments, Inc. 0.01% Add +207.7% 59,305 $521K
Closed-End Fund Advisors, Inc. 0.53% Add +3.1% 58,801 $516K
Medallion Wealth Advisors, LLC 0.16% Add +0.7% 56,719 $498K
PNC Financial Services Group, Inc. 0.00% No change 56,585 $497K
Alteri Wealth LLC 0.16% No change 55,885 $491K
Blue Bell Private Wealth Management, LLC 0.07% Add +57.8% 55,875 $491K
Advisory Advocates, LLC 0.48% Add +1.9% 54,001 $474K
Compound Planning, Inc. 0.01% No change 53,492 $470K
Joseph P. Lucia & Associates, LLC 0.17% Add +0.7% 53,178 $467K
Centurion Wealth Management LLC 0.10% No change 52,043 $457K
Tiller Private Wealth, Inc. 0.16% No change 50,600 $444K
Dakota Wealth Management 0.01% No change 50,030 $439K
Oppenheimer & Co. Inc. 0.01% Reduce -1.2% 49,662 $436K
Centaurus Financial, Inc. 0.02% Reduce -1.9% 47,129 $414K
Integrated Capital Management, Inc. 0.27% Add +1.9% 46,968 $412K
Avory & Company, LLC 0.52% No change 45,682 $401K
Camelot Portfolios, LLC 0.30% No change 45,400 $399K
Shikiar Asset Management Inc. 0.13% No change 45,100 $396K
Genesis Financial Group, LLC 0.26% Add +2.7% 44,542 $391K
B. Riley Wealth Advisors, Inc. 0.03% Reduce -1.6% 45,873 $389K
Creative Planning 0.00% Add +8.3% 41,930 $370K
HighPoint Advisor Group LLC 0.02% Reduce -0.2% 41,372 $363K
Mercer Global Advisors Inc. 0.00% Reduce -44.7% 41,052 $360K
Twin Lakes Capital Management, LLC 0.16% Add +2.2% 39,985 $351K
Citigroup Inc. 0.00% Add +2.8% 38,715 $340K
MML Investors Services, LLC 0.00% Reduce -13.1% 34,996 $307K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.9% 32,607 $286K
David J Yvars Group 0.15% Add +2.0% 31,030 $272K
GAMCO Investors 0.00% No change 30,963 $272K
Arlington Capital Management, Inc. 0.15% New 30,849 $271K
CreativeOne Wealth, LLC 0.01% No change 30,783 $270K
Claro Advisors Inc. 0.03% Reduce -2.5% 30,472 $268K
Stratos Wealth Partners, LTD. 0.00% Reduce -24.1% 29,933 $263K
Commerce Bank 0.00% Add +63.4% 29,608 $260K
Jacobi Capital Management LLC 0.01% Add +1.7% 28,837 $253K
Rothschild Investment LLC 0.01% Add +3.7% 27,881 $245K
Mariner, LLC 0.00% Reduce -0.7% 27,056 $238K
Summit Financial, LLC 0.00% Reduce -1.7% 26,957 $237K
Susquehanna International Group, LLP 0.00% Add +16.3% 26,253 $231K
Kestra Private Wealth Services, LLC 0.00% Add +0.6% 26,190 $230K
Janney Montgomery Scott LLC 0.00% Add +3.3% 24,127 $212K
Annex Advisory Services, LLC 0.00% No change 24,004 $211K
Stratos Wealth Advisors, LLC 0.01% No change 23,000 $202K
Heritage Wealth Management, Inc. 0.10% Reduce -22.6% 22,360 $196K
Certified Advisory Corp 0.02% Reduce -2.1% 22,161 $195K
Capital CS Group, LLC 0.39% Add +2.0% 21,673 $190K
Decision Investments, Inc. 0.21% Add +0.2% 21,530 $189K
Diversified Enterprises, LLC 0.01% Add +0.7% 20,610 $181K
Truist Financial Corp. 0.00% Reduce -6.5% 20,294 $178K

"% 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 170 holders