Eaton Vance Muni Inc. 2028 TMETX
13F holders, Q2 2026 (June 30)42holders +1
3new positions
2sold out
$18.75avg. 13F price*
At the end of Q2 2026, 42 institutions reported holding Eaton Vance Muni Inc. 2028 TM (ETX) in their 13F filings, up 1 from Q1 2026. 3 opened new positions and 2 sold out. The largest holders were Rockefeller Capital Management L.P. ($10.4M), Morgan Stanley ($9.9M) and Raymond James Financial Inc. ($4.1M).
- Company
- Eaton Vance Muni Inc. 2028 TM
- CUSIP
- 27829U105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $728K |
| Exits | 2 | $19K |
All 13F filers, Q1 2026 → Q2 2026: 187,155 shares bought and 64,538 shares sold, net +122,617 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Rockefeller Capital Management L.P. | 0.02% | Reduce -0.3% | 552,039 | $10.4M |
| Morgan Stanley | 0.00% | Add +23.4% | 527,704 | $9.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -7.3% | 217,654 | $4.1M |
| UBS Group AG | 0.00% | Reduce -4.6% | 135,161 | $2.5M |
| LPL Financial LLC | 0.00% | Add +1.5% | 134,330 | $2.5M |
| Bank of America Corp. | 0.00% | Reduce -2.0% | 130,593 | $2.4M |
| Wells Fargo & Company | 0.00% | Reduce -9.7% | 98,346 | $1.8M |
| Corient Private Wealth LP | 0.00% | Add +0.2% | 71,586 | $1.3M |
| Mgo One Seven LLC | 0.02% | Add +50.5% | 60,996 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -7.8% | 59,019 | $1.1M |
| Focused Alpha, LLC | 0.22% | Add +0.5% | 46,649 | $875K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.5% | 40,855 | $766K |
| Osaic Holdings, Inc. | 0.00% | Add +93.8% | 38,822 | $728K |
| Merit Financial Group, LLC | 0.00% | Add +0.4% | 38,310 | $718K |
| Royal Bank of Canada | 0.00% | Add +5.4% | 36,772 | $689K |
| Stifel Financial Corp. | 0.00% | Add +5.2% | 32,828 | $616K |
| Truist Financial Corp. | 0.00% | Reduce -9.9% | 28,386 | $532K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 26,921 | $505K |
| Invesco Ltd. | 0.00% | Reduce -2.2% | 24,305 | $456K |
| Arax Advisory Partners | 0.00% | New | 23,928 | $449K |
| Walter & Keenan Wealth Management LLC /in/ | 0.10% | No change | 21,875 | $410K |
| Kestra Advisory Services, LLC | 0.00% | Add +12.9% | 21,662 | $406K |
| Stronghold Wealth Management L.L.C. | 0.49% | Reduce -3.9% | 19,420 | $364K |
| Aviance Capital Partners, LLC | 0.03% | Reduce -6.5% | 15,940 | $299K |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.9% | 14,992 | $281K |
| Anchor Investment Management, LLC | 0.02% | No change | 13,400 | $251K |
| Susquehanna International Group, LLP | 0.00% | New | 13,001 | $244K |
| Melfa Wealth Management, Inc. | 0.13% | Reduce -17.7% | 12,649 | $237K |
| World Investment Advisors | 0.00% | No change | 12,388 | $227K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -17.6% | 11,859 | $222K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 11,336 | $213K |
| Mutual Advisors, LLC | 0.00% | Reduce -44.4% | 10,336 | $194K |
| Clark Capital Management Group, Inc. | 0.00% | No change | 10,000 | $188K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 7,000 | $131K |
| Center for Financial Planning, Inc. | 0.00% | No change | 1,920 | $36K |
| Clear Street Group Inc. | 0.00% | New | 1,874 | $35K |
| Colonial Trust Co / SC | 0.00% | No change | 1,500 | $28K |
| Rothschild Investment LLC | 0.00% | Add +1.2% | 816 | $15K |
| NewEdge Advisors, LLC | 0.00% | No change | 405 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 370 | $7K |
| Hara Capital LLC | 0.00% | No change | 44 | $825 |
| Trust Co. of Vermont | 0.00% | — | 1 | $19 |
"% of holder's portfolio" is ETX's weight in each manager's 13F, not the share of Eaton Vance Muni Inc. 2028 TM the manager owns.