13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
ETB

EATON VANCE TAX MNGED BUY WR

97 institutions still hold EATON VANCE TAX MNGED BUY WR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 27828X100·97 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.8%
vs prior quarter
13F value held
$76M
51.0% inst. owned
of float
Holders
97
+93 QoQ
filers reporting
Activity
+86 / −94
+763 added · −799 reduced
this quarter
Concentration
12.86%
GUGGENHEIM CAPITAL LLC #1
top holder share
AI Holders Summary · Q1 2026

97 institutions reported ETB in Q1 2026. GUGGENHEIM CAPITAL LLC leads at 12.9% of the visible book. +93 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$10M681K0.08%Q1 202602
MORGAN STANLEY
CIK 0000895421
$7M506K0.00%Q1 202603
Shaker Financial Services, LLC
CIK 0001511794
$7M469K2.36%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M457K0.00%Q1 202605
Invesco Ltd.
CIK 0000914208
$6M396K0.00%Q1 202606
UBS Group AG
CIK 0001610520
$5M376K0.00%Q1 202607
LPL Financial LLC
CIK 0001403438
$5M334K0.00%Q1 202608
Cetera Investment Advisers
CIK 0001666741
$4M303K0.00%Q1 202609
1607 Capital Partners, LLC
CIK 0001436866
$4M298K0.31%Q1 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M208K0.00%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M206K0.00%Q1 202612
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M201K0.00%Q1 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M151K0.00%Q1 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M127K0.00%Q1 202615
Destiny Wealth Partners, LLC
CIK 0001844369
$2M119K0.19%Q1 202616
AMERIPRISE FINANCIAL INC
CIK 0000820027
$2M116K0.00%Q1 202617
SIMS INVESTMENT MANAGEMENT, LLC
CIK 0002053807
$1M100K0.53%Q1 202618
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$1M94K0.01%Q1 202619
PMG Family Office LLC
CIK 0002102299
$1M76K1.23%Q1 202620
Meridian Wealth Management, LLC
CIK 0001697300
$1M75K0.04%Q1 2026
Page 1 of 5
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