DOSSIER · 13F Holders · Q1 2026
ETB

EATON VANCE TAX MNGED BUY WR

98 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 27828X100·98 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$77M
visible holders
Holders
98
filers reporting
Concentration
12.80%
GUGGENHEIM CAPITAL LLC #1
top holder share
AI Holders Summary · Q1 2026

98 institutions reported ETB in Q1 2026. GUGGENHEIM CAPITAL LLC leads at 12.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$10M681K0.08%Q1 2026
02
MORGAN STANLEY
CIK 0000895421
$7M506K0.00%Q1 2026
03
Shaker Financial Services, LLC
CIK 0001511794
$7M438K2.13%Q2 2026
04
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M457K0.00%Q1 2026
05
Invesco Ltd.
CIK 0000914208
$6M396K0.00%Q1 2026
06
UBS Group AG
CIK 0001610520
$5M376K0.00%Q1 2026
07
LPL Financial LLC
CIK 0001403438
$5M334K0.00%Q1 2026
08
Cetera Investment Advisers
CIK 0001666741
$4M303K0.00%Q1 2026
09
1607 Capital Partners, LLC
CIK 0001436866
$4M298K0.31%Q1 2026
10
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M208K0.00%Q1 2026
11
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M206K0.00%Q1 2026
12
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M201K0.00%Q1 2026
13
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M151K0.00%Q1 2026
14
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M127K0.00%Q1 2026
15
Destiny Wealth Partners, LLC
CIK 0001844369
$2M119K0.19%Q1 2026
16
AMERIPRISE FINANCIAL INC
CIK 0000820027
$2M116K0.00%Q1 2026
17
SIMS INVESTMENT MANAGEMENT, LLC
CIK 0002053807
$2M100K0.48%Q2 2026
18
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$1M94K0.01%Q1 2026
19
PMG Family Office LLC
CIK 0002102299
$1M78K1.11%Q2 2026
20
PARK AVENUE SECURITIES LLC
CIK 0001071640
$1M80K0.01%Q1 2026
Page 1 of 5
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Insiders at EATON VANCE TAX MNGED BUY WR
Allison Michael ARichardson Duncan WHawkes James BEgalka Ronald MDynner Alan RRow Walter A Iii