13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMega-capCrowded
ETV

EATON VANCE TAX-MANAGED BUY-

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

CUSIP 27828Y108·Exchange Traded Fund·192 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.9%
vs prior quarter
13F value held
$206M
48.0% inst. owned
of float
Holders
192
-60 QoQ
filers reporting
Activity
+64 / −79
+729 added · −792 reduced
this quarter
Concentration
12.00%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

192 institutions reported ETV in Q1 2026. MORGAN STANLEY leads at 12.0% of the visible book. -60 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$25M1.8M0.00%Q1 202602
LPL Financial LLC
CIK 0001403438
$24M1.7M0.01%Q1 202603
Invesco Ltd.
CIK 0000914208
$20M1.5M0.00%Q1 202604
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$18M1.3M0.14%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$16M1.2M0.00%Q1 202606
PARAGON FINANCIAL PARTNERS, INC.
CIK 0001910845
$14M994K8.20%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$10M720K0.00%Q1 202608
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$8M616K0.12%Q1 202609
BALANCED WEALTH GROUP LLC
CIK 0002009783
$8M607K2.97%Q1 202610
UBS Group AG
CIK 0001610520
$7M526K0.00%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6M468K0.00%Q1 202612
AMERIPRISE FINANCIAL INC
CIK 0000820027
$6M453K0.00%Q1 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6M437K0.00%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$6M431K0.00%Q1 202615
Steward Partners Investment Advisory, LLC
CIK 0001723397
$6M424K0.03%Q1 202616
MML INVESTORS SERVICES, LLC
CIK 0000701059
$5M399K0.02%Q1 202617
SIMS INVESTMENT MANAGEMENT, LLC
CIK 0002053807
$5M388K1.95%Q1 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M362K0.01%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$5M340K0.00%Q1 202620
TRUIST FINANCIAL CORP
CIK 0000092230
$4M317K0.01%Q1 2026
Page 1 of 10
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