DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
ETV

EATON VANCE TAX-MANAGED BUY-

204 institutions still hold EATON VANCE TAX-MANAGED BUY- as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 27828Y108·Exchange Traded Fund·204 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$226M
visible holders
Holders
204
filers reporting
Concentration
12.30%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

204 institutions reported ETV in Q2 2026. LPL Financial LLC leads at 12.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$28M1.9M0.01%Q2 2026
02
MORGAN STANLEY
CIK 0000895421
$28M1.9M0.00%Q2 2026
03
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$22M1.5M0.14%Q2 2026
04
Invesco Ltd.
CIK 0000914208
$22M1.4M0.00%Q2 2026
05
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$17M1.2M0.00%Q2 2026
06
PARAGON FINANCIAL PARTNERS, INC.
CIK 0001910845
$14M973K7.62%Q2 2026
07
BANK OF AMERICA CORP /DE/
CIK 0000070858
$10M671K0.00%Q2 2026
08
BALANCED WEALTH GROUP LLC
CIK 0002009783
$9M617K2.90%Q2 2026
09
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$9M591K0.11%Q2 2026
10
WELLS FARGO & COMPANY/MN
CIK 0000072971
$7M492K0.00%Q2 2026
11
AMERIPRISE FINANCIAL INC
CIK 0000820027
$7M483K0.00%Q2 2026
12
UBS Group AG
CIK 0001610520
$7M467K0.00%Q2 2026
13
Steward Partners Investment Advisory, LLC
CIK 0001723397
$7M438K0.03%Q2 2026
14
ROYAL BANK OF CANADA
CIK 0001000275
$6M436K0.00%Q2 2026
15
MML INVESTORS SERVICES, LLC
CIK 0000701059
$6M434K0.01%Q2 2026
16
Cetera Investment Advisers
CIK 0001666741
$6M408K0.01%Q2 2026
17
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M396K0.01%Q2 2026
18
SIMS INVESTMENT MANAGEMENT, LLC
CIK 0002053807
$6M386K1.78%Q2 2026
19
Kingstone Capital Partners Texas, LLC
CIK 0002057208
$5M315K2.49%Q2 2026
20
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M309K0.00%Q2 2026
Page 1 of 11
184 more holders available. Log in →
Insiders at EATON VANCE TAX-MANAGED BUY-
Allison Michael ARichardson Duncan WHawkes James BEgalka Ronald MRow Walter A Iii