DOSSIER · 13F Holders · Q2 2026
ETX

EATON VANCE MUN INCOME 2028

46 institutions still hold EATON VANCE MUN INCOME 2028 as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 27829U105·46 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$44M
visible holders
Holders
46
filers reporting
Concentration
23.74%
Rockefeller Capital Management L.P. #1
top holder share
AI Holders Summary · Q2 2026

46 institutions reported ETX in Q2 2026. Rockefeller Capital Management L.P. leads at 23.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Rockefeller Capital Management L.P.
CIK 0001739439
$10M552K0.02%Q2 2026
02
MORGAN STANLEY
CIK 0000895421
$10M528K0.00%Q2 2026
03
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M218K0.00%Q2 2026
04
UBS Group AG
CIK 0001610520
$3M135K0.00%Q2 2026
05
LPL Financial LLC
CIK 0001403438
$3M134K0.00%Q2 2026
06
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M131K0.00%Q2 2026
07
WELLS FARGO & COMPANY/MN
CIK 0000072971
$2M98K0.00%Q2 2026
08
Corient Private Wealth LLC
CIK 0001948780
$1M72K0.00%Q2 2026
09
MGO ONE SEVEN LLC
CIK 0001731444
$1M61K0.02%Q2 2026
10
Sanctuary Advisors, LLC
CIK 0001777271
$1M59K0.01%Q2 2026
11
FOCUSED ALPHA, LLC
CIK 0002105062
$875K47K0.22%Q2 2026
12
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$766K41K0.00%Q2 2026
13
OSAIC HOLDINGS, INC.
CIK 0001677044
$728K39K0.00%Q2 2026
14
Merit Financial Group, LLC
CIK 0001621225
$718K38K0.00%Q2 2026
15
ROYAL BANK OF CANADA
CIK 0001000275
$689K37K0.00%Q2 2026
16
STIFEL FINANCIAL CORP
CIK 0000720672
$616K33K0.00%Q2 2026
17
TRUIST FINANCIAL CORP
CIK 0000092230
$532K28K0.00%Q2 2026
18
Steward Partners Investment Advisory, LLC
CIK 0001723397
$505K27K0.00%Q2 2026
19
Invesco Ltd.
CIK 0000914208
$456K24K0.00%Q2 2026
20
Arax Advisory Partners
CIK 0001586767
$449K24K0.00%Q2 2026
Page 1 of 3
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Insiders at EATON VANCE MUN INCOME 2028
Brandon Craig RFaust Thomas E Jr