ETB Eaton Vance TaxManaged BuyWrit
Eaton Vance TaxManaged BuyWrit (ETB) Institutional Ownership
What the institutions did with ETB last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeOwnership map
Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| GUGGENHEIM CAPITAL LLC | 825.2K | 12.6% |
| MORGAN STANLEY | 515.7K | 7.9% |
| BANK OF AMERICA CORP /DE/ | 474.4K | 7.2% |
| Invesco Ltd. | 443.5K | 6.8% |
| Shaker Financial Services, LLC | 437.8K | 6.7% |
| UBS Group AG | 382.0K | 5.8% |
| LPL Financial LLC | 349.6K | 5.3% |
| 1607 Capital Partners, LLC | 298.0K | 4.6% |
| Cetera Investment Advisers | 296.9K | 4.5% |
| WELLS FARGO & COMPANY/MN | 243.8K | 3.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | 207.9K | 3.2% |
| RAYMOND JAMES FINANCIAL INC | 207.5K | 3.2% |
| OSAIC HOLDINGS, INC. | 156.9K | 2.4% |
| ENVESTNET ASSET MANAGEMENT INC | 126.1K | 1.9% |
| AMERIPRISE FINANCIAL INC | 114.1K | 1.7% |
| SIMS INVESTMENT MANAGEMENT, LLC | 100.5K | 1.5% |
| Meridian Wealth Management, LLC | 79.2K | 1.2% |
| PARK AVENUE SECURITIES LLC | 78.4K | 1.2% |
| PMG Family Office LLC | 77.7K | 1.2% |
| COHEN & STEERS, INC. | 71.0K | 1.1% |
| ROYAL BANK OF CANADA | 63.8K | 1.0% |
| Quartz Partners, LLC | 55.2K | 0.8% |
| Cambridge Investment Research Advisors, Inc. | 53.3K | 0.8% |
| Janney Montgomery Scott LLC | 52.8K | 0.8% |
| CFO4Life Group, LLC | 47.1K | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | Increased | 680.7K | 825.2K | +144.5K |
| Destiny Wealth Partners, LLC | Sold Out | 119.4K | 0 | -119.4K |
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | 94.4K | 106 | -94.3K |
| Invesco Ltd. | Increased | 395.9K | 443.5K | +47.6K |
| WELLS FARGO & COMPANY/MN | Increased | 200.9K | 243.8K | +42.9K |
| Shaker Financial Services, LLC | Reduced | 468.6K | 437.8K | -30.8K |
| Cambridge Investment Research Advisors, Inc. | Increased | 26.7K | 53.3K | +26.6K |
| CITADEL ADVISORS LLC | New | 0 | 24.6K | +24.6K |
| HRT FINANCIAL LP | New | 0 | 18.8K | +18.8K |
| BANK OF AMERICA CORP /DE/ | Increased | 456.6K | 474.4K | +17.8K |
| LPL Financial LLC | Increased | 334.1K | 349.6K | +15.5K |
| Summit Financial, LLC | New | 0 | 14.8K | +14.8K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 41.1K | 27.1K | -14.0K |
| JANE STREET GROUP, LLC | Sold Out | 13.8K | 0 | -13.8K |
| NewEdge Advisors, LLC | Increased | 1.6K | 14.9K | +13.3K |
| VSM Wealth Advisory, LLC | Increased | 7.8K | 20.5K | +12.7K |
| Allworth Financial LP | Reduced | 18.6K | 6.0K | -12.6K |
| MORGAN STANLEY | Increased | 506.4K | 515.7K | +9.3K |
| OSAIC HOLDINGS, INC. | Increased | 150.6K | 156.9K | +6.4K |
| Ameritas Advisory Services, LLC | Increased | 25.3K | 31.5K | +6.3K |
| UBS Group AG | Increased | 376.2K | 382.0K | +5.8K |
| Cetera Investment Advisers | Reduced | 302.7K | 296.9K | -5.8K |
| Integrated Wealth Concepts LLC | Reduced | 16.4K | 10.7K | -5.7K |
| Meridian Wealth Management, LLC | Increased | 74.9K | 79.2K | +4.3K |
| MML INVESTORS SERVICES, LLC | Increased | 28.0K | 31.9K | +3.9K |
| STIFEL FINANCIAL CORP | Increased | 17.5K | 21.2K | +3.7K |
| Creative Capital Management Investments LLC | New | 0 | 3.6K | +3.6K |
| Focus Partners Advisor Solutions, LLC | Reduced | 16.6K | 13.2K | -3.5K |
| MAI Capital Management | Sold Out | 3.4K | 0 | -3.4K |
| Quartz Partners, LLC | Increased | 52.1K | 55.2K | +3.1K |
| HORIZON FINANCIAL SERVICES, LLC | New | 0 | 3.1K | +3.1K |
| Janney Montgomery Scott LLC | Increased | 50.7K | 52.8K | +2.1K |
| AMERIPRISE FINANCIAL INC | Reduced | 116.1K | 114.1K | -2.0K |
| ROYAL BANK OF CANADA | Increased | 61.8K | 63.8K | +2.0K |
| Creative Planning | Reduced | 20.1K | 18.2K | -1.9K |
| PMG Family Office LLC | Increased | 76.1K | 77.7K | +1.6K |
| INTEGRATED CAPITAL MANAGEMENT, INC. | Reduced | 14.7K | 13.2K | -1.6K |
| Gould Capital, LLC | Increased | 7.5K | 9.1K | +1.6K |
| JPMORGAN CHASE & CO | Increased | 878 | 2.4K | +1.5K |
| Rockefeller Capital Management L.P. | Increased | 2.5K | 4.0K | +1.5K |
| PARK AVENUE SECURITIES LLC | Reduced | 79.9K | 78.4K | -1.5K |
| RAYMOND JAMES FINANCIAL INC | Increased | 206.4K | 207.5K | +1.1K |
| Cape Investment Advisory, Inc. | New | 0 | 1.1K | +1.1K |
| Quent Capital, LLC | New | 0 | 1.0K | +1.0K |
| Farther Finance Advisors, LLC | Reduced | 3.2K | 2.2K | -1.0K |
| Arax Advisory Partners | Increased | 875 | 1.8K | +875 |
| Kilter Group LLC | Reduced | 863 | 1 | -862 |
| CFO4Life Group, LLC | Increased | 46.2K | 47.1K | +849 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Increased | 15.3K | 16.1K | +802 |
| XTX Topco Ltd | Increased | 12.1K | 12.8K | +682 |
| PNC FINANCIAL SERVICES GROUP, INC. | Reduced | 2.2K | 1.6K | -634 |
| Continuum Advisory, LLC | New | 0 | 540 | +540 |
| Advisory Services Network, LLC | Sold Out | 500 | 0 | -500 |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | 126.5K | 126.1K | -391 |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 208.2K | 207.9K | -330 |
| Spire Wealth Management | Sold Out | 330 | 0 | -330 |
| Abound Wealth Management | Sold Out | 289 | 0 | -289 |
| Jacobi Capital Management LLC | Increased | 14.3K | 14.6K | +239 |
| SHP Wealth Management | New | 0 | 200 | +200 |
| King Wealth Management Group | Reduced | 12.2K | 12.0K | -196 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.