ETW Eaton Vance Corp
Eaton Vance Corp (ETW) Institutional Ownership
What the institutions did with ETW 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.
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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 | 2.3M | 8.4% |
| 1607 Capital Partners, LLC | 2.2M | 8.1% |
| BANK OF AMERICA CORP /DE/ | 2.1M | 7.7% |
| MORGAN STANLEY | 2.1M | 7.5% |
| RAYMOND JAMES FINANCIAL INC | 1.8M | 6.5% |
| Invesco Ltd. | 1.7M | 6.2% |
| Karpus Management, Inc. | 1.6M | 5.9% |
| ROYAL BANK OF CANADA | 1.0M | 3.8% |
| Advisors Asset Management, Inc. | 903.9K | 3.3% |
| LPL Financial LLC | 863.1K | 3.2% |
| Cambridge Investment Research Advisors, Inc. | 549.6K | 2.0% |
| Cresset Asset Management, LLC | 536.2K | 2.0% |
| Saba Capital Management, L.P. | 490.8K | 1.8% |
| UBS Group AG | 478.4K | 1.8% |
| OSAIC HOLDINGS, INC. | 470.1K | 1.7% |
| Pathstone Holdings, LLC | 470.1K | 1.7% |
| Rockefeller Capital Management L.P. | 405.1K | 1.5% |
| AMERIPRISE FINANCIAL INC | 390.1K | 1.4% |
| WELLS FARGO & COMPANY/MN | 374.9K | 1.4% |
| RiverTree Advisors, LLC | 305.4K | 1.1% |
| FRANKLIN RESOURCES INC | 270.0K | 1.0% |
| ENVESTNET ASSET MANAGEMENT INC | 262.6K | 1.0% |
| Shaker Financial Services, LLC | 259.2K | 1.0% |
| ROMAN BUTLER FULLERTON & CO | 222.4K | 0.8% |
| PARK AVENUE SECURITIES LLC | 210.6K | 0.8% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | New | 0 | 2.3M | +2.3M |
| 1607 Capital Partners, LLC | New | 0 | 2.2M | +2.2M |
| BANK OF AMERICA CORP /DE/ | New | 0 | 2.1M | +2.1M |
| MORGAN STANLEY | New | 0 | 2.1M | +2.1M |
| RAYMOND JAMES FINANCIAL INC | New | 0 | 1.8M | +1.8M |
| Invesco Ltd. | New | 0 | 1.7M | +1.7M |
| Karpus Management, Inc. | New | 0 | 1.6M | +1.6M |
| ROYAL BANK OF CANADA | New | 0 | 1.0M | +1.0M |
| Advisors Asset Management, Inc. | New | 0 | 903.9K | +903.9K |
| LPL Financial LLC | New | 0 | 863.1K | +863.1K |
| Cambridge Investment Research Advisors, Inc. | New | 0 | 549.6K | +549.6K |
| Cresset Asset Management, LLC | New | 0 | 536.2K | +536.2K |
| Saba Capital Management, L.P. | New | 0 | 490.8K | +490.8K |
| UBS Group AG | New | 0 | 478.4K | +478.4K |
| OSAIC HOLDINGS, INC. | New | 0 | 470.1K | +470.1K |
| Pathstone Holdings, LLC | New | 0 | 470.1K | +470.1K |
| Rockefeller Capital Management L.P. | New | 0 | 405.1K | +405.1K |
| AMERIPRISE FINANCIAL INC | New | 0 | 390.1K | +390.1K |
| WELLS FARGO & COMPANY/MN | New | 0 | 374.9K | +374.9K |
| RiverTree Advisors, LLC | New | 0 | 305.4K | +305.4K |
| FRANKLIN RESOURCES INC | New | 0 | 270.0K | +270.0K |
| ENVESTNET ASSET MANAGEMENT INC | New | 0 | 262.6K | +262.6K |
| Shaker Financial Services, LLC | New | 0 | 259.2K | +259.2K |
| ROMAN BUTLER FULLERTON & CO | New | 0 | 222.4K | +222.4K |
| PARK AVENUE SECURITIES LLC | New | 0 | 210.6K | +210.6K |
| WOLVERINE ASSET MANAGEMENT LLC | New | 0 | 165.6K | +165.6K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | New | 0 | 163.8K | +163.8K |
| FRANKLIN STREET ADVISORS INC /NC | New | 0 | 150.3K | +150.3K |
| Logan Stone Capital, LLC | New | 0 | 144.8K | +144.8K |
| Calamos Advisors LLC | New | 0 | 143.6K | +143.6K |
| Cetera Investment Advisers | New | 0 | 139.7K | +139.7K |
| STIFEL FINANCIAL CORP | New | 0 | 124.4K | +124.4K |
| Cohen Klingenstein LLC | New | 0 | 114.7K | +114.7K |
| Private Advisor Group, LLC | New | 0 | 109.0K | +109.0K |
| COHEN & STEERS, INC. | New | 0 | 105.0K | +105.0K |
| Steward Partners Investment Advisory, LLC | New | 0 | 103.7K | +103.7K |
| Arkadios Wealth Advisors | New | 0 | 97.2K | +97.2K |
| Indivisible Partners | New | 0 | 94.9K | +94.9K |
| D.A. DAVIDSON & CO. | New | 0 | 87.7K | +87.7K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | New | 0 | 85.0K | +85.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | New | 0 | 84.7K | +84.7K |
| TWO SIGMA INVESTMENTS, LP | New | 0 | 80.9K | +80.9K |
| PMG Family Office LLC | New | 0 | 72.6K | +72.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New | 0 | 71.0K | +71.0K |
| HighTower Advisors, LLC | New | 0 | 70.0K | +70.0K |
| one8zero8, LLC | New | 0 | 69.9K | +69.9K |
| WCG Wealth Advisors LLC | New | 0 | 69.8K | +69.8K |
| NewEdge Advisors, LLC | New | 0 | 61.2K | +61.2K |
| HARBOUR INVESTMENTS, INC. | New | 0 | 60.6K | +60.6K |
| Allworth Financial LP | New | 0 | 60.5K | +60.5K |
| Closed-End Fund Advisors, Inc. | New | 0 | 58.2K | +58.2K |
| PNC FINANCIAL SERVICES GROUP, INC. | New | 0 | 57.1K | +57.1K |
| Alteri Wealth LLC | New | 0 | 54.9K | +54.9K |
| Advisory Advocates, LLC | New | 0 | 54.7K | +54.7K |
| Joseph P. Lucia & Associates, LLC | New | 0 | 53.8K | +53.8K |
| Centurion Wealth Management LLC | New | 0 | 52.0K | +52.0K |
| Compound Planning, Inc. | New | 0 | 51.8K | +51.8K |
| Kovack Advisors, Inc. | New | 0 | 51.4K | +51.4K |
| Tiller Private Wealth, Inc. | New | 0 | 50.6K | +50.6K |
| Dakota Wealth Management | New | 0 | 50.0K | +50.0K |
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.