EATON VANCE T/M BUY-WRT INC (ETB) Top Institutional Shareholders
EATON VANCE T/M BUY-WRT INC (ETB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $88.56M in ETB holdings during the latest filing period.
Guggenheim Capital Llc is currently the largest disclosed institutional shareholder of ETB tracked by InsiderSet, reporting ownership valued at approximately $9.82M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $10.39M, representing an estimated gain of +5.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed ETB value among the investors covered in this analysis. Major shareholders include Guggenheim Capital Llc, Morgan Stanley, Shaker Financial Services, Llc, and several other long-term asset managers with concentrated positions in EATON VANCE T/M BUY-WRT INC (ETB).
This page ranks the largest institutional ETB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
89
Total Reported Value
$88.56M
Largest Holder
Guggenheim Capital Llc
Largest Position
$9.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
100
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Guggenheim Capital Llc | 0.08% | 680,729 | $9,816,112 | $10,394,732 | +$578,620 | +5.89% | |
| Morgan Stanley | 0.00% | 506,381 | $7,302,021 | $7,732,438 | +$430,417 | +5.89% | |
| Shaker Financial Services, Llc | 2.36% | 468,608 | $6,757,328 | $7,155,644 | +$398,316 | +5.89% | |
| Bank Of America Corp | 0.00% | 456,583 | $6,583,930 | $6,972,022 | +$388,092 | +5.89% | |
| Invesco Ltd. | 0.00% | 395,920 | $5,709,166 | $6,045,698 | +$336,532 | +5.89% | |
| Ubs Group Ag | 0.00% | 376,208 | $5,424,919 | $5,744,696 | +$319,777 | +5.89% | |
| Lpl Financial Llc | 0.00% | 334,080 | $4,817,431 | $5,101,402 | +$283,971 | +5.89% | |
| Cetera Investment Advisers | 0.00% | 302,650 | $4,364,217 | $4,621,466 | +$257,249 | +5.89% | |
| 1607 Capital Partners, Llc | 0.31% | 297,953 | $4,296,482 | $4,549,742 | +$253,260 | +5.89% | |
| Commonwealth Equity Services, Llc | 0.00% | 208,188 | $3,002,070 | $3,179,031 | +$176,961 | +5.89% | |
| Raymond James Financial Inc | 0.00% | 206,350 | $2,975,566 | $3,150,965 | +$175,399 | +5.89% | |
| Wells Fargo & Company/Mn | 0.00% | 200,944 | $2,897,612 | $3,068,415 | +$170,803 | +5.89% | |
| Osaic Holdings, Inc. | 0.00% | 150,552 | $2,171,017 | $2,298,929 | +$127,912 | +5.89% | |
| Envestnet Asset Management Inc | 0.00% | 126,525 | $1,824,484 | $1,932,037 | +$107,553 | +5.89% | |
| Destiny Wealth Partners, Llc | 0.19% | 119,355 | $1,721,099 | $1,822,551 | +$101,452 | +5.89% | |
| Ameriprise Financial Inc | 0.00% | 116,091 | $1,674,326 | $1,772,710 | +$98,384 | +5.88% | |
| Sims Investment Management, Llc | 0.53% | 100,475 | $1,448,850 | $1,534,253 | +$85,403 | +5.89% | |
| Wolverine Asset Management Llc | 0.02% | 94,372 | $1,360,844 | $1,441,060 | +$80,216 | +5.89% | |
| Pmg Family Office Llc | 1.23% | 76,140 | $1,097,939 | $1,162,658 | +$64,719 | +5.89% | |
| Meridian Wealth Management, Llc | 0.04% | 74,893 | $1,079,956 | $1,143,616 | +$63,660 | +5.89% | |
| Royal Bank Of Canada | 0.00% | 61,807 | $891,000 | $943,793 | +$52,793 | +5.93% | |
| Quartz Partners, Llc | 0.29% | 52,078 | $750,965 | $795,231 | +$44,266 | +5.89% | |
| Cfo4Life Group, Llc | 0.10% | 46,237 | $666,741 | $706,039 | +$39,298 | +5.89% | |
| Two Sigma Investments, Lp | 0.00% | 41,133 | $593,138 | $628,101 | +$34,963 | +5.89% | |
| Wcg Wealth Advisors Llc | 0.01% | 37,177 | $536,092 | $567,693 | +$31,601 | +5.89% | |
| D.A. Davidson & Co. | 0.00% | 34,228 | $493,568 | $522,662 | +$29,094 | +5.89% | |
| Keystone Financial Group | 0.03% | 28,150 | $405,923 | $429,851 | +$23,928 | +5.89% | |
| Mml Investors Services, Llc | 0.00% | 28,039 | $404,321 | $428,156 | +$23,835 | +5.89% | |
| Ameritas Advisory Services, Llc | 0.01% | 25,269 | $364,375 | $385,858 | +$21,483 | +5.90% | |
| Tyche Wealth Partners Llc | 0.05% | 24,634 | $355,215 | $376,161 | +$20,946 | +5.90% | |
| Somerset Trust Co | 0.10% | 23,446 | $338,091 | $358,020 | +$19,929 | +5.89% | |
| Highpoint Advisor Group Llc | 0.01% | 23,025 | $332,026 | $351,592 | +$19,566 | +5.89% | |
| Creative Planning | 0.00% | 20,121 | $290,145 | $307,248 | +$17,103 | +5.89% | |
| Fortitude Advisory Group L.L.C. | 0.12% | 19,241 | $277,460 | $293,810 | +$16,350 | +5.89% | |
| Allworth Financial Lp | 0.00% | 18,596 | $268,161 | $283,961 | +$15,800 | +5.89% | |
| Stifel Financial Corp | 0.00% | 17,470 | $251,937 | $266,767 | +$14,830 | +5.89% | |
| Focus Partners Advisor Solutions, Llc | 0.00% | 16,631 | $239,827 | $253,955 | +$14,128 | +5.89% | |
| Integrated Wealth Concepts Llc | 0.00% | 16,445 | $237,133 | $251,115 | +$13,982 | +5.90% | |
| Mgo One Seven Llc | 0.00% | 15,345 | $221,275 | $234,318 | +$13,043 | +5.89% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 15,325 | $220,989 | $234,013 | +$13,024 | +5.89% | |
| Cerity Partners Llc | 0.00% | 15,201 | $219,198 | $232,119 | +$12,921 | +5.89% | |
| Fifth Third Bancorp | 0.00% | 14,866 | $214,368 | $227,004 | +$12,636 | +5.89% | |
| Integrated Capital Management, Inc. | 0.14% | 14,739 | $212,530 | $225,065 | +$12,535 | +5.90% | |
| Jacobi Capital Management Llc | 0.01% | 14,327 | $206,595 | $218,773 | +$12,178 | +5.89% | |
| Stonebridge Capital Advisors Llc | 0.01% | 14,000 | $201,880 | $213,780 | +$11,900 | +5.89% | |
| Jane Street Group, Llc | 0.00% | 13,757 | $198,376 | $210,069 | +$11,693 | +5.89% | |
| Kestra Private Wealth Services, Llc | 0.00% | 13,524 | $195,016 | $206,511 | +$11,495 | +5.89% | |
| Assuredpartners Investment Advisors, Llc | 0.02% | 13,150 | $193,437 | $200,801 | +$7,364 | +3.81% | |
| Hightower Advisors, Llc | 0.00% | 12,821 | $184,879 | $195,777 | +$10,898 | +5.89% | |
| Essex Financial Services, Inc. | 0.01% | 12,650 | $182,413 | $193,166 | +$10,753 | +5.89% |
Frequently asked questions about ETB
Who owns the most ETB stock?
The largest holders of ETB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for EATON VANCE T/M BUY-WRT INC (ETB).
Is ETB widely held by superinvestors?
Many widely followed stocks like ETB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ETB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.