ETB Institutional Ownership & Shareholders
EATON VANCE T/M BUY-WRT INC (ETB) is currently held by 96 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $101.69M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Guggenheim Capital Llc is currently the largest disclosed institutional shareholder of ETB tracked by InsiderSet, reporting ownership valued at approximately $12.82M in its June 30, 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 $12.45M, representing an estimated loss of -2.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed ETB value among the investors covered in this analysis. Major shareholders include Guggenheim Capital Llc, Morgan Stanley, Bank Of America Corp, 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
96
Total Reported Value
$101.69M
Largest Holder
Guggenheim Capital Llc
Largest Position
$12.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
110
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% | 825,240 | $12,824,230 | $12,452,872 | -$371,358 | -2.90% | |
| Morgan Stanley | 0.00% | 515,687 | $8,013,788 | $7,781,717 | -$232,071 | -2.90% | |
| Bank Of America Corp | 0.00% | 474,400 | $7,372,173 | $7,158,696 | -$213,477 | -2.90% | |
| Invesco Ltd. | 0.00% | 443,529 | $6,892,441 | $6,692,853 | -$199,588 | -2.90% | |
| Shaker Financial Services, Llc | 2.26% | 447,139 | $6,854,641 | $6,747,328 | -$107,313 | -1.57% | |
| Ubs Group Ag | 0.00% | 382,004 | $5,936,343 | $5,764,440 | -$171,903 | -2.90% | |
| Lpl Financial Llc | 0.00% | 349,617 | $5,433,040 | $5,275,721 | -$157,319 | -2.90% | |
| 1607 Capital Partners, Llc | 0.40% | 297,953 | $4,630,190 | $4,496,111 | -$134,079 | -2.90% | |
| Cetera Investment Advisers | 0.00% | 296,868 | $4,613,333 | $4,479,738 | -$133,595 | -2.90% | |
| Wells Fargo & Company/Mn | 0.00% | 243,820 | $3,788,960 | $3,679,244 | -$109,716 | -2.90% | |
| Raymond James Financial Inc | 0.00% | 207,499 | $3,224,529 | $3,131,160 | -$93,369 | -2.90% | |
| Commonwealth Equity Services, Llc | 0.00% | 208,124 | $3,190,540 | $3,140,591 | -$49,949 | -1.57% | |
| Osaic Holdings, Inc. | 0.00% | 156,939 | $2,438,896 | $2,368,210 | -$70,686 | -2.90% | |
| Envestnet Asset Management Inc | 0.00% | 126,134 | $1,960,126 | $1,903,362 | -$56,764 | -2.90% | |
| Ameriprise Financial Inc | 0.00% | 114,074 | $1,772,717 | $1,721,377 | -$51,340 | -2.90% | |
| Advisors Asset Management, Inc. | 0.02% | 94,394 | $1,616,025 | $1,424,405 | -$191,620 | -11.86% | |
| Sims Investment Management, Llc | 0.48% | 100,475 | $1,540,282 | $1,516,168 | -$24,114 | -1.57% | |
| Meridian Wealth Management, Llc | 0.04% | 79,209 | $1,230,901 | $1,195,264 | -$35,637 | -2.90% | |
| Pmg Family Office Llc | 1.10% | 77,613 | $1,189,807 | $1,171,180 | -$18,627 | -1.57% | |
| Cohen & Steers, Inc. | 0.00% | 70,963 | $1,103,000 | $1,070,832 | -$32,168 | -2.92% | |
| Wolverine Asset Management Llc | 0.01% | 70,155 | $1,075,476 | $1,058,639 | -$16,837 | -1.57% | |
| Royal Bank Of Canada | 0.00% | 63,800 | $991,000 | $962,742 | -$28,258 | -2.85% | |
| Quartz Partners, Llc | 0.28% | 55,205 | $857,886 | $833,043 | -$24,843 | -2.90% | |
| Janney Montgomery Scott Llc | 0.00% | 52,807 | $821,000 | $796,858 | -$24,142 | -2.94% | |
| Cfo4Life Group, Llc | 0.10% | 47,086 | $731,718 | $710,528 | -$21,190 | -2.90% | |
| Wcg Wealth Advisors Llc | 0.01% | 37,177 | $577,731 | $561,001 | -$16,730 | -2.90% | |
| D.A. Davidson & Co. | 0.00% | 34,228 | $524,715 | $516,501 | -$8,214 | -1.57% | |
| Mml Investors Services, Llc | 0.00% | 31,907 | $495,828 | $481,477 | -$14,351 | -2.89% | |
| Ameritas Advisory Services, Llc | 0.01% | 31,534 | $490,034 | $475,848 | -$14,186 | -2.89% | |
| Keystone Financial Group | 0.03% | 28,150 | $437,451 | $424,784 | -$12,668 | -2.90% | |
| Two Sigma Investments, Lp | 0.00% | 27,136 | $421,693 | $409,482 | -$12,211 | -2.90% | |
| Tyche Wealth Partners Llc | 0.05% | 24,650 | $383,058 | $371,969 | -$11,090 | -2.89% | |
| Citadel Advisors Llc | 0.00% | 24,628 | $382,719 | $371,637 | -$11,082 | -2.90% | |
| Somerset Trust Co | 0.10% | 23,446 | $359,427 | $353,800 | -$5,627 | -1.57% | |
| Highpoint Advisor Group Llc | 0.01% | 23,037 | $357,998 | $347,628 | -$10,370 | -2.90% | |
| Fortitude Advisory Group L.L.C. | 0.13% | 21,785 | $333,969 | $328,736 | -$5,233 | -1.57% | |
| Stifel Financial Corp | 0.00% | 21,174 | $329,053 | $319,516 | -$9,537 | -2.90% | |
| Vsm Wealth Advisory, Llc | 0.08% | 20,451 | $317,809 | $308,606 | -$9,203 | -2.90% | |
| Hrt Financial Lp | 0.00% | 18,839 | $292,000 | $284,281 | -$7,719 | -2.64% | |
| Pekin Hardy Strauss, Inc. | 0.03% | 18,627 | $285,551 | $281,081 | -$4,470 | -1.57% | |
| Creative Planning | 0.00% | 16,188 | $248,162 | $244,277 | -$3,885 | -1.57% | |
| Cerity Partners Llc | 0.00% | 15,201 | $236,224 | $229,383 | -$6,841 | -2.90% | |
| Mgo One Seven Llc | 0.00% | 15,358 | $235,432 | $231,752 | -$3,680 | -1.56% | |
| Newedge Advisors, Llc | 0.00% | 14,896 | $231,484 | $224,781 | -$6,703 | -2.90% | |
| Fifth Third Bancorp | 0.00% | 14,866 | $231,018 | $224,328 | -$6,690 | -2.90% | |
| Summit Financial, Llc | 0.00% | 14,825 | $230,381 | $223,709 | -$6,672 | -2.90% | |
| Jacobi Capital Management Llc | 0.01% | 14,566 | $226,353 | $219,801 | -$6,552 | -2.89% | |
| Stonebridge Capital Advisors Llc | 0.01% | 14,000 | $217,560 | $211,260 | -$6,300 | -2.90% | |
| Kestra Private Wealth Services, Llc | 0.00% | 13,479 | $206,633 | $203,398 | -$3,235 | -1.57% | |
| Focus Partners Advisor Solutions, Llc | 0.00% | 13,159 | $204,491 | $198,569 | -$5,922 | -2.90% |
Frequently asked questions about ETB
Who are the largest institutional holders of ETB?
The largest institutional holders of ETB reported in the latest SEC Form 13F filings include Guggenheim Capital Llc, Morgan Stanley, Bank Of America Corp, Invesco Ltd., and Shaker Financial Services, Llc. InsiderSet ranks institutional holders by their latest reported ETB position.
What is ETB institutional ownership?
This page tracks ETB positions reported by institutional investment managers through SEC Form 13F. EATON VANCE T/M BUY-WRT INC (ETB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ETB?
InsiderSet currently tracks 96 institutional managers reporting ETB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ETB shareholders.
How much ETB stock do institutions own?
Institutional investment managers disclosed approximately $101.69M in ETB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ETB institutional ownership last updated?
The latest ETB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ETB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ETB position after the reporting date.
Are institutions buying or selling ETB?
Institutional buying and selling can be analyzed by comparing ETB positions across consecutive 13F reporting periods. InsiderSet's ETB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ETB ownership changes.
How has ETB institutional ownership changed over time?
InsiderSet tracks ETB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.