EATON VANCE T/M BUY-WRT INC (ETB) Institutional Ownership Changes & 13F Activity
EATON VANCE T/M BUY-WRT INC (ETB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Guggenheim Capital Llc, Ameriprise Financial Inc, Wolverine Asset Management Llc, and Wells Fargo & Company/Mn.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -391 | -0.3% | 126,134 | $1.96M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Sell | -5,713 | -34.7% | 10,732 | $166.78K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +24,628 | — | 24,628 | $382.72K | Q2 2026 | Sep 02, 2026 |
| Invesco Ltd. | Buy | +443,529 | — | 443,529 | $6.89M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +114,074 | — | 114,074 | $1.77M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +42,876 | +21.3% | 243,820 | $3.79M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +18,839 | — | 18,839 | $292.00K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +17,817 | +3.9% | 474,400 | $7.37M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Sell | -13,997 | -34.0% | 27,136 | $421.69K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +6,387 | +4.2% | 156,939 | $2.44M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +6,265 | +24.8% | 31,534 | $490.03K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +1,993 | +3.2% | 63,800 | $991.00K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +1,149 | +0.6% | 207,499 | $3.22M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +682 | +5.6% | 12,824 | $199.28K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +9,306 | +1.8% | 515,687 | $8.01M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +5,796 | +1.5% | 382,004 | $5.94M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +1,471 | +58.8% | 3,974 | $61.76K | Q2 2026 | Aug 13, 2026 |
| Guggenheim Capital Llc | Buy | +144,511 | +21.2% | 825,240 | $12.82M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +14,896 | — | 14,896 | $231.48K | Q2 2026 | Aug 12, 2026 |
| Summit Financial, Llc | Buy | +14,825 | — | 14,825 | $230.38K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -5,782 | -1.9% | 296,868 | $4.61M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +3,704 | +21.2% | 21,174 | $329.05K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +2,400 | — | 2,400 | $36.72K | Q2 2026 | Aug 12, 2026 |
| Cfo4Life Group, Llc | Buy | +849 | +1.8% | 47,086 | $731.72K | Q2 2026 | Aug 12, 2026 |
| Allworth Financial Lp | Sell | -12,615 | -67.8% | 5,981 | $92.94K | Q2 2026 | Aug 11, 2026 |
| Kilter Group Llc | Sell | -862 | -99.9% | 1 | $15.00 | Q2 2026 | Aug 11, 2026 |
| Shp Wealth Management | Buy | +200 | — | 200 | $3.11K | Q2 2026 | Aug 11, 2026 |
| Wolverine Asset Management Llc | Sell | -94,266 | -99.9% | 106 | $1.65K | Q2 2026 | Aug 10, 2026 |
| Quartz Partners, Llc | Buy | +3,127 | +6.0% | 55,205 | $857.89K | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | Buy | +875 | +100.0% | 1,750 | $27.20K | Q2 2026 | Aug 10, 2026 |
Frequently asked questions about ETB activity
Which institutional owners are buying ETB?
Institutional owners buying ETB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ETB activity?
"Buy" means an investor increased their reported position in ETB compared to the prior reporting period. This reflects growing exposure to EATON VANCE T/M BUY-WRT INC (ETB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ETB increasing?
Institutional interest in ETB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related ETB Institutional Insights
- ETB Overview
- ETB 13F Institutional Holders
- ETB Superinvestors
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- ETB Insider Trading & SEC Form 4 Activity
- ETB Articles
- Top Institutional Investor Stock Rankings