ETV Institutional Ownership & Shareholders
EATON VANCE T/M BUY-WRIT OPP (ETV) is currently held by 188 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $312.99M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of ETV tracked by InsiderSet, reporting ownership valued at approximately $27.84M 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 $26.77M, representing an estimated loss of -3.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed ETV value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Guggenheim Capital Llc, and several other long-term asset managers with concentrated positions in EATON VANCE T/M BUY-WRIT OPP (ETV).
This page ranks the largest institutional ETV 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
188
Total Reported Value
$312.99M
Largest Holder
Lpl Financial Llc
Largest Position
$27.84M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 1,871,053 | $27,841,265 | $26,774,768 | -$1,066,497 | -3.83% | |
| Morgan Stanley | 0.00% | 1,869,128 | $27,812,625 | $26,747,222 | -$1,065,403 | -3.83% | |
| Guggenheim Capital Llc | 0.14% | 1,457,304 | $21,684,684 | $20,854,020 | -$830,664 | -3.83% | |
| Invesco Ltd. | 0.00% | 1,445,729 | $21,512,448 | $20,688,382 | -$824,066 | -3.83% | |
| Raymond James Financial Inc | 0.00% | 1,169,365 | $17,400,157 | $16,733,613 | -$666,544 | -3.83% | |
| Paragon Financial Partners, Inc. | 7.67% | 973,129 | $14,266,074 | $13,925,476 | -$340,598 | -2.39% | |
| Bank Of America Corp | 0.00% | 671,347 | $9,989,637 | $9,606,976 | -$382,661 | -3.83% | |
| Balanced Wealth Group Llc | 2.90% | 617,433 | $9,187,403 | $8,835,466 | -$351,937 | -3.83% | |
| Principal Securities, Inc. | 0.11% | 591,357 | $8,799,390 | $8,462,319 | -$337,071 | -3.83% | |
| Wells Fargo & Company/Mn | 0.00% | 491,893 | $7,319,358 | $7,038,989 | -$280,369 | -3.83% | |
| Ameriprise Financial Inc | 0.00% | 482,971 | $7,188,442 | $6,911,315 | -$277,127 | -3.86% | |
| Ubs Group Ag | 0.00% | 467,155 | $6,951,267 | $6,684,988 | -$266,279 | -3.83% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 437,539 | $6,510,581 | $6,261,183 | -$249,398 | -3.83% | |
| Royal Bank Of Canada | 0.00% | 436,144 | $6,490,000 | $6,241,221 | -$248,779 | -3.83% | |
| Mml Investors Services, Llc | 0.01% | 434,339 | $6,462,968 | $6,215,391 | -$247,577 | -3.83% | |
| Cetera Investment Advisers | 0.01% | 407,816 | $6,068,300 | $5,835,847 | -$232,453 | -3.83% | |
| Osaic Holdings, Inc. | 0.01% | 396,176 | $5,895,437 | $5,669,279 | -$226,158 | -3.84% | |
| Sims Investment Management, Llc | 1.80% | 385,399 | $5,750,151 | $5,515,060 | -$235,091 | -4.09% | |
| Kingstone Capital Partners Texas, Llc | 2.49% | 314,746 | $4,683,423 | $4,504,015 | -$179,408 | -3.83% | |
| Envestnet Asset Management Inc | 0.00% | 309,082 | $4,599,133 | $4,422,963 | -$176,170 | -3.83% | |
| Commonwealth Equity Services, Llc | 0.00% | 263,007 | $3,913,542 | $3,763,630 | -$149,912 | -3.83% | |
| Focus Partners Wealth | 0.00% | 259,687 | $3,864,141 | $3,716,121 | -$148,020 | -3.83% | |
| Sharpepoint Llc | 1.63% | 218,139 | $3,245,911 | $3,121,569 | -$124,342 | -3.83% | |
| Thayer Partners, Llc / Ma | 1.32% | 213,499 | $3,176,858 | $3,055,171 | -$121,687 | -3.83% | |
| Beacon Pointe Advisors, Llc | 0.01% | 198,047 | $2,946,942 | $2,834,053 | -$112,889 | -3.83% | |
| Texas Capital Bank Wealth Management Services Inc | 0.15% | 183,717 | $2,733,709 | $2,628,990 | -$104,719 | -3.83% | |
| Emissary Wealth Llc | 1.98% | 174,295 | $2,593,510 | $2,494,161 | -$99,349 | -3.83% | |
| Rockefeller Capital Management L.P. | 0.00% | 144,974 | $2,157,213 | $2,074,578 | -$82,635 | -3.83% | |
| Naples Global Advisors, Llc | 0.12% | 133,413 | $1,985,186 | $1,909,140 | -$76,046 | -3.83% | |
| Outlook Wealth Advisors, Llc | 0.42% | 131,886 | $1,967,734 | $1,887,289 | -$80,445 | -4.09% | |
| Meridian Wealth Management, Llc | 0.06% | 127,068 | $1,890,773 | $1,818,343 | -$72,430 | -3.83% | |
| Advisory Advocates, Llc | 1.57% | 123,408 | $1,836,311 | $1,765,968 | -$70,343 | -3.83% | |
| Truist Financial Corp | 0.00% | 119,504 | $1,782,998 | $1,710,102 | -$72,896 | -4.09% | |
| Mutual Advisors, Llc | 0.03% | 119,705 | $1,781,216 | $1,712,979 | -$68,237 | -3.83% | |
| Ieq Capital, Llc | 0.01% | 110,696 | $1,647,158 | $1,584,060 | -$63,098 | -3.83% | |
| Private Advisor Group, Llc | 0.01% | 107,608 | $1,601,212 | $1,539,870 | -$61,342 | -3.83% | |
| Pmg Family Office Llc | 1.45% | 104,774 | $1,563,228 | $1,499,316 | -$63,912 | -4.09% | |
| Cohen & Steers, Inc. | 0.00% | 100,931 | $1,502,000 | $1,444,323 | -$57,677 | -3.84% | |
| Two Sigma Investments, Lp | 0.00% | 99,309 | $1,477,718 | $1,421,112 | -$56,606 | -3.83% | |
| Kestra Advisory Services, Llc | 0.00% | 95,968 | $1,428,001 | $1,373,302 | -$54,699 | -3.83% | |
| 1607 Capital Partners, Llc | 0.12% | 94,313 | $1,403,377 | $1,349,619 | -$53,758 | -3.83% | |
| Cresset Asset Management, Llc | 0.01% | 92,695 | $1,379,300 | $1,326,465 | -$52,835 | -3.83% | |
| Obermeyer Wealth Partners | 0.05% | 84,516 | $1,260,979 | $1,209,424 | -$51,555 | -4.09% | |
| Oppenheimer & Co Inc | 0.01% | 79,966 | $1,193,093 | $1,144,313 | -$48,780 | -4.09% | |
| Stifel Financial Corp | 0.00% | 78,280 | $1,164,808 | $1,120,187 | -$44,621 | -3.83% | |
| Newedge Advisors, Llc | 0.00% | 66,958 | $996,337 | $958,169 | -$38,168 | -3.83% | |
| Prospera Financial Services Inc | 0.01% | 66,563 | $990,540 | $952,517 | -$38,023 | -3.84% | |
| Janney Montgomery Scott Llc | 0.00% | 65,264 | $971,000 | $933,928 | -$37,072 | -3.82% | |
| Focus Financial Network, Inc. | 0.02% | 54,284 | $809,915 | $776,804 | -$33,111 | -4.09% | |
| Sanctuary Advisors, Llc | 0.00% | 51,187 | $761,670 | $732,486 | -$29,184 | -3.83% |
Frequently asked questions about ETV
Who are the largest institutional holders of ETV?
The largest institutional holders of ETV reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Guggenheim Capital Llc, Invesco Ltd., and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported ETV position.
What is ETV institutional ownership?
This page tracks ETV positions reported by institutional investment managers through SEC Form 13F. EATON VANCE T/M BUY-WRIT OPP (ETV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ETV?
InsiderSet currently tracks 188 institutional managers reporting ETV 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 ETV shareholders.
How much ETV stock do institutions own?
Institutional investment managers disclosed approximately $312.99M in ETV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ETV institutional ownership last updated?
The latest ETV 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 ETV 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 ETV position after the reporting date.
Are institutions buying or selling ETV?
Institutional buying and selling can be analyzed by comparing ETV positions across consecutive 13F reporting periods. InsiderSet's ETV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ETV ownership changes.
How has ETV institutional ownership changed over time?
InsiderSet tracks ETV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.