EATON VANCE T/M BUY-WRIT OPP (ETV) Top Institutional Shareholders

EATON VANCE T/M BUY-WRIT OPP (ETV) 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 $292.70M in ETV holdings during the latest filing period.

Morgan Stanley is currently the largest disclosed institutional shareholder of ETV tracked by InsiderSet, reporting ownership valued at approximately $24.67M 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 $26.56M, representing an estimated gain of +7.68% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed ETV value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Invesco Ltd., 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

179

Total Reported Value

$292.70M

Largest Holder

Morgan Stanley

Largest Position

$24.67M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

183

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Morgan Stanley0.00%1,804,529$24,667,923$26,562,667+$1,894,744+7.68%
Lpl Financial Llc0.01%1,719,182$23,501,216$25,306,359+$1,805,143+7.68%
Invesco Ltd.0.00%1,479,632$20,226,569$21,780,183+$1,553,614+7.68%
Guggenheim Capital Llc0.15%1,335,358$18,254,344$19,656,470+$1,402,126+7.68%
Raymond James Financial Inc0.00%1,153,522$15,768,641$16,979,844+$1,211,203+7.68%
Paragon Financial Partners, Inc.8.22%994,107$14,474,193$14,633,255+$159,062+1.10%
Bank Of America Corp0.00%719,814$9,839,862$10,595,662+$755,800+7.68%
Principal Securities, Inc.0.12%615,740$8,417,167$9,063,693+$646,526+7.68%
Balanced Wealth Group Llc2.97%606,954$8,297,064$8,934,363+$637,299+7.68%
Ubs Group Ag0.00%525,837$7,188,192$7,740,321+$552,129+7.68%
Envestnet Asset Management Inc0.00%467,759$6,394,262$6,885,412+$491,150+7.68%
Ameriprise Financial Inc0.00%452,782$6,189,530$6,664,951+$475,421+7.68%
Wells Fargo & Company/Mn0.00%436,537$5,967,460$6,425,825+$458,365+7.68%
Royal Bank Of Canada0.00%430,543$5,886,000$6,337,593+$451,593+7.67%
Steward Partners Investment Advisory, Llc0.03%423,531$5,789,667$6,234,376+$444,709+7.68%
Mml Investors Services, Llc0.02%399,182$5,456,820$5,875,959+$419,139+7.68%
Sims Investment Management, Llc1.95%387,929$5,302,989$5,710,315+$407,326+7.68%
Osaic Holdings, Inc.0.01%362,457$4,955,049$5,335,367+$380,318+7.68%
Cetera Investment Advisers0.00%340,066$4,648,699$5,005,772+$357,073+7.68%
Truist Financial Corp0.01%317,449$4,339,525$4,672,849+$333,324+7.68%
Kingstone Capital Partners Texas, Llc2.59%307,504$4,204,000$4,526,459+$322,459+7.67%
Franklin Resources Inc0.00%297,695$4,069,491$4,382,070+$312,579+7.68%
Commonwealth Equity Services, Llc0.01%267,092$3,651,150$3,931,594+$280,444+7.68%
Wolverine Asset Management Llc0.05%255,669$3,494,995$3,763,448+$268,453+7.68%
Advisors Asset Management, Inc.0.06%247,876$3,388,465$3,648,735+$260,270+7.68%
Focus Partners Wealth0.00%241,942$3,307,356$3,561,386+$254,030+7.68%
Advisory Advocates, Llc1.55%219,176$3,069,302$3,226,271+$156,969+5.11%
Thayer Partners, Llc / Ma1.34%205,433$2,808,272$3,023,974+$215,702+7.68%
Sharpepoint Llc1.63%199,934$2,733,094$2,943,028+$209,934+7.68%
Beacon Pointe Advisors, Llc0.01%195,722$2,675,514$2,881,028+$205,514+7.68%
Emissary Wealth Llc2.16%168,822$2,307,797$2,485,060+$177,263+7.68%
Texas Capital Bank Wealth Management Services Inc0.13%159,923$2,186,147$2,354,067+$167,920+7.68%
Naples Global Advisors, Llc0.13%130,413$1,782,746$1,919,679+$136,933+7.68%
Rockefeller Capital Management L.P.0.00%127,700$1,745,663$1,879,744+$134,081+7.68%
Outlook Wealth Advisors, Llc0.40%119,966$1,639,931$1,765,900+$125,969+7.68%
Ieq Capital, Llc0.01%112,965$1,544,238$1,662,845+$118,607+7.68%
Mutual Advisors, Llc0.03%109,492$1,496,762$1,611,722+$114,960+7.68%
Pmg Family Office Llc1.57%102,840$1,405,823$1,513,805+$107,982+7.68%
Two Sigma Investments, Lp0.00%99,309$1,357,554$1,461,828+$104,274+7.68%
Mariner, Llc0.00%97,656$1,334,960$1,437,496+$102,536+7.68%
Meridian Wealth Management, Llc0.05%96,023$1,312,641$1,413,459+$100,818+7.68%
1607 Capital Partners, Llc0.09%94,313$1,289,259$1,388,287+$99,028+7.68%
Cresset Asset Management, Llc0.01%90,839$1,241,774$1,337,150+$95,376+7.68%
Private Advisor Group, Llc0.01%84,222$1,151,312$1,239,748+$88,436+7.68%
Obermeyer Wealth Partners0.05%81,633$1,115,923$1,201,638+$85,715+7.68%
Stifel Financial Corp0.00%78,641$1,075,010$1,157,596+$82,586+7.68%
Kestra Advisory Services, Llc0.00%70,651$965,804$1,039,983+$74,179+7.68%
Oppenheimer & Co Inc0.01%66,049$902,890$972,241+$69,351+7.68%
Curi Capital, Llc0.02%64,998$888,530$956,771+$68,241+7.68%
Prospera Financial Services Inc0.01%60,669$829,414$893,048+$63,634+7.67%

Frequently asked questions about ETV

  • Who owns the most ETV stock?

    The largest holders of ETV 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-WRIT OPP (ETV).

  • Is ETV widely held by superinvestors?

    Many widely followed stocks like ETV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ETV 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.