ETW Institutional Ownership & Shareholders
EATON VANCE T/M GLBL BUY-WR (ETW) is currently held by 172 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $246.67M 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 ETW tracked by InsiderSet, reporting ownership valued at approximately $21.93M 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 $21.23M, representing an estimated loss of -3.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed ETW value among the investors covered in this analysis. Major shareholders include Guggenheim Capital Llc, 1607 Capital Partners, Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in EATON VANCE T/M GLBL BUY-WR (ETW).
This page ranks the largest institutional ETW 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
172
Total Reported Value
$246.67M
Largest Holder
Guggenheim Capital Llc
Largest Position
$21.93M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Guggenheim Capital Llc | 0.14% | 2,274,928 | $21,930,306 | $21,225,078 | -$705,228 | -3.22% | |
| 1607 Capital Partners, Llc | 1.84% | 2,196,365 | $21,172,959 | $20,492,085 | -$680,874 | -3.22% | |
| Bank Of America Corp | 0.00% | 2,087,980 | $20,128,129 | $19,480,853 | -$647,276 | -3.22% | |
| Morgan Stanley | 0.00% | 2,053,674 | $19,797,426 | $19,160,778 | -$636,648 | -3.22% | |
| Raymond James Financial Inc | 0.00% | 1,757,063 | $16,938,081 | $16,393,398 | -$544,683 | -3.22% | |
| Invesco Ltd. | 0.00% | 1,683,576 | $16,229,673 | $15,707,764 | -$521,909 | -3.22% | |
| Karpus Management, Inc. | 0.45% | 1,616,305 | $15,581,180 | $15,080,126 | -$501,054 | -3.22% | |
| Royal Bank Of Canada | 0.00% | 1,022,731 | $9,859,000 | $9,542,080 | -$316,920 | -3.21% | |
| Lpl Financial Llc | 0.00% | 863,063 | $8,319,931 | $8,052,378 | -$267,553 | -3.22% | |
| Advisors Asset Management, Inc. | 0.08% | 473,687 | $5,300,558 | $4,419,500 | -$881,058 | -16.62% | |
| Cresset Asset Management, Llc | 0.02% | 536,208 | $5,169,049 | $5,002,821 | -$166,228 | -3.22% | |
| Pathstone Holdings, Llc | 0.02% | 567,864 | $4,985,845 | $5,298,171 | +$312,326 | +6.26% | |
| Saba Capital Management, L.P. | 0.14% | 490,828 | $4,731,582 | $4,579,425 | -$152,157 | -3.22% | |
| Ubs Group Ag | 0.00% | 478,434 | $4,612,104 | $4,463,789 | -$148,315 | -3.22% | |
| Osaic Holdings, Inc. | 0.01% | 470,113 | $4,532,052 | $4,386,154 | -$145,898 | -3.22% | |
| Rockefeller Capital Management L.P. | 0.01% | 405,104 | $3,905,212 | $3,779,620 | -$125,592 | -3.22% | |
| Ameriprise Financial Inc | 0.00% | 390,092 | $3,760,482 | $3,639,558 | -$120,924 | -3.22% | |
| Wells Fargo & Company/Mn | 0.00% | 374,914 | $3,614,165 | $3,497,948 | -$116,217 | -3.22% | |
| Rivertree Advisors, Llc | 1.85% | 327,022 | $3,106,707 | $3,051,115 | -$55,592 | -1.79% | |
| Envestnet Asset Management Inc | 0.00% | 262,557 | $2,531,049 | $2,449,657 | -$81,392 | -3.22% | |
| Roman Butler Fullerton & Co | 0.48% | 223,416 | $2,095,643 | $2,084,471 | -$11,172 | -0.53% | |
| Wolverine Asset Management Llc | 0.02% | 165,563 | $1,596,027 | $1,544,703 | -$51,324 | -3.22% | |
| Shaker Financial Services, Llc | 0.52% | 167,447 | $1,590,747 | $1,562,281 | -$28,466 | -1.79% | |
| International Assets Investment Management, Llc | 0.09% | 20,000 | $1,509,833 | $186,600 | -$1,323,233 | -87.64% | |
| Franklin Street Advisors Inc | 0.08% | 158,264 | $1,503,511 | $1,476,603 | -$26,908 | -1.79% | |
| Logan Stone Capital, Llc | 0.29% | 144,751 | $1,395,400 | $1,350,527 | -$44,873 | -3.22% | |
| Calamos Advisors Llc | 0.01% | 143,639 | $1,384,680 | $1,340,152 | -$44,528 | -3.22% | |
| Cetera Investment Advisers | 0.00% | 139,718 | $1,346,884 | $1,303,569 | -$43,315 | -3.22% | |
| Stifel Financial Corp | 0.00% | 124,449 | $1,199,683 | $1,161,109 | -$38,574 | -3.22% | |
| Cohen Klingenstein Llc | 0.03% | 114,690 | $1,089,555 | $1,070,058 | -$19,497 | -1.79% | |
| Private Advisor Group, Llc | 0.00% | 108,978 | $1,050,547 | $1,016,765 | -$33,782 | -3.22% | |
| Cohen & Steers, Inc. | 0.00% | 105,000 | $1,012,000 | $979,650 | -$32,350 | -3.20% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 103,728 | $999,938 | $967,782 | -$32,156 | -3.22% | |
| D.A. Davidson & Co. | 0.01% | 98,929 | $939,826 | $923,008 | -$16,818 | -1.79% | |
| Arkadios Wealth Advisors | 0.01% | 97,214 | $937,144 | $907,007 | -$30,137 | -3.22% | |
| Blue Bell Private Wealth Management, Llc | 0.11% | 93,020 | $883,690 | $867,877 | -$15,813 | -1.79% | |
| Indivisible Partners | 0.04% | 89,416 | $849,454 | $834,251 | -$15,203 | -1.79% | |
| Commonwealth Equity Services, Llc | 0.00% | 84,712 | $816,620 | $790,363 | -$26,257 | -3.22% | |
| Two Sigma Investments, Lp | 0.00% | 80,946 | $780,319 | $755,226 | -$25,093 | -3.22% | |
| Pmg Family Office Llc | 0.64% | 72,707 | $690,717 | $678,356 | -$12,361 | -1.79% | |
| One8Zero8, Llc | 0.13% | 69,900 | $673,836 | $652,167 | -$21,669 | -3.22% | |
| Wcg Wealth Advisors Llc | 0.02% | 69,767 | $672,554 | $650,926 | -$21,628 | -3.22% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 69,874 | $666,598 | $651,924 | -$14,674 | -2.20% | |
| Newedge Advisors, Llc | 0.00% | 61,212 | $590,080 | $571,108 | -$18,972 | -3.22% | |
| Harbour Investments, Inc. | 0.01% | 60,577 | $583,966 | $565,183 | -$18,783 | -3.22% | |
| Allworth Financial Lp | 0.00% | 60,456 | $582,793 | $564,054 | -$18,739 | -3.22% | |
| Oppenheimer & Co Inc | 0.01% | 61,289 | $582,246 | $571,826 | -$10,420 | -1.79% | |
| Closed-End Fund Advisors, Inc. | 0.55% | 58,226 | $561,299 | $543,249 | -$18,050 | -3.22% | |
| Joseph P. Lucia & Associates, Llc | 0.16% | 57,044 | $541,920 | $532,221 | -$9,699 | -1.79% | |
| Alteri Wealth Llc | 0.15% | 54,885 | $529,091 | $512,077 | -$17,014 | -3.22% |
Frequently asked questions about ETW
Who are the largest institutional holders of ETW?
The largest institutional holders of ETW reported in the latest SEC Form 13F filings include Guggenheim Capital Llc, 1607 Capital Partners, Llc, Bank Of America Corp, Morgan Stanley, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported ETW position.
What is ETW institutional ownership?
This page tracks ETW positions reported by institutional investment managers through SEC Form 13F. EATON VANCE T/M GLBL BUY-WR (ETW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ETW?
InsiderSet currently tracks 172 institutional managers reporting ETW 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 ETW shareholders.
How much ETW stock do institutions own?
Institutional investment managers disclosed approximately $246.67M in ETW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ETW institutional ownership last updated?
The latest ETW 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 ETW 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 ETW position after the reporting date.
Are institutions buying or selling ETW?
Institutional buying and selling can be analyzed by comparing ETW positions across consecutive 13F reporting periods. InsiderSet's ETW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ETW ownership changes.
How has ETW institutional ownership changed over time?
InsiderSet tracks ETW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.