EATON VANCE MUNI INC 2028 TM (ETX) Top Institutional Shareholders
EATON VANCE MUNI INC 2028 TM (ETX) 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 $44.59M in ETX holdings during the latest filing period.
Rockefeller Capital Management L.P. is currently the largest disclosed institutional shareholder of ETX tracked by InsiderSet, reporting ownership valued at approximately $10.17M 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 $10.41M, representing an estimated gain of +2.40% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed ETX value among the investors covered in this analysis. Major shareholders include Rockefeller Capital Management L.P., Morgan Stanley, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in EATON VANCE MUNI INC 2028 TM (ETX).
This page ranks the largest institutional ETX 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
41
Total Reported Value
$44.59M
Largest Holder
Rockefeller Capital Management L.P.
Largest Position
$10.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
44
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 0.02% | 553,739 | $10,166,648 | $10,410,293 | +$243,645 | +2.40% | |
| Morgan Stanley | 0.00% | 427,737 | $7,853,251 | $8,041,456 | +$188,205 | +2.40% | |
| Raymond James Financial Inc | 0.00% | 234,712 | $4,309,307 | $4,412,586 | +$103,279 | +2.40% | |
| Ubs Group Ag | 0.00% | 141,701 | $2,601,630 | $2,663,979 | +$62,349 | +2.40% | |
| Bank Of America Corp | 0.00% | 133,244 | $2,446,367 | $2,504,987 | +$58,620 | +2.40% | |
| Lpl Financial Llc | 0.00% | 132,380 | $2,430,499 | $2,488,744 | +$58,245 | +2.40% | |
| Wells Fargo & Company/Mn | 0.00% | 108,947 | $2,000,277 | $2,048,204 | +$47,927 | +2.40% | |
| Corient Private Wealth Llc | 0.00% | 71,423 | $1,311,322 | $1,342,752 | +$31,430 | +2.40% | |
| Sanctuary Advisors, Llc | 0.01% | 64,015 | $1,175,315 | $1,203,482 | +$28,167 | +2.40% | |
| Focused Alpha, Llc | 0.26% | 46,417 | $852,212 | $872,640 | +$20,428 | +2.40% | |
| Mgo One Seven Llc | 0.01% | 40,515 | $743,855 | $761,682 | +$17,827 | +2.40% | |
| Commonwealth Equity Services, Llc | 0.00% | 40,234 | $738,690 | $756,399 | +$17,709 | +2.40% | |
| Merit Financial Group, Llc | 0.01% | 38,142 | $700,286 | $717,070 | +$16,784 | +2.40% | |
| Royal Bank Of Canada | 0.00% | 34,900 | $641,000 | $656,120 | +$15,120 | +2.36% | |
| Truist Financial Corp | 0.00% | 31,496 | $578,264 | $592,125 | +$13,861 | +2.40% | |
| Stifel Financial Corp | 0.00% | 31,210 | $573,015 | $586,748 | +$13,733 | +2.40% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 26,921 | $494,270 | $506,115 | +$11,845 | +2.40% | |
| Invesco Ltd. | 0.00% | 24,848 | $456,209 | $467,142 | +$10,933 | +2.40% | |
| U.S. Capital Wealth Advisors, Llc | 0.01% | 23,928 | $439,318 | $449,846 | +$10,528 | +2.40% | |
| Walter & Keenan Wealth Management Llc | 0.11% | 21,875 | $401,625 | $411,250 | +$9,625 | +2.40% | |
| Stronghold Wealth Management L.L.C. | 0.56% | 20,197 | $370,817 | $379,704 | +$8,887 | +2.40% | |
| Osaic Holdings, Inc. | 0.00% | 20,030 | $367,747 | $376,564 | +$8,817 | +2.40% | |
| Kestra Advisory Services, Llc | 0.00% | 19,184 | $352,225 | $360,659 | +$8,434 | +2.39% | |
| Mutual Advisors, Llc | 0.01% | 18,583 | $341,184 | $349,360 | +$8,176 | +2.40% | |
| Aviance Capital Partners, Llc | 0.04% | 17,047 | $312,985 | $320,484 | +$7,499 | +2.40% | |
| Ameriprise Financial Inc | 0.00% | 15,928 | $292,441 | $299,446 | +$7,005 | +2.40% | |
| Melfa Wealth Management, Inc. | 0.16% | 15,372 | $282,222 | $288,994 | +$6,772 | +2.40% | |
| Integrated Wealth Concepts Llc | 0.00% | 14,392 | $264,228 | $270,570 | +$6,342 | +2.40% | |
| Anchor Investment Management, Llc | 0.02% | 13,400 | $246,024 | $251,920 | +$5,896 | +2.40% | |
| World Investment Advisors | 0.00% | 12,388 | $227,453 | $232,894 | +$5,441 | +2.39% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 11,336 | $208,129 | $213,117 | +$4,988 | +2.40% | |
| Clark Capital Management Group, Inc. | 0.00% | 10,000 | $183,600 | $188,000 | +$4,400 | +2.40% | |
| Farmers & Merchants Investments Inc | 0.00% | 7,000 | $128,520 | $131,600 | +$3,080 | +2.40% | |
| Center For Financial Planning, Inc. | 0.00% | 1,920 | $35,252 | $36,096 | +$844 | +2.39% | |
| Colonial Trust Co / Sc | 0.00% | 1,500 | $27,540 | $28,200 | +$660 | +2.40% | |
| Rothschild Investment Llc | 0.00% | 806 | $14,798 | $15,153 | +$355 | +2.40% | |
| Us Bancorp \De\ | 0.00% | 700 | $12,852 | $13,160 | +$308 | +2.40% | |
| Pnc Financial Services Group, Inc. | 0.00% | 370 | $6,793 | $6,956 | +$163 | +2.40% | |
| Noble Wealth Management Pbc | 0.00% | 316 | $5,797 | $5,941 | +$144 | +2.48% | |
| Hara Capital Llc | 0.00% | 44 | $808 | $827 | +$19 | +2.38% | |
| Huntington National Bank | 0.00% | 1 | $18 | $19 | +$1 | +4.44% |
Frequently asked questions about ETX
Who owns the most ETX stock?
The largest holders of ETX 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 MUNI INC 2028 TM (ETX).
Is ETX widely held by superinvestors?
Many widely followed stocks like ETX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ETX 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.