Eaton Vance TAX Mnged BUY WR (ETB): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of ETB (all 13F filers)
- Guggenheim Capital825 KType not verified+145 K
- Morgan Stanley516 KBank or trading desk+9,306
- Bank of America474 KBank or trading desk+18 K
- Invesco444 KInvestment firm+48 K
- Shaker Financial Services438 KType not verified−31 K
- UBS Group382 KBank or trading desk+5,796
- LPL Financial350 KWealth adviser+16 K
- 1607 Capital Partners298 KType not verified0
- Cetera Investment Advisers297 KWealth adviser−5,782
- Wells Fargo244 KBank or trading desk+43 K
- Shares
- 825 K
- Change
- +145 K
See more
- Type
- Type not verified
- Value
- $12.8M
- Shares
- 516 K
- Change
- +9,306
See more
- Type
- Bank or trading desk
- Value
- $8.0M
- Shares
- 474 K
- Change
- +18 K
See more
- Type
- Bank or trading desk
- Value
- $7.4M
- Shares
- 444 K
- Change
- +48 K
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- Type
- Investment firm
- Value
- $6.9M
- Shaker Financial Services
- Shares
- 438 K
- Change
- −31 K
See more
- Type
- Type not verified
- Value
- $6.8M
- Shares
- 382 K
- Change
- +5,796
See more
- Type
- Bank or trading desk
- Value
- $5.9M
- Shares
- 350 K
- Change
- +16 K
See more
- Type
- Wealth adviser
- Value
- $5.4M
- Shares
- 298 K
- Change
- 0
See more
- Type
- Type not verified
- Value
- $4.6M
- Shares
- 297 K
- Change
- −5,782
See more
- Type
- Wealth adviser
- Value
- $4.6M
- Shares
- 244 K
- Change
- +43 K
See more
- Type
- Bank or trading desk
- Value
- $3.8M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.
No recent filings.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗