Eaton Vance Tax-managed Buy- (ETV): 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
1 concentrated manager holds it with a median weight of 0.0%.
Quarter flow (concentrated managers)
Change in managers (1 → 1): 0 opened · 0 exited = 0
Net flow in the quarter: $0K (0 shares) · bought $0 and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- YCG$167K0.0%
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of ETV (all 13F filers)
- LPL Financial1.9 MWealth adviser+152 K
- Morgan Stanley1.9 MBank or trading desk+65 K
- Guggenheim Capital1.5 MType not verified+122 K
- Invesco1.4 MInvestment firm−34 K
- Raymond James Financial1.2 MWealth adviser+16 K
- Paragon Financial Partners973 KType not verified−21 K
- Bank of America671 KBank or trading desk−48 K
- Balanced Wealth Group617 KWealth adviser+10 K
- Principal Securities591 KType not verified−24 K
- Wells Fargo492 KBank or trading desk+55 K
- Shares
- 1.9 M
- Change
- +152 K
See more
- Type
- Wealth adviser
- Value
- $27.8M
- Shares
- 1.9 M
- Change
- +65 K
See more
- Type
- Bank or trading desk
- Value
- $27.8M
- Shares
- 1.5 M
- Change
- +122 K
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- Type
- Type not verified
- Value
- $21.7M
- Shares
- 1.4 M
- Change
- −34 K
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- Type
- Investment firm
- Value
- $21.5M
- Shares
- 1.2 M
- Change
- +16 K
See more
- Type
- Wealth adviser
- Value
- $17.4M
- Paragon Financial Partners
- Shares
- 973 K
- Change
- −21 K
See more
- Type
- Type not verified
- Value
- $14.3M
- Shares
- 671 K
- Change
- −48 K
See more
- Type
- Bank or trading desk
- Value
- $10.0M
- Balanced Wealth Group
- Shares
- 617 K
- Change
- +10 K
See more
- Type
- Wealth adviser
- Value
- $9.2M
- Shares
- 591 K
- Change
- −24 K
See more
- Type
- Type not verified
- Value
- $8.8M
- Shares
- 492 K
- Change
- +55 K
See more
- Type
- Bank or trading desk
- Value
- $7.3M
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 ↗