Vault-13

EATON VANCE TAX MNGED BUY WR ETB

COM · Closed-End Fund · CUSIP 27828X100

89 institutional holders -4 vs Q1 2025
6,244,3206.2m shares reported held*
$90.2mreported value*
9 new 30 added 22 reduced 13 sold out net sold ≈ $1.3m (-89.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $14.44.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 71Q4 22: 81Q1 23: 76Q2 23: 76Q3 23: 81Q4 23: 87Q1 24: 88Q2 24: 90Q3 24: 87Q4 24: 91Q1 25: 93Q2 25: 8989Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202271
Q4 202281
Q1 202376
Q2 202376
Q3 202381
Q4 202387
Q1 202488
Q2 202490
Q3 202487
Q4 202491
Q1 202593
Q2 202589

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 23: 34 bought or addedQ3 23: 25 cut or sold outQ4 23: 36 bought or addedQ4 23: 29 cut or sold outQ4 23Q1 24: 44 bought or addedQ1 24: 27 cut or sold outQ2 24: 32 bought or addedQ2 24: 34 cut or sold outQ2 24Q3 24: 37 bought or addedQ3 24: 25 cut or sold outQ4 24: 37 bought or addedQ4 24: 24 cut or sold outQ4 24Q1 25: 35 bought or addedQ1 25: 33 cut or sold outQ2 25: 39 bought or addedQ2 25: 35 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233425
Q4 20233629
Q1 20244427
Q2 20243234
Q3 20243725
Q4 20243724
Q1 20253533
Q2 20253935

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +145,724+145.7k
ROYAL BANK OF CANADA Added +89,841+89.8k
LPL Financial LLC Added +41,986+42.0k
TWO SIGMA INVESTMENTS, LP New +40,366+40.4k
AMERIPRISE FINANCIAL INC Added +26,277+26.3k
Somerset Trust Co New +23,446+23.4k
OSAIC HOLDINGS, INC. Added +21,664+21.7k
MORGAN STANLEY Added +18,681+18.7k
Focus Partners Advisor Solutions, LLC New +16,602+16.6k
Invesco Ltd. Added +16,237+16.2k

Biggest sellers

WOLVERINE ASSET MANAGEMENT LLC Reduced -153,464-153.5k
Integrated Wealth Concepts LLC Reduced -94,990-95.0k
IHT Wealth Management, LLC Sold out -77,097-77.1k
Advisors Asset Management, Inc. Reduced -72,466-72.5k
GUGGENHEIM CAPITAL LLC Reduced -40,330-40.3k
READYSTATE ASSET MANAGEMENT LP Sold out -29,607-29.6k
TOWNSQUARE CAPITAL LLC Sold out -24,620-24.6k
ROBINSON CAPITAL MANAGEMENT, LLC Sold out -23,016-23.0k
XTX Topco Ltd Sold out -16,492-16.5k
Shaker Financial Services, LLC Reduced -15,535-15.5k

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Shaker Financial Services, LLC 2.82% of their portfolio Arlington, VA 538,006538.0k $7.8m $7.8m 2.82% Reduced -15.5k -15,535
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 501,581501.6k $7.2m $7.2m 0.00% Added +18.7k +18,681
3 GUGGENHEIM CAPITAL LLC 0.06% of their portfolio CHICAGO, IL 480,293480.3k $6.9m $6.9m 0.06% Reduced -40.3k -40,330
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 464,271464.3k $6.7m $6.7m 0.00% Added +145.7k +145,724
5 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 393,744393.7k $5.7m $5.7m 0.00% Added +16.2k +16,237
6 UBS Group AG 0.00% of their portfolio ZURICH, V8 361,921361.9k $5.2m $5.2m 0.00% Added +3.6k +3,599
7 1607 Capital Partners, LLC 0.35% of their portfolio Richmond, VA 301,388301.4k $4.4m $4.4m 0.35% Reduced -10.4k -10,389
8 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 292,396292.4k $4.2m $4.2m 0.01% Added +4.8k +4,822
9 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 282,975283.0k $4.1m $4.1m 0.01% Added +21.7k +21,664
10 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 224,472224.5k $3.2m $3.2m 0.00% Reduced -2.2k -2,152
11 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 204,986205.0k $3.0m $3.0m 0.00% Reduced -4.4k -4,379
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 180,972181.0k $2.6m $2.6m 0.00% Added +89.8k +89,841
13 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 166,698166.7k $2.4m $2.4m 0.00% Added +133 +133
14 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 154,963155.0k $2.2m $2.2m 0.00% Unchanged
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 136,890136.9k $2.0m $2.0m 0.00% Added +42.0k +41,986
16 Advisors Asset Management, Inc. 0.03% of their portfolio Monument, CO 131,652131.7k $1.9m $1.9m 0.03% Reduced -72.5k -72,466
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 124,403124.4k $1.8m $1.8m 0.00% Added +957 +957
18 SIMS INVESTMENT MANAGEMENT, LLC 0.58% of their portfolio CINCINNATI, OH 100,600100.6k $1.5m $1.5m 0.58% Reduced -125 -125
19 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 92,12792.1k $1.3m $1.3m 0.00% Added +26.3k +26,277
20 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 78,94978.9k $1.1m $1.1m 0.01% Reduced -2.1k -2,134
21 Meridian Wealth Management, LLC 0.04% of their portfolio LEXINGTON, KY 63,63563.6k $918.9k $918.9k 0.04% Added +6.3k +6,339
22 CFO4Life Group, LLC 0.14% of their portfolio COPPELL, TX 60,57060.6k $874.6k $874.6k 0.14% Added +1.3k +1,256
23 WOLVERINE ASSET MANAGEMENT LLC 0.01% of their portfolio CHICAGO, IL 47,92047.9k $692.0k $692.0k 0.01% Reduced -153.5k -153,464
24 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 47,79747.8k $690.0k $690.0k 0.00% Reduced -2.3k -2,312
25 Quartz Partners, LLC 0.31% of their portfolio SARATOGA SPRINGS, NY 46,96747.0k $678.2k $678.2k 0.31% Added +2.9k +2,940
26 Cornerstone Advisors, LLC 0.02% of their portfolio ASHEVILLE, NC 46,95147.0k $678.0k $678.0k 0.02% Added +763 +763
27 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 40,36640.4k $582.9k $582.9k 0.00% New
28 WCG Wealth Advisors LLC 0.04% of their portfolio LAS VEGAS, NV 37,76937.8k $545.4k $545.4k 0.04% Added +14.8k +14,812
29 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 30,94630.9k $446.9k $446.9k 0.00% Unchanged
30 Tyche Wealth Partners LLC 0.08% of their portfolio PLANO, TX 29,01129.0k $418.9k $418.9k 0.08% Added +16 +16
31 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 28,40228.4k $410.0k $410.0k 0.00% Added +463 +463
32 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 26,57726.6k $384.0k $384.0k 0.00% Reduced -10.8k -10,786
33 Somerset Trust Co 0.11% of their portfolio SOMERSET, PA 23,44623.4k $338.6k $338.6k 0.11% New
34 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 22,74522.7k $328.4k $328.4k 0.01% Added +6.0k +6,000
35 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 19,85319.9k $286.7k $286.7k 0.01% Reduced -12.4k -12,428
36 Fortitude Advisory Group L.L.C. 0.16% of their portfolio GIG HARBOR, WA 19,24119.2k $277.8k $277.8k 0.16% Unchanged
37 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 18,68318.7k $269.8k $269.8k 0.00% Added +14.9k +14,857
38 SAGE RHINO CAPITAL LLC 0.06% of their portfolio MENLO PARK, CA 18,50018.5k $267.1k $267.1k 0.06% Reduced -4.5k -4,500
39 ASHTON THOMAS SECURITIES, LLC 0.06% of their portfolio ROCHESTER, NY 17,70017.7k $255.6k $255.6k 0.06% Unchanged
40 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 17,59617.6k $254.1k $254.1k 0.00% Reduced -576 -576
41 Focus Partners Advisor Solutions, LLC 0.00% of their portfolio SAINT LOUIS, MO 16,60216.6k $239.7k $239.7k 0.00% New
42 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 15,91815.9k $229.9k $229.9k 0.00% Added +2.1k +2,097
43 COMERICA BANK 0.00% of their portfolio DALLAS, TX 15,86615.9k $229.1k $229.1k 0.00% Unchanged
44 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 15,23415.2k $220.0k $220.0k 0.00% Reduced -37 -37
45 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 15,16815.2k $219.0k $219.0k 0.00% Unchanged
46 INTEGRATED CAPITAL MANAGEMENT, INC. 0.17% of their portfolio JESSUP, PA 15,08215.1k $217.8k $217.8k 0.17% Added +400 +400
47 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 14,75014.8k $213.0k $213.0k 0.00% New
48 Jacobi Capital Management LLC 0.01% of their portfolio PITTSTON, PA 14,64614.6k $211.5k $211.5k 0.01% Reduced -1.5k -1,455
49 Graypoint LLC 0.01% of their portfolio Albany, NY 14,20114.2k $205.1k $205.1k 0.01% Unchanged
50 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 14,09914.1k $203.6k $203.6k 0.00% Added +166 +166
51 Stonebridge Capital Advisors LLC 0.02% of their portfolio ST PAUL, MN 14,00014.0k $202.2k $202.2k 0.02% Unchanged
52 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 13,81013.8k $199.4k $199.4k 0.00% First filing
53 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 13,16013.2k $190.0k $190.0k 0.00% Unchanged
54 Essex Financial Services, Inc. 0.01% of their portfolio ESSEX, CT 12,65012.7k $182.7k $182.7k 0.01% Unchanged
55 Wealth Advisors of Tampa Bay, LLC 0.07% of their portfolio TAMPA, FL 12,50012.5k $180.5k $180.5k 0.07% Reduced -1.5k -1,466
56 Burford Brothers, Inc. 0.08% of their portfolio DALLAS, TX 12,50012.5k $180.5k $180.5k 0.08% Unchanged
57 King Wealth Management Group 0.02% of their portfolio SARATOGA SPRINGS, NY 12,29212.3k $177.0k $177.0k 0.02% Reduced -1.2k -1,171
58 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 11,47811.5k $165.7k $165.7k 0.00% Reduced -95.0k -94,990
59 Intrua Financial, LLC 0.02% of their portfolio Houston, TX 11,26111.3k $162.6k $162.6k 0.02% New
60 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 10,89210.9k $157.3k $157.3k 0.00% Added +168 +168
61 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 10,89010.9k $158.3k $158.3k 0.00% Unchanged
62 Claro Advisors Inc. 0.03% of their portfolio BOSTON, MA 10,60410.6k $153.1k $153.1k 0.03% Reduced -1.9k -1,878
63 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 8,0008.0k $115.5k $115.5k 0.00% Added +425 +425
64 VSM Wealth Advisory, LLC 0.04% of their portfolio HUNT VALLEY, MD 7,4697.5k $107.9k $107.9k 0.04% Added +115 +115
65 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 7,4447.4k $107.5k $107.5k 0.00% Unchanged
66 Gould Capital, LLC 0.07% of their portfolio TACOMA, WA 7,4267.4k $107.2k $107.2k 0.07% Added +1.1k +1,073
67 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 4,7454.7k $68.5k $68.5k 0.00% Added +4.6k +4,620
68 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,7274.7k $68.3k $68.3k 0.00% Reduced -500 -500
69 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 3,4003.4k $49.1k $49.1k 0.00% Unchanged
70 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 3,3623.4k $48.5k $48.5k 0.00% Added +33 +33
71 Princeton Global Asset Management LLC 0.01% of their portfolio PRINCETON, NJ 2,8132.8k $40.6k $40.6k 0.01% Unchanged
72 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 2,6202.6k $37.8k $37.8k 0.00% Added +11 +11
73 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 2,5132.5k $36.3k $36.3k 0.00% Unchanged
74 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,2102.2k $31.9k $31.9k 0.00% New
75 Quarry LP 0.01% of their portfolio NEW YORK, NY 1,8561.9k $26.8k $26.8k 0.01% New
76 NFSG Corp 0.00% of their portfolio BOCA RATON, FL 1,7621.8k $25.4k $25.4k 0.00% New
77 Kessler Investment Group, LLC 0.01% of their portfolio COLUMBUS, IN 1,2651.3k $18.3k $18.3k 0.01% Unchanged
78 Cape Investment Advisory, Inc. 0.01% of their portfolio MCDONOUGH, GA 1,0541.1k $15.2k $15.2k 0.01% Unchanged
79 BROWN, LISLE/CUMMINGS, INC. 0.00% of their portfolio PROVIDENCE, RI 954954 $13.8k $13.8k 0.00% Unchanged
80 CWM, LLC 0.00% of their portfolio OMAHA, NE 885885 $13.0k $13.0k 0.00% Unchanged
81 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 875875 $12.6k $12.6k 0.00% New
82 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 800800 $11.6k $11.6k 0.00% Unchanged
83 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 800800 $11.6k $11.6k 0.00% Unchanged
84 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 619619 $8.9k $8.9k 0.00% Reduced -4.0k -4,030
85 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 500500 $7.2k $7.2k 0.00% Unchanged
86 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 330330 $4.8k $4.8k 0.00% Unchanged
87 HHM Wealth Advisors, LLC 0.00% of their portfolio CHATTANOOGA, TN 225225 $3.2k $3.2k 0.00% Unchanged
88 Vermillion & White Wealth Management Group, LLC 0.00% of their portfolio PHOENIXVILLE, PA 101101 $1.5k $1.5k 0.00% Unchanged
89 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged