Vault-13

EATON VANCE TAX MNGED BUY WR ETB

COM · Closed-End Fund · CUSIP 27828X100

95 institutional holders +3 vs Q1 2026
6,545,5026.5m shares reported held*
$101.7mreported value*
9 new 37 added 18 reduced 6 sold out net bought ≈ $2.1m (+133.2k 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 ≈ $15.54.

Trends to Q2 2026

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: 89Q3 25: 86Q4 25: 88Q1 26: 92Q2 26: 9595Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q3 202586
Q4 202588
Q1 202692
Q2 202695

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q3 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 25Q3 25: 37 bought or addedQ3 25: 29 cut or sold outQ4 25: 37 bought or addedQ4 25: 36 cut or sold outQ4 25Q1 26: 45 bought or addedQ1 26: 26 cut or sold outQ2 26: 46 bought or addedQ2 26: 24 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243725
Q4 20243724
Q1 20253533
Q2 20253935
Q3 20253729
Q4 20253736
Q1 20264526
Q2 20264624

Biggest buyers

GUGGENHEIM CAPITAL LLC Added +144,511+144.5k
Invesco Ltd. Added +47,609+47.6k
WELLS FARGO & COMPANY/MN Added +42,876+42.9k
Cambridge Investment Research Advisors, Inc. Added +26,571+26.6k
CITADEL ADVISORS LLC New +24,628+24.6k
HRT FINANCIAL LP New +18,839+18.8k
BANK OF AMERICA CORP /DE/ Added +17,817+17.8k
LPL Financial LLC Added +15,537+15.5k
Summit Financial, LLC New +14,825+14.8k
NewEdge Advisors, LLC Added +13,300+13.3k

Biggest sellers

Destiny Wealth Partners, LLC Sold out -119,355-119.4k
WOLVERINE ASSET MANAGEMENT LLC Reduced -94,266-94.3k
Shaker Financial Services, LLC Reduced -30,779-30.8k
TWO SIGMA INVESTMENTS, LP Reduced -13,997-14.0k
JANE STREET GROUP, LLC Sold out -13,757-13.8k
Allworth Financial LP Reduced -12,615-12.6k
Cetera Investment Advisers Reduced -5,782-5.8k
Integrated Wealth Concepts LLC Reduced -4,557-4.6k
Focus Partners Advisor Solutions, LLC Reduced -3,472-3.5k
MAI Capital Management Sold out -3,400-3.4k

Insider purchases and sales since 1 Apr 2026

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 since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GUGGENHEIM CAPITAL LLC 0.08% of their portfolio CHICAGO, IL 825,240825.2k $12.8m $12.8m 0.08% Added +144.5k +144,511
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 515,687515.7k $8.0m $8.0m 0.00% Added +9.3k +9,306
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 474,400474.4k $7.4m $7.4m 0.00% Added +17.8k +17,817
4 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 443,529443.5k $6.9m $6.9m 0.00% Added +47.6k +47,609
5 Shaker Financial Services, LLC 2.13% of their portfolio Arlington, VA 437,829437.8k $6.8m $6.8m 2.13% Reduced -30.8k -30,779
6 UBS Group AG 0.00% of their portfolio ZURICH, V8 382,004382.0k $5.9m $5.9m 0.00% Added +5.8k +5,796
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 349,617349.6k $5.4m $5.4m 0.00% Added +15.5k +15,537
8 1607 Capital Partners, LLC 0.40% of their portfolio Richmond, VA 297,953298.0k $4.6m $4.6m 0.40% Unchanged
9 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 296,868296.9k $4.6m $4.6m 0.00% Reduced -5.8k -5,782
10 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 243,820243.8k $3.8m $3.8m 0.00% Added +42.9k +42,876
11 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 207,858207.9k $3.2m $3.2m 0.00% Reduced -330 -330
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 207,499207.5k $3.2m $3.2m 0.00% Added +1.1k +1,149
13 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 156,939156.9k $2.4m $2.4m 0.00% Added +6.4k +6,387
14 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 126,134126.1k $2.0m $2.0m 0.00% Reduced -391 -391
15 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 114,074114.1k $1.8m $1.8m 0.00% Reduced -2.0k -2,017
16 SIMS INVESTMENT MANAGEMENT, LLC 0.48% of their portfolio CINCINNATI, OH 100,475100.5k $1.6m $1.6m 0.48% Unchanged
17 Meridian Wealth Management, LLC 0.04% of their portfolio LEXINGTON, KY 79,20979.2k $1.2m $1.2m 0.04% Added +4.3k +4,316
18 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 78,41078.4k $1.2m $1.2m 0.01% Reduced -1.5k -1,454
19 PMG Family Office LLC 1.11% of their portfolio PLANO, TX 77,74177.7k $1.2m $1.2m 1.11% Added +1.6k +1,601
20 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 70,96371.0k $1.1m $1.1m 0.00% Unchanged
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 63,80063.8k $991.0k $991.0k 0.00% Added +2.0k +1,993
22 Quartz Partners, LLC 0.28% of their portfolio SARATOGA SPRINGS, NY 55,20555.2k $857.9k $857.9k 0.28% Added +3.1k +3,127
23 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 53,27253.3k $828.0k $828.0k 0.00% Added +26.6k +26,571
24 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 52,80752.8k $821.0k $821.0k 0.00% Added +2.1k +2,108
25 CFO4Life Group, LLC 0.10% of their portfolio COPPELL, TX 47,08647.1k $731.7k $731.7k 0.10% Added +849 +849
26 WCG Wealth Advisors LLC 0.01% of their portfolio LAS VEGAS, NV 37,17737.2k $577.7k $577.7k 0.01% Unchanged
27 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 34,22834.2k $531.9k $531.9k 0.00% Unchanged
28 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 31,90731.9k $495.8k $495.8k 0.00% Added +3.9k +3,868
29 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 31,53431.5k $490.0k $490.0k 0.01% Added +6.3k +6,265
30 Keystone Financial Group 0.03% of their portfolio LEXINGTON, KY 28,15028.1k $437.5k $437.5k 0.03% Unchanged
31 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 27,13627.1k $421.7k $421.7k 0.00% Reduced -14.0k -13,997
32 Tyche Wealth Partners LLC 0.05% of their portfolio PLANO, TX 24,65024.6k $383.1k $383.1k 0.05% Added +16 +16
33 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 24,62824.6k $382.7k $382.7k 0.00% New
34 Somerset Trust Co 0.10% of their portfolio SOMERSET, PA 23,44623.4k $364.4k $364.4k 0.10% Unchanged
35 HighPoint Advisor Group LLC 0.01% of their portfolio DOWNERS GROVE, IL 23,03723.0k $358.0k $358.0k 0.01% Added +12 +12
36 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 21,17421.2k $329.1k $329.1k 0.00% Added +3.7k +3,704
37 VSM Wealth Advisory, LLC 0.08% of their portfolio HUNT VALLEY, MD 20,45120.5k $317.8k $317.8k 0.08% Added +12.7k +12,687
38 Fortitude Advisory Group L.L.C. 0.11% of their portfolio GIG HARBOR, WA 19,24119.2k $299.0k $299.0k 0.11% Unchanged
39 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 18,83918.8k $292.0k $292.0k 0.00% New
40 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 18,18818.2k $282.6k $282.6k 0.00% Reduced -1.9k -1,933
41 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 16,12716.1k $250.6k $250.6k 0.00% Added +802 +802
42 Stonebridge Financial Group, LLC/CA 0.03% of their portfolio SAN RAFAEL, CA 15,96016.0k $248.0k $248.0k 0.03% First filing
43 MGO ONE SEVEN LLC 0.00% of their portfolio Beachwood, OH 15,34515.3k $238.5k $238.5k 0.00% Unchanged
44 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 15,20115.2k $236.2k $236.2k 0.00% Unchanged
45 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 14,89614.9k $231.5k $231.5k 0.00% Added +13.3k +13,300
46 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 14,86614.9k $231.0k $231.0k 0.00% Unchanged
47 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 14,82514.8k $230.4k $230.4k 0.00% New
48 Jacobi Capital Management LLC 0.01% of their portfolio PITTSTON, PA 14,56614.6k $226.4k $226.4k 0.01% Added +239 +239
49 Stonebridge Capital Advisors LLC 0.01% of their portfolio ST PAUL, MN 14,00014.0k $217.6k $217.6k 0.01% Unchanged
50 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 13,52413.5k $210.2k $210.2k 0.00% Unchanged
51 Focus Partners Advisor Solutions, LLC 0.00% of their portfolio SAINT LOUIS, MO 13,15913.2k $204.5k $204.5k 0.00% Reduced -3.5k -3,472
52 INTEGRATED CAPITAL MANAGEMENT, INC. 0.14% of their portfolio JESSUP, PA 13,15113.2k $204.4k $204.4k 0.14% Reduced -1.6k -1,588
53 AssuredPartners Investment Advisors, LLC 0.02% of their portfolio Tampa, FL 13,15013.2k $204.4k $204.4k 0.02% Unchanged
54 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 12,86612.9k $199.9k $199.9k 0.00% First filing
55 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 12,82412.8k $199.3k $199.3k 0.00% Added +682 +682
56 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 12,82112.8k $199.2k $199.2k 0.00% Unchanged
57 Essex Financial Services, Inc. 0.01% of their portfolio ESSEX, CT 12,65012.7k $196.6k $196.6k 0.01% Unchanged
58 Burford Brothers, Inc. 0.07% of their portfolio DALLAS, TX 12,50012.5k $194.2k $194.2k 0.07% Unchanged
59 King Wealth Management Group 0.02% of their portfolio SARATOGA SPRINGS, NY 11,98112.0k $186.0k $186.0k 0.02% Reduced -196 -196
60 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 11,91011.9k $185.1k $185.1k 0.00% Unchanged
61 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 11,88811.9k $184.7k $184.7k 0.00% Reduced -4.6k -4,557
62 Founders Financial Alliance, LLC 0.02% of their portfolio RALEIGH, NC 11,72711.7k $182.2k $182.2k 0.02% Added +44 +44
63 Intrua Financial, LLC 0.02% of their portfolio Houston, TX 11,62611.6k $180.7k $180.7k 0.02% Added +92 +92
64 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 11,54211.5k $179.4k $179.4k 0.00% Added +165 +165
65 SAGE RHINO CAPITAL LLC 0.03% of their portfolio MENLO PARK, CA 10,00010.0k $155.4k $155.4k 0.03% Unchanged
66 Gould Capital, LLC 0.08% of their portfolio TACOMA, WA 9,0959.1k $141.3k $141.3k 0.08% Added +1.6k +1,577
67 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 8,0008.0k $124.3k $124.3k 0.00% Unchanged
68 HOLLENCREST CAPITAL MANAGEMENT 0.01% of their portfolio NEWPORT BEACH, CA 7,4447.4k $115.7k $115.7k 0.01% Unchanged
69 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 5,9816.0k $92.9k $92.9k 0.00% Reduced -12.6k -12,615
70 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 5,1625.2k $80.2k $80.2k 0.00% Added +34 +34
71 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 3,9744.0k $61.8k $61.8k 0.00% Added +1.5k +1,471
72 Creative Capital Management Investments LLC 0.01% of their portfolio SAN DIEGO, CA 3,5563.6k $55.3k $55.3k 0.01% New
73 HORIZON FINANCIAL SERVICES, LLC 0.02% of their portfolio WINSTON SALEM, NC 3,1003.1k $48.2k $48.2k 0.02% New
74 Princeton Global Asset Management LLC 0.01% of their portfolio PRINCETON, NJ 2,7102.7k $42.1k $42.1k 0.01% Reduced -103 -103
75 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 2,5132.5k $39.1k $39.1k 0.00% Unchanged
76 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,4002.4k $36.7k $36.7k 0.00% Added +1.5k +1,522
77 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,2102.2k $34.3k $34.3k 0.00% Reduced -1.0k -1,000
78 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 2,1182.1k $32.9k $32.9k 0.00% Unchanged
79 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 1,7501.8k $27.2k $27.2k 0.00% Added +875 +875
80 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,5721.6k $24.4k $24.4k 0.00% Reduced -634 -634
81 Arlington Trust Co LLC 0.00% of their portfolio BIRMINGHAM, AL 1,2391.2k $19.3k $19.3k 0.00% Unchanged
82 Cape Investment Advisory, Inc. 0.00% of their portfolio MCDONOUGH, GA 1,0541.1k $16.4k $16.4k 0.00% New
83 Quent Capital, LLC 0.00% of their portfolio NEW YORK, NY 1,0001.0k $15.5k $15.5k 0.00% New
84 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 800800 $12.3k $12.3k 0.00% Unchanged
85 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 750750 $12.0k $12.0k 0.00% Unchanged
86 Axiom Investment Management LLC 0.01% of their portfolio NEW YORK, NY 707707 $11.0k $11.0k 0.01% Added +108 +108
87 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 660660 $10.3k $10.3k 0.00% Added +10 +10
88 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 619619 $9.6k $9.6k 0.00% Unchanged
89 Continuum Advisory, LLC 0.00% of their portfolio EAGLE, ID 540540 $8.4k $8.4k 0.00% New
90 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 500500 $7.8k $7.8k 0.00% Unchanged
91 HHM Wealth Advisors, LLC 0.00% of their portfolio CHATTANOOGA, TN 231231 $3.6k $3.6k 0.00% Added +4 +4
92 SHP Wealth Management 0.00% of their portfolio PLYMOUTH, MA 200200 $3.1k $3.1k 0.00% New
93 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 200200 $3.1k $3.1k 0.00% Unchanged
94 WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio CHICAGO, IL 106106 $1.6k $1.6k 0.00% Reduced -94.3k -94,266
95 Kilter Group LLC 0.00% of their portfolio RHINEBECK, NY 11 $15 $15 0.00% Reduced -862 -862