Vault-13

EATON VANCE TAX-MANAGED BUY- ETV

COM · Closed-End Fund · CUSIP 27828Y108

193 institutional holders +11 vs Q1 2026
22,645,43122.6m shares reported held*
$336.8mreported value*
21 new 69 added 44 reduced 12 sold out net bought ≈ $7.1m (+480.7k 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 ≈ $14.87.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 147Q4 22: 153Q1 23: 147Q2 23: 150Q3 23: 151Q4 23: 161Q1 24: 153Q2 24: 158Q3 24: 167Q4 24: 179Q1 25: 179Q2 25: 187Q3 25: 185Q4 25: 184Q1 26: 182Q2 26: 193193Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022147
Q4 2022153
Q1 2023147
Q2 2023150
Q3 2023151
Q4 2023161
Q1 2024153
Q2 2024158
Q3 2024167
Q4 2024179
Q1 2025179
Q2 2025187
Q3 2025185
Q4 2025184
Q1 2026182
Q2 2026193

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 78 bought or addedQ3 24: 52 cut or sold outQ4 24: 68 bought or addedQ4 24: 54 cut or sold outQ4 24Q1 25: 71 bought or addedQ1 25: 66 cut or sold outQ2 25: 82 bought or addedQ2 25: 68 cut or sold outQ2 25Q3 25: 75 bought or addedQ3 25: 58 cut or sold outQ4 25: 81 bought or addedQ4 25: 68 cut or sold outQ4 25Q1 26: 83 bought or addedQ1 26: 66 cut or sold outQ2 26: 90 bought or addedQ2 26: 56 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20247852
Q4 20246854
Q1 20257166
Q2 20258268
Q3 20257558
Q4 20258168
Q1 20268366
Q2 20269056

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +278,008+278.0k
LPL Financial LLC Added +151,871+151.9k
GUGGENHEIM CAPITAL LLC Added +121,946+121.9k
Cetera Investment Advisers Added +67,750+67.8k
MORGAN STANLEY Added +64,599+64.6k
WELLS FARGO & COMPANY/MN Added +55,356+55.4k
Choate Investment Advisors New +45,000+45.0k
Advisors Asset Management, Inc. Added +40,931+40.9k
IHT Wealth Management, LLC New +39,500+39.5k
EP Wealth Advisors, LLC New +38,473+38.5k

Biggest sellers

WOLVERINE ASSET MANAGEMENT LLC Sold out -255,669-255.7k
ENVESTNET ASSET MANAGEMENT INC Reduced -158,677-158.7k
TRUIST FINANCIAL CORP Reduced -152,354-152.4k
Mariner, LLC Reduced -84,921-84.9k
UBS Group AG Reduced -58,682-58.7k
BANK OF AMERICA CORP /DE/ Reduced -48,467-48.5k
Invesco Ltd. Reduced -33,903-33.9k
GAMCO INVESTORS, INC. ET AL Sold out -32,815-32.8k
Calamos Advisors LLC Reduced -31,609-31.6k
PRINCIPAL SECURITIES, INC. Reduced -24,383-24.4k

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 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,871,0531.9m $27.8m $27.8m 0.01% Added +151.9k +151,871
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,869,1281.9m $27.8m $27.8m 0.00% Added +64.6k +64,599
3 GUGGENHEIM CAPITAL LLC 0.14% of their portfolio CHICAGO, IL 1,457,3041.5m $21.7m $21.7m 0.14% Added +121.9k +121,946
4 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 1,445,7291.4m $21.5m $21.5m 0.00% Reduced -33.9k -33,903
5 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 1,169,3651.2m $17.4m $17.4m 0.00% Added +15.8k +15,843
6 PARAGON FINANCIAL PARTNERS, INC. 7.67% of their portfolio WOODLAND HILLS, CA 973,129973.1k $14.3m $14.3m 7.67% Reduced -21.0k -20,978
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 671,347671.3k $10.0m $10.0m 0.00% Reduced -48.5k -48,467
8 BALANCED WEALTH GROUP LLC 2.90% of their portfolio WESTLAKE, OH 617,433617.4k $9.2m $9.2m 2.90% Added +10.5k +10,479
9 PRINCIPAL SECURITIES, INC. 0.11% of their portfolio DES MOINES, IA 591,357591.4k $8.8m $8.8m 0.11% Reduced -24.4k -24,383
10 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 537,374537.4k $8.0m $8.0m 0.01% Added +278.0k +278,008
11 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 491,893491.9k $7.3m $7.3m 0.00% Added +55.4k +55,356
12 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 482,971483.0k $7.2m $7.2m 0.00% Added +30.2k +30,189
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 467,155467.2k $7.0m $7.0m 0.00% Reduced -58.7k -58,682
14 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 437,539437.5k $6.5m $6.5m 0.03% Added +14.0k +14,008
15 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 436,144436.1k $6.5m $6.5m 0.00% Added +5.6k +5,601
16 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 434,339434.3k $6.5m $6.5m 0.01% Added +35.2k +35,157
17 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 407,816407.8k $6.1m $6.1m 0.01% Added +67.8k +67,750
18 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 396,176396.2k $5.9m $5.9m 0.01% Added +33.7k +33,719
19 SIMS INVESTMENT MANAGEMENT, LLC 1.78% of their portfolio CINCINNATI, OH 386,085386.1k $5.7m $5.7m 1.78% Reduced -1.8k -1,844
20 Kingstone Capital Partners Texas, LLC 2.49% of their portfolio FRISCO, TX 314,746314.7k $4.7m $4.7m 2.49% Added +7.2k +7,242
21 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 309,082309.1k $4.6m $4.6m 0.00% Reduced -158.7k -158,677
22 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 301,867301.9k $4.5m $4.5m 0.00% Added +4.2k +4,172
23 Advisors Asset Management, Inc. 0.07% of their portfolio Monument, CO 288,807288.8k $4.3m $4.3m 0.07% Added +40.9k +40,931
24 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 263,007263.0k $3.9m $3.9m 0.00% Reduced -4.1k -4,085
25 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 259,687259.7k $3.9m $3.9m 0.00% Added +17.7k +17,745
26 SHARPEPOINT LLC 1.63% of their portfolio PHOENIX, AZ 218,139218.1k $3.2m $3.2m 1.63% Added +18.2k +18,205
27 Thayer Partners, LLC / MA 1.32% of their portfolio WYNDMOOR, PA 213,499213.5k $3.2m $3.2m 1.32% Added +8.1k +8,066
28 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 198,047198.0k $2.9m $2.9m 0.01% Added +2.3k +2,325
29 Texas Capital Bank Wealth Management Services Inc 0.15% of their portfolio Dallas, TX 183,717183.7k $2.7m $2.7m 0.15% Added +23.8k +23,794
30 Advisory Solutions Group, LLC 0.89% of their portfolio PLYMOUTH, MN 175,159175.2k $2.6m $2.6m 0.89% First filing
31 Emissary Wealth LLC 1.98% of their portfolio HACKENSACK, NJ 174,295174.3k $2.6m $2.6m 1.98% Added +5.5k +5,473
32 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 165,095165.1k $2.5m $2.5m 0.00% Reduced -152.4k -152,354
33 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 146,965147.0k $2.2m $2.2m 0.01% Added +2.7k +2,710
34 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 144,974145.0k $2.2m $2.2m 0.00% Added +17.3k +17,274
35 NAPLES GLOBAL ADVISORS, LLC 0.12% of their portfolio NAPLES, FL 133,413133.4k $2.0m $2.0m 0.12% Added +3.0k +3,000
36 Meridian Wealth Management, LLC 0.06% of their portfolio LEXINGTON, KY 127,068127.1k $1.9m $1.9m 0.06% Added +31.0k +31,045
37 Advisory Advocates, LLC 1.57% of their portfolio GRAND RAPIDS, MI 123,408123.4k $1.8m $1.8m 1.57% Added +10.3k +10,270
38 Outlook Wealth Advisors, LLC 0.39% of their portfolio SHENANDOAH, TX 120,224120.2k $1.8m $1.8m 0.39% Added +258 +258
39 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 119,705119.7k $1.8m $1.8m 0.03% Added +10.2k +10,213
40 IEQ CAPITAL, LLC 0.01% of their portfolio Foster City, CA 110,696110.7k $1.6m $1.6m 0.01% Reduced -2.3k -2,269
41 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 107,608107.6k $1.6m $1.6m 0.01% Added +23.4k +23,386
42 PMG Family Office LLC 1.43% of their portfolio PLANO, TX 104,440104.4k $1.6m $1.6m 1.43% Added +1.6k +1,600
43 WEDBUSH SECURITIES INC 0.04% of their portfolio PASADENA, CA 101,844101.8k $1.5m $1.5m 0.04% Reduced -713 -713
44 Obermeyer Wealth Partners 0.06% of their portfolio ASPEN, CO 101,069101.1k $1.5m $1.5m 0.06% Added +19.4k +19,436
45 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 100,931100.9k $1.5m $1.5m 0.00% Unchanged
46 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 99,30999.3k $1.5m $1.5m 0.00% Unchanged
47 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 95,96896.0k $1.4m $1.4m 0.00% Added +25.3k +25,317
48 1607 Capital Partners, LLC 0.12% of their portfolio Richmond, VA 94,31394.3k $1.4m $1.4m 0.12% Unchanged
49 Cresset Asset Management, LLC 0.01% of their portfolio Chicago, IL 92,69592.7k $1.4m $1.4m 0.01% Added +1.9k +1,856
50 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 78,28078.3k $1.2m $1.2m 0.00% Reduced -361 -361
51 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 66,95867.0k $996.3k $996.3k 0.00% Added +3.6k +3,570
52 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 66,56366.6k $990.5k $990.5k 0.01% Added +5.9k +5,894
53 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 65,26465.3k $971.0k $971.0k 0.00% Reduced -3.0k -3,012
54 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 64,54964.5k $960.5k $960.5k 0.01% Reduced -1.5k -1,500
55 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 59,41159.4k $884.0k $884.0k 0.00% Added +201 +201
56 Focus Financial Network, Inc. 0.03% of their portfolio MINNEAPOLIS, MN 54,62554.6k $812.8k $812.8k 0.03% Reduced -2.0k -1,954
57 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 51,18751.2k $761.7k $761.7k 0.00% Added +33.1k +33,073
58 Curi Capital, LLC 0.01% of their portfolio CHICAGO, IL 49,64049.6k $738.6k $738.6k 0.01% Reduced -15.4k -15,358
59 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 47,32247.3k $704.2k $704.2k 0.00% Reduced -614 -614
60 Wealth Alliance Advisory Group, LLC 0.10% of their portfolio Wichita, KS 46,64946.6k $694.1k $694.1k 0.10% Unchanged
61 Choate Investment Advisors 0.01% of their portfolio BOSTON, MA 45,00045.0k $669.6k $669.6k 0.01% New
62 WCG Wealth Advisors LLC 0.02% of their portfolio LAS VEGAS, NV 44,99745.0k $669.6k $669.6k 0.02% Reduced -252 -252
63 SteelPeak Wealth, LLC 0.02% of their portfolio WOODLAND HILLS, CA 42,68542.7k $635.2k $635.2k 0.02% Added +777 +777
64 Spartan Wealth Advisory Services LLC 0.05% of their portfolio BINGHAM FARMS, MI 41,62541.6k $619.4k $619.4k 0.05% Unchanged
65 COMMONS CAPITAL, LLC 0.42% of their portfolio NEEDHAM, MA 40,58240.6k $603.9k $603.9k 0.42% Added +2.2k +2,248
66 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 39,50039.5k $587.8k $587.8k 0.01% New
67 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 38,60438.6k $574.4k $574.4k 0.01% Reduced -699 -699
68 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 38,49538.5k $571.7k $571.7k 0.00% Added +7.0k +7,040
69 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 38,47338.5k $572.5k $572.5k 0.00% New
70 Kovack Advisors, Inc. 0.03% of their portfolio FT. LAUDERDALE, FL 37,64037.6k $561.8k $561.8k 0.03% Reduced -4.8k -4,813
71 WEALTH EFFECTS LLC 0.15% of their portfolio BOSTON, MA 36,68536.7k $545.9k $545.9k 0.15% Added +67 +67
72 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 36,02136.0k $536.0k $536.0k 0.00% Reduced -1.0k -1,048
73 STABLEFORD CAPITAL II LLC 0.18% of their portfolio SCOTTSDALE, AZ 34,88034.9k $519.0k $519.0k 0.18% Unchanged
74 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 33,48033.5k $498.2k $498.2k 0.00% Reduced -1.5k -1,525
75 Western Wealth Management, LLC 0.02% of their portfolio GOLDEN, CO 33,22933.2k $494.4k $494.4k 0.02% Unchanged
76 Essex Financial Services, Inc. 0.02% of their portfolio ESSEX, CT 31,47631.5k $468.4k $468.4k 0.02% Added +543 +543
77 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 30,70630.7k $456.9k $456.9k 0.00% Added +179 +179
78 Gladstone Institutional Advisory LLC 0.01% of their portfolio Bedminster, NJ 29,63029.6k $440.9k $440.9k 0.01% Reduced -14.5k -14,493
79 LANARK FINANCIAL, INC. 0.03% of their portfolio BIRMINGHAM, AL 28,82028.8k $428.8k $428.8k 0.03% Unchanged
80 American Institute for Advanced Investment Management, LLP 0.26% of their portfolio Scottsdale, AZ 28,77028.8k $452.8k $452.8k 0.26% Unchanged
81 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 28,01828.0k $418.6k $418.6k 0.01% Added +171 +171
82 IFG Advisory, LLC 0.01% of their portfolio ATLANTA, GA 27,96228.0k $416.1k $416.1k 0.01% New
83 INTEGRATED CAPITAL MANAGEMENT, INC. 0.29% of their portfolio JESSUP, PA 27,80527.8k $413.7k $413.7k 0.29% Reduced -3.1k -3,141
84 Dynamic Advisor Solutions LLC 0.01% of their portfolio PHOENIX, AZ 26,64026.6k $396.4k $396.4k 0.01% Added +95 +95
85 Triumph Capital Management 0.07% of their portfolio DENVER, CO 25,04625.0k $372.7k $372.7k 0.07% Added +1.5k +1,518
86 Everstar Asset Management, LLC 0.18% of their portfolio MOORESVILLE, NC 24,96025.0k $371.4k $371.4k 0.18% Unchanged
87 MCCARTER PRIVATE WEALTH SERVICES LLC 0.12% of their portfolio Boston, MA 23,85223.9k $354.9k $354.9k 0.12% Added +10.5k +10,492
88 SHIKIAR ASSET MANAGEMENT INC 0.09% of their portfolio NEW YORK, NY 23,07523.1k $343.0k $343.0k 0.09% Unchanged
89 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 22,55422.6k $335.6k $335.6k 0.00% New
90 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 21,37021.4k $318.0k $318.0k 0.00% Reduced -5.8k -5,805
91 Belpointe Asset Management LLC 0.01% of their portfolio RENO, NV 20,39720.4k $303.5k $303.5k 0.01% Reduced -2.0k -2,017
92 Fortis Capital Advisors, LLC 0.03% of their portfolio PRAIRIE VILLAGE, KS 20,39720.4k $303.5k $303.5k 0.03% Reduced -2.0k -2,017
93 Summit Investment Advisory Services, LLC 0.07% of their portfolio ROSEVILLE, MN 18,82618.8k $280.1k $280.1k 0.07% Added +375 +375
94 Westend Capital Management, LLC 0.06% of their portfolio SAUSALITO, CA 18,77318.8k $279.3k $279.3k 0.06% Unchanged
95 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 18,20618.2k $270.9k $270.9k 0.00% Reduced -2.2k -2,208
96 J.W. COLE ADVISORS, INC. 0.00% of their portfolio TAMPA, FL 18,13718.1k $269.9k $269.9k 0.00% Added +6.3k +6,255
97 Stratos Wealth Advisors, LLC 0.01% of their portfolio BEACHWOOD, OH 17,75117.8k $264.1k $264.1k 0.01% Unchanged
98 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 17,68117.7k $263.1k $263.1k 0.00% Unchanged
99 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 17,63317.6k $262.4k $262.4k 0.00% New
100 SILVERLAKE WEALTH MANAGEMENT LLC 0.05% of their portfolio WILLISTON, VT 17,24217.2k $256.6k $256.6k 0.05% Unchanged