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ETB — EATON VANCE T/M BUY-WRT INC

Reported value held$33.11M
Funds holding (latest)13
SectorFinancials
Funds holding (Q2 2026)9
Institutional value$32.87M · 2.12M sh
New / Add / Cut / Exit2 / 5 / 2 / 0
Top-5 / Top-10 concentration97.4% / 100.0%
Institutional holdings change Accumulating +6.9% (+135.80K sh)
Institutional value change Up +15.2%

As of Q2 2026, 9 SEC-registered investment managers reported holding ETB (EATON VANCE T/M BUY-WRT INC) in their latest 13F filings, with a combined reported value of $32.87M across 2.12M shares. That is +6.9% by share count (+135.80K shares) versus the previous quarter, while reported value moved +15.2%. Ownership is concentrated: the five largest holders account for 97.4% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 2 opened new positions, 5 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

ETB is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Morgan Stanley history Q2 2026 515.69K $8.01M 0.00% Add
Bank of America Corp history Q2 2026 474.40K $7.37M 0.00% Add
Invesco Ltd history Q2 2026 443.53K $6.89M 0.00% Add
UBS Group AG history Q2 2026 382.00K $5.94M 0.00% Add
Wells Fargo & Co history Q2 2026 243.82K $3.79M 0.00% Add
Two Sigma Investments history Q2 2026 27.14K $421.69K 0.00% Reduce
Citadel Advisors history Q2 2026 24.63K $382.72K 0.00% New
Goldman Sachs Group history Q4 2025 10.06K $153.62K 0.00% New
BlackRock Inc history Q4 2024 4.53K $67.88K 0.00% New
JPMorgan Chase & Co history Q2 2026 2.40K $36.72K 0.00% New
PNC Financial Services history Q2 2026 1.57K $24.43K 0.00% Reduce
Citigroup Inc history Q3 2021 1.24K $20.00K 0.00% New
Fidelity Management & Research (FMR) history Q1 2024 1 $14 0.00% Hold

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 13 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Morgan Stanley 1.27M 1.13M 1.18M 1.18M 1.21M 1.17M 1.14M 1.16M 1.14M 1.29M 1.05M 1.07M 1.09M 1.11M 482.90K 501.58K 516.34K 526.92K 506.38K 515.69K
Bank of America Corp 65.48K 69.51K 73.46K 81.04K 181.02K 193.41K 198.23K 195.99K 195.54K 312.99K 346.11K 344.68K 343.55K 310.47K 318.55K 464.27K 458.83K 438.72K 456.58K 474.40K
Invesco Ltd 260.27K 304.23K 266.26K 264.36K 236.33K 256.24K 228.39K 281.55K 327.00K 361.87K 355.98K 336.74K 353.13K 352.88K 377.51K 393.74K 413.29K 390.93K 395.92K 443.53K
UBS Group AG 518.07K 554.64K 585.12K 446.59K 421.22K 419.59K 418.83K 427.39K 435.70K 392.14K 372.15K 373.23K 372.00K 371.97K 358.32K 361.92K 359.88K 365.85K 376.21K 382.00K
Wells Fargo & Co 631.97K 685.63K 687.45K 722.64K 743.16K 668.16K 630.57K 608.39K 572.61K 481.14K 455.54K 343.64K 292.50K 245.40K 226.62K 224.47K 218.69K 206.08K 200.94K 243.82K
Two Sigma Investments — — — — — — — — — — — — — — — 40.37K 61.13K 41.13K 41.13K 27.14K
Citadel Advisors — — — — — — — — — — — — — — — — — — — 24.63K
JPMorgan Chase & Co — — — — — 1.53K — 3.67K 800 800 1.14K 916 5.42K 812 800 800 803 803 — 2.40K
PNC Financial Services 30.22K 30.24K 29.56K 29.58K 4.00K 4.03K 4.55K 4.35K 3.15K 3.18K 3.21K 3.24K 3.27K 3.30K 3.33K 3.36K 3.39K 3.22K 2.21K 1.57K
Goldman Sachs Group — — — — — — — — — — — — — — — — — 10.06K — —
BlackRock Inc — — — — — — — — — — — — — 4.53K — — — — — —
Fidelity Management & Research (FMR) — — — 1 1 — 1 — — 1 1 — — — — — — — — —
Citigroup Inc 1.24K — — — — — — — — — — — — — — — — — — —

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