13FBOX
EATON VANCE TAX MNGED BUY WRIT COM · 13F Institutional Holdings
Options Calculator Rankings
E

EATON VANCE TAX MNGED BUY WRIT COM

ETB
Institutions
96
Combined AUM (Q2 2026)
$101.5M
Combined Shares (Q2 2026)
6.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+449,317
47 · 12 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-316,162
28 · 8 Exit · ≈
⚖️ Net
+133,155
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$101.5M
Institutions
96
New Buys
12
Adds
35
Reduces
20
Exits
8
Unchanged
29
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
GUGGENHEIM CAPITAL LLC
0.08%0.08%#11$12.8M825,240$9.8M680,729+144,511+21.23%Add
MORGAN STANLEY
<0.01%<0.01%#71$8.0M515,687$7.7M516,338-651-0.13%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#69$7.4M474,400$6.6M456,583+17,817+3.90%Add
Invesco Ltd.
<0.01%<0.01%#66$6.9M443,529$5.7M395,920+47,609+12.02%Add
Shaker Financial Services, LLC
2.13%2.36%#1$6.8M437,829$6.8M468,608-30,779-6.57%Reduce
UBS Group AG
<0.01%<0.01%#61$5.9M382,004$5.4M376,208+5,796+1.54%Add
LPL Financial LLC
<0.01%<0.01%#52$5.4M349,617$4.8M334,080+15,537+4.65%Add
1607 Capital Partners, LLC
0.4%0.31%#4$4.6M297,953$4.3M297,95300.00%Unchanged
Cetera Investment Advisers
<0.01%<0.01%#36$4.6M296,868$4.4M302,650-5,782-1.91%Reduce
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#65$3.8M243,820$2.9M200,944+42,876+21.34%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#37$3.2M207,858$3.0M208,188-330-0.16%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#59$3.2M207,499$3.0M206,350+1,149+0.56%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#42$2.4M156,939$2.2M150,552+6,387+4.24%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#70$2.0M126,134$1.8M126,525-391-0.31%Reduce
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#75$1.8M114,074$1.7M116,091-2,017-1.74%Reduce
SIMS INVESTMENT MANAGEMENT, LLC
0.48%0.53%#3$1.6M100,475$1.4M100,47500.00%Unchanged
Meridian Wealth Management, LLC
0.04%0.04%#15$1.2M79,209$1.1M74,893+4,316+5.76%Add
PARK AVENUE SECURITIES LLC
0.01%0.01%#31$1.2M78,410$1.2M79,864-1,454-1.82%Reduce
PMG Family Office LLC
1.11%1.23%#2$1.2M77,741$1.1M76,140+1,601+2.10%Add
COHEN & STEERS, INC.
<0.01%<0.01%#47$1.1M70,963$1.0M70,96300.00%Unchanged
ROYAL BANK OF CANADA
<0.01%<0.01%#87$991,00063,800$891,00061,807+1,993+3.22%Add
Quartz Partners, LLC
0.28%0.29%#5$857,88655,205$750,96552,078+3,127+6.00%Add
Janney Montgomery Scott LLC
<0.01%<0.01%#50$820,62152,807$731,00050,699+2,108+4.16%Add
CFO4Life Group, LLC
0.1%0.1%#9$731,71847,086$666,74146,237+849+1.84%Add
WCG Wealth Advisors LLC
0.01%0.01%#25$577,73137,177$536,09237,17700.00%Unchanged
D.A. DAVIDSON & CO.
<0.01%<0.01%#41$531,90334,228$493,56834,22800.00%Unchanged
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#54$495,82831,907$404,32128,039+3,868+13.80%Add
Ameritas Advisory Services, LLC
0.01%0.01%#29$490,03431,534$364,37525,269+6,265+24.79%Add
Keystone Financial Group
0.02%0.03%#18$437,45128,150$405,92328,15000.00%Unchanged
TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#76$421,69327,136$593,13841,133-13,997-34.03%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#55$413,92326,636$385,00026,701-65-0.24%Reduce
Tyche Wealth Partners LLC
0.05%0.05%#14$383,05824,650$355,21524,634+16+0.06%Add
CITADEL ADVISORS LLC
<0.01%#90$382,71924,628$00+24,628New Buy
Somerset Trust Co
0.1%0.1%#8$364,35123,446$338,09123,44600.00%Unchanged
HighPoint Advisor Group LLC
0.01%0.01%#27$357,99823,037$351,04922,989+48+0.21%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#78$329,05321,174$251,93717,470+3,704+21.20%Add
VSM Wealth Advisory, LLC
0.08%0.03%#10$317,80920,451$111,9577,764+12,687+163.41%Add
Fortitude Advisory Group L.L.C.
0.11%0.12%#7$299,01119,241$277,46019,24100.00%Unchanged
HRT FINANCIAL LP
<0.01%#67$292,75818,839$00+18,839New Buy
Creative Planning
<0.01%<0.01%#85$282,64218,188$290,14520,121-1,933-9.61%Reduce
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#88$250,62016,127$220,98915,325+802+5.23%Add
Stonebridge Financial Group, LLC/CA
0.03%#16$248,01815,960$00+15,960New Buy
MGO ONE SEVEN LLC
<0.01%<0.01%#38$238,46115,345$221,27515,34500.00%Unchanged
Cerity Partners LLC
<0.01%<0.01%#77$236,22415,201$219,19815,20100.00%Unchanged
NewEdge Advisors, LLC
<0.01%<0.01%#62$231,48414,896$23,0141,596+13,300+833.33%Add
FIFTH THIRD BANCORP
<0.01%<0.01%#73$231,01814,866$214,36814,86600.00%Unchanged
Summit Financial, LLC
<0.01%#45$230,38114,825$00+14,825New Buy
Jacobi Capital Management LLC
0.01%0.01%#28$226,35314,566$206,59514,327+239+1.67%Add
Stonebridge Capital Advisors LLC
0.01%0.01%#24$217,56014,000$201,88014,00000.00%Unchanged
KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%<0.01%#46$210,16313,524$195,01613,52400.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow