44 institutions reported holding $44.6M of EATON VANCE MUN INCOME TERM (ETX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Rockefeller Capital Management L.P. ($10.2M), MORGAN STANLEY ($7.9M), RAYMOND JAMES FINANCIAL INC ($4.3M), UBS Group AG ($2.6M), BANK OF AMERICA CORP /DE/ ($2.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | $10.2M | 553,739 | Trimmed |
| 2 | MORGAN STANLEY | $7.9M | 427,737 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $4.3M | 234,712 | Trimmed |
| 4 | UBS Group AG | $2.6M | 141,701 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $2.4M | 133,244 | Added |
| 6 | LPL Financial LLC | $2.4M | 132,380 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $2.0M | 108,947 | Trimmed |
| 8 | Corient Private Wealth LLC | $1.3M | 71,423 | Trimmed |
| 9 | Sanctuary Advisors, LLC | $1.2M | 64,015 | Hold |
| 10 | FOCUSED ALPHA, LLC | $852,212 | 46,417 | Added |
| 11 | MGO ONE SEVEN LLC | $743,855 | 40,515 | Hold |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $738,690 | 40,234 | Trimmed |
| 13 | Merit Financial Group, LLC | $700,286 | 38,142 | Added |
| 14 | Royal Bank of Canada | $641,000 | 34,900 | Added |
| 15 | TRUIST FINANCIAL CORP | $578,264 | 31,496 | Added |
| 16 | STIFEL FINANCIAL CORP | $573,015 | 31,210 | Trimmed |
| 17 | Steward Partners Investment Advisory, LLC | $494,270 | 26,921 | Trimmed |
| 18 | Invesco Ltd. | $456,209 | 24,848 | Trimmed |
| 19 | U.S. Capital Wealth Advisors, LLC | $439,318 | 23,928 | Trimmed |
| 20 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | $401,625 | 21,875 | Trimmed |
| 21 | Stronghold Wealth Management L.L.C. | $370,817 | 20,197 | Added |
| 22 | OSAIC HOLDINGS, INC. | $367,747 | 20,030 | Trimmed |
| 23 | Kestra Advisory Services, LLC | $352,225 | 19,184 | Added |
| 24 | Mutual Advisors, LLC | $341,184 | 18,583 | Added |
| 25 | Aviance Capital Partners, LLC | $312,985 | 17,047 | Added |
Source: SEC Form 13F filings · as of 2026-03-31