ETX — Eaton Vance Mun Income Term Institutional Holders · Q2 2026

Name: Who Owns ETX? 45 Institutions Hold $47.4M (Q2 2026)
Creator: ko.io

Who owns Eaton Vance Mun Income Term (ETX)? 45 institutions reported holding $47.39M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Rockefeller Capital Management L.P. ($10.4M), Morgan Stanley ($9.9M), Raymond James Financial Inc ($4.1M).

Rank	Institution	Value	Shares	Change
1	Rockefeller Capital Management L.P.	$10.4M	552,039	Trimmed
2	MORGAN STANLEY	$9.9M	527,704	Added
3	RAYMOND JAMES FINANCIAL INC	$4.1M	217,654	Trimmed
4	UBS Group AG	$2.5M	135,161	Trimmed
5	LPL Financial LLC	$2.5M	134,330	Added
6	BANK OF AMERICA CORP /DE/	$2.4M	130,593	Trimmed
7	WELLS FARGO & COMPANY/MN	$1.8M	98,346	Trimmed
8	Corient Private Wealth LLC	$1.3M	71,586	Added
9	MGO ONE SEVEN LLC	$1.1M	60,996	Added
10	Sanctuary Advisors, LLC	$1.1M	59,019	Trimmed
11	FOCUSED ALPHA, LLC	$874,666	46,649	Added
12	COMMONWEALTH EQUITY SERVICES, LLC	$766,030	40,855	Added
13	OSAIC HOLDINGS, INC.	$727,908	38,822	Added
14	Merit Financial Group, LLC	$718,308	38,310	Added
15	Royal Bank of Canada	$689,000	36,772	Added
16	STIFEL FINANCIAL CORP	$615,526	32,828	Added
17	TRUIST FINANCIAL CORP	$532,236	28,386	Trimmed
18	Steward Partners Investment Advisory, LLC	$504,769	26,921	Hold
19	Invesco Ltd.	$455,719	24,305	Trimmed
20	Arax Advisory Partners	$448,650	23,928	New
21	WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	$410,156	21,875	Hold
22	Kestra Advisory Services, LLC	$406,163	21,662	Added
23	Stronghold Wealth Management L.L.C.	$364,125	19,420	Trimmed
24	Aviance Capital Partners, LLC	$298,879	15,940	Trimmed
25	AMERIPRISE FINANCIAL INC	$281,097	14,992	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30