Who Owns EATON VANCE (ETB)? -- Institutional Holders (2026-06-30)

102 institutions reported holding $101.3M of EATON VANCE (ETB) in SEC 13F filings for 2026-06-30. Largest institutional holders: GUGGENHEIM CAPITAL LLC ($12.8M), MORGAN STANLEY ($8.0M), BANK OF AMERICA CORP /DE/ ($7.4M), Invesco Ltd. ($6.9M), Shaker Financial Services, LLC ($6.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1GUGGENHEIM CAPITAL LLC$12.8M825,240Added
2MORGAN STANLEY$8.0M515,687Added
3BANK OF AMERICA CORP /DE/$7.4M474,400Added
4Invesco Ltd.$6.9M443,529Added
5Shaker Financial Services, LLC$6.8M437,829Trimmed
6UBS Group AG$5.9M382,004Added
7LPL Financial LLC$5.4M349,617Added
81607 Capital Partners, LLC$4.6M297,953Hold
9Cetera Investment Advisers$4.6M296,868Trimmed
10WELLS FARGO & COMPANY/MN$3.8M243,820Added
11COMMONWEALTH EQUITY SERVICES, LLC$3.2M207,858Trimmed
12RAYMOND JAMES FINANCIAL INC$3.2M207,499Added
13OSAIC HOLDINGS, INC.$2.4M156,939Added
14ENVESTNET ASSET MANAGEMENT INC$2.0M126,134Trimmed
15AMERIPRISE FINANCIAL INC$1.8M114,074Trimmed
16SIMS INVESTMENT MANAGEMENT, LLC$1.6M100,475Hold
17Meridian Wealth Management, LLC$1.2M79,209Added
18PARK AVENUE SECURITIES LLC$1.2M78,410Trimmed
19PMG Family Office LLC$1.2M77,741Added
20COHEN & STEERS, INC.$1.1M70,963Hold
21Royal Bank of Canada$991,00063,800Added
22Quartz Partners, LLC$857,88655,205Added
23Janney Montgomery Scott LLC$821,00052,807Added
24CFO4Life Group, LLC$731,71847,086Added
25WCG Wealth Advisors LLC$577,73137,177Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30