IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Eaton Vance T/M Buy-Writ OPP (ETV)

CUSIP: 27828Y108 | US | Financial Services · Asset Management | Small Cap | 581 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Cambridge Investment Research Advisors, Inc.845,392
0.1% of portfolio›$12.6M
Sims Investment Management, LLC385,399
1.8% of portfolio›$5.8M
Kingstone Capital Partners Texas, LLC339,553
2.5% of portfolio›$5.1M
Commonwealth Equity Services, LLC265,136
0.0% of portfolio›$4.0M
Advisory Solutions Group, LLC208,324
0.7% of portfolio›$3.1M
Park Avenue Securities LLC148,330
0.0% of portfolio›$2.2M
Outlook Wealth Advisors, LLC131,886
0.4% of portfolio›$2.0M
Naples Global Advisors, LLC128,813
0.1% of portfolio›$1.9M
Advisory Advocates, LLC125,828
1.6% of portfolio›$1.9M
Truist Financial Corp119,504
0.0% of portfolio›$1.8M
Meridian Wealth Management, LLC117,345
0.1% of portfolio›$1.8M
PMG Family Office LLC104,774
1.4% of portfolio›$1.6M
Wedbush Securities Inc97,277
0.1% of portfolio›$1.5M
Kestra Advisory Services, LLC92,911
0.0% of portfolio›$1.4M
Obermeyer Wealth Partners84,516
0.1% of portfolio›$1.3M
Oppenheimer & Co Inc79,966
0.0% of portfolio›$1.2M
Prospera Financial Services Inc67,213
0.0% of portfolio›$970.6K
Focus Financial Network, Inc.54,284
0.0% of portfolio›$809.9K
Wealth Alliance Advisory Group, LLC46,318
0.1% of portfolio›$691.1K
Creative Planning45,871
0.0% of portfolio›$684.4K
SteelPeak Wealth, LLC40,118
0.0% of portfolio›$598.6K
Stableford Capital II LLC37,556
0.2% of portfolio›$560.3K
Wealth Effects LLC36,828
0.1% of portfolio›$549.5K
Shaker Financial Services, LLC34,789
0.2% of portfolio›$519.1K
Stackstone Wealth, LLC33,504
0.0% of portfolio›$499.9K
Mccarter Private Wealth Services LLC29,005
0.1% of portfolio›$432.8K
Lanark Financial, Inc.28,820
0.0% of portfolio›$430.0K
American Institute for Advanced Investment Management, LLP28,770
0.3% of portfolio›$454.9K
Triumph Capital Management27,252
0.1% of portfolio›$406.6K
D.A. Davidson & Co.25,395
0.0% of portfolio›$378.9K
Dynamic Advisor Solutions LLC24,808
0.0% of portfolio›$370.1K
Integrated Capital Management, Inc.23,276
0.2% of portfolio›$347.3K
Shikiar Asset Management Inc23,075
0.1% of portfolio›$344.0K
Davenport & Co LLC20,562
0.0% of portfolio›$306.8K
J.W. Cole Advisors, Inc.20,435
0.0% of portfolio›$304.9K
Sigma Planning Corp19,224
0.0% of portfolio›$286.8K
Summit Investment Advisory Services, LLC19,201
0.1% of portfolio›$286.5K
HB Wealth Management, LLC18,600
0.0% of portfolio›$277.5K
Silverlake Wealth Management LLC17,468
0.0% of portfolio›$260.6K
Worth Asset Management, LLC17,215
0.1% of portfolio›$256.8K
Diversified Enterprises, LLC16,759
0.0% of portfolio›$250.0K
Cannon Advisors, Inc.15,040
0.1% of portfolio›$226.3K
AlphaStar Capital Management, LLC14,314
0.0% of portfolio›$213.6K
Greenleaf Trust14,099
0.0% of portfolio›$210.4K
Tcfg Investment Advisors, LLC13,975
0.1% of portfolio›$208.5K
Wealth Enhancement Advisory Services, LLC13,972
0.0% of portfolio›$209.4K
M.E. Allison & Co., Inc.13,367
0.1% of portfolio›$199.4K
Burford Brothers, Inc.13,200
0.1% of portfolio›$196.9K
Thrivent Financial for Lutherans13,168
0.0% of portfolio›$196.0K
B. Riley Wealth Advisors, Inc.13,058
0.0% of portfolio›$194.8K
Principle Wealth Partners LLC12,800
0.0% of portfolio›$191.0K
Grimes & Co Wealth Management, LLC12,116
0.0% of portfolio›$180.8K
Acorn Wealth Advisors, LLC11,756
0.0% of portfolio›$175.4K
Focused Wealth Management, Inc11,562
0.0% of portfolio›$172.5K
Pinnacle Associates LTD11,219
0.0% of portfolio›$167.4K
Arlington Capital Management Inc10,448
0.1% of portfolio›$155.9K
Stolper Co10,394
0.1% of portfolio›$155.0K
Cornerstone Wealth Management, LLC10,183
0.0% of portfolio›$151.9K
MGO One Seven LLC10,183
0.0% of portfolio›$151.9K
International Assets Investment Management, LLC10,104
0.0% of portfolio›$151.1K
Rhodes Investment Advisors Inc10,000
0.1% of portfolio›$149.2K
Parallel Advisors, LLC9,518
0.0% of portfolio›$142.0K
Kentucky Trust Co8,252
0.1% of portfolio›$123.1K
Princeton Global Asset Management LLC6,420
0.0% of portfolio›$95.8K
Avion Wealth6,161
0.0% of portfolio›$91
Private Trust Co NA5,140
0.0% of portfolio›$76.7K
IFP Advisors, Inc5,024
0.0% of portfolio›$75.0K
Main Street Group, LTD4,777
0.0% of portfolio›$71.3K
US Bancorp \de\4,713
0.0% of portfolio›$70.3K
Olistico Wealth, LLC4,400
0.0% of portfolio›$65.6K
Markowski Investments3,973
0.0% of portfolio›$59.3K
Barrett & Company, Inc.3,600
0.0% of portfolio›$53.7K
Rydar Equities, Inc.2,833
0.0% of portfolio›$42.2K
Montag A & Associates Inc2,000
0.0% of portfolio›$29.8K
Bokf, NA1,820
0.0% of portfolio›$27.2K
DiNuzzo Private Wealth, Inc.1,297
0.0% of portfolio›$19.4K
Hazlett, Burt & Watson, Inc.1,254
0.0% of portfolio›$5.0K
CoreCap Advisors, LLC1,157
0.0% of portfolio›$17.3K
Farther Finance Advisors, LLC789
0.0% of portfolio›$11.8K
Spire Wealth Management517
0.0% of portfolio›$7.7K
Larson Financial Group LLC500
0.0% of portfolio›$7.5K
Trust Co of Vermont400
0.0% of portfolio›$6.0K
Assetmark, Inc336
0.0% of portfolio›$5.0K
Armstrong Advisory Group, Inc200
0.0% of portfolio›$3.0K
JFS Wealth Advisors, LLC109
0.0% of portfolio›$1.6K
StyleTurnoverLocationFiled
Cambridge Investment Research Advisors, Inc.
845,392$12.6M0.1%ETFLowFairfield, IA2026-11-02
Sims Investment Management, LLC
385,399$5.8M1.8%ETFVery LowCincinnati, OH2026-10-13
Kingstone Capital Partners Texas, LLC
339,553$5.1M2.5%GrowthLowFrisco, TX2026-11-03
Commonwealth Equity Services, LLC
265,136$4.0M0.0%ETFLowWaltham, MA2026-11-02
Advisory Solutions Group, LLC
208,324$3.1M0.7%ETFN/APlymouth, MN2026-10-14
Park Avenue Securities LLC
148,330$2.2M0.0%ETFMediumNew York, NY2026-10-26
Outlook Wealth Advisors, LLC
131,886$2.0M0.4%ETFMediumShenandoah, TX2026-10-28
Naples Global Advisors, LLC
128,813$1.9M0.1%CoreVery LowNaples, FL2026-11-05
Advisory Advocates, LLC
125,828$1.9M1.6%YieldMediumGrand Rapids, MI2026-11-05
Truist Financial Corp
119,504$1.8M0.0%CoreLowCharlotte, NC2026-10-30
Meridian Wealth Management, LLC
117,345$1.8M0.1%GrowthLowLexington, KY2026-11-05
PMG Family Office LLC
104,774$1.6M1.4%YieldVery LowPlano, TX2026-10-19
Wedbush Securities Inc
97,277$1.5M0.1%CoreLowPasadena, CA2026-10-22
Kestra Advisory Services, LLC
92,911$1.4M0.0%CoreLowAustin, TX2026-11-02
Obermeyer Wealth Partners
84,516$1.3M0.1%GrowthLowAspen, CO2026-10-21
Oppenheimer & Co Inc
79,966$1.2M0.0%CoreLowNew York, NY2026-10-26
Prospera Financial Services Inc
67,213$970.6K0.0%CoreMediumDallas, TX2026-11-04
Focus Financial Network, Inc.
54,284$809.9K0.0%ETFLowMinneapolis, MN2026-10-14
Wealth Alliance Advisory Group, LLC
46,318$691.1K0.1%CoreLowWichita, KS2026-10-14
Creative Planning
45,871$684.4K0.0%IndexVery LowOverland Park, KS2026-11-02
SteelPeak Wealth, LLC
40,118$598.6K0.0%GrowthHighWoodland Hills, CA2026-10-16
Stableford Capital II LLC
37,556$560.3K0.2%CoreHighScottsdale, AZ2026-10-09
Wealth Effects LLC
36,828$549.5K0.1%GrowthLowBoston, MA2026-10-23
Shaker Financial Services, LLC
34,789$519.1K0.2%YieldHighArlington, VA2026-10-14
Stackstone Wealth, LLC
33,504$499.9K0.0%CoreN/ADubuque, IA2026-10-19
Mccarter Private Wealth Services LLC
29,005$432.8K0.1%CoreLowBoston, MA2026-10-22
Lanark Financial, Inc.
28,820$430.0K0.0%CoreMediumBirmingham, AL2026-10-26
American Institute for Advanced Investment Management, LLP
28,770$454.9K0.3%ETFLowScottsdale, AZ2026-11-03
Triumph Capital Management
27,252$406.6K0.1%ETFMediumDenver, CO2026-10-14
D.A. Davidson & Co.
25,395$378.9K0.0%CoreLowGreat Falls, MT2026-10-28
Dynamic Advisor Solutions LLC
24,808$370.1K0.0%ETFLowPhoenix, AZ2026-10-13
Integrated Capital Management, Inc.
23,276$347.3K0.2%ETFLowJessup, PA2026-10-09
Shikiar Asset Management Inc
23,075$344.0K0.1%CoreMediumNew York, NY2026-10-20
Davenport & Co LLC
20,562$306.8K0.0%CoreMediumRichmond, VA2026-10-14
J.W. Cole Advisors, Inc.
20,435$304.9K0.0%IndexLowTampa, FL2026-11-05
Sigma Planning Corp
19,224$286.8K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Summit Investment Advisory Services, LLC
19,201$286.5K0.1%ETFVery LowRoseville, MN2026-11-03
HB Wealth Management, LLC
18,600$277.5K0.0%IndexVery LowAtlanta, GA2026-10-23
Silverlake Wealth Management LLC
17,468$260.6K0.0%ETFLowWilliston, VT2026-10-21
Worth Asset Management, LLC
17,215$256.8K0.1%ETFHighDallas, TX2026-10-07
Diversified Enterprises, LLC
16,759$250.0K0.0%ETFVery LowWilmington, DE2026-10-19
Cannon Advisors, Inc.
15,040$226.3K0.1%GrowthHighCharlotte, NC2026-10-14
AlphaStar Capital Management, LLC
14,314$213.6K0.0%ETFMediumCornelius, NC2026-10-16
Greenleaf Trust
14,099$210.4K0.0%CoreLowKalamazoo, MI2026-10-29
Tcfg Investment Advisors, LLC
13,975$208.5K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Wealth Enhancement Advisory Services, LLC
13,972$209.4K0.0%CoreLowPlymouth, MN2026-10-13
M.E. Allison & Co., Inc.
13,367$199.4K0.1%CoreLowSan Antonio, TX2026-10-09
Burford Brothers, Inc.
13,200$196.9K0.1%CoreLowDallas, TX2026-10-21
Thrivent Financial for Lutherans
13,168$196.0K0.0%GARPMediumMinneapolis, MN2026-11-05
B. Riley Wealth Advisors, Inc.
13,058$194.8K0.0%GrowthLowMemphis, TN2026-10-13
Principle Wealth Partners LLC
12,800$191.0K0.0%CoreVery LowMadison, CT2026-11-02
Grimes & Co Wealth Management, LLC
12,116$180.8K0.0%CoreLowWestborough, MA2026-10-29
Acorn Wealth Advisors, LLC
11,756$175.4K0.0%ETFLowGrand Blanc, MI2026-10-19
Focused Wealth Management, Inc
11,562$172.5K0.0%ETFLowNewburgh, NY2026-10-30
Pinnacle Associates LTD
11,219$167.4K0.0%CoreLowNew York, NY2026-10-20
Arlington Capital Management Inc
10,448$155.9K0.1%GARPHighArlington Heights, IL2026-10-30
Stolper Co
10,394$155.0K0.1%ValueMediumTulsa, OK2026-10-13
Cornerstone Wealth Management, LLC
10,183$151.9K0.0%ETFVery LowSt. Peters, MO2026-11-04
MGO One Seven LLC
10,183$151.9K0.0%GrowthLowBeachwood, OH2026-10-28
International Assets Investment Management, LLC
10,104$151.1K0.0%CoreVery HighOrlando, FL2026-11-02
Rhodes Investment Advisors Inc
10,000$149.2K0.1%CoreMediumFort Worth, TX2026-10-07
Parallel Advisors, LLC
9,518$142.0K0.0%IndexLowSan Francisco, CA2026-11-03
Kentucky Trust Co
8,252$123.1K0.1%CoreVery LowDanville, KY2026-10-15
Princeton Global Asset Management LLC
6,420$95.8K0.0%GrowthLowPrinceton, NJ2026-10-21
Avion Wealth
6,161$910.0%ETFLowThe Woodlands, TX2026-11-04
Private Trust Co NA
5,140$76.7K0.0%CoreLowCleveland, OH2026-10-20
IFP Advisors, Inc
5,024$75.0K0.0%GrowthLowTampa, FL2026-10-16
Main Street Group, LTD
4,777$71.3K0.0%ETFMediumGlen Allen, VA2026-10-28
US Bancorp \de\
4,713$70.3K0.0%IndexLowMinneapolis, MN2026-11-05
Olistico Wealth, LLC
4,400$65.6K0.0%GrowthVery LowTulsa, OK2026-10-05
Markowski Investments
3,973$59.3K0.0%ETFN/ATampa, FL2026-10-30
Barrett & Company, Inc.
3,600$53.7K0.0%ETFLowProvidence, RI2026-10-22
Rydar Equities, Inc.
2,833$42.2K0.0%CoreVery LowWeatherford, TX2026-10-13
Montag A & Associates Inc
2,000$29.8K0.0%CoreLowAtlanta, GA2026-10-29
Bokf, NA
1,820$27.2K0.0%CoreLowTulsa, OK2026-10-27
DiNuzzo Private Wealth, Inc.
1,297$19.4K0.0%ETFLowBeaver, PA2026-10-16
Hazlett, Burt & Watson, Inc.
1,254$5.0K0.0%CoreVery LowWheeling, WV2026-11-04
CoreCap Advisors, LLC
1,157$17.3K0.0%ETFMediumSouthfield, MI2026-10-08
Farther Finance Advisors, LLC
789$11.8K0.0%IndexLowSan Francisco, CA2026-10-08
Spire Wealth Management
517$7.7K0.0%GrowthMediumMclean, VA2026-10-30
Larson Financial Group LLC
500$7.5K0.0%GrowthLowSt Louis, MO2026-11-05
Trust Co of Vermont
400$6.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
Assetmark, Inc
336$5.0K0.0%ETFLowConcord, CA2026-10-21
Armstrong Advisory Group, Inc
200$3.0K0.0%ETFHighNeedham, MA2026-10-09
JFS Wealth Advisors, LLC
109$1.6K0.0%ETFVery LowHermitage, PA2026-11-03