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Eaton Vance T/M Glbl Buy-Wr (ETW)

CUSIP: 27829C105 | US | Financial Services · Asset Management | Small Cap | 570 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

RiverTree Advisors, LLC327,022
1.9% of portfolio›$3.1M
Cambridge Investment Research Advisors, Inc.261,754
0.0% of portfolio›$2.5M
Roman Butler Fullerton & Co223,416
0.5% of portfolio›$2.1M
Park Avenue Securities LLC209,580
0.0% of portfolio›$2.0M
Shaker Financial Services, LLC167,447
0.5% of portfolio›$1.6M
International Assets Investment Management, LLC159,771
0.1% of portfolio›$1.5M
Franklin Street Advisors Inc158,264
0.1% of portfolio›$1.5M
Calamos Advisors LLC153,215
0.0% of portfolio›$1.5M
Cohen Klingenstein LLC114,690
0.0% of portfolio›$1.1M
D.A. Davidson & Co.98,929
0.0% of portfolio›$939.8K
Blue Bell Private Wealth Management, LLC93,020
0.1% of portfolio›$883.7K
Indivisible Partners89,416
0.0% of portfolio›$849.5K
Kestra Advisory Services, LLC80,717
0.0% of portfolio›$766.8K
Commonwealth Equity Services, LLC75,520
0.0% of portfolio›$717.4K
PMG Family Office LLC72,707
0.6% of portfolio›$690.7K
Wealth Enhancement Advisory Services, LLC69,874
0.0% of portfolio›$666.6K
Oppenheimer & Co Inc61,289
0.0% of portfolio›$582.2K
Joseph P. Lucia & Associates, LLC57,044
0.2% of portfolio›$541.9K
Closed-End Fund Advisors, Inc.56,835
0.6% of portfolio›$539.9K
Centurion Wealth Management LLC52,043
0.1% of portfolio›$494.4K
Compound Planning, Inc.51,778
0.0% of portfolio›$491.9K
Tiller Private Wealth, Inc.50,600
0.2% of portfolio›$480.7K
Advisory Advocates, LLC50,421
0.4% of portfolio›$479.0K
Avory & Company, LLC45,682
0.5% of portfolio›$434.0K
B. Riley Wealth Advisors, Inc.44,873
0.0% of portfolio›$426.3K
David J Yvars Group42,605
0.2% of portfolio›$404.8K
Integrated Capital Management, Inc.41,972
0.3% of portfolio›$398.7K
Shikiar Asset Management Inc40,100
0.2% of portfolio›$381.0K
Citigroup Inc38,807
0.0% of portfolio›$368.7K
Creative Planning33,815
0.0% of portfolio›$321.2K
StoneX Group Inc.33,075
0.0% of portfolio›$320.7K
Arlington Capital Management Inc32,405
0.2% of portfolio›$307.8K
Allspring Global Investments Holdings, LLC27,314
0.0% of portfolio›$259.5K
Decision Investments, Inc22,640
0.2% of portfolio›$215.1K
Capital CS Group, LLC22,509
0.2% of portfolio›$213.8K
Heritage Wealth Management, Inc.22,360
0.1% of portfolio›$212.4K
Certified Advisory Corp22,248
0.0% of portfolio›$211.4K
Diversified Enterprises, LLC20,895
0.0% of portfolio›$198.5K
Investment Management Trust, LLC19,959
0.2% of portfolio›$189.6K
Vista Investment Partners II, LLC19,103
0.1% of portfolio›$181.5K
Cyndeo Wealth Partners, LLC17,000
0.0% of portfolio›$161.5K
Grimes & Co Wealth Management, LLC16,255
0.0% of portfolio›$154.4K
Worth Asset Management, LLC15,870
0.0% of portfolio›$150.8K
Sowell Financial Services LLC14,652
0.0% of portfolio›$139.2K
Lanark Financial, Inc.14,269
0.0% of portfolio›$135.6K
Fearless Solutions, LLC dba Best Invest13,526
0.1% of portfolio›$128.5K
Truist Financial Corp13,127
0.0% of portfolio›$124.7K
TMB Capital Partners, LLC12,897
0.0% of portfolio›$122.5K
Sagespring Wealth Partners, LLC11,876
0.0% of portfolio›$112.8K
Old Mission Investment Co LLC11,575
0.0% of portfolio›$110.0K
Busey Bank11,113
0.0% of portfolio›$105.6K
Detalus Advisors, LLC10,875
0.0% of portfolio›$103.3K
Howard Financial Services, Ltd.10,865
0.0% of portfolio›$103.2K
Trust Point Inc.10,500
0.0% of portfolio›$99.8K
PFG Advisors10,460
0.0% of portfolio›$99.4K
Independent Financial Group, LLC10,043
0.0% of portfolio›$95.4K
Davenport & Co LLC10,020
0.0% of portfolio›$95.2K
Abel Hall, LLC10,000
0.0% of portfolio›$95.0K
Private Trust Co NA5,500
0.0% of portfolio›$52.3K
CoreCap Advisors, LLC4,550
0.0% of portfolio›$43.2K
Parkside Financial Bank & Trust4,500
0.0% of portfolio›$42.8K
EverSource Wealth Advisors, LLC2,311
0.0% of portfolio›$22.0K
Barrett & Company, Inc.2,250
0.0% of portfolio›$21.4K
Harbor Investment Advisory, LLC1,925
0.0% of portfolio›$18.3K
Cassaday & Co Wealth Management LLC1,760
0.0% of portfolio›$16.7K
City Holding Co1,600
0.0% of portfolio›$15.2K
Cape Investment Advisory, Inc.1,565
0.0% of portfolio›$14.9K
Tsfg, LLC1,229
0.0% of portfolio›$12
Parallel Advisors, LLC1,215
0.0% of portfolio›$11.5K
Assetmark, Inc1,095
0.0% of portfolio›$10.4K
Rydar Equities, Inc.923
0.0% of portfolio›$8.8K
Pinnacle Bancorp, Inc.780
0.0% of portfolio›$7.4K
Caldwell Trust Co720
0.0% of portfolio›$6.8K
Highline Wealth Partners LLC306
0.0% of portfolio›$2.9K
Farther Finance Advisors, LLC250
0.0% of portfolio›$2.4K
CX Institutional250
0.0% of portfolio›$2
JFS Wealth Advisors, LLC100
0.0% of portfolio›$950
StyleTurnoverLocationFiled
RiverTree Advisors, LLC
327,022$3.1M1.9%ETFMediumWinter Park, FL2026-10-13
Cambridge Investment Research Advisors, Inc.
261,754$2.5M0.0%ETFLowFairfield, IA2026-11-02
Roman Butler Fullerton & Co
223,416$2.1M0.5%GrowthMediumSt Louis, MO2026-10-27
Park Avenue Securities LLC
209,580$2.0M0.0%ETFMediumNew York, NY2026-10-26
Shaker Financial Services, LLC
167,447$1.6M0.5%YieldHighArlington, VA2026-10-14
International Assets Investment Management, LLC
159,771$1.5M0.1%CoreVery HighOrlando, FL2026-11-02
Franklin Street Advisors Inc
158,264$1.5M0.1%GrowthMediumChapel Hill, NC2026-10-13
Calamos Advisors LLC
153,215$1.5M0.0%GrowthMediumNaperville, IL2026-11-02
Cohen Klingenstein LLC
114,690$1.1M0.0%CoreVery LowNew York, NY2026-10-15
D.A. Davidson & Co.
98,929$939.8K0.0%CoreLowGreat Falls, MT2026-10-28
Blue Bell Private Wealth Management, LLC
93,020$883.7K0.1%YieldVery LowBlue Bell, PA2026-10-29
Indivisible Partners
89,416$849.5K0.0%GrowthMediumClearwater, FL2026-10-26
Kestra Advisory Services, LLC
80,717$766.8K0.0%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
75,520$717.4K0.0%ETFLowWaltham, MA2026-11-02
PMG Family Office LLC
72,707$690.7K0.6%YieldVery LowPlano, TX2026-10-19
Wealth Enhancement Advisory Services, LLC
69,874$666.6K0.0%CoreLowPlymouth, MN2026-10-13
Oppenheimer & Co Inc
61,289$582.2K0.0%CoreLowNew York, NY2026-10-26
Joseph P. Lucia & Associates, LLC
57,044$541.9K0.2%ETFVery LowYorktown Heights, NY2026-10-30
Closed-End Fund Advisors, Inc.
56,835$539.9K0.6%YieldMediumRichmond, VA2026-11-04
Centurion Wealth Management LLC
52,043$494.4K0.1%ETFMediumMclean, VA2026-10-13
Compound Planning, Inc.
51,778$491.9K0.0%CoreLowNew York, NY2026-11-05
Tiller Private Wealth, Inc.
50,600$480.7K0.2%ETFVery LowBethlehem, PA2026-10-26
Advisory Advocates, LLC
50,421$479.0K0.4%YieldMediumGrand Rapids, MI2026-11-05
Avory & Company, LLC
45,682$434.0K0.5%GARPLowMiami, FL2026-10-21
B. Riley Wealth Advisors, Inc.
44,873$426.3K0.0%GrowthLowMemphis, TN2026-10-13
David J Yvars Group
42,605$404.8K0.2%GrowthLowUniversity Park, FL2026-10-09
Integrated Capital Management, Inc.
41,972$398.7K0.3%ETFLowJessup, PA2026-10-09
Shikiar Asset Management Inc
40,100$381.0K0.2%CoreMediumNew York, NY2026-10-20
Citigroup Inc
38,807$368.7K0.0%CoreMediumNew York, NY2026-11-04
Creative Planning
33,815$321.2K0.0%IndexVery LowOverland Park, KS2026-11-02
StoneX Group Inc.
33,075$320.7K0.0%ETFMediumNew York, NY2026-11-03
Arlington Capital Management Inc
32,405$307.8K0.2%GARPHighArlington Heights, IL2026-10-30
Allspring Global Investments Holdings, LLC
27,314$259.5K0.0%CoreMediumCharlotte, NC2026-11-04
Decision Investments, Inc
22,640$215.1K0.2%GrowthLowSan Diego, CA2026-10-07
Capital CS Group, LLC
22,509$213.8K0.2%YieldMediumIrvine, CA2026-10-29
Heritage Wealth Management, Inc.
22,360$212.4K0.1%CoreLowCincinnati, OH2026-10-28
Certified Advisory Corp
22,248$211.4K0.0%ETFLowAltamonte Springs, FL2026-10-29
Diversified Enterprises, LLC
20,895$198.5K0.0%ETFVery LowWilmington, DE2026-10-19
Investment Management Trust, LLC
19,959$189.6K0.2%GrowthN/AFitchburg, MA2026-11-05
Vista Investment Partners II, LLC
19,103$181.5K0.1%CoreMediumRichmond, IN2026-10-15
Cyndeo Wealth Partners, LLC
17,000$161.5K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Grimes & Co Wealth Management, LLC
16,255$154.4K0.0%CoreLowWestborough, MA2026-10-29
Worth Asset Management, LLC
15,870$150.8K0.0%ETFHighDallas, TX2026-10-07
Sowell Financial Services LLC
14,652$139.2K0.0%CoreLowNorth Little Rock, AR2026-10-23
Lanark Financial, Inc.
14,269$135.6K0.0%CoreMediumBirmingham, AL2026-10-26
Fearless Solutions, LLC dba Best Invest
13,526$128.5K0.1%ETFLowSan Antonio, TX2026-10-14
Truist Financial Corp
13,127$124.7K0.0%CoreLowCharlotte, NC2026-10-30
TMB Capital Partners, LLC
12,897$122.5K0.0%MomentumMediumLittle Rock, AR2026-10-20
Sagespring Wealth Partners, LLC
11,876$112.8K0.0%ETFLowFranklin, TN2026-10-22
Old Mission Investment Co LLC
11,575$110.0K0.0%ETFLowTraverse City, MI2026-10-22
Busey Bank
11,113$105.6K0.0%GrowthVery LowUrbana, IL2026-10-26
Detalus Advisors, LLC
10,875$103.3K0.0%ETFLowSt. Louis, MO2026-10-15
Howard Financial Services, Ltd.
10,865$103.2K0.0%ETFLowDallas, TX2026-10-15
Trust Point Inc.
10,500$99.8K0.0%CoreMediumLa Crosse, WI2026-10-27
PFG Advisors
10,460$99.4K0.0%ETFMediumPhoenix, AZ2026-10-16
Independent Financial Group, LLC
10,043$95.4K0.0%GrowthLowSan Diego, CA2026-10-13
Davenport & Co LLC
10,020$95.2K0.0%CoreMediumRichmond, VA2026-10-14
Abel Hall, LLC
10,000$95.0K0.0%CoreMediumBaton Rouge, LA2026-10-19
Private Trust Co NA
5,500$52.3K0.0%CoreLowCleveland, OH2026-10-20
CoreCap Advisors, LLC
4,550$43.2K0.0%ETFMediumSouthfield, MI2026-10-08
Parkside Financial Bank & Trust
4,500$42.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
EverSource Wealth Advisors, LLC
2,311$22.0K0.0%CoreMediumBirmingham, AL2026-11-04
Barrett & Company, Inc.
2,250$21.4K0.0%ETFLowProvidence, RI2026-10-22
Harbor Investment Advisory, LLC
1,925$18.3K0.0%GrowthLowLutherville, MD2026-10-13
Cassaday & Co Wealth Management LLC
1,760$16.7K0.0%ETFVery LowMclean, VA2026-10-27
City Holding Co
1,600$15.2K0.0%CoreLowCharleston, WV2026-10-19
Cape Investment Advisory, Inc.
1,565$14.9K0.0%ETFLowMcdonough, GA2026-10-13
Tsfg, LLC
1,229$120.0%ETFLowLake Forest, IL2026-10-23
Parallel Advisors, LLC
1,215$11.5K0.0%IndexLowSan Francisco, CA2026-11-03
Assetmark, Inc
1,095$10.4K0.0%ETFLowConcord, CA2026-10-21
Rydar Equities, Inc.
923$8.8K0.0%CoreVery LowWeatherford, TX2026-10-13
Pinnacle Bancorp, Inc.
780$7.4K0.0%CoreVery LowBeatrice, NE2026-10-21
Caldwell Trust Co
720$6.8K0.0%GrowthLowVenice, FL2026-10-30
Highline Wealth Partners LLC
306$2.9K0.0%ETFMediumSherman Oaks, CA2026-10-19
Farther Finance Advisors, LLC
250$2.4K0.0%IndexLowSan Francisco, CA2026-10-08
CX Institutional
250$20.0%CoreMediumAuburn, IN2026-10-02
JFS Wealth Advisors, LLC
100$9500.0%ETFVery LowHermitage, PA2026-11-03