CUSIP 27828Y108
EATON VANCE TAX-MANAGED BUY-
203 institutions · $305.2M total · 21,565,257 shares · ETN
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,809,386 | $26.0M | 8.39% | 2025-12-31 |
| 2 | LPL Financial LLC | 1,799,148 | $25.8M | 8.34% | 2025-12-31 |
| 3 | Invesco Ltd. | 1,408,951 | $20.2M | 6.53% | 2025-12-31 |
| 4 | GUGGENHEIM CAPITAL LLC | 1,305,072 | $18.7M | 6.05% | 2025-12-31 |
| 5 | PARAGON FINANCIAL PARTNERS, INC. | 941,916 | $13.5M | 4.36% | 2025-12-31 |
| 6 | RAYMOND JAMES FINANCIAL INC | 754,037 | $10.8M | 3.49% | 2025-12-31 |
| 7 | BANK OF AMERICA CORP /DE/ | 741,717 | $10.6M | 3.43% | 2025-12-31 |
| 8 | PRINCIPAL SECURITIES, INC. | 643,122 | $9.2M | 2.98% | 2025-12-31 |
| 9 | BALANCED WEALTH GROUP LLC | 571,980 | $8.2M | 2.65% | 2025-12-31 |
| 10 | UBS Group AG | 469,251 | $6.7M | 2.17% | 2025-12-31 |
| 11 | MML INVESTORS SERVICES, LLC | 463,497 | $6.7M | 2.14% | 2025-12-31 |
| 12 | Royal Bank of Canada | 438,114 | $6.3M | 2.03% | 2025-12-31 |
| 13 | AMERIPRISE FINANCIAL INC | 431,929 | $6.2M | 2.00% | 2025-12-31 |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 65,299 | $5.7M | 0.30% | 2025-12-31 |
| 15 | OSAIC HOLDINGS, INC. | 392,442 | $5.6M | 1.81% | 2025-12-31 |
| 16 | SIMS INVESTMENT MANAGEMENT, LLC | 394,221 | $5.6M | 1.82% | 2025-12-31 |
| 17 | Steward Partners Investment Advisory, LLC | 335,989 | $4.8M | 1.55% | 2025-12-31 |
| 18 | WOLVERINE ASSET MANAGEMENT LLC | 333,559 | $4.8M | 1.54% | 2025-12-31 |
| 19 | TRUIST FINANCIAL CORP | 318,177 | $4.6M | 1.47% | 2025-12-31 |
| 20 | WELLS FARGO & COMPANY/MN | 306,647 | $4.4M | 1.42% | 2025-12-31 |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 302,635 | $4.3M | 1.40% | 2025-12-31 |
| 22 | FRANKLIN RESOURCES INC | 293,728 | $4.2M | 1.36% | 2025-12-31 |
| 23 | Kingstone Capital Partners Texas, LLC | 253,610 | $3.6M | 1.17% | 2025-12-31 |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 252,045 | $3.6M | 1.16% | 2025-12-31 |
| 25 | READYSTATE ASSET MANAGEMENT LP | 229,639 | $3.3M | 1.06% | 2025-12-31 |
| 26 | Shaker Financial Services, LLC | 223,653 | $3.2M | 1.03% | 2025-12-31 |
| 27 | Thayer Partners, LLC / MA | 201,244 | $2.9M | 0.93% | 2025-12-31 |
| 28 | Advisors Asset Management, Inc. | 196,824 | $2.8M | 0.91% | 2025-12-31 |
| 29 | Beacon Pointe Advisors, LLC | 189,158 | $2.7M | 0.87% | 2025-12-31 |
| 30 | SHARPEPOINT LLC | 183,347 | $2.6M | 0.85% | 2025-12-31 |
| 31 | Emissary Wealth LLC | 168,397 | $2.4M | 0.78% | 2025-12-31 |
| 32 | Texas Capital Bank Wealth Management Services Inc | 159,923 | $2.3M | 0.74% | 2025-12-31 |
| 33 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 153,023 | $2.2M | 0.70% | 2025-12-31 |
| 34 | Karpus Management, Inc. | 149,526 | $2.1M | 0.69% | 2025-09-30 |
| 35 | NAPLES GLOBAL ADVISORS, LLC | 137,363 | $2.0M | 0.63% | 2025-12-31 |
| 36 | IEQ CAPITAL, LLC | 131,076 | $1.9M | 0.60% | 2025-12-31 |
| 37 | Rockefeller Capital Management L.P. | 122,773 | $1.8M | 0.56% | 2025-12-31 |
| 38 | Cetera Investment Advisers | 120,653 | $1.7M | 0.55% | 2025-12-31 |
| 39 | Outlook Wealth Advisors, LLC | 119,798 | $1.7M | 0.55% | 2025-12-31 |
| 40 | Mutual Advisors, LLC | 109,361 | $1.6M | 0.50% | 2025-12-31 |
| 41 | TWO SIGMA INVESTMENTS, LP | 105,517 | $1.5M | 0.48% | 2025-12-31 |
| 42 | PMG Family Office LLC | 104,865 | $1.5M | 0.48% | 2025-12-31 |
| 43 | 1607 Capital Partners, LLC | 94,313 | $1.4M | 0.43% | 2025-12-31 |
| 44 | Cresset Asset Management, LLC | 88,955 | $1.3M | 0.41% | 2025-12-31 |
| 45 | Meridian Wealth Management, LLC | 88,492 | $1.3M | 0.41% | 2025-12-31 |
| 46 | Mariner, LLC | 85,980 | $1.2M | 0.39% | 2025-12-31 |
| 47 | Private Advisor Group, LLC | 84,489 | $1.2M | 0.39% | 2025-12-31 |
| 48 | STIFEL FINANCIAL CORP | 76,451 | $1.1M | 0.35% | 2025-12-31 |
| 49 | Logan Stone Capital, LLC | 72,440 | $1.0M | 0.33% | 2025-12-31 |
| 50 | Obermeyer Wealth Partners | 69,600 | $999.5K | 0.32% | 2025-12-31 |
| 51 | Curi Capital, LLC | 67,563 | $970.2K | 0.31% | 2025-12-31 |
| 52 | NewEdge Advisors, LLC | 67,321 | $966.7K | 0.31% | 2025-12-31 |
| 53 | Kestra Advisory Services, LLC | 65,865 | $945.8K | 0.30% | 2025-12-31 |
| 54 | OPPENHEIMER & CO INC | 65,599 | $942.0K | 0.30% | 2025-12-31 |
| 55 | HighTower Advisors, LLC | 61,039 | $876.5K | 0.28% | 2025-12-31 |
| 56 | Cornerstone Advisors, LLC | 60,214 | $864.7K | 0.27% | 2025-12-31 |
| 57 | Focus Financial Network, Inc. | 55,863 | $802.2K | 0.25% | 2025-12-31 |
| 58 | Farther Finance Advisors, LLC | 53,327 | $765.8K | 0.24% | 2025-12-31 |
| 59 | Prospera Financial Services Inc | 49,786 | $715.0K | 0.23% | 2025-12-31 |
| 60 | Creative Planning | 47,791 | $686.3K | 0.22% | 2025-12-31 |
| 61 | Wealth Alliance Advisory Group, LLC | 46,649 | $669.9K | 0.21% | 2025-12-31 |
| 62 | Balyasny Asset Management L.P. | 46,006 | $655.6K | 0.21% | 2025-09-30 |
| 63 | WCG Wealth Advisors LLC | 45,373 | $651.5K | 0.21% | 2025-12-31 |
| 64 | Kovack Advisors, Inc. | 43,823 | $629.3K | 0.20% | 2025-12-31 |
| 65 | JANE STREET GROUP, LLC | 42,198 | $606.0K | 0.19% | 2025-12-31 |
| 66 | SteelPeak Wealth, LLC | 42,055 | $603.9K | 0.19% | 2025-12-31 |
| 67 | Summit Financial, LLC | 39,728 | $570.5K | 0.18% | 2025-12-31 |
| 68 | STABLEFORD CAPITAL II LLC | 37,137 | $533.3K | 0.17% | 2025-12-31 |
| 69 | WEALTH EFFECTS LLC | 36,549 | $524.8K | 0.16% | 2025-12-31 |
| 70 | Equitable Holdings, Inc. | 35,637 | $511.7K | 0.16% | 2025-12-31 |
| 71 | Portfolio Strategies, Inc. | 35,368 | $504.0K | 0.16% | 2025-09-30 |
| 72 | Focus Partners Wealth | 35,038 | $493.6K | 0.16% | 2025-12-31 |
| 73 | Western Wealth Management, LLC | 33,229 | $477.2K | 0.15% | 2025-12-31 |
| 74 | GPS Wealth Strategies Group, LLC | 33,229 | $473.5K | 0.15% | 2025-09-30 |
| 75 | GAMCO INVESTORS, INC. ET AL | 32,815 | $471.2K | 0.15% | 2025-12-31 |
| 76 | Essex Financial Services, Inc. | 30,381 | $436.3K | 0.14% | 2025-12-31 |
| 77 | &PARTNERS | 30,357 | $435.9K | 0.14% | 2025-12-31 |
| 78 | Avory & Company, LLC | 30,308 | $431.9K | 0.14% | 2025-09-30 |
| 79 | American Institute for Advanced Investment Management, LLP | 27,670 | $426.9K | 0.12% | 2025-12-31 |
| 80 | NBC SECURITIES, INC. | 28,820 | $413.9K | 0.13% | 2025-12-31 |
| 81 | MERCER GLOBAL ADVISORS INC /ADV | 28,028 | $402.5K | 0.12% | 2025-12-31 |
| 82 | IFG Advisory, LLC | 27,962 | $401.5K | 0.12% | 2025-12-31 |
| 83 | HBK Sorce Advisory LLC | 26,747 | $392.1K | 0.12% | 2025-12-31 |
| 84 | COMMONS CAPITAL, LLC | 26,646 | $382.6K | 0.12% | 2025-12-31 |
| 85 | Everstar Asset Management, LLC | 25,960 | $372.8K | 0.12% | 2025-12-31 |
| 86 | Gladstone Institutional Advisory LLC | 25,854 | $371.3K | 0.11% | 2025-12-31 |
| 87 | Dynamic Advisor Solutions LLC | 24,711 | $354.9K | 0.11% | 2025-12-31 |
| 88 | MCCARTER PRIVATE WEALTH SERVICES LLC | 24,024 | $345.0K | 0.11% | 2025-12-31 |
| 89 | Fortis Capital Advisors, LLC | 23,686 | $340.1K | 0.10% | 2025-12-31 |
| 90 | Belpointe Asset Management LLC | 23,686 | $340.1K | 0.10% | 2025-12-31 |
| 91 | D.A. DAVIDSON & CO. | 22,708 | $326.1K | 0.10% | 2025-12-31 |
| 92 | Texas Capital Bancshares Inc/TX | 22,777 | $324.6K | 0.10% | 2025-09-30 |
| 93 | Triumph Capital Management | 23,349 | $323.9K | 0.10% | 2025-12-31 |
| 94 | Corient Private Wealth LLC | 21,517 | $309.0K | 0.09% | 2025-12-31 |
| 95 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 20,311 | $291.7K | 0.09% | 2025-12-31 |
| 96 | CARY STREET PARTNERS FINANCIAL LLC | 19,548 | $280.7K | 0.09% | 2025-12-31 |
| 97 | Stratos Wealth Partners, LTD. | 19,085 | $274.1K | 0.08% | 2025-12-31 |
| 98 | Westend Capital Management, LLC | 18,867 | $270.9K | 0.08% | 2025-12-31 |
| 99 | Marex Group plc | 18,600 | $267.1K | 0.08% | 2025-12-31 |
| 100 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 17,965 | $259.6K | 0.08% | 2025-12-31 |
| 101 | Summit Investment Advisory Services, LLC | 18,068 | $259.5K | 0.08% | 2025-12-31 |
| 102 | Stratos Wealth Advisors, LLC | 17,751 | $254.9K | 0.08% | 2025-12-31 |
| 103 | Baird Financial Group, Inc. | 17,681 | $253.9K | 0.08% | 2025-12-31 |
| 104 | Sanctuary Advisors, LLC | 17,588 | $252.6K | 0.08% | 2025-12-31 |
| 105 | Cannon Advisors, Inc. | 17,129 | $247.7K | 0.07% | 2025-12-31 |
| 106 | SILVERLAKE WEALTH MANAGEMENT LLC | 17,242 | $247.6K | 0.07% | 2025-12-31 |
| 107 | CIBC Private Wealth Group LLC | 17,162 | $246.4K | 0.07% | 2025-12-31 |
| 108 | CIBC Bancorp USA Inc. | 17,162 | $244.6K | 0.07% | 2025-09-30 |
| 109 | TCFG WEALTH MANAGEMENT, LLC | 16,890 | $242.5K | 0.07% | 2025-12-31 |
| 110 | Diversified Enterprises, LLC | 16,563 | $237.8K | 0.07% | 2025-12-31 |
| 111 | MGO ONE SEVEN LLC | 15,805 | $227.0K | 0.07% | 2025-12-31 |
| 112 | M.E. ALLISON & CO., INC. | 14,636 | $210.2K | 0.06% | 2025-12-31 |
| 113 | HB Wealth Management, LLC | 14,600 | $209.7K | 0.06% | 2025-12-31 |
| 114 | WESBANCO BANK INC | 14,630 | $208.5K | 0.06% | 2025-09-30 |
| 115 | INSIGNEO ADVISORY SERVICES, LLC | 14,398 | $206.8K | 0.06% | 2025-12-31 |
| 116 | AlphaStar Capital Management, LLC | 14,314 | $205.5K | 0.06% | 2025-12-31 |
| 117 | Jacobi Capital Management LLC | 13,751 | $197.5K | 0.06% | 2025-12-31 |
| 118 | Worth Asset Management, LLC | 13,749 | $197.4K | 0.06% | 2025-12-31 |
| 119 | Burford Brothers, Inc. | 13,200 | $189.6K | 0.06% | 2025-12-31 |
| 120 | TRANSCEND CAPITAL ADVISORS, LLC | 13,165 | $187.6K | 0.06% | 2025-09-30 |
| 121 | Empower Advisory Group, LLC | 12,866 | $184.8K | 0.05% | 2025-12-31 |
| 122 | Principle Wealth Partners LLC | 12,800 | $183.8K | 0.05% | 2025-12-31 |
| 123 | Integrated Wealth Concepts LLC | 12,525 | $178.5K | 0.05% | 2025-09-30 |
| 124 | Focused Wealth Management, Inc | 12,300 | $176.6K | 0.05% | 2025-12-31 |
| 125 | Robertson Stephens Wealth Management, LLC | 12,378 | $176.4K | 0.05% | 2025-09-30 |
| 126 | B. Riley Wealth Advisors, Inc. | 12,255 | $176.0K | 0.05% | 2025-12-31 |
| 127 | Mill Creek Capital Advisors, LLC | 12,151 | $173.2K | 0.05% | 2025-09-30 |
| 128 | PINNACLE ASSOCIATES LTD | 11,219 | $161.1K | 0.05% | 2025-12-31 |
| 129 | Kapstone Financial Advisors LLC | 11,185 | $160.6K | 0.05% | 2025-12-31 |
| 130 | GRIMES & COMPANY, INC. | 10,566 | $151.7K | 0.04% | 2025-12-31 |
| 131 | Cornerstone Wealth Management, LLC | 10,318 | $148.2K | 0.04% | 2025-12-31 |
| 132 | Clark Capital Management Group, Inc. | 10,395 | $148.1K | 0.04% | 2025-09-30 |
| 133 | Wealthcare Advisory Partners LLC | 10,282 | $147.6K | 0.04% | 2025-12-31 |
| 134 | Arkadios Wealth Advisors | 10,260 | $147.3K | 0.04% | 2025-12-31 |
| 135 | Parallel Advisors, LLC | 10,240 | $147.1K | 0.04% | 2025-12-31 |
| 136 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 10,213 | $146.7K | 0.04% | 2025-12-31 |
| 137 | Turtle Creek Wealth Advisors, LLC | 10,270 | $146.3K | 0.04% | 2025-09-30 |
| 138 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,181 | $146.2K | 0.04% | 2025-12-31 |
| 139 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10,039 | $144.2K | 0.04% | 2025-12-31 |
| 140 | Allworth Financial LP | 9,600 | $137.9K | 0.04% | 2025-12-31 |
| 141 | Kentucky Trust Co | 8,252 | $118.5K | 0.03% | 2025-12-31 |
| 142 | MONTAG A & ASSOCIATES INC | 6,900 | $99.1K | 0.03% | 2025-12-31 |
| 143 | Princeton Global Asset Management LLC | 6,420 | $92.2K | 0.02% | 2025-12-31 |
| 144 | Olistico Wealth, LLC | 6,400 | $91.9K | 0.02% | 2025-12-31 |
| 145 | BankPlus Trust Department | 5,560 | $79.8K | 0.02% | 2025-12-31 |
| 146 | COMERICA BANK | 5,384 | $77.3K | 0.02% | 2025-12-31 |
| 147 | PRIVATE TRUST CO NA | 5,127 | $73.6K | 0.02% | 2025-12-31 |
| 148 | IFP Advisors, Inc | 4,752 | $68.2K | 0.02% | 2025-12-31 |
| 149 | Seneschal Advisors, LLC | 4,707 | $67.6K | 0.02% | 2025-12-31 |
| 150 | Main Street Group, LTD | 4,680 | $66.7K | 0.02% | 2025-09-30 |
| 151 | BARRETT & COMPANY, INC. | 3,600 | $51.7K | 0.01% | 2025-12-31 |
| 152 | FIFTH THIRD BANCORP | 3,550 | $51.0K | 0.01% | 2025-12-31 |
| 153 | HARBOUR INVESTMENTS, INC. | 3,421 | $49.1K | 0.01% | 2025-12-31 |
| 154 | J.W. COLE ADVISORS, INC. | 14,959 | $44.2K | 0.06% | 2025-12-31 |
| 155 | US BANCORP \DE\ | 3,075 | $44.2K | 0.01% | 2025-12-31 |
| 156 | Global Retirement Partners, LLC | 2,841 | $40.5K | 0.01% | 2025-09-30 |
| 157 | Vermillion Wealth Management, Inc. | 2,784 | $40.0K | 0.01% | 2025-12-31 |
| 158 | MAI Capital Management | 2,582 | $37.1K | 0.01% | 2025-12-31 |
| 159 | CENTRAL TRUST Co | 2,500 | $35.9K | 0.01% | 2025-12-31 |
| 160 | CoreCap Advisors, LLC | 2,446 | $35.1K | 0.01% | 2025-12-31 |
| 161 | Ameritas Advisory Services, LLC | 2,380 | $33.9K | 0.01% | 2025-09-30 |
| 162 | Newbridge Financial Services Group, Inc. | 2,363 | $33.7K | 0.01% | 2025-09-30 |
| 163 | Park Place Capital Corp | 2,003 | $28.8K | 0.00% | 2025-12-31 |
| 164 | BOKF, NA | 1,820 | $26.1K | 0.00% | 2025-12-31 |
| 165 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1,675 | $24.1K | 0.00% | 2025-12-31 |
| 166 | Strive Financial Group ,LLC | 1,650 | $23.7K | 0.00% | 2025-12-31 |
| 167 | DiNuzzo Private Wealth, Inc. | 1,297 | $18.6K | 0.00% | 2025-12-31 |
| 168 | SOA Wealth Advisors, LLC. | 1,250 | $17.9K | 0.00% | 2025-12-31 |
| 169 | Darwin Wealth Management, LLC | 1,114 | $16.1K | 0.00% | 2025-09-30 |
| 170 | GAMMA Investing LLC | 1,000 | $14.4K | 0.00% | 2025-12-31 |
| 171 | Blume Capital Management, Inc. | 1,000 | $14.3K | 0.00% | 2025-09-30 |
| 172 | Advisory Services Network, LLC | 1,000 | $14.3K | 0.00% | 2025-09-30 |
| 173 | Garton & Associates Financial Advisors LLC | 975 | $14.0K | 0.00% | 2025-12-31 |
| 174 | CoreFirst Bank & Trust | 937 | $13.5K | 0.00% | 2025-12-31 |
| 175 | Fortitude Family Office, LLC | 793 | $11.3K | 0.00% | 2025-09-30 |
| 176 | Turim 21 Investimentos Ltda. | 650 | $9.3K | 0.00% | 2025-12-31 |
| 177 | JPMORGAN CHASE & CO | 638 | $9.2K | 0.00% | 2025-12-31 |
| 178 | Spire Wealth Management | 517 | $7.4K | 0.00% | 2025-12-31 |
| 179 | Larson Financial Group LLC | 500 | $7.2K | 0.00% | 2025-12-31 |
| 180 | Laurel Wealth Advisors LLC | 400 | $5.7K | 0.00% | 2025-12-31 |
| 181 | Dunhill Financial, LLC | 396 | $5.6K | 0.00% | 2025-09-30 |
| 182 | Frazier Financial Advisors, LLC | 344 | $4.9K | 0.00% | 2025-12-31 |
| 183 | ASSETMARK, INC | 336 | $4.8K | 0.00% | 2025-12-31 |
| 184 | Concord Wealth Partners | 336 | $4.8K | 0.00% | 2025-09-30 |
| 185 | BELLEVUE ASSET MANAGEMENT, LLC | 333 | $4.8K | 0.00% | 2025-12-31 |
| 186 | Cambridge Investment Research Advisors, Inc. | 256,548 | $3.7K | 1.18% | 2025-12-31 |
| 187 | ARMSTRONG ADVISORY GROUP, INC | 200 | $2.9K | 0.00% | 2025-12-31 |
| 188 | WEDBUSH SECURITIES INC | 112,278 | $1.6K | 0.52% | 2025-12-31 |
| 189 | COHEN & STEERS, INC. | 90,931 | $1.3K | 0.42% | 2025-12-31 |
| 190 | Janney Montgomery Scott LLC | 66,111 | $949 | 0.30% | 2025-12-31 |
| 191 | Tower Research Capital LLC (TRC) | 55 | $790 | 0.00% | 2025-12-31 |
| 192 | Blue Trust, Inc. | 45 | $646 | 0.00% | 2025-12-31 |
| 193 | SHIKIAR ASSET MANAGEMENT INC | 23,075 | $331 | 0.10% | 2025-12-31 |
| 194 | CENTAURUS FINANCIAL, INC. | 15,684 | $225 | 0.07% | 2025-12-31 |
| 195 | Thrivent Financial for Lutherans | 14,844 | $213 | 0.06% | 2025-12-31 |
| 196 | Investor's Fiduciary Advisor Network, LLC | 11,358 | $163 | 0.05% | 2025-12-31 |
| 197 | Summit Global Investments | 10,429 | $150 | 0.04% | 2025-12-31 |
| 198 | Stolper Co | 10,394 | $149 | 0.04% | 2025-12-31 |
| 199 | Avion Wealth | 6,161 | $88 | 0.02% | 2025-12-31 |
| 200 | HUNTINGTON NATIONAL BANK | 1 | $14 | 0.00% | 2025-12-31 |
| 201 | CWM, LLC | 858 | $12 | 0.00% | 2025-12-31 |
| 202 | HANTZ FINANCIAL SERVICES, INC. | 788 | $11 | 0.00% | 2025-12-31 |
| 203 | HAZLETT, BURT & WATSON, INC. | 222 | $3 | 0.00% | 2025-12-31 |