Funds holding Eaton Vance T/M Bu
4 funds declare a position · 2 ETFs and 2 other funds · 20.9M $ · US27828Y1082
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Invesco CEF Income Composite ETF Invesco Exchange-Traded Fund Trust II | 1,386,218 | 20.3M $ | 2.48 % | as of Feb 28, 2026 · Original filing |
| 2 | Calamos CEF Income & Arbitrage ETF Calamos ETF Trust | 43,731 | 638.9K $ | 2.01 % | as of Apr 30, 2026 · Original filing |
| 3 | Multi-Hedge Strategies Fund Rydex Variable Trust | 164 | 2.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 4 | Guggenheim Multi-Hedge Strategies Fund Rydex Series Funds | 61 | 833.9 $ | 0.01 % | as of Mar 31, 2026 · Original filing |
Institutional managers
179 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 1,804,529 | 24.7M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 1,719,182 | 23.5M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 1,479,632 | 20.2M $ | as of Mar 31, 2026 |
| GUGGENHEIM CAPITAL LLC | 1,335,358 | 18.3M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 1,153,522 | 15.8M $ | as of Mar 31, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | 994,107 | 14.5M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 719,814 | 9.8M $ | as of Mar 31, 2026 |
| PRINCIPAL SECURITIES, INC. | 615,740 | 8.4M $ | as of Mar 31, 2026 |
| BALANCED WEALTH GROUP LLC | 606,954 | 8.3M $ | as of Mar 31, 2026 |
| UBS Group AG | 525,837 | 7.2M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 467,759 | 6.4M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 452,782 | 6.2M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 436,537 | 6M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 430,543 | 5.9M $ | as of Mar 31, 2026 |
| Steward Partners Investment Advisory, LLC | 423,531 | 5.8M $ | as of Mar 31, 2026 |
| MML INVESTORS SERVICES, LLC | 399,182 | 5.5M $ | as of Mar 31, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | 387,929 | 5.3M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 362,457 | 5M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 340,066 | 4.6M $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 317,449 | 4.3M $ | as of Mar 31, 2026 |
| Kingstone Capital Partners Texas, LLC | 307,504 | 4.2M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 297,695 | 4.1M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 267,092 | 3.7M $ | as of Mar 31, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | 255,669 | 3.5M $ | as of Mar 31, 2026 |
| Advisors Asset Management, Inc. | 247,876 | 3.4M $ | as of Mar 31, 2026 |