Funds holding Eaton Vance Tax Mn
3 funds declare a position · 1 ETFs and 2 other funds · 5.3M $ · US27828X1000
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Invesco CEF Income Composite ETF Invesco Exchange-Traded Fund Trust II | 344,920 | 5.3M $ | 0.65 % | as of Feb 28, 2026 · Original filing |
| Multi-Hedge Strategies Fund Rydex Variable Trust | 155 | 2.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Guggenheim Multi-Hedge Strategies Fund Rydex Series Funds | 57 | 821.9 $ | 0.01 % | as of Mar 31, 2026 · Original filing |
Institutional managers
91 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 | |
|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | 680,729 | 9.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 506,381 | 7.3M $ | as of Mar 31, 2026 |
| Shaker Financial Services, LLC | 468,608 | 6.8M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 456,583 | 6.6M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 395,920 | 5.7M $ | as of Mar 31, 2026 |
| UBS Group AG | 376,208 | 5.4M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 334,080 | 4.8M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 302,650 | 4.4M $ | as of Mar 31, 2026 |
| 1607 Capital Partners, LLC | 297,953 | 4.3M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 208,188 | 3M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 206,350 | 3M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 200,944 | 2.9M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 150,552 | 2.2M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 126,525 | 1.8M $ | as of Mar 31, 2026 |
| Destiny Wealth Partners, LLC | 119,355 | 1.7M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 116,091 | 1.7M $ | as of Mar 31, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | 100,475 | 1.4M $ | as of Mar 31, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | 94,372 | 1.4M $ | as of Mar 31, 2026 |
| PMG Family Office LLC | 76,140 | 1.1M $ | as of Mar 31, 2026 |
| Meridian Wealth Management, LLC | 74,893 | 1.1M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 61,807 | 891K $ | as of Mar 31, 2026 |
| Quartz Partners, LLC | 52,078 | 751K $ | as of Mar 31, 2026 |
| CFO4Life Group, LLC | 46,237 | 666.7K $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 41,133 | 593.1K $ | as of Mar 31, 2026 |
| WCG Wealth Advisors LLC | 37,177 | 536.1K $ | as of Mar 31, 2026 |