ETB

Eaton Vance T/M Buy-WRT IncETF$15.71 0.58%
UnclassifiedUSCUSIP 27828X100· EOD Aug 27, 2026◍ Confluence graph
Tracked 13F Holders
90
-34 QoQ
13F Value (tracked)
$82.8M
13F Moves · latest Q
24 added
6 trimmed
Recent Filings
15

Price & smart-money activity

$15.71 0.58%5Y -5.0%
$11.25$12.87$14.49$16.11$17.732021202220232024202520265443633433835584749413761031071113141513131311189175
Hover for who · click for detailEnd-of-day closing prices52w $13.98 – $15.71

Who owns ETB?

90 tracked 13F filers

90 tracked 13F filers disclose a position in ETB as of the latest SEC 13F filings, a combined $82.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1GUGGENHEIM CAPITAL LLC
$9.8M
681K
+21%
Added · +116K sh
Q1 2026
2MORGAN STANLEY
$7.3M
506K
−3.9%
Reduced · −21K sh
Q1 2026
3BANK OF AMERICA CORP /DE/
$6.6M
457K
+4.1%
Added · +18K sh
Q1 2026
4Shaker Financial Services, LLC
$6.8M
438K
−6.6%
Reduced · −31K sh
Q2 2026
5UBS Group AG
$5.4M
376K
+2.8%
Added · +10K sh
Q1 2026
6LPL Financial LLC
$4.8M
334K
+4.9%
Added · +16K sh
Q1 2026
7Cetera Investment Advisers
$4.4M
303K
+2.5%
Added · +7K sh
Q1 2026
81607 Capital Partners, LLC
$4.6M
298K
Held
Q2 2026
9COMMONWEALTH EQUITY SERVICES, LLC
$3.0M
208K
+5.8%
Added · +12K sh
Q1 2026
10RAYMOND JAMES FINANCIAL INC
$3.0M
206K
−1.8%
Reduced · −4K sh
Q1 2026
11WELLS FARGO & COMPANY/MN
$2.9M
201K
−2.5%
Reduced · −5K sh
Q1 2026
12OSAIC HOLDINGS, INC.
$2.2M
151K
+14%
Added · +19K sh
Q1 2026
13ENVESTNET ASSET MANAGEMENT INC
$1.8M
127K
−1.1%
Reduced · −1K sh
Q1 2026
14AMERIPRISE FINANCIAL INC
$1.7M
116K
−0.4%
Reduced · −517 sh
Q1 2026
15SIMS INVESTMENT MANAGEMENT, LLC
$1.6M
100K
Held
Q2 2026
16Advisors Asset Management, Inc.
$1.6M
94K
New
+94K sh
Q3 2026
17PMG Family Office LLC
$1.2M
78K
+2.1%
Added · +2K sh
Q2 2026
18Meridian Wealth Management, LLC
$1.1M
75K
+4.0%
Added · +3K sh
Q1 2026
19ROYAL BANK OF CANADA
$891K
62K
−8.9%
Reduced · −6K sh
Q1 2026
20CFO4Life Group, LLC
$732K
47K
+1.8%
Added · +849 sh
Q2 2026
21TWO SIGMA INVESTMENTS, LP
$593K
41K
Held
Q1 2026
22WCG Wealth Advisors LLC
$536K
37K
Held
Q1 2026
23D.A. DAVIDSON & CO.
$532K
34K
Held
Q2 2026
24MML INVESTORS SERVICES, LLC
$496K
32K
+14%
Added · +4K sh
Q2 2026
25Ameritas Advisory Services, LLC
$490K
32K
+25%
Added · +6K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is ETB being bought or sold by institutions?

Last quarter, 7 funds opened a new position in ETB and 17 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
7
funds
Added
17
funds
Reduced
6
funds
Exited
0
funds

Funds that own ETB also own

CompanyCo-held byCombined value
APPLE INCAAPL41 funds$5.8B
NVIDIA CORPNVDA41 funds$5.1B
AMAZON.COM INCAMZN41 funds$3.1B
MICROSOFT CORPMSFT41 funds$2.7B
SS SPDR S&P 500 ETF TRUST-USSPY41 funds$2.7B
INVESCO QQQ TRUST SERIES 1QQQ41 funds$2.0B
MERCK & CO. INC.MRK41 funds$451.8M
COCA-COLA CO/THEKO41 funds$328.8M
VANGUARD S&P 500 ETFVOO40 funds$2.1B
JPMORGAN CHASE & COJPM40 funds$2.0B
BERKSHIRE HATHAWAY INC-CL BBRK/B40 funds$1.7B
PALANTIR TECHNOLOGIES INC-APLTR40 funds$1.3B

Ranked by how many of ETB's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

46 funds-16 since Q3 2024
04080Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $21.5M

Recent filings

15 shown

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Connected entities for ETB

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Ask your agent what changed in ETB

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ETB/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ETB.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ETB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.