BOSTON, MA
EATON VANCE MUNICIPAL INCOME 2028 TERM TRUSTETX— Latest position per institution from SEC 13F filings
15
Institutional holders
2.59M
Total shares held
46.14M
Estimated value
129.31K
Avg. position size
ROCKEFELLER CAPITAL MANAGEMENT L.P.
CIK 1739439
Shares
552.04K
Value
10.35M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
527.70K
Value
9.89M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
217.65K
Value
4.08M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
168.80K
Value
3.19M
Filed
Sep 30, 2024
UBS GROUP AG
CIK 1610520
Shares
135.16K
Value
2.53M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
134.33K
Value
2.52M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
130.59K
Value
2.45M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
98.35K
Value
1.84M
Filed
Jun 30, 2026
SENTINEL TRUST CO LBA
CIK 1114739
Shares
75K
Value
1.34K
Filed
Mar 31, 2024
CORIENT PRIVATE WEALTH LP
CIK 1948780
Shares
71.59K
Value
1.34M
Filed
Jun 30, 2026
MGO ONE SEVEN LLC
CIK 1731444
Shares
61K
Value
1.14M
Filed
Jun 30, 2026
SANCTUARY ADVISORS, LLC
CIK 1777271
Shares
59.02K
Value
1.11M
Filed
Jun 30, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
53.37K
Value
1.01M
Filed
Sep 30, 2024
FOCUSED ALPHA, LLC
CIK 2105062
Shares
46.85K
Value
822.31K
Filed
Sep 30, 2026
VAN ECK ASSOCIATES CORP
CIK 869178
Shares
46.05K
Value
861.00
Filed
Dec 31, 2025
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
45.80K
Value
864.62K
Filed
Sep 30, 2024
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
44.98K
Value
779.99K
Filed
Dec 31, 2023
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
40.85K
Value
766.03K
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
38.82K
Value
727.91K
Filed
Jun 30, 2026
MERIT FINANCIAL GROUP, LLC
CIK 1621225
Shares
38.31K
Value
718.31K
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 1739439 | 552.04K | 10.35M | Jun 30, 2026 |
| 2 | MORGAN STANLEY | 895421 | 527.70K | 9.89M | Jun 30, 2026 |
| 3 | RAYMOND JAMES FINANCIAL INC | 720005 | 217.65K | 4.08M | Jun 30, 2026 |
| 4 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 168.80K | 3.19M | Sep 30, 2024 |
| 5 | UBS GROUP AG | 1610520 | 135.16K | 2.53M | Jun 30, 2026 |
| 6 | LPL FINANCIAL LLC | 1403438 | 134.33K | 2.52M | Jun 30, 2026 |
| 7 | BANK OF AMERICA CORP /DE/ | 70858 | 130.59K | 2.45M | Jun 30, 2026 |
| 8 | WELLS FARGO & COMPANY/MN | 72971 | 98.35K | 1.84M | Jun 30, 2026 |
| 9 | SENTINEL TRUST CO LBA | 1114739 | 75K | 1.34K | Mar 31, 2024 |
| 10 | CORIENT PRIVATE WEALTH LP | 1948780 | 71.59K | 1.34M | Jun 30, 2026 |
| 11 | MGO ONE SEVEN LLC | 1731444 | 61K | 1.14M | Jun 30, 2026 |
| 12 | SANCTUARY ADVISORS, LLC | 1777271 | 59.02K | 1.11M | Jun 30, 2026 |
| 13 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 53.37K | 1.01M | Sep 30, 2024 |
| 14 | FOCUSED ALPHA, LLC | 2105062 | 46.85K | 822.31K | Sep 30, 2026 |
| 15 | VAN ECK ASSOCIATES CORP | 869178 | 46.05K | 861.00 | Dec 31, 2025 |
| 16 | RAYMOND JAMES & ASSOCIATES | 1084208 | 45.80K | 864.62K | Sep 30, 2024 |
| 17 | GUGGENHEIM CAPITAL LLC | 1283072 | 44.98K | 779.99K | Dec 31, 2023 |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 40.85K | 766.03K | Jun 30, 2026 |
| 19 | OSAIC HOLDINGS, INC. | 1677044 | 38.82K | 727.91K | Jun 30, 2026 |
| 20 | MERIT FINANCIAL GROUP, LLC | 1621225 | 38.31K | 718.31K | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.