BOSTON, MA
EATON VANCE TAX-MANAGED BUY-WRITE OPPORTUNITIES FUNDETV— Latest position per institution from SEC 13F filings
15
Institutional holders
15.71M
Total shares held
227.28M
Estimated value
785.70K
Avg. position size
LPL FINANCIAL LLC
CIK 1403438
Shares
1.87M
Value
27.84M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
1.87M
Value
27.81M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
1.46M
Value
21.68M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
1.45M
Value
21.51M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
1.17M
Value
17.40M
Filed
Jun 30, 2026
PARAGON FINANCIAL PARTNERS, INC.
CIK 1910845
Shares
973.13K
Value
14.27M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
735.41K
Value
10.15M
Filed
Sep 30, 2024
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
671.35K
Value
9.99M
Filed
Jun 30, 2026
BALANCED WEALTH GROUP LLC
CIK 2009783
Shares
617.43K
Value
9.19M
Filed
Jun 30, 2026
PRINCIPAL SECURITIES, INC.
CIK 12600
Shares
591.36K
Value
8.80M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
491.89K
Value
7.32M
Filed
Jun 30, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
482.97K
Value
7.19M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
467.15K
Value
6.95M
Filed
Jun 30, 2026
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
CIK 1723397
Shares
437.54K
Value
6.51M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
436.14K
Value
6.49M
Filed
Jun 30, 2026
MML INVESTORS SERVICES, LLC
CIK 701059
Shares
434.34K
Value
6.46M
Filed
Jun 30, 2026
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
407.82K
Value
6.07M
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
396.18K
Value
5.90M
Filed
Jun 30, 2026
SIMS INVESTMENT MANAGEMENT, LLC
CIK 2053807
Shares
386.08K
Value
5.74M
Filed
Jun 30, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
372.71K
Value
5.37K
Filed
Dec 31, 2024
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | LPL FINANCIAL LLC | 1403438 | 1.87M | 27.84M | Jun 30, 2026 |
| 2 | MORGAN STANLEY | 895421 | 1.87M | 27.81M | Jun 30, 2026 |
| 3 | GUGGENHEIM CAPITAL LLC | 1283072 | 1.46M | 21.68M | Jun 30, 2026 |
| 4 | INVESCO LTD. | 914208 | 1.45M | 21.51M | Jun 30, 2026 |
| 5 | RAYMOND JAMES FINANCIAL INC | 720005 | 1.17M | 17.40M | Jun 30, 2026 |
| 6 | PARAGON FINANCIAL PARTNERS, INC. | 1910845 | 973.13K | 14.27M | Jun 30, 2026 |
| 7 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 735.41K | 10.15M | Sep 30, 2024 |
| 8 | BANK OF AMERICA CORP /DE/ | 70858 | 671.35K | 9.99M | Jun 30, 2026 |
| 9 | BALANCED WEALTH GROUP LLC | 2009783 | 617.43K | 9.19M | Jun 30, 2026 |
| 10 | PRINCIPAL SECURITIES, INC. | 12600 | 591.36K | 8.80M | Jun 30, 2026 |
| 11 | WELLS FARGO & COMPANY/MN | 72971 | 491.89K | 7.32M | Jun 30, 2026 |
| 12 | AMERIPRISE FINANCIAL INC | 820027 | 482.97K | 7.19M | Jun 30, 2026 |
| 13 | UBS GROUP AG | 1610520 | 467.15K | 6.95M | Jun 30, 2026 |
| 14 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 1723397 | 437.54K | 6.51M | Jun 30, 2026 |
| 15 | ROYAL BANK OF CANADA | 1000275 | 436.14K | 6.49M | Jun 30, 2026 |
| 16 | MML INVESTORS SERVICES, LLC | 701059 | 434.34K | 6.46M | Jun 30, 2026 |
| 17 | CETERA INVESTMENT ADVISERS | 1666741 | 407.82K | 6.07M | Jun 30, 2026 |
| 18 | OSAIC HOLDINGS, INC. | 1677044 | 396.18K | 5.90M | Jun 30, 2026 |
| 19 | SIMS INVESTMENT MANAGEMENT, LLC | 2053807 | 386.08K | 5.74M | Jun 30, 2026 |
| 20 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 372.71K | 5.37K | Dec 31, 2024 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.