BOSTON, MA
EATON VANCE TAX-MANAGED BUY-WRITE OPPORTUNITIES FUNDETV— Latest position per institution from SEC 13F filings
15
Institutional holders
15.42M
Total shares held
206.73M
Estimated value
771.18K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
1.80M
Value
24.67M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
1.72M
Value
23.50M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
1.48M
Value
20.23M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
1.34M
Value
18.25M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
1.15M
Value
15.77M
Filed
Mar 31, 2026
PARAGON FINANCIAL PARTNERS, INC.
CIK 1910845
Shares
994.11K
Value
14.47M
Filed
Mar 31, 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
719.81K
Value
9.84M
Filed
Mar 31, 2026
PRINCIPAL SECURITIES, INC.
CIK 12600
Shares
615.74K
Value
8.42M
Filed
Mar 31, 2026
BALANCED WEALTH GROUP LLC
CIK 2009783
Shares
606.95K
Value
8.30M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
525.84K
Value
7.19M
Filed
Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
467.76K
Value
6.39M
Filed
Mar 31, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
452.78K
Value
6.19M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
436.54K
Value
5.97M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
430.54K
Value
5.89M
Filed
Mar 31, 2026
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
CIK 1723397
Shares
423.53K
Value
5.79M
Filed
Mar 31, 2026
MML INVESTORS SERVICES, LLC
CIK 701059
Shares
399.18K
Value
5.46M
Filed
Mar 31, 2026
SIMS INVESTMENT MANAGEMENT, LLC
CIK 2053807
Shares
387.93K
Value
5.30M
Filed
Mar 31, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
372.71K
Value
5.37K
Filed
Dec 31, 2024
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
362.46K
Value
4.96M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 1.80M | 24.67M | Mar 31, 2026 |
| 2 | LPL FINANCIAL LLC | 1403438 | 1.72M | 23.50M | Mar 31, 2026 |
| 3 | INVESCO LTD. | 914208 | 1.48M | 20.23M | Mar 31, 2026 |
| 4 | GUGGENHEIM CAPITAL LLC | 1283072 | 1.34M | 18.25M | Mar 31, 2026 |
| 5 | RAYMOND JAMES FINANCIAL INC | 720005 | 1.15M | 15.77M | Mar 31, 2026 |
| 6 | PARAGON FINANCIAL PARTNERS, INC. | 1910845 | 994.11K | 14.47M | Mar 31, 2026 |
| 7 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 735.41K | 10.15M | Sep 30, 2024 |
| 8 | BANK OF AMERICA CORP /DE/ | 70858 | 719.81K | 9.84M | Mar 31, 2026 |
| 9 | PRINCIPAL SECURITIES, INC. | 12600 | 615.74K | 8.42M | Mar 31, 2026 |
| 10 | BALANCED WEALTH GROUP LLC | 2009783 | 606.95K | 8.30M | Mar 31, 2026 |
| 11 | UBS GROUP AG | 1610520 | 525.84K | 7.19M | Mar 31, 2026 |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 467.76K | 6.39M | Mar 31, 2026 |
| 13 | AMERIPRISE FINANCIAL INC | 820027 | 452.78K | 6.19M | Mar 31, 2026 |
| 14 | WELLS FARGO & COMPANY/MN | 72971 | 436.54K | 5.97M | Mar 31, 2026 |
| 15 | ROYAL BANK OF CANADA | 1000275 | 430.54K | 5.89M | Mar 31, 2026 |
| 16 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 1723397 | 423.53K | 5.79M | Mar 31, 2026 |
| 17 | MML INVESTORS SERVICES, LLC | 701059 | 399.18K | 5.46M | Mar 31, 2026 |
| 18 | SIMS INVESTMENT MANAGEMENT, LLC | 2053807 | 387.93K | 5.30M | Mar 31, 2026 |
| 19 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 372.71K | 5.37K | Dec 31, 2024 |
| 20 | OSAIC HOLDINGS, INC. | 1677044 | 362.46K | 4.96M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.