ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
Eaton Vance Tax-Managed Buy-Write Opportunities Fund (ETV) Institutional Ownership
What the institutions did with ETV last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| SIMS INVESTMENT MANAGEMENT, LLC | 385.4K | 20.9% |
| Advisory Solutions Group, LLC | 208.3K | 11.3% |
| PARK AVENUE SECURITIES LLC | 148.3K | 8.1% |
| PMG Family Office LLC | 104.8K | 5.7% |
| WEDBUSH SECURITIES INC | 97.3K | 5.3% |
| Obermeyer Wealth Partners | 84.5K | 4.6% |
| OPPENHEIMER & CO INC | 80.0K | 4.3% |
| Focus Financial Network, Inc. | 54.3K | 3.0% |
| Wealth Alliance Advisory Group, LLC | 46.3K | 2.5% |
| SteelPeak Wealth, LLC | 40.1K | 2.2% |
| STABLEFORD CAPITAL II LLC | 37.6K | 2.0% |
| WEALTH EFFECTS LLC | 36.8K | 2.0% |
| Shaker Financial Services, LLC | 34.8K | 1.9% |
| STACKSTONE WEALTH, LLC | 33.5K | 1.8% |
| MCCARTER PRIVATE WEALTH SERVICES LLC | 29.0K | 1.6% |
| LANARK FINANCIAL, INC. | 28.8K | 1.6% |
| Triumph Capital Management | 27.3K | 1.5% |
| Dynamic Advisor Solutions LLC | 24.8K | 1.3% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 23.3K | 1.3% |
| SHIKIAR ASSET MANAGEMENT INC | 23.1K | 1.3% |
| DAVENPORT & Co LLC | 20.6K | 1.1% |
| Sigma Planning Corp | 19.2K | 1.0% |
| HB Wealth Management, LLC | 18.6K | 1.0% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 17.5K | 0.9% |
| Worth Asset Management, LLC | 17.2K | 0.9% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Shaker Financial Services, LLC | New | 0 | 34.8K | +34.8K |
| Advisory Solutions Group, LLC | Increased | 175.2K | 208.3K | +33.2K |
| DAVENPORT & Co LLC | New | 0 | 20.6K | +20.6K |
| Obermeyer Wealth Partners | Reduced | 101.1K | 84.5K | -16.6K |
| OPPENHEIMER & CO INC | Increased | 64.5K | 80.0K | +15.4K |
| Acorn Wealth Advisors, LLC | New | 0 | 11.8K | +11.8K |
| MISSION WEALTH MANAGEMENT, LP | Sold Out | 11.7K | 0 | -11.7K |
| Sigma Planning Corp | Increased | 12.4K | 19.2K | +6.8K |
| MCCARTER PRIVATE WEALTH SERVICES LLC | Increased | 23.9K | 29.0K | +5.2K |
| WEDBUSH SECURITIES INC | Reduced | 101.8K | 97.3K | -4.6K |
| INTEGRATED CAPITAL MANAGEMENT, INC. | Reduced | 27.8K | 23.3K | -4.5K |
| HB Wealth Management, LLC | Increased | 14.6K | 18.6K | +4.0K |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | Sold Out | 3.1K | 0 | -3.1K |
| GAMMA Investing LLC | Sold Out | 3.0K | 0 | -3.0K |
| Rydar Equities, Inc. | New | 0 | 2.8K | +2.8K |
| Vermillion Wealth Management, Inc. | Sold Out | 2.8K | 0 | -2.8K |
| STABLEFORD CAPITAL II LLC | Increased | 34.9K | 37.6K | +2.7K |
| SteelPeak Wealth, LLC | Reduced | 42.7K | 40.1K | -2.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 11.6K | 14.0K | +2.4K |
| Triumph Capital Management | Increased | 25.0K | 27.3K | +2.2K |
| Dynamic Advisor Solutions LLC | Reduced | 26.6K | 24.8K | -1.8K |
| TCFG Investment Advisors, LLC | Reduced | 15.6K | 14.0K | -1.6K |
| B. Riley Wealth Advisors, Inc. | Increased | 11.7K | 13.1K | +1.4K |
| PARK AVENUE SECURITIES LLC | Increased | 147.0K | 148.3K | +1.4K |
| RHODES INVESTMENT ADVISORS INC /ADV | Reduced | 11.0K | 10.0K | -1.0K |
| SIMS INVESTMENT MANAGEMENT, LLC | Reduced | 386.1K | 385.4K | -686 |
| Focus Financial Network, Inc. | Reduced | 54.6K | 54.3K | -341 |
| PMG Family Office LLC | Increased | 104.4K | 104.8K | +334 |
| Wealth Alliance Advisory Group, LLC | Reduced | 46.6K | 46.3K | -331 |
| IFP Advisors, Inc | Reduced | 5.4K | 5.0K | -328 |
| Cannon Advisors, Inc. | Increased | 14.7K | 15.0K | +295 |
| SILVERLAKE WEALTH MANAGEMENT LLC | Increased | 17.2K | 17.5K | +226 |
| HIGHLINE WEALTH PARTNERS LLC | Sold Out | 200 | 0 | -200 |
| WEALTH EFFECTS LLC | Increased | 36.7K | 36.8K | +143 |
| Diversified Enterprises, LLC | Increased | 16.7K | 16.8K | +66 |
| M.E. ALLISON & CO., INC. | Increased | 13.3K | 13.4K | +31 |
| PRIVATE TRUST CO NA | Increased | 5.1K | 5.1K | +13 |
| Farther Finance Advisors, LLC | Increased | 779 | 789 | +10 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.