Who Owns EATON VANCE (ETJ)? -- Institutional Holders (2026-06-30)

129 institutions reported holding $119.4M of EATON VANCE (ETJ) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($19.3M), RAYMOND JAMES FINANCIAL INC ($16.5M), GUGGENHEIM CAPITAL LLC ($11.6M), OSAIC HOLDINGS, INC. ($10.4M), Invesco Ltd. ($7.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$19.3M2.3MAdded
2RAYMOND JAMES FINANCIAL INC$16.5M2.0MAdded
3GUGGENHEIM CAPITAL LLC$11.6M1.4MAdded
4OSAIC HOLDINGS, INC.$10.4M1.3MAdded
5Invesco Ltd.$7.3M877,603Trimmed
6MORGAN STANLEY$6.1M738,664Added
7Advisors Asset Management, Inc.$4.0M481,799Trimmed
8AMERIPRISE FINANCIAL INC$3.7M444,704Added
9COHEN & STEERS, INC.$1.8M221,380Trimmed
10Shaker Financial Services, LLC$1.7M206,902Trimmed
11Cambridge Investment Research Advisors, Inc.$1.7M203,865Added
12Focus Partners Wealth$1.6M191,837Trimmed
13Financial Alternatives, Inc$1.5M180,120Trimmed
14WELLS FARGO & COMPANY/MN$1.5M176,273Trimmed
15BANK OF AMERICA CORP /DE/$1.3M160,363Added
16&PARTNERS$1.3M156,301Added
17Private Advisor Group, LLC$1.2M150,552Added
18IHT Wealth Management, LLC$1.2M148,488Trimmed
19Steward Partners Investment Advisory, LLC$1.2M145,117Added
20TWO SIGMA INVESTMENTS, LP$1.1M133,176Hold
21First Heartland Consultants, Inc.$1.1M129,146Added
22Advisory Services Network, LLC$1.0M121,745Added
23Royal Bank of Canada$986,000119,235Added
24Creative Planning$980,362118,544Trimmed
25PMG Family Office LLC$897,750108,555Added

Source: SEC Form 13F filings · as of 2026-06-30