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

229 institutions reported holding $568.5M of EATON VANCE (ETY) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($192.1M), RAYMOND JAMES FINANCIAL INC ($35.7M), WELLS FARGO & COMPANY/MN ($32.3M), Invesco Ltd. ($23.2M), AMERIPRISE FINANCIAL INC ($22.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$192.1M13.2MAdded
2RAYMOND JAMES FINANCIAL INC$35.7M2.5MTrimmed
3WELLS FARGO & COMPANY/MN$32.3M2.2MAdded
4Invesco Ltd.$23.2M1.6MAdded
5AMERIPRISE FINANCIAL INC$22.1M1.5MAdded
6LPL Financial LLC$19.0M1.3MAdded
7PRINCIPAL SECURITIES, INC.$15.7M1.1MTrimmed
8GUGGENHEIM CAPITAL LLC$13.7M944,121Added
9MATRIX PRIVATE CAPITAL GROUP LLC$12.2M838,609Added
10BANK OF AMERICA CORP /DE/$11.0M756,515Trimmed
11OSAIC HOLDINGS, INC.$10.1M692,131Added
12RFG Advisory, LLC$9.3M642,216Added
13Baird Financial Group, Inc.$9.2M634,045Added
14Royal Bank of Canada$7.6M525,102Trimmed
15UBS Group AG$7.2M497,889Trimmed
16IHT Wealth Management, LLC$7.0M481,281Added
17Pathway Financial Advisers, LLC$6.5M446,419Added
18STIFEL FINANCIAL CORP$6.1M417,788Trimmed
19Rockefeller Capital Management L.P.$5.5M375,555Added
20COHEN & STEERS, INC.$5.2M355,617Added
21Cambridge Investment Research Advisors, Inc.$5.0M341,464Trimmed
22Cypress Capital Management LLC (WY)$4.9M336,048Trimmed
23Cetera Investment Advisers$4.5M312,073Added
24WOLVERINE ASSET MANAGEMENT LLC$4.4M301,811Added
25CoreCap Advisors, LLC$4.3M298,720Trimmed

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