Eaton Vance National Municipal Opportunities Trust - EOT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | History | Reduced | 526,862 | 8,909 | 0.61% | 0.7% | 1 | -29,583 | -5.32% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 383,578 | 6,486 | 0.0% | 0.0% | 2 | -9,999 | -2.54% | Q4 2025 | Feb 18, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 365,794 | 6,185 | 0.04% | 0.04% | 3 | +9,402 | 2.64% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 333,747 | 5,643 | 0.0% | 0.0% | 4 | +45,884 | 15.94% | Q4 2025 | Feb 17, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 228,730 | 3,867 | 0.13% | 0.21% | 5 | -112,358 | -32.94% | Q4 2025 | Jan 14, 2026 |
| UBS Group AG | History | Reduced | 185,117 | 3,130 | 0.0% | 0.0% | 6 | -8,120 | -4.2% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Added to | 119,398 | 2,019 | 0.0% | 0.0% | 7 | +3,838 | 3.32% | Q4 2025 | Feb 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 117,063 | 1,980 | 0.0% | 0.0% | 8 | +14,376 | 14.0% | Q4 2025 | Feb 13, 2026 |
| Fiera Capital Corp | History | New | 109,814 | 1,856 | 0.01% | — | 9 | +109,814 | New | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Reduced | 90,741 | 1,534 | 0.0% | 0.0% | 10 | -5,206 | -5.43% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 89,803 | 1,518 | 0.0% | — | 11 | +89,803 | New | Q4 2025 | Feb 17, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | New | 78,454 | 1,419 | 0.58% | — | 12 | +78,454 | New | Q4 2025 | Feb 13, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 81,920 | 1,385 | 0.8% | 0.84% | 13 | -4,131 | -4.8% | Q4 2025 | Jan 16, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 76,951 | 1,301 | 0.0% | 0.0% | 14 | -9,814 | -11.31% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 61,069 | 1,032 | 0.0% | 0.0% | 15 | +34,605 | 130.76% | Q4 2025 | Feb 19, 2026 |
| Wakefield Asset Management LLLP | History | New | 60,012 | 1,014 | 0.28% | — | 16 | +60,012 | New | Q4 2025 | Feb 05, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 56,119 | 948 | 0.0% | 0.0% | 17 | +35,871 | 177.16% | Q4 2025 | Jan 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 39,900 | 674 | 0.0% | 0.0% | 18 | -2,905 | -6.79% | Q4 2025 | Feb 13, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 36,365 | 614 | 0.12% | 0.11% | 19 | +4,643 | 14.64% | Q4 2025 | Feb 11, 2026 |
| Formidable Asset Management, LLC | History | Added to | 31,600 | 525 | 0.08% | 0.06% | 20 | +9,500 | 42.99% | Q4 2025 | Jan 16, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 30,547 | 516 | 0.09% | 0.09% | 21 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 27,797 | 470 | 0.0% | 0.0% | 22 | -5,763 | -17.17% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 26,773 | 452 | 0.01% | 0.0% | 23 | +12,860 | 92.43% | Q4 2025 | Mar 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 26,528 | 448 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 26,549 | 448 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Regal Investment Advisors LLC | History | Added to | 26,421 | 446 | 0.03% | 0.03% | 26 | +1,003 | 3.95% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 22,538 | 381 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 22,158 | 374 | 0.0% | 0.0% | 28 | -261 | -1.16% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 19,630 | 331 | 0.0% | 0.0% | 29 | +1,000 | 5.37% | Q4 2025 | Feb 18, 2026 |
| HighTower Advisors, LLC | History | No change | 15,940 | 269 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | New | 15,423 | 260 | 0.0% | — | 31 | +15,423 | New | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 14,600 | 246 | 0.01% | 0.0% | 32 | +4,600 | 46.0% | Q4 2025 | Feb 02, 2026 |
| Closed-End Fund Advisors, Inc. | History | New | 11,837 | 200 | 0.12% | — | 33 | +11,837 | New | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Reduced | 11,382 | 192 | 0.0% | 0.0% | 34 | -500 | -4.21% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 11,010 | 186 | 0.0% | 0.0% | 35 | -148 | -1.33% | Q4 2025 | Feb 05, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 10,925 | 184 | 0.0% | — | 36 | +10,925 | New | Q4 2025 | Feb 17, 2026 |
| Catalina Capital Group, LLC | History | Added to | 10,348 | 174 | 0.11% | 0.1% | 37 | +61 | 0.59% | Q4 2025 | Jan 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 10,045 | 169 | 0.0% | 0.0% | 38 | +1,947 | 24.04% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Reduced | 7,670 | 129 | 0.0% | 0.0% | 39 | -6,830 | -47.1% | Q4 2025 | Feb 17, 2026 |
| Noble Wealth Management PBC | History | No change | 7,300 | 123 | 0.06% | 0.06% | 40 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Mechanics Financial Corp | History | No change | 5,000 | 84 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,911 | 83 | 0.0% | 0.0% | 42 | +36 | 0.74% | Q4 2025 | Mar 16, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,000 | 50 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,432 | 41 | 0.0% | — | 44 | +2,432 | New | Q4 2025 | Feb 13, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 2,000 | 33 | 0.0% | 0.01% | 46 | -4,000 | -66.67% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,005 | 33 | 0.0% | 0.0% | 45 | +2 | 0.1% | Q4 2025 | Feb 17, 2026 |
| Elyxium Wealth, LLC | History | New | 1,645 | 27 | 0.01% | — | 47 | +1,645 | New | Q4 2025 | Feb 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,300 | 21 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,000 | 16 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 603 | 10 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ORG Wealth Partners, LLC | History | No change | 612 | 10 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 230 | 3 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,822 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,737 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,530 | -100.0% | Q3 2025 | Jan 13, 2026 |