Eaton Vance Municipal Income 2028 Term Trust - ETX
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | History | Reduced | 552,039 | 10,350 | 0.02% | 0.02% | 1 | -1,700 | -0.31% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Added to | 527,704 | 9,894 | 0.0% | 0.0% | 2 | +99,967 | 23.37% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 217,654 | 4,081 | 0.0% | 0.0% | 3 | -17,058 | -7.27% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 135,161 | 2,534 | 0.0% | 0.0% | 4 | -6,540 | -4.62% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 134,330 | 2,518 | 0.0% | 0.0% | 5 | +1,950 | 1.47% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 130,593 | 2,448 | 0.0% | 0.0% | 6 | -2,651 | -1.99% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 98,346 | 1,843 | 0.0% | 0.0% | 7 | -10,601 | -9.73% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | Added to | 71,586 | 1,342 | 0.0% | 0.0% | 8 | +163 | 0.23% | Q2 2026 | Aug 27, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 60,996 | 1,143 | 0.02% | 0.01% | 9 | +20,481 | 50.55% | Q2 2026 | Jul 31, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 59,019 | 1,106 | 0.01% | 0.01% | 10 | -4,996 | -7.8% | Q2 2026 | Aug 13, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 46,649 | 874 | 0.22% | 0.26% | 11 | +232 | 0.5% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 40,855 | 766 | 0.0% | 0.0% | 12 | +621 | 1.54% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 38,822 | 727 | 0.0% | 0.0% | 13 | +18,792 | 93.82% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 38,310 | 718 | 0.0% | 0.01% | 14 | +168 | 0.44% | Q2 2026 | Jul 20, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 36,772 | 689 | 0.0% | 0.0% | 15 | +1,872 | 5.36% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 32,828 | 615 | 0.0% | 0.0% | 16 | +1,618 | 5.18% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 28,386 | 532 | 0.0% | 0.0% | 17 | -3,110 | -9.87% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 26,921 | 504 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | Reduced | 24,305 | 455 | 0.0% | 0.0% | 19 | -543 | -2.19% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | New | 23,928 | 448 | 0.0% | — | 20 | +23,928 | New | Q2 2026 | Aug 10, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 21,875 | 410 | 0.1% | 0.11% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 21,662 | 406 | 0.0% | 0.0% | 22 | +2,478 | 12.92% | Q2 2026 | Jul 28, 2026 |
| Stronghold Wealth Management L.L.C. | History | Reduced | 19,420 | 364 | 0.49% | 0.56% | 23 | -777 | -3.85% | Q2 2026 | Jul 24, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 15,940 | 298 | 0.03% | 0.04% | 24 | -1,107 | -6.49% | Q2 2026 | Jul 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 14,992 | 281 | 0.0% | 0.0% | 25 | -936 | -5.88% | Q2 2026 | Aug 14, 2026 |
| Anchor Investment Management, LLC | History | No change | 13,400 | 251 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 13,001 | 243 | 0.0% | — | 27 | +13,001 | New | Q2 2026 | Aug 14, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 12,649 | 237 | 0.13% | 0.16% | 28 | -2,723 | -17.71% | Q2 2026 | Jul 24, 2026 |
| World Investment Advisors | History | No change | 12,388 | 227 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 11,859 | 222 | 0.0% | 0.0% | 30 | -2,533 | -17.6% | Q2 2026 | Sep 08, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 11,336 | 212 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mutual Advisors, LLC | History | Reduced | 10,336 | 193 | 0.0% | 0.01% | 32 | -8,247 | -44.38% | Q2 2026 | Aug 14, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 10,000 | 187 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 7,000 | 131 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,920 | 36 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clear Street Group Inc. | History | New | 1,874 | 35 | 0.0% | — | 36 | +1,874 | New | Q2 2026 | Aug 12, 2026 |
| Colonial Trust Co / SC | History | No change | 1,500 | 28 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 816 | 15 | 0.0% | 0.0% | 38 | +10 | 1.24% | Q2 2026 | Aug 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 405 | 7 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 370 | 6 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,928 | -100.0% | Q1 2026 | Apr 07, 2026 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.0% | — | -316 | -100.0% | Q2 2026 | Jul 01, 2026 |
| TRUST CO OF VERMONT | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hara Capital LLC | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |