Eaton Vance National Municipal Opportunities Trust (EOT) — Institutional Holders, Q2 2026
53 institutional investment managers reported a EOT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $62.3M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
EOT in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
New positions
9
Added to
15
Trimmed
13
Sold out
0
Biggest buyers
- ROBINSON CAPITAL MANAGEMENTAdded · +35,597 sh+$627.2K
- Wakefield Asset Management LLLPAdded · +26,504 sh+$467.0K
- Hennion & Walsh Asset ManagementAdded · +20,523 sh+$361.6K
- AMERIPRISE FINANCIALAdded · +15,442 sh+$272.1K
- HRT FINANCIALNew · +13,534 sh+$238.5K
Biggest sellers
- 1607 Capital PartnersTrimmed · -98,391 sh-$1.7M
- GUGGENHEIM CAPITALTrimmed · -73,184 sh-$1.3M
- WELLS FARGO & COMPANYTrimmed · -9,555 sh-$168.4K
- ROYAL BANK OF CANADATrimmed · -7,017 sh-$123.6K
- MELFA WEALTH MANAGEMENTTrimmed · -5,205 sh-$91.7K
EOT 13F holders ranked 1–53 of 53
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL#1 · 422,877 sh | 422,877 | $7.5M | <0.01% | +2.9% |
| 2 | 1607 Capital Partners#2 · 422,771 sh | 422,771 | $7.4M | 0.65% | -18.9% |
| 3 | JONES FINANCIAL COMPANIES LLLP#3 · 394,764 sh | 394,764 | $7.0M | <0.01% | +2.4% |
| 4 | GUGGENHEIM CAPITAL#4 · 277,266 sh | 277,266 | $4.9M | 0.03% | -20.9% |
| 5 | Hennion & Walsh Asset Management#5 · 249,178 sh | 249,178 | $4.4M | — | +9.0% |
| 6 | UBS Group AG#6 · 190,620 sh | 190,620 | $3.4M | <0.01% | +0.7% |
| 7 | LPL Financial#7 · 133,465 sh | 133,465 | $2.4M | <0.01% | +10.9% |
| 8 | VAN ECK ASSOCIATES#8 · 130,733 sh | 130,733 | $2.3M | <0.01% | +3.9% |
| 9 | MORGAN STANLEY#9 · 129,438 sh | 129,438 | $2.3M | <0.01% | +5.8% |
| 10 | ROBINSON CAPITAL MANAGEMENT#10 · 108,458 sh | 108,458 | $2.0M | 0.88% | +48.9% |
| 11 | ROYAL BANK OF CANADA#11 · 98,914 sh | 98,914 | $1.7M | <0.01% | -6.6% |
| 12 | Wakefield Asset Management LLLP#12 · 95,845 sh | 95,845 | $1.7M | 0.38% | +38.2% |
| 13 | Invesco Ltd.#13 · 82,647 sh | 82,647 | $1.5M | <0.01% | -0.9% |
| 14 | MELFA WEALTH MANAGEMENT#14 · 74,197 sh | 74,197 | $1.3M | 0.70% | -6.6% |
| 15 | BANK OF AMERICA#15 · 71,238 sh | 71,238 | $1.3M | <0.01% | -6.6% |
| 16 | Allspring Global Investments#16 · 56,187 sh | 56,187 | $990.0K | <0.01% | 0.0% |
| 17 | Fiera Capital#17 · 56,143 sh | 56,143 | $989.2K | <0.01% | -4.7% |
| 18 | AMERIPRISE FINANCIAL#18 · 41,220 sh | 41,220 | $726.3K | <0.01% | +59.9% |
| 19 | Formidable Asset Management#19 · 41,183 sh | 41,183 | $705.1K | 0.11% | -3.5% |
| 20 | Ackerman Capital Advisors#20 · 29,513 sh | 29,513 | $520.0K | 0.10% | -14.4% |
| 21 | WELLS FARGO & COMPANY#21 · 29,000 sh | 29,000 | $511.0K | <0.01% | -24.8% |
| 22 | Regal Investment Advisors#22 · 28,531 sh | 28,531 | $502.7K | 0.03% | -7.1% |
| 23 | Baird Financial Group#23 · 27,868 sh | 27,868 | $491.0K | <0.01% | +24.6% |
| 24 | Legacy Financial Strategies#24 · 27,684 sh | 27,684 | $487.8K | — | -9.4% |
| 25 | COMMONWEALTH EQUITY SERVICES#25 · 26,758 sh | 26,758 | $471.5K | <0.01% | +0.9% |
| 26 | Concurrent Investment Advisors#26 · 26,549 sh | 26,549 | $467.8K | — | 0.0% |
| 27 | World Investment Advisors#27 · 26,941 sh | 26,941 | $461.2K | <0.01% | 0.0% |
| 28 | Summit Trail Advisors#28 · 24,260 sh | 24,260 | $427.5K | <0.01% | -5.2% |
| 29 | BENJAMIN EDWARDS#29 · 22,538 sh | 22,538 | $397.1K | <0.01% | 0.0% |
| 30 | NewEdge Advisors#30 · 20,630 sh | 20,630 | $363.5K | <0.01% | +17.0% |
| 31 | Steward Partners Investment Advisory#31 · 19,025 sh | 19,025 | $335.2K | <0.01% | +65.4% |
| 32 | HighTower Advisors#32 · 17,936 sh | 17,936 | $316.0K | <0.01% | 0.0% |
| 33 | HRT FINANCIAL#33 · 13,534 sh | 13,534 | $238.0K | <0.01% | New |
| 34 | Keudell/Morrison Wealth Management#34 · 12,459 sh | 12,459 | $219.5K | — | New |
| 35 | OSAIC#35 · 12,331 sh | 12,331 | $217.3K | <0.01% | New |
| 36 | Closed-End Fund Advisors#36 · 11,837 sh | 11,837 | $208.6K | 0.20% | 0.0% |
| 37 | RIVERNORTH CAPITAL MANAGEMENT#37 · 11,504 sh | 11,504 | $202.7K | <0.01% | New |
| 38 | Creative Planning#38 · 11,382 sh | 11,382 | $200.6K | <0.01% | 0.0% |
| 39 | Cambridge Investment Research Advisors#39 · 11,089 sh | 11,089 | $195.0K | <0.01% | +0.1% |
| 40 | Mutual Advisors#40 · 10,000 sh | 10,000 | $176.2K | <0.01% | 0.0% |
| 41 | Ancora Advisors#41 · 7,670 sh | 7,670 | $135.1K | <0.01% | New |
| 42 | Mechanics Financial#42 · 5,000 sh | 5,000 | $88.1K | 0.03% | 0.0% |
| 43 | Farther Finance Advisors#43 · 4,830 sh | 4,830 | $85.1K | — | 0.0% |
| 44 | Rockefeller Capital Management L.P.#44 · 3,245 sh | 3,245 | $57.2K | <0.01% | 0.0% |
| 45 | PRIVATE NA#45 · 3,000 sh | 3,000 | $52.9K | — | 0.0% |
| 46 | Center for Financial Planning#46 · 2,000 sh | 2,000 | $35.2K | — | 0.0% |
| 47 | Integrated Wealth Concepts#47 · 1,600 sh | 1,600 | $28.2K | <0.01% | New |
| 48 | ROTHSCHILD INVESTMENT#48 · 1,300 sh | 1,300 | $22.9K | <0.01% | 0.0% |
| 49 | Clear Street Group#49 · 813 sh | 813 | $14.3K | 0.00% | New |
| 50 | ORG Wealth Partners#50 · 612 sh | 612 | $10.8K | <0.01% | 0.0% |
| 51 | Institute for Wealth Management#51 · 600 sh | 600 | $10.6K | <0.01% | New |
| 52 | Beaird Harris Wealth Management#52 · 556 sh | 556 | $9.8K | <0.01% | New |
| 53 | OF TOLEDO NA#53 · 230 sh | 230 | $4.1K | — | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.