Eaton Vance Municipal Income 2028 Term Trust (ETX) — Institutional Holders, Q2 2026
43 institutional investment managers reported a ETX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $47.6M. 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.
ETX 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.
Biggest buyers
- MORGAN STANLEYAdded · +99,967 sh+$1.9M
- SRS Capital AdvisorsNew · +23,928 sh+$448.6K
- MGO ONE SEVENAdded · +20,481 sh+$384.0K
- OSAICAdded · +18,792 sh+$352.4K
- SUSQUEHANNA INTERNATIONAL GROUP, LLPNew · +13,001 sh+$243.8K
Biggest sellers
- RAYMOND JAMES FINANCIALTrimmed · -17,058 sh-$319.8K
- WELLS FARGO & COMPANYTrimmed · -10,601 sh-$198.8K
- Mutual AdvisorsTrimmed · -8,247 sh-$154.6K
- UBS Group AGTrimmed · -6,540 sh-$122.6K
- Sanctuary AdvisorsTrimmed · -4,996 sh-$93.7K
ETX 13F holders ranked 1–43 of 43
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P.#1 · 552,039 sh | 552,039 | $10.4M | 0.02% | -0.3% |
| 2 | MORGAN STANLEY#2 · 527,704 sh | 527,704 | $9.9M | <0.01% | +23.4% |
| 3 | RAYMOND JAMES FINANCIAL#3 · 217,654 sh | 217,654 | $4.1M | <0.01% | -7.3% |
| 4 | UBS Group AG#4 · 135,161 sh | 135,161 | $2.5M | <0.01% | -4.6% |
| 5 | LPL Financial#5 · 134,330 sh | 134,330 | $2.5M | <0.01% | +1.5% |
| 6 | BANK OF AMERICA#6 · 130,593 sh | 130,593 | $2.4M | <0.01% | -2.0% |
| 7 | WELLS FARGO & COMPANY#7 · 98,346 sh | 98,346 | $1.8M | <0.01% | -9.7% |
| 8 | Corient Private Wealth#8 · 71,586 sh | 71,586 | $1.3M | <0.01% | +0.2% |
| 9 | MGO ONE SEVEN#9 · 60,996 sh | 60,996 | $1.1M | 0.02% | +50.6% |
| 10 | Sanctuary Advisors#10 · 59,019 sh | 59,019 | $1.1M | <0.01% | -7.8% |
| 11 | FOCUSED ALPHA#11 · 46,649 sh | 46,649 | $874.7K | — | +0.5% |
| 12 | COMMONWEALTH EQUITY SERVICES#12 · 40,855 sh | 40,855 | $766.0K | <0.01% | +1.5% |
| 13 | OSAIC#13 · 38,822 sh | 38,822 | $727.9K | <0.01% | +93.8% |
| 14 | Merit Financial Group#14 · 38,310 sh | 38,310 | $718.3K | <0.01% | +0.4% |
| 15 | ROYAL BANK OF CANADA#15 · 36,772 sh | 36,772 | $689.0K | <0.01% | +5.4% |
| 16 | STIFEL FINANCIAL#16 · 32,828 sh | 32,828 | $615.5K | <0.01% | +5.2% |
| 17 | TRUIST FINANCIAL#17 · 28,386 sh | 28,386 | $532.2K | <0.01% | -9.9% |
| 18 | Steward Partners Investment Advisory#18 · 26,921 sh | 26,921 | $504.8K | <0.01% | 0.0% |
| 19 | Invesco Ltd.#19 · 24,305 sh | 24,305 | $455.7K | 0.00% | -2.2% |
| 20 | SRS Capital Advisors#20 · 23,928 sh | 23,928 | $448.6K | <0.01% | New |
| 21 | Integrated Wealth Concepts#21 · 23,719 sh | 23,719 | $444.7K | <0.01% | +64.8% |
| 22 | WALTER & KEENAN WEALTH MANAGEMENT /IN#22 · 21,875 sh | 21,875 | $410.2K | 0.10% | 0.0% |
| 23 | Kestra Advisory Services#23 · 21,662 sh | 21,662 | $406.2K | <0.01% | +12.9% |
| 24 | Stronghold Wealth Management L.L.C.#24 · 19,420 sh | 19,420 | $364.1K | — | -3.8% |
| 25 | Aviance Capital Partners#25 · 15,940 sh | 15,940 | $298.9K | 0.03% | -6.5% |
| 26 | AMERIPRISE FINANCIAL#26 · 14,992 sh | 14,992 | $281.1K | <0.01% | -5.9% |
| 27 | Anchor Investment Management#27 · 13,400 sh | 13,400 | $251.3K | 0.02% | 0.0% |
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#28 · 13,001 sh | 13,001 | $243.8K | 0.00% | New |
| 29 | MELFA WEALTH MANAGEMENT#29 · 12,649 sh | 12,649 | $237.2K | 0.13% | -17.7% |
| 30 | World Investment Advisors#30 · 12,388 sh | 12,388 | $227.5K | <0.01% | 0.0% |
| 31 | Stratos Wealth Partners, LTD.#31 · 11,336 sh | 11,336 | $212.6K | <0.01% | 0.0% |
| 32 | Mutual Advisors#32 · 10,336 sh | 10,336 | $193.8K | <0.01% | -44.4% |
| 33 | Clark Capital Management Group#33 · 10,000 sh | 10,000 | $187.5K | <0.01% | 0.0% |
| 34 | FARMERS & MERCHANTS INVESTMENTS#34 · 7,000 sh | 7,000 | $131.3K | — | 0.0% |
| 35 | Center for Financial Planning#35 · 1,920 sh | 1,920 | $36.0K | — | 0.0% |
| 36 | Clear Street Group#36 · 1,874 sh | 1,874 | $35.1K | <0.01% | New |
| 37 | Colonial / SC#37 · 1,500 sh | 1,500 | $28.1K | <0.01% | 0.0% |
| 38 | ROTHSCHILD INVESTMENT#38 · 816 sh | 816 | $15.3K | <0.01% | +1.2% |
| 39 | NewEdge Advisors#39 · 405 sh | 405 | $7.6K | 0.00% | New |
| 40 | PNC FINANCIAL SERVICES GROUP#40 · 370 sh | 370 | $6.9K | 0.00% | 0.0% |
| 41 | Hara Capital#41 · 44 sh | 44 | $825.00 | <0.01% | 0.0% |
| 42 | OF VERMONT#42 · 1 sh | 1 | $19.00 | — | — |
| 43 | HUNTINGTON NATIONAL BANK#43 · 1 sh | 1 | $19.00 | 0.00% | 0.0% |
Funds that sold out of ETX in Q2 2026 (2)
Held ETX at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| US BANCORP \DE\700 sh | 700 | $12.9K |
| Noble Wealth Management PBC316 sh | 316 | $5.8K |
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.