Who owns Eaton Vance Municipal Income 2028 Term Trust?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of ETX from SEC Form 13F filings across 43 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 43 institutions disclosed 2.5M shares of Eaton Vance Municipal Income 2028 Term Trust worth $47.5M — about 23.3% of shares outstanding; the largest disclosed holder is Rockefeller Capital Management L.P.. Source: SEC Form 13F filings, parsed by EvidInvest.
43
13F holders
$47.5M
value, 2026 filers
23.3%
of shares outstanding (2.5M sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of ETX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 552,039 | $10.4M | 0.0% | 5.1% | -0.3% |
| 2 | MORGAN STANLEY | 527,704 | $9.9M | 0.0% | 4.8% | +23.4% |
| 3 | RAYMOND JAMES FINANCIAL INC | 217,654 | $4.1M | 0.0% | 2% | -7.3% |
| 4 | UBS Group AG | 135,161 | $2.5M | 0.0% | 1.2% | -4.6% |
| 5 | LPL Financial LLC | 134,330 | $2.5M | 0.0% | 1.2% | +1.5% |
| 6 | BANK OF AMERICA CORP /DE/ | 130,593 | $2.4M | 0.0% | 1.2% | -2.0% |
| 7 | WELLS FARGO & COMPANY/MN | 98,346 | $1.8M | 0.0% | 0.9% | -9.7% |
| 8 | Corient Private Wealth LP | 71,586 | $1.3M | 0.0% | 0.7% | +0.2% |
| 9 | MGO ONE SEVEN LLC | 60,996 | $1.1M | 0.0% | 0.6% | +50.6% |
| 10 | Sanctuary Advisors, LLC | 59,019 | $1.1M | 0.0% | 0.5% | -7.8% |
| 11 | FOCUSED ALPHA, LLC | 46,649 | $874,666 | 0.2% | 0.4% | +0.5% |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 40,855 | $766,030 | 0.0% | 0.4% | +1.5% |
| 13 | OSAIC HOLDINGS, INC. | 38,822 | $727,908 | 0.0% | 0.4% | +93.8% |
| 14 | Merit Financial Group, LLC | 38,310 | $718,308 | 0.0% | 0.4% | +0.4% |
| 15 | ROYAL BANK OF CANADA | 36,772 | $689,000 | 0.0% | 0.3% | +5.4% |
| 16 | STIFEL FINANCIAL CORP | 32,828 | $615,526 | 0.0% | 0.3% | +5.2% |
| 17 | TRUIST FINANCIAL CORP | 28,386 | $532,236 | 0.0% | 0.3% | -9.9% |
| 18 | Steward Partners Investment Advisory, LLC | 26,921 | $504,769 | 0.0% | 0.2% | 0.0% |
| 19 | Invesco Ltd. | 24,305 | $455,719 | 0.0% | 0.2% | -2.2% |
| 20 | Arax Advisory PartnersNEW | 23,928 | $448,650 | 0.0% | 0.2% | new |
| 21 | Integrated Wealth Concepts LLC | 23,719 | $444,726 | 0.0% | 0.2% | +64.8% |
| 22 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 21,875 | $410,156 | 0.1% | 0.2% | 0.0% |
| 23 | Kestra Advisory Services, LLC | 21,662 | $406,163 | 0.0% | 0.2% | +12.9% |
| 24 | Stronghold Wealth Management L.L.C. | 19,420 | $364,125 | 0.5% | 0.2% | -3.8% |
| 25 | Aviance Capital Partners, LLC | 15,940 | $298,879 | 0.0% | 0.1% | -6.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.