Eaton Vance National Municipal Opportunities Trust
EOT- Exchange
- NYSE
- SEC CIK
- 0001454741
No open-market purchases or sales by Eaton Vance National Municipal Opportunities Trust insiders were filed in the last 90 days; 52 institutions reported holding it in 13F filings for Q2 2026, worth $62.2M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Eaton Vance National Municipal Opportunities Trust as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 47
- −5 vs. Q4 2025
- Shares held
- 3.54M
- +86.4K (+2.5%) vs. Q4 2025
- Total value
- $60.6M
- +$2.10M (+3.6%) vs. Q4 2025
- New holders
- 1
- 18 more added
- Sold out
- 6
- 15 more reduced
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EOT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 52 | $62.2M |
| Q1 2026 | 47 | $60.6M |
| Q4 2025 | 52 | $58.5M |
| Q3 2025 | 46 | $53.4M |
| Q2 2025 | 48 | $50.9M |
| Q1 2025 | 47 | $53.0M |
| Q4 2024 | 49 | $47.0M |
| Q3 2024 | 49 | $49.0M |
| Q2 2024 | 47 | $44.5M |
| Q1 2024 | 45 | $41.6M |
| Q4 2023 | 44 | $44.9M |
| Q3 2023 | 38 | $41.2M |
| Q2 2023 | 36 | $43.7M |
| Q1 2023 | 34 | $44.5M |
| Q4 2022 | 40 | $42.3M |
| Q3 2022 | 33 | $33.2M |
| Q2 2022 | 39 | $35.1M |
| Q1 2022 | 35 | $31.0M |
| Q4 2021 | 37 | $33.4M |
| Q3 2021 | 35 | $36.6M |
| Q2 2021 | 36 | $33.5M |
| Q1 2021 | 34 | $35.2M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Eaton Vance National Municipal Opportunities Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 100 | $1.72K | 0.00% | −1,905−95.0% | Reduced |
| Trust Co of Toledo NA | 230 | $3.94K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 612 | $10.5K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,300 | $22.3K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,000 | $34.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 3,000 | $51.4K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,245 | $55.6K | 0.00% | −1,666−33.9% | Reduced |
| Farther Finance Advisors, LLC | 4,830 | $82.3K | 0.00% | +3,830+383.0% | Added |
| Mechanics Financial Corp | 5,000 | $85.6K | 0.04% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 7,670 | $131.3K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,000 | $171.2K | 0.00% | −4,600−31.5% | Reduced |
| Catalina Capital Group, LLC | 10,324 | $176.7K | 0.11% | −24−0.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,080 | $190.0K | 0.00% | +70+0.6% | Added |
| Creative Planning | 11,382 | $194.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 11,504 | $197.0K | 0.00% | +1,459+14.5% | Added |
| Closed-End Fund Advisors, Inc. | 11,837 | $202.6K | 0.21% | 00.0% | Unchanged |
| GWM Advisors LLC | 17,630 | $301.8K | 0.00% | −2,000−10.2% | Reduced |
| HighTower Advisors, LLC | 17,936 | $307.1K | 0.00% | +1,996+12.5% | Added |
| Baird Financial Group, Inc. | 22,365 | $382.9K | 0.00% | +207+0.9% | Added |
| Benjamin Edwards Inc | 22,538 | $385.9K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 25,582 | $438.0K | 0.01% | +25,582 | New |
| Ameriprise Financial Inc | 25,778 | $441.3K | 0.00% | −2,019−7.3% | Reduced |
| Commonwealth Equity Services, LLC | 26,528 | $454.2K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 26,549 | $454.5K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 26,941 | $461.2K | 0.01% | +168+0.6% | Added |
| Legacy Financial Strategies, LLC | 30,547 | $523.0K | 0.09% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 30,702 | $525.6K | 0.03% | +4,281+16.2% | Added |
| Ackerman Capital Advisors, LLC | 34,483 | $590.3K | 0.12% | −1,882−5.2% | Reduced |
| Wells Fargo & Company | 38,555 | $660.0K | 0.00% | −1,345−3.4% | Reduced |
| Formidable Asset Management, LLC | 42,683 | $721.8K | 0.11% | +11,083+35.1% | Added |
| Allspring Global Investments Holdings, LLC | 56,187 | $961.9K | 0.00% | +68+0.1% | Added |
| Fiera Capital Corp | 58,904 | $1.01M | 0.00% | −50,910−46.4% | Reduced |
| Wakefield Asset Management LLLP | 69,341 | $1.19M | 0.31% | +9,329+15.5% | Added |
| Bank of America Corp | 76,239 | $1.31M | 0.00% | −712−0.9% | Reduced |
| Robinson Capital Management, LLC | 72,861 | $1.32M | 0.59% | −5,593−7.1% | Reduced |
| Melfa Wealth Management, LLC | 79,402 | $1.36M | 0.78% | −2,518−3.1% | Reduced |
| Invesco Ltd. | 83,382 | $1.43M | 0.00% | +22,313+36.5% | Added |
| Royal Bank of Canada | 105,931 | $1.81M | 0.00% | +16,128+18.0% | Added |
| LPL Financial LLC | 120,308 | $2.06M | 0.00% | +29,567+32.6% | Added |
| Morgan Stanley | 122,288 | $2.09M | 0.00% | +2,890+2.4% | Added |
| Van Eck Associates Corp | 125,812 | $2.15M | 0.00% | +8,749+7.5% | Added |
| UBS Group AG | 189,308 | $3.24M | 0.00% | +4,191+2.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 228,655 | $3.91M | 0.13% | −750.0% | Reduced |
| Guggenheim Capital LLC | 350,450 | $6.00M | 0.05% | −15,344−4.2% | Reduced |
| Jones Financial Companies LLLP | 385,600 | $6.52M | 0.00% | +51,853+15.5% | Added |
| Raymond James Financial Inc | 410,818 | $7.03M | 0.00% | +27,240+7.1% | Added |
| 1607 Capital Partners, LLC | 521,162 | $8.92M | 0.64% | −5,700−1.1% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −15,423−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −10,925−100.0% | Sold out |
| Noble Wealth Management PBC | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −2,432−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −1,645−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −603−100.0% | Sold out |