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, Q2 2026
Institutional positions in Eaton Vance National Municipal Opportunities Trust as of Jun 30, 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
- 52
- +6 vs. Q1 2026
- Shares held
- 3.53M
- −886 (0.0%) vs. Q1 2026
- Total value
- $62.2M
- +$1.83M (+3.0%) vs. Q1 2026
- New holders
- 6
- 16 more added
- Sold out
- 0
- 13 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Eaton Vance National Municipal Opportunities Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trust Co of Toledo NA | 230 | $4.05K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 556 | $9.80K | 0.00% | +556 | New |
| Institute for Wealth Management, LLC. | 600 | $10.6K | 0.00% | +600 | New |
| ORG Wealth Partners, LLC | 612 | $10.8K | 0.00% | 00.0% | Unchanged |
| Clear Street Group Inc. | 813 | $14.3K | 0.00% | +813 | New |
| Rothschild Investment LLC | 1,300 | $22.9K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,000 | $35.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 3,000 | $52.9K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,245 | $57.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,830 | $85.1K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 5,000 | $88.1K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 7,670 | $135.1K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,000 | $176.2K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 11,089 | $195.0K | 0.00% | +9+0.1% | Added |
| Creative Planning | 11,382 | $200.6K | 0.00% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 11,504 | $202.7K | 0.01% | +11,504 | New |
| Closed-End Fund Advisors, Inc. | 11,837 | $208.6K | 0.20% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 12,331 | $217.3K | 0.00% | +12,231+12,231.0% | Added |
| Keudell/Morrison Wealth Management | 12,459 | $219.5K | 0.04% | +12,459 | New |
| HRT Financial LP | 13,534 | $238.0K | 0.00% | +13,534 | New |
| HighTower Advisors, LLC | 17,936 | $316.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 19,025 | $335.2K | 0.00% | +7,521+65.4% | Added |
| GWM Advisors LLC | 20,630 | $363.5K | 0.00% | +3,000+17.0% | Added |
| Benjamin Edwards Inc | 22,538 | $397.1K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 24,260 | $427.5K | 0.01% | −1,322−5.2% | Reduced |
| Pensionmark Financial Group, LLC | 26,941 | $461.2K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 26,549 | $467.8K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 26,758 | $471.5K | 0.00% | +230+0.9% | Added |
| Legacy Financial Strategies, LLC | 27,684 | $487.8K | 0.08% | −2,863−9.4% | Reduced |
| Baird Financial Group, Inc. | 27,868 | $491.0K | 0.00% | +5,503+24.6% | Added |
| Regal Investment Advisors LLC | 28,531 | $502.7K | 0.03% | −2,171−7.1% | Reduced |
| Wells Fargo & Company | 29,000 | $511.0K | 0.00% | −9,555−24.8% | Reduced |
| Ackerman Capital Advisors, LLC | 29,513 | $520.0K | 0.10% | −4,970−14.4% | Reduced |
| Formidable Asset Management, LLC | 41,183 | $705.1K | 0.11% | −1,500−3.5% | Reduced |
| Ameriprise Financial Inc | 41,220 | $726.3K | 0.00% | +15,442+59.9% | Added |
| Fiera Capital Corp | 56,143 | $989.2K | 0.00% | −2,761−4.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 56,187 | $990.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 71,238 | $1.26M | 0.00% | −5,001−6.6% | Reduced |
| Melfa Wealth Management, LLC | 74,197 | $1.31M | 0.70% | −5,205−6.6% | Reduced |
| Invesco Ltd. | 82,647 | $1.46M | 0.00% | −735−0.9% | Reduced |
| Wakefield Asset Management LLLP | 95,845 | $1.69M | 0.38% | +26,504+38.2% | Added |
| Royal Bank of Canada | 98,914 | $1.74M | 0.00% | −7,017−6.6% | Reduced |
| Robinson Capital Management, LLC | 108,458 | $1.99M | 0.88% | +35,597+48.9% | Added |
| Morgan Stanley | 129,438 | $2.28M | 0.00% | +7,150+5.8% | Added |
| Van Eck Associates Corp | 130,733 | $2.30M | 0.00% | +4,921+3.9% | Added |
| LPL Financial LLC | 133,465 | $2.35M | 0.00% | +13,157+10.9% | Added |
| UBS Group AG | 190,620 | $3.36M | 0.00% | +1,312+0.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 249,178 | $4.39M | 0.13% | +20,523+9.0% | Added |
| Guggenheim Capital LLC | 277,266 | $4.89M | 0.03% | −73,184−20.9% | Reduced |
| Jones Financial Companies LLLP | 394,764 | $6.98M | 0.00% | +9,164+2.4% | Added |
| 1607 Capital Partners, LLC | 422,771 | $7.45M | 0.65% | −98,391−18.9% | Reduced |
| Raymond James Financial Inc | 422,877 | $7.45M | 0.00% | +12,059+2.9% | Added |
| Catalina Capital Group, LLC | – | – | – | – | Not filed |