Eaton Vance Municipal Income 2028 Term Trust
ETX- Exchange
- NYSE
- SEC CIK
- 0001563696
No open-market purchases or sales by Eaton Vance Municipal Income 2028 Term Trust insiders were filed in the last 90 days; 43 institutions reported holding it in 13F filings for Q2 2026, worth $47.4M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Eaton Vance Municipal Income 2028 Term 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
- 43
- +2 vs. Q1 2026
- Shares held
- 2.53M
- +122.6K (+5.1%) vs. Q1 2026
- Total value
- $47.4M
- +$3.23M (+7.3%) vs. Q1 2026
- New holders
- 4
- 12 more added
- Sold out
- 2
- 14 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 ETX 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 | 43 | $47.4M |
| Q1 2026 | 42 | $44.6M |
| Q4 2025 | 42 | $48.2M |
| Q3 2025 | 35 | $47.8M |
| Q2 2025 | 35 | $54.4M |
| Q1 2025 | 36 | $42.0M |
| Q4 2024 | 40 | $41.8M |
| Q3 2024 | 35 | $44.7M |
| Q2 2024 | 42 | $47.7M |
| Q1 2024 | 44 | $59.0M |
| Q4 2023 | 48 | $52.6M |
| Q3 2023 | 46 | $40.6M |
| Q2 2023 | 43 | $39.3M |
| Q1 2023 | 40 | $40.2M |
| Q4 2022 | 41 | $38.5M |
| Q3 2022 | 34 | $39.2M |
| Q2 2022 | 34 | $38.8M |
| Q1 2022 | 37 | $41.2M |
| Q4 2021 | 41 | $45.9M |
| Q3 2021 | 41 | $45.7M |
| Q2 2021 | 40 | $46.7M |
| Q1 2021 | 40 | $42.9M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Eaton Vance Municipal Income 2028 Term Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 552,039 | $10.4M | 0.02% | −1,700−0.3% | Reduced |
| Morgan Stanley | 527,704 | $9.89M | 0.00% | +99,967+23.4% | Added |
| Raymond James Financial Inc | 217,654 | $4.08M | 0.00% | −17,058−7.3% | Reduced |
| UBS Group AG | 135,161 | $2.53M | 0.00% | −6,540−4.6% | Reduced |
| LPL Financial LLC | 134,330 | $2.52M | 0.00% | +1,950+1.5% | Added |
| Bank of America Corp | 130,593 | $2.45M | 0.00% | −2,651−2.0% | Reduced |
| Wells Fargo & Company | 98,346 | $1.84M | 0.00% | −10,601−9.7% | Reduced |
| CI Private Wealth, LLC | 71,586 | $1.34M | 0.00% | +163+0.2% | Added |
| We Are One Seven, LLC | 60,996 | $1.14M | 0.02% | +20,481+50.6% | Added |
| Sanctuary Advisors, LLC | 59,019 | $1.11M | 0.01% | −4,996−7.8% | Reduced |
| Focused Alpha, LLC | 46,649 | $874.7K | 0.22% | +232+0.5% | Added |
| Commonwealth Equity Services, LLC | 40,855 | $766.0K | 0.00% | +621+1.5% | Added |
| Advisor Group Holdings, Inc. | 38,822 | $727.9K | 0.00% | +18,792+93.8% | Added |
| Merit Financial Group, LLC | 38,310 | $718.3K | 0.00% | +168+0.4% | Added |
| Royal Bank of Canada | 36,772 | $689.0K | 0.00% | +1,872+5.4% | Added |
| Stifel Financial Corp | 32,828 | $615.5K | 0.00% | +1,618+5.2% | Added |
| Truist Financial Corp | 28,386 | $532.2K | 0.00% | −3,110−9.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 26,921 | $504.8K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 24,305 | $455.7K | 0.00% | −543−2.2% | Reduced |
| SRS Capital Advisors, Inc. | 23,928 | $448.6K | 0.00% | +23,928 | New |
| Walter & Keenan Financial Consulting Co | 21,875 | $410.2K | 0.10% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 21,662 | $406.2K | 0.00% | +2,478+12.9% | Added |
| Stronghold Wealth Management L.L.C. | 19,420 | $364.1K | 0.49% | −777−3.8% | Reduced |
| Aviance Capital Partners, LLC | 15,940 | $298.9K | 0.03% | −1,107−6.5% | Reduced |
| Ameriprise Financial Inc | 14,992 | $281.1K | 0.00% | −936−5.9% | Reduced |
| Anchor Investment Management, LLC | 13,400 | $251.3K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 13,001 | $243.8K | 0.00% | +13,001 | New |
| Melfa Wealth Management, LLC | 12,649 | $237.2K | 0.13% | −2,723−17.7% | Reduced |
| Pensionmark Financial Group, LLC | 12,388 | $227.5K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 11,859 | $222.4K | 0.00% | −2,533−17.6% | Reduced |
| Stratos Wealth Partners, LTD. | 11,336 | $212.6K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,336 | $193.8K | 0.00% | −8,247−44.4% | Reduced |
| Clark Capital Management Group, Inc. | 10,000 | $187.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 7,000 | $131.3K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,920 | $36.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Group Inc. | 1,874 | $35.1K | 0.00% | +1,874 | New |
| Colonial Trust Co | 1,500 | $28.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 816 | $15.3K | 0.00% | +10+1.2% | Added |
| GWM Advisors LLC | 405 | $7.59K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 370 | $6.94K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 44 | $825 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $19 | 0.00% | – | – |
| Trust Co of Vermont | 1 | $19 | 0.00% | +1 | New |
| US Bancorp | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Noble Wealth Management PBC | 0 | $0 | 0.00% | −316−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | Not filed |