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, Q3 2025
Institutional positions in Eaton Vance Municipal Income 2028 Term Trust as of Sep 30, 2025. 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
- 35
- 0 vs. Q2 2025
- Shares held
- 2.42M
- +14.2K (+0.6%) vs. Q2 2025
- Total value
- $46.6M
- +$3.37M (+7.8%) vs. Q2 2025
- New holders
- 2
- 11 more added
- Sold out
- 2
- 13 more reduced
Compare with Q2 2025: 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 | $46.6M |
| Q3 2025 | 35 | $46.6M |
| Q2 2025 | 35 | $43.3M |
| Q1 2025 | 36 | $42.0M |
| Q4 2024 | 40 | $41.8M |
| Q3 2024 | 35 | $44.7M |
| Q2 2024 | 42 | $47.7M |
| Q1 2024 | 44 | $44.7M |
| Q4 2023 | 48 | $46.1M |
| 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 | $42.0M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Municipal Income 2028 Term Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 578,500 | $11.2M | 0.02% | −10,704−1.8% | Reduced |
| Morgan Stanley | 399,735 | $7.71M | 0.00% | −3,524−0.9% | Reduced |
| Raymond James Financial Inc | 229,424 | $4.43M | 0.00% | +12,475+5.8% | Added |
| UBS Group AG | 132,987 | $2.57M | 0.00% | −5,612−4.0% | Reduced |
| Bank of America Corp | 128,526 | $2.48M | 0.00% | −6,077−4.5% | Reduced |
| Wells Fargo & Company | 125,457 | $2.42M | 0.00% | −2,846−2.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 107,387 | $2.07M | 0.06% | −16,773−13.5% | Reduced |
| CI Private Wealth, LLC | 84,558 | $1.63M | 0.00% | −1,772−2.1% | Reduced |
| Sanctuary Advisors, LLC | 64,015 | $1.24M | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 59,031 | $1.14M | 0.00% | +9,421+19.0% | Added |
| LPL Financial LLC | 47,041 | $907.9K | 0.00% | +5,361+12.9% | Added |
| Van Eck Associates Corp | 46,012 | $888.0K | 0.00% | +23+0.1% | Added |
| Commonwealth Equity Services, LLC | 40,989 | $791.0K | 0.00% | +1,020+2.6% | Added |
| We Are One Seven, LLC | 37,960 | $732.6K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 35,835 | $686.3K | 0.00% | +18,493+106.6% | Added |
| Steward Partners Investment Advisory, LLC | 32,904 | $635.0K | 0.00% | −3,145−8.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 32,775 | $632.6K | 0.18% | −5,300−13.9% | Reduced |
| Ameriprise Financial Inc | 31,998 | $617.6K | 0.00% | +4,034+14.4% | Added |
| Truist Financial Corp | 31,271 | $603.5K | 0.00% | +112+0.4% | Added |
| Integrated Wealth Concepts LLC | 28,230 | $544.8K | 0.00% | −4,756−14.4% | Reduced |
| Royal Bank of Canada | 26,917 | $519.0K | 0.00% | −1,955−6.8% | Reduced |
| Merit Financial Group, LLC | 26,239 | $506.4K | 0.00% | +1,904+7.8% | Added |
| Invesco Ltd. | 23,826 | $459.8K | 0.00% | +23,826 | New |
| Aviance Capital Partners, LLC | 16,675 | $321.8K | 0.04% | −1,290−7.2% | Reduced |
| Melfa Wealth Management, LLC | 15,372 | $296.7K | 0.17% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 15,161 | $292.6K | 0.01% | +15,161 | New |
| Anchor Investment Management, LLC | 10,900 | $210.4K | 0.02% | +1,500+16.0% | Added |
| Center for Financial Planning, Inc. | 1,920 | $37.1K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,885 | $36.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,500 | $28.9K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 787 | $15.2K | 0.00% | +10+1.3% | Added |
| GWM Advisors LLC | 405 | $7.82K | 0.00% | −338−45.5% | Reduced |
| The PNC Financial Services Group, Inc. | 370 | $7.14K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 44 | $849 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $19 | 0.00% | – | – |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −12,615−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −2,465−100.0% | Sold out |