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, Q4 2025
Institutional positions in Eaton Vance Municipal Income 2028 Term Trust as of Dec 31, 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
- 42
- +7 vs. Q3 2025
- Shares held
- 2.49M
- +76.7K (+3.2%) vs. Q3 2025
- Total value
- $46.6M
- −$8.67K (0.0%) vs. Q3 2025
- New holders
- 8
- 15 more added
- Sold out
- 1
- 10 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Municipal Income 2028 Term Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 559,017 | $10.5M | 0.02% | −19,483−3.4% | Reduced |
| Morgan Stanley | 416,007 | $7.78M | 0.00% | +16,272+4.1% | Added |
| Raymond James Financial Inc | 248,607 | $4.65M | 0.00% | +19,183+8.4% | Added |
| UBS Group AG | 134,806 | $2.52M | 0.00% | +1,819+1.4% | Added |
| Bank of America Corp | 127,335 | $2.38M | 0.00% | −1,191−0.9% | Reduced |
| Wells Fargo & Company | 120,450 | $2.25M | 0.00% | −5,007−4.0% | Reduced |
| LPL Financial LLC | 110,348 | $2.06M | 0.00% | +63,307+134.6% | Added |
| CI Private Wealth, LLC | 84,599 | $1.58M | 0.00% | +410.0% | Added |
| Sanctuary Advisors, LLC | 64,015 | $1.20M | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 46,045 | $861.0K | 0.00% | +33+0.1% | Added |
| Commonwealth Equity Services, LLC | 41,013 | $766.9K | 0.00% | +24+0.1% | Added |
| Focused Alpha, LLC | 40,835 | $763.6K | 0.22% | +40,835 | New |
| We Are One Seven, LLC | 40,515 | $757.6K | 0.02% | +2,555+6.7% | Added |
| Advisor Group Holdings, Inc. | 32,925 | $615.7K | 0.00% | −2,910−8.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 32,775 | $612.9K | 0.16% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 32,631 | $610.2K | 0.00% | +6,392+24.4% | Added |
| Stifel Financial Corp | 31,691 | $592.6K | 0.00% | −27,340−46.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 31,684 | $592.5K | 0.00% | −1,220−3.7% | Reduced |
| Truist Financial Corp | 31,382 | $586.8K | 0.00% | +111+0.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 30,803 | $576.0K | 0.02% | −76,584−71.3% | Reduced |
| Ameriprise Financial Inc | 29,518 | $552.0K | 0.00% | −2,480−7.8% | Reduced |
| Royal Bank of Canada | 28,773 | $538.0K | 0.00% | +1,856+6.9% | Added |
| Invesco Ltd. | 24,920 | $466.0K | 0.00% | +1,094+4.6% | Added |
| Stronghold Wealth Management L.L.C. | 20,028 | $374.5K | 0.55% | +20,028 | New |
| Aviance Capital Partners, LLC | 16,729 | $312.8K | 0.04% | +54+0.3% | Added |
| Melfa Wealth Management, LLC | 15,372 | $287.4K | 0.17% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 14,276 | $267.0K | 0.00% | −13,954−49.4% | Reduced |
| Anchor Investment Management, LLC | 13,400 | $250.6K | 0.02% | +2,500+22.9% | Added |
| Stratos Wealth Partners, LTD. | 13,136 | $245.6K | 0.00% | +13,136 | New |
| Baird Financial Group, Inc. | 12,600 | $235.6K | 0.00% | +12,600 | New |
| Pensionmark Financial Group, LLC | 12,247 | $229.0K | 0.00% | −2,914−19.2% | Reduced |
| Mutual Advisors, LLC | 10,883 | $203.5K | 0.00% | +10,883 | New |
| Clark Capital Management Group, Inc. | 10,000 | $187.0K | 0.00% | +10,000 | New |
| Kestra Advisory Services, LLC | 8,275 | $154.7K | 0.00% | +8,275 | New |
| Center for Financial Planning, Inc. | 1,920 | $35.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,500 | $28.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 796 | $14.9K | 0.00% | +9+1.1% | Added |
| US Bancorp | 700 | $13.1K | 0.00% | +700 | New |
| GWM Advisors LLC | 405 | $7.57K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 370 | $6.92K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 44 | $823 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $19 | 0.00% | – | – |
| Bessemer Group Inc | 0 | $0 | 0.00% | −1,885−100.0% | Sold out |