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