Skip to main content
Equibles
EOT logo

EOT · Eaton Vance National Municipal Opportunities Trust

Track EOT — free

Use EOT with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$16.84 -0.02 (-0.12%) At close · Sep 4
Rebalance outlook locked
Market Cap
$273.98M
Shares
15.62M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 52
Total Value: $62,062,883
Total Shares: 3,522,299

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 52 13F filers · Δ vs Mar 31, 2026
Top Holder
12.0%
Sep 2023 → Jun 2026 · range 12.0% – 23.1%
−2.8 pts
Top 5
50.2%
Sep 2023 → Jun 2026 · range 48.6% – 60.1%
−3.7 pts
Top 10
69.8%
Sep 2023 → Jun 2026 · range 67.5% – 80.6%
−2.8 pts
HHI
651
Sep 2023 → Jun 2026 · range 651 – 917
Broadly held−77

Quarterly Activity

vs Mar 31, 2026
New
7
Increased
16
Decreased
13
Sold Out
2
Unchanged
16
Holder count: +5
Institutional value: +2.9%
Shares held: -0.5%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
ROBINSON CAPITAL MANAGEMENT, LLC +35,597 108,458
Wakefield Asset Management LLLP +26,504 95,845
Hennion & Walsh Asset Management, Inc. +20,523 249,178
AMERIPRISE FINANCIAL INC +15,442 41,220
LPL Financial LLC +13,157 133,465

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
1607 Capital Partners, LLC −98,391 422,771
GUGGENHEIM CAPITAL LLC −73,184 277,266
WELLS FARGO & COMPANY/MN −9,555 29,000
ROYAL BANK OF CANADA −7,017 98,914
MELFA WEALTH MANAGEMENT, INC. −5,205 74,197

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
HRT FINANCIAL LP 13,534 $238,469
Keudell/Morrison Wealth Management 12,459 $219,527
RIVERNORTH CAPITAL MANAGEMENT, LLC 11,504 $202,700
Integrated Wealth Concepts LLC 1,600 $28,192
Clear Street Group Inc. 813 $14,325

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Catalina Capital Group, LLC 10,324 $176,746
Ancora Advisors LLC 7,670 $131,310
Filter: New 7 Increased 16 Reduced 13 Sold out 2 Unchanged 16
Showing 52 of 52
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
RAYMOND JAMES FINANCIAL INC $7,451,091 12.01% 422,877
1607 Capital Partners, LLC $7,449,225 12.00% 422,771
JONES FINANCIAL COMPANIES LLLP $6,955,741 11.21% 394,764
GUGGENHEIM CAPITAL LLC $4,885,426 7.87% 277,266
Hennion & Walsh Asset Management, Inc. $4,390,516 7.07% 249,178
UBS Group AG $3,358,724 5.41% 190,620
LPL Financial LLC $2,351,653 3.79% 133,465
VAN ECK ASSOCIATES CORP $2,303,515 3.71% 130,733
MORGAN STANLEY $2,280,696 3.67% 129,438
ROBINSON CAPITAL MANAGEMENT, LLC $1,911,029 3.08% 108,458
ROYAL BANK OF CANADA $1,742,864 2.81% 98,914
Wakefield Asset Management LLLP $1,688,788 2.72% 95,845
Invesco Ltd. $1,456,240 2.35% 82,647
MELFA WEALTH MANAGEMENT, INC. $1,307,351 2.11% 74,197
BANK OF AMERICA CORP /DE/ $1,255,213 2.02% 71,238
Allspring Global Investments Holdings, LLC $990,014 1.60% 56,187
Fiera Capital Corp $989,239 1.59% 56,143
AMERIPRISE FINANCIAL INC $726,296 1.17% 41,220
Formidable Asset Management, LLC $725,644 1.17% 41,183
Ackerman Capital Advisors, LLC $520,019 0.84% 29,513
WELLS FARGO & COMPANY/MN $510,979 0.82% 29,000
Regal Investment Advisors LLC $502,716 0.81% 28,531
Baird Financial Group, Inc. $491,034 0.79% 27,868
Legacy Financial Strategies, LLC $487,792 0.79% 27,684
World Investment Advisors $474,700 0.76% 26,941
COMMONWEALTH EQUITY SERVICES, LLC $471,475 0.76% 26,758
Concurrent Investment Advisors, LLC $467,793 0.75% 26,549
Summit Trail Advisors, LLC $427,461 0.69% 24,260
BENJAMIN EDWARDS INC $397,119 0.64% 22,538
NewEdge Advisors, LLC $363,500 0.59% 20,630
Steward Partners Investment Advisory, LLC $335,220 0.54% 19,025
HighTower Advisors, LLC $316,032 0.51% 17,936
HRT FINANCIAL LP $238,469 0.38% 13,534
Keudell/Morrison Wealth Management $219,527 0.35% 12,459
OSAIC HOLDINGS, INC. $217,271 0.35% 12,331
Closed-End Fund Advisors, Inc. $208,567 0.34% 11,837
RIVERNORTH CAPITAL MANAGEMENT, LLC $202,700 0.33% 11,504
Creative Planning $200,550 0.32% 11,382
Cambridge Investment Research Advisors, Inc. $195,388 0.31% 11,089
Mutual Advisors, LLC $176,200 0.28% 10,000
Mechanics Financial Corp $88,100 0.14% 5,000
Farther Finance Advisors, LLC $85,104 0.14% 4,830
Rockefeller Capital Management L.P. $57,176 0.09% 3,245
PRIVATE TRUST CO NA $52,860 0.09% 3,000
Center for Financial Planning, Inc. $35,240 0.06% 2,000
Integrated Wealth Concepts LLC $28,192 0.05% 1,600
ROTHSCHILD INVESTMENT LLC $22,906 0.04% 1,300
Clear Street Group Inc. $14,325 0.02% 813
Ascentis Wealth Management, LLC $10,783 0.02% 612
Institute for Wealth Management, LLC. $10,572 0.02% 600
Beaird Harris Wealth Management, LLC $9,796 0.02% 556
TRUST CO OF TOLEDO NA /OH/ $4,052 0.01% 230
Key facts CIK 1454741 CUSIP 27829L105 13F (30d) 32 filings 32 filers Visit website