STIFEL FINANCIAL CORP
Position in ETV — Eaton Vance Tax-Managed Buy-Write Opportunities Fund
CIK 720672
ST. LOUIS, MO
Position in ETV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,164,806
+$89,784 QoQ
Shares Held
78,280
-0.5% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#50
of 193 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in ETV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,481,600,305 across 287 Asset Management names. ETV ranks #136 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
2,226,603 | $262,004,372 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
2,837,188 | $120,835,834 | |
| 3 | BLK |
BlackRock, Inc.
|
122,288 | $117,587,246 | |
| 4 | TROW |
Price T Rowe Group Inc
|
845,480 | $96,122,619 | |
| 5 | ARCC |
Ares Capital Corp
|
2,640,857 | $48,935,077 | |
| 6 | APO |
Apollo Global Management, Inc.
|
289,781 | $34,283,987 | |
| 7 | AMP |
Ameriprise Financial Inc
|
59,829 | $27,447,149 | |
| 8 | KKR |
KKR & Co. Inc.
|
273,957 | $25,143,771 |
All Filings in ETV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,164,806 | 78,280 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,075,022 | 78,641 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,097,836 | 76,451 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,076,616 | 75,552 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,126,341 | 81,207 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $948,768 | 71,822 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $911,000 | 63,220 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $828,055 | 60,004 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $690,744 | 50,530 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $659,300 | 50,990 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $626,696 | 50,827 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $691,925 | 57,805 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $839,479 | 65,687 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $911,671 | 72,183 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,150,893 | 93,721 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,124,982 | 85,550 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,167,871 | 86,445 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,629,587 | 104,327 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,620,716 | 96,817 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,532,113 | 95,817 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,391,126 | 85,450 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,124,140 | 72,572 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,094,792 | 71,322 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,066,528 | 77,117 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,102,277 | 78,065 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $821,683 | 68,133 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||