ETX
Eaton Vance Municipal Income 2028 Term TrustCompany with tickers: ETX
CIK
1563696
CUSIP
27829U105
Shares Outstanding
10,896,063
13F Activity (30d)
26 filings
24 filers
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.
Holders: 42
Total Value: $44,601,983
Total Shares: 2,429,303
Institutional Ownership Trend
Holder Concentration
Across 42 13F filers · Δ vs Dec 31, 2025Top Holder
22.8%
+0.4 pts
Top 5
61.4%
+1.8 pts
Top 10
78.8%
+2.1 pts
HHI
1,079
Broadly held
+52
Quarterly Activity
vs Dec 31, 2025
New
2
Increased
15
Decreased
13
Sold Out
2
Unchanged
12
Holder count:
0
Institutional value:
-4.3%
Shares held:
-2.6%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega LPL Financial LLC | +22,032 | 132,380 | |
| Mega MORGAN STANLEY | +11,730 | 427,737 | |
| Large Kestra Advisory Services, LLC | +10,909 | 19,184 | |
| Mid Mutual Advisors, LLC | +7,700 | 18,583 | |
| Mega UBS Group AG | +6,895 | 141,701 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega RAYMOND JAMES FINANCIAL INC | −13,895 | 234,712 | |
| Mega AMERIPRISE FINANCIAL INC | −13,590 | 15,928 | |
| Large Corient Private Wealth LLC | −13,176 | 71,423 | |
| Large OSAIC HOLDINGS, INC. | −12,895 | 20,030 | |
| Mega WELLS FARGO & COMPANY/MN | −11,503 | 108,947 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mid FARMERS & MERCHANTS INVESTMENTS INC | 7,000 | $128,520 | |
| Small Noble Wealth Management PBC | 316 | $5,801 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega VAN ECK ASSOCIATES CORP | 46,045 | $861,041 | |
| Large Baird Financial Group, Inc. | 12,600 | $235,620 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Large Rockefeller Capital Management L.P. | $10,166,648 | 22.79% | 553,739 | Shares | Defined | 2026-05-14 | ||||
| Mega MORGAN STANLEY | $7,853,251 | 17.61% | 427,737 | Shares | Defined | 2026-05-15 | ||||
| Mega RAYMOND JAMES FINANCIAL INC | $4,309,311 | 9.66% | 234,712 | Shares | Defined | 2026-05-14 | ||||
| Mega UBS Group AG | $2,601,628 | 5.83% | 141,701 | Shares | Defined | 2026-05-05 | ||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $2,446,359 | 5.48% | 133,244 | Shares | Defined | 2026-05-18 | ||||
| Mega LPL Financial LLC | $2,430,496 | 5.45% | 132,380 | Shares | Sole | 2026-05-06 | ||||
| Mega WELLS FARGO & COMPANY/MN | $2,000,266 | 4.48% | 108,947 | Shares | Defined | 2026-05-11 | ||||
| Large Corient Private Wealth LLC | $1,311,326 | 2.94% | 71,423 | Shares | Sole | 2026-05-15 | ||||
| Mid Sanctuary Advisors, LLC | $1,175,315 | 2.64% | 64,015 | Shares | Sole | 2026-05-05 | ||||
| Small FOCUSED ALPHA, LLC | $852,216 | 1.91% | 46,417 | Shares | Sole | 2026-05-12 | ||||
| Mid MGO ONE SEVEN LLC | $743,855 | 1.67% | 40,515 | Shares | Sole | 2026-05-14 | ||||
| Large COMMONWEALTH EQUITY SERVICES, LLC | $738,696 | 1.66% | 40,234 | Shares | Sole | 2026-04-27 | ||||
| Mid Merit Financial Group, LLC | $700,287 | 1.57% | 38,142 | Shares | Sole | 2026-04-15 | ||||
| Mega ROYAL BANK OF CANADA Bank | $640,764 | 1.44% | 34,900 | Shares | Defined | 2026-05-15 | ||||
| Large TRUIST FINANCIAL CORP | $578,266 | 1.30% | 31,496 | Shares | Defined | 2026-04-27 | ||||
| Large STIFEL FINANCIAL CORP | $573,015 | 1.28% | 31,210 | Shares | Defined | 2026-05-12 | ||||
| Large Steward Partners Investment Advisory, LLC | $494,269 | 1.11% | 26,921 | Shares | Sole | 2026-05-08 | ||||
| Mega Invesco Ltd. | $456,209 | 1.02% | 24,848 | Shares | Defined | 2026-05-12 | ||||
| Mid U.S. Capital Wealth Advisors, LLC | $439,318 | 0.98% | 23,928 | Shares | Sole | 2026-04-07 | ||||
| Small WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | $401,625 | 0.90% | 21,875 | Shares | Sole | 2026-05-11 | ||||
| Micro Stronghold Wealth Management L.L.C. | $370,816 | 0.83% | 20,197 | Shares | Sole | 2026-04-30 | ||||
| Large OSAIC HOLDINGS, INC. | $367,750 | 0.82% | 20,030 | Shares | Defined | 2026-05-15 | ||||
| Large Kestra Advisory Services, LLC | $352,218 | 0.79% | 19,184 | Shares | Sole | 2026-04-30 | ||||
| Mid Mutual Advisors, LLC | $341,183 | 0.76% | 18,583 | Shares | Sole | 2026-05-04 | ||||
| Small Aviance Capital Partners, LLC | $312,982 | 0.70% | 17,047 | Shares | Sole | 2026-05-06 | ||||
| Mega AMERIPRISE FINANCIAL INC | $292,438 | 0.66% | 15,928 | Shares | Defined | 2026-05-15 | ||||
| Small MELFA WEALTH MANAGEMENT, INC. | $282,229 | 0.63% | 15,372 | Shares | Sole | 2026-04-10 | ||||
| Mid Integrated Wealth Concepts LLC | $264,237 | 0.59% | 14,392 | Shares | Sole | 2026-05-15 | ||||
| Small Anchor Investment Management, LLC | $246,024 | 0.55% | 13,400 | Shares | Sole | 2026-05-01 | ||||
| Mid World Investment Advisors | $227,443 | 0.51% | 12,388 | Shares | Sole | 2026-04-27 | ||||
| Mid Stratos Wealth Partners, LTD. | $208,128 | 0.47% | 11,336 | Shares | Sole | 2026-04-28 | ||||
| Large Clark Capital Management Group, Inc. | $183,600 | 0.41% | 10,000 | Shares | Sole | 2026-05-15 | ||||
| Mid FARMERS & MERCHANTS INVESTMENTS INC | $128,520 | 0.29% | 7,000 | Shares | Sole | 2026-04-23 | ||||
| Small Center for Financial Planning, Inc. | $35,251 | 0.08% | 1,920 | Shares | Sole | 2026-05-04 | ||||
| Small Colonial Trust Co / SC Bank | $27,540 | 0.06% | 1,500 | Shares | Sole | 2026-05-12 | ||||
| Mid ROTHSCHILD INVESTMENT LLC | $14,798 | 0.03% | 806 | Shares | Sole | 2026-05-07 | ||||
| Large US BANCORP \DE\ Bank | $12,852 | 0.03% | 700 | Shares | Defined | 2026-05-15 | ||||
| Large NewEdge Advisors, LLC | $7,435 | 0.02% | 405 | Shares | Sole | 2026-06-03 | ||||
| Mega PNC FINANCIAL SERVICES GROUP, INC. | $6,793 | 0.02% | 370 | Shares | Defined | 2026-05-08 | ||||
| Small Noble Wealth Management PBC | $5,801 | 0.01% | 316 | Shares | Sole | 2026-04-02 | ||||
| Small Hara Capital LLC | $807 | 0.00% | 44 | Shares | Sole | 2026-05-14 | ||||
| Large HUNTINGTON NATIONAL BANK Bank | $18 | 0.00% | 1 | Principal | Defined | 2026-05-15 | ||||
| No holders match your search. | ||||||||||