ETX · Eaton Vance Municipal Income 2028 Term Trust · Holdings

$17.16 -0.33 (-1.89%)

Market Cap

$191.01M

10.90M

Volume · Oct 5 42.34K Avg daily vol (3M) 19.93K

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 →

Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.

Quarter:

Holders: 43

Total Value: $47,399,855

Total Shares: 2,527,993

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 43 13F filers · Δ vs Mar 31, 2026

Top Holder

21.8%

−1.0 pts

Top 5

62.0%

+0.6 pts

Top 10

78.6%

−0.2 pts

HHI

1,128

Broadly held+49

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +1

Institutional value: +6.3%

Shares held: +4.1%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega MORGAN STANLEY	+99,967	527,704
Mid MGO ONE SEVEN LLC	+20,481	60,996
Large OSAIC HOLDINGS, INC.	+18,792	38,822
Large Kestra Advisory Services, LLC	+2,478	21,662
Mega LPL Financial LLC	+1,950	134,330

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega RAYMOND JAMES FINANCIAL INC	−17,058	217,654
Mega WELLS FARGO & COMPANY/MN	−10,601	98,346
Mid Mutual Advisors, LLC	−8,247	10,336
Mega UBS Group AG	−6,540	135,161
Large Sanctuary Advisors, LLC	−4,996	59,019

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Large Arax Advisory Partners	23,928	$448,650
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	13,001	$243,768
Large Clear Street Group Inc.	1,874	$35,137
Mid TRUST CO OF VERMONT	1	$18

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid U.S. Capital Wealth Advisors, LLC	23,928	$439,318
Large US BANCORP \DE\	700	$12,852
Small Noble Wealth Management PBC	316	$5,801

Filter: New 4 Increased 12 Reduced 14 Sold out 3 Unchanged 13

Showing 43 of 43

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Rockefeller Capital Management L.P.

$10,350,731

21.84%

552,039

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	552,039	$10,350,731	100.0%	Defined

MORGAN STANLEY

$9,894,450

20.87%

527,704

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	527,704	$9,894,450	100.0%	Defined

RAYMOND JAMES FINANCIAL INC

$4,081,012

8.61%

217,654

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	34,250	$642,187	15.7%	Defined
Raymond James Financial Services Advisors, Inc.	183,404	$3,438,825	84.3%	Defined

UBS Group AG

$2,534,268

5.35%

135,161

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	135,161	$2,534,268	100.0%	Defined

LPL Financial LLC

$2,518,687

5.31%

134,330

BANK OF AMERICA CORP /DE/

$2,448,618

5.17%

130,593

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	15,000	$281,250	11.5%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	115,593	$2,167,368	88.5%	Defined

WELLS FARGO & COMPANY/MN

$1,843,986

3.89%

98,346

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	82,909	$1,554,543	84.3%	Defined
WELLS FARGO CLEARING SERVICES, LLC	15,437	$289,443	15.7%	Defined

Corient Private Wealth LLC

$1,342,237

2.83%

71,586

MGO ONE SEVEN LLC

$1,143,675

2.41%

60,996

Sanctuary Advisors, LLC

$1,106,606

2.33%

59,019

FOCUSED ALPHA, LLC

$874,668

1.85%

46,649

COMMONWEALTH EQUITY SERVICES, LLC

$766,031

1.62%

40,855

OSAIC HOLDINGS, INC.

$727,912

1.54%

38,822

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	38,822	$727,912	100.0%	Defined

Merit Financial Group, LLC

$718,312

1.52%

38,310

ROYAL BANK OF CANADA

$689,475

1.45%

36,772

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	31,272	$586,350	85.0%	Defined
RBC Trust Co (Delaware) Ltd	5,500	$103,125	15.0%	Defined

STIFEL FINANCIAL CORP

$615,525

1.30%

32,828

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	32,828	$615,525	100.0%	Defined

TRUIST FINANCIAL CORP

$532,237

1.12%

28,386

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Truist Advisory Services, Inc.	28,386	$532,237	100.0%	Defined

Steward Partners Investment Advisory, LLC

$504,768

1.06%

26,921

Invesco Ltd.

$455,718

0.96%

24,305

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Investment Advisers LLC	24,305	$455,718	100.0%	Defined

Arax Advisory Partners

$448,650

0.95%

23,928

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV

$410,156

0.87%

21,875

Kestra Advisory Services, LLC

$406,162

0.86%

21,662

Stronghold Wealth Management L.L.C.

$364,125

0.77%

19,420

Aviance Capital Partners, LLC

$298,875

0.63%

15,940

AMERIPRISE FINANCIAL INC

$281,100

0.59%

14,992

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	14,992	$281,100	100.0%	Defined

Anchor Investment Management, LLC

$251,250

0.53%

13,400

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$243,768

0.51%

13,001

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	13,001	$243,768	100.0%	Other

MELFA WEALTH MANAGEMENT, INC.

$237,168

0.50%

12,649

World Investment Advisors

$232,275

0.49%

12,388

Integrated Wealth Concepts LLC

$222,356

0.47%

11,859

Stratos Wealth Partners, LTD.

$212,550

0.45%

11,336

Mutual Advisors, LLC

$193,800

0.41%

10,336

Clark Capital Management Group, Inc.

$187,500

0.40%

10,000

FARMERS & MERCHANTS INVESTMENTS INC

$131,250

0.28%

7,000

Center for Financial Planning, Inc.

$36,000

0.08%

1,920

Clear Street Group Inc.

$35,137

0.07%

1,874

Colonial Trust Co / SC

$28,125

0.06%

1,500

ROTHSCHILD INVESTMENT LLC

$15,300

0.03%

816

NewEdge Advisors, LLC

$7,593

0.02%

405

PNC FINANCIAL SERVICES GROUP, INC.

$6,937

0.01%

370

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	370	$6,937	100.0%	Defined

Hara Capital LLC

$825

0.00%

HUNTINGTON NATIONAL BANK

$19

0.00%

TRUST CO OF VERMONT

$18

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	700	$12,852	100.0%	Defined

Key facts CIK 1563696 CUSIP 27829U105 13F (30d) 2 filings 2 filers Visit website