Stock ownership · SEC 13F · Q3 2025
EATON VANCE TAX-MANAGED BUY-
A breakdown of EATON VANCE TAX-MANAGED BUY-'s institutional base (CUSIP 27828Y108): the holders, the concentration among them, and what changed last quarter.
- $495K
- Reported value
- 4
- Institutions
- 100%
- Top-5 share
The verdict
$495K of EATON VANCE TAX-MANAGED BUY- is reported by 4 institutions as of Q3 2025; ownership is held overwhelmingly by a small core of institutions.
- 4
- institutions hold it
- $495K
- reported 13F value
- 100%
- held by top 5
Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 27828Y108 · Q3 2025 $0M reported
VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID
- VALUE-TRACE $0.5M
- HOLDERS-FOCUS 4 filers
- CONC-DOM 100% top-5
- PHOTO-UNK No peer
- ACTIVITY-MID 3 new
- BOOK-MID 6Q history
Read with: Ownership concentration guide - EATON VANCE TAX-MANAGED BUY-'s top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.
Institutional ownership over time
The number of institutions reporting a EATON VANCE TAX-MANAGED BUY- position has risen from 1 to 4 over the last 6 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | CIBC Private Wealth Group LLC | 17,162 | $245K | 49.4% |
| 2 | TCFG WEALTH MANAGEMENT, LLC | 16,890 | $241K | 48.7% |
| 3 | JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) | 639 | $9K | 1.8% |
| 4 | CENTAURUS FINANCIAL, INC. | 15,654 | $223 | 0.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among EATON VANCE TAX-MANAGED BUY-'s reported holders for Q3 2025, by reported value:
Latest Quarter Activity · Q3 2025
New positions (3)
Complete exits (1)
Frequently Asked Questions
How many institutions hold EATON VANCE TAX-MANAGED BUY-?▼
What is the total institutional value of EATON VANCE TAX-MANAGED BUY-?▼
How concentrated is ownership of EATON VANCE TAX-MANAGED BUY-?▼
Who is the largest institutional holder of EATON VANCE TAX-MANAGED BUY-?▼
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.