$ETX

$17.37 +$0.08 (0.46%) Close

$ETX Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 10.9M shares outstanding

Who owns ETX?

By type of holder

Institutions 23.1% Insiders 0.1% Everyone else 76.9%

Concentration Top 10 holders own 18.2%

Rockefeller Capital Management L.P. 5.1% · Morgan Stanley 4.8%

Institutional ownership

23.1%

+0.8 pts vs last qtr

Institutional holders

0 vs last qtr

Net shares bought

+85.7K

by institutions in Q2 2026

New / sold out

3 / 3

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Morgan Stanley +100.0K
Arax Advisory Partners NEW +23.9K

Biggest sellers in Q2 2026

U.S. Capital Wealth Advisors, LLC SOLD OUT −23.9K
Raymond James Financial Inc −17.1K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Eaton Vance Municipal Income 2028 Term Trust in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Eaton Vance Municipal Income 2028 Term Trust.

How patient are the owners?

Institutional shares by how long they've been held

5+ years50% 3–5 years27% 1–3 years16% Under 1 year8%

Quarterly turnover

5.4%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting ETX on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
RC Rockefeller Capital Management L.P.	552.0K	5.06%	−1.7K (−0.3%)	2023	0.0%
Shares held by quarter Peak holding590.1K (Q4'24) Change over 8 quarters−4.4K Share of the company5.060% Rockefeller Capital Management L.P.'s full portfolio →
MS Morgan Stanley	527.7K	4.84%	+100.0K (+23.4%)	≤2021	0.0%
Shares held by quarter Peak holding527.7K (Q2'26) Change over 8 quarters+122.5K Share of the company4.840% Morgan Stanley's full portfolio →

Rockefeller Capital Management L.P.

552.0K

% of company

5.06%

Change vs last qtr

−1.7K (−0.3%)

Held since

2023

Morgan Stanley

527.7K

% of company

4.84%

Change vs last qtr

+100.0K (+23.4%)

Held since

≤2021

26 more super investors behind a free account

See every manager holding Eaton Vance Municipal Income 2028 Term Trust, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting ETX on Form N-PORT; together they hold 0.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VC VanEck CEF Muni Income ETF VanEck ETF Trust	$902K	47.8K	0.44%	0.43%	January 31, 2026

VanEck CEF Muni Income ETF

VanEck ETF Trust

Position value

$902K

% of company

0.44%

% of the fund

0.43%

As of

January 31, 2026

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
BC Brandon Craig R Insider	6.6K	0.06%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.060% Brandon Craig R's insider activity →

Brandon Craig R

Insider

6.6K

% of company

0.06%

Change vs last qtr

—

Held since

—

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