Security Snapshot

Eaton Vance Municipal Income 2028 Term Trust - Common Shares of Eaton Vance Municipal Income 2028 Term Trust (ETX) Institutional Ownership

CUSIP: 27829U105

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026

13F reference period

Q3 2026

Institutions Reporting

21

Shares (Excl. Options)

1.16MFull value: 1,164,472 · shares · 30 Sep 2026

Price

$17.55

The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.

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Security type / class
Equity / Common Shares of Eaton Vance Municipal Income 2028 Term Trust
Symbol
ETX on NYSE
All holders as of 30 Sep 2026
Q3 2026
Total 13F shares
1,164,472
Latest holder snapshot 5 signals
Total 13F value
$20,436,502
Portfolio coverage rank
0%
Share change
-130,975
Value change
-$2,311,030
Number of holders
21
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
10,915,094
SEC-reported price per share
$17.63
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • ETX - Eaton Vance Municipal Income 2028 Term Trust - Common Shares of Eaton Vance Municipal Income 2028 Term Trust is tracked under CUSIP 27829U105.
  • 21 institutions reported positions in Q3 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 43 to 21 between Q2 2026 and Q3 2026.
  • SEC-reported value moved from
    $47.39MFull value: $47,394,562 · USD · 30 Jun 2026
    to
    $20.44MFull value: $20,436,502 · USD · 30 Sep 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 21 institutions filings for Q3 2026.

Open SEC evidence

Security key

27829U105

13F reference period

Q3 2026

13F holders

21

13D/G owners

1

CIK / CUSIP context first

Open Q3 2026 holders ETX full holder history Eaton Vance Municipal Income 2028 Term Trust SEC filings Eaton Vance Municipal Income 2028 Term Trust insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
ETX
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Rockefeller Capital Management L.P. 5.3% 0% $11,164,992 -$137,106 578,500 -1.2% Rockefeller Capital Management L.P. 30 Sep 2025
As of 30 Sep 2026, 21 institutional investors reported holding
1.16MFull value: 1,164,472 · shares · 30 Sep 2026
shares of Eaton Vance Municipal Income 2028 Term Trust - Common Shares of Eaton Vance Municipal Income 2028 Term Trust (ETX). This represents 11% of the company’s total
10.92MFull value: 10,915,094 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 22 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
11%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MORGAN STANLEY 4.8% 528,105 +0.08% 0% $9,268,243
LPL Financial LLC 1.1% 119,199 -11% 0% $2,091,934
RAYMOND JAMES FINANCIAL INC 0.75% 81,752 -62% 0% $1,434,757
Sanctuary Advisors, LLC 0.58% 63,316 +7.3% 0% $1,111,193
MGO ONE SEVEN LLC 0.56% 61,543 +0.9% 0.02% $1,080,075
FOCUSED ALPHA, LLC 0.43% 46,855 +0.44% 0.2% $822,308
COMMONWEALTH EQUITY SERVICES, LLC 0.37% 40,877 +0.05% 0% $717,400
STIFEL FINANCIAL CORP 0.35% 38,449 +17% 0% $674,780
TRUIST FINANCIAL CORP 0.26% 28,508 +0.43% 0% $500,324
Arax Advisory Partners 0.22% 23,928 0% 0% $419,936
Kestra Advisory Services, LLC 0.2% 22,260 +2.8% 0% $390,667
Invesco Ltd. 0.19% 20,554 -15% 0% $360,723
Stronghold Wealth Management L.L.C. 0.17% 18,957 -2.4% 0.46% $332,695
Aviance Capital Partners, LLC 0.14% 15,596 -2.2% 0.03% $273,718
MELFA WEALTH MANAGEMENT, INC. 0.12% 12,649 0% 0.12% $221,983
XML Financial, LLC 0.11% 12,187 0.02% $213,887
NewEdge Advisors, LLC 0.1% 11,356 +2704% 0% $199,292
Stratos Wealth Partners, LTD. 0.1% 11,336 0% 0% $198,947
FARMERS & MERCHANTS INVESTMENTS INC 0.06% 7,000 0% 0% $122,850
Hara Capital LLC 0% 44 0% 0% $772
TRUST CO OF VERMONT 0% 1 0% 0% $18
Mutual Advisors, LLC 0% 0 -100% $0

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
51
Headline period
Q3 2026
Rows shown
1-25 of 51
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 1,164,472 $20,436,502 -$2,311,030 $17.55 21
2026 Q2 2,527,993 $47,394,562 +$2,299,465 $18.75 43
2026 Q1 2,429,303 $44,602,227 -$1,196,218 $18.36 42
2025 Q4 2,493,375 $46,626,032 +$296,128 $18.70 42
2025 Q3 2,416,636 $46,634,706 +$290,146 $19.30 35
2025 Q2 2,338,454 $42,115,565 +$1,827,674 $18.01 34
2025 Q1 2,236,726 $40,865,435 -$1,218,660 $18.27 35
2024 Q4 2,372,538 $41,817,151 +$147,462 $17.61 40
2024 Q3 2,371,071 $44,693,501 -$3,447,763 $18.88 35
2024 Q2 2,553,982 $47,715,574 -$192,884 $18.70 42
2024 Q1 2,504,579 $44,687,714 -$2,688,285 $17.84 44
2023 Q4 2,658,317 $46,085,242 +$2,679,268 $17.34 48
2023 Q3 2,391,246 $40,554,359 +$2,665,849 $16.96 46
2023 Q2 2,233,096 $39,257,429 -$497,743 $17.58 43
2023 Q1 2,261,425 $40,228,564 +$1,803,013 $17.79 40
2022 Q4 2,159,233 $38,497,305 +$2,507,684 $17.83 40
2022 Q3 2,095,166 $39,177,450 +$4,142,572 $18.70 33
2022 Q2 1,873,757 $38,819,960 -$2,905,969 $20.72 34
2022 Q1 2,016,796 $41,202,458 -$2,450,099 $20.43 37
2021 Q4 2,132,983 $45,860,250 +$618,686 $21.50 39
2021 Q3 2,048,270 $45,734,815 +$902,450 $22.33 39
2021 Q2 2,004,887 $46,677,040 +$1,948,260 $23.28 39
2021 Q1 1,921,306 $42,028,065 -$1,418,366 $21.87 39
2020 Q4 1,982,568 $46,402,810 +$2,231,557 $23.42 41
2020 Q3 1,888,623 $39,750,775 +$720,160 $21.05 39
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