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 Q2 2026

Latest Period

Q2 2026

Institutions Reporting

43

Shares (Excl. Options)

2,527,993

Price

$18.75

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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 Jun 2026
Q2 2026
Total 13F shares
2,527,993
Latest holder snapshot 5 signals
Total 13F value
$47,394,562
Portfolio coverage rank
0%
Share change
+122,618
Value change
+$2,299,465
Number of holders
43
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
10,915,094
SEC-reported price per share
$18.13
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

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.
  • 43 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 42 to 43 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $44,602,227 to $47,394,562.

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 43 institutions filings for Q2 2026.

Open SEC evidence

Security key

27829U105

Latest holder period

Q2 2026

13F holders

43

13D/G owners

1

CIK / CUSIP context first

Open Q2 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 Jun 2026, 43 institutional investors reported holding 2,527,993 shares of Eaton Vance Municipal Income 2028 Term Trust - Common Shares of Eaton Vance Municipal Income 2028 Term Trust (ETX). This represents 23% of the company’s total 10,915,094 outstanding shares.

13F concentration

Top 25 institutional shareholders

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

Top holder share
22%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Rockefeller Capital Management L.P. 5.1% 552,039 -0.31% 0.02% $10,350,731
MORGAN STANLEY 4.8% 527,704 +23% 0% $9,894,458
RAYMOND JAMES FINANCIAL INC 2% 217,654 -7.3% 0% $4,081,001
UBS Group AG 1.2% 135,161 -4.6% 0% $2,534,269
LPL Financial LLC 1.2% 134,330 +1.5% 0% $2,518,696
BANK OF AMERICA CORP /DE/ 1.2% 130,593 -2% 0% $2,448,617
WELLS FARGO & COMPANY/MN 0.9% 98,346 -9.7% 0% $1,843,993
Corient Private Wealth LP 0.66% 71,586 +0.23% 0% $1,342,238
MGO ONE SEVEN LLC 0.56% 60,996 +51% 0.02% $1,143,670
Sanctuary Advisors, LLC 0.54% 59,019 -7.8% 0.01% $1,106,607
FOCUSED ALPHA, LLC 0.43% 46,649 +0.5% 0.22% $874,666
COMMONWEALTH EQUITY SERVICES, LLC 0.37% 40,855 +1.5% 0% $766,030
OSAIC HOLDINGS, INC. 0.36% 38,822 +94% 0% $727,908
Merit Financial Group, LLC 0.35% 38,310 +0.44% 0% $718,308
ROYAL BANK OF CANADA 0.34% 36,772 +5.4% 0% $689,000
STIFEL FINANCIAL CORP 0.3% 32,828 +5.2% 0% $615,526
TRUIST FINANCIAL CORP 0.26% 28,386 -9.9% 0% $532,236
Steward Partners Investment Advisory, LLC 0.25% 26,921 0% 0% $504,769
Invesco Ltd. 0.22% 24,305 -2.2% 0% $455,719
Arax Advisory Partners 0.22% 23,928 0% $448,650
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 0.2% 21,875 0% 0.1% $410,156
Kestra Advisory Services, LLC 0.2% 21,662 +13% 0% $406,163
Stronghold Wealth Management L.L.C. 0.18% 19,420 -3.8% 0.49% $364,125
Aviance Capital Partners, LLC 0.15% 15,940 -6.5% 0.03% $298,879
AMERIPRISE FINANCIAL INC 0.14% 14,992 -5.9% 0% $281,097

Quarter history

Institutional holders across reporting periods

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

Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
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
2020 Q2 1,834,867 $37,450,255 -$482,953 $20.41 37
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