CEV institutional holders

EATON VANCE CALIF MUN INCOM · 13F, 2026Q2

Managers holding34
Shares held1,133,370
Reported value$11.9m
Quarter flows4 new, 9 added, 6 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC134,772$1.4m0.0%
MORGAN STANLEY134,122$1.4m0.0%
Rockefeller Capital Management L.P.120,426$1.3m0.0%
GUGGENHEIM CAPITAL LLC84,183$885,6060.0%
WESCAP Management Group, Inc.65,838$692,6160.1%
WEDBUSH SECURITIES INC65,750$692,0000.0%
Cypress Wealth Services, LLC63,476$667,7690.1%
RAYMOND JAMES FINANCIAL INC56,516$594,5480.0%
Atala Financial Inc52,582$553,1630.3%
WELLS FARGO & COMPANY/MN49,029$515,7840.0%
UBS Group AG41,111$432,4880.0%
Stonebridge Financial Group, LLC/CA26,500$278,0000.0%
Wealthspire Advisors, LLC24,196$254,5420.0%
EVOLVE PRIVATE WEALTH, LLC22,021$231,6610.0%
MELFA WEALTH MANAGEMENT, INC.20,679$217,5470.1%
Plancorp, LLC20,000$211,4000.0%
FIRST AMERICAN TRUST, FSB20,000$210,4000.0%
Whipplewood Advisors, LLC18,727$197,0080.1%
Mariner, LLC18,212$191,5850.0%
Vanguard Capital Wealth Advisors16,000$168,3200.1%
HRT FINANCIAL LP13,546$142,0000.0%
MATHER GROUP, LLC.12,119$127,4920.0%
ROYAL BANK OF CANADA11,589$122,0000.0%
CITADEL ADVISORS LLC10,178$107,0730.0%
Pasadena Private Wealth, LLC10,000$105,2000.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CEV"). CEV price history · All 13F data

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