Who Owns EATON VANCE CALIF MUN INCOM (CEV)? -- Institutional Holders (2026-06-30)
37 institutions reported holding $11.9M of EATON VANCE CALIF MUN INCOM (CEV) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($1.4M), MORGAN STANLEY ($1.4M), Rockefeller Capital Management L.P. ($1.3M), GUGGENHEIM CAPITAL LLC ($885,606), WESCAP Management Group, Inc. ($692,616). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $1.4M | 134,772 | Added |
| 2 | MORGAN STANLEY | $1.4M | 134,122 | Added |
| 3 | Rockefeller Capital Management L.P. | $1.3M | 120,426 | Hold |
| 4 | GUGGENHEIM CAPITAL LLC | $885,606 | 84,183 | Trimmed |
| 5 | WESCAP Management Group, Inc. | $692,616 | 65,838 | Added |
| 6 | WEDBUSH SECURITIES INC | $692,000 | 65,750 | Added |
| 7 | Cypress Wealth Services, LLC | $667,769 | 63,476 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $594,548 | 56,516 | Trimmed |
| 9 | Atala Financial Inc | $553,163 | 52,582 | Hold |
| 10 | WELLS FARGO & COMPANY/MN | $515,784 | 49,029 | Trimmed |
| 11 | UBS Group AG | $432,488 | 41,111 | Added |
| 12 | Stonebridge Financial Group, LLC/CA | $278,000 | 26,500 | New |
| 13 | Wealthspire Advisors, LLC | $254,542 | 24,196 | Hold |
| 14 | EVOLVE PRIVATE WEALTH, LLC | $231,661 | 22,021 | Trimmed |
| 15 | MELFA WEALTH MANAGEMENT, INC. | $217,547 | 20,679 | Hold |
| 16 | Plancorp, LLC | $211,400 | 20,000 | Hold |
| 17 | FIRST AMERICAN TRUST, FSB | $210,400 | 20,000 | Hold |
| 18 | Whipplewood Advisors, LLC | $197,008 | 18,727 | Added |
| 19 | Mariner, LLC | $191,585 | 18,212 | Hold |
| 20 | Vanguard Capital Wealth Advisors | $168,320 | 16,000 | Trimmed |
| 21 | HRT FINANCIAL LP | $142,000 | 13,546 | New |
| 22 | MATHER GROUP, LLC. | $127,492 | 12,119 | Hold |
| 23 | Royal Bank of Canada | $122,000 | 11,589 | Added |
| 24 | CITADEL ADVISORS LLC | $107,073 | 10,178 | New |
| 25 | Pasadena Private Wealth, LLC | $105,200 | 10,000 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30