Who Owns EATON VANCE (EVF)? -- Institutional Holders (2026-06-30)
64 institutions reported holding $25.9M of EATON VANCE (EVF) in SEC 13F filings for 2026-06-30. Largest institutional holders: SIT INVESTMENT ASSOCIATES INC ($3.8M), 1607 Capital Partners, LLC ($3.2M), WOLVERINE ASSET MANAGEMENT LLC ($2.3M), Cambridge Investment Research Advisors, Inc. ($1.9M), GUGGENHEIM CAPITAL LLC ($1.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | $3.8M | 770,880 | Trimmed |
| 2 | 1607 Capital Partners, LLC | $3.2M | 640,377 | Trimmed |
| 3 | WOLVERINE ASSET MANAGEMENT LLC | $2.3M | 462,719 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $1.9M | 374,177 | Added |
| 5 | GUGGENHEIM CAPITAL LLC | $1.9M | 373,623 | Added |
| 6 | Matisse Capital | $1.8M | 370,000 | Added |
| 7 | ICON ADVISERS INC/CO | $1.6M | 327,921 | Added |
| 8 | Invesco Ltd. | $1.1M | 223,776 | Trimmed |
| 9 | Logan Stone Capital, LLC | $946,036 | 189,967 | Added |
| 10 | UBS Group AG | $613,611 | 123,215 | Added |
| 11 | LOOMIS SAYLES & CO L P | $611,016 | 122,694 | Hold |
| 12 | Atlas Wealth LLC | $607,082 | 121,904 | New |
| 13 | MORGAN STANLEY | $524,556 | 105,332 | Trimmed |
| 14 | MELFA WEALTH MANAGEMENT, INC. | $500,476 | 100,497 | Added |
| 15 | Virtus Investment Advisers, LLC | $390,482 | 78,410 | Trimmed |
| 16 | Almitas Capital LLC | $372,260 | 74,751 | Added |
| 17 | Ethos Financial Group, LLC | $371,652 | 74,629 | Trimmed |
| 18 | Shaker Financial Services, LLC | $285,399 | 57,309 | Added |
| 19 | LPL Financial LLC | $274,680 | 55,157 | Added |
| 20 | WELLS FARGO & COMPANY/MN | $244,180 | 49,032 | Trimmed |
| 21 | OSAIC HOLDINGS, INC. | $192,117 | 38,577 | Added |
| 22 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $191,586 | 38,471 | Hold |
| 23 | SIMON QUICK ADVISORS, LLC | $173,891 | 34,918 | Added |
| 24 | BANK OF AMERICA CORP /DE/ | $165,803 | 33,294 | Added |
| 25 | RAYMOND JAMES FINANCIAL INC | $152,534 | 30,629 | Added |
Source: SEC Form 13F filings · as of 2026-06-30