8 institutions reported holding $2.1M of Eaton Vance Funds/USA (EVV) in SEC 13F filings for 2026-06-30. Largest institutional holders: CoreCap Advisors, LLC ($1.1M), Mallini Complete Financial Planning LLC ($325,824), Quad-Cities Investment Group, LLC ($211,037), Bison Wealth, LLC ($158,727), Sandy Cove Advisors, LLC ($146,172). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CoreCap Advisors, LLC | $1.1M | 114,835 | Trimmed |
| 2 | Mallini Complete Financial Planning LLC | $325,824 | 34,773 | Added |
| 3 | Quad-Cities Investment Group, LLC | $211,037 | 22,523 | Trimmed |
| 4 | Bison Wealth, LLC | $158,727 | 16,850 | Hold |
| 5 | Sandy Cove Advisors, LLC | $146,172 | 15,600 | Hold |
| 6 | EASTERN BANK | $103,070 | 11,000 | Hold |
| 7 | Byrne Asset Management LLC | $44,508 | 4,750 | Hold |
| 8 | CX Institutional | $2,000 | 175 | New |
Source: SEC Form 13F filings · as of 2026-06-30