Who Owns EATON VANCE (CEV)? -- Institutional Holders (2026-06-30)

Name: EATON VANCE (CEV) Institutional Holders (2026-06-30)
Creator: ko.io

37 institutions reported holding $11.9M of EATON VANCE (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

来源：SEC 13F 申报文件 · 截至 2026-06-30