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

96 institutions reported holding $97.7M of EATON VANCE (EVN) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($13.5M), Hennion & Walsh Asset Management, Inc. ($10.5M), RAYMOND JAMES FINANCIAL INC ($9.8M), GUGGENHEIM CAPITAL LLC ($8.4M), UBS Group AG ($4.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$13.5M1.2MAdded
2Hennion & Walsh Asset Management, Inc.$10.5M935,778Trimmed
3RAYMOND JAMES FINANCIAL INC$9.8M866,623Added
4GUGGENHEIM CAPITAL LLC$8.4M749,682Trimmed
5UBS Group AG$4.4M393,788Trimmed
6MELFA WEALTH MANAGEMENT, INC.$4.0M354,956Trimmed
7WELLS FARGO & COMPANY/MN$3.8M335,253Added
8BANK OF AMERICA CORP /DE/$3.5M310,720Trimmed
9LPL Financial LLC$3.3M289,311Added
10VAN ECK ASSOCIATES CORP$2.9M257,911Added
11Janney Montgomery Scott LLC$2.8M246,352Trimmed
12WELCH & FORBES LLC$2.3M205,784Hold
13Cetera Investment Advisers$1.9M169,715Added
14Fiera Capital Corp$1.7M147,021Added
15Cambridge Investment Research Advisors, Inc.$1.6M139,420Added
16OSAIC HOLDINGS, INC.$1.4M127,002Added
17Kestra Advisory Services, LLC$1.3M117,386Added
18Advisors Asset Management, Inc.$1.3M112,477Added
19ProVise Management Group, LLC$1.2M108,380Added
20Steward Partners Investment Advisory, LLC$1.2M103,446Added
21Whipplewood Advisors, LLC$1.1M93,479Trimmed
22Wakefield Asset Management LLLP$992,44688,139New
23Royal Bank of Canada$962,00085,462Added
24STIFEL FINANCIAL CORP$772,22868,582Trimmed
25COMMONWEALTH EQUITY SERVICES, LLC$757,76067,297Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30