13F Insight
DOSSIER · 13F Holders · Q2 2026
CEV

EATON VANCE CALIF MUN INCOM

37 institutions still hold EATON VANCE CALIF MUN INCOM as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 27826F101·37 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$11M
visible holders
Holders
37
filers reporting
Concentration
12.84%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

37 institutions reported CEV in Q2 2026. LPL Financial LLC leads at 12.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$1M135K0.00%Q2 202602
MORGAN STANLEY
CIK 0000895421
$1M134K0.00%Q2 202603
Rockefeller Capital Management L.P.
CIK 0001739439
$1M120K0.00%Q2 202604
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$886K84K0.01%Q2 202605
WESCAP Management Group, Inc.
CIK 0001667140
$693K66K0.13%Q2 202606
Cypress Wealth Services, LLC
CIK 0001721527
$668K63K0.08%Q2 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$595K57K0.00%Q2 202608
Atala Financial Inc
CIK 0002053756
$553K53K0.34%Q2 202609
WEDBUSH SECURITIES INC
CIK 0001142495
$528K52K0.02%Q1 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$516K49K0.00%Q2 202611
UBS Group AG
CIK 0001610520
$432K41K0.00%Q2 202612
Vivaldi Capital Management LP
CIK 0001682021
$394K39K0.05%Q1 202613
Wealthspire Advisors, LLC
CIK 0001646247
$255K24K0.00%Q2 202614
EVOLVE PRIVATE WEALTH, LLC
CIK 0002111131
$232K22K0.01%Q2 202615
MELFA WEALTH MANAGEMENT, INC.
CIK 0001962465
$218K21K0.12%Q2 202616
Plancorp, LLC
CIK 0001599579
$211K20K0.01%Q2 202617
FIRST AMERICAN TRUST, FSB
CIK 0000036066
$210K20K0.01%Q2 202618
Whipplewood Advisors, LLC
CIK 0002052510
$197K19K0.13%Q2 202619
Mariner, LLC
CIK 0001373442
$192K18K0.00%Q2 202620
Vanguard Capital Wealth Advisors
CIK 0001730578
$168K16K0.11%Q2 2026
Page 1 of 2
17 more holders available. Log in →
Insiders at EATON VANCE CALIF MUN INCOM
Ubs Group Ag →Citigroup Inc →