13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
EVN

EATON VANCE NATIONAL MUNICIPAL

92 institutions still hold EATON VANCE NATIONAL MUNICIPAL as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 27826u108·92 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.1%
vs prior quarter
13F value held
$68M
48.0% inst. owned
of float
Holders
92
-90 QoQ
filers reporting
Activity
+71 / −62
+913 added · −761 reduced
this quarter
Concentration
17.20%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

92 institutions reported EVN in Q1 2026. MORGAN STANLEY leads at 17.2% of the visible book. -90 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$12M1.1M0.00%Q1 202602
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$10M941K0.33%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$9M841K0.00%Q1 202604
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$8M816K0.07%Q1 202605
UBS Group AG
CIK 0001610520
$4M404K0.00%Q1 202606
MELFA WEALTH MANAGEMENT, INC.
CIK 0001962465
$4M398K2.38%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4M343K0.00%Q1 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M323K0.00%Q1 202609
LPL Financial LLC
CIK 0001403438
$2M214K0.00%Q1 202610
WELCH & FORBES LLC
CIK 0000105495
$2M206K0.03%Q1 202611
Cetera Investment Advisers
CIK 0001666741
$2M164K0.00%Q1 202612
ProVise Management Group, LLC
CIK 0001305707
$1M105K0.08%Q1 202613
Whipplewood Advisors, LLC
CIK 0002052510
$979,38394K0.51%Q1 202614
Steward Partners Investment Advisory, LLC
CIK 0001723397
$950,87091K0.00%Q1 202615
ROYAL BANK OF CANADA
CIK 0001000275
$864,00083K0.00%Q1 202616
Fiera Capital Corp
CIK 0001505817
$842,33681K0.00%Q1 202617
STIFEL FINANCIAL CORP
CIK 0000720672
$781,05075K0.00%Q1 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$773,01874K0.00%Q1 202619
NewEdge Advisors, LLC
CIK 0001633516
$721,39169K0.00%Q1 202620
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$701,58067K0.00%Q1 2026
Page 1 of 5
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