LPL Financial LLC
Position in CEV — Eaton Vance California Municipal Income Trust
CIK 1403438
FORT MILL, SC
Position in CEV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,417,801
+$63,205 QoQ
Shares Held
134,772
+0.2% QoQ
Ownership
1.92%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1
of 34 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CEV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,342,804,719 across 412 Asset Management names. CEV ranks #289 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
213,723 | $205,507,487 | |
| 2 | BX |
Blackstone Inc.
|
1,695,516 | $199,511,367 | |
| 3 | PFG |
Principal Financial Group Inc
|
1,134,085 | $122,231,681 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,545,160 | $92,604,172 | |
| 5 | ARCC |
Ares Capital Corp
|
4,029,149 | $74,660,130 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
5,496,468 | $71,509,048 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
2,315,840 | $69,868,892 | |
| 8 | KKR |
KKR & Co. Inc.
|
679,426 | $62,357,718 |
All Filings in CEV
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,417,801 | 134,772 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,354,596 | 134,518 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,412,477 | 140,685 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,052,724 | 104,437 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $665,305 | 68,659 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $495,478 | 49,449 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $365,124 | 36,367 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $641,275 | 58,995 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $471,006 | 43,291 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $267,053 | 25,170 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $198,124 | 19,161 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $188,741 | 20,605 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $130,869 | 13,100 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $110,821 | 10,833 | Shares | Sole | 2023-05-10 | |
| 2022-09-30 | $96,825 | 10,086 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $152,397 | 13,275 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||