CEV · Eaton Vance California Municipal Income Trust

$10.69 +0.04 (+0.38%) At close · Aug 21

Market Cap

$74.91M

7.03M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 34

Total Value: $11,923,039

Total Shares: 1,133,370

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 34 13F filers · Δ vs Mar 31, 2026

Top Holder

11.9%

−1.7 pts

Top 5

47.6%

−1.0 pts

Top 10

72.9%

+2.9 pts

HHI

663

Broadly held−6

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: 0

Institutional value: -4.3%

Shares held: -8.4%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega MORGAN STANLEY	+16,036	134,122
Small WESCAP Management Group, Inc.	+15,620	65,838
Mid WEDBUSH SECURITIES INC	+13,253	65,750
Small Cypress Wealth Services, LLC	+4,398	63,476
Large OSAIC HOLDINGS, INC.	+2,000	4,000

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large GUGGENHEIM CAPITAL LLC	−84,437	84,183
Mega RAYMOND JAMES FINANCIAL INC	−3,646	56,516
Mid EVOLVE PRIVATE WEALTH, LLC	−1,606	22,021
Mega WELLS FARGO & COMPANY/MN	−1,173	49,029
Small Noble Wealth Management PBC	−1,000	1,300

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small Stonebridge Financial Group, LLC/CA	26,500	$278,780
Large HRT FINANCIAL LP	13,546	$142,503
Mega CITADEL ADVISORS LLC	10,178	$107,072
Small HIGHLINE WEALTH PARTNERS LLC	600	$6,312

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mid Hennion & Walsh Asset Management, Inc.	51,319	$516,782
Small Vivaldi Capital Management LP	39,103	$393,767
Mid Advisors Asset Management, Inc.	14,810	$149,136
Micro Concorde Asset Management, LLC	10,000	$100,700

Filter: New 4 Increased 9 Reduced 6 Sold out 4 Unchanged 15

Showing 34 of 34

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

LPL Financial LLC

$1,417,801

11.89%

134,772

MORGAN STANLEY

$1,410,963

11.83%

134,122

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	134,122	$1,410,963	100.0%	Defined

Rockefeller Capital Management L.P.

$1,266,881

10.63%

120,426

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	120,426	$1,266,881	100.0%	Defined

GUGGENHEIM CAPITAL LLC

$885,604

7.43%

84,183

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GUGGENHEIM FUNDS DISTRIBUTORS, LLC	83,903	$882,659	99.7%	Defined
SECURITY INVESTORS LLC	280	$2,945	0.3%	Defined

WESCAP Management Group, Inc.

$692,615

5.81%

65,838

WEDBUSH SECURITIES INC

$691,690

5.80%

65,750

Cypress Wealth Services, LLC

$667,767

5.60%

63,476

RAYMOND JAMES FINANCIAL INC

$594,548

4.99%

56,516

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	53,516	$562,988	94.7%	Defined
Raymond James Financial Services Advisors, Inc.	3,000	$31,560	5.3%	Defined

Atala Financial Inc

$553,162

4.64%

52,582

WELLS FARGO & COMPANY/MN

$515,785

4.33%

49,029

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	7,577	$79,710	15.5%	Defined
WELLS FARGO CLEARING SERVICES, LLC	41,452	$436,075	84.5%	Defined

UBS Group AG

$432,487

3.63%

41,111

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	41,111	$432,487	100.0%	Defined

Stonebridge Financial Group, LLC/CA

$278,780

2.34%

26,500

Wealthspire Advisors, LLC

$254,541

2.13%

24,196

EVOLVE PRIVATE WEALTH, LLC

$231,660

1.94%

22,021

MELFA WEALTH MANAGEMENT, INC.

$217,543

1.82%

20,679

Plancorp, LLC

$210,400

1.76%

20,000

FIRST AMERICAN TRUST, FSB

$210,400

1.76%

20,000

Whipplewood Advisors, LLC

$197,008

1.65%

18,727

Mariner, LLC

$191,590

1.61%

18,212

Vanguard Capital Wealth Advisors

$168,320

1.41%

16,000

HRT FINANCIAL LP

$142,503

1.20%

13,546

MATHER GROUP, LLC.

$127,491

1.07%

12,119

ROYAL BANK OF CANADA

$121,916

1.02%

11,589

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	11,589	$121,916	100.0%	Defined

CITADEL ADVISORS LLC

$107,072

0.90%

10,178

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	10,178	$107,072	100.0%	Defined

Pasadena Private Wealth, LLC

$105,200

0.88%

10,000

US BANCORP \DE\

$78,447

0.66%

7,457

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	7,457	$78,447	100.0%	Defined

OSAIC HOLDINGS, INC.

$42,080

0.35%

4,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	4,000	$42,080	100.0%	Defined

WHITTIER TRUST CO

$29,876

0.25%

2,840

HOLLENCREST CAPITAL MANAGEMENT

$24,932

0.21%

2,370

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

$16,074

0.13%

1,528

Noble Wealth Management PBC

$13,676

0.11%

1,300

WOLFF WIESE MAGANA LLC

$10,520

0.09%

1,000

FIFTH THIRD BANCORP

$7,395

0.06%

703

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	703	$7,395	100.0%	Defined

HIGHLINE WEALTH PARTNERS LLC

$6,312

0.05%

600

Key facts CIK 1074692 CUSIP 27826F101 13F (30d) 34 filings 30 filers Visit website