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CEV · Eaton Vance California Municipal Income Trust · Holdings

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$10.24 -0.03 (-0.29%) At close · Oct 6
Rebalance outlook locked
Market Cap
$70.20M
Shares
7.03M
Volume · Oct 6 41.48K Avg daily vol (3M) 28.76K

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.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 34
Total Value: $11,922,545
Total Shares: 1,133,370

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 34 13F filers
Top Holder
11.9%
Sep 2023 → Jun 2026 · range 11.9% – 39.8%
of institutional value
Top 5
47.6%
Sep 2023 → Jun 2026 · range 47.6% – 73.2%
of institutional value
Top 10
72.9%
Sep 2023 → Jun 2026 · range 70.1% – 86.4%
of institutional value
HHI
663
Sep 2023 → Jun 2026 · range 663 – 1,989
Broadly held
Showing 34 of 34
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
LPL Financial LLC $1,417,801 11.89% 134,772
MORGAN STANLEY $1,410,963 11.83% 134,122
Rockefeller Capital Management L.P. $1,266,881 10.63% 120,426
GUGGENHEIM CAPITAL LLC $885,604 7.43% 84,183
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
Atala Financial Inc $553,162 4.64% 52,582
WELLS FARGO & COMPANY/MN $515,785 4.33% 49,029
UBS Group AG $432,487 3.63% 41,111
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
CITADEL ADVISORS LLC $107,072 0.90% 10,178
Pasadena Private Wealth, LLC $105,200 0.88% 10,000
US BANCORP \DE\ $78,447 0.66% 7,457
OSAIC HOLDINGS, INC. $42,080 0.35% 4,000
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 $13,182 0.11% 1,300
WOLFF WIESE MAGANA LLC $10,520 0.09% 1,000
FIFTH THIRD BANCORP $7,395 0.06% 703
HIGHLINE WEALTH PARTNERS LLC $6,312 0.05% 600
Key facts CIK 1074692 CUSIP 27826F101 13F (30d) 1 filings 1 filers Visit website