EVN · Eaton Vance Municipal Income Trust

$10.76 +0.03 (+0.28%)

Market Cap

$428.37M

39.92M

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: 89

Total Value: $97,795,719

Total Shares: 8,685,236

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 89 13F filers · Δ vs Mar 31, 2026

Top Holder

13.8%

+0.2 pts

Top 5

47.7%

−2.5 pts

Top 10

65.6%

−3.5 pts

HHI

607

Broadly held−47

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: 0

Institutional value: +14.5%

Shares held: +5.9%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Large Kestra Advisory Services, LLC	+103,480	117,386
Mega MORGAN STANLEY	+80,086	1,200,516
Mega LPL Financial LLC	+75,014	289,311
Mid Advisors Asset Management, Inc.	+68,458	112,477
Large Fiera Capital Corp	+66,105	147,021

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large GUGGENHEIM CAPITAL LLC	−66,489	749,682
Small MELFA WEALTH MANAGEMENT, INC.	−43,091	354,956
Mega BANK OF AMERICA CORP /DE/	−32,481	310,720
Micro Gridiron Partners, LLC	−22,811	10,324
Small Westview Management dba Westview Investment Advisors	−19,250	13,624

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small Wakefield Asset Management LLLP	88,139	$992,445
Micro Meadowbrook Wealth Management, LLC	44,806	$504,515
Mid Sequoia Financial Advisors, LLC	27,000	$304,020
Mid ROTHSCHILD INVESTMENT LLC	25,000	$281,500
Mid GRIMES & Co WEALTH MANAGEMENT, LLC	15,863	$178,617

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega Invesco Ltd.	41,475	$431,754
Mid WOLVERINE ASSET MANAGEMENT LLC	21,494	$223,752
Mid XTX Topco Ltd	14,346	$149,341
Mega FIRST TRUST ADVISORS LP	10,075	$104,880
Small ARCADIA INVESTMENT MANAGEMENT CORP/MI	8,230	$85,674

Filter: New 10 Increased 28 Reduced 22 Sold out 10 Unchanged 29

Showing 89 of 89

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

MORGAN STANLEY

$13,517,809

13.82%

1,200,516

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	1,200,168	$13,513,891	100.0%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	348	$3,918	0.0%	Defined

Hennion & Walsh Asset Management, Inc.

$10,536,860

10.77%

935,778

RAYMOND JAMES FINANCIAL INC

$9,758,174

9.98%

866,623

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

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	462,584	$5,208,695	53.4%	Defined
Raymond James Financial Services Advisors, Inc.	380,404	$4,283,349	43.9%	Defined
RAYMOND JAMES TRUST N.A.	23,635	$266,130	2.7%	Defined

GUGGENHEIM CAPITAL LLC

$8,441,419

8.63%

749,682

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	749,682	$8,441,419	100.0%	Defined

UBS Group AG

$4,434,052

4.53%

393,788

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	393,788	$4,434,052	100.0%	Defined

MELFA WEALTH MANAGEMENT, INC.

$3,996,804

4.09%

354,956

WELLS FARGO & COMPANY/MN

$3,774,948

3.86%

335,253

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

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	1,001	$11,271	0.3%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	106,320	$1,197,163	31.7%	Defined
WELLS FARGO CLEARING SERVICES, LLC	227,932	$2,566,514	68.0%	Defined

BANK OF AMERICA CORP /DE/

$3,498,707

3.58%

310,720

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

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	310,720	$3,498,707	100.0%	Defined

LPL Financial LLC

$3,257,641

3.33%

289,311

VAN ECK ASSOCIATES CORP

$2,904,077

2.97%

257,911

Janney Montgomery Scott LLC

$2,773,923

2.84%

246,352

Welch & Forbes LLC

$2,317,127

2.37%

205,784

Cetera Investment Advisers

$1,910,990

1.95%

169,715

Fiera Capital Corp

$1,655,456

1.69%

147,021

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

Manager	Shares	Value (USD)	% of position	Discretion
Fiera Capital Inc.	147,021	$1,655,456	100.0%	Other

Cambridge Investment Research Advisors, Inc.

$1,569,869

1.61%

139,420

OSAIC HOLDINGS, INC.

$1,430,042

1.46%

127,002

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

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	107,490	$1,210,337	84.6%	Defined
Osaic Advisory Services, LLC	19,512	$219,705	15.4%	Defined

Kestra Advisory Services, LLC

$1,321,766

1.35%

117,386

Advisors Asset Management, Inc.

$1,266,491

1.30%

112,477

ProVise Management Group, LLC

$1,220,358

1.25%

108,380

Steward Partners Investment Advisory, LLC

$1,164,801

1.19%

103,446

Whipplewood Advisors, LLC

$1,052,573

1.08%

93,479

Wakefield Asset Management LLLP

$992,445

1.01%

88,139

ROYAL BANK OF CANADA

$962,302

0.98%

85,462

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	85,462	$962,302	100.0%	Defined

STIFEL FINANCIAL CORP

$772,233

0.79%

68,582

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

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	68,582	$772,233	100.0%	Defined

COMMONWEALTH EQUITY SERVICES, LLC

$757,764

0.77%

67,297

Summit Trail Advisors, LLC

$714,694

0.73%

63,472

NewEdge Advisors, LLC

$622,644

0.64%

55,297

InTrack Investment Management Inc

$612,532

0.63%

54,399

Capital Investment Advisors, LLC

$557,111

0.57%

49,477

Sanctuary Advisors, LLC

$517,610

0.53%

45,969

Meadowbrook Wealth Management, LLC

$504,515

0.52%

44,806

Baird Financial Group, Inc.

$491,093

0.50%

43,614

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

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	43,614	$491,093	100.0%	Defined

HighTower Advisors, LLC

$420,718

0.43%

37,364

World Investment Advisors

$413,951

0.42%

36,763

Focus Partners Wealth

$398,930

0.41%

35,429

StoneX Group Inc.

$367,639

0.38%

32,650

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

Manager	Shares	Value (USD)	% of position	Discretion
StoneX Advisors Inc.	32,650	$367,639	100.0%	Defined

TRUIST FINANCIAL CORP

$334,140

0.34%

29,675

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

Manager	Shares	Value (USD)	% of position	Discretion
Truist Advisory Services, Inc.	29,675	$334,140	100.0%	Defined

CARY STREET PARTNERS FINANCIAL LLC

$328,240

0.34%

29,151

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

Manager	Shares	Value (USD)	% of position	Discretion
CARY STREET PARTNERS INVESTMENT ADVISORY LLC	29,151	$328,240	100.0%	Defined

Sequoia Financial Advisors, LLC

$304,020

0.31%

27,000

Ashton Thomas Private Wealth, LLC

$301,768

0.31%

26,800

ROTHSCHILD INVESTMENT LLC

$281,500

0.29%

25,000

Rockefeller Capital Management L.P.

$271,050

0.28%

24,072

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

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	24,072	$271,050	100.0%	Defined

Chicago Partners Investment Group LLC

$230,875

0.24%

20,504

one8zero8, LLC

$202,680

0.21%

18,000

D.A. DAVIDSON & CO.

$191,994

0.20%

17,051

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$182,141

0.19%

16,176

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

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	16,176	$182,141	100.0%	Other

Twelve Points Wealth Management LLC

$179,101

0.18%

15,906

GRIMES & Co WEALTH MANAGEMENT, LLC

$178,617

0.18%

15,863

HARBOUR INVESTMENTS, INC.

$178,212

0.18%

15,827

Concurrent Investment Advisors, LLC

$176,399

0.18%

15,666

180 WEALTH ADVISORS, LLC

$175,273

0.18%

15,566

Ethos Financial Group, LLC

$167,334

0.17%

14,861

Equitable Holdings, Inc.

$165,240

0.17%

14,675

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

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	14,675	$165,240	100.0%	Defined

JANE STREET GROUP, LLC

$159,024

0.16%

14,123

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

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	9,355	$105,337	66.2%	Defined
Jane Street Global Trading, LLC	4,768	$53,687	33.8%	Defined

Kingsview Wealth Management, LLC

$155,770

0.16%

13,834

Compass Financial Group, INC/SD

$153,473

0.16%

13,630

Coquina Private Wealth LLC

$153,462

0.16%

13,629

Westview Management dba Westview Investment Advisors

$153,406

0.16%

13,624

SAX WEALTH ADVISORS, LLC

$151,796

0.16%

13,481

BAR HARBOR WEALTH MANAGEMENT

$151,030

0.15%

13,413

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

Manager	Shares	Value (USD)	% of position	Discretion
BAR HARBOR BANKSHARES	13,413	$151,030	100.0%	Defined

Mariner, LLC

$147,573

0.15%

13,106

Mutual Advisors, LLC

$147,370

0.15%

13,088

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$146,886

0.15%

13,045

SHUFRO ROSE & CO LLC

$140,750

0.14%

12,500

Belpointe Asset Management LLC

$139,995

0.14%

12,433

&PARTNERS

$136,538

0.14%

12,126

SIMON QUICK ADVISORS, LLC

$121,281

0.12%

10,771

Kapstone Financial Advisors LLC

$116,991

0.12%

10,390

Gridiron Partners, LLC

$116,248

0.12%

10,324

Abel Hall, LLC

$112,600

0.12%

10,000

Arax Advisory Partners

$98,750

0.10%

8,770

Farther Finance Advisors, LLC

$66,141

0.07%

5,874

Noble Wealth Management PBC

$65,533

0.07%

5,820

HOLLENCREST CAPITAL MANAGEMENT

$56,074

0.06%

4,980

PNC FINANCIAL SERVICES GROUP, INC.

$50,332

0.05%

4,470

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

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	4,470	$50,332	100.0%	Defined

Citizens National Bank Trust Department

$50,107

0.05%

4,450

IFG Advisory, LLC

$48,418

0.05%

4,300

FIFTH THIRD BANCORP

$37,687

0.04%

3,347

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	3,347	$37,687	100.0%	Defined

Cornerstone Planning Group LLC

$30,402

0.03%

2,700

Integrated Wealth Concepts LLC

$27,654

0.03%

2,456

Midway Capital Research & Management

$27,024

0.03%

2,400

Ancora Advisors LLC

$20,391

0.02%

1,811

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

Manager	Shares	Value (USD)	% of position	Discretion
ANCORA PRIVATE WEALTH ADVISORS, LLC	1,811	$20,391	100.0%	Sole

NATIONAL BANK OF CANADA /FI/

$18,860

0.02%

1,675

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

Manager	Shares	Value (USD)	% of position	Discretion
National Bank Financial Inc.	1,675	$18,860	100.0%	Defined

Ascentis Wealth Management, LLC

$18,826

0.02%

1,672

ASSETMARK, INC

$9,165

0.01%

814

HIGHLINE WEALTH PARTNERS LLC

$3,378

0.00%

300

Darwin Wealth Management, LLC

$2,252

0.00%

200

IMA Advisory Services, Inc.

$1,734

0.00%

154

Tidemark, LLC

$146

0.00%

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

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Investment Advisers LLC	41,475	$431,754	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	21,494	$223,752	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	14,346	$149,341	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	0	$0	0.0%	Other

Key facts CIK 1074540 CUSIP 27826U108 13F (30d) 76 filings 71 filers Visit website