CEV Eaton Vance California Municip
Eaton Vance California Municip (CEV) Institutional Ownership
What the institutions did with CEV last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| LPL Financial LLC | 134.8K | 11.9% |
| MORGAN STANLEY | 134.1K | 11.8% |
| Rockefeller Capital Management L.P. | 120.4K | 10.6% |
| GUGGENHEIM CAPITAL LLC | 84.2K | 7.4% |
| WESCAP Management Group, Inc. | 65.8K | 5.8% |
| WEDBUSH SECURITIES INC | 65.8K | 5.8% |
| Cypress Wealth Services, LLC | 63.5K | 5.6% |
| RAYMOND JAMES FINANCIAL INC | 56.5K | 5.0% |
| Atala Financial Inc | 52.6K | 4.6% |
| WELLS FARGO & COMPANY/MN | 49.0K | 4.3% |
| UBS Group AG | 41.1K | 3.6% |
| Stonebridge Financial Group, LLC/CA | 26.5K | 2.3% |
| Wealthspire Advisors, LLC | 24.2K | 2.1% |
| EVOLVE PRIVATE WEALTH, LLC | 22.0K | 1.9% |
| MELFA WEALTH MANAGEMENT, INC. | 20.7K | 1.8% |
| FIRST AMERICAN TRUST, FSB | 20.0K | 1.8% |
| Plancorp, LLC | 20.0K | 1.8% |
| Whipplewood Advisors, LLC | 18.7K | 1.7% |
| Mariner, LLC | 18.2K | 1.6% |
| Vanguard Capital Wealth Advisors | 16.0K | 1.4% |
| HRT FINANCIAL LP | 13.5K | 1.2% |
| MATHER GROUP, LLC. | 12.1K | 1.1% |
| ROYAL BANK OF CANADA | 11.6K | 1.0% |
| CITADEL ADVISORS LLC | 10.2K | 0.9% |
| Pasadena Private Wealth, LLC | 10.0K | 0.9% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | Reduced | 168.6K | 84.2K | -84.4K |
| Hennion & Walsh Asset Management, Inc. | Sold Out | 51.3K | 0 | -51.3K |
| MORGAN STANLEY | Increased | 118.1K | 134.1K | +16.0K |
| WESCAP Management Group, Inc. | Increased | 50.2K | 65.8K | +15.6K |
| Advisors Asset Management, Inc. | Sold Out | 14.8K | 0 | -14.8K |
| HRT FINANCIAL LP | New | 0 | 13.5K | +13.5K |
| WEDBUSH SECURITIES INC | Increased | 52.5K | 65.8K | +13.3K |
| CITADEL ADVISORS LLC | New | 0 | 10.2K | +10.2K |
| Concorde Asset Management, LLC | Sold Out | 10.0K | 0 | -10.0K |
| Cypress Wealth Services, LLC | Increased | 59.1K | 63.5K | +4.4K |
| RAYMOND JAMES FINANCIAL INC | Reduced | 60.2K | 56.5K | -3.6K |
| OSAIC HOLDINGS, INC. | Increased | 2.0K | 4.0K | +2.0K |
| EVOLVE PRIVATE WEALTH, LLC | Reduced | 23.6K | 22.0K | -1.6K |
| WELLS FARGO & COMPANY/MN | Reduced | 50.2K | 49.0K | -1.2K |
| Vanguard Capital Wealth Advisors | Reduced | 17.0K | 16.0K | -1.0K |
| Noble Wealth Management PBC | Reduced | 2.3K | 1.3K | -1.0K |
| Whipplewood Advisors, LLC | Increased | 17.9K | 18.7K | +785 |
| HIGHLINE WEALTH PARTNERS LLC | New | 0 | 600 | +600 |
| ROYAL BANK OF CANADA | Increased | 11.3K | 11.6K | +291 |
| LPL Financial LLC | Increased | 134.5K | 134.8K | +254 |
| UBS Group AG | Increased | 40.9K | 41.1K | +248 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.