Eaton Vance California Municipal Income Trust - CEV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 134,772 | 1,417 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 134,122 | 1,410 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 120,426 | 1,266 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 84,183 | 885 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 65,750 | 692 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WESCAP Management Group, Inc. | History | No change | 65,838 | 692 | 0.13% | 0.13% | 6 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cypress Wealth Services, LLC | History | No change | 63,476 | 667 | 0.08% | 0.08% | 7 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 56,516 | 594 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atala Financial Inc | History | No change | 52,582 | 553 | 0.34% | 0.34% | 9 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 49,029 | 515 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 41,111 | 432 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 26,500 | 278 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 24,196 | 254 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 22,021 | 231 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 20,679 | 217 | 0.12% | 0.12% | 15 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Plancorp, LLC | History | No change | 20,000 | 211 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 20,000 | 210 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Whipplewood Advisors, LLC | History | No change | 18,727 | 197 | 0.13% | 0.13% | 18 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mariner, LLC | History | No change | 18,212 | 191 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 13,546 | 142 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 11,589 | 122 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 12,119 | 122 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 10,178 | 107 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 10,000 | 105 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard Capital Wealth Advisors | History | Reduced | 10,000 | 101 | 0.07% | 0.11% | 25 | -6,000 | -37.5% | Q3 2026 | Oct 15, 2026 |
| US BANCORP \DE\ | History | No change | 7,457 | 78 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,000 | 42 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO | History | No change | 2,840 | 29 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,370 | 24 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1,528 | 16 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Noble Wealth Management PBC | History | No change | 1,300 | 13 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 1,000 | 10 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 703 | 7 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 600 | 6 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |