EATON VANCE CALIF MUN INCOM
CUSIP 27826F101
Eaton Vance Calif Mun Incom has 33 institutional holders in Filings Flow’s 13F database, together reporting 1.22M shares worth $12M as of Q1 2026. The largest reported holders are Saba Capital Management, L.P., Guggenheim Capital LLC, and Lpl Financial LLC.
Institutional Holders
33
Q1 2026
Reported Value
$12M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Atala Financial Inc$149M AUM | 0.36% | $531,078 | 52.6K | Q1 2026OLDER |
| Vanguard Capital Wealth Advisors$108M AUM | 0.16% | $171,105 | 17.0K | Q1 2026OLDER |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.12% | $208,138 | 20.7K | Q1 2026OLDER |
| WESCAP Management Group, Inc.$508M AUM | 0.10% | $505,444 | 50.2K | Q1 2026OLDER |
| Saba Capital Management, L.P.$3.6B AUM | 0.10% | $4M | 352.7K | Q3 2025OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.09% | $180,586 | 17.9K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.08% | $594,621 | 59.1K | Q1 2026OLDER |
| Almitas Capital LLC$443M AUM | 0.08% | $365,944 | 36.3K | Q3 2025OLDER |
| NAPA WEALTH MANAGEMENT$213M AUM | 0.08% | $162,369 | 16.1K | Q3 2025OLDER |
| Vivaldi Capital Management LP$723M AUM | 0.05% | $393,570 | 39.1K | Q1 2026OLDER |
| Logan Stone Capital, LLC$360M AUM | 0.05% | $114,146 | 11.3K | Q3 2025OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.05% | $100,650 | 10.0K | Q2 2026 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.02% | $516,526 | 51.3K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.01% | $100,650 | 10.0K | Q1 2026OLDER |
| FIRST AMERICAN TRUST, FSB$1.5B AUM | 0.01% | $201,300 | 20.0K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $2M | 168.6K | Q1 2026OLDER |
| EVOLVE PRIVATE WEALTH, LLC$1.9B AUM | 0.01% | $237,806 | 23.6K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $90,720 | 9.0K | Q3 2025OLDER |
| Noble Wealth Management PBC$223M AUM | 0.01% | $13,676 | 1.3K | Q2 2026 |
| Plancorp, LLC$3.5B AUM | 0.01% | $206,000 | 20.0K | Q1 2026OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.01% | $10,065 | 1.0K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.00% | $149,063 | 14.8K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $15,379 | 1.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 120.4K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $243,533 | 24.2K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $6,312 | 600 | Q2 2026 |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $121,978 | 12.1K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $23,854 | 2.4K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $110,360 | 11.0K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 134.5K | Q1 2026OLDER |
| WHITTIER TRUST CO$8.9B AUM | 0.00% | $28,116 | 2.8K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $183,299 | 18.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $605,531 | 60.2K | Q1 2026OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $142,662 | 14.2K | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $505,286 | 50.2K | Q2 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $75,055 | 7.5K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $1M | 115.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $411,286 | 40.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $20,140 | 2.0K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $7,058 | 703 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $114,000 | 11.3K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $7,076 | 703 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $5,020 | 500 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.