EATON VANCE NATL MUN OPPORT
CUSIP 27829L105
Eaton Vance Natl Mun Opport has 46 institutional holders in Filings Flow’s 13F database, together reporting 3.53M shares worth $58M as of Q1 2026. The largest reported holders are 1607 Capital Partners, LLC, Raymond James Financial Inc, and Jones Financial Companies Lllp.
Institutional Holders
46
Q1 2026
Reported Value
$58M
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 |
|---|---|---|---|---|
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.78% | $1M | 79.4K | Q1 2026OLDER |
| 1607 Capital Partners, LLC$1.4B AUM | 0.64% | $9M | 521.2K | Q1 2026OLDER |
| ROBINSON CAPITAL MANAGEMENT, LLC$239M AUM | 0.55% | $1M | 72.9K | Q1 2026OLDER |
| Wakefield Asset Management LLLP$377M AUM | 0.31% | $1M | 69.3K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.13% | $4M | 249.2K | Q2 2026 |
| Ackerman Capital Advisors, LLC$488M AUM | 0.12% | $590,349 | 34.5K | Q1 2026OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.11% | $721,770 | 42.7K | Q1 2026OLDER |
| Catalina Capital Group, LLC$168M AUM | 0.11% | $176,747 | 10.3K | Q1 2026OLDER |
| Legacy Financial Strategies, LLC$554M AUM | 0.09% | $522,965 | 30.5K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.06% | $121,472 | 7.3K | Q4 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.05% | $6M | 350.4K | Q1 2026OLDER |
| Mechanics Financial Corp$239M AUM | 0.04% | $85,600 | 5.0K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.03% | $525,619 | 30.7K | Q1 2026OLDER |
| Elyxium Wealth, LLC$312M AUM | 0.01% | $27,814 | 1.6K | Q4 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $461,235 | 26.9K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $437,957 | 25.6K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $454,519 | 26.5K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $51,360 | 3.0K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $385,850 | 22.5K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.00% | $171,200 | 10.0K | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $34,240 | 2.0K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.00% | $1M | 58.9K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $7M | 385.6K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $7M | 410.8K | Q1 2026OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.00% | $10,477 | 612 | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $2,154 | 125.8K | Q1 2026OLDER |
| Allspring Global Investments Holdings, LLC$59.7B AUM | 0.00% | $961,921 | 56.2K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $195,303 | 11.7K | Q3 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $22,256 | 1.3K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $301,826 | 17.6K | Q2 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $196,953 | 11.5K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $82,255 | 4.8K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $454,160 | 26.5K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $9,797 | 556 | Q2 2026 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $382,889 | 22.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 120.3K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $3M | 189.3K | Q1 2026OLDER |
| TRUST CO OF TOLEDO NA /OH/$1.1B AUM | 0.00% | $3,938 | 230 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $307,064 | 17.9K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 105.9K | Q1 2026OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $10,197 | 603 | Q4 2025OLDER |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $184,742 | 10.9K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $1M | 83.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $41,125 | 2.4K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $194,860 | 11.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $660,050 | 38.6K | Q2 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $2M | 119.4K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $441,328 | 25.8K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $55,558 | 3.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $1M | 76.2K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $260,803 | 15.4K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1,720 | 100 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.