EVNEATON VANCE MUN INCOME TR
CUSIP 27826U108 · Yahoo Finance ↗ · Google Finance ↗
Eaton Vance Mun Income Tr (EVN) has 89 institutional holders in Filings Flow’s 13F database, together reporting 8.21M shares worth $80M as of Q1 2026. The largest reported holders are Morgan Stanley, Hennion & Walsh Asset Management, Inc., and Raymond James Financial Inc.
Institutional Holders
89
Q1 2026
Reported Value
$80M
Ticker
EVN
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 | 2.38% | $4M | 398.0K | Q1 2026OLDER |
| Ramiah Investment Group$275M AUM | 1.78% | $294,849 | 28.7K | Q1 2026OLDER |
| Whipplewood Advisors, LLC$193M AUM | 0.51% | $979,383 | 94.1K | Q1 2026OLDER |
| InTrack Investment Management Inc$175M AUM | 0.35% | $618,248 | 59.4K | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.30% | $11M | 935.8K | Q2 2026 |
| Gridiron Partners, LLC$164M AUM | 0.21% | $344,935 | 33.1K | Q1 2026OLDER |
| Westview Management dba Westview Investment Advisors$192M AUM | 0.18% | $342,218 | 32.9K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 0.17% | $303,482 | 27.4K | Q3 2025OLDER |
| Coquina Private Wealth LLC$124M AUM | 0.11% | $139,859 | 13.4K | Q1 2026OLDER |
| ProVise Management Group, LLC$1.4B AUM | 0.08% | $1M | 105.3K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.07% | $8M | 816.2K | Q1 2026OLDER |
| Camelot Portfolios, LLC$135M AUM | 0.06% | $90,865 | 8.4K | Q4 2025OLDER |
| Kapstone Financial Advisors LLC$204M AUM | 0.05% | $108,160 | 10.4K | Q1 2026OLDER |
| one8zero8, LLC$449M AUM | 0.04% | $187,380 | 18.0K | Q1 2026OLDER |
| Twelve Points Wealth Management LLC$455M AUM | 0.04% | $165,581 | 15.9K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.04% | $656,360 | 61.0K | Q4 2025OLDER |
| Noble Wealth Management PBC$223M AUM | 0.03% | $65,534 | 5.8K | Q2 2026 |
| LexAurum Advisors, LLC$771M AUM | 0.03% | $195,662 | 17.7K | Q3 2025OLDER |
| WELCH & FORBES LLC$7.7B AUM | 0.03% | $2M | 205.8K | Q1 2026OLDER |
| Midway Capital Research & Management$106M AUM | 0.02% | $24,984 | 2.4K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.02% | $27,280 | 2.5K | Q4 2025OLDER |
| Abel Hall, LLC$469M AUM | 0.02% | $104,100 | 10.0K | Q1 2026OLDER |
| Compass Financial Group, INC/SD$715M AUM | 0.02% | $141,888 | 13.6K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $337,604 | 32.4K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.02% | $175,278 | 15.6K | Q2 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.02% | $111,452 | 10.4K | Q4 2025OLDER |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI$584M AUM | 0.01% | $85,675 | 8.2K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.01% | $154,703 | 14.9K | Q1 2026OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.01% | $130,125 | 12.5K | Q1 2026OLDER |
| BAR HARBOR WEALTH MANAGEMENT$1.7B AUM | 0.01% | $139,629 | 13.4K | Q1 2026OLDER |
| Capital Investment Advisors, LLC$6.8B AUM | 0.01% | $547,923 | 52.6K | Q1 2026OLDER |
| Citizens National Bank Trust Department$601M AUM | 0.01% | $46,325 | 4.5K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.01% | $458,238 | 44.0K | Q1 2026OLDER |
| DAGCO, INC.$461M AUM | 0.01% | $31,910 | 3.1K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $252,448 | 24.3K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $382,699 | 36.8K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.01% | $140,337 | 13.5K | Q2 2026 |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $382,744 | 36.8K | Q1 2026OLDER |
| SIMON QUICK ADVISORS, LLC$2.2B AUM | 0.01% | $112,126 | 10.8K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $950,870 | 91.3K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.00% | $217,119 | 20.5K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.00% | $129,428 | 12.4K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $197,790 | 19.0K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $106,703 | 10.3K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.00% | $28,134 | 2.7K | Q1 2026OLDER |
| GRIMES & Co WEALTH MANAGEMENT, LLC$3.6B AUM | 0.00% | $147,200 | 13.7K | Q4 2025OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.00% | $17,405 | 1.7K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.00% | $136,246 | 13.1K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.00% | $842,336 | 80.9K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $507,153 | 48.7K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $9M | 841.5K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $721,391 | 69.3K | Q2 2026 |
| XTX Topco Ltd$5.8B AUM | 0.00% | $149,342 | 14.3K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $163,901 | 15.7K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $164,561 | 15.8K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $223,753 | 21.5K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 164.3K | Q1 2026OLDER |
| VAN ECK ASSOCIATES CORP$133M AUM | 0.00% | $2,381 | 228.7K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $163,083 | 15.7K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $22,871 | 2.1K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $773,018 | 74.3K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $177,507 | 17.1K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $53,800 | 5.0K | Q4 2025OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $155,665 | 14.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $701,580 | 67.4K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $3,123 | 300 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $13M | 1.16M | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $781,050 | 75.0K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $454,022 | 43.6K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $137,963 | 13.3K | Q1 2026OLDER |
| Darwin Wealth Management, LLC$321M AUM | 0.00% | $2,082 | 200 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3M | 322.9K | Q2 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $4M | 404.3K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 214.3K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $113,899 | 10.3K | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $144,763 | 13.9K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $20,810 | 2.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $248,315 | 23.9K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $304,513 | 29.3K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $368,816 | 35.4K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $367,994 | 35.4K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $4M | 343.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $136,110 | 13.1K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $864,000 | 83.0K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $4,133 | 397 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $22,682 | 2.2K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $135,434 | 13.0K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $104,880 | 10.1K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $2,646 | 239 | Q3 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $431,755 | 41.5K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $34,842 | 3.3K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $6,212 | 596 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $3,110 | 289 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $72,880 | 7.0K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.00% | $135 | 13 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $135,856 | 12.6K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $8,474 | 814 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $143,398 | 13.8K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $17,336 | 1.7K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $10 | 1 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $9 | 0 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.