XEVMXEATON VANCE CALIF MUN BD FD
CUSIP 27828A100 · Yahoo Finance ↗ · Google Finance ↗
Eaton Vance Calif Mun Bd Fd (XEVMX) has 47 institutional holders in Filings Flow’s 13F database, together reporting 4.86M shares worth $38M as of Q4 2022. The largest reported holders are Saba Capital Management, L.P., Sit Investment Associates Inc, and Icon Advisers Inc/Co.
Institutional Holders
47
Q4 2022
Reported Value
$38M
Ticker
XEVMX
Quarters Tracked
7
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ICON ADVISERS INC/CO$433M AUM | 1.52% | $7M | 731.2K | Q3 2025 |
| Saba Capital Management, L.P.$3.6B AUM | 1.18% | $43M | 4.54M | Q3 2025 |
| Almitas Capital LLC$443M AUM | 0.46% | $4M | 416.9K | Q3 2025 |
| MYECFO, LLC$239M AUM | 0.44% | $963,710 | 101.5K | Q3 2025 |
| Logan Stone Capital, LLC$360M AUM | 0.30% | $890,801 | 97.1K | Q4 2024OLDER |
| Rareview Capital LLC$171M AUM | 0.29% | $456,865 | 51.2K | Q2 2025OLDER |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.24% | $402,810 | 42.4K | Q3 2025 |
| BLUEFIN CAPITAL MANAGEMENT, LLC$156M AUM | 0.17% | $225,061 | 25.2K | Q2 2025OLDER |
| Vanguard Capital Wealth Advisors$108M AUM | 0.15% | $189,800 | 20.0K | Q3 2025 |
| Cypress Wealth Services, LLC$708M AUM | 0.13% | $664,594 | 71.7K | Q1 2025OLDER |
| Peregrine Asset Advisers, Inc.$371M AUM | 0.12% | $400,155 | 42.2K | Q3 2025 |
| ABSOLUTE INVESTMENT ADVISERS, LLC$852M AUM | 0.11% | $867,699 | 91.4K | Q3 2025 |
| Beverly Hills Private Wealth, LLC$600M AUM | 0.11% | $601,666 | 63.4K | Q3 2025 |
| Advisors Asset Management, Inc.$6.0B AUM | 0.10% | $6M | 593.3K | Q3 2025 |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.08% | $2M | 232.4K | Q3 2025 |
| Quarry LP$558M AUM | 0.07% | $320,354 | 33.8K | Q3 2025 |
| ALETHEA CAPITAL MANAGEMENT, LLC$195M AUM | 0.06% | $101,144 | 10.7K | Q3 2025 |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.06% | $749,235 | 79.0K | Q3 2025 |
| Vivaldi Capital Management LP$723M AUM | 0.06% | $423,941 | 44.7K | Q3 2025 |
| 1607 Capital Partners, LLC$1.4B AUM | 0.04% | $573,386 | 60.4K | Q3 2025 |
| MKT Advisors LLC$322M AUM | 0.04% | $106,610 | 11.1K | Q3 2025 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$1.4B AUM | 0.03% | $433,598 | 45.7K | Q3 2025 |
| Bridgewealth Advisory Group, LLC$482M AUM | 0.03% | $126,273 | 13.3K | Q3 2025 |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.02% | $3M | 354.9K | Q3 2025 |
| Madrona Financial Services, LLC$457M AUM | 0.02% | $103,385 | 10.9K | Q3 2025 |
| REGATTA CAPITAL GROUP, LLC$661M AUM | 0.02% | $101,568 | 11.0K | Q1 2025OLDER |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$976M AUM | 0.01% | $111,555 | 11.8K | Q3 2025 |
| EVOKE WEALTH, LLC$5.6B AUM | 0.01% | $561,428 | 59.2K | Q3 2025 |
| Karpus Management, Inc.$3.2B AUM | 0.01% | $196,538 | 20.7K | Q3 2025 |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.00% | $159,861 | 17.4K | Q4 2024OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $458,059 | 50.0K | Q4 2024OLDER |
| One Capital Management, LLC$3.6B AUM | 0.00% | $97,917 | 10.3K | Q3 2025 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $469,076 | 49.7K | Q4 2024OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $12,488 | 1.4K | Q2 2025OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $6,643 | 700 | Q3 2025 |
| HORIZON KINETICS ASSET MANAGEMENT LLC$9.2B AUM | 0.00% | $95,257 | 10.7K | Q2 2025OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $26,287 | 2.8K | Q3 2025 |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $525,404 | 55.4K | Q3 2025 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $14,584 | 1.5K | Q3 2025 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $156,278 | 17.5K | Q2 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $36,856 | 3.9K | Q3 2025 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $98,061 | 10.3K | Q3 2025 |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 174.7K | Q3 2025 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 201.7K | Q3 2025 |
| ALBION FINANCIAL GROUP /UT$1.5B AUM | 0.00% | $4,925 | 537 | Q4 2024OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $302,775 | 31.9K | Q3 2025 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $144,929 | 15.2K | Q3 2025 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $666,920 | 70.3K | Q3 2025 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $179,845 | 19.0K | Q3 2025 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $3M | 355.0K | Q3 2025 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $519,701 | 54.8K | Q3 2025 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $585,894 | 61.7K | Q3 2025 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $21,836 | 2.3K | Q3 2025 |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $91,700 | 10.0K | Q4 2024OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $301,425 | 33.8K | Q2 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $471,824 | 49.7K | Q3 2025 |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $3,416 | 360 | Q3 2025 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $370,000 | 40.7K | Q3 2025 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $7,720 | 800 | Q4 2024OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $271,434 | 28.6K | Q3 2025 |
| UBS Group AG$666.3B AUM | 0.00% | $106,260 | 11.2K | Q3 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $106,041 | 11.2K | Q3 2025 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.