Eaton Vance California Municipal Income Trust (CEV) — Institutional Holders, Q2 2026
34 institutional investment managers reported a CEV position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $11.9M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CEV in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- MORGAN STANLEYAdded · +16,036 sh+$168.7K
- WESCAP Management GroupAdded · +15,620 sh+$164.3K
- HRT FINANCIALNew · +13,546 sh+$142.5K
- WEDBUSH SECURITIESAdded · +13,253 sh+$139.4K
- CITADEL ADVISORSNew · +10,178 sh+$107.1K
Biggest sellers
- GUGGENHEIM CAPITALTrimmed · -84,437 sh-$888.3K
- Hennion & Walsh Asset ManagementSold out · -51,319 sh-$539.9K
- Advisors Asset ManagementSold out · -14,810 sh-$155.8K
- Concorde Asset ManagementSold out · -10,000 sh-$105.2K
- RAYMOND JAMES FINANCIALTrimmed · -3,646 sh-$38.4K
CEV 13F holders ranked 1–34 of 34
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | LPL Financial#1 · 134,772 sh | 134,772 | $1.4M | <0.01% | +0.2% |
| 2 | MORGAN STANLEY#2 · 134,122 sh | 134,122 | $1.4M | <0.01% | +13.6% |
| 3 | Rockefeller Capital Management L.P.#3 · 120,426 sh | 120,426 | $1.3M | <0.01% | 0.0% |
| 4 | GUGGENHEIM CAPITAL#4 · 84,183 sh | 84,183 | $885.6K | <0.01% | -50.1% |
| 5 | WESCAP Management Group#5 · 65,838 sh | 65,838 | $692.6K | 0.13% | +31.1% |
| 6 | WEDBUSH SECURITIES#6 · 65,750 sh | 65,750 | $692.0K | — | +25.2% |
| 7 | Cypress Wealth Services#7 · 63,476 sh | 63,476 | $667.8K | — | +7.4% |
| 8 | RAYMOND JAMES FINANCIAL#8 · 56,516 sh | 56,516 | $594.5K | <0.01% | -6.1% |
| 9 | Atala Financial#9 · 52,582 sh | 52,582 | $553.2K | — | 0.0% |
| 10 | WELLS FARGO & COMPANY#10 · 49,029 sh | 49,029 | $515.8K | <0.01% | -2.3% |
| 11 | UBS Group AG#11 · 41,111 sh | 41,111 | $432.5K | <0.01% | +0.6% |
| 12 | Stonebridge Financial Group#12 · 26,500 sh | 26,500 | $278.0K | 0.04% | — |
| 13 | Wealthspire Advisors#13 · 24,196 sh | 24,196 | $254.5K | <0.01% | 0.0% |
| 14 | EVOLVE PRIVATE WEALTH#14 · 22,021 sh | 22,021 | $231.7K | 0.01% | -6.8% |
| 15 | MELFA WEALTH MANAGEMENT#15 · 20,679 sh | 20,679 | $217.5K | 0.12% | 0.0% |
| 16 | Plancorp#16 · 20,000 sh | 20,000 | $211.4K | <0.01% | 0.0% |
| 17 | FIRST AMERICAN , FSB#17 · 20,000 sh | 20,000 | $210.4K | 0.01% | 0.0% |
| 18 | Whipplewood Advisors#18 · 18,727 sh | 18,727 | $197.0K | — | +4.4% |
| 19 | Mariner#19 · 18,212 sh | 18,212 | $191.6K | <0.01% | 0.0% |
| 20 | Vanguard Capital Wealth Advisors#20 · 16,000 sh | 16,000 | $168.3K | — | -5.9% |
| 21 | HRT FINANCIAL#21 · 13,546 sh | 13,546 | $142.0K | <0.01% | New |
| 22 | MATHER GROUP#22 · 12,119 sh | 12,119 | $127.5K | — | 0.0% |
| 23 | ROYAL BANK OF CANADA#23 · 11,589 sh | 11,589 | $122.0K | 0.00% | +2.6% |
| 24 | CITADEL ADVISORS#24 · 10,178 sh | 10,178 | $107.1K | 0.00% | New |
| 25 | Pasadena Private Wealth#25 · 10,000 sh | 10,000 | $105.2K | 0.01% | 0.0% |
| 26 | US BANCORP \DE\#26 · 7,457 sh | 7,457 | $78.4K | <0.01% | 0.0% |
| 27 | OSAIC#27 · 4,000 sh | 4,000 | $42.1K | 0.00% | +100.0% |
| 28 | WHITTIER#28 · 2,840 sh | 2,840 | $29.9K | <0.01% | 0.0% |
| 29 | HOLLENCREST SECURITIES#29 · 2,370 sh | 2,370 | $24.9K | <0.01% | 0.0% |
| 30 | BLUE BELL PRIVATE WEALTH MANAGEMENT#30 · 1,528 sh | 1,528 | $16.1K | <0.01% | 0.0% |
| 31 | Noble Wealth Management PBC#31 · 1,300 sh | 1,300 | $13.7K | — | -43.5% |
| 32 | WOLFF WIESE MAGANA#32 · 1,000 sh | 1,000 | $10.5K | — | 0.0% |
| 33 | FIFTH THIRD BANCORP#33 · 703 sh | 703 | $7.4K | 0.00% | 0.0% |
| 34 | HIGHLINE WEALTH PARTNERS#34 · 600 sh | 600 | $6.3K | — | New |
Funds that sold out of CEV in Q2 2026 (3)
Held CEV at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Hennion & Walsh Asset Management51,319 sh | 51,319 | $516.5K |
| Advisors Asset Management14,810 sh | 14,810 | $149.1K |
| Concorde Asset Management10,000 sh | 10,000 | $100.7K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.