Who owns Eaton Vance California Municipal Income Trust?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CEV from SEC Form 13F filings across 35 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 35 institutions disclosed 1.1M shares of Eaton Vance California Municipal Income Trust worth $10.8M — about 16.1% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
35
13F holders
$10.8M
value, 2026 filers
16.1%
of shares outstanding (1.1M sh)
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CEV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 134,772 | $1.4M | 0.0% | 1.9% | +0.2% |
| 2 | MORGAN STANLEY | 134,122 | $1.4M | 0.0% | 1.9% | +13.6% |
| 3 | Rockefeller Capital Management L.P. | 120,426 | $1.3M | 0.0% | 1.7% | 0.0% |
| 4 | GUGGENHEIM CAPITAL LLC | 84,183 | $885,606 | 0.0% | 1.2% | -50.1% |
| 5 | WESCAP Management Group, Inc. | 65,838 | $692,616 | 0.1% | 0.9% | +31.1% |
| 6 | WEDBUSH SECURITIES INC | 65,750 | $692 | 0.0% | 0.9% | +25.2% |
| 7 | Cypress Wealth Services, LLC | 63,476 | $667,769 | 0.1% | 0.9% | +7.4% |
| 8 | RAYMOND JAMES FINANCIAL INC | 56,516 | $594,548 | 0.0% | 0.8% | -6.1% |
| 9 | Atala Financial Inc | 52,582 | $553,163 | 0.3% | 0.7% | 0.0% |
| 10 | WELLS FARGO & COMPANY/MN | 49,029 | $515,784 | 0.0% | 0.7% | -2.3% |
| 11 | UBS Group AG | 41,111 | $432,488 | 0.0% | 0.6% | +0.6% |
| 12 | Stonebridge Financial Group, LLC/CANEW | 26,500 | $278 | 0.0% | 0.4% | new |
| 13 | Wealthspire Advisors, LLC | 24,196 | $254,542 | 0.0% | 0.3% | 0.0% |
| 14 | EVOLVE PRIVATE WEALTH, LLC | 22,021 | $231,661 | 0.0% | 0.3% | -6.8% |
| 15 | MELFA WEALTH MANAGEMENT, INC. | 20,679 | $217,547 | 0.1% | 0.3% | 0.0% |
| 16 | Plancorp, LLC | 20,000 | $211,400 | 0.0% | 0.3% | 0.0% |
| 17 | FIRST AMERICAN TRUST, FSB | 20,000 | $210,400 | 0.0% | 0.3% | 0.0% |
| 18 | Whipplewood Advisors, LLC | 18,727 | $197,008 | 0.1% | 0.3% | +4.4% |
| 19 | Mariner, LLC | 18,212 | $191,585 | 0.0% | 0.3% | 0.0% |
| 20 | Vanguard Capital Wealth Advisors | 16,000 | $168,320 | 0.1% | 0.2% | -5.9% |
| 21 | HRT FINANCIAL LPNEW | 13,546 | $142 | 0.0% | 0.2% | new |
| 22 | MATHER GROUP, LLC. | 12,119 | $127,492 | 0.0% | 0.2% | 0.0% |
| 23 | ROYAL BANK OF CANADA | 11,589 | $122,000 | 0.0% | 0.2% | +2.6% |
| 24 | CITADEL ADVISORS LLCNEW | 10,178 | $107,073 | 0.0% | 0.1% | new |
| 25 | Pasadena Private Wealth, LLC | 10,000 | $105,200 | 0.0% | 0.1% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.