Vault-13

EATON VANCE CALIF MUN INCOM CEV

SH BEN INT · Closed-End Fund · CUSIP 27826F101

34 institutional holders +0 vs Q1 2026
1,133,3701.1m shares reported held*
$11.9mreported value*
3 new 9 added 6 reduced 4 sold out net sold ≈ $1.4m (-130.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $10.52.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

02040Q3 22: 22Q4 22: 23Q1 23: 28Q2 23: 26Q3 23: 29Q4 23: 30Q1 24: 29Q2 24: 31Q3 24: 31Q4 24: 34Q1 25: 33Q2 25: 35Q3 25: 35Q4 25: 33Q1 26: 34Q2 26: 3434Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202222
Q4 202223
Q1 202328
Q2 202326
Q3 202329
Q4 202330
Q1 202429
Q2 202431
Q3 202431
Q4 202434
Q1 202533
Q2 202535
Q3 202535
Q4 202533
Q1 202634
Q2 202634

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 24: 9 bought or addedQ3 24: 14 cut or sold outQ4 24: 7 bought or addedQ4 24: 16 cut or sold outQ4 24Q1 25: 13 bought or addedQ1 25: 8 cut or sold outQ2 25: 9 bought or addedQ2 25: 12 cut or sold outQ2 25Q3 25: 13 bought or addedQ3 25: 15 cut or sold outQ4 25: 13 bought or addedQ4 25: 13 cut or sold outQ4 25Q1 26: 13 bought or addedQ1 26: 11 cut or sold outQ2 26: 12 bought or addedQ2 26: 10 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024914
Q4 2024716
Q1 2025138
Q2 2025912
Q3 20251315
Q4 20251313
Q1 20261311
Q2 20261210

Biggest buyers

MORGAN STANLEY Added +16,036+16.0k
WESCAP Management Group, Inc. Added +15,620+15.6k
HRT FINANCIAL LP New +13,546+13.5k
WEDBUSH SECURITIES INC Added +13,253+13.3k
CITADEL ADVISORS LLC New +10,178+10.2k
Cypress Wealth Services, LLC Added +4,398+4.4k
OSAIC HOLDINGS, INC. Added +2,000+2.0k
Whipplewood Advisors, LLC Added +785+785
HIGHLINE WEALTH PARTNERS LLC New +600+600
ROYAL BANK OF CANADA Added +291+291

Biggest sellers

GUGGENHEIM CAPITAL LLC Reduced -84,437-84.4k
Hennion & Walsh Asset Management, Inc. Sold out -51,319-51.3k
DEBUSSY CAPITAL MANAGEMENT LP Sold out -39,103-39.1k
Advisors Asset Management, Inc. Sold out -14,810-14.8k
Concorde Asset Management, LLC Sold out -10,000-10.0k
RAYMOND JAMES FINANCIAL INC Reduced -3,646-3.6k
EVOLVE PRIVATE WEALTH, LLC Reduced -1,606-1.6k
WELLS FARGO & COMPANY/MN Reduced -1,173-1.2k
Vanguard Capital Wealth Advisors Reduced -1,000-1.0k
Noble Wealth Management PBC Reduced -1,000-1.0k

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 134,772134.8k $1.4m $1.4m 0.00% Added +254 +254
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 134,122134.1k $1.4m $1.4m 0.00% Added +16.0k +16,036
3 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 120,426120.4k $1.3m $1.3m 0.00% Unchanged
4 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 84,18384.2k $885.6k $885.6k 0.01% Reduced -84.4k -84,437
5 WESCAP Management Group, Inc. 0.13% of their portfolio Glendale, CA 65,83865.8k $692.6k $692.6k 0.13% Added +15.6k +15,620
6 WEDBUSH SECURITIES INC 0.02% of their portfolio PASADENA, CA 65,75065.8k $692.0k $692.0k 0.02% Added +13.3k +13,253
7 Cypress Wealth Services, LLC 0.08% of their portfolio PALM DESERT, CA 63,47663.5k $667.8k $667.8k 0.08% Added +4.4k +4,398
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 56,51656.5k $594.5k $594.5k 0.00% Reduced -3.6k -3,646
9 Atala Financial Inc 0.34% of their portfolio CALABASAS, CA 52,58252.6k $553.2k $553.2k 0.34% Unchanged
10 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 49,02949.0k $515.8k $515.8k 0.00% Reduced -1.2k -1,173
11 UBS Group AG 0.00% of their portfolio ZURICH, V8 41,11141.1k $432.5k $432.5k 0.00% Added +248 +248
12 Stonebridge Financial Group, LLC/CA 0.04% of their portfolio SAN RAFAEL, CA 26,50026.5k $278.0k $278.0k 0.04% First filing
13 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 24,19624.2k $254.5k $254.5k 0.00% Unchanged
14 EVOLVE PRIVATE WEALTH, LLC 0.01% of their portfolio LOS ANGELES, CA 22,02122.0k $231.7k $231.7k 0.01% Reduced -1.6k -1,606
15 MELFA WEALTH MANAGEMENT, INC. 0.12% of their portfolio WESTBOROUGH, MA 20,67920.7k $217.5k $217.5k 0.12% Unchanged
16 FIRST AMERICAN TRUST, FSB 0.01% of their portfolio SANTA ANA, CA 20,00020.0k $210.4k $210.4k 0.01% Unchanged
17 Plancorp, LLC 0.01% of their portfolio SAINT LOUIS, MO 20,00020.0k $211.4k $211.4k 0.01% Unchanged
18 Whipplewood Advisors, LLC 0.13% of their portfolio LITTLETON, CO 18,72718.7k $197.0k $197.0k 0.13% Added +785 +785
19 Mariner, LLC 0.00% of their portfolio Overland Park, KS 18,21218.2k $191.6k $191.6k 0.00% Unchanged
20 Vanguard Capital Wealth Advisors 0.11% of their portfolio DENVER, CO 16,00016.0k $168.3k $168.3k 0.11% Reduced -1.0k -1,000
21 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 13,54613.5k $142.0k $142.0k 0.00% New
22 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 12,11912.1k $127.5k $127.5k 0.00% Unchanged
23 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 11,58911.6k $122.0k $122.0k 0.00% Added +291 +291
24 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 10,17810.2k $107.1k $107.1k 0.00% New
25 Pasadena Private Wealth, LLC 0.01% of their portfolio PASADENA, CA 10,00010.0k $105.2k $105.2k 0.01% Unchanged
26 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 7,4577.5k $78.4k $78.4k 0.00% Unchanged
27 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 4,0004.0k $42.1k $42.1k 0.00% Added +2.0k +2,000
28 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 2,8402.8k $29.9k $29.9k 0.00% Unchanged
29 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 2,3702.4k $24.9k $24.9k 0.00% Unchanged
30 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 1,5281.5k $16.1k $16.1k 0.00% Unchanged
31 Noble Wealth Management PBC 0.01% of their portfolio GREENWOOD VILLAGE, CO 1,3001.3k $13.7k $13.7k 0.01% Reduced -1.0k -1,000
32 WOLFF WIESE MAGANA LLC 0.00% of their portfolio CARSLBAD, CA 1,0001.0k $10.5k $10.5k 0.00% Unchanged
33 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 703703 $7.4k $7.4k 0.00% Unchanged
34 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 600600 $6.3k $6.3k 0.00% New