EATON VANCE CA MUNI INC TRST (CEV) Top Institutional Shareholders
EATON VANCE CA MUNI INC TRST (CEV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $11.84M in CEV holdings during the latest filing period.
Guggenheim Capital Llc is currently the largest disclosed institutional shareholder of CEV tracked by InsiderSet, reporting ownership valued at approximately $1.70M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.74M, representing an estimated gain of +2.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed CEV value among the investors covered in this analysis. Major shareholders include Guggenheim Capital Llc, Lpl Financial Llc, Rockefeller Capital Management L.P., and several other long-term asset managers with concentrated positions in EATON VANCE CA MUNI INC TRST (CEV).
This page ranks the largest institutional CEV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
33
Total Reported Value
$11.84M
Largest Holder
Guggenheim Capital Llc
Largest Position
$1.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Guggenheim Capital Llc | 0.01% | 168,620 | $1,698,003 | $1,741,845 | +$43,842 | +2.58% | |
| Lpl Financial Llc | 0.00% | 134,518 | $1,353,920 | $1,389,571 | +$35,651 | +2.63% | |
| Rockefeller Capital Management L.P. | 0.00% | 120,426 | $1,212,088 | $1,244,001 | +$31,913 | +2.63% | |
| Morgan Stanley | 0.00% | 118,086 | $1,188,536 | $1,219,828 | +$31,292 | +2.63% | |
| Raymond James Financial Inc | 0.00% | 60,162 | $605,531 | $621,473 | +$15,942 | +2.63% | |
| Cypress Wealth Services, Llc | 0.08% | 59,078 | $594,621 | $610,276 | +$15,655 | +2.63% | |
| Atala Financial Inc | 0.36% | 52,582 | $531,078 | $543,172 | +$12,094 | +2.28% | |
| Hennion & Walsh Asset Management, Inc. | 0.02% | 51,319 | $516,526 | $530,125 | +$13,599 | +2.63% | |
| Wescap Management Group, Inc. | 0.10% | 50,218 | $505,444 | $518,752 | +$13,308 | +2.63% | |
| Wells Fargo & Company/Mn | 0.00% | 50,202 | $505,286 | $518,587 | +$13,301 | +2.63% | |
| Ubs Group Ag | 0.00% | 40,863 | $411,286 | $422,115 | +$10,829 | +2.63% | |
| Vivaldi Capital Management Lp | 0.05% | 39,103 | $393,570 | $403,934 | +$10,364 | +2.63% | |
| Wealthspire Advisors, Llc | 0.00% | 24,196 | $243,533 | $249,945 | +$6,412 | +2.63% | |
| Evolve Private Wealth, Llc | 0.01% | 23,627 | $237,806 | $244,067 | +$6,261 | +2.63% | |
| Melfa Wealth Management, Inc. | 0.12% | 20,679 | $208,138 | $213,614 | +$5,476 | +2.63% | |
| Plancorp, Llc | 0.01% | 20,000 | $206,000 | $206,600 | +$600 | +0.29% | |
| First American Trust, Fsb | 0.01% | 20,000 | $201,300 | $206,600 | +$5,300 | +2.63% | |
| Mariner, Llc | 0.00% | 18,212 | $183,299 | $188,130 | +$4,831 | +2.64% | |
| Whipplewood Advisors, Llc | 0.09% | 17,942 | $180,586 | $185,341 | +$4,755 | +2.63% | |
| Vanguard Capital Wealth Advisors | 0.16% | 17,000 | $171,105 | $175,610 | +$4,505 | +2.63% | |
| Advisors Asset Management, Inc. | 0.00% | 14,810 | $149,063 | $152,987 | +$3,924 | +2.63% | |
| Mather Group, Llc. | 0.00% | 12,119 | $121,978 | $125,189 | +$3,211 | +2.63% | |
| Royal Bank Of Canada | 0.00% | 11,298 | $114,000 | $116,708 | +$2,708 | +2.38% | |
| Pasadena Private Wealth, Llc | 0.01% | 10,000 | $100,650 | $103,300 | +$2,650 | +2.63% | |
| Us Bancorp \De\ | 0.00% | 7,457 | $75,055 | $77,031 | +$1,976 | +2.63% | |
| Whittier Trust Co | 0.00% | 2,840 | $28,116 | $29,337 | +$1,221 | +4.34% | |
| Hollencrest Capital Management | 0.00% | 2,370 | $23,854 | $24,482 | +$628 | +2.63% | |
| Noble Wealth Management Pbc | 0.01% | 2,300 | $23,150 | $23,759 | +$609 | +2.63% | |
| Osaic Holdings, Inc. | 0.00% | 2,000 | $20,140 | $20,660 | +$520 | +2.58% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 1,528 | $15,379 | $15,784 | +$405 | +2.64% | |
| Wolff Wiese Magana Llc | 0.01% | 1,000 | $10,065 | $10,330 | +$265 | +2.63% | |
| Fifth Third Bancorp | 0.00% | 703 | $7,076 | $7,262 | +$186 | +2.63% | |
| Wedbush Securities Inc | 0.02% | 52,497 | $528 | $542,294 | +$541,766 | +102607.20% |
Frequently asked questions about CEV
Who owns the most CEV stock?
The largest holders of CEV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for EATON VANCE CA MUNI INC TRST (CEV).
Is CEV widely held by superinvestors?
Many widely followed stocks like CEV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CEV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.