EOT Institutional Ownership & Shareholders
EATON VANCE NATIONAL MUNICIP (EOT) is currently held by 52 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $62.21M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of EOT tracked by InsiderSet, reporting ownership valued at approximately $7.45M in its June 30, 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 $6.72M, representing an estimated loss of -9.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed EOT value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, 1607 Capital Partners, Llc, Jones Financial Companies Lllp, and several other long-term asset managers with concentrated positions in EATON VANCE NATIONAL MUNICIP (EOT).
This page ranks the largest institutional EOT 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
52
Total Reported Value
$62.21M
Largest Holder
Raymond James Financial Inc
Largest Position
$7.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
62
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.00% | 422,877 | $7,451,093 | $6,719,516 | -$731,577 | -9.82% | |
| 1607 Capital Partners, Llc | 0.65% | 422,771 | $7,449,225 | $6,717,831 | -$731,394 | -9.82% | |
| Jones Financial Companies Lllp | 0.00% | 394,764 | $6,975,477 | $6,272,800 | -$702,677 | -10.07% | |
| Guggenheim Capital Llc | 0.03% | 277,266 | $4,885,427 | $4,405,757 | -$479,670 | -9.82% | |
| Hennion & Walsh Asset Management, Inc. | 0.14% | 317,759 | $4,880,778 | $5,049,191 | +$168,413 | +3.45% | |
| Ubs Group Ag | 0.00% | 190,620 | $3,358,724 | $3,028,952 | -$329,772 | -9.82% | |
| Lpl Financial Llc | 0.00% | 133,465 | $2,351,651 | $2,120,759 | -$230,892 | -9.82% | |
| Van Eck Associates Corp | 0.00% | 130,733 | $2,303,515 | $2,077,347 | -$226,168 | -9.82% | |
| Morgan Stanley | 0.00% | 129,438 | $2,280,698 | $2,056,770 | -$223,928 | -9.82% | |
| Robinson Capital Management, Llc | 0.88% | 108,458 | $1,986,951 | $1,723,398 | -$263,553 | -13.26% | |
| Royal Bank Of Canada | 0.00% | 98,914 | $1,743,000 | $1,571,743 | -$171,257 | -9.83% | |
| Wakefield Asset Management Lllp | 0.38% | 95,845 | $1,688,789 | $1,522,977 | -$165,812 | -9.82% | |
| Invesco Ltd. | 0.00% | 82,647 | $1,456,240 | $1,313,261 | -$142,979 | -9.82% | |
| Melfa Wealth Management, Inc. | 0.70% | 74,197 | $1,307,347 | $1,178,990 | -$128,357 | -9.82% | |
| Bank Of America Corp | 0.00% | 71,238 | $1,255,209 | $1,131,972 | -$123,237 | -9.82% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 56,187 | $990,015 | $892,811 | -$97,204 | -9.82% | |
| Fiera Capital Corp | 0.00% | 56,143 | $989,240 | $892,112 | -$97,128 | -9.82% | |
| Ameriprise Financial Inc | 0.00% | 41,220 | $726,305 | $654,986 | -$71,319 | -9.82% | |
| Formidable Asset Management, Llc | 0.11% | 41,183 | $705,053 | $654,398 | -$50,655 | -7.18% | |
| Wells Fargo & Company/Mn | 0.00% | 29,000 | $510,974 | $460,810 | -$50,164 | -9.82% | |
| Regal Investment Advisors Llc | 0.03% | 28,531 | $502,717 | $453,358 | -$49,359 | -9.82% | |
| Ackerman Capital Advisors, Llc | 0.10% | 32,185 | $494,362 | $511,420 | +$17,058 | +3.45% | |
| Baird Financial Group, Inc. | 0.00% | 27,868 | $491,034 | $442,823 | -$48,211 | -9.82% | |
| World Investment Advisors | 0.01% | 26,941 | $461,235 | $428,092 | -$33,143 | -7.19% | |
| Summit Trail Advisors, Llc | 0.01% | 24,260 | $427,468 | $385,491 | -$41,977 | -9.82% | |
| Legacy Financial Strategies, Llc | 0.07% | 27,684 | $425,226 | $439,899 | +$14,673 | +3.45% | |
| Commonwealth Equity Services, Llc | 0.00% | 26,758 | $411,000 | $425,185 | +$14,185 | +3.45% | |
| Concurrent Investment Advisors, Llc | 0.00% | 26,549 | $407,793 | $421,864 | +$14,071 | +3.45% | |
| Benjamin Edwards Inc | 0.00% | 22,538 | $397,119 | $358,129 | -$38,990 | -9.82% | |
| Newedge Advisors, Llc | 0.00% | 20,630 | $363,501 | $327,811 | -$35,690 | -9.82% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 19,025 | $335,225 | $302,307 | -$32,918 | -9.82% | |
| Hrt Financial Lp | 0.00% | 13,534 | $238,000 | $215,055 | -$22,945 | -9.64% | |
| Osaic Holdings, Inc. | 0.00% | 12,331 | $217,284 | $195,940 | -$21,344 | -9.82% | |
| Closed-End Fund Advisors, Inc. | 0.20% | 11,837 | $208,568 | $188,090 | -$20,478 | -9.82% | |
| Rivernorth Capital Management, Llc | 0.01% | 11,504 | $202,700 | $182,799 | -$19,901 | -9.82% | |
| Wolverine Asset Management Llc | 0.00% | 12,179 | $187,069 | $193,524 | +$6,455 | +3.45% | |
| Catalina Capital Group, Llc | 0.11% | 10,324 | $176,747 | $164,048 | -$12,699 | -7.18% | |
| Mutual Advisors, Llc | 0.00% | 10,000 | $176,200 | $158,900 | -$17,300 | -9.82% | |
| Creative Planning | 0.00% | 11,382 | $174,828 | $180,860 | +$6,032 | +3.45% | |
| Keudell/Morrison Wealth Management | 0.03% | 10,263 | $157,642 | $163,079 | +$5,437 | +3.45% | |
| Ancora Advisors Llc | 0.00% | 7,670 | $135,145 | $121,876 | -$13,269 | -9.82% | |
| Mechanics Financial Corp | 0.03% | 5,000 | $88,100 | $79,450 | -$8,650 | -9.82% | |
| Farther Finance Advisors, Llc | 0.00% | 4,830 | $74,189 | $76,749 | +$2,560 | +3.45% | |
| Rockefeller Capital Management L.P. | 0.00% | 3,245 | $57,181 | $51,563 | -$5,618 | -9.82% | |
| Center For Financial Planning, Inc. | 0.00% | 2,000 | $30,720 | $31,780 | +$1,060 | +3.45% | |
| Rothschild Investment Llc | 0.00% | 1,300 | $22,906 | $20,657 | -$2,249 | -9.82% | |
| Clear Street Group Inc. | 0.00% | 813 | $14,325 | $12,919 | -$1,406 | -9.82% | |
| Ascentis Wealth Management, Llc | 0.00% | 612 | $10,783 | $9,725 | -$1,058 | -9.81% | |
| Institute For Wealth Management, Llc. | 0.00% | 600 | $10,572 | $9,534 | -$1,038 | -9.82% | |
| Beaird Harris Wealth Management, Llc | 0.00% | 556 | $9,797 | $8,835 | -$962 | -9.82% |
Frequently asked questions about EOT
Who are the largest institutional holders of EOT?
The largest institutional holders of EOT reported in the latest SEC Form 13F filings include Raymond James Financial Inc, 1607 Capital Partners, Llc, Jones Financial Companies Lllp, Guggenheim Capital Llc, and Hennion & Walsh Asset Management, Inc.. InsiderSet ranks institutional holders by their latest reported EOT position.
What is EOT institutional ownership?
This page tracks EOT positions reported by institutional investment managers through SEC Form 13F. EATON VANCE NATIONAL MUNICIP (EOT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EOT?
InsiderSet currently tracks 52 institutional managers reporting EOT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EOT shareholders.
How much EOT stock do institutions own?
Institutional investment managers disclosed approximately $62.21M in EOT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EOT institutional ownership last updated?
The latest EOT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EOT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EOT position after the reporting date.
Are institutions buying or selling EOT?
Institutional buying and selling can be analyzed by comparing EOT positions across consecutive 13F reporting periods. InsiderSet's EOT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EOT ownership changes.
How has EOT institutional ownership changed over time?
InsiderSet tracks EOT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.