EATON VANCE NATIONAL MUNICIP (EOT) Institutional Shareholders
EATON VANCE NATIONAL MUNICIP (EOT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $58.41M in EOT holdings during the latest filing period.
1607 Capital Partners, Llc is currently the largest disclosed institutional shareholder of EOT tracked by InsiderSet, reporting ownership valued at approximately $8.92M 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 $9.01M, representing an estimated gain of +0.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed EOT value among the investors covered in this analysis. Major shareholders include 1607 Capital Partners, Llc, Raymond James Financial Inc, 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
48
Total Reported Value
$58.41M
Largest Holder
1607 Capital Partners, Llc
Largest Position
$8.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| 1607 Capital Partners, Llc | 0.64% | 521,162 | $8,922,293 | $9,010,891 | +$88,598 | +0.99% | |
| Raymond James Financial Inc | 0.00% | 410,818 | $7,033,211 | $7,103,043 | +$69,832 | +0.99% | |
| Jones Financial Companies Lllp | 0.00% | 385,600 | $6,520,492 | $6,667,024 | +$146,532 | +2.25% | |
| Guggenheim Capital Llc | 0.05% | 350,450 | $5,999,704 | $6,059,281 | +$59,577 | +0.99% | |
| Hennion & Walsh Asset Management, Inc. | 0.13% | 249,178 | $4,390,516 | $4,308,288 | -$82,228 | -1.87% | |
| Ubs Group Ag | 0.00% | 189,308 | $3,240,953 | $3,273,135 | +$32,182 | +0.99% | |
| Morgan Stanley | 0.00% | 122,288 | $2,093,581 | $2,114,360 | +$20,779 | +0.99% | |
| Lpl Financial Llc | 0.00% | 120,308 | $2,059,681 | $2,080,125 | +$20,444 | +0.99% | |
| Royal Bank Of Canada | 0.00% | 105,931 | $1,814,000 | $1,831,547 | +$17,547 | +0.97% | |
| Invesco Ltd. | 0.00% | 83,382 | $1,427,500 | $1,441,675 | +$14,175 | +0.99% | |
| Robinson Capital Management, Llc | 0.59% | 72,861 | $1,320,241 | $1,259,767 | -$60,474 | -4.58% | |
| Melfa Wealth Management, Inc. | 0.70% | 74,197 | $1,307,347 | $1,282,866 | -$24,481 | -1.87% | |
| Bank Of America Corp | 0.00% | 76,239 | $1,305,219 | $1,318,172 | +$12,953 | +0.99% | |
| Wakefield Asset Management Lllp | 0.31% | 69,341 | $1,187,118 | $1,198,906 | +$11,788 | +0.99% | |
| Fiera Capital Corp | 0.00% | 58,904 | $1,008,436 | $1,018,450 | +$10,014 | +0.99% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 56,187 | $961,921 | $971,473 | +$9,552 | +0.99% | |
| Formidable Asset Management, Llc | 0.11% | 41,183 | $705,053 | $712,054 | +$7,001 | +0.99% | |
| Wells Fargo & Company/Mn | 0.00% | 38,555 | $660,050 | $666,616 | +$6,566 | +0.99% | |
| Regal Investment Advisors Llc | 0.03% | 30,702 | $525,619 | $530,838 | +$5,219 | +0.99% | |
| Ackerman Capital Advisors, Llc | 0.10% | 29,513 | $520,019 | $510,280 | -$9,739 | -1.87% | |
| Legacy Financial Strategies, Llc | 0.08% | 27,684 | $487,792 | $478,656 | -$9,136 | -1.87% | |
| Commonwealth Equity Services, Llc | 0.00% | 26,758 | $471,480 | $462,646 | -$8,834 | -1.87% | |
| Concurrent Investment Advisors, Llc | 0.00% | 26,549 | $467,793 | $459,032 | -$8,761 | -1.87% | |
| World Investment Advisors | 0.01% | 26,941 | $461,235 | $465,810 | +$4,575 | +0.99% | |
| Ameriprise Financial Inc | 0.00% | 25,778 | $441,328 | $445,702 | +$4,374 | +0.99% | |
| Summit Trail Advisors, Llc | 0.01% | 25,582 | $437,957 | $442,313 | +$4,356 | +0.99% | |
| Benjamin Edwards Inc | 0.00% | 22,538 | $397,119 | $389,682 | -$7,437 | -1.87% | |
| Baird Financial Group, Inc. | 0.00% | 22,365 | $382,889 | $386,691 | +$3,802 | +0.99% | |
| Hightower Advisors, Llc | 0.00% | 17,936 | $307,064 | $310,113 | +$3,049 | +0.99% | |
| Keudell/Morrison Wealth Management | 0.04% | 12,459 | $219,534 | $215,416 | -$4,118 | -1.88% | |
| Closed-End Fund Advisors, Inc. | 0.20% | 11,837 | $208,568 | $204,662 | -$3,906 | -1.87% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 11,504 | $196,953 | $198,904 | +$1,951 | +0.99% | |
| Creative Planning | 0.00% | 11,382 | $194,860 | $196,795 | +$1,935 | +0.99% | |
| Catalina Capital Group, Llc | 0.11% | 10,324 | $176,747 | $178,502 | +$1,755 | +0.99% | |
| Mutual Advisors, Llc | 0.00% | 10,000 | $171,200 | $172,900 | +$1,700 | +0.99% | |
| Mechanics Financial Corp | 0.04% | 5,000 | $85,600 | $86,450 | +$850 | +0.99% | |
| Farther Finance Advisors, Llc | 0.00% | 4,830 | $85,105 | $83,511 | -$1,594 | -1.87% | |
| Rockefeller Capital Management L.P. | 0.00% | 3,245 | $55,558 | $56,106 | +$548 | +0.99% | |
| Private Trust Co Na | 0.00% | 3,000 | $52,860 | $51,870 | -$990 | -1.87% | |
| Center For Financial Planning, Inc. | 0.00% | 2,000 | $35,240 | $34,580 | -$660 | -1.87% | |
| Rothschild Investment Llc | 0.00% | 1,300 | $22,256 | $22,477 | +$221 | +0.99% | |
| Newedge Advisors, Llc | 0.00% | 17,630 | $17,630 | $304,823 | +$287,193 | +1629.00% | |
| Institute For Wealth Management, Llc. | 0.00% | 600 | $10,572 | $10,374 | -$198 | -1.87% | |
| Beaird Harris Wealth Management, Llc | 0.00% | 556 | $9,797 | $9,613 | -$184 | -1.88% | |
| Trust Co Of Toledo Na | 0.00% | 230 | $4,053 | $3,977 | -$76 | -1.88% | |
| Van Eck Associates Corp | 0.00% | 125,812 | $2,154 | $2,175,289 | +$2,173,135 | +100888.37% | |
| Osaic Holdings, Inc. | 0.00% | 100 | $1,720 | $1,729 | +$9 | +0.52% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 11,089 | $195 | $191,729 | +$191,534 | +98222.47% |
Frequently asked questions about EOT
Who owns the most EOT stock?
The largest holders of EOT 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 NATIONAL MUNICIP (EOT).
Is EOT widely held by superinvestors?
Many widely followed stocks like EOT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EOT 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.