Eaton Vance Ca Muni Inc. TRSTCEV
13F holders, Q2 2026 (June 30)34holders
3new positions
3sold out
1famous investor
$10.52avg. 13F price*
At the end of Q2 2026, 34 institutions reported holding Eaton Vance Ca Muni Inc. TRST (CEV) in their 13F filings, unchanged from Q1 2026. 3 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($1.4M), Morgan Stanley ($1.4M) and Rockefeller Capital Management L.P. ($1.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Eaton Vance Ca Muni Inc. TRST
- CUSIP
- 27826F101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $255K |
| Exits | 3 | $766K |
All 13F filers, Q1 2026 → Q2 2026: 77,209 shares bought and 168,991 shares sold, net −91,782 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 34 holders
| LPL Financial LLC | 0.00% | Add +0.2% | 134,772 | $1.4M |
| Morgan Stanley | 0.00% | Add +13.6% | 134,122 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | No change | 120,426 | $1.3M |
| Guggenheim Capital LLC | 0.01% | Reduce -50.1% | 84,183 | $886K |
| WESCAP Management Group, Inc. | 0.13% | Add +31.1% | 65,838 | $693K |
| Wedbush Securities Inc. | 0.02% | Add +25.3% | 65,750 | $692K |
| Cypress Wealth Services, LLC | 0.08% | Add +7.4% | 63,476 | $668K |
| Raymond James Financial Inc. | 0.00% | Reduce -6.1% | 56,516 | $595K |
| Atala Financial Inc | 0.34% | No change | 52,582 | $553K |
| Wells Fargo & Company | 0.00% | Reduce -2.3% | 49,029 | $516K |
| UBS Group AG | 0.00% | Add +0.6% | 41,111 | $432K |
| Stonebridge Financial Group, LLC | 0.04% | — | 26,500 | $278K |
| Wealthspire Advisors, LLC | 0.00% | No change | 24,196 | $255K |
| Evolve Private Wealth, LLC | 0.01% | Reduce -6.8% | 22,021 | $232K |
| Melfa Wealth Management, Inc. | 0.12% | No change | 20,679 | $218K |
| Plancorp, LLC | 0.01% | No change | 20,000 | $211K |
| First American Trust, FSB | 0.01% | No change | 20,000 | $210K |
| Whipplewood Advisors, LLC | 0.13% | Add +4.4% | 18,727 | $197K |
| Mariner, LLC | 0.00% | No change | 18,212 | $192K |
| Vanguard Capital Wealth Advisors | 0.11% | Reduce -5.9% | 16,000 | $168K |
| HRT Financial LP | 0.00% | New | 13,546 | $142K |
| Mather Group, Llc. | 0.00% | No change | 12,119 | $127K |
| Royal Bank of Canada | 0.00% | Add +2.6% | 11,589 | $122K |
| Citadel Advisors | 0.00% | New | 10,178 | $107K |
| Pasadena Private Wealth, LLC | 0.01% | No change | 10,000 | $105K |
| US Bancorp \de | 0.00% | No change | 7,457 | $78K |
| Osaic Holdings, Inc. | 0.00% | Add +100.0% | 4,000 | $42K |
| Whittier Trust Co. | 0.00% | No change | 2,840 | $30K |
| Hollencrest Capital Management | 0.00% | No change | 2,370 | $25K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 1,528 | $16K |
| Noble Wealth Management PBC | 0.01% | Reduce -43.5% | 1,300 | $14K |
| Wolff Wiese Magana LLC | 0.00% | No change | 1,000 | $11K |
| Fifth Third Bancorp | 0.00% | No change | 703 | $7K |
| Highline Wealth Partners LLC | 0.00% | New | 600 | $6K |
"% of holder's portfolio" is CEV's weight in each manager's 13F, not the share of Eaton Vance Ca Muni Inc. TRST the manager owns.