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Eaton Vance CAL Muni Bond (XEVMX)

Q2 2025 vs Q3 2025

Comparing institutional holders between quarters

Quarters

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Saba Capital Management, L.P.A
UNCHANGED
Shares4,544,380 from 4,544,380
Change0 (0%)
Value$43.1M (+$2.6M)
Filed 2025-11-14
SIT Investment Associates Inc
INCREASED
Shares4,084,175 from 3,880,632
Change+203,543 (+5%)
Value$38.8K (+$4.1K)
Filed 2025-11-13
Icon Advisers Inc
INCREASED
Shares731,215 from 533,734
Change+197,481 (+37%)
Value$6.9M (+$2.2M)
Filed 2025-11-17
Advisors Asset Management, Inc.
INCREASED
Shares593,337 from 503,557
Change+89,780 (+18%)
Value$5.6M (+$1.1M)
Filed 2026-08-26
Morgan Stanley
INCREASED
Shares354,954 from 214,226
Change+140,728 (+66%)
Value$3.4M (+$1.5M)
Filed 2026-05-27
Guggenheim Capital LLC
DECREASED
Shares354,858 from 404,279
Change-49,421 (-12%)
Value$3.4M (-$238.6K)
Filed 2025-11-13
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares232,392 from 251,926
Change-19,534 (-8%)
Value$2.2M (-$41.8K)
Filed 2025-10-22
Almitas Capital LLC
NEW
Shares208,466
Change+208,466
Value$2.0M
Filed 2025-11-17
Wells Fargo & Company
DECREASED
Shares201,699 from 224,256
Change-22,557 (-10%)
Value$1.9M (-$86.2K)
Filed 2025-11-13
LPL Financial LLC
INCREASED
Shares174,712 from 157,175
Change+17,537 (+11%)
Value$1.7M (+$256.0K)
Filed 2025-11-12
Royal Bank of Canada
INCREASED
Shares114,798 from 20,198
Change+94,600 (+468%)
Value$1.1M (+$909.0K)
Filed 2025-11-14
Myecfo, LLC
DECREASED
Shares101,550 from 106,450
Change-4,900 (-5%)
Value$963.7K (+$14.2K)
Filed 2025-10-10
Absolute Investment Advisers, LLC
DECREASED
Shares91,433 from 104,332
Change-12,899 (-12%)
Value$867.7K (-$62.9K)
Filed 2025-10-20
Perennial Investment Advisors, LLC
UNCHANGED
Shares78,950 from 78,950
Change0 (0%)
Value$749.2K (+$45.0K)
Filed 2025-11-12
Raymond James Financial Inc
INCREASED
Shares70,276 from 68,788
Change+1,488 (+2%)
Value$666.9K (+$53.3K)
Filed 2025-11-14
Beverly Hills Private Wealth, LLC
NEW
Shares63,400
Change+63,400
Value$601.7K
Filed 2025-11-10
Ameriprise Financial Inc
INCREASED
Shares61,738 from 61,323
Change+415 (+1%)
Value$585.9K (+$38.9K)
Filed 2025-11-14
Campbell Capital Management Inc
UNCHANGED
Shares61,169 from 61,169
Change0 (0%)
Value$580.5K (+$34.9K)
Filed 2025-11-19
1607 Capital Partners, LLC
DECREASED
Shares60,420 from 71,153
Change-10,733 (-15%)
Value$573.4K (-$61.3K)
Filed 2025-11-14
Evoke Wealth, LLC
UNCHANGED
Shares59,160 from 59,160
Change0 (0%)
Value$561.4K (+$33.7K)
Filed 2025-11-14
Baird Financial Group, Inc.
INCREASED
Shares55,364 from 55,079
Change+285 (+1%)
Value$525.4K (+$34.1K)
Filed 2025-11-13
Envestnet Asset Management Inc
INCREASED
Shares54,763 from 52,432
Change+2,331 (+4%)
Value$519.7K (+$52.0K)
Filed 2025-11-05
Citadel Advisors LLC
NEW
Shares49,718
Change+49,718
Value$471.8K
Filed 2025-11-14
City of London Investment Management Co LTD
DECREASED
Shares45,690 from 138,683
Change-92,993 (-67%)
Value$433.6K (-$803.5K)
Filed 2025-11-14
Debussy Capital Management LP
INCREASED
Shares44,672 from 44,644
Change+28 (+0%)
Value$423.9K (+$25.7K)
Filed 2025-11-17
Melfa Wealth Management, Inc.
UNCHANGED
Shares42,446 from 42,446
Change0 (0%)
Value$402.8K (+$24.2K)
Filed 2025-10-28
Peregrine Asset Advisers, Inc.
NEW
Shares42,166
Change+42,166
Value$400.2K
Filed 2025-11-04
Quarry LP
DECREASED
Shares33,757 from 40,657
Change-6,900 (-17%)
Value$320.4K (-$42.3K)
Filed 2025-11-14
Stifel Financial Corp
INCREASED
Shares31,905 from 31,005
Change+900 (+3%)
Value$302.8K (+$26.2K)
Filed 2025-11-12
Bank of America Corp
DECREASED
Shares28,602 from 30,868
Change-2,266 (-7%)
Value$271.4K (-$3.9K)
Filed 2026-02-03
Sanctuary Advisors, LLC
INCREASED
Shares26,700 from 26,511
Change+189 (+1%)
Value$253.4K (+$16.9K)
Filed 2026-01-13
Karpus Management, Inc.
NEW
Shares20,710
Change+20,710
Value$196.5K
Filed 2025-11-14
Vanguard Capital Wealth Advisors
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$189.8K (+$11.4K)
Filed 2025-10-30
HighTower Advisors, LLC
UNCHANGED
Shares18,951 from 18,951
Change0 (0%)
Value$179.8K (+$10.8K)
Filed 2025-11-07
North Ground Capital
NEW
Shares17,623
Change+17,623
Value$167.2K
Filed 2025-10-29
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares15,152 from 15,152
Change0 (0%)
Value$144.9K (+$8.4K)
Filed 2025-10-29
Wedbush Securities Inc
INCREASED
Shares15,125 from 12,125
Change+3,000 (+25%)
Value$144 (+$36)
Filed 2025-11-06
Virtu Financial LLC
NEW
Shares13,783
Change+13,783
Value$131
Filed 2025-11-14
Bridgewealth Advisory Group, LLC
INCREASED
Shares13,306 from 13,149
Change+157 (+1%)
Value$126.3K (+$9.0K)
Filed 2025-10-23
Dymon Asia Capital (Singapore) Pte. Ltd.
UNCHANGED
Shares11,755 from 11,755
Change0 (0%)
Value$111.6K (+$6.7K)
Filed 2025-11-13
UBS Group AG
DECREASED
Shares11,197 from 94,327
Change-83,130 (-88%)
Value$106.3K (-$735.1K)
Filed 2025-11-13
Susquehanna International Group, LLP
DECREASED
Shares11,174 from 13,296
Change-2,122 (-16%)
Value$106.0K (-$12.6K)
Filed 2025-11-14
MKT Advisors LLC
DECREASED
Shares11,105 from 11,605
Change-500 (-4%)
Value$106.6K (+$3.4K)
Filed 2025-10-17
Madrona Financial Services, LLC
INCREASED
Shares10,894 from 10,745
Change+149 (+1%)
Value$103.4K (+$7.5K)
Filed 2025-10-22
Alethea Capital Management, LLC
UNCHANGED
Shares10,658 from 10,658
Change0 (0%)
Value$101.1K (+$6.1K)
Filed 2025-11-14
Wealthspire Advisors, LLC
UNCHANGED
Shares10,333 from 10,333
Change0 (0%)
Value$98.1K (+$5.9K)
Filed 2025-11-14
One Capital Management, LLC
UNCHANGED
Shares10,318 from 10,318
Change0 (0%)
Value$97.9K (+$5.9K)
Filed 2025-11-14
Advisory Services Network, LLC
NEW
Shares3,884
Change+3,884
Value$36.9K
Filed 2025-11-18
Hollencrest Capital Management
UNCHANGED
Shares2,770 from 2,770
Change0 (0%)
Value$26.3K (+$1.6K)
Filed 2025-11-03
Steward Partners Investment Advisory, LLC
UNCHANGED
Shares2,301 from 2,301
Change0 (0%)
Value$21.8K (+$1.3K)
Filed 2025-11-12
Rothschild Investment LLC
INCREASED
Shares1,537 from 1,516
Change+21 (+1%)
Value$14.6K (+$1.1K)
Filed 2025-11-07
Highline Wealth Partners LLC
NEW
Shares700
Change+700
Value$6.6K
Filed 2025-10-14
Parallel Advisors, LLC
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$3.4K (+$205)
Filed 2025-11-13
Rareview Capital LLC
CLOSED
Shares0 from 51,218
Change-51,218 (-100%)
Value$0 (-$456.9K)
Filed 2025-11-14
Deutsche Bank Ag\
CLOSED
Shares0 from 33,792
Change-33,792 (-100%)
Value$0 (-$301.4K)
Filed 2025-11-13
Bluefin Capital Management, LLC
CLOSED
Shares0 from 25,231
Change-25,231 (-100%)
Value$0 (-$225.1K)
Filed 2026-04-29
NewEdge Advisors, LLC
CLOSED
Shares0 from 17,520
Change-17,520 (-100%)
Value$0 (-$156.3K)
Filed 2025-11-17
Horizon Kinetics Asset Management LLC
CLOSED
Shares0 from 10,679
Change-10,679 (-100%)
Value$0 (-$95.3K)
Filed 2025-11-14
Blue Bell Private Wealth Management, LLC
CLOSED
Shares0 from 1,400
Change-1,400 (-100%)
Value$0 (-$12.5K)
Filed 2025-10-22
Proequities, Inc.
N/A
Shares— from 0
Change0
Value—
Status
Saba Capital Management, L.P.A
UNCHANGED4,544,3804,544,38000%$40.5M$43.1M+$2.6M2025-11-14
SIT Investment Associates Inc
INCREASED4,084,1753,880,632+203,543+5%$34.6K$38.8K+$4.1K2025-11-13
Icon Advisers Inc
INCREASED731,215533,734+197,481+37%$4.8M$6.9M+$2.2M2025-11-17
Advisors Asset Management, Inc.
INCREASED593,337503,557+89,780+18%$4.5M$5.6M+$1.1M2026-08-26
Morgan Stanley
INCREASED354,954214,226+140,728+66%$1.9M$3.4M+$1.5M2026-05-27
Guggenheim Capital LLC
DECREASED354,858404,279-49,421-12%$3.6M$3.4M-$238.6K2025-11-13
Hennion & Walsh Asset Management, Inc.
DECREASED232,392251,926-19,534-8%$2.2M$2.2M-$41.8K2025-10-22
Almitas Capital LLC
NEW208,466—+208,466——$2.0M—2025-11-17
Wells Fargo & Company
DECREASED201,699224,256-22,557-10%$2.0M$1.9M-$86.2K2025-11-13
LPL Financial LLC
INCREASED174,712157,175+17,537+11%$1.4M$1.7M+$256.0K2025-11-12
Royal Bank of Canada
INCREASED114,79820,198+94,600+468%$180.0K$1.1M+$909.0K2025-11-14
Myecfo, LLC
DECREASED101,550106,450-4,900-5%$949.5K$963.7K+$14.2K2025-10-10
Absolute Investment Advisers, LLC
DECREASED91,433104,332-12,899-12%$930.6K$867.7K-$62.9K2025-10-20
Perennial Investment Advisors, LLC
UNCHANGED78,95078,95000%$704.2K$749.2K+$45.0K2025-11-12
Raymond James Financial Inc
INCREASED70,27668,788+1,488+2%$613.6K$666.9K+$53.3K2025-11-14
Beverly Hills Private Wealth, LLC
NEW63,400—+63,400——$601.7K—2025-11-10
Ameriprise Financial Inc
INCREASED61,73861,323+415+1%$547.0K$585.9K+$38.9K2025-11-14
Campbell Capital Management Inc
UNCHANGED61,16961,16900%$545.6K$580.5K+$34.9K2025-11-19
1607 Capital Partners, LLC
DECREASED60,42071,153-10,733-15%$634.7K$573.4K-$61.3K2025-11-14
Evoke Wealth, LLC
UNCHANGED59,16059,16000%$527.7K$561.4K+$33.7K2025-11-14
Baird Financial Group, Inc.
INCREASED55,36455,079+285+1%$491.3K$525.4K+$34.1K2025-11-13
Envestnet Asset Management Inc
INCREASED54,76352,432+2,331+4%$467.7K$519.7K+$52.0K2025-11-05
Citadel Advisors LLC
NEW49,718—+49,718——$471.8K—2025-11-14
City of London Investment Management Co LTD
DECREASED45,690138,683-92,993-67%$1.2M$433.6K-$803.5K2025-11-14
Debussy Capital Management LP
INCREASED44,67244,644+28+0%$398.2K$423.9K+$25.7K2025-11-17
Melfa Wealth Management, Inc.
UNCHANGED42,44642,44600%$378.6K$402.8K+$24.2K2025-10-28
Peregrine Asset Advisers, Inc.
NEW42,166—+42,166——$400.2K—2025-11-04
Quarry LP
DECREASED33,75740,657-6,900-17%$362.7K$320.4K-$42.3K2025-11-14
Stifel Financial Corp
INCREASED31,90531,005+900+3%$276.6K$302.8K+$26.2K2025-11-12
Bank of America Corp
DECREASED28,60230,868-2,266-7%$275.3K$271.4K-$3.9K2026-02-03
Sanctuary Advisors, LLC
INCREASED26,70026,511+189+1%$236.5K$253.4K+$16.9K2026-01-13
Karpus Management, Inc.
NEW20,710—+20,710——$196.5K—2025-11-14
Vanguard Capital Wealth Advisors
UNCHANGED20,00020,00000%$178.4K$189.8K+$11.4K2025-10-30
HighTower Advisors, LLC
UNCHANGED18,95118,95100%$169.0K$179.8K+$10.8K2025-11-07
North Ground Capital
NEW17,623—+17,623——$167.2K—2025-10-29
Wealth Enhancement Advisory Services, LLC
UNCHANGED15,15215,15200%$136.5K$144.9K+$8.4K2025-10-29
Wedbush Securities Inc
INCREASED15,12512,125+3,000+25%$108$144+$362025-11-06
Virtu Financial LLC
NEW13,783—+13,783——$131—2025-11-14
Bridgewealth Advisory Group, LLC
INCREASED13,30613,149+157+1%$117.3K$126.3K+$9.0K2025-10-23
Dymon Asia Capital (Singapore) Pte. Ltd.
UNCHANGED11,75511,75500%$104.9K$111.6K+$6.7K2025-11-13
UBS Group AG
DECREASED11,19794,327-83,130-88%$841.4K$106.3K-$735.1K2025-11-13
Susquehanna International Group, LLP
DECREASED11,17413,296-2,122-16%$118.6K$106.0K-$12.6K2025-11-14
MKT Advisors LLC
DECREASED11,10511,605-500-4%$103.2K$106.6K+$3.4K2025-10-17
Madrona Financial Services, LLC
INCREASED10,89410,745+149+1%$95.8K$103.4K+$7.5K2025-10-22
Alethea Capital Management, LLC
UNCHANGED10,65810,65800%$95.1K$101.1K+$6.1K2025-11-14
Wealthspire Advisors, LLC
UNCHANGED10,33310,33300%$92.2K$98.1K+$5.9K2025-11-14
One Capital Management, LLC
UNCHANGED10,31810,31800%$92.0K$97.9K+$5.9K2025-11-14
Advisory Services Network, LLC
NEW3,884—+3,884——$36.9K—2025-11-18
Hollencrest Capital Management
UNCHANGED2,7702,77000%$24.7K$26.3K+$1.6K2025-11-03
Steward Partners Investment Advisory, LLC
UNCHANGED2,3012,30100%$20.5K$21.8K+$1.3K2025-11-12
Rothschild Investment LLC
INCREASED1,5371,516+21+1%$13.5K$14.6K+$1.1K2025-11-07
Highline Wealth Partners LLC
NEW700—+700——$6.6K—2025-10-14
Parallel Advisors, LLC
UNCHANGED36036000%$3.2K$3.4K+$2052025-11-13
Rareview Capital LLC
CLOSED051,218-51,218-100%$456.9K$0-$456.9K2025-11-14
Deutsche Bank Ag\
CLOSED033,792-33,792-100%$301.4K$0-$301.4K2025-11-13
Bluefin Capital Management, LLC
CLOSED025,231-25,231-100%$225.1K$0-$225.1K2026-04-29
NewEdge Advisors, LLC
CLOSED017,520-17,520-100%$156.3K$0-$156.3K2025-11-17
Horizon Kinetics Asset Management LLC
CLOSED010,679-10,679-100%$95.3K$0-$95.3K2025-11-14
Blue Bell Private Wealth Management, LLC
CLOSED01,400-1,400-100%$12.5K$0-$12.5K2025-10-22
Proequities, Inc.
N/A—00—$0———
Showing 60 of 60 institutions