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Eaton Vance National Municip (EOT)

CUSIP: 27829L105 | US | Financial Services · Asset Management | Micro Cap | 219 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Hennion & Walsh Asset Management, Inc.317,759
0.1% of portfolio›$4.9M
Wakefield Asset Management Lllp115,927
0.4% of portfolio›$1.8M
Formidable Asset Management, LLC57,200
0.1% of portfolio›$1.0M
Allspring Global Investments Holdings, LLC52,408
0.0% of portfolio›$805.0K
Ackerman Capital Advisors, LLC32,185
0.1% of portfolio›$494.4K
Legacy Financial Strategies, LLC27,684
0.1% of portfolio›$425.2K
Commonwealth Equity Services, LLC26,758
0.0% of portfolio›$411.0K
Concurrent Investment Advisors, LLC26,549
0.0% of portfolio›$407.8K
Bank of New York Mellon Corp15,187
0.0% of portfolio›$233.3K
Wolverine Asset Management LLC12,179
0.0% of portfolio›$187.1K
Closed-End Fund Advisors, Inc.11,837
0.2% of portfolio›$181.8K
Creative Planning11,382
0.0% of portfolio›$174.8K
Cambridge Investment Research Advisors, Inc.11,182
0.0% of portfolio›$172.0K
Keudell ison Wealth Management10,263
0.0% of portfolio›$157.6K
Farther Finance Advisors, LLC4,830
0.0% of portfolio›$74.2K
Center for Financial Planning, Inc.2,000
0.0% of portfolio›$30.7K
Ascentis Wealth Management, LLC612
0.0% of portfolio›$9.4K
Trust Co of Toledo NA230
0.0% of portfolio›$3.5K
StyleTurnoverLocationFiled
Hennion & Walsh Asset Management, Inc.
317,759$4.9M0.1%ValueMediumParsippany, NJ2026-10-13
Wakefield Asset Management Lllp
115,927$1.8M0.4%ValueMediumEnglewood, CO2026-11-05
Formidable Asset Management, LLC
57,200$1.0M0.1%CoreLowCincinnati, OH2026-11-03
Allspring Global Investments Holdings, LLC
52,408$805.0K0.0%CoreMediumCharlotte, NC2026-11-04
Ackerman Capital Advisors, LLC
32,185$494.4K0.1%ETFLowDallas, TX2026-10-30
Legacy Financial Strategies, LLC
27,684$425.2K0.1%ETFLowOverland Park, KS2026-10-15
Commonwealth Equity Services, LLC
26,758$411.0K0.0%ETFLowWaltham, MA2026-11-02
Concurrent Investment Advisors, LLC
26,549$407.8K0.0%GrowthMediumTampa, FL2026-10-16
Bank of New York Mellon Corp
15,187$233.3K0.0%CoreLowNew York, NY2026-11-05
Wolverine Asset Management LLC
12,179$187.1K0.0%Deep ValueVery HighChicago, IL2026-11-02
Closed-End Fund Advisors, Inc.
11,837$181.8K0.2%YieldMediumRichmond, VA2026-11-04
Creative Planning
11,382$174.8K0.0%IndexVery LowOverland Park, KS2026-11-02
Cambridge Investment Research Advisors, Inc.
11,182$172.0K0.0%ETFLowFairfield, IA2026-11-02
Keudell ison Wealth Management
10,263$157.6K0.0%ETFMediumSalem, OR2026-10-16
Farther Finance Advisors, LLC
4,830$74.2K0.0%IndexLowSan Francisco, CA2026-10-08
Center for Financial Planning, Inc.
2,000$30.7K0.0%ETFLowSouthfied, MI2026-10-26
Ascentis Wealth Management, LLC
612$9.4K0.0%Agg GrowthLowDallas, TX2026-11-03
Trust Co of Toledo NA
230$3.5K0.0%GrowthVery LowHolland, OH2026-10-16