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Eaton Vance National Municip (EOT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares317,759 from 249,178
Change+68,581 (+28%)
Value$4.9M (+$490.3K)
Filed 2026-10-13
LPL Financial LLC
INCREASED
Shares162,909 from 133,465
Change+29,444 (+22%)
Value$2.5M (+$150.6K)
Filed 2026-11-06
Wakefield Asset Management Lllp
INCREASED
Shares115,927 from 95,845
Change+20,082 (+21%)
Value$1.8M (+$91.9K)
Filed 2026-11-05
Melfa Wealth Management, Inc.
DECREASED
Shares68,840 from 74,197
Change-5,357 (-7%)
Value$1.1M (-$250.0K)
Filed 2026-11-06
Formidable Asset Management, LLC
INCREASED
Shares57,200 from 41,183
Change+16,017 (+39%)
Value$1.0M (+$302.8K)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
DECREASED
Shares52,408 from 56,187
Change-3,779 (-7%)
Value$805.0K (-$185.0K)
Filed 2026-11-04
Ackerman Capital Advisors, LLC
INCREASED
Shares32,185 from 29,513
Change+2,672 (+9%)
Value$494.4K (-$25.7K)
Filed 2026-10-30
Legacy Financial Strategies, LLC
UNCHANGED
Shares27,684 from 27,684
Change0 (0%)
Value$425.2K (-$62.6K)
Filed 2026-10-15
Commonwealth Equity Services, LLC
UNCHANGED
Shares26,758 from 26,758
Change0 (0%)
Value$411.0K (-$60.5K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
UNCHANGED
Shares26,549 from 26,549
Change0 (0%)
Value$407.8K (-$60.0K)
Filed 2026-10-16
Bank of New York Mellon Corp
NEW
Shares15,187
Change+15,187
Value$233.3K
Filed 2026-11-05
Wolverine Asset Management LLC
NEW
Shares12,179
Change+12,179
Value$187.1K
Filed 2026-11-02
Closed-End Fund Advisors, Inc.
UNCHANGED
Shares11,837 from 11,837
Change0 (0%)
Value$181.8K (-$26.8K)
Filed 2026-11-04
Creative Planning
UNCHANGED
Shares11,382 from 11,382
Change0 (0%)
Value$174.8K (-$25.7K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares11,182 from 11,089
Change+93 (+1%)
Value$172.0K (-$23.0K)
Filed 2026-11-02
Keudell ison Wealth Management
DECREASED
Shares10,263 from 12,459
Change-2,196 (-18%)
Value$157.6K (-$61.9K)
Filed 2026-10-16
Farther Finance Advisors, LLC
UNCHANGED
Shares4,830 from 4,830
Change0 (0%)
Value$74.2K (-$10.9K)
Filed 2026-10-08
Center for Financial Planning, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$30.7K (-$4.5K)
Filed 2026-10-26
Ascentis Wealth Management, LLC
UNCHANGED
Shares612 from 612
Change0 (0%)
Value$9.4K (-$1.4K)
Filed 2026-11-03
Trust Co of Toledo NA
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$3.5K (-$520)
Filed 2026-10-16
Fiera Capital Corp
CLOSED
Shares0 from 56,143
Change-56,143 (-100%)
Value$0 (-$989.2K)
Filed 2026-11-06
Mechanics Financial Corp
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$88.1K)
Filed 2026-11-05
Private Trust Co NA
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$52.9K)
Filed 2026-10-20
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$10.6K)
Filed 2026-11-06
1607 Capital Partners, LLC
N/A
Shares— from 845,542
Change-845,542 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 422,877
Change-422,877 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 394,764
Change-394,764 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 277,266
Change-277,266 (-100%)
Value—
UBS Group AG
N/A
Shares— from 190,620
Change-190,620 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 130,733
Change-130,733 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 129,438
Change-129,438 (-100%)
Value—
Robinson Capital Management, LLC
N/A
Shares— from 108,458
Change-108,458 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 98,914
Change-98,914 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 82,647
Change-82,647 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 71,238
Change-71,238 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 41,220
Change-41,220 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 29,000
Change-29,000 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 28,531
Change-28,531 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 27,868
Change-27,868 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 26,941
Change-26,941 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 24,260
Change-24,260 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 22,538
Change-22,538 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 20,630
Change-20,630 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 19,025
Change-19,025 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 17,936
Change-17,936 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 13,534
Change-13,534 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 12,331
Change-12,331 (-100%)
Value—
Rivernorth Capital Management, LLC
N/A
Shares— from 11,504
Change-11,504 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 7,670
Change-7,670 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,245
Change-3,245 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 813
Change-813 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 556
Change-556 (-100%)
Value—
Status
Hennion & Walsh Asset Management, Inc.
INCREASED317,759249,178+68,581+28%$4.4M$4.9M+$490.3K2026-10-13
LPL Financial LLC
INCREASED162,909133,465+29,444+22%$2.4M$2.5M+$150.6K2026-11-06
Wakefield Asset Management Lllp
INCREASED115,92795,845+20,082+21%$1.7M$1.8M+$91.9K2026-11-05
Melfa Wealth Management, Inc.
DECREASED68,84074,197-5,357-7%$1.3M$1.1M-$250.0K2026-11-06
Formidable Asset Management, LLC
INCREASED57,20041,183+16,017+39%$705.1K$1.0M+$302.8K2026-11-03
Allspring Global Investments Holdings, LLC
DECREASED52,40856,187-3,779-7%$990.0K$805.0K-$185.0K2026-11-04
Ackerman Capital Advisors, LLC
INCREASED32,18529,513+2,672+9%$520.0K$494.4K-$25.7K2026-10-30
Legacy Financial Strategies, LLC
UNCHANGED27,68427,68400%$487.8K$425.2K-$62.6K2026-10-15
Commonwealth Equity Services, LLC
UNCHANGED26,75826,75800%$471.5K$411.0K-$60.5K2026-11-02
Concurrent Investment Advisors, LLC
UNCHANGED26,54926,54900%$467.8K$407.8K-$60.0K2026-10-16
Bank of New York Mellon Corp
NEW15,187—+15,187——$233.3K—2026-11-05
Wolverine Asset Management LLC
NEW12,179—+12,179——$187.1K—2026-11-02
Closed-End Fund Advisors, Inc.
UNCHANGED11,83711,83700%$208.6K$181.8K-$26.8K2026-11-04
Creative Planning
UNCHANGED11,38211,38200%$200.6K$174.8K-$25.7K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED11,18211,089+93+1%$195.0K$172.0K-$23.0K2026-11-02
Keudell ison Wealth Management
DECREASED10,26312,459-2,196-18%$219.5K$157.6K-$61.9K2026-10-16
Farther Finance Advisors, LLC
UNCHANGED4,8304,83000%$85.1K$74.2K-$10.9K2026-10-08
Center for Financial Planning, Inc.
UNCHANGED2,0002,00000%$35.2K$30.7K-$4.5K2026-10-26
Ascentis Wealth Management, LLC
UNCHANGED61261200%$10.8K$9.4K-$1.4K2026-11-03
Trust Co of Toledo NA
UNCHANGED23023000%$4.1K$3.5K-$5202026-10-16
Fiera Capital Corp
CLOSED056,143-56,143-100%$989.2K$0-$989.2K2026-11-06
Mechanics Financial Corp
CLOSED05,000-5,000-100%$88.1K$0-$88.1K2026-11-05
Private Trust Co NA
CLOSED03,000-3,000-100%$52.9K$0-$52.9K2026-10-20
Institute for Wealth Management, Llc.
CLOSED0600-600-100%$10.6K$0-$10.6K2026-11-06
1607 Capital Partners, LLC
N/A—845,542-845,542-100%$14.9M———
Raymond James Financial Inc
N/A—422,877-422,877-100%$7.5M———
Jones Financial Companies Lllp
N/A—394,764-394,764-100%$7.0M———
Guggenheim Capital LLC
N/A—277,266-277,266-100%$4.9M———
UBS Group AG
N/A—190,620-190,620-100%$3.4M———
Van Eck Associates Corp
N/A—130,733-130,733-100%$2.3M———
Morgan Stanley
N/A—129,438-129,438-100%$2.3M———
Robinson Capital Management, LLC
N/A—108,458-108,458-100%$2.0M———
Royal Bank of Canada
N/A—98,914-98,914-100%$1.7M———
Invesco Ltd.
N/A—82,647-82,647-100%$1.5M———
Bank of America Corp
N/A—71,238-71,238-100%$1.3M———
Ameriprise Financial Inc
N/A—41,220-41,220-100%$726.3K———
Wells Fargo & Company
N/A—29,000-29,000-100%$511.0K———
Regal Investment Advisors LLC
N/A—28,531-28,531-100%$502.7K———
Baird Financial Group, Inc.
N/A—27,868-27,868-100%$491.0K———
World Investment Advisors
N/A—26,941-26,941-100%$461.2K———
Summit Trail Advisors, LLC
N/A—24,260-24,260-100%$427.5K———
Benjamin Edwards Inc
N/A—22,538-22,538-100%$397.1K———
NewEdge Advisors, LLC
N/A—20,630-20,630-100%$363.5K———
Steward Partners Investment Advisory, LLC
N/A—19,025-19,025-100%$335.2K———
HighTower Advisors, LLC
N/A—17,936-17,936-100%$316.0K———
HRT Financial LP
N/A—13,534-13,534-100%$238.0K———
Osaic Holdings, Inc.
N/A—12,331-12,331-100%$217.3K———
Rivernorth Capital Management, LLC
N/A—11,504-11,504-100%$202.7K———
Mutual Advisors, LLC
N/A—10,000-10,000-100%$176.2K———
Ancora Advisors LLCA
N/A—7,670-7,670-100%$135.1K———
Rockefeller Capital Management L.P.
N/A—3,245-3,245-100%$57.2K———
Rothschild Investment LLC
N/A—1,300-1,300-100%$22.9K———
Clear Street Group Inc.
N/A—813-813-100%$14.3K———
Beaird Harris Wealth Management, LLC
N/A—556-556-100%$9.8K———
Showing 54 of 54 institutions