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EVM

Eaton Vance California Municipal Bond Fund

Delisted

EVM was delisted on the 24th of October, 2025.

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$275K -$185K -15,993 -41%
Cetera Advisor Networks
27
Cetera Advisor Networks
California
$247K +$613 +53 +0.3%
Lido Advisors
28
Lido Advisors
California
$240K +$17.4K +1,507 +8%
SteelPeak Wealth
29
SteelPeak Wealth
California
$203K – – –
Raymond James & Associates
30
Raymond James & Associates
Florida
$166K – – –
Ameriprise
31
Ameriprise
Minnesota
$163K +$93 +8 +0.1%
ACM
32
Alethea Capital Management
Washington
$160K – – –
Wealthspire Advisors (New York)
33
Wealthspire Advisors (New York)
New York
$156K -$57.6K -4,975 -27%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$142K +$48.2K +4,168 +51%
OCM
35
Orion Capital Management
California
$141K +$139K +12,000 New
Raymond James Financial Services Advisors
36
Raymond James Financial Services Advisors
Florida
$136K +$13.9K +1,200 +12%
RIA
37
Realta Investment Advisors
Delaware
$135K +$960 +83 +0.7%
Cerity Partners
38
Cerity Partners
New York
$124K +$122K +10,532 New
HighTower Advisors
39
HighTower Advisors
Illinois
$122K +$120K +10,396 New
NFG
40
Next Financial Group
Texas
$59K – – –
Citigroup
41
Citigroup
New York
$44K -$18.5K -1,596 -30%
Steward Partners Investment Advisory
42
Steward Partners Investment Advisory
New York
$28K – – –
Osaic Holdings
43
Osaic Holdings
Arizona
$27K – – –
RFA
44
Reilly Financial Advisors
California
$27K – – –
Whittier Trust
45
Whittier Trust
California
$24K – – –
AFG
46
Albion Financial Group
Utah
$6K +$6.21K +537 New
MUFG Americas
47
MUFG Americas
New York
– -$322K -28,370 Closed
Panagora Asset Management
48
Panagora Asset Management
Massachusetts
– -$3K -302 Closed