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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
VCM
26
Vivaldi Capital Management
Illinois
$585K -$8.36K -942 -1%
RCM
27
Rivernorth Capital Management
Florida
$522K +$80.8K +9,113 +18%
Deutsche Bank
28
Deutsche Bank
Germany
$396K +$394K +44,470 New
Baird Financial Group
29
Baird Financial Group
Wisconsin
$335K +$32.4K +3,656 +11%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$331K -$16K -1,800 -5%
MWM
31
Melfa Wealth Management
Massachusetts
$262K -$81.3K -9,169 -24%
MA
32
MKT Advisors
California
$248K – – –
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$248K +$3.05K +344 +1%
DI
34
Diligent Investors
California
$178K – – –
FPCP
35
Fort Point Capital Partners
California
$175K +$175K +19,706 New
MC
36
Matisse Capital
Oregon
$162K – – –
SteelPeak Wealth
37
SteelPeak Wealth
California
$153K -$444 -50 -0.3%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$134K -$9.55K -1,077 -7%
ACM
39
Alethea Capital Management
Washington
$117K – – –
TIM
40
Tortoise Investment Management
New York
$107K – – –
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$93K – – –
CAM
42
Concorde Asset Management
Michigan
$89K +$88.7K +10,000 New
Raymond James & Associates
43
Raymond James & Associates
Florida
$89K +$88.7K +10,000 New
Osaic Holdings
44
Osaic Holdings
Arizona
$67.8K -$15.4K -1,732 -19%
Steward Partners Investment Advisory
45
Steward Partners Investment Advisory
New York
$32.5K – – –
HCM
46
Hollencrest Capital Management
California
$24.7K – – –
UMB Bank
47
UMB Bank
Missouri
$16.5K – – –
JP Morgan Chase
48
JP Morgan Chase
New York
$5.05K +$5.03K +567 New
AFG
49
Albion Financial Group
Utah
$4.78K – – –
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
– -$118K -13,125 Closed