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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
MWM
26
Melfa Wealth Management
Massachusetts
$410K – – –
RCM
27
Robinson Capital Management
Michigan
$355K -$101K -10,500 -22%
Stifel Financial
28
Stifel Financial
Missouri
$287K -$34.5K -3,584 -11%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$278K +$278K +28,849 New
Sanctuary Advisors
30
Sanctuary Advisors
Indiana
$264K +$36K +3,745 +15%
Wolverine Asset Management
31
Wolverine Asset Management
Illinois
$247K +$246K +25,578 New
CWS
32
Cypress Wealth Services
California
$243K +$242K +25,200 New
RCG
33
Regatta Capital Group
California
$215K -$307K -31,922 -59%
AIA
34
Absolute Investment Advisers
Florida
$207K -$207K -21,467 -50%
Vanguard Capital Wealth Advisors
35
Vanguard Capital Wealth Advisors
Colorado
$193K – – –
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$177K +$327 +34 +0.2%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$172K -$16.7K -1,732 -9%
Raymond James & Associates
38
Raymond James & Associates
Florida
$171K – – –
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$145K – – –
QL
40
Quarry LP
New York
$126K -$126K -13,078 -50%
MA
41
MKT Advisors
California
$117K +$135 +14 +0.1%
CAM
42
Concorde Asset Management
Michigan
$106K -$19.2K -2,000 -15%
Horizon Kinetics Asset Management
43
Horizon Kinetics Asset Management
New York
$103K +$103K +10,679 New
ACM
44
Alethea Capital Management
Washington
$103K – – –
One Capital Management
45
One Capital Management
California
$99.6K +$99.3K +10,318 New
MFS
46
Madrona Financial Services
Washington
$99.5K +$1.29K +134 +1%
HCM
47
Hollencrest Capital Management
California
$26.7K – – –
Steward Partners Investment Advisory
48
Steward Partners Investment Advisory
New York
$22.2K – – –
RIL
49
Rothschild Investment LLC
Illinois
$14.1K +$173 +18 +1%
BBPWM
50
Blue Bell Private Wealth Management
Pennsylvania
$11.9K -$3.85K -400 -24%