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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
WAM
26
Wolverine Asset Management
Illinois
$458K +$229K +24,374 +95%
VCM
27
Vivaldi Capital Management
Illinois
$421K +$244 +26 +0.1%
MWM
28
Melfa Wealth Management
Massachusetts
$389K
QL
29
Quarry LP
New York
$373K +$259K +27,600 +211%
Bank of America
30
Bank of America
North Carolina
$297K -$175K -18,596 -36%
Stifel Financial
31
Stifel Financial
Missouri
$291K +$19.4K +2,060 +7%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$198K +$31K +3,293 +18%
Vanguard Capital Wealth Advisors
33
Vanguard Capital Wealth Advisors
Colorado
$183K
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$163K
RAM
35
Readystate Asset Management
Illinois
$160K +$164K +17,433 New
RCG
36
Regatta Capital Group
California
$147K -$58K -6,171 -28%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$139K +$940 +100 +0.7%
HighTower Advisors
38
HighTower Advisors
Illinois
$138K +$141K +15,000 New
BAG
39
Bridgewealth Advisory Group
California
$121K +$121K +12,891 New
MA
40
MKT Advisors
California
$113K
HKAM
41
Horizon Kinetics Asset Management
New York
$97.9K
ACM
42
Alethea Capital Management
Washington
$97.7K
VBWMG
43
Von Berge Wealth Management Group
California
$97.6K +$97.3K +10,352 New
MFS
44
Madrona Financial Services
Washington
$95.9K +$1.31K +139 +1%
WANY
45
Wealthspire Advisors (New York)
New York
$94.8K +$97.1K +10,333 New
OCM
46
One Capital Management
California
$94.6K
Nomura Holdings
47
Nomura Holdings
Japan
$91.7K +$94K +10,000 New
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$79.2K +$69.6K +7,400 +598%
HCM
49
Hollencrest Capital Management
California
$25.4K
SPIA
50
Steward Partners Investment Advisory
New York
$21.1K