Eaton Vance California Municipal Bond Fund
EVMDelisted Oct 27, 2025- SEC CIK
- 0001177161
Eaton Vance California Municipal Bond Fund was delisted on Oct 27, 2025; its insiders filed their last Form 4 on Oct 28, 2025; 53 institutions reported holding it in 13F filings for Q3 2025, worth $122.7M in total; no superinvestor held it.
13F holders, Q3 2025
Institutional positions in Eaton Vance California Municipal Bond Fund as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
EVM is no longer listed, so this page shows Q3 2025. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 53
- +3 vs. Q2 2025
- Shares held
- 12.9M
- +725.3K (+5.9%) vs. Q2 2025
- Total value
- $122.7M
- +$13.8M (+12.7%) vs. Q2 2025
- New holders
- 9
- 17 more added
- Sold out
- 6
- 12 more reduced
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EVM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 53 | $122.7M |
| Q2 2025 | 50 | $108.9M |
| Q1 2025 | 48 | $107.8M |
| Q4 2024 | 54 | $105.7M |
| Q3 2024 | 53 | $108.5M |
| Q2 2024 | 50 | $110.4M |
| Q1 2024 | 51 | $111.2M |
| Q4 2023 | 51 | $104.8M |
| Q3 2023 | 49 | $80.0M |
| Q2 2023 | 49 | $76.8M |
| Q1 2023 | 45 | $73.3M |
| Q4 2022 | 54 | $64.8M |
| Q3 2022 | 48 | $49.4M |
| Q2 2022 | 51 | $52.1M |
| Q1 2022 | 49 | $53.8M |
| Q4 2021 | 45 | $54.8M |
| Q3 2021 | 43 | $59.9M |
| Q2 2021 | 44 | $68.5M |
| Q1 2021 | 44 | $73.6M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Eaton Vance California Municipal Bond Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 360 | $3.42K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 700 | $6.64K | 0.00% | +700 | New |
| Rothschild Investment LLC | 1,537 | $14.6K | 0.00% | +21+1.4% | Added |
| Steward Partners Investment Advisory, LLC | 2,301 | $21.8K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,770 | $26.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,884 | $36.9K | 0.00% | +3,884 | New |
| One Capital Management, LLC | 10,318 | $97.9K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 10,333 | $98.1K | 0.00% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 10,658 | $101.1K | 0.07% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 10,894 | $103.4K | 0.02% | +149+1.4% | Added |
| Susquehanna International Group, LLP | 11,174 | $106.0K | 0.00% | −2,122−16.0% | Reduced |
| UBS Group AG | 11,197 | $106.3K | 0.00% | −83,130−88.1% | Reduced |
| MKT Advisors LLC | 11,105 | $106.6K | 0.04% | −500−4.3% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 11,755 | $111.6K | 0.04% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 13,306 | $126.3K | 0.03% | +157+1.2% | Added |
| Virtu Financial LLC | 13,783 | $131.0K | 0.01% | +13,783 | New |
| Wedbush Securities Inc | 15,125 | $144.0K | 0.00% | +3,000+24.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 15,152 | $144.9K | 0.00% | 00.0% | Unchanged |
| CF Capital LLC | 17,623 | $167.2K | 0.10% | +17,623 | New |
| HighTower Advisors, LLC | 18,951 | $179.8K | 0.00% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 20,000 | $189.8K | 0.15% | 00.0% | Unchanged |
| Karpus Management, Inc. | 20,710 | $196.5K | 0.01% | +20,710 | New |
| Sanctuary Advisors, LLC | 26,700 | $253.4K | 0.00% | +189+0.7% | Added |
| Bank of America Corp | 28,602 | $271.4K | 0.00% | −2,266−7.3% | Reduced |
| Stifel Financial Corp | 31,905 | $302.8K | 0.00% | +900+2.9% | Added |
| Quarry LP | 33,757 | $320.4K | 0.08% | −6,900−17.0% | Reduced |
| Peregrine Asset Advisers, Inc. | 42,166 | $400.2K | 0.12% | +42,166 | New |
| Melfa Wealth Management, LLC | 42,446 | $402.8K | 0.24% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 44,672 | $423.9K | 0.06% | +28+0.1% | Added |
| City of London Investment Management Co Ltd | 45,690 | $433.6K | 0.03% | −92,993−67.1% | Reduced |
| Citadel Advisors LLC | 49,718 | $471.8K | 0.00% | +49,718 | New |
| Envestnet Asset Management Inc | 54,763 | $519.7K | 0.00% | +2,331+4.4% | Added |
| Baird Financial Group, Inc. | 55,364 | $525.4K | 0.00% | +285+0.5% | Added |
| Evoke Wealth, LLC | 59,160 | $561.4K | 0.01% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 60,420 | $573.4K | 0.04% | −10,733−15.1% | Reduced |
| Campbell Capital Management Inc | 61,169 | $580.5K | 0.22% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 61,738 | $585.9K | 0.00% | +415+0.7% | Added |
| Beverly Hills Private Wealth, LLC | 63,400 | $601.7K | 0.11% | +63,400 | New |
| Raymond James Financial Inc | 70,276 | $666.9K | 0.00% | +1,488+2.2% | Added |
| Perennial Investment Advisors, LLC | 78,950 | $749.2K | 0.06% | 00.0% | Unchanged |
| Absolute Investment Advisers LLC | 91,433 | $867.7K | 0.11% | −12,899−12.4% | Reduced |
| Myecfo, LLC | 101,550 | $963.7K | 0.44% | −4,900−4.6% | Reduced |
| Royal Bank of Canada | 114,798 | $1.09M | 0.00% | +94,600+468.4% | Added |
| LPL Financial LLC | 174,712 | $1.66M | 0.00% | +17,537+11.2% | Added |
| Wells Fargo & Company | 201,699 | $1.91M | 0.00% | −22,557−10.1% | Reduced |
| Almitas Capital LLC | 208,466 | $1.98M | 0.45% | +208,466 | New |
| Hennion & Walsh Asset Management, Inc. | 232,392 | $2.21M | 0.08% | −19,534−7.8% | Reduced |
| Guggenheim Capital LLC | 354,858 | $3.37M | 0.02% | −49,421−12.2% | Reduced |
| Morgan Stanley | 354,954 | $3.37M | 0.00% | +140,728+65.7% | Added |
| Advisors Asset Management, Inc. | 593,337 | $5.63M | 0.10% | +89,780+17.8% | Added |
| Icon Advisers Inc | 731,215 | $6.94M | 1.52% | +197,481+37.0% | Added |
| Sit Investment Associates Inc | 4,084,175 | $38.8M | 0.79% | +203,543+5.2% | Added |
| Saba Capital Management, L.P. | 4,544,380 | $43.1M | 1.42% | 00.0% | Unchanged |
| Rareview Capital LLC | 0 | $0 | 0.00% | −51,218−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −33,792−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −25,231−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −17,520−100.0% | Sold out |
| Horizon Kinetics Asset Management LLC | 0 | $0 | 0.00% | −10,679−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |