Eaton Vance California Municipal Bond Fund - Common Shares, $0.01 par value (EVM) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Shares, $0.01 par value
Symbol
EVM
Shares outstanding
24,671,736
Price per share
$9.54
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
12,932,501
Total reported value
$122,732,188
% of total 13F portfolios
0%
Share change
+750,518
Value change
+$7,187,616
Number of holders
53
Price from insider filings
$9.54
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Eaton Vance California Municipal Bond Fund - Common Shares, $0.01 par value (EVM) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SIT INVESTMENT ASSOCIATES INC 16% +6.2% $36,705,943 +$2,238,376 4,069,395 +6.5% Sit Investment Associates, Inc. 11 Sep 2025

As of 30 Sep 2025, 53 institutional investors reported holding 12,932,501 shares of Eaton Vance California Municipal Bond Fund - Common Shares, $0.01 par value (EVM). This represents 52% of the company’s total 24,671,736 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Eaton Vance California Municipal Bond Fund - Common Shares, $0.01 par value (EVM) together control 51% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Saba Capital Management, L.P. 18% 4,544,380 0% 1.4% $43,126,166
SIT INVESTMENT ASSOCIATES INC 17% 4,084,175 +5.2% 0.79% $38,759,000
ICON ADVISERS INC/CO 3% 731,215 +37% 1.5% $6,939,230
Advisors Asset Management, Inc. 2.4% 593,337 +18% 0.1% $5,630,768
MORGAN STANLEY 1.4% 354,954 +66% 0% $3,368,513
GUGGENHEIM CAPITAL LLC 1.4% 354,858 -12% 0.02% $3,367,602
Hennion & Walsh Asset Management, Inc. 0.94% 232,392 -7.8% 0.08% $2,205,400
Almitas Capital LLC 0.84% 208,466 0.45% $1,978,342
WELLS FARGO & COMPANY/MN 0.82% 201,699 -10% 0% $1,914,120
LPL Financial LLC 0.71% 174,712 +11% 0% $1,658,014
ROYAL BANK OF CANADA 0.47% 114,798 +468% 0% $1,089,000
MYECFO, LLC 0.41% 101,550 -4.6% 0.44% $963,710
ABSOLUTE INVESTMENT ADVISERS, LLC 0.37% 91,433 -12% 0.11% $867,699
Perennial Investment Advisors, LLC 0.32% 78,950 0% 0.06% $749,235
RAYMOND JAMES FINANCIAL INC 0.28% 70,276 +2.2% 0% $666,920
Beverly Hills Private Wealth, LLC 0.26% 63,400 0.11% $601,666
AMERIPRISE FINANCIAL INC 0.25% 61,738 +0.68% 0% $585,894
CAMPBELL CAPITAL MANAGEMENT INC 0.25% 61,169 0% 0.22% $580,494
1607 Capital Partners, LLC 0.24% 60,420 -15% 0.04% $573,386
EVOKE WEALTH, LLC 0.24% 59,160 0% 0.01% $561,428
Baird Financial Group, Inc. 0.22% 55,364 +0.52% 0% $525,404
ENVESTNET ASSET MANAGEMENT INC 0.22% 54,763 +4.4% 0% $519,701
CITADEL ADVISORS LLC 0.2% 49,718 0% $471,824
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.19% 45,690 -67% 0.03% $433,598
Vivaldi Capital Management LP 0.18% 44,672 +0.06% 0.06% $423,941

Institutional Holders of Eaton Vance California Municipal Bond Fund - Common Shares, $0.01 par value (EVM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 0 $0 -$4,123,285 $9.54 0
2025 Q3 12,932,501 $122,732,188 +$7,187,616 $9.49 53
2025 Q2 12,180,703 $108,652,313 +$5,090,635 $8.92 49
2025 Q1 11,606,695 $107,590,840 +$1,281,223 $9.27 47
2024 Q4 11,520,800 $105,705,763 +$1,610,152 $9.17 55
2024 Q3 11,244,325 $108,499,739 -$3,524,119 $9.65 53
2024 Q2 11,567,804 $110,008,055 -$1,790,460 $9.51 49
2024 Q1 11,774,449 $111,243,985 +$3,002,880 $9.45 51
2023 Q4 57,403 $525,237 $9.15 1
2023 Q3 9,824,367 $79,775,983 +$9,917,579 $8.12 48
2023 Q2 8,617,781 $76,754,858 +$4,349,189 $8.90 49
2023 Q1 8,129,201 $73,288,126 +$5,909,394 $9.02 45
2022 Q4 7,488,575 $64,781,619 +$13,620,007 $8.64 54
2022 Q3 5,778,326 $49,427,000 +$1,400,497 $8.51 48
2022 Q2 5,617,950 $52,116,000 -$351,357 $9.27 51
2022 Q1 5,631,684 $56,487,000 +$8,783,855 $10.04 50
2021 Q4 4,437,546 $51,450,000 -$8,471,854 $11.60 44
2021 Q3 4,759,026 $56,821,000 -$8,725,830 $11.94 42
2021 Q2 5,489,948 $65,676,000 -$6,826,702 $11.96 43
2021 Q1 6,060,855 $70,585,354 -$6,193,169 $11.64 41
2020 Q4 6,338,196 $74,471,000 -$2,859,310 $11.75 44
2020 Q3 6,553,688 $74,477,000 -$4,213,813 $11.36 41
2020 Q2 9,636,271 $107,352,000 +$9,122,658 $11.13 38
2020 Q1 6,444,695 $67,993,088 +$4,401,712 $10.55 44
2019 Q4 6,280,486 $70,654,208 +$2,534,514 $11.25 50
2019 Q3 5,935,072 $67,252,894 -$2,986,490 $11.33 46
2019 Q2 6,188,845 $68,256,000 -$3,231,779 $11.03 45
2019 Q1 6,504,987 $68,782,000 +$1,340,407 $10.55 46
2018 Q4 6,375,727 $63,095,000 +$15,111,801 $9.90 50
2018 Q3 4,819,855 $48,000,000 +$6,041,711 $9.96 43
2018 Q2 4,169,273 $43,055,000 +$8,969,481 $10.33 42
2018 Q1 3,297,554 $33,904,000 +$7,478,197 $10.26 39
2017 Q4 2,549,081 $29,329,000 +$572,600 $11.50 30
2017 Q3 2,498,507 $30,076,000 -$1,902,780 $12.04 27
2017 Q2 2,666,167 $30,979,000 -$4,381,382 $11.62 31
2017 Q1 3,046,408 $34,619,000 -$1,102,432 $11.36 33
2016 Q4 3,143,275 $35,774,000 +$9,767,050 $11.38 34
2016 Q3 2,281,113 $30,910,000 +$361,777 $13.56 25
2016 Q2 2,253,971 $31,157,000 -$1,563,858 $13.82 22
2016 Q1 2,349,764 $29,574,000 -$865,027 $12.58 25
2015 Q4 2,403,485 $29,210,000 +$1,562,631 $12.15 21
2015 Q3 2,271,719 $26,430,000 +$385,307 $11.63 17
2015 Q2 2,252,092 $25,433,446 +$1,806,172 $11.29 24
2015 Q1 2,080,396 $25,008,409 -$4,040,326 $12.02 21
2014 Q4 2,418,885 $28,471,784 +$589,588 $11.77 24
2014 Q3 2,276,894 $25,838,043 -$51,445 $11.35 24
2014 Q2 2,279,062 $26,409,586 -$2,072,569 $11.58 25
2014 Q1 2,478,593 $26,911,720 +$2,386,188 $10.86 30