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EFR

Eaton Vance Senior Floating-Rate Trust
$10.63 +0.03 (+0.28%) At close · Jul 10
Market Cap
$313.84M
Shares
29,523,618

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 99
Total Value: $117,215,429
Total Shares: 11,120,624

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 98 13F filers
Top Holder
14.2%
Jun 2023 → Mar 2026 · range 11.0% – 14.2%
of institutional value
Top 5
37.3%
Jun 2023 → Mar 2026 · range 37.3% – 46.8%
of institutional value
Top 10
58.0%
Jun 2023 → Mar 2026 · range 58.0% – 71.7%
of institutional value
HHI
491
Jun 2023 → Mar 2026 · range 480 – 618
Broadly held
Showing 99 of 99
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Small 1607 Capital Partners, LLC $16,718,959 14.26% 1,586,239
Large Pathstone Holdings, LLC $9,285,749 7.92% 881,001
Mega AMERIPRISE FINANCIAL INC $5,969,897 5.09% 566,404
Mid Advisors Asset Management, Inc. $5,937,392 5.07% 563,320
Mega Invesco Ltd. $5,905,160 5.04% 560,262
Small Logan Stone Capital, LLC $5,699,167 4.86% 540,718
Mega MORGAN STANLEY $5,260,313 4.49% 499,081
Mega BANK OF AMERICA CORP /DE/ Bank $5,078,108 4.33% 481,794
Large GUGGENHEIM CAPITAL LLC $4,457,586 3.80% 422,921
Large COHEN & STEERS, INC. $3,719,587 3.17% 352,902
Large LOOMIS SAYLES & CO L P $3,654,028 3.12% 346,682
Mid SIT INVESTMENT ASSOCIATES INC $3,015,399 2.57% 286,091
Mid WOLVERINE ASSET MANAGEMENT LLC $2,807,845 2.40% 266,399
Mid Saba Capital Management, L.P. $2,758,908 2.35% 261,756
Large Baird Financial Group, Inc. $2,648,449 2.26% 251,276
Large Balyasny Asset Management L.P. $2,348,206 2.00% 222,790
Small Ethos Financial Group, LLC $2,166,359 1.85% 205,537
Small WHITE PINE CAPITAL LLC $2,135,941 1.82% 202,651
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1,938,885 1.65% 183,955
Mega WELLS FARGO & COMPANY/MN $1,822,871 1.56% 172,948
Large CWM, LLC $1,566,591 1.34% 148,633
Mega LPL Financial LLC $1,538,998 1.31% 146,015
Small Verity Asset Management, Inc. $1,506,967 1.29% 142,976
Small ICON ADVISERS INC/CO $1,147,489 0.98% 108,870
Small Collar Capital Management, LLC $1,135,368 0.97% 107,720
Small HOURGLASS CAPITAL, LLC $1,017,110 0.87% 96,500
Large OSAIC HOLDINGS, INC. $994,280 0.85% 94,334
Mega GOLDMAN SACHS GROUP INC $861,666 0.74% 81,752
Large Calamos Advisors LLC $811,864 0.69% 77,027
Micro Gridiron Partners, LLC $732,003 0.62% 69,450
Mid READYSTATE ASSET MANAGEMENT LP $589,544 0.50% 55,934
Small Garner Asset Management Corp $582,598 0.50% 55,275
Small Altman Advisors, Inc. $532,164 0.45% 50,490
Small Almitas Capital LLC $524,702 0.45% 49,782
Mid Capital Investment Advisors, LLC $502,873 0.43% 47,711
Large Cambridge Investment Research Advisors, Inc. $485,219 0.41% 46,036
Mega UBS Group AG $476,629 0.41% 45,221
Mid OPPENHEIMER & CO INC $420,609 0.36% 39,906
Small SIMON QUICK ADVISORS, LLC $404,282 0.34% 38,357
Mid Hennion & Walsh Asset Management, Inc. $361,735 0.31% 34,126
Mega RAYMOND JAMES FINANCIAL INC $343,845 0.29% 32,623
Mid RWA WEALTH PARTNERS, LLC $329,870 0.28% 31,297
Mid Fiduciary Alliance LLC $328,795 0.28% 31,195
Small SHUFRO ROSE & CO LLC $279,310 0.24% 26,500
Large Cetera Investment Advisers $272,437 0.23% 25,848
Mega JANE STREET GROUP, LLC $272,205 0.23% 25,826
Mid MAI Capital Management $267,610 0.23% 25,390
Micro WESCAP Management Group, Inc. $256,153 0.22% 24,303
Micro AEGON USA Investment Management, LLC $254,224 0.22% 24,120
Micro INTEGRATED CAPITAL MANAGEMENT, INC. $241,786 0.21% 22,810
Micro Closed-End Fund Advisors, Inc. $222,141 0.19% 21,076
Mid HORIZON KINETICS ASSET MANAGEMENT LLC $210,810 0.18% 20,001
Mid Beacon Pointe Advisors, LLC $210,072 0.18% 19,931
Small CARDIFF PARK ADVISORS, LLC $209,566 0.18% 19,883
Small Fortitude Advisory Group L.L.C. $209,524 0.18% 19,879
Small TWO SIGMA SECURITIES, LLC Broker-Dealer $205,129 0.18% 19,462
Mid Prospera Financial Services Inc $195,580 0.17% 18,556
Mega ENVESTNET ASSET MANAGEMENT INC $188,223 0.16% 17,858
Mid Private Advisor Group, LLC $182,183 0.16% 17,285
Large HighTower Advisors, LLC $166,363 0.14% 15,784
Mid Concurrent Investment Advisors, LLC $161,662 0.14% 15,338
Micro Fund Advisors of America Inc/FL $160,555 0.14% 15,233
Large NewEdge Advisors, LLC $159,333 0.14% 15,117
Large Focus Partners Wealth $156,529 0.13% 14,851
Mid Sigma Planning Corp $152,176 0.13% 14,438
Mega ROYAL BANK OF CANADA Bank $150,722 0.13% 14,300
Large NATIONAL BANK OF CANADA /FI/ Bank $144,598 0.12% 13,719
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $143,955 0.12% 13,658
Mid INDEPENDENT FINANCIAL GROUP, LLC $141,520 0.12% 13,427
Large &PARTNERS $137,810 0.12% 13,075
Large FIFTH THIRD BANCORP Bank $125,299 0.11% 11,888
Small Oxbow Advisors, LLC $121,210 0.10% 11,500
Mid XTX Topco Ltd $119,818 0.10% 11,368
Small Aviance Capital Partners, LLC $115,275 0.10% 10,937
Mid WEDBUSH SECURITIES INC Broker-Dealer $113,146 0.10% 10,735
Mid Pinnacle Financial Partners, Inc. $112,799 0.10% 10,702
Mid Sanctuary Advisors, LLC $111,724 0.10% 10,600
Small MELFA WEALTH MANAGEMENT, INC. $108,287 0.09% 10,274
Large NOMURA HOLDINGS INC $106,981 0.09% 10,150
Small Sandy Cove Advisors, LLC $106,000 0.09% 10,000
Mid MONTAG A & ASSOCIATES INC $51,951 0.04% 4,929
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $22,123 0.02% 2,099
Mid Allworth Financial LP $16,979 0.01% 1,611
Small Salomon & Ludwin, LLC $16,864 0.01% 1,600
Large US BANCORP \DE\ Bank $15,810 0.01% 1,500
Mid CoreCap Advisors, LLC $14,840 0.01% 1,400
Small NBC SECURITIES, INC. Broker-Dealer $14,492 0.01% 1,375
Micro BARRETT & COMPANY, INC. $13,702 0.01% 1,300
Mega BNP PARIBAS ARBITRAGE, SA $12,236 0.01% 1,161
Mid Farther Finance Advisors, LLC $8,779 0.01% 833
Large Steward Partners Investment Advisory, LLC $2,635 0.00% 250
Mid HARBOUR INVESTMENTS, INC. $2,445 0.00% 232
Large Rockefeller Capital Management L.P. $2,371 0.00% 225
Small HIGHLINE WEALTH PARTNERS LLC $2,108 0.00% 200
Mid Larson Financial Group LLC $969 0.00% 92
Mid Tower Research Capital LLC (TRC) $158 0.00% 15
Mid WHITTIER TRUST CO OF NEVADA INC Bank $126 0.00% 12
Micro Allied Private Wealth LLC $106 0.00% 10
Large HUNTINGTON NATIONAL BANK Bank $10 0.00% 1
Key facts CIK 1258623 CUSIP 27828Q105 13F (30d) 6 filings 6 filers Visit website

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