EFR · Eaton Vance Senior Floating-Rate Trust

$10.53 -0.06 (-0.57%)

Market Cap

$310.88M

29.52M

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.

Quarter:

Holders: 101

Total Value: $125,074,178

Total Shares: 11,799,454

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 101 13F filers · Δ vs Mar 31, 2026

Top Holder

7.5%

−6.7 pts

Top 5

27.6%

−9.8 pts

Top 10

48.0%

−10.1 pts

HHI

341

Broadly held−151

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +3

Institutional value: +6.7%

Shares held: +6.0%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Micro Gridiron Partners, LLC	+364,446	433,896
Mid Saba Capital Management, L.P.	+282,697	544,453
Mega WELLS FARGO & COMPANY/MN	+272,837	445,785
Large LOOMIS SAYLES & CO L P	+133,152	479,834
Mega ENVESTNET ASSET MANAGEMENT INC	+114,707	132,565

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Small 1607 Capital Partners, LLC	−696,621	889,618
Large Pathstone Holdings, LLC	−249,371	631,630
Small Logan Stone Capital, LLC	−151,465	389,253
Mid SIT INVESTMENT ASSOCIATES INC	−46,300	239,791
Mega MORGAN STANLEY	−30,403	468,678

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small Marble Harbor Investment Counsel, LLC	326,275	$3,458,515
Small Atlas Wealth LLC	146,905	$1,557,193
Mid PARK AVENUE SECURITIES LLC	100,827	$1,068,766
Small Matisse Capital	100,012	$1,060,127
Micro INTEGRATED CAPITAL MANAGEMENT, INC.	22,810	$241,786

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large CWM, LLC	148,633	$1,566,591
Large READYSTATE ASSET MANAGEMENT LP	55,934	$589,544
Mega JANE STREET GROUP, LLC	25,826	$272,205
Small TWO SIGMA SECURITIES, LLC	19,462	$205,129
Mid INDEPENDENT FINANCIAL GROUP, LLC	13,427	$141,520

Filter: New 12 Increased 38 Reduced 27 Sold out 9 Unchanged 24

Showing 100 of 101

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

1607 Capital Partners, LLC

$9,429,950

7.54%

889,618

Pathstone Holdings, LLC

$6,695,277

5.35%

631,630

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ADVISOR PARTNERS II, LLC	629,331	$6,670,908	99.6%	Defined
Held directly	2,299	$24,369	0.4%	Sole

AMERIPRISE FINANCIAL INC

$6,288,640

5.03%

593,268

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	593,128	$6,287,156	100.0%	Defined
Ameriprise Bank, FSB	140	$1,484	0.0%	Defined

Invesco Ltd.

$6,033,912

4.82%

569,237

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Investment Advisers LLC	165,327	$1,752,466	29.0%	Defined
Invesco Capital Management LLC	403,910	$4,281,446	71.0%	Defined

Advisors Asset Management, Inc.

$6,016,793

4.81%

567,622

Saba Capital Management, L.P.

$5,771,201

4.61%

544,453

LOOMIS SAYLES & CO L P

$5,086,239

4.07%

479,834

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
LOOMIS SAYLES TRUST COMPANY, LLC	149,543	$1,585,155	31.2%	Defined
Held directly	330,291	$3,501,084	68.8%	Defined

BANK OF AMERICA CORP /DE/

$4,970,626

3.97%

468,927

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	468,927	$4,970,626	100.0%	Defined

MORGAN STANLEY

$4,967,986

3.97%

468,678

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	468,678	$4,967,986	100.0%	Defined

WELLS FARGO & COMPANY/MN

$4,725,320

3.78%

445,785

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	395,982	$4,197,409	88.8%	Defined
WELLS FARGO CLEARING SERVICES, LLC	49,803	$527,911	11.2%	Defined

GUGGENHEIM CAPITAL LLC

$4,654,979

3.72%

439,149

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GUGGENHEIM FUNDS DISTRIBUTORS, LLC	434,774	$4,608,604	99.0%	Defined
SECURITY INVESTORS LLC	4,375	$46,375	1.0%	Defined

Gridiron Partners, LLC

$4,599,297

3.68%

433,896

Logan Stone Capital, LLC

$4,126,081

3.30%

389,253

COHEN & STEERS, INC.

$3,740,761

2.99%

352,902

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Cohen & Steers Capital Management Inc	352,902	$3,740,761	100.0%	Sole

Marble Harbor Investment Counsel, LLC

$3,458,515

2.77%

326,275

Baird Financial Group, Inc.

$3,284,473

2.63%

309,856

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	309,856	$3,284,473	100.0%	Defined

WOLVERINE ASSET MANAGEMENT LLC

$3,082,978

2.46%

290,847

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wolverine Holdings, LLC	290,847	$3,082,978	100.0%	Defined

SIT INVESTMENT ASSOCIATES INC

$2,541,784

2.03%

239,791

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SIT FIXED INCOME ADVISORS II LLC /ADV	239,791	$2,541,784	100.0%	Sole

Balyasny Asset Management L.P.

$2,336,134

1.87%

220,390

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$2,149,340

1.72%

202,768

Ethos Financial Group, LLC

$2,049,149

1.64%

193,316

WHITE PINE CAPITAL LLC

$2,025,935

1.62%

191,126

LPL Financial LLC

$1,855,084

1.48%

175,008

ICON ADVISERS INC/CO

$1,746,180

1.40%

164,734

OSAIC HOLDINGS, INC.

$1,602,285

1.28%

151,159

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	130,004	$1,378,042	86.0%	Defined
Osaic Advisory Services, LLC	21,155	$224,243	14.0%	Defined

Atlas Wealth LLC

$1,557,193

1.25%

146,905

Verity Asset Management, Inc.

$1,536,236

1.23%

144,928

ENVESTNET ASSET MANAGEMENT INC

$1,405,189

1.12%

132,565

Collar Capital Management, LLC

$1,119,572

0.90%

105,620

PARK AVENUE SECURITIES LLC

$1,068,766

0.85%

100,827

Matisse Capital

$1,060,127

0.85%

100,012

HOURGLASS CAPITAL, LLC

$1,022,900

0.82%

96,500

GOLDMAN SACHS GROUP INC

$866,571

0.69%

81,752

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	81,752	$866,571	100.0%	Defined

Garner Asset Management Corp

$579,915

0.46%

54,709

Almitas Capital LLC

$576,565

0.46%

54,393

Altman Advisors, Inc.

$558,355

0.45%

52,675

Calamos Advisors LLC

$530,106

0.42%

50,010

Capital Investment Advisors, LLC

$493,620

0.39%

46,568

Cambridge Investment Research Advisors, Inc.

$490,260

0.39%

46,251

UBS Group AG

$445,294

0.36%

42,009

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	35,845	$379,957	85.3%	Defined
UBS AG	4,243	$44,975	10.1%	Defined
UBS Securities LLC	1,921	$20,362	4.6%	Defined

OPPENHEIMER & CO INC

$434,207

0.35%

40,963

SIMON QUICK ADVISORS, LLC

$414,396

0.33%

39,094

Cetera Investment Advisers

$413,474

0.33%

39,007

Hennion & Walsh Asset Management, Inc.

$361,735

0.29%

34,126

RAYMOND JAMES FINANCIAL INC

$339,729

0.27%

32,050

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	19,292	$204,495	60.2%	Defined
Raymond James Financial Services Advisors, Inc.	12,758	$135,234	39.8%	Defined

RWA WEALTH PARTNERS, LLC

$326,448

0.26%

30,797

Closed-End Fund Advisors, Inc.

$285,988

0.23%

26,980

SHUFRO ROSE & CO LLC

$272,420

0.22%

25,700

MAI Capital Management

$269,059

0.22%

25,383

WESCAP Management Group, Inc.

$257,611

0.21%

24,303

AEGON USA Investment Management, LLC

$255,672

0.20%

24,120

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TRANSAMERICA CORP	24,120	$255,672	100.0%	Defined

INTEGRATED CAPITAL MANAGEMENT, INC.

$241,786

0.19%

22,810

Fiduciary Alliance LLC

$229,437

0.18%

21,645

XTX Topco Ltd

$226,108

0.18%

21,331

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	21,331	$226,108	100.0%	Defined

HORIZON KINETICS ASSET MANAGEMENT LLC

$212,010

0.17%

20,001

NOMURA HOLDINGS INC

$212,000

0.17%

20,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NOMURA GLOBAL FINANCIAL PRODUCTS INC	20,000	$212,000	100.0%	Defined

CARDIFF PARK ADVISORS, LLC

$210,759

0.17%

19,883

Fortitude Advisory Group L.L.C.

$210,717

0.17%

19,879

ROYAL BANK OF CANADA

$201,007

0.16%

18,963

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	18,963	$201,007	100.0%	Defined

NATIONAL BANK OF CANADA /FI/

$192,591

0.15%

18,169

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
National Bank Financial Inc.	18,169	$192,591	100.0%	Defined

Beacon Pointe Advisors, LLC

$183,687

0.15%

17,329

Private Advisor Group, LLC

$183,221

0.15%

17,285

Prospera Financial Services Inc

$174,370

0.14%

16,450

Concurrent Investment Advisors, LLC

$162,667

0.13%

15,346

Fund Advisors of America Inc/FL

$161,575

0.13%

15,243

Sigma Planning Corp

$153,074

0.12%

14,441

HighTower Advisors, LLC

$152,396

0.12%

14,377

NewEdge Advisors, LLC

$152,375

0.12%

14,375

Focus Partners Wealth

$150,891

0.12%

14,235

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$144,880

0.12%

13,668

MML INVESTORS SERVICES, LLC

$142,114

0.11%

13,407

FIFTH THIRD BANCORP

$135,372

0.11%

12,771

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	12,771	$135,372	100.0%	Defined

HRT FINANCIAL LP

$132,722

0.11%

12,521

Oxbow Advisors, LLC

$121,900

0.10%

11,500

Aviance Capital Partners, LLC

$115,932

0.09%

10,937

Pinnacle Financial Partners, Inc.

$113,441

0.09%

10,702

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Synovus Securities, Inc.	10,702	$113,441	100.0%	Defined

Sanctuary Advisors, LLC

$113,080

0.09%

10,668

MELFA WEALTH MANAGEMENT, INC.

$108,904

0.09%

10,274

Sandy Cove Advisors, LLC

$106,000

0.08%

10,000

Integrated Wealth Concepts LLC

$55,003

0.04%

5,189

MONTAG A & ASSOCIATES INC

$52,247

0.04%

4,929

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

$22,249

0.02%

2,099

Steward Partners Investment Advisory, LLC

$19,058

0.02%

1,798

Salomon & Ludwin, LLC

$16,960

0.01%

1,600

US BANCORP \DE\

$15,900

0.01%

1,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	1,500	$15,900	100.0%	Defined

CoreCap Advisors, LLC

$14,840

0.01%

1,400

BARRETT & COMPANY, INC.

$13,780

0.01%

1,300

BNP PARIBAS ARBITRAGE, SA

$12,571

0.01%

1,186

Farther Finance Advisors, LLC

$10,229

0.01%

965

NBC SECURITIES, INC.

$3,975

0.00%

375

Tower Research Capital LLC (TRC)

$2,501

0.00%

236

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tower Research Capital Investments LLC	236	$2,501	100.0%	Other

HARBOUR INVESTMENTS, INC.

$2,459

0.00%

232

Rockefeller Capital Management L.P.

$2,385

0.00%

225

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	225	$2,385	100.0%	Defined

HIGHLINE WEALTH PARTNERS LLC

$2,120

0.00%

200

Larson Financial Group LLC

$996

0.00%

ASSETMARK, INC

$678

0.00%

JFS WEALTH ADVISORS, LLC

$636

0.00%

WHITTIER TRUST CO OF NEVADA INC

$127

0.00%

Allied Private Wealth LLC

$106

0.00%

HUNTINGTON NATIONAL BANK

$10

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	0	$0	0.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	18,294	$192,818	70.8%	Defined
Jane Street Global Trading, LLC	7,532	$79,387	29.2%	Defined

Key facts CIK 1258623 CUSIP 27828Q105 13F (30d) 82 filings 80 filers Visit website