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  • EFR Eaton Vance Senior Floating-Rate Trust

EFR

Eaton Vance Senior Floating-Rate Trust

Company with tickers: EFR

CIK
1258623
CUSIP
27828Q105
Shares Outstanding
29,523,618
13F Activity (30d)
86 filings 82 filers
Price
$10.48
Market Cap
$309.41M
52W High
$12.21
52W Low
$10.11
Price History Institutional Holders Short Volume Short Interest Fails to Deliver Financials SEC Filings Earnings Calls Insider Trades Congressional Trades
Holders: 98
Total Value: $117,349,434
Total Shares: 11,133,727

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 98 13F filers · Δ vs Dec 31, 2025
Top Holder
14.2%
Jun 2023 → Mar 2026 · range 9.9% – 15.0%
+1.0 pts
Top 5
37.3%
Jun 2023 → Mar 2026 · range 37.3% – 48.9%
−6.3 pts
Top 10
58.0%
Jun 2023 → Mar 2026 · range 58.0% – 73.0%
−5.9 pts
HHI
491
Jun 2023 → Mar 2026 · range 460 – 663
Broadly held −71

Quarterly Activity

vs Dec 31, 2025
New
14
Increased
30
Decreased
30
Sold Out
12
Unchanged
24
Holder count: +2
Institutional value: -2.6%
Shares held: +2.9%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds
Small 1607 Capital Partners, LLC +154,092 1,586,239
Mega AMERIPRISE FINANCIAL INC +143,173 566,404
Small WHITE PINE CAPITAL LLC +132,544 202,651
Small ICON ADVISERS INC/CO +58,870 108,870
Mega LPL Financial LLC +53,136 146,015

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds
Mega MORGAN STANLEY −459,231 499,081
Large Pathstone Holdings, LLC −319,350 881,001
Mid READYSTATE ASSET MANAGEMENT LP −83,484 55,934
Large GUGGENHEIM CAPITAL LLC −42,610 422,921
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO −36,214 183,955

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD)
Large LOOMIS SAYLES & CO L P 346,682 $3,654,028
Mid SIT INVESTMENT ASSOCIATES INC 286,091 $3,015,399
Mid Saba Capital Management, L.P. 261,756 $2,758,908
Small HOURGLASS CAPITAL, LLC 96,500 $1,017,110
Micro Gridiron Partners, LLC 69,450 $732,003

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD)
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC 332,805 $3,707,447
Small Shaker Financial Services, LLC 80,004 $891,244
Micro Oregon Pacific Wealth Management, LLC 27,448 $305,770
Micro Ballew Advisors, Inc 19,295 $214,946
Mid Virtu Financial LLC 13,234 $147,426
Filter: New 14 Increased 30 Reduced 30 Sold out 12 Unchanged 24
98 of 98 shown
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Action
Small 1607 Capital Partners, LLC $16,718,959 14.25% 1,586,239 View
Large Pathstone Holdings, LLC $9,285,749 7.91% 881,001 View
Mega AMERIPRISE FINANCIAL INC $5,969,897 5.09% 566,404 View
Mid Advisors Asset Management, Inc. $5,937,392 5.06% 563,320 View
Mega Invesco Ltd. $5,905,160 5.03% 560,262 View
Small Logan Stone Capital, LLC $5,699,167 4.86% 540,718 View
Mega MORGAN STANLEY $5,260,313 4.48% 499,081 View
Mega BANK OF AMERICA CORP /DE/ Bank $5,078,108 4.33% 481,794 View
Large GUGGENHEIM CAPITAL LLC $4,457,586 3.80% 422,921 View
Large COHEN & STEERS, INC. $3,719,587 3.17% 352,902 View
Large LOOMIS SAYLES & CO L P $3,654,028 3.11% 346,682 View
Mid SIT INVESTMENT ASSOCIATES INC $3,015,399 2.57% 286,091 View
Mid WOLVERINE ASSET MANAGEMENT LLC $2,807,845 2.39% 266,399 View
Mid Saba Capital Management, L.P. $2,758,908 2.35% 261,756 View
Large Baird Financial Group, Inc. $2,648,449 2.26% 251,276 View
Large Balyasny Asset Management L.P. $2,348,206 2.00% 222,790 View
Small Ethos Financial Group, LLC $2,166,359 1.85% 205,537 View
Small WHITE PINE CAPITAL LLC $2,135,941 1.82% 202,651 View
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1,938,885 1.65% 183,955 View
Mega WELLS FARGO & COMPANY/MN $1,822,871 1.55% 172,948 View
Large CWM, LLC $1,566,591 1.33% 148,633 View
Mega LPL Financial LLC $1,538,998 1.31% 146,015 View
Small Verity Asset Management, Inc. $1,506,967 1.28% 142,976 View
Small ICON ADVISERS INC/CO $1,147,489 0.98% 108,870 View
Small Collar Capital Management, LLC $1,135,368 0.97% 107,720 View
Small HOURGLASS CAPITAL, LLC $1,017,110 0.87% 96,500 View
Large OSAIC HOLDINGS, INC. $994,280 0.85% 94,334 View
Mega GOLDMAN SACHS GROUP INC $861,666 0.73% 81,752 View
Large Calamos Advisors LLC $811,864 0.69% 77,027 View
Micro Gridiron Partners, LLC $732,003 0.62% 69,450 View
Mid READYSTATE ASSET MANAGEMENT LP $589,544 0.50% 55,934 View
Small Garner Asset Management Corp $582,598 0.50% 55,275 View
Mid Hennion & Walsh Asset Management, Inc. $565,081 0.48% 53,613 View
Small Altman Advisors, Inc. $532,164 0.45% 50,490 View
Small Almitas Capital LLC $524,702 0.45% 49,782 View
Mid Capital Investment Advisors, LLC $502,873 0.43% 47,711 View
Large Cambridge Investment Research Advisors, Inc. $485,219 0.41% 46,036 View
Mega UBS Group AG $476,629 0.41% 45,221 View
Mid OPPENHEIMER & CO INC $420,609 0.36% 39,906 View
Small SIMON QUICK ADVISORS, LLC $404,282 0.34% 38,357 View
Mega RAYMOND JAMES FINANCIAL INC $343,845 0.29% 32,623 View
Mid RWA WEALTH PARTNERS, LLC $329,870 0.28% 31,297 View
Small Fiduciary Alliance LLC $328,795 0.28% 31,195 View
Small SHUFRO ROSE & CO LLC $279,310 0.24% 26,500 View
Large Cetera Investment Advisers $272,437 0.23% 25,848 View
Mega JANE STREET GROUP, LLC $272,205 0.23% 25,826 View
Mid MAI Capital Management $267,610 0.23% 25,390 View
Small Sandy Cove Advisors, LLC $261,919 0.22% 24,850 View
Micro WESCAP Management Group, Inc. $256,153 0.22% 24,303 View
Micro AEGON USA Investment Management, LLC $254,224 0.22% 24,120 View
Micro Closed-End Fund Advisors, Inc. $222,141 0.19% 21,076 View
Mid HORIZON KINETICS ASSET MANAGEMENT LLC $210,810 0.18% 20,001 View
Mid Beacon Pointe Advisors, LLC $210,072 0.18% 19,931 View
Small CARDIFF PARK ADVISORS, LLC $209,566 0.18% 19,883 View
Small Fortitude Advisory Group L.L.C. $209,524 0.18% 19,879 View
Small TWO SIGMA SECURITIES, LLC Broker-Dealer $205,129 0.17% 19,462 View
Mid Prospera Financial Services Inc $195,580 0.17% 18,556 View
Mega ENVESTNET ASSET MANAGEMENT INC $188,223 0.16% 17,858 View
Mid Private Advisor Group, LLC $182,183 0.16% 17,285 View
Large HighTower Advisors, LLC $166,363 0.14% 15,784 View
Mid Concurrent Investment Advisors, LLC $161,662 0.14% 15,338 View
Micro Fund Advisors of America Inc/FL $160,555 0.14% 15,233 View
Mid NewEdge Advisors, LLC $159,333 0.14% 15,117 View
Large Focus Partners Wealth $156,529 0.13% 14,851 View
Mid Sigma Planning Corp $152,176 0.13% 14,438 View
Mega ROYAL BANK OF CANADA Bank $150,722 0.13% 14,300 View
Large NATIONAL BANK OF CANADA /FI/ Bank $144,598 0.12% 13,719 View
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $143,955 0.12% 13,658 View
Mid INDEPENDENT FINANCIAL GROUP, LLC $141,520 0.12% 13,427 View
Large &PARTNERS $137,810 0.12% 13,075 View
Large FIFTH THIRD BANCORP Bank $125,299 0.11% 11,888 View
Small Oxbow Advisors, LLC $121,210 0.10% 11,500 View
Mid XTX Topco Ltd $119,818 0.10% 11,368 View
Small Aviance Capital Partners, LLC $115,275 0.10% 10,937 View
Mid WEDBUSH SECURITIES INC Broker-Dealer $113,146 0.10% 10,735 View
Mid Pinnacle Financial Partners, Inc. $112,799 0.10% 10,702 View
Mid Sanctuary Advisors, LLC $111,724 0.10% 10,600 View
Small MELFA WEALTH MANAGEMENT, INC. $108,287 0.09% 10,274 View
Large NOMURA HOLDINGS INC $106,981 0.09% 10,150 View
Mid MONTAG A & ASSOCIATES INC $51,951 0.04% 4,929 View
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $22,123 0.02% 2,099 View
Mid Allworth Financial LP $16,979 0.01% 1,611 View
Small Salomon & Ludwin, LLC $16,864 0.01% 1,600 View
Small Piscataqua Savings Bank Bank $16,716 0.01% 1,586 View
Large US BANCORP \DE\ Bank $15,810 0.01% 1,500 View
Small CoreCap Advisors, LLC $14,756 0.01% 1,400 View
Small NBC SECURITIES, INC. Broker-Dealer $14,492 0.01% 1,375 View
Micro BARRETT & COMPANY, INC. $13,702 0.01% 1,300 View
Mega BNP PARIBAS ARBITRAGE, SA $12,236 0.01% 1,161 View
Mid Farther Finance Advisors, LLC $8,779 0.01% 833 View
Large Steward Partners Investment Advisory, LLC $2,635 0.00% 250 View
Mid HARBOUR INVESTMENTS, INC. $2,445 0.00% 232 View
Large Rockefeller Capital Management L.P. $2,371 0.00% 225 View
Small HIGHLINE WEALTH PARTNERS LLC $2,108 0.00% 200 View
Mid Larson Financial Group LLC $969 0.00% 92 View
Mid Tower Research Capital LLC (TRC) $158 0.00% 15 View
Mid WHITTIER TRUST CO OF NEVADA INC Bank $126 0.00% 12 View
Large HUNTINGTON NATIONAL BANK Bank $10 0.00% 1 View

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