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EFR

EFR

Eaton Vance Senior Floating-Rate Trust• Financial Services

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
28
Partial Q3 2026
Total 13F value
$14.3M
Filed positions so far
New positions
2
This quarter
Sold positions
5
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Gridiron Partners, Llc

$4.7M453.7K2.37%+4.6%

Verity Asset Management, Inc.

$1.6M152.1K0.61%+4.9%

Park Avenue Securities Llc

$1.1M108.6K0.01%+7.7%

Collar Capital Management, Llc

$1.1M103.8K0.65%-1.7%

Matisse Capital

$1M100.0K0.41%Unchanged

Hourglass Capital, Llc

$1M96.5K0.21%+36.9%

Cambridge Investment Research Advisors, Inc.

$474K45.5K0.00%-1.6%

Capital Investment Advisors, Llc

$471K45.3K0.01%-2.8%

Oppenheimer & Co Inc

$427K41.0K0.00%+0.2%

Simon Quick Advisors, Llc

$398K38.2K0.02%-2.2%

Garner Asset Management Corp

$320K31.8K0.11%-41.9%

Aegon Usa Investment Management, Llc

$251K24.1K0.18%Unchanged

Fortitude Advisory Group L.L.C.

$226K21.8K0.09%+9.5%

Integrated Capital Management, Inc.

$213K20.5K0.15%-10.3%

Fiduciary Alliance Llc

$186K17.8K0.01%-17.6%

Concurrent Investment Advisors, Llc

$160K15.4K0.00%+0.1%

Sigma Planning Corp

$151K14.5K0.00%+0.3%

Tactive Advisors, Llc

$130K12.5K0.03%New Position

Aviance Capital Partners, Llc

$114K10.9K0.01%Unchanged

Advisory Solutions Group, Llc

$106K10.2K0.02%New Position

Montag A & Associates Inc

$51K4.9K0.00%Unchanged

Blue Bell Private Wealth Management, Llc

$36K3.5K0.00%+65.3%

Corecap Advisors, Llc

$25K2.4K0.00%+71.4%

Salomon & Ludwin, Llc

$17K1.6K0.00%Unchanged

Barrett & Company, Inc.

$14K1.3K0.00%Unchanged

Lanark Financial, Inc.

$4K3750.00%Unchanged

Highline Wealth Partners Llc

$2K2000.00%Unchanged

Farther Finance Advisors, Llc

$198190.00%-98.0%

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