EFR Eaton Vance Senior Floating-Rate Trust
Eaton Vance Senior Floating-Rate Trust (EFR) Institutional Ownership
What the institutions did with EFR last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| 1607 Capital Partners, LLC | 889.6K | 7.5% |
| Pathstone Holdings, LLC | 631.6K | 5.3% |
| AMERIPRISE FINANCIAL INC | 593.3K | 5.0% |
| Invesco Ltd. | 569.2K | 4.8% |
| Advisors Asset Management, Inc. | 567.6K | 4.8% |
| Saba Capital Management, L.P. | 544.5K | 4.6% |
| LOOMIS SAYLES & CO L P | 479.8K | 4.1% |
| BANK OF AMERICA CORP /DE/ | 468.9K | 4.0% |
| MORGAN STANLEY | 468.7K | 4.0% |
| WELLS FARGO & COMPANY/MN | 445.8K | 3.8% |
| GUGGENHEIM CAPITAL LLC | 439.1K | 3.7% |
| Gridiron Partners, LLC | 433.9K | 3.7% |
| Logan Stone Capital, LLC | 389.3K | 3.3% |
| COHEN & STEERS, INC. | 352.9K | 3.0% |
| Marble Harbor Investment Counsel, LLC | 326.3K | 2.8% |
| Baird Financial Group, Inc. | 309.9K | 2.6% |
| WOLVERINE ASSET MANAGEMENT LLC | 290.8K | 2.5% |
| SIT INVESTMENT ASSOCIATES INC | 239.8K | 2.0% |
| Balyasny Asset Management L.P. | 220.4K | 1.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 202.8K | 1.7% |
| Ethos Financial Group, LLC | 193.3K | 1.6% |
| WHITE PINE CAPITAL LLC | 191.1K | 1.6% |
| LPL Financial LLC | 175.0K | 1.5% |
| ICON ADVISERS INC/CO | 164.7K | 1.4% |
| OSAIC HOLDINGS, INC. | 151.2K | 1.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| 1607 Capital Partners, LLC | Reduced | 1.6M | 889.6K | -696.6K |
| Gridiron Partners, LLC | Increased | 69.5K | 433.9K | +364.4K |
| Marble Harbor Investment Counsel, LLC | New | 0 | 326.3K | +326.3K |
| Saba Capital Management, L.P. | Increased | 261.8K | 544.5K | +282.7K |
| WELLS FARGO & COMPANY/MN | Increased | 172.9K | 445.8K | +272.8K |
| Pathstone Holdings, LLC | Reduced | 881.0K | 631.6K | -249.4K |
| WHITE PINE CAPITAL LLC | Reduced | 405.3K | 191.1K | -214.2K |
| Logan Stone Capital, LLC | Reduced | 540.7K | 389.3K | -151.5K |
| Atlas Wealth LLC | New | 0 | 146.9K | +146.9K |
| LOOMIS SAYLES & CO L P | Increased | 346.7K | 479.8K | +133.2K |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 17.9K | 132.6K | +114.7K |
| PARK AVENUE SECURITIES LLC | New | 0 | 100.8K | +100.8K |
| Matisse Capital | New | 0 | 100.0K | +100.0K |
| Baird Financial Group, Inc. | Increased | 251.3K | 309.9K | +58.6K |
| OSAIC HOLDINGS, INC. | Increased | 94.3K | 151.2K | +56.8K |
| READYSTATE ASSET MANAGEMENT LP | Sold Out | 55.9K | 0 | -55.9K |
| ICON ADVISERS INC/CO | Increased | 108.9K | 164.7K | +55.9K |
| Cambridge Investment Research Advisors, Inc. | Increased | 46.0K | 92.5K | +46.5K |
| SIT INVESTMENT ASSOCIATES INC | Reduced | 286.1K | 239.8K | -46.3K |
| MORGAN STANLEY | Reduced | 499.1K | 468.7K | -30.4K |
| LPL Financial LLC | Increased | 146.0K | 175.0K | +29.0K |
| Calamos Advisors LLC | Reduced | 77.0K | 50.0K | -27.0K |
| AMERIPRISE FINANCIAL INC | Increased | 566.4K | 593.3K | +26.9K |
| JANE STREET GROUP, LLC | Sold Out | 25.8K | 0 | -25.8K |
| WOLVERINE ASSET MANAGEMENT LLC | Increased | 266.4K | 290.8K | +24.4K |
| INTEGRATED CAPITAL MANAGEMENT, INC. | New | 0 | 22.8K | +22.8K |
| Hennion & Walsh Asset Management, Inc. | Reduced | 53.6K | 34.1K | -19.5K |
| TWO SIGMA SECURITIES, LLC | Sold Out | 19.5K | 0 | -19.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Increased | 184.0K | 202.8K | +18.8K |
| GUGGENHEIM CAPITAL LLC | Increased | 422.9K | 439.1K | +16.2K |
| Sandy Cove Advisors, LLC | Reduced | 24.9K | 10.0K | -14.9K |
| INDEPENDENT FINANCIAL GROUP, LLC | Sold Out | 13.4K | 0 | -13.4K |
| MML INVESTORS SERVICES, LLC | New | 0 | 13.4K | +13.4K |
| Cetera Investment Advisers | Increased | 25.8K | 39.0K | +13.2K |
| &PARTNERS | Sold Out | 13.1K | 0 | -13.1K |
| BANK OF AMERICA CORP /DE/ | Reduced | 481.8K | 468.9K | -12.9K |
| HRT FINANCIAL LP | New | 0 | 12.5K | +12.5K |
| Ethos Financial Group, LLC | Reduced | 205.5K | 193.3K | -12.2K |
| WEDBUSH SECURITIES INC | Sold Out | 10.7K | 0 | -10.7K |
| XTX Topco Ltd | Increased | 11.4K | 21.3K | +10.0K |
| NOMURA HOLDINGS INC | Increased | 10.2K | 20.0K | +9.9K |
| Fiduciary Alliance LLC | Reduced | 31.2K | 21.6K | -9.6K |
| Invesco Ltd. | Increased | 560.3K | 569.2K | +9.0K |
| Closed-End Fund Advisors, Inc. | Increased | 21.1K | 27.0K | +5.9K |
| Integrated Wealth Concepts LLC | New | 0 | 5.2K | +5.2K |
| ROYAL BANK OF CANADA | Increased | 14.3K | 19.0K | +4.7K |
| Almitas Capital LLC | Increased | 49.8K | 54.4K | +4.6K |
| NATIONAL BANK OF CANADA /FI/ | Increased | 13.7K | 18.2K | +4.5K |
| Advisors Asset Management, Inc. | Increased | 563.3K | 567.6K | +4.3K |
| UBS Group AG | Reduced | 45.2K | 42.0K | -3.2K |
| Beacon Pointe Advisors, LLC | Reduced | 19.9K | 17.3K | -2.6K |
| Balyasny Asset Management L.P. | Reduced | 222.8K | 220.4K | -2.4K |
| Altman Advisors, Inc. | Increased | 50.5K | 52.7K | +2.2K |
| Prospera Financial Services Inc | Reduced | 18.6K | 16.5K | -2.1K |
| Collar Capital Management, LLC | Reduced | 107.7K | 105.6K | -2.1K |
| Verity Asset Management, Inc. | Increased | 143.0K | 144.9K | +2.0K |
| Allworth Financial LP | Sold Out | 1.6K | 0 | -1.6K |
| Piscataqua Savings Bank | Sold Out | 1.6K | 0 | -1.6K |
| Steward Partners Investment Advisory, LLC | Increased | 250 | 1.8K | +1.5K |
| HighTower Advisors, LLC | Reduced | 15.8K | 14.4K | -1.4K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.