Who Owns EATON VANCE SR FLTNG RTE TR (EFR)? -- Institutional Holders (2026-06-30)
108 institutions reported holding $125.0M of EATON VANCE SR FLTNG RTE TR (EFR) in SEC 13F filings for 2026-06-30. Largest institutional holders: 1607 Capital Partners, LLC ($9.4M), Pathstone Holdings, LLC ($6.7M), AMERIPRISE FINANCIAL INC ($6.3M), Invesco Ltd. ($6.0M), Advisors Asset Management, Inc. ($6.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | 1607 Capital Partners, LLC | $9.4M | 889,618 | Trimmed |
| 2 | Pathstone Holdings, LLC | $6.7M | 631,630 | Trimmed |
| 3 | AMERIPRISE FINANCIAL INC | $6.3M | 593,268 | Added |
| 4 | Invesco Ltd. | $6.0M | 569,237 | Added |
| 5 | Advisors Asset Management, Inc. | $6.0M | 567,622 | Added |
| 6 | Saba Capital Management, L.P. | $5.8M | 544,453 | Added |
| 7 | LOOMIS SAYLES & CO L P | $5.1M | 479,834 | Added |
| 8 | BANK OF AMERICA CORP /DE/ | $5.0M | 468,927 | Trimmed |
| 9 | MORGAN STANLEY | $5.0M | 468,678 | Trimmed |
| 10 | WELLS FARGO & COMPANY/MN | $4.7M | 445,785 | Added |
| 11 | GUGGENHEIM CAPITAL LLC | $4.7M | 439,149 | Added |
| 12 | Gridiron Partners, LLC | $4.6M | 433,896 | Added |
| 13 | Logan Stone Capital, LLC | $4.1M | 389,253 | Trimmed |
| 14 | COHEN & STEERS, INC. | $3.7M | 352,902 | Hold |
| 15 | Marble Harbor Investment Counsel, LLC | $3.5M | 326,275 | New |
| 16 | Baird Financial Group, Inc. | $3.3M | 309,856 | Added |
| 17 | WOLVERINE ASSET MANAGEMENT LLC | $3.1M | 290,847 | Added |
| 18 | SIT INVESTMENT ASSOCIATES INC | $2.5M | 239,791 | Trimmed |
| 19 | Balyasny Asset Management L.P. | $2.3M | 220,390 | Trimmed |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.1M | 202,768 | Added |
| 21 | Ethos Financial Group, LLC | $2.0M | 193,316 | Trimmed |
| 22 | WHITE PINE CAPITAL LLC | $2.0M | 191,126 | Trimmed |
| 23 | LPL Financial LLC | $1.9M | 175,008 | Added |
| 24 | ICON ADVISERS INC/CO | $1.7M | 164,734 | Added |
| 25 | OSAIC HOLDINGS, INC. | $1.6M | 151,159 | Added |
Source: SEC Form 13F filings · as of 2026-06-30