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Eaton Vance Senior Floating-Rate Trust

EFR
Exchange
NYSE
SEC CIK
0001258623

No open-market purchases or sales by Eaton Vance Senior Floating-Rate Trust insiders were filed in the last 90 days; 100 institutions reported holding it in 13F filings for Q2 2026, worth $124.9M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Eaton Vance Senior Floating-Rate Trust as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
94
No complete 13F data for Q4 2020
Shares held
13.8M
No complete 13F data for Q4 2020
Total value
$190.7M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting EFR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 94 institutions
Q1 2021: 94 institutionsQ2 2021: 90 institutionsQ3 2021: 73 institutionsQ4 2021: 86 institutionsQ1 2022: 81 institutionsQ2 2022: 79 institutionsQ3 2022: 85 institutionsQ4 2022: 94 institutionsQ1 2023: 92 institutionsQ2 2023: 83 institutionsQ3 2023: 88 institutionsQ4 2023: 87 institutionsQ1 2024: 87 institutionsQ2 2024: 82 institutionsQ3 2024: 90 institutionsQ4 2024: 95 institutionsQ1 2025: 88 institutionsQ2 2025: 89 institutionsQ3 2025: 98 institutionsQ4 2025: 97 institutionsQ1 2026: 98 institutionsQ2 2026: 100 institutions
Value heldQ1 2021: $190.7M
Q1 2021: $190.7MQ2 2021: $192.4MQ3 2021: $94.5MQ4 2021: $101.8MQ1 2022: $86.0MQ2 2022: $86.9MQ3 2022: $78.0MQ4 2022: $82.9MQ1 2023: $86.3MQ2 2023: $88.0MQ3 2023: $89.6MQ4 2023: $91.6MQ1 2024: $89.8MQ2 2024: $83.9MQ3 2024: $83.7MQ4 2024: $90.2MQ1 2025: $89.5MQ2 2025: $95.6MQ3 2025: $105.3MQ4 2025: $123.3MQ1 2026: $117.3MQ2 2026: $124.9M
Institutions holding EFR and their total value by quarter
QuarterHoldersValue
Q2 2026100$124.9M
Q1 202698$117.3M
Q4 202597$123.3M
Q3 202598$105.3M
Q2 202589$95.6M
Q1 202588$89.5M
Q4 202495$90.2M
Q3 202490$83.7M
Q2 202482$83.9M
Q1 202487$89.8M
Q4 202387$91.6M
Q3 202388$89.6M
Q2 202383$88.0M
Q1 202392$86.3M
Q4 202294$82.9M
Q3 202285$78.0M
Q2 202279$86.9M
Q1 202281$86.0M
Q4 202186$101.8M
Q3 202173$94.5M
Q2 202190$192.4M
Q1 202194$190.7M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Eaton Vance Senior Floating-Rate Trust.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding EFR in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Saba Capital Management, L.P.3,498,624$48.2M1.97%––
Lindbrook Capital, LLC850,657$11.7M2.68%––
Oak Hill Advisors LP795,017$11.0M2.09%––
Elliott Investment Management L.P.SuperinvestorElliott Investment Management556,064$7.67M0.10%––
Invesco Ltd.552,018$7.61M0.00%––
City of London Investment Management Co Ltd506,352$6.99M0.39%––
Marble Harbor Investment Counsel, LLC491,600$6.78M0.93%––
Rivernorth Capital Management, LLC421,089$5.81M0.35%––
Capital Investment Advisors, LLC394,119$5.43M0.20%––
Guggenheim Capital LLC388,856$5.36M0.04%––
Ballew Advisors, Inc350,140$4.85M1.79%––
White Pine Capital LLC348,626$4.81M1.53%––
Cohen & Steers, Inc.333,680$4.60M0.01%––
Bank of America Corp312,012$4.30M0.00%––
HBK Investments L P301,200$4.15M0.05%––
Morgan Stanley297,107$4.10M0.00%––
UBS Group AG285,812$3.94M0.00%––
Goldman Sachs Group Inc249,392$3.44M0.00%––
Prudential PLC226,450$3.12M0.02%––
Advisors Asset Management, Inc.223,068$3.08M0.05%––
Wells Fargo & Company219,502$3.03M0.00%––
Advisor Group Holdings, Inc.211,304$2.91M0.01%––
Cambridge Investment Research Advisors, Inc.189,368$2.61M0.01%––
Ameriprise Financial Inc187,078$2.58M0.00%––
Baird Financial Group, Inc.160,256$2.21M0.01%––
Sit Investment Associates Inc95,975$1.32M0.03%––
Oxbow Advisors, LLC87,896$1.21M0.15%––
LeJeune Puetz Investment Counsel LLC78,975$1.09M0.43%––
Shaker Financial Services, LLC78,065$1.08M0.43%––
Envestnet Asset Management Inc75,113$1.04M0.00%––
Intersect Capital LLC64,018$883.0K0.18%––
Park Avenue Securities LLC63,117$870.0K0.02%––
LPL Financial LLC59,140$816.0K0.00%––
WESCAP Management Group, Inc.55,088$759.0K0.21%––
Garner Asset Management Corp53,517$738.0K0.39%––
Northwestern Mutual Wealth Management Co48,653$671.0K0.00%––
Intellectus Partners, LLC37,242$514.0K0.14%––
Deutsche Bank AG37,147$512.0K0.00%––
Royal Bank of Canada33,342$460.0K0.00%––
Shufro Rose & Co LLC29,000$400.0K0.03%––
Rock Point Advisors, LLC27,725$382.0K0.12%––
Sigma Planning Corp27,265$376.0K0.01%––
CPWM, LLC27,150$374.0K0.03%––
Prospera Financial Services Inc26,225$362.0K0.02%––
Financial Advocates Investment Management25,709$355.0K0.03%––
Raymond James Financial Services Advisors, Inc.24,384$336.0K0.00%––
Virtus ETF Advisers LLC24,329$335.0K0.14%––
Highlander Capital Management, LLC22,322$308.0K0.16%––
Commonwealth Equity Services, LLC20,905$288.0K0.00%––
Aviance Capital Partners, LLC20,622$284.0K0.05%––
Sandy Spring Bank20,500$283.0K0.02%––
St Germain D J Co Inc20,000$276.0K0.02%––
Horizon Kinetics Asset Management LLC20,001$276.0K0.01%––
Stifel Financial Corp18,875$260.0K0.00%––
Millennium Management LLC18,099$250.0K0.00%––
Stratos Wealth Partners, LTD.17,974$248.0K0.01%––
Thrivent Financial for Lutherans17,820$246.0K0.00%––
Lumature Wealth Partners, LLC14,764$204.0K0.11%––
Twin Focus Capital Partners, LLC14,000$193.0K0.06%––
Stephens Inc13,308$184.0K0.00%––
Cetera Investment Advisers12,406$171.0K0.00%––
IHT Wealth Management, LLC12,234$169.0K0.01%––
Cetera Advisor Networks LLC12,070$166.0K0.00%––
MML Investors Services, LLC11,320$156.0K0.00%––
Robinson Capital Management, LLC11,338$156.0K0.08%––
Oppenheimer & Co Inc11,000$152.0K0.00%––
Scotia Capital Inc.10,471$144.0K0.00%––
Integrated Capital Management, Inc.10,310$142.0K0.13%––
Optimum Investment Advisors8,100$112.0K0.03%––
FNY Investment Advisers, LLC7,866$108.0K0.04%––
Steward Partners Investment Advisory, LLC6,800$93.8K0.00%––
Spire Wealth Management4,800$66.0K0.00%––
Barclays PLC4,000$57.0K0.00%––
Harbour Investments, Inc.3,751$52.0K0.00%––
Belmont Capital, LLC3,806$52.0K0.06%––
Eaton Vance Management3,614$50.0K0.00%––
Boston Private Wealth LLC3,648$50.0K0.00%––
Caldwell Trust Co3,000$41.4K0.01%––
Accel Wealth Management3,000$41.0K0.03%––
Montag A & Associates Inc2,029$28.0K0.00%––
Carroll Financial Associates, Inc.1,906$26.0K0.00%––
JPMorgan Chase & Co1,819$25.0K0.00%––
US Bancorp1,500$21.0K0.00%––
Robbins Farley LLC1,500$21.0K0.02%––
Citigroup Inc655$9.00K0.00%––
International Assets Investment Management, LLC718$9.00K0.00%––
Geneos Wealth Management Inc.600$8.00K0.00%––
Fifth Third Bancorp499$7.00K0.00%––
NEXT Financial Group, Inc416$6.00K0.00%––
The PNC Financial Services Group, Inc.212$3.00K0.00%––
Rockefeller Capital Management L.P.225$3.00K0.00%––
CWM, LLC145$2.00K0.00%––
Sowell Financial Services LLC105$1.00K0.00%––
HBC Financial Services, PLLC1$220.00%––