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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, Q2 2022

Institutional positions in Eaton Vance Senior Floating-Rate Trust as of Jun 30, 2022. 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
79
−2 vs. Q1 2022
Shares held
7.08M
+670.4K (+10.5%) vs. Q1 2022
Total value
$86.9M
+$880.9K (+1.0%) vs. Q1 2022
New holders
9
27 more added
Sold out
11
17 more reduced

Compare with Q1 2022: new holders, sold out and not filed yet

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 holdersQ2 2022: 79 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 heldQ2 2022: $86.9M
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, Q2 2022

Shares, value and share of portfolio for each institution holding Eaton Vance Senior Floating-Rate Trust; share changes are against Q1 2022.

Institutions holding EFR in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Concord Wealth Partners20$00.00%00.0%Unchanged
Larson Financial Group LLC75$1.00K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.225$2.00K0.00%00.0%Unchanged
CWM, LLC125$2.00K0.00%00.0%Unchanged
National Bank of Canada219$3.00K0.00%00.0%Unchanged
Axim Planning & Wealth289$4.00K0.00%+289New
EverSource Wealth Advisors, LLC599$7.00K0.00%00.0%Unchanged
Geneos Wealth Management Inc.600$7.00K0.00%00.0%Unchanged
Addison Advisors LLC1,215$15.0K0.01%−3,333−73.3%Reduced
IFP Advisors, Inc1,000$15.0K0.00%00.0%Unchanged
US Bancorp1,500$18.0K0.00%00.0%Unchanged
Caldwell Trust Co1,500$18.4K0.00%−4,500−75.0%Reduced
Piscataqua Savings Bank1,586$19.0K0.02%00.0%Unchanged
Optimum Investment Advisors2,700$33.0K0.02%00.0%Unchanged
Accel Wealth Management3,000$36.0K0.02%00.0%Unchanged
Harbour Investments, Inc.3,232$40.0K0.00%+3,232New
Montag A & Associates Inc4,929$60.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC6,000$74.0K0.00%+1,200+25.0%Added
Private Trust Co NA6,600$81.0K0.01%+6,600New
JTC Employer Solutions Trusteee Ltd7,000$86.0K0.01%00.0%Unchanged
IHT Wealth Management, LLC10,884$134.0K0.01%00.0%Unchanged
Susquehanna International Group, LLP11,346$139.0K0.00%+11,346New
Synovus Financial Corp11,587$142.0K0.00%00.0%Unchanged
Fortitude Advisory Group L.L.C.12,464$153.0K0.14%+960+8.3%Added
Avantax Advisory Services, Inc.13,639$167.0K0.00%+1,755+14.8%Added
Commonwealth Equity Services, LLC14,025$172.0K0.00%00.0%Unchanged
Twin Focus Capital Partners, LLC14,000$172.0K0.04%00.0%Unchanged
Lumature Wealth Partners, LLC14,764$181.0K0.08%00.0%Unchanged
CPWM, LLC14,946$183.0K0.02%00.0%Unchanged
Financial Advocates Investment Management15,734$193.0K0.02%−3,313−17.4%Reduced
Wedbush Securities Inc16,237$199.0K0.01%+481+3.1%Added
Sigma Planning Corp16,373$201.0K0.01%+3,530+27.5%Added
Aviance Capital Partners, LLC16,609$204.0K0.05%00.0%Unchanged
Cetera Advisor Networks LLC17,424$214.0K0.00%−5,297−23.3%Reduced
Cetera Investment Advisers18,406$226.0K0.00%+6,543+55.2%Added
Horizon Kinetics Asset Management LLC20,001$245.0K0.01%00.0%Unchanged
Envestnet Asset Management Inc20,012$246.0K0.00%+3,532+21.4%Added
Sandy Spring Bank20,500$252.0K0.02%00.0%Unchanged
Highlander Capital Management, LLC21,068$259.0K0.14%+252+1.2%Added
Raymond James Financial Services Advisors, Inc.21,398$263.0K0.00%−5,285−19.8%Reduced
SFI Advisors, LLC21,440$263.0K0.29%00.0%Unchanged
Standard Family Office LLC22,000$270.0K2.68%+22,000New
Stratos Wealth Partners, LTD.22,069$271.0K0.01%+110.0%Added
Advisors Asset Management, Inc.25,707$315.0K0.01%+25,707New
Sandy Cove Advisors, LLC25,891$318.0K0.29%+14,519+127.7%Added
Royal Bank of Canada26,979$331.0K0.00%+7,621+39.4%Added
Intersect Capital LLC32,351$397.0K0.12%−153,722−82.6%Reduced
Prospera Financial Services Inc33,900$416.0K0.02%+6,000+21.5%Added
Shufro Rose & Co LLC34,600$425.0K0.04%00.0%Unchanged
Virtus ETF Advisers LLC36,805$452.0K0.17%+4,500+13.9%Added
Landscape Capital Management, L.L.C.38,104$468.0K0.06%+21,523+129.8%Added
Northwestern Mutual Wealth Management Co47,428$582.0K0.00%+4,621+10.8%Added
Cardiff Park Advisors, LLC47,883$588.0K0.09%−10,000−17.3%Reduced
WESCAP Management Group, Inc.48,903$600.0K0.21%00.0%Unchanged
Independent Wealth Network Inc.51,098$627.0K0.45%+5,330+11.6%Added
AEGON USA Investment Management, LLC62,291$764.0K0.41%+7,710+14.1%Added
Garner Asset Management Corp71,341$875.0K0.38%+9,716+15.8%Added
Cohen & Steers, Inc.71,684$880.0K0.00%+71,684New
LeJeune Puetz Investment Counsel LLC73,172$897.0K0.35%−792−1.1%Reduced
Capital Investment Advisors, LLC79,705$978.0K0.03%−22,667−22.1%Reduced
Oxbow Advisors, LLC86,349$1.06M0.15%−1,825−2.1%Reduced
CoreCap Advisors, LLC89,310$1.10M0.09%−16,525−15.6%Reduced
Ballew Advisors, Inc94,586$1.14M1.04%−2,144−2.2%Reduced
Cambridge Investment Research Advisors, Inc.99,752$1.22M0.01%−664−0.7%Reduced
LPL Financial LLC100,472$1.23M0.00%+13,021+14.9%Added
Shaker Financial Services, LLC136,683$1.68M0.82%+77,943+132.7%Added
Wells Fargo & Company139,403$1.71M0.00%+646+0.5%Added
Advisor Group Holdings, Inc.150,342$1.84M0.00%+87,199+138.1%Added
UBS Group AG171,497$2.10M0.00%−9,182−5.1%Reduced
Oaktree Capital Management LPSuperinvestorOaktree Capital224,450$2.75M0.03%+224,450New
Ameriprise Financial Inc229,887$2.82M0.00%+11,077+5.1%Added
Raymond James & Associates275,207$3.38M0.00%+152,843+124.9%Added
Shorepoint Capital Partners LLC319,970$3.93M1.66%+319,970New
Invesco Ltd.454,211$5.57M0.00%+102,130+29.0%Added
White Pine Capital LLC540,481$6.63M2.60%−42,243−7.2%Reduced
Marble Harbor Investment Counsel, LLC586,403$7.20M1.10%−5,700−1.0%Reduced
Guggenheim Capital LLC611,525$7.50M0.06%+40,879+7.2%Added
Morgan Stanley750,812$9.21M0.00%−67,533−8.3%Reduced
Bank of America Corp781,665$9.59M0.00%+63,633+8.9%Added
Geneva Partners, LLC0$00.00%−119,923−100.0%Sold out
V Wealth Advisors LLC0$00.00%−50,000−100.0%Sold out
HRT Financial LP0$00.00%−31,762−100.0%Sold out
GWM Advisors LLC0$00.00%−31,096−100.0%Sold out
St Germain D J Co Inc0$00.00%−20,000−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−15,750−100.0%Sold out
Millennium Management LLC0$00.00%−12,232−100.0%Sold out
Bluefin Capital Management, LLC0$00.00%−12,084−100.0%Sold out
Private Advisor Group, LLC0$00.00%−10,845−100.0%Sold out
Boston Private Wealth LLC0$00.00%−3,648−100.0%Sold out
Loring Wolcott & Coolidge Fiduciary Advisors LLP0$00.00%−2,000−100.0%Sold out