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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 2023

Institutional positions in Eaton Vance Senior Floating-Rate Trust as of Mar 31, 2023. 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
92
0 vs. Q4 2022
Shares held
7.61M
+110.4K (+1.5%) vs. Q4 2022
Total value
$86.3M
+$4.13M (+5.0%) vs. Q4 2022
New holders
12
26 more added
Sold out
12
20 more reduced

2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 92 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 2023: $86.3M
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 2023

Shares, value and share of portfolio for each institution holding Eaton Vance Senior Floating-Rate Trust; share changes are against Q4 2022.

Institutions holding EFR in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank–$110.00%––
FMR LLC1$110.00%+1New
Larson Financial Group LLC75$8500.00%00.0%Unchanged
GWM Advisors LLC125$1.42K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC550$6.23K0.00%+550New
EverSource Wealth Advisors, LLC599$6.79K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC749$8.49K0.00%+749New
Advisory Services Network, LLC756$8.56K0.00%00.0%Unchanged
Hollencrest Capital Management955$10.8K0.00%00.0%Unchanged
CWM, LLC1,125$13.0K0.00%+1,000+800.0%Added
IFP Advisors, Inc1,000$14.7K0.00%00.0%Unchanged
US Bancorp1,500$17.0K0.00%00.0%Unchanged
Caldwell Trust Co1,500$17.0K0.00%00.0%Unchanged
Piscataqua Savings Bank1,586$18.0K0.02%00.0%Unchanged
Barrett & Company, Inc.2,000$22.7K0.01%00.0%Unchanged
Harbour Investments, Inc.2,332$26.4K0.00%00.0%Unchanged
Accel Wealth Management3,000$34.0K0.01%00.0%Unchanged
National Bank of Canada3,219$36.6K0.00%+500+18.4%Added
Montag A & Associates Inc4,929$55.8K0.00%00.0%Unchanged
Elequin Capital LP5,612$63.6K0.04%−10,165−64.4%Reduced
Steward Partners Investment Advisory, LLC6,300$71.4K0.00%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd7,000$79.0K0.01%00.0%Unchanged
Jones Road Capital Management, L.P.9,448$107.0K0.10%+9,448New
Commonwealth Equity Services, LLC10,066$114.0K0.00%−500−4.7%Reduced
HRT Financial LP10,300$116.0K0.00%+10,300New
Baird Financial Group, Inc.10,316$116.9K0.00%00.0%Unchanged
Stratos Wealth Partners, LTD.10,675$120.9K0.00%00.0%Unchanged
Round Rock Advisors, LLC11,000$124.6K0.05%−1,000−8.3%Reduced
Cetera Investment Advisers11,377$128.9K0.00%−128−1.1%Reduced
Blue Bell Private Wealth Management, LLC11,498$130.3K0.04%+11,498New
Synovus Financial Corp11,587$131.3K0.00%00.0%Unchanged
Wade G W & Inc12,570$142.0K0.01%00.0%Unchanged
Integrated Capital Management, Inc.14,531$147.2K0.15%+296+2.1%Added
Aviance Capital Partners, LLC13,209$149.7K0.03%00.0%Unchanged
Landscape Capital Management, L.L.C.13,286$150.5K0.02%−18,275−57.9%Reduced
Kestra Advisory Services, LLC13,414$152.0K0.00%+13,414New
CI Private Wealth, LLC13,491$152.9K0.00%+13,491New
Twin Focus Capital Partners, LLC14,000$158.6K0.03%00.0%Unchanged
Avantax Advisory Services, Inc.14,049$159.2K0.00%00.0%Unchanged
Fortitude Advisory Group L.L.C.14,331$162.4K0.13%+961+7.2%Added
Lumature Wealth Partners, LLC14,764$167.3K0.09%00.0%Unchanged
Sigma Planning Corp15,417$174.7K0.01%+895+6.2%Added
Jane Street Group, LLC15,482$175.4K0.00%+15,482New
Financial Advocates Investment Management15,734$178.3K0.01%00.0%Unchanged
Wagner Wealth Management, LLC16,890$191.4K0.09%+5,549+48.9%Added
Prospera Financial Services Inc17,524$198.6K0.01%+81+0.5%Added
Northwestern Mutual Wealth Management Co18,361$208.0K0.00%−10,530−36.4%Reduced
Wedbush Securities Inc19,526$221.0K0.01%+4,058+26.2%Added
Cardiff Park Advisors, LLC19,883$225.3K0.03%00.0%Unchanged
Highlander Capital Management, LLC19,979$226.0K0.11%+133+0.7%Added
Horizon Kinetics Asset Management LLC20,001$226.6K0.00%00.0%Unchanged
Sandy Spring Bank20,500$232.3K0.01%00.0%Unchanged
Cerity Partners LLC24,000$271.9K0.00%+24,000New
Wolverine Asset Management LLC25,151$285.0K0.01%−80,217−76.1%Reduced
Virtus ETF Advisers LLC25,429$288.1K0.16%−1,658−6.1%Reduced
Royal Bank of Canada25,830$292.0K0.00%+1,500+6.2%Added
Sandy Cove Advisors, LLC25,949$294.0K0.21%+7,875+43.6%Added
Raymond James & Associates27,313$309.5K0.00%−7,697−22.0%Reduced
Pekin Hardy Strauss, Inc.27,600$312.7K0.05%−1,942−6.6%Reduced
Tactive Advisors, LLC31,671$358.8K0.27%+31,671New
Shufro Rose & Co LLC32,700$370.5K0.03%00.0%Unchanged
Oxbow Advisors, LLC34,096$386.3K0.07%+422+1.3%Added
WESCAP Management Group, Inc.37,600$426.0K0.15%00.0%Unchanged
Independent Wealth Network Inc.47,191$534.7K0.34%+1,047+2.3%Added
Relative Value Partners Group, LLC54,629$619.0K0.04%+54,629New
Garner Asset Management Corp60,689$688.0K0.33%−896−1.5%Reduced
AEGON USA Investment Management, LLC64,544$731.3K0.41%00.0%Unchanged
CNH Partners LLC75,866$859.6K0.03%+17,974+31.0%Added
Capital Investment Advisors, LLC77,316$876.0K0.03%−1,850−2.3%Reduced
Ballew Advisors, Inc78,638$928.7K0.68%−1,388−1.7%Reduced
LeJeune Puetz Investment Counsel LLC85,225$965.6K0.35%−947−1.1%Reduced
Park Avenue Securities LLC92,325$1.05M0.02%−7,167−7.2%Reduced
Cambridge Investment Research Advisors, Inc.98,411$1.11M0.01%+190.0%Added
Verity Asset Management, Inc.99,484$1.13M0.67%+9,031+10.0%Added
Wells Fargo & Company102,234$1.16M0.00%+45,476+80.1%Added
Envestnet Asset Management Inc107,913$1.22M0.00%−9,536−8.1%Reduced
LPL Financial LLC112,741$1.28M0.00%+2,736+2.5%Added
Sit Investment Associates Inc113,931$1.29M0.04%00.0%Unchanged
1607 Capital Partners, LLC116,200$1.32M0.09%00.0%Unchanged
Advisors Asset Management, Inc.119,201$1.35M0.03%+17,628+17.4%Added
UBS Group AG160,978$1.82M0.00%+612+0.4%Added
Advisor Group Holdings, Inc.219,904$2.49M0.00%+2,842+1.3%Added
Shaker Financial Services, LLC266,923$3.02M1.32%+3,146+1.2%Added
Ameriprise Financial Inc286,907$3.25M0.00%+38,751+15.6%Added
Oaktree Capital Management LPSuperinvestorOaktree Capital300,938$3.41M0.04%00.0%Unchanged
Cohen & Steers, Inc.378,258$4.29M0.01%+80,000+26.8%Added
White Pine Capital LLC456,532$5.17M2.01%−8,760−1.9%Reduced
Invesco Ltd.504,977$5.72M0.00%−33,150−6.2%Reduced
Morgan Stanley561,217$6.36M0.00%−8,431−1.5%Reduced
Guggenheim Capital LLC582,777$6.60M0.06%+15,286+2.7%Added
Marble Harbor Investment Counsel, LLC608,710$6.90M0.89%−10,175−1.6%Reduced
Bank of America Corp984,031$11.1M0.00%+123,357+14.3%Added
Logan Stone Capital, LLC0$00.00%−130,724−100.0%Sold out
Virtu Financial LLC0$00.00%−37,523−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−17,460−100.0%Sold out
Rivernorth Capital Management, LLC0$00.00%−13,393−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−12,991−100.0%Sold out
Weiss Asset Management LP0$00.00%−11,467−100.0%Sold out
StoneX Group Inc.0$00.00%−10,460−100.0%Sold out
Private Trust Co NA0$00.00%−4,600−100.0%Sold out