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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 2023

Institutional positions in Eaton Vance Senior Floating-Rate Trust as of Jun 30, 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
83
−8 vs. Q1 2023
Shares held
7.49M
−41.6K (−0.6%) vs. Q1 2023
Total value
$88.0M
+$2.65M (+3.1%) vs. Q1 2023
New holders
3
20 more added
Sold out
11
24 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 2023: 83 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 2023: $88.0M
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 2023

Shares, value and share of portfolio for each institution holding Eaton Vance Senior Floating-Rate Trust; share changes are against Q1 2023.

Institutions holding EFR in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank–$120.00%––
FMR LLC1$120.00%00.0%Unchanged
Larson Financial Group LLC75$8810.00%00.0%Unchanged
GWM Advisors LLC125$1.47K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC550$6.46K0.00%00.0%Unchanged
Hollencrest Capital Management955$11.2K0.00%00.0%Unchanged
CWM, LLC1,154$14.0K0.00%+29+2.6%Added
IFP Advisors, Inc1,000$14.7K0.00%00.0%Unchanged
US Bancorp1,500$17.6K0.00%00.0%Unchanged
Caldwell Trust Co1,500$17.6K0.00%00.0%Unchanged
Piscataqua Savings Bank1,586$18.6K0.02%00.0%Unchanged
Barrett & Company, Inc.2,000$23.5K0.01%00.0%Unchanged
Harbour Investments, Inc.2,032$23.9K0.00%−300−12.9%Reduced
National Bank of Canada3,219$37.7K0.00%00.0%Unchanged
Montag A & Associates Inc4,929$57.9K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC6,300$74.0K0.00%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd7,000$82.0K0.01%00.0%Unchanged
JPMorgan Chase & Co7,906$92.9K0.00%+7,906New
Jones Road Capital Management, L.P.9,448$111.0K0.11%00.0%Unchanged
Baird Financial Group, Inc.10,316$121.2K0.00%00.0%Unchanged
Cetera Investment Advisers10,489$123.2K0.00%−888−7.8%Reduced
Stratos Wealth Partners, LTD.10,610$124.7K0.00%−65−0.6%Reduced
Blue Bell Private Wealth Management, LLC11,498$135.1K0.04%00.0%Unchanged
Synovus Financial Corp11,587$136.1K0.00%00.0%Unchanged
Wade G W & Inc12,570$148.0K0.01%00.0%Unchanged
Aviance Capital Partners, LLC13,209$155.2K0.03%00.0%Unchanged
Kestra Advisory Services, LLC13,383$157.3K0.00%−31−0.2%Reduced
CI Private Wealth, LLC13,491$158.5K0.00%00.0%Unchanged
Twin Focus Capital Partners, LLC14,000$164.5K0.03%00.0%Unchanged
Integrated Capital Management, Inc.14,382$169.0K0.15%−149−1.0%Reduced
Fortitude Advisory Group L.L.C.14,468$170.0K0.13%+137+1.0%Added
Lumature Wealth Partners, LLC14,764$173.5K0.10%00.0%Unchanged
Avantax Advisory Services, Inc.15,424$181.2K0.00%+1,375+9.8%Added
Financial Advocates Investment Management15,734$184.9K0.01%00.0%Unchanged
Sigma Planning Corp15,735$184.9K0.01%+318+2.1%Added
Koshinski Asset Management, Inc.16,623$195.3K0.02%+16,623New
Wedbush Securities Inc17,625$207.0K0.01%−1,901−9.7%Reduced
Prospera Financial Services Inc17,624$207.1K0.01%+100+0.6%Added
Northwestern Mutual Wealth Management Co17,861$209.9K0.00%−500−2.7%Reduced
Cardiff Park Advisors, LLC19,883$233.6K0.03%00.0%Unchanged
Horizon Kinetics Asset Management LLC20,001$235.0K0.01%00.0%Unchanged
Raymond James & Associates20,215$237.5K0.00%−7,098−26.0%Reduced
Highlander Capital Management, LLC20,334$239.0K0.11%+355+1.8%Added
Sandy Spring Bank20,500$240.9K0.01%00.0%Unchanged
Wagner Wealth Management, LLC22,510$264.5K0.10%+5,620+33.3%Added
Cerity Partners LLC24,000$282.0K0.00%00.0%Unchanged
Royal Bank of Canada24,385$287.0K0.00%−1,445−5.6%Reduced
Virtus ETF Advisers LLC24,898$292.6K0.17%−531−2.1%Reduced
Sandy Cove Advisors, LLC25,979$305.3K0.17%+30+0.1%Added
Pekin Hardy Strauss, Inc.27,600$324.3K0.05%00.0%Unchanged
Shufro Rose & Co LLC32,700$384.2K0.04%00.0%Unchanged
Oxbow Advisors, LLC34,496$405.3K0.06%+400+1.2%Added
WESCAP Management Group, Inc.37,600$441.8K0.15%00.0%Unchanged
Independent Wealth Network Inc.41,502$487.6K0.29%−5,689−12.1%Reduced
Tactive Advisors, LLC44,915$527.8K0.40%+13,244+41.8%Added
Sit Investment Associates Inc47,685$560.0K0.01%−66,246−58.1%Reduced
Relative Value Partners Group, LLC49,596$582.8K0.04%−5,033−9.2%Reduced
AEGON USA Investment Management, LLC64,544$758.4K0.44%00.0%Unchanged
Garner Asset Management Corp65,397$768.0K0.45%+4,708+7.8%Added
Capital Investment Advisors, LLC74,224$872.1K0.03%−3,092−4.0%Reduced
Ballew Advisors, Inc78,796$927.4K0.67%+158+0.2%Added
Adviser Investments LLC86,225$1.01M0.02%+86,225New
Park Avenue Securities LLC88,445$1.04M0.02%−3,880−4.2%Reduced
Cambridge Investment Research Advisors, Inc.95,738$1.13M0.01%−2,673−2.7%Reduced
Wells Fargo & Company102,947$1.21M0.00%+713+0.7%Added
CNH Partners LLC105,216$1.24M0.05%+29,350+38.7%Added
Envestnet Asset Management Inc106,371$1.25M0.00%−1,542−1.4%Reduced
Verity Asset Management, Inc.107,768$1.27M0.94%+8,284+8.3%Added
LPL Financial LLC113,684$1.34M0.00%+943+0.8%Added
1607 Capital Partners, LLC116,200$1.37M0.10%00.0%Unchanged
UBS Group AG151,984$1.79M0.00%−8,994−5.6%Reduced
Advisors Asset Management, Inc.171,007$2.01M0.04%+51,806+43.5%Added
Advisor Group Holdings, Inc.217,094$2.55M0.00%−2,810−1.3%Reduced
Shaker Financial Services, LLC221,220$2.60M1.14%−45,703−17.1%Reduced
Oaktree Capital Management LPSuperinvestorOaktree Capital300,938$3.54M0.05%00.0%Unchanged
Ameriprise Financial Inc304,238$3.57M0.00%+17,331+6.0%Added
Cohen & Steers, Inc.378,258$4.45M0.01%00.0%Unchanged
White Pine Capital LLC454,303$5.34M1.99%−2,229−0.5%Reduced
Guggenheim Capital LLC522,050$6.13M0.05%−60,727−10.4%Reduced
Invesco Ltd.532,798$6.26M0.00%+27,821+5.5%Added
Morgan Stanley560,337$6.58M0.00%−880−0.2%Reduced
Marble Harbor Investment Counsel, LLC607,210$7.13M0.90%−1,500−0.2%Reduced
Bank of America Corp988,899$11.6M0.00%+4,868+0.5%Added
Wolverine Asset Management LLC0$00.00%−25,151−100.0%Sold out
Jane Street Group, LLC0$00.00%−15,482−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−13,286−100.0%Sold out
Round Rock Advisors, LLC0$00.00%−11,000−100.0%Sold out
HRT Financial LP0$00.00%−10,300−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−10,066−100.0%Sold out
Elequin Capital LP0$00.00%−5,612−100.0%Sold out
Accel Wealth Management0$00.00%−3,000−100.0%Sold out
Advisory Services Network, LLC0$00.00%−756−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−749−100.0%Sold out
EverSource Wealth Advisors, LLC0$00.00%−599−100.0%Sold out
LeJeune Puetz Investment Counsel LLC––––Not filed