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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 2025

Institutional positions in Eaton Vance Senior Floating-Rate Trust as of Mar 31, 2025. 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
88
−7 vs. Q4 2024
Shares held
7.32M
+262.3K (+3.7%) vs. Q4 2024
Total value
$89.5M
−$720.7K (−0.8%) vs. Q4 2024
New holders
5
28 more added
Sold out
12
27 more reduced

Compare with Q4 2024: 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 2025: 88 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 2025: $89.5M
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 2025

Shares, value and share of portfolio for each institution holding Eaton Vance Senior Floating-Rate Trust; share changes are against Q4 2024.

Institutions holding EFR in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank–$120.00%––
Tower Research Capital LLC (TRC)7$860.00%00.0%Unchanged
Ameriflex Group, Inc.70$8580.00%00.0%Unchanged
Larson Financial Group LLC84$1.03K0.00%+1+1.2%Added
CWM, LLC151$2.00K0.00%+3+2.0%Added
GPS Wealth Strategies Group, LLC550$6.74K0.00%00.0%Unchanged
Future Financial Wealth Managment LLC800$9.80K0.01%00.0%Unchanged
US Bancorp1,500$18.4K0.00%00.0%Unchanged
Allworth Financial LP1,600$18.8K0.00%00.0%Unchanged
Piscataqua Savings Bank1,586$19.4K0.02%00.0%Unchanged
Salomon & Ludwin, LLC1,600$19.6K0.00%00.0%Unchanged
Harbour Investments, Inc.1,732$21.2K0.00%00.0%Unchanged
Barrett & Company, Inc.2,000$24.5K0.01%00.0%Unchanged
NBC Securities, Inc.2,375$29.0K0.00%+2,373+118,650.0%Added
Comerica Bank3,000$36.8K0.00%00.0%Unchanged
National Bank of Canada3,619$44.2K0.00%+100+2.8%Added
Montag A & Associates Inc4,929$60.4K0.00%00.0%Unchanged
Elequin Capital LP6,756$82.8K0.02%+5,364+385.3%Added
Dunhill Financial, LLC6,780$83.1K0.04%−450−6.2%Reduced
JTC Employer Solutions Trusteee Ltd7,000$86.0K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC8,200$100.5K0.00%+900+12.3%Added
Cullen/Frost Bankers, Inc.10,000$122.5K0.00%00.0%Unchanged
IHT Wealth Management, LLC10,490$128.5K0.00%00.0%Unchanged
Synovus Financial Corp10,702$131.1K0.00%00.0%Unchanged
Envestnet Asset Management Inc10,702$131.1K0.00%00.0%Unchanged
Aviance Capital Partners, LLC10,937$134.0K0.02%00.0%Unchanged
Commonwealth Equity Services, LLC11,255$138.0K0.00%+56+0.5%Added
Stifel Financial Corp11,672$143.0K0.00%−1,521−11.5%Reduced
Wiley Bros.-Aintree Capital, LLC12,239$149.8K0.00%+12,239New
Sanctuary Advisors, LLC12,234$149.9K0.00%+49+0.4%Added
Susquehanna International Group, LLP12,286$150.5K0.00%+12,286New
CI Private Wealth, LLC13,491$165.3K0.00%00.0%Unchanged
Sigma Planning Corp14,198$173.9K0.01%+783+5.8%Added
Colony Group, LLC14,265$174.7K0.00%+255+1.8%Added
Independent Financial Group, LLC14,550$178.2K0.01%+200+1.4%Added
Wealth Enhancement Advisory Services, LLC14,831$181.7K0.00%−2,000−11.9%Reduced
Concurrent Investment Advisors, LLC14,917$182.7K0.00%00.0%Unchanged
Oxbow Advisors, LLC15,100$185.0K0.02%00.0%Unchanged
J.W. Cole Advisors, Inc.16,298$199.6K0.01%+2,484+18.0%Added
Kane Investment Management, Inc.17,083$209.3K0.10%−1,919−10.1%Reduced
Fortitude Advisory Group L.L.C.18,613$213.9K0.15%+115+0.6%Added
Prospera Financial Services Inc17,467$214.0K0.00%+2,030+13.2%Added
Private Advisor Group, LLC18,285$224.0K0.00%+4,900+36.6%Added
Cerity Partners LLC18,500$226.6K0.00%00.0%Unchanged
Wedbush Securities Inc19,144$235.0K0.01%−873−4.4%Reduced
Cardiff Park Advisors, LLC19,883$243.6K0.02%00.0%Unchanged
Royal Bank of Canada20,243$248.0K0.00%−1,334−6.2%Reduced
Sandy Spring Bank20,500$251.1K0.01%00.0%Unchanged
Advisor OS, LLC21,823$267.3K0.03%−1,173−5.1%Reduced
Koshinski Asset Management, Inc.24,121$295.5K0.03%−1,173−4.6%Reduced
Beaird Harris Wealth Management, LLC24,289$297.5K0.03%+532+2.2%Added
Wolverine Asset Management LLC24,584$301.2K0.01%+24,584New
MAI Capital Management25,354$310.6K0.00%+380+1.5%Added
Sandy Cove Advisors, LLC26,217$321.2K0.13%−170−0.6%Reduced
Readystate Asset Management LP26,398$323.4K0.02%+35+0.1%Added
Shufro Rose & Co LLC26,700$327.1K0.03%00.0%Unchanged
Advisor Group Holdings, Inc.27,488$336.7K0.00%+14,076+105.0%Added
Horizon Kinetics Asset Management LLC27,801$340.6K0.00%00.0%Unchanged
Oppenheimer & Co Inc27,866$341.4K0.01%−296−1.1%Reduced
Oregon Pacific Wealth Management, LLC28,698$351.6K0.35%+681+2.4%Added
Avantax Advisory Services, Inc.29,916$366.5K0.00%−240−0.8%Reduced
Ballew Advisors, Inc35,953$412.4K0.28%−30−0.1%Reduced
WESCAP Management Group, Inc.37,600$460.6K0.11%00.0%Unchanged
Altman Advisors, Inc.53,144$510.8K0.24%−27,059−33.7%Reduced
Marble Harbor Investment Counsel, LLC42,633$522.3K0.06%−15,800−27.0%Reduced
Raymond James Financial Inc46,946$575.1K0.00%+2,503+5.6%Added
Capital Investment Advisors, LLC52,197$639.4K0.01%−2,577−4.7%Reduced
UBS Group AG54,416$666.6K0.00%−1,148−2.1%Reduced
Adviser Investments LLC61,275$750.6K0.01%−13,250−17.8%Reduced
Garner Asset Management Corp64,236$786.9K0.35%−5,226−7.5%Reduced
Hennion & Walsh Asset Management, Inc.65,986$808.3K0.04%−394−0.6%Reduced
Virtus Investment Advisers, Inc.76,961$942.8K0.26%+76,961New
Financial Advocates Investment Management83,839$1.03M0.07%−16,675−16.6%Reduced
Collar Capital Management, LLC124,945$1.53M1.39%−6,200−4.7%Reduced
Verity Asset Management, Inc.125,923$1.54M0.63%+1,979+1.6%Added
Northwestern Mutual Wealth Management Co172,656$2.12M0.00%+1,876+1.1%Added
LPL Financial LLC172,964$2.12M0.00%+51,296+42.2%Added
Ethos Financial Group, LLC241,772$2.96M0.28%+241,772New
Cohen & Steers, Inc.307,902$3.77M0.01%−96,356−23.8%Reduced
White Pine Capital LLC342,286$4.19M1.45%−14,756−4.1%Reduced
Ameriprise Financial Inc404,737$4.96M0.00%+3,973+1.0%Added
Invesco Ltd.422,274$5.17M0.00%+10,862+2.6%Added
Wells Fargo & Company458,205$5.61M0.00%+323,814+240.9%Added
Cambridge Investment Research Advisors, Inc.461,107$5.65M0.02%−129,484−21.9%Reduced
Advisors Asset Management, Inc.497,670$6.10M0.11%+49,180+11.0%Added
Morgan Stanley633,716$7.76M0.00%−14,935−2.3%Reduced
Guggenheim Capital LLC640,528$7.85M0.07%−30,359−4.5%Reduced
Bank of America Corp840,579$10.3M0.00%−2,360−0.3%Reduced
Virtus ETF Advisers LLC0$00.00%−59,141−100.0%Sold out
SFI Advisors, LLC0$00.00%−29,440−100.0%Sold out
Citadel Advisors LLC0$00.00%−27,512−100.0%Sold out
Stratos Wealth Partners, LTD.0$00.00%−19,729−100.0%Sold out
Brinker Capital Investments, LLC0$00.00%−12,189−100.0%Sold out
Orion Portfolio Solutions, LLC0$00.00%−12,189−100.0%Sold out
Cetera Investment Advisers0$00.00%−11,960−100.0%Sold out
Edge Financial Advisors LLC0$00.00%−11,434−100.0%Sold out
Carnegie Lake Advisors LLC0$00.00%−10,361−100.0%Sold out
Union Bancaire Privee, UBP SA0$00.00%−3,677−100.0%Sold out
Hollencrest Capital Management0$00.00%−955−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−6−100.0%Sold out