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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 2025

Institutional positions in Eaton Vance Senior Floating-Rate Trust as of Jun 30, 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
89
+2 vs. Q1 2025
Shares held
7.90M
+602.0K (+8.2%) vs. Q1 2025
Total value
$95.6M
+$6.41M (+7.2%) vs. Q1 2025
New holders
11
26 more added
Sold out
9
30 more reduced

1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 2025: 89 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 2025: $95.6M
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 2025

Shares, value and share of portfolio for each institution holding Eaton Vance Senior Floating-Rate Trust; share changes are against Q1 2025.

Institutions holding EFR in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley903,652$11.0M0.00%+269,936+42.6%Added
Bank of America Corp774,558$9.39M0.00%−66,021−7.9%Reduced
Guggenheim Capital LLC547,365$6.63M0.05%−93,163−14.5%Reduced
Invesco Ltd.534,797$6.48M0.00%+112,523+26.6%Added
Advisors Asset Management, Inc.526,438$6.38M0.11%+28,768+5.8%Added
Polar Asset Management Partners Inc.423,654$5.13M0.13%+423,654New
Wells Fargo & Company421,663$5.11M0.00%−36,542−8.0%Reduced
Ameriprise Financial Inc392,383$4.76M0.00%−12,354−3.1%Reduced
White Pine Capital LLC340,910$4.13M1.31%−1,376−0.4%Reduced
Cambridge Investment Research Advisors, Inc.320,881$3.89M0.01%−140,226−30.4%Reduced
Cohen & Steers, Inc.317,902$3.85M0.01%+10,000+3.2%Added
Ethos Financial Group, LLC245,137$2.97M0.26%+3,365+1.4%Added
Northwestern Mutual Wealth Management Co181,169$2.20M0.00%+8,513+4.9%Added
Collar Capital Management, LLC128,645$1.56M1.31%+3,700+3.0%Added
Baird Financial Group, Inc.126,878$1.54M0.00%+126,878New
Verity Asset Management, Inc.125,230$1.52M0.72%−693−0.6%Reduced
LPL Financial LLC107,521$1.30M0.00%−65,443−37.8%Reduced
Wolverine Asset Management LLC77,840$943.4K0.02%+53,256+216.6%Added
Fiduciary Alliance LLC70,845$858.6K0.06%+70,845New
Virtus Investment Advisers, Inc.65,479$793.6K0.27%−11,482−14.9%Reduced
Hennion & Walsh Asset Management, Inc.64,881$786.4K0.03%−1,105−1.7%Reduced
Garner Asset Management Corp57,672$699.0K0.32%−6,564−10.2%Reduced
Adviser Investments LLC56,925$689.9K0.01%−4,350−7.1%Reduced
Readystate Asset Management LP55,411$671.6K0.03%+29,013+109.9%Added
UBS Group AG52,900$641.1K0.00%−1,516−2.8%Reduced
Raymond James Financial Inc52,793$639.8K0.00%+5,847+12.5%Added
Capital Investment Advisors, LLC49,263$597.1K0.01%−2,934−5.6%Reduced
Altman Advisors, Inc.55,924$553.8K0.23%+2,780+5.2%Added
Marble Harbor Investment Counsel, LLC38,500$466.6K0.05%−4,133−9.7%Reduced
Advisor Group Holdings, Inc.37,966$460.2K0.00%+10,478+38.1%Added
Shaker Financial Services, LLC36,766$445.6K0.16%+36,766New
Beaird Harris Wealth Management, LLC34,919$423.2K0.03%+10,630+43.8%Added
Ballew Advisors, Inc30,148$366.9K0.22%−5,805−16.1%Reduced
Oppenheimer & Co Inc30,143$365.3K0.00%+2,277+8.2%Added
Oregon Pacific Wealth Management, LLC27,841$337.4K0.32%−857−3.0%Reduced
Horizon Kinetics Asset Management LLC27,801$336.9K0.00%00.0%Unchanged
Sandy Cove Advisors, LLC26,248$318.1K0.11%+31+0.1%Added
Calamos Advisors LLC26,031$315.5K0.00%+26,031New
Shufro Rose & Co LLC25,700$314.8K0.03%−1,000−3.7%Reduced
MAI Capital Management25,726$311.8K0.00%+372+1.5%Added
WESCAP Management Group, Inc.24,303$294.6K0.07%−13,297−35.4%Reduced
Royal Bank of Canada21,243$257.0K0.00%+1,000+4.9%Added
Atlantic Union Bankshares Corp20,500$248.5K0.01%+20,500New
Cardiff Park Advisors, LLC19,883$241.0K0.02%00.0%Unchanged
Prospera Financial Services Inc18,739$227.1K0.00%+1,272+7.3%Added
Fortitude Advisory Group L.L.C.18,613$225.6K0.13%00.0%Unchanged
Private Advisor Group, LLC18,285$221.6K0.00%00.0%Unchanged
Avantax Advisory Services, Inc.16,696$202.3K0.00%−13,220−44.2%Reduced
Concurrent Investment Advisors, LLC14,917$180.8K0.00%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC14,831$180.5K0.00%00.0%Unchanged
AEGON USA Investment Management, LLC14,765$179.0K0.13%+14,765New
Colony Group, LLC14,533$176.1K0.00%+268+1.9%Added
Sigma Planning Corp14,295$173.3K0.01%+97+0.7%Added
Wedbush Securities Inc14,040$170.0K0.01%−5,104−26.7%Reduced
Independent Financial Group, LLC13,675$165.7K0.00%−875−6.0%Reduced
CI Private Wealth, LLC12,361$149.8K0.00%−1,130−8.4%Reduced
Sanctuary Advisors, LLC12,286$148.9K0.00%+52+0.4%Added
Wiley Bros.-Aintree Capital, LLC12,012$145.6K0.00%−227−1.9%Reduced
Oxbow Advisors, LLC11,600$140.6K0.02%−3,500−23.2%Reduced
Commonwealth Equity Services, LLC11,309$137.0K0.00%+54+0.5%Added
Stifel Financial Corp11,194$135.7K0.00%−478−4.1%Reduced
Aviance Capital Partners, LLC10,937$132.6K0.02%00.0%Unchanged
Cetera Investment Advisers10,733$130.1K0.00%+10,733New
Synovus Financial Corp10,702$129.7K0.00%00.0%Unchanged
Envestnet Asset Management Inc10,702$129.7K0.00%00.0%Unchanged
Balyasny Asset Management LLC10,508$127.4K0.00%+10,508New
IHT Wealth Management, LLC10,490$127.1K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.10,000$121.2K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC8,450$102.4K0.00%+250+3.0%Added
JTC Employer Solutions Trusteee Ltd7,000$85.0K0.01%00.0%Unchanged
Dunhill Financial, LLC5,780$70.1K0.02%−1,000−14.7%Reduced
Comerica Bank5,500$66.7K0.00%+2,500+83.3%Added
Montag A & Associates Inc4,929$59.7K0.00%00.0%Unchanged
National Bank of Canada2,619$31.6K0.00%−1,000−27.6%Reduced
NBC Securities, Inc.2,075$25.0K0.00%−300−12.6%Reduced
Barrett & Company, Inc.2,000$24.2K0.01%00.0%Unchanged
Harbour Investments, Inc.1,732$21.0K0.00%00.0%Unchanged
Salomon & Ludwin, LLC1,600$19.5K0.00%00.0%Unchanged
Allworth Financial LP1,600$19.4K0.00%00.0%Unchanged
Piscataqua Savings Bank1,586$19.2K0.02%00.0%Unchanged
US Bancorp1,500$18.2K0.00%00.0%Unchanged
Future Financial Wealth Managment LLC800$9.70K0.01%00.0%Unchanged
Ameritas Advisory Services, LLC749$9.08K0.00%+749New
GPS Wealth Strategies Group, LLC550$6.67K0.00%00.0%Unchanged
CWM, LLC155$2.00K0.00%+4+2.6%Added
Larson Financial Group LLC86$1.05K0.00%+2+2.4%Added
GAMMA Investing LLC63$7640.00%+63New
Tower Research Capital LLC (TRC)1$120.00%−6−85.7%Reduced
Huntington National Bank–$120.00%––
Financial Advocates Investment Management0$00.00%−83,839−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−24,121−100.0%Sold out
Advisor OS, LLC0$00.00%−21,823−100.0%Sold out
Cerity Partners LLC0$00.00%−18,500−100.0%Sold out
Kane Investment Management, Inc.0$00.00%−17,083−100.0%Sold out
J.W. Cole Advisors, Inc.0$00.00%−16,298−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−12,286−100.0%Sold out
Elequin Capital LP0$00.00%−6,756−100.0%Sold out
Ameriflex Group, Inc.0$00.00%−70−100.0%Sold out
Sandy Spring Bank––––Not filed