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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.

Q3 2025 vs. Q2 2025

How the institutions holding Eaton Vance Senior Floating-Rate Trust changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of EFR: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders89198+10
Shares7.90M16.7K9.49M+1.60M (+20.4%)
Value$95.6M$202.3K$105.3M+$9.88M (+10.4%)

1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (16)

Institutions that held Eaton Vance Senior Floating-Rate Trust at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to EFR in Q3 2025
InstitutionSharesValue% of portfolio
Pathstone Holdings, LLC832,142$9.52M0.04%
1607 Capital Partners, LLC332,089$3.80M0.29%
Logan Stone Capital, LLC67,519$772.4K0.35%
Jane Street Group, LLC48,692$557.0K0.00%
Beacon Pointe Advisors, LLC25,159$287.8K0.00%
Virtu Financial LLC15,610$179.0K0.01%
GWM Advisors LLC13,126$150.2K0.00%
Gridiron Partners, LLC288,416$80.8K0.05%
Strategic Advocates LLC1,543$17.7K0.00%
BNP Paribas Arbitrage, SA1,015$11.6K0.00%
Farther Finance Advisors, LLC919$10.5K0.00%
Crews Bank & Trust400$4.58K0.00%
GoalVest Advisory LLC311$3.56K0.00%
Rockefeller Capital Management L.P.225$2.57K0.00%
Highline Wealth Partners LLC200$2.29K0.00%
Assetmark, Inc18$2060.00%

Sold out (6)

Institutions that held Eaton Vance Senior Floating-Rate Trust at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of EFR in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Virtus Investment Advisers, Inc.65,479$793.6K
Marble Harbor Investment Counsel, LLC38,500$466.6K
Beaird Harris Wealth Management, LLC34,919$423.2K
Wedbush Securities Inc14,040$170.0K
Sanctuary Advisors, LLC12,286$148.9K
Commonwealth Equity Services, LLC11,309$137.0K

Not filed for Q3 2025 yet (1)

Institutions that held Eaton Vance Senior Floating-Rate Trust at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EFR in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Avantax Advisory Services, Inc.16,696$202.3K