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, Q4 2025
Institutional positions in Eaton Vance Senior Floating-Rate Trust as of Dec 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
- 97
- 0 vs. Q3 2025
- Shares held
- 11.1M
- +1.60M (+16.9%) vs. Q3 2025
- Total value
- $123.3M
- +$18.2M (+17.3%) vs. Q3 2025
- New holders
- 13
- 31 more added
- Sold out
- 13
- 31 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 100 | $124.9M |
| Q1 2026 | 98 | $117.3M |
| Q4 2025 | 97 | $123.3M |
| Q3 2025 | 98 | $105.3M |
| Q2 2025 | 89 | $95.6M |
| Q1 2025 | 88 | $89.5M |
| Q4 2024 | 95 | $90.2M |
| Q3 2024 | 90 | $83.7M |
| Q2 2024 | 82 | $83.9M |
| Q1 2024 | 87 | $89.8M |
| Q4 2023 | 87 | $91.6M |
| Q3 2023 | 88 | $89.6M |
| Q2 2023 | 83 | $88.0M |
| Q1 2023 | 92 | $86.3M |
| Q4 2022 | 94 | $82.9M |
| Q3 2022 | 85 | $78.0M |
| Q2 2022 | 79 | $86.9M |
| Q1 2022 | 81 | $86.0M |
| Q4 2021 | 86 | $101.8M |
| Q3 2021 | 73 | $94.5M |
| Q2 2021 | 90 | $192.4M |
| Q1 2021 | 94 | $190.7M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Senior Floating-Rate Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −12,260−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −11,329−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −10,490−100.0% | Sold out |
| Gridiron Partners, LLC | 0 | $0 | 0.00% | −288,416−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | – | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −749−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Crews Bank & Trust | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −311−100.0% | Sold out |
| Synovus Financial Corp | – | – | – | – | Not filed |