Eaton Vance Floating-Rate Income Trust
EFT- Exchange
- NYSE
- SEC CIK
- 0001288992
In the last 90 days, Eaton Vance Floating-Rate Income Trust insiders filed 0 open-market purchases and 1 sale; 82 institutions reported holding it in 13F filings for Q2 2026, worth $100.4M in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in Eaton Vance Floating-Rate Income Trust as of Sep 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
- 79
- +1 vs. Q2 2025
- Shares held
- 8.46M
- +153.6K (+1.8%) vs. Q2 2025
- Total value
- $99.7M
- −$3.96M (−3.8%) vs. Q2 2025
- New holders
- 15
- 27 more added
- Sold out
- 14
- 15 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EFT 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 | 82 | $100.4M |
| Q1 2026 | 87 | $98.8M |
| Q4 2025 | 94 | $108.0M |
| Q3 2025 | 79 | $99.7M |
| Q2 2025 | 79 | $103.8M |
| Q1 2025 | 79 | $98.7M |
| Q4 2024 | 75 | $97.3M |
| Q3 2024 | 81 | $96.6M |
| Q2 2024 | 71 | $95.0M |
| Q1 2024 | 69 | $97.1M |
| Q4 2023 | 81 | $96.5M |
| Q3 2023 | 83 | $119.0M |
| Q2 2023 | 90 | $118.6M |
| Q1 2023 | 96 | $126.1M |
| Q4 2022 | 92 | $128.8M |
| Q3 2022 | 84 | $119.6M |
| Q2 2022 | 82 | $119.9M |
| Q1 2022 | 81 | $115.1M |
| Q4 2021 | 75 | $121.2M |
| Q3 2021 | 81 | $127.4M |
| Q2 2021 | 86 | $262.3M |
| Q1 2021 | 92 | $262.6M |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Floating-Rate Income Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,004,737 | $11.8M | 0.00% | +17,443+1.8% | Added |
| Bank of America Corp | 990,243 | $11.7M | 0.00% | −59,866−5.7% | Reduced |
| Raymond James Financial Inc | 791,081 | $9.31M | 0.00% | −39,082−4.7% | Reduced |
| Advisors Asset Management, Inc. | 562,942 | $6.63M | 0.11% | +45,242+8.7% | Added |
| Invesco Ltd. | 528,774 | $6.22M | 0.00% | +25,116+5.0% | Added |
| Advisor Group Holdings, Inc. | 478,006 | $5.76M | 0.01% | +1,296+0.3% | Added |
| Guggenheim Capital LLC | 467,775 | $5.51M | 0.04% | −62,184−11.7% | Reduced |
| Polar Asset Management Partners Inc. | 424,306 | $4.99M | 0.10% | +9,251+2.2% | Added |
| LPL Financial LLC | 273,703 | $3.22M | 0.00% | −36,111−11.7% | Reduced |
| Ethos Financial Group, LLC | 227,057 | $2.67M | 0.21% | +2,420+1.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 213,354 | $2.51M | 0.09% | +31,865+17.6% | Added |
| Royal Bank of Canada | 193,960 | $2.28M | 0.00% | −5,299−2.7% | Reduced |
| Apollon Wealth Management, LLC | 143,362 | $1.69M | 0.03% | +482+0.3% | Added |
| UBS Group AG | 142,586 | $1.68M | 0.00% | −273−0.2% | Reduced |
| Readystate Asset Management LP | 140,990 | $1.66M | 0.08% | +103,012+271.2% | Added |
| GWM Advisors LLC | 123,667 | $1.46M | 0.01% | +1,105+0.9% | Added |
| Wolverine Asset Management LLC | 118,915 | $1.40M | 0.02% | +49,461+71.2% | Added |
| Cohen & Steers, Inc. | 117,240 | $1.38M | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 114,032 | $1.34M | 0.01% | −1,238−1.1% | Reduced |
| Regions Financial Corp | 110,322 | $1.30M | 0.01% | −9,678−8.1% | Reduced |
| Landscape Capital Management, L.L.C. | 97,422 | $1.15M | 0.07% | −18,987−16.3% | Reduced |
| 1607 Capital Partners, LLC | 73,100 | $860.4K | 0.06% | +73,100 | New |
| Virtus Investment Advisers, Inc. | 69,135 | $813.7K | 0.23% | +5,535+8.7% | Added |
| Koshinski Asset Management, Inc. | 68,823 | $810.0K | 0.05% | −17,203−20.0% | Reduced |
| Garner Asset Management Corp | 65,289 | $768.5K | 0.31% | +5,746+9.7% | Added |
| Cetera Investment Advisers | 65,261 | $768.1K | 0.00% | +4,415+7.3% | Added |
| Wells Fargo & Company | 61,777 | $727.1K | 0.00% | −7,616−11.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 57,536 | $677.0K | 0.00% | −2,309−3.9% | Reduced |
| Ameriprise Financial Inc | 50,489 | $594.3K | 0.00% | +5,805+13.0% | Added |
| Morse Asset Management, Inc | 49,008 | $576.8K | 0.12% | +10,731+28.0% | Added |
| Lido Advisors, LLC | 45,000 | $529.6K | 0.00% | +45,000 | New |
| Westchester Capital Management, LLC | 36,101 | $424.9K | 0.02% | +36,101 | New |
| Stifel Financial Corp | 35,099 | $413.1K | 0.00% | +840+2.5% | Added |
| Janney Montgomery Scott LLC | 35,000 | $412.0K | 0.00% | +35,000 | New |
| RSM US Wealth Management LLC | 31,142 | $366.5K | 0.00% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 29,058 | $337.4K | 0.01% | −6,788−18.9% | Reduced |
| Ballentine Partners, LLC | 27,846 | $327.7K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 26,834 | $315.8K | 0.00% | +26,834 | New |
| Retirement Planning Group, LLC | 25,565 | $300.9K | 0.23% | +25,565 | New |
| Melfa Wealth Management, LLC | 25,319 | $298.0K | 0.17% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 24,225 | $285.1K | 0.00% | −3,300−12.0% | Reduced |
| Wealthspire Advisors, LLC | 24,219 | $285.1K | 0.00% | +24,219 | New |
| Jane Street Group, LLC | 22,925 | $269.8K | 0.00% | +5,431+31.0% | Added |
| First Heartland Consultants, Inc. | 20,091 | $236.5K | 0.02% | +4,965+32.8% | Added |
| Rockefeller Capital Management L.P. | 20,024 | $235.7K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 18,229 | $214.6K | 0.01% | +353+2.0% | Added |
| Logan Stone Capital, LLC | 17,493 | $205.9K | 0.09% | +17,493 | New |
| Stephens Inc | 15,640 | $184.1K | 0.00% | +15,640 | New |
| Colony Group, LLC | 13,449 | $158.3K | 0.00% | +257+1.9% | Added |
| Kestra Private Wealth Services, LLC | 13,416 | $157.9K | 0.00% | +1,251+10.3% | Added |
| Shaker Financial Services, LLC | 12,800 | $150.7K | 0.05% | +12,800 | New |
| Susquehanna International Group, LLP | 11,667 | $137.3K | 0.00% | +1,604+15.9% | Added |
| HRT Financial LP | 10,871 | $127.0K | 0.00% | +10,871 | New |
| WESCAP Management Group, Inc. | 10,217 | $120.3K | 0.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,006 | $117.8K | 0.00% | +10,006 | New |
| Orleans Capital Management Corp | 10,000 | $117.7K | 0.08% | 00.0% | Unchanged |
| Comerica Bank | 7,990 | $94.0K | 0.00% | +883+12.4% | Added |
| The PNC Financial Services Group, Inc. | 7,551 | $88.9K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 5,830 | $68.6K | 0.00% | +5,830 | New |
| MeadowBrook Investment Advisors LLC | 5,435 | $64.0K | 0.05% | +1,350+33.0% | Added |
| CoreCap Advisors, LLC | 5,400 | $63.6K | 0.00% | −1,000−15.6% | Reduced |
| Private Trust Co NA | 4,800 | $56.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,754 | $56.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,587 | $54.0K | 0.00% | +4,554+13,800.0% | Added |
| NBC Securities, Inc. | 4,550 | $53.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,400 | $40.0K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 1,452 | $17.1K | 0.01% | +3+0.2% | Added |
| Bryn Mawr Trust Co | 1,000 | $11.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,000 | $11.8K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 975 | $11.5K | 0.00% | +975 | New |
| Principal Securities, Inc. | 850 | $10.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 750 | $8.83K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 609 | $7.17K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 600 | $7.06K | 0.00% | +600 | New |
| Spire Wealth Management | 330 | $3.88K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 325 | $3.81K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $1.18K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $24 | 0.00% | – | – |
| CWM, LLC | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −77,885−100.0% | Sold out |
| Marble Harbor Investment Counsel, LLC | 0 | $0 | 0.00% | −56,450−100.0% | Sold out |
| Joel Isaacson & Co., LLC | 0 | $0 | 0.00% | −21,152−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −15,778−100.0% | Sold out |
| Bard Associates Inc | 0 | $0 | 0.00% | −15,192−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −13,017−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −12,706−100.0% | Sold out |
| Horizon Kinetics Asset Management LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −10,750−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −10,151−100.0% | Sold out |
| HFG Advisors, Inc. | 0 | $0 | 0.00% | −10,069−100.0% | Sold out |
| Koesten, Hirschmann & Crabtree, INC. | 0 | $0 | 0.00% | −435−100.0% | Sold out |
| Traub Capital Management LLC | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Greenberg Financial Group | – | – | – | – | Not filed |