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 |
|---|---|---|---|---|---|
| CWM, LLC | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $24 | 0.00% | – | – |
| Addison Advisors LLC | 100 | $1.18K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 325 | $3.81K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 330 | $3.88K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 600 | $7.06K | 0.00% | +600 | New |
| Rothschild Investment LLC | 609 | $7.17K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 750 | $8.83K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 850 | $10.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 975 | $11.5K | 0.00% | +975 | New |
| 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 |
| Gould Capital, LLC | 1,452 | $17.1K | 0.01% | +3+0.2% | Added |
| Ameritas Advisory Services, LLC | 3,400 | $40.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 4,550 | $53.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,587 | $54.0K | 0.00% | +4,554+13,800.0% | Added |
| Parallel Advisors, LLC | 4,754 | $56.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 4,800 | $56.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5,400 | $63.6K | 0.00% | −1,000−15.6% | Reduced |
| MeadowBrook Investment Advisors LLC | 5,435 | $64.0K | 0.05% | +1,350+33.0% | Added |
| Advisory Services Network, LLC | 5,830 | $68.6K | 0.00% | +5,830 | New |
| The PNC Financial Services Group, Inc. | 7,551 | $88.9K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 7,990 | $94.0K | 0.00% | +883+12.4% | Added |
| Orleans Capital Management Corp | 10,000 | $117.7K | 0.08% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,006 | $117.8K | 0.00% | +10,006 | New |
| WESCAP Management Group, Inc. | 10,217 | $120.3K | 0.03% | 00.0% | Unchanged |
| HRT Financial LP | 10,871 | $127.0K | 0.00% | +10,871 | New |
| Susquehanna International Group, LLP | 11,667 | $137.3K | 0.00% | +1,604+15.9% | Added |
| Shaker Financial Services, LLC | 12,800 | $150.7K | 0.05% | +12,800 | New |
| Kestra Private Wealth Services, LLC | 13,416 | $157.9K | 0.00% | +1,251+10.3% | Added |
| Colony Group, LLC | 13,449 | $158.3K | 0.00% | +257+1.9% | Added |
| Stephens Inc | 15,640 | $184.1K | 0.00% | +15,640 | New |
| Logan Stone Capital, LLC | 17,493 | $205.9K | 0.09% | +17,493 | New |
| Dynamic Advisor Solutions LLC | 18,229 | $214.6K | 0.01% | +353+2.0% | Added |
| Rockefeller Capital Management L.P. | 20,024 | $235.7K | 0.00% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 20,091 | $236.5K | 0.02% | +4,965+32.8% | Added |
| Jane Street Group, LLC | 22,925 | $269.8K | 0.00% | +5,431+31.0% | Added |
| Wealthspire Advisors, LLC | 24,219 | $285.1K | 0.00% | +24,219 | New |
| Benjamin Edwards Inc | 24,225 | $285.1K | 0.00% | −3,300−12.0% | Reduced |
| Melfa Wealth Management, LLC | 25,319 | $298.0K | 0.17% | 00.0% | Unchanged |
| Retirement Planning Group, LLC | 25,565 | $300.9K | 0.23% | +25,565 | New |
| Balyasny Asset Management LLC | 26,834 | $315.8K | 0.00% | +26,834 | New |
| Ballentine Partners, LLC | 27,846 | $327.7K | 0.00% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 29,058 | $337.4K | 0.01% | −6,788−18.9% | Reduced |
| RSM US Wealth Management LLC | 31,142 | $366.5K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 35,000 | $412.0K | 0.00% | +35,000 | New |
| Stifel Financial Corp | 35,099 | $413.1K | 0.00% | +840+2.5% | Added |
| Westchester Capital Management, LLC | 36,101 | $424.9K | 0.02% | +36,101 | New |
| Lido Advisors, LLC | 45,000 | $529.6K | 0.00% | +45,000 | New |
| Morse Asset Management, Inc | 49,008 | $576.8K | 0.12% | +10,731+28.0% | Added |
| Ameriprise Financial Inc | 50,489 | $594.3K | 0.00% | +5,805+13.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 57,536 | $677.0K | 0.00% | −2,309−3.9% | Reduced |
| Wells Fargo & Company | 61,777 | $727.1K | 0.00% | −7,616−11.0% | Reduced |
| Cetera Investment Advisers | 65,261 | $768.1K | 0.00% | +4,415+7.3% | Added |
| Garner Asset Management Corp | 65,289 | $768.5K | 0.31% | +5,746+9.7% | Added |
| Koshinski Asset Management, Inc. | 68,823 | $810.0K | 0.05% | −17,203−20.0% | Reduced |
| Virtus Investment Advisers, Inc. | 69,135 | $813.7K | 0.23% | +5,535+8.7% | Added |
| 1607 Capital Partners, LLC | 73,100 | $860.4K | 0.06% | +73,100 | New |
| Landscape Capital Management, L.L.C. | 97,422 | $1.15M | 0.07% | −18,987−16.3% | Reduced |
| Regions Financial Corp | 110,322 | $1.30M | 0.01% | −9,678−8.1% | Reduced |
| MAI Capital Management | 114,032 | $1.34M | 0.01% | −1,238−1.1% | Reduced |
| Cohen & Steers, Inc. | 117,240 | $1.38M | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 118,915 | $1.40M | 0.02% | +49,461+71.2% | Added |
| GWM Advisors LLC | 123,667 | $1.46M | 0.01% | +1,105+0.9% | Added |
| Readystate Asset Management LP | 140,990 | $1.66M | 0.08% | +103,012+271.2% | Added |
| UBS Group AG | 142,586 | $1.68M | 0.00% | −273−0.2% | Reduced |
| Apollon Wealth Management, LLC | 143,362 | $1.69M | 0.03% | +482+0.3% | Added |
| Royal Bank of Canada | 193,960 | $2.28M | 0.00% | −5,299−2.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 213,354 | $2.51M | 0.09% | +31,865+17.6% | Added |
| Ethos Financial Group, LLC | 227,057 | $2.67M | 0.21% | +2,420+1.1% | Added |
| LPL Financial LLC | 273,703 | $3.22M | 0.00% | −36,111−11.7% | Reduced |
| Polar Asset Management Partners Inc. | 424,306 | $4.99M | 0.10% | +9,251+2.2% | Added |
| Guggenheim Capital LLC | 467,775 | $5.51M | 0.04% | −62,184−11.7% | Reduced |
| Advisor Group Holdings, Inc. | 478,006 | $5.76M | 0.01% | +1,296+0.3% | Added |
| Invesco Ltd. | 528,774 | $6.22M | 0.00% | +25,116+5.0% | Added |
| Advisors Asset Management, Inc. | 562,942 | $6.63M | 0.11% | +45,242+8.7% | Added |
| Raymond James Financial Inc | 791,081 | $9.31M | 0.00% | −39,082−4.7% | Reduced |
| Bank of America Corp | 990,243 | $11.7M | 0.00% | −59,866−5.7% | Reduced |
| Morgan Stanley | 1,004,737 | $11.8M | 0.00% | +17,443+1.8% | Added |
| 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 |