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, Q1 2026
Institutional positions in Eaton Vance Floating-Rate Income Trust as of Mar 31, 2026. 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
- 87
- −5 vs. Q4 2025
- Shares held
- 9.18M
- −354.3K (−3.7%) vs. Q4 2025
- Total value
- $98.8M
- −$8.86M (−8.2%) vs. Q4 2025
- New holders
- 8
- 23 more added
- Sold out
- 13
- 35 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Eaton Vance Floating-Rate Income Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $21 | 0.00% | – | – |
| Russell Investments Group, Ltd. | 3 | $32 | 0.00% | +3 | New |
| Tower Research Capital LLC (TRC) | 9 | $97 | 0.00% | −41−82.0% | Reduced |
| CWM, LLC | 40 | $429 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $1.07K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 136 | $1.47K | 0.00% | +2+1.5% | Added |
| Spire Wealth Management | 330 | $3.54K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 600 | $6.44K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 609 | $6.54K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 750 | $8.05K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 800 | $8.51K | 0.00% | −425−34.7% | Reduced |
| Allworth Financial LP | 1,000 | $10.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,300 | $13.9K | 0.00% | −700−35.0% | Reduced |
| Gould Capital, LLC | 2,853 | $30.6K | 0.02% | +41+1.5% | Added |
| Parallel Advisors, LLC | 4,754 | $51.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 4,800 | $51.5K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 5,155 | $55.3K | 0.00% | +5,155 | New |
| JPMorgan Chase & Co | 7,393 | $76.9K | 0.00% | −2,030−21.5% | Reduced |
| The PNC Financial Services Group, Inc. | 7,551 | $81.0K | 0.00% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 10,000 | $107.3K | 0.07% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,062 | $108.0K | 0.00% | +28+0.3% | Added |
| Wealthspire Advisors, LLC | 10,195 | $109.4K | 0.00% | −5,224−33.9% | Reduced |
| WESCAP Management Group, Inc. | 10,217 | $109.6K | 0.02% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 10,800 | $115.9K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 11,549 | $123.9K | 0.00% | +11,549 | New |
| Citadel Advisors LLC | 11,759 | $126.2K | 0.00% | +1,419+13.7% | Added |
| Susquehanna International Group, LLP | 11,883 | $127.5K | 0.00% | +376+3.3% | Added |
| OpenArc Corporate Advisory, LLC | 11,960 | $128.3K | 0.00% | −4,816−28.7% | Reduced |
| Colony Group, LLC | 12,154 | $130.4K | 0.00% | +266+2.2% | Added |
| Kestra Advisory Services, LLC | 13,470 | $144.5K | 0.00% | +13,470 | New |
| Jane Street Group, LLC | 14,299 | $153.4K | 0.00% | −20,566−59.0% | Reduced |
| HRT Financial LP | 14,577 | $156.0K | 0.00% | +14,577 | New |
| Stephens Inc | 15,640 | $167.8K | 0.00% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 16,008 | $171.8K | 0.01% | −167−1.0% | Reduced |
| HighTower Advisors, LLC | 17,499 | $187.8K | 0.00% | −1,777−9.2% | Reduced |
| AEGON USA Investment Management, LLC | 17,768 | $190.7K | 0.15% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 18,102 | $194.2K | 0.00% | +2,370+15.1% | Added |
| Nomura Holdings Inc | 18,775 | $201.5K | 0.00% | −37−0.2% | Reduced |
| Dynamic Advisor Solutions LLC | 19,178 | $205.8K | 0.01% | +256+1.4% | Added |
| HBK Sorce Advisory LLC | 19,110 | $210.2K | 0.00% | +1,316+7.4% | Added |
| Virtu Financial LLC | 21,319 | $229.0K | 0.01% | +3,069+16.8% | Added |
| Stifel Financial Corp | 22,961 | $246.4K | 0.00% | −10,035−30.4% | Reduced |
| Koshinski Asset Management, Inc. | 23,556 | $252.8K | 0.02% | −40,203−63.1% | Reduced |
| Melfa Wealth Management, LLC | 25,319 | $271.7K | 0.16% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 26,470 | $284.0K | 0.00% | +1,470+5.9% | Added |
| Westchester Capital Management, LLC | 26,678 | $286.3K | 0.01% | 00.0% | Unchanged |
| Retirement Planning Group, LLC | 26,720 | $286.7K | 0.18% | +585+2.2% | Added |
| Ballentine Partners, LLC | 27,846 | $298.8K | 0.00% | 00.0% | Unchanged |
| Ionic Capital Management LLC | 30,000 | $321.9K | 0.27% | +30,000 | New |
| RSM US Wealth Management LLC | 31,142 | $334.2K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 34,900 | $374.0K | 0.00% | −567−1.6% | Reduced |
| Regions Financial Corp | 35,622 | $382.2K | 0.00% | −14,700−29.2% | Reduced |
| Readystate Asset Management LP | 35,630 | $382.3K | 0.02% | −81,006−69.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 35,843 | $385.0K | 0.00% | −5,138−12.5% | Reduced |
| Apollon Wealth Management, LLC | 43,847 | $470.5K | 0.01% | −86,194−66.3% | Reduced |
| Hilltop Partners LLC | 26,282 | $476.2K | 0.12% | +26,282 | New |
| Virtus Investment Advisers, Inc. | 45,894 | $492.4K | 0.14% | −7,050−13.3% | Reduced |
| Shaker Financial Services, LLC | 53,887 | $578.2K | 0.20% | −13,125−19.6% | Reduced |
| Garner Asset Management Corp | 56,198 | $603.0K | 0.24% | −2,896−4.9% | Reduced |
| Ameriprise Financial Inc | 60,361 | $647.7K | 0.00% | −812−1.3% | Reduced |
| GWM Advisors LLC | 60,449 | $648.6K | 0.00% | −28,045−31.7% | Reduced |
| Cetera Investment Advisers | 68,222 | $732.0K | 0.00% | −1,258−1.8% | Reduced |
| Landscape Capital Management, L.L.C. | 82,264 | $882.7K | 0.06% | −46,556−36.1% | Reduced |
| Royal Bank of Canada | 102,900 | $1.10M | 0.00% | −84,213−45.0% | Reduced |
| UBS Group AG | 107,845 | $1.16M | 0.00% | −14,534−11.9% | Reduced |
| MAI Capital Management | 110,092 | $1.18M | 0.01% | −2,415−2.1% | Reduced |
| LPL Financial LLC | 128,718 | $1.38M | 0.00% | −39,041−23.3% | Reduced |
| Baird Financial Group, Inc. | 131,888 | $1.42M | 0.00% | +24,980+23.4% | Added |
| Advisor Group Holdings, Inc. | 132,481 | $1.42M | 0.00% | −25,607−16.2% | Reduced |
| Keating Financial Advisory Services, Inc. | 136,529 | $1.46M | 0.24% | +68,717+101.3% | Added |
| Cohen & Steers, Inc. | 147,240 | $1.58M | 0.00% | +30,000+25.6% | Added |
| Balyasny Asset Management LLC | 159,079 | $1.71M | 0.00% | −11,047−6.5% | Reduced |
| Icon Advisers Inc | 170,280 | $1.83M | 0.42% | +19,943+13.3% | Added |
| Wells Fargo & Company | 174,092 | $1.87M | 0.00% | +126,212+263.6% | Added |
| Ethos Financial Group, LLC | 197,924 | $2.23M | 0.16% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 213,863 | $2.29M | 0.04% | +3,204+1.5% | Added |
| Logan Stone Capital, LLC | 217,196 | $2.33M | 0.65% | −52,484−19.5% | Reduced |
| Thayer Partners, LLC | 233,206 | $2.50M | 1.19% | −6,149−2.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 258,178 | $2.77M | 0.09% | +16,989+7.0% | Added |
| Guggenheim Capital LLC | 434,946 | $4.67M | 0.04% | −14,092−3.1% | Reduced |
| Loomis Sayles & Co L P | 458,217 | $4.92M | 0.01% | +458,217 | New |
| Invesco Ltd. | 508,511 | $5.46M | 0.00% | −30,227−5.6% | Reduced |
| Advisors Asset Management, Inc. | 548,049 | $5.88M | 0.10% | +10,071+1.9% | Added |
| Raymond James Financial Inc | 724,133 | $7.77M | 0.00% | +69,583+10.6% | Added |
| 1607 Capital Partners, LLC | 823,135 | $8.83M | 0.64% | +23,214+2.9% | Added |
| Bank of America Corp | 839,629 | $9.01M | 0.00% | +135,373+19.2% | Added |
| Morgan Stanley | 988,296 | $10.6M | 0.00% | −47,503−4.6% | Reduced |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −325,355−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −207,141−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −59,404−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −41,500−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −16,479−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −15,963−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,147−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −14,129−100.0% | Sold out |
| MeadowBrook Investment Advisors LLC | 0 | $0 | 0.00% | −5,885−100.0% | Sold out |
| Bard Associates Inc | 0 | $0 | 0.00% | −4,927−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Hilltop National Bank | 0 | $0 | 0.00% | −400−100.0% | Sold out |