Eaton Vance Senior Income Trust
EVF- Exchange
- NYSE
- SEC CIK
- 0001070732
No open-market purchases or sales by Eaton Vance Senior Income Trust insiders were filed in the last 90 days; 57 institutions reported holding it in 13F filings for Q2 2026, worth $25.9M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Eaton Vance Senior Income Trust as of Mar 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
- 44
- +7 vs. Q4 2024
- Shares held
- 2.35M
- +313.9K (+15.4%) vs. Q4 2024
- Total value
- $13.7M
- +$1.21M (+9.7%) vs. Q4 2024
- New holders
- 9
- 12 more added
- Sold out
- 2
- 7 more reduced
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EVF 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 | 57 | $25.9M |
| Q1 2026 | 55 | $24.9M |
| Q4 2025 | 54 | $23.4M |
| Q3 2025 | 52 | $19.0M |
| Q2 2025 | 46 | $14.2M |
| Q1 2025 | 44 | $13.7M |
| Q4 2024 | 37 | $12.5M |
| Q3 2024 | 42 | $13.5M |
| Q2 2024 | 43 | $13.4M |
| Q1 2024 | 44 | $12.6M |
| Q4 2023 | 42 | $12.6M |
| Q3 2023 | 58 | $16.8M |
| Q2 2023 | 60 | $17.4M |
| Q1 2023 | 56 | $17.4M |
| Q4 2022 | 56 | $19.3M |
| Q3 2022 | 51 | $18.5M |
| Q2 2022 | 48 | $18.6M |
| Q1 2022 | 41 | $19.6M |
| Q4 2021 | 46 | $18.9M |
| Q3 2021 | 40 | $24.4M |
| Q2 2021 | 60 | $135.5M |
| Q1 2021 | 62 | $135.2M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Senior Income Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 342,128 | $2.00M | 0.01% | +10,185+3.1% | Added |
| Guggenheim Capital LLC | 288,281 | $1.68M | 0.02% | −101,047−26.0% | Reduced |
| Invesco Ltd. | 232,680 | $1.36M | 0.00% | +55,851+31.6% | Added |
| Ameriprise Financial Inc | 176,824 | $1.03M | 0.00% | +36,182+25.7% | Added |
| Virtus Investment Advisers, Inc. | 168,050 | $981.4K | 0.27% | +168,050 | New |
| UBS Group AG | 152,174 | $888.7K | 0.00% | −1,238−0.8% | Reduced |
| Morgan Stanley | 131,088 | $765.6K | 0.00% | +16,328+14.2% | Added |
| Ethos Financial Group, LLC | 97,501 | $569.4K | 0.05% | +97,501 | New |
| Wells Fargo & Company | 72,199 | $421.6K | 0.00% | +1,791+2.5% | Added |
| Wolverine Asset Management LLC | 64,489 | $376.6K | 0.01% | +64,489 | New |
| LPL Financial LLC | 57,086 | $333.4K | 0.00% | +9,034+18.8% | Added |
| Advisory Services Network, LLC | 46,979 | $274.4K | 0.01% | +46,979 | New |
| Stifel Financial Corp | 41,870 | $244.5K | 0.00% | +11,286+36.9% | Added |
| Bank of America Corp | 37,136 | $216.9K | 0.00% | +1,845+5.2% | Added |
| Susquehanna International Group, LLP | 33,292 | $194.4K | 0.00% | +7,359+28.4% | Added |
| Advisor Group Holdings, Inc. | 32,212 | $188.1K | 0.00% | +3,029+10.4% | Added |
| Horizon Kinetics Asset Management LLC | 32,130 | $187.6K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 31,441 | $183.6K | 0.00% | −2,556−7.5% | Reduced |
| Arete Wealth Advisors, LLC | 28,084 | $164.0K | 0.01% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 25,229 | $147.3K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 25,031 | $146.2K | 0.00% | +5,610+28.9% | Added |
| Landscape Capital Management, L.L.C. | 23,309 | $136.1K | 0.01% | +23,309 | New |
| Melfa Wealth Management, LLC | 19,797 | $115.6K | 0.08% | 00.0% | Unchanged |
| Buska Wealth Management, LLC | 19,019 | $111.1K | 0.03% | −25,729−57.5% | Reduced |
| AlTi Global, Inc. | 18,549 | $108.3K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 17,600 | $102.8K | 0.01% | +17,600 | New |
| Concorde Asset Management, LLC | 17,180 | $97.2K | 0.05% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 15,376 | $90.0K | 0.00% | +15,376 | New |
| CWM, LLC | 15,300 | $89.0K | 0.00% | 00.0% | Unchanged |
| Element Wealth, LLC | 13,581 | $79.3K | 0.04% | +156+1.2% | Added |
| Bedel Financial Consulting, Inc. | 11,962 | $67.6K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 10,962 | $64.0K | 0.00% | −429−3.8% | Reduced |
| The PNC Financial Services Group, Inc. | 10,000 | $58.4K | 0.00% | −10,000−50.0% | Reduced |
| Moors & Cabot, Inc. | 10,000 | $58.4K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 8,523 | $49.8K | 0.00% | −129−1.5% | Reduced |
| Hexagon Capital Partners LLC | 8,000 | $46.7K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,475 | $32.0K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 4,238 | $24.7K | 0.09% | +4,238 | New |
| IFP Advisors, Inc | 4,000 | $23.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,917 | $17.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,090 | $6.37K | 0.00% | +1,090 | New |
| US Bancorp | 4 | $23 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $6 | 0.00% | – | – |
| GWM Advisors LLC | 1 | $6 | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −126,105−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −16,173−100.0% | Sold out |