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 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $6 | 0.00% | – | – |
| GWM Advisors LLC | 1 | $6 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4 | $23 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,090 | $6.37K | 0.00% | +1,090 | New |
| Northwestern Mutual Wealth Management Co | 2,917 | $17.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,000 | $23.4K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 4,238 | $24.7K | 0.09% | +4,238 | New |
| Royal Bank of Canada | 5,475 | $32.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 8,000 | $46.7K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 8,523 | $49.8K | 0.00% | −129−1.5% | 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 |
| Avantax Advisory Services, Inc. | 10,962 | $64.0K | 0.00% | −429−3.8% | Reduced |
| Bedel Financial Consulting, Inc. | 11,962 | $67.6K | 0.01% | 00.0% | Unchanged |
| Element Wealth, LLC | 13,581 | $79.3K | 0.04% | +156+1.2% | Added |
| CWM, LLC | 15,300 | $89.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 15,376 | $90.0K | 0.00% | +15,376 | New |
| Concorde Asset Management, LLC | 17,180 | $97.2K | 0.05% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 17,600 | $102.8K | 0.01% | +17,600 | New |
| AlTi Global, Inc. | 18,549 | $108.3K | 0.00% | 00.0% | Unchanged |
| Buska Wealth Management, LLC | 19,019 | $111.1K | 0.03% | −25,729−57.5% | Reduced |
| Melfa Wealth Management, LLC | 19,797 | $115.6K | 0.08% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 23,309 | $136.1K | 0.01% | +23,309 | New |
| Cetera Investment Advisers | 25,031 | $146.2K | 0.00% | +5,610+28.9% | Added |
| Redhawk Wealth Advisors, Inc. | 25,229 | $147.3K | 0.02% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 28,084 | $164.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Inc | 31,441 | $183.6K | 0.00% | −2,556−7.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 32,130 | $187.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 32,212 | $188.1K | 0.00% | +3,029+10.4% | Added |
| Susquehanna International Group, LLP | 33,292 | $194.4K | 0.00% | +7,359+28.4% | Added |
| Bank of America Corp | 37,136 | $216.9K | 0.00% | +1,845+5.2% | Added |
| Stifel Financial Corp | 41,870 | $244.5K | 0.00% | +11,286+36.9% | Added |
| Advisory Services Network, LLC | 46,979 | $274.4K | 0.01% | +46,979 | New |
| LPL Financial LLC | 57,086 | $333.4K | 0.00% | +9,034+18.8% | Added |
| Wolverine Asset Management LLC | 64,489 | $376.6K | 0.01% | +64,489 | New |
| Wells Fargo & Company | 72,199 | $421.6K | 0.00% | +1,791+2.5% | Added |
| Ethos Financial Group, LLC | 97,501 | $569.4K | 0.05% | +97,501 | New |
| Morgan Stanley | 131,088 | $765.6K | 0.00% | +16,328+14.2% | Added |
| UBS Group AG | 152,174 | $888.7K | 0.00% | −1,238−0.8% | Reduced |
| Virtus Investment Advisers, Inc. | 168,050 | $981.4K | 0.27% | +168,050 | New |
| Ameriprise Financial Inc | 176,824 | $1.03M | 0.00% | +36,182+25.7% | Added |
| Invesco Ltd. | 232,680 | $1.36M | 0.00% | +55,851+31.6% | Added |
| Guggenheim Capital LLC | 288,281 | $1.68M | 0.02% | −101,047−26.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 342,128 | $2.00M | 0.01% | +10,185+3.1% | Added |
| 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 |