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, Q2 2025
Institutional positions in Eaton Vance Senior Income Trust as of Jun 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
- 46
- +3 vs. Q1 2025
- Shares held
- 2.50M
- +164.2K (+7.0%) vs. Q1 2025
- Total value
- $14.2M
- +$584.3K (+4.3%) vs. Q1 2025
- New holders
- 8
- 12 more added
- Sold out
- 5
- 14 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Senior Income Trust; share changes are against Q1 2025.
| 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 |
| Royal Bank of Canada | 1,253 | $7.00K | 0.00% | −4,222−77.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,934 | $16.7K | 0.00% | +17+0.6% | Added |
| Consultiva Wealth Management, Corp. | 4,238 | $24.1K | 0.07% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,483 | $25.5K | 0.00% | +4,483 | New |
| WFA of San Diego, LLC | 5,860 | $33.3K | 0.02% | +5,860 | New |
| MAI Capital Management | 7,897 | $44.9K | 0.00% | −626−7.3% | Reduced |
| Ameritas Advisory Services, LLC | 9,309 | $53.0K | 0.00% | +9,309 | New |
| The PNC Financial Services Group, Inc. | 10,000 | $56.9K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,000 | $56.9K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 10,646 | $60.6K | 0.00% | −316−2.9% | Reduced |
| Janney Montgomery Scott LLC | 11,676 | $66.0K | 0.00% | −3,700−24.1% | Reduced |
| Bedel Financial Consulting, Inc. | 11,962 | $68.1K | 0.01% | 00.0% | Unchanged |
| Element Wealth, LLC | 13,750 | $78.2K | 0.04% | +169+1.2% | Added |
| Logan Stone Capital, LLC | 15,042 | $85.6K | 0.04% | +15,042 | New |
| CWM, LLC | 15,300 | $87.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 16,438 | $93.5K | 0.00% | −16,854−50.6% | Reduced |
| Kestra Advisory Services, LLC | 16,671 | $94.9K | 0.00% | +16,671 | New |
| Advisory Services Network, LLC | 17,362 | $97.6K | 0.00% | −29,617−63.0% | Reduced |
| NWF Advisory Services Inc. | 17,600 | $100.1K | 0.01% | 00.0% | Unchanged |
| AlTi Global, Inc. | 18,549 | $105.5K | 0.00% | 00.0% | Unchanged |
| Buska Wealth Management, LLC | 18,850 | $107.3K | 0.03% | −169−0.9% | Reduced |
| Landscape Capital Management, L.L.C. | 23,309 | $132.6K | 0.01% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 27,674 | $157.5K | 0.05% | +27,674 | New |
| Cetera Investment Advisers | 28,031 | $159.5K | 0.00% | +3,000+12.0% | Added |
| Melfa Wealth Management, LLC | 28,797 | $163.9K | 0.10% | +9,000+45.5% | Added |
| Stifel Financial Corp | 29,415 | $167.4K | 0.00% | −12,455−29.7% | Reduced |
| Raymond James Financial Inc | 31,761 | $180.7K | 0.00% | +320+1.0% | Added |
| Horizon Kinetics Asset Management LLC | 32,130 | $182.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 32,809 | $186.7K | 0.00% | +597+1.9% | Added |
| Bank of America Corp | 36,619 | $208.4K | 0.00% | −517−1.4% | Reduced |
| LPL Financial LLC | 41,571 | $236.5K | 0.00% | −15,515−27.2% | Reduced |
| Calamos Advisors LLC | 56,864 | $323.6K | 0.00% | +56,864 | New |
| Shaker Financial Services, LLC | 63,225 | $359.8K | 0.13% | +63,225 | New |
| Wells Fargo & Company | 78,390 | $446.0K | 0.00% | +6,191+8.6% | Added |
| Ethos Financial Group, LLC | 116,597 | $663.4K | 0.06% | +19,096+19.6% | Added |
| Morgan Stanley | 127,895 | $727.7K | 0.00% | −3,193−2.4% | Reduced |
| UBS Group AG | 134,900 | $767.6K | 0.00% | −17,274−11.4% | Reduced |
| Virtus Investment Advisers, Inc. | 142,825 | $812.7K | 0.27% | −25,225−15.0% | Reduced |
| Wolverine Asset Management LLC | 170,149 | $968.1K | 0.02% | +105,660+163.8% | Added |
| Ameriprise Financial Inc | 193,039 | $1.10M | 0.00% | +16,215+9.2% | Added |
| Guggenheim Capital LLC | 245,782 | $1.40M | 0.01% | −42,499−14.7% | Reduced |
| Invesco Ltd. | 261,033 | $1.49M | 0.00% | +28,353+12.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 357,175 | $2.03M | 0.01% | +15,047+4.4% | Added |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −28,084−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −25,229−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −1,090−100.0% | Sold out |
| Concorde Asset Management, LLC | – | – | – | – | Not filed |