# EATON VANCE FLOATING RATE 20 (EFL)

> Institutional ownership reported to the SEC as of Q3 2022, from Form 13F filings. Source: https://holderbook.com/stocks/EFL/

- Reporting holders: 40
- Reported value: $51.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $16.1M | 1,868,907 | 0.0% | 20 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $6.6M | 766,083 | 0.0% | 16 |
| [EATON VANCE MANAGEMENT](https://holderbook.com/funds/1076598-eaton-vance-management/) | $4.3M | 500,866 | 0.0% | 15 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $3.4M | 392,243 | 0.0% | 6 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $2.9M | 332,427 | 0.0% | 16 |
| [Janney Montgomery Scott LLC](https://holderbook.com/funds/1329948-janney-montgomery-scott-llc/) | $2.1M | 239,163 | 0.0% | 8 |
| [Relative Value Partners Group, LLC](https://holderbook.com/funds/1649910-relative-value-partners-group-llc/) | $1.5M | 173,122 | 0.1% | 2 |
| [Steward Partners Investment Advisory, LLC](https://holderbook.com/funds/1723397-steward-partners-investment-advisory-llc/) | $1.2M | 138,884 | 0.0% | 15 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $1.0M | 117,022 | 0.0% | 16 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $987.0K | 114,804 | 0.0% | 2 |
| [ICON ADVISERS INC/CO](https://holderbook.com/funds/1058470-icon-advisers-inc-co/) | $891.0K | 103,550 | 0.2% | 1 |
| [Covington Capital Management](https://holderbook.com/funds/1323119-covington-capital-management/) | $864.0K | 100,475 | 0.0% | 2 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $776.0K | 90,203 | 0.0% | 16 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $773.0K | 89,883 | 0.0% | 16 |
| [AMERIPRISE FINANCIAL INC](https://holderbook.com/funds/820027-ameriprise-financial-inc/) | $741.0K | 86,198 | 0.0% | 16 |
| [VERUS CAPITAL PARTNERS, LLC](https://holderbook.com/funds/1796874-verus-capital-partners-llc/) | $723.0K | 84,048 | 0.1% | 3 |
| [Laidlaw Wealth Management LLC](https://holderbook.com/funds/1800608-laidlaw-wealth-management-llc/) | $691.0K | 80,309 | 0.2% | 2 |
| [RAYMOND JAMES & ASSOCIATES](https://holderbook.com/funds/1084208-raymond-james-associates/) | $665.0K | 77,280 | 0.0% | 16 |
| [GREATMARK INVESTMENT PARTNERS, INC.](https://holderbook.com/funds/1540944-greatmark-investment-partners-inc/) | $599.0K | 69,700 | 0.1% | 16 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $563.0K | 65,410 | 0.0% | 1 |
| [E&G Advisors, LP](https://holderbook.com/funds/1598550-e-g-advisors-lp/) | $452.0K | 52,500 | 0.2% | 16 |
| [AEGON USA Investment Management, LLC](https://holderbook.com/funds/1454937-aegon-usa-investment-management-llc/) | $404.0K | 46,973 | 0.2% | 4 |
| [STIFEL FINANCIAL CORP](https://holderbook.com/funds/720672-stifel-financial-corp/) | $294.0K | 34,140 | 0.0% | 16 |
| [Cypress Wealth Services, LLC](https://holderbook.com/funds/1721527-cypress-wealth-services-llc/) | $291.0K | 33,827 | 0.1% | 15 |
| [SARISSA CONSULTING LLC](https://holderbook.com/funds/1915870-sarissa-consulting-llc/) | $291.0K | 33,822 | 0.3% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2022 | 40 | $51.9M |
| Q2 2022 | 36 | $53.2M |
| Q1 2022 | 33 | $50.8M |
| Q4 2021 | 33 | $53.7M |
| Q3 2021 | 32 | $53.5M |
| Q2 2021 | 34 | $50.3M |
| Q1 2021 | 31 | $46.5M |
| Q4 2020 | 36 | $49.0M |
| Q3 2020 | 32 | $47.2M |
| Q2 2020 | 32 | $46.1M |
| Q1 2020 | 34 | $41.6M |
| Q4 2019 | 33 | $53.8M |

