EATON VANCE FLOATING RATE IN (EFT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
80
Reporting holders
$98.3M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $11.9M | 1,103,458 | 0.00% | 7q | +52.4%+$4.1M |
| MORGAN STANLEY | $11.8M | 1,088,727 | 0.00% | 35q | +10.2%+$1.1M |
| BANK OF AMERICA CORP /DE/ | $9.8M | 911,066 | 0.00% | 31q | +8.5%+$771.5K |
| LOOMIS SAYLES & CO L P | $6.4M | 596,159 | 0.01% | 2q | +30.1%+$1.5M |
| Advisors Asset Management, Inc. | $6.0M | 551,971 | 0.09% | 34q | +0.7%+$42.4K |
| Invesco Ltd. | $5.6M | 520,407 | 0.00% | 31q | +2.3%+$128.5K |
| 1607 Capital Partners, LLC | $4.7M | 431,397 | 0.41% | 4q | -47.6%-$4.2M |
| GUGGENHEIM CAPITAL LLC | $4.4M | 404,405 | 0.03% | 31q | -7.0%-$329.8K |
| Hennion & Walsh Asset Management, Inc. | $3.2M | 300,586 | 0.09% | 14q | +16.4%+$458.0K |
| Thayer Partners, LLC / MA | $2.9M | 271,432 | 1.21% | 3q | +16.4%+$412.8K |
| WELLS FARGO & COMPANY/MN | $2.4M | 218,293 | 0.00% | 31q | -37.3%-$1.4M |
| WOLVERINE ASSET MANAGEMENT LLC | $2.4M | 218,069 | 0.02% | 6q | +2.0%+$45.4K |
| Baird Financial Group, Inc. | $2.3M | 210,222 | 0.00% | 3q | +59.4%+$846.0K |
| Ethos Financial Group, LLC | $2.1M | 194,431 | 0.14% | 6q | -1.8%-$37.7K |
| ICON ADVISERS INC/CO | $1.9M | 180,280 | 0.37% | 3q | +5.9%+$108.0K |
| LPL Financial LLC | $1.5M | 138,067 | 0.00% | 31q | +7.3%+$101.0K |
| OSAIC HOLDINGS, INC. | $1.4M | 132,168 | 0.00% | 26q | HELD |
| MAI Capital Management | $1.2M | 107,194 | 0.00% | 7q | -2.6%-$31.3K |
| Keating Financial Advisory Services, Inc. | $1.1M | 106,351 | 0.15% | 3q | -22.1%-$325.9K |
| ROYAL BANK OF CANADA | $1.0M | 95,926 | 0.00% | 31q | -6.8%-$75.3K |
| UBS Group AG | $1.0M | 94,820 | 0.00% | 31q | -12.1%-$140.7K |
| Logan Stone Capital, LLC | $935.4K | 86,613 | 0.20% | 4q | -60.1%-$1.4M |
| Cetera Investment Advisers | $853.7K | 79,049 | 0.00% | 10q | +15.9%+$116.9K |
| Balyasny Asset Management L.P. | $703.9K | 65,175 | 0.00% | 4q | -59.0%-$1.0M |
| Hilltop Partners LLC | $627.1K | 34,122 | 0.15% | 2q | +29.8%+$144.1K |
| Garner Asset Management Corp | $619.7K | 57,383 | 0.20% | 31q | +2.1%+$12.8K |
| AMERIPRISE FINANCIAL INC | $615.8K | 57,016 | 0.00% | 31q | -52.8%-$688.0K |
| NewEdge Advisors, LLC | $575.5K | 53,282 | 0.00% | new | NEW |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $452.6K | 41,909 | 0.03% | 6q | -49.1%-$435.8K |
| Saba Capital Management, L.P. | $414.1K | 38,347 | 0.01% | new | NEW |
| Apollon Wealth Management, LLC | $409.4K | 37,909 | 0.00% | 19q | -13.5%-$64.1K |
| REGIONS FINANCIAL CORP | $381.5K | 35,322 | 0.00% | 27q | -0.8%-$3.2K |
| Shaker Financial Services, LLC | $365.6K | 33,856 | 0.11% | 4q | -37.2%-$216.3K |
| Virtus Investment Advisers, LLC | $364.4K | 33,745 | 0.08% | 6q | -26.5%-$131.2K |
| CHOREO, LLC | $324.0K | 30,000 | 0.00% | 9q | -3.7%-$12.3K |
| Ballentine Partners, LLC | $300.7K | 27,846 | 0.00% | 16q | HELD |
| CITADEL ADVISORS LLC | $293.5K | 27,178 | 0.00% | 3q | +131.1%+$166.5K |
| Westchester Capital Management, LLC | $288.1K | 26,678 | 0.01% | 4q | HELD |
| BENJAMIN EDWARDS INC | $285.9K | 26,470 | 0.00% | 8q | HELD |
| MCCARTER PRIVATE WEALTH SERVICES LLC | $276.9K | 25,637 | 0.10% | new | NEW |
| Dynamic Advisor Solutions LLC | $232.4K | 21,520 | 0.01% | 17q | +12.2%+$25.3K |
| STIFEL FINANCIAL CORP | $229.6K | 21,261 | 0.00% | 31q | -7.4%-$18.4K |
| NOMURA HOLDINGS INC | $216.0K | 20,000 | 0.00% | 3q | +6.5%+$13.2K |
| MELFA WEALTH MANAGEMENT, INC. | $214.4K | 19,850 | 0.12% | 15q | -21.6%-$59.1K |
| Kestra Advisory Services, LLC | $210.8K | 19,515 | 0.00% | 2q | +44.9%+$65.3K |
| HBK Sorce Advisory LLC | $206.4K | 19,110 | 0.00% | 23q | HELD |
| RETIREMENT PLANNING GROUP, LLC / NY | $197.4K | 18,281 | 0.11% | 4q | -31.6%-$91.1K |
| Rockefeller Capital Management L.P. | $196.2K | 18,171 | 0.00% | 25q | HELD |
| AEGON USA Investment Management, LLC | $191.9K | 17,768 | 0.14% | 3q | HELD |
| STEPHENS INC /AR/ | $168.9K | 15,640 | 0.00% | 4q | HELD |
| READYSTATE ASSET MANAGEMENT LP | $148.5K | 13,748 | 0.01% | 7q | -61.4%-$236.3K |
| HighTower Advisors, LLC | $140.4K | 12,999 | 0.00% | 3q | -25.7%-$48.6K |
| Focus Partners Wealth | $133.8K | 12,388 | 0.00% | 7q | +1.9%+$2.5K |
| FIFTH THIRD BANCORP | $131.8K | 12,204 | 0.00% | 2q | +5.7%+$7.1K |
| OpenArc Corporate Advisory, LLC | $129.2K | 11,960 | 0.00% | 3q | HELD |
| JANE STREET GROUP, LLC | $118.6K | 10,978 | 0.00% | 5q | -23.2%-$35.9K |
| J.W. COLE ADVISORS, INC. | $117.1K | 10,843 | 0.00% | new | NEW |
| SHUFRO ROSE & CO LLC | $116.6K | 10,800 | 0.01% | 3q | HELD |
| XTX Topco Ltd | $111.9K | 10,362 | 0.00% | new | NEW |
| WESCAP Management Group, Inc. | $110.3K | 10,217 | 0.02% | 28q | HELD |
| Sigma Planning Corp | $108.9K | 10,087 | 0.00% | 4q | HELD |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | $108.0K | 10,000 | 0.06% | 8q | HELD |
| JPMORGAN CHASE & CO | $101.0K | 9,423 | 0.00% | 3q | +27.5%+$21.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $100.2K | 9,280 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $81.6K | 7,551 | 0.00% | 31q | HELD |
| Arax Advisory Partners | $79.1K | 7,326 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $51.8K | 4,800 | 0.00% | 17q | HELD |
| Parallel Advisors, LLC | $51.3K | 4,754 | 0.00% | 29q | HELD |
| Gould Capital, LLC | $41.4K | 3,832 | 0.02% | 8q | +34.3%+$10.6K |
| CoreCap Advisors, LLC | $28.1K | 2,600 | 0.00% | 8q | +100.0%+$14.0K |
| Allworth Financial LP | $10.8K | 1,000 | 0.00% | 21q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $9.8K | 906 | 0.00% | new | NEW |
| CALDWELL SUTTER CAPITAL, INC. | $8.1K | 750 | 0.00% | 15q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $7.5K | 700 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $6.6K | 609 | 0.00% | 11q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $6.5K | 600 | 0.00% | 4q | HELD |
| COHEN & STEERS, INC. | $1.6K | 147,240 | 0.00% | 16q | HELD |
| HARBOUR INVESTMENTS, INC. | $1.5K | 140 | 0.00% | 3q | +2.9% |
| JFS WEALTH ADVISORS, LLC | $767 | 71 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $532 | 49,320 | 0.00% | 31q | +37.6% |
| Janney Montgomery Scott LLC | $372 | 34,400 | 0.00% | 4q | -1.4% |
| Tower Research Capital LLC (TRC) | $151 | 14 | 0.00% | 3q | +55.6% |
| HUNTINGTON NATIONAL BANK | $22 | 2 | 0.00% | 15q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 80 | $98.3M | 9,075,026 | 10 | 26 | 23 | 0.0% |
| Q1 2026 | 81 | $98.0M | 9,101,152 | 8 | 20 | 31 | 0.0% |
| Q4 2025 | 89 | $111.7M | 9,893,107 | 20 | 21 | 27 | 0.0% |
| Q3 2025 | 74 | $98.4M | 8,349,093 | 13 | 25 | 13 | 0.0% |
| Q2 2025 | 74 | $104.1M | 8,345,129 | 7 | 24 | 19 | 0.0% |
| Q1 2025 | 74 | $96.6M | 7,703,739 | 8 | 15 | 22 | 0.0% |
| Q4 2024 | 70 | $100.9M | 7,863,069 | 7 | 12 | 23 | 0.0% |
| Q3 2024 | 73 | $98.6M | 7,653,991 | 16 | 16 | 13 | 0.0% |
| Q2 2024 | 62 | $95.3M | 7,104,114 | 6 | 15 | 19 | 0.0% |
| Q1 2024 | 61 | $126.8M | 9,526,010 | 7 | 14 | 17 | 0.0% |
| Q4 2023 | 73 | $106.5M | 8,480,498 | 7 | 14 | 26 | 0.0% |
| Q3 2023 | 74 | $112.4M | 9,134,893 | 3 | 20 | 22 | 0.0% |
| Q2 2023 | 78 | $112.1M | 9,633,265 | 2 | 13 | 33 | 0.0% |
| Q1 2023 | 81 | $118.6M | 10,401,038 | 7 | 17 | 29 | 0.0% |
| Q4 2022 | 73 | $120.1M | 11,013,054 | 15 | 16 | 24 | 0.0% |
| Q3 2022 | 83 | $119.6M | 10,747,316 | 12 | 21 | 22 | 0.0% |
| Q2 2022 | 80 | $119.9M | 10,433,488 | 9 | 29 | 19 | 0.0% |
| Q1 2022 | 80 | $115.9M | 8,791,272 | 15 | 24 | 14 | 0.0% |
| Q4 2021 | 75 | $121.2M | 8,040,291 | 7 | 23 | 11 | 0.0% |
| Q3 2021 | 79 | $127.4M | 8,742,326 | 14 | 20 | 14 | 0.0% |
| Q2 2021 | 84 | $262.3M | 18,230,676 | 8 | 27 | 16 | 0.0% |
| Q1 2021 | 92 | $265.5M | 18,650,045 | 12 | 26 | 23 | 0.0% |
| Q4 2020 | 96 | $263.6M | 20,031,163 | 12 | 20 | 29 | 0.0% |
| Q3 2020 | 90 | $217.3M | 18,279,140 | 7 | 22 | 27 | 0.0% |
| Q2 2020 | 93 | $204.4M | 17,925,632 | 6 | 19 | 36 | 0.0% |
| Q1 2020 | 101 | $174.5M | 16,789,206 | 8 | 29 | 37 | 0.0% |
| Q4 2019 | 115 | $239.4M | 17,267,060 | 18 | 32 | 27 | 0.0% |
| Q3 2019 | 97 | $218.6M | 16,308,136 | 9 | 26 | 30 | 0.0% |
| Q2 2019 | 94 | $212.6M | 15,491,904 | 12 | 24 | 28 | 0.0% |
| Q1 2019 | 97 | $183.6M | 13,650,772 | 12 | 30 | 26 | 0.0% |
| Q4 2018 | 97 | $175.8M | 13,624,141 | 2 | 1 | 2 | 0.0% |