Security Snapshot

Eaton Vance Senior Floating-Rate Trust - Common Shares of Beneficial Interest, $0.01 par value (EFR) Institutional Ownership

CUSIP: 27828Q105

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

100

Shares (Excl. Options)

11,799,454

Price

$10.60

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Security type / class
Equity / Common Shares of Beneficial Interest, $0.01 par value
Symbol
EFR on NYSE
All holders as of 30 Jun 2026
Q2 2026
Total 13F shares
11,799,454
Latest holder snapshot 5 signals
Total 13F value
$124,957,287
Portfolio coverage rank
0%
Share change
+814,325
Value change
+$8,634,921
Number of holders
100
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
29,555,415
SEC-reported price per share
$10.62
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • EFR - Eaton Vance Senior Floating-Rate Trust - Common Shares of Beneficial Interest, $0.01 par value is tracked under CUSIP 27828Q105.
  • 100 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 98 to 100 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $117,345,725 to $124,957,287.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 100 institutions filings for Q2 2026.

Open SEC evidence

Security key

27828Q105

Latest holder period

Q2 2026

13F holders

100

13D/G owners

1

CIK / CUSIP context first

Open Q2 2026 holders EFR full holder history Eaton Vance Senior Floating-Rate Trust SEC filings Eaton Vance Senior Floating-Rate Trust insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
EFR
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
1607 Capital Partners, LLC 3% -47% $9,474,432 -$7,419,014 889,618 -44% 1607 Capital Partners, LLC 30 Jun 2026

As of 30 Jun 2026, 100 institutional investors reported holding 11,799,454 shares of Eaton Vance Senior Floating-Rate Trust - Common Shares of Beneficial Interest, $0.01 par value (EFR). This represents 40% of the company’s total 29,555,415 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
33%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
1607 Capital Partners, LLC 3% 889,618 -44% 0.82% $9,429,951
Pathstone Holdings, LLC 2.1% 631,630 -28% 0.02% $6,695,279
AMERIPRISE FINANCIAL INC 2% 593,268 +4.7% 0% $6,288,638
Invesco Ltd. 1.9% 569,237 +1.6% 0% $6,033,912
Advisors Asset Management, Inc. 1.9% 567,622 +0.76% 0.09% $6,016,793
Saba Capital Management, L.P. 1.8% 544,453 +108% 0.18% $5,771,202
LOOMIS SAYLES & CO L P 1.6% 479,834 +38% 0.01% $5,086,241
BANK OF AMERICA CORP /DE/ 1.6% 468,927 -2.7% 0% $4,970,627
MORGAN STANLEY 1.6% 468,678 -6.1% 0% $4,967,990
WELLS FARGO & COMPANY/MN 1.5% 445,785 +158% 0% $4,725,324
GUGGENHEIM CAPITAL LLC 1.5% 439,149 +3.8% 0.03% $4,654,979
Gridiron Partners, LLC 1.5% 433,896 +525% 2.4% $4,599,298
Logan Stone Capital, LLC 1.3% 389,253 -28% 0.87% $4,126,082
COHEN & STEERS, INC. 1.2% 352,902 0% 0.01% $3,741,000
Marble Harbor Investment Counsel, LLC 1.1% 326,275 0.35% $3,458,515
Baird Financial Group, Inc. 1% 309,856 +23% 0% $3,284,474
WOLVERINE ASSET MANAGEMENT LLC 0.98% 290,847 +9.2% 0.04% $3,082,978
SIT INVESTMENT ASSOCIATES INC 0.81% 239,791 -16% 0.05% $2,542,000
Balyasny Asset Management L.P. 0.75% 220,390 -1.1% 0% $2,336,134
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.69% 202,768 +10% 0% $2,149,345
Ethos Financial Group, LLC 0.65% 193,316 -5.9% 0.14% $2,049,151
WHITE PINE CAPITAL LLC 0.65% 191,126 -5.7% 0.48% $2,025,936
LPL Financial LLC 0.59% 175,008 +20% 0% $1,855,080
ICON ADVISERS INC/CO 0.56% 164,734 +51% 0.33% $1,746,180
OSAIC HOLDINGS, INC. 0.51% 151,159 +60% 0% $1,602,282

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 11,799,454 $124,957,287 +$8,634,921 $10.60 100
2026 Q1 11,133,727 $117,345,725 +$379,954 $10.54 98
2025 Q4 11,080,230 $123,332,010 +$20,135,254 $11.14 97
2025 Q3 9,491,558 $105,293,566 +$15,137,851 $11.44 98
2025 Q2 7,873,472 $95,307,499 +$7,273,725 $12.12 87
2025 Q1 7,303,335 $89,290,174 +$3,331,226 $12.25 87
2024 Q4 7,041,288 $89,999,224 +$3,634,670 $12.80 94
2024 Q3 6,565,463 $83,724,960 +$1,718,081 $12.75 90
2024 Q2 6,405,276 $83,786,522 -$5,505,301 $13.08 81
2024 Q1 6,890,562 $89,803,501 -$4,403,993 $13.03 87
2023 Q4 7,235,316 $91,612,665 -$1,932,415 $12.66 87
2023 Q3 7,399,201 $89,589,621 -$850,968 $12.11 88
2023 Q2 7,487,364 $87,972,438 -$460,993 $11.75 83
2023 Q1 7,613,152 $86,275,818 +$1,217,653 $11.33 91
2022 Q4 7,571,787 $82,898,158 +$6,227,267 $10.94 90
2022 Q3 7,021,273 $78,002,702 -$830,434 $11.11 80
2022 Q2 7,078,817 $86,831,405 +$7,315,347 $12.27 75
2022 Q1 6,465,588 $86,717,460 -$7,088,623 $13.41 81
2021 Q4 6,896,230 $101,761,560 +$4,520,730 $14.76 85
2021 Q3 6,466,456 $94,499,660 -$100,721,986 $14.61 71
2021 Q2 13,603,717 $192,421,450 -$2,769,337 $14.15 89
2021 Q1 13,823,414 $190,654,142 -$5,204,190 $13.79 92
2020 Q4 14,294,323 $182,048,190 +$19,207,444 $12.73 92
2020 Q3 12,795,805 $149,067,890 +$4,801,481 $11.63 84
2020 Q2 12,382,902 $140,268,960 +$7,859,086 $11.32 84
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