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Disclosery

EFT EATON VANCE FLOATING RATE IN

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COM (fund), issuer CIK 1288992

75 managers (75 13F filers) reported a position in EFT shares at 2024-12-31, 7,584,462 shares in all. 7 filers opened a position and 12 filers sold out during the quarter.

Managers
75
13F filers
75
New
7
Added
13
Reduced
26
Sold out
12
Shares held by filers
7,584,462

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,378,966$17.7M<0.01%-72,52913F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,334,088$17.1M<0.01%-15,46313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC649,105$8.33M<0.01%13F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC604,100$7.75M0.06%+45,39413F-HRTimelineGroup
Advisors Asset Management, Inc.496,886$6.38M0.12%+76,05013F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.412,117$5.29M0.01%+113,03413F-HR/ATimelineGroup
Invesco Ltd.in group Invesco Ltd.395,377$5.07M<0.01%-2,72513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA228,461$2.93M<0.01%-15,82013F-HRTimelineGroup
LPL Financial LLC165,572$2.12M<0.01%+5,63113F-HRTimeline
UBS Group AGin group UBS Group AG152,498$1.96M<0.01%-31,12913F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP145,000$1.86M0.01%+10,00013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC133,557$1.71M0.04%-5,03813F-HRTimelineGroup
MAI Capital Management119,385$1.53M0.01%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.112,930$1.45M0.07%-12,44413F-HRTimeline
Koshinski Asset Management, Inc.90,618$1.16M0.1%-3,02913F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.87,240$1.12M<0.01%-14,00013F-HRTimelineGroup
Marble Harbor Investment Counsel, LLC84,850$1.09M0.12%013F-HRTimeline
Garner Asset Management Corp70,694$907K0.41%+513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC70,100$899K<0.01%+6,26913F-HRTimelineGroup
Cambridge Investment Research Advisors,…60,058$771K<0.01%-2,33113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN59,771$767K<0.01%+2,41013F-HRTimelineGroup
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…55,087$707K0.29%+5,06413F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC45,000$582K<0.01%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP42,477$545K<0.01%-11,86913F-HRTimelineGroup
Joel Isaacson & Co., LLC41,152$528K0.02%new13F-HRTimeline
Morse Asset Management, Inc37,772$485K0.11%+11,32213F-HRTimeline
Shaker Financial Services, LLC35,985$465K0.18%-18,76713F-HRTimeline
Cetera Investment Advisers34,959$449K<0.01%-2,97713F-HRTimeline
HBK Sorce Advisory LLC31,450$404K0.01%+2,34113F-HRTimeline
CHOREO, LLC30,000$394K0.01%-35013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC28,075$360K0.01%-40013F-HRTimelineGroup
Ballentine Partners, LLC27,846$357K0.01%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.25,319$325K0.22%-5,34413F-HRTimeline
READYSTATE ASSET MANAGEMENT LP22,894$294K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…22,024$283K<0.01%013F-HRTimelineGroup
Private Advisor Group, LLC16,107$207K<0.01%-4,42113F-HRTimeline
Dynamic Advisor Solutions LLC15,813$203K0.01%-1,07113F-HRTimeline
BARD ASSOCIATES INC15,192$196K0.07%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.14,596$187K0.01%new13F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,540$187K<0.01%013F-HRTimelineGroup
WT Wealth Management13,961$179K0.06%-8,77413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,937$166K<0.01%-1,28613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,706$163K<0.01%013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth12,688$163K<0.01%new13F-HR/ATimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC12,000$154K<0.01%013F-HRTimeline
PFG Investments, LLC11,862$152K0.01%-1,46413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,415$146K<0.01%new13F-HRTimelineGroup
ORLEANS CAPITAL MANAGEMENT CORP/LA10,000$133K0.07%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,295$132K<0.01%-75613F-HRTimelineGroup
WESCAP Management Group, Inc.10,217$131K0.03%013F-HRTimeline
Union Bancaire Privee, UBP SA8,200$108K<0.01%13F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,551$96.9K<0.01%013F-HRTimelineGroup
COMERICA BANK7,339$94.2K<0.01%013F-HR/ATimeline
CoreCap Advisors, LLC6,400$82.1K<0.01%-6,51413F-HRTimeline
Parallel Advisors, LLC5,575$71.5K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA4,800$61.6K0.01%013F-HRTimeline
MeadowBrook Investment Advisors LLC3,450$44.3K0.04%-1,80013F-HRTimeline
Elequin Capital, LP3,236$41.5K<0.01%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,160$27.7K0.01%013F-HRTimeline
NewEdge Advisors, LLC2,000$25.7K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.1,800$24.4K0.01%13F-HRTimeline
Allworth Financial LP1,000$13.4K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,000$12.8K<0.01%013F-HRTimeline
Gould Capital, LLC1,000$12.8K0.01%+61113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC850$10.9K<0.01%013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.750$9.62K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC609$7.81K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management330$4.23K<0.01%013F-HRTimelineGroup
Key Financial Inc325$4.17K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…186$2.39K<0.01%+18513F-HRTimelineGroup
Addison Advisors LLC100$1.28K<0.01%-14013F-HRTimeline
CWM, LLCin group CWM, LLC40$1K<0.01%013F-HRTimelineGroup
Lindbrook Capital, LLC15$192<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.4$580.01%-4,54613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.