Skip to content

EFT EATON VANCE FLOATING RATE IN

Follow

COM (fund), issuer CIK 1288992

79 managers (79 13F filers) reported a position in EFT shares at 2025-03-31, 7,864,083 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
79
13F filers
79
New
8
Added
18
Reduced
23
Sold out
5
Shares held by filers
7,864,083

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY1,335,496$16.8M<0.01%-43,47013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,106,500$13.9M<0.01%-227,58813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC766,447$9.62M<0.01%+117,34213F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC557,099$6.99M0.07%-47,00113F-HRTimelineGroup
Advisors Asset Management, Inc.492,934$6.19M0.12%-3,95213F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.485,919$6.1M0.01%+73,80213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.410,386$5.15M<0.01%+15,00913F-HRTimelineGroup
LPL Financial LLC283,289$3.56M<0.01%+117,71713F-HRTimeline
Ethos Financial Group, LLC220,923$2.77M0.27%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA215,021$2.7M<0.01%-13,44013F-HR/ATimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC151,834$1.91M0.04%+18,27713F-HRTimelineGroup
UBS Group AGin group UBS Group AG145,089$1.82M<0.01%-7,40913F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP130,000$1.63M0.01%-15,00013F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.121,015$1.52M0.07%+8,08513F-HRTimeline
MAI Capital Management120,153$1.51M0.01%+76813F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.87,240$1.09M<0.01%013F-HRTimelineGroup
Koshinski Asset Management, Inc.87,032$1.09M0.09%-3,58613F-HRTimeline
Capital Investment Advisory Services, L…79,677$1000K0.09%new13F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding74,571$936K+19,484Timeline
Garner Asset Management Corp65,839$826K0.36%-4,85513F-HRTimeline
Marble Harbor Investment Counsel, LLC62,617$786K0.09%-22,23313F-HRTimeline
Cetera Investment Advisers58,421$733K<0.01%+23,46213F-HRTimeline
Cambridge Investment Research Advisors,…57,981$728K<0.01%-2,07713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN54,147$680K<0.01%-5,62413F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC45,000$565K<0.01%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP39,224$492K<0.01%-3,25313F-HRTimelineGroup
Morse Asset Management, Inc37,846$475K0.12%+7413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC34,652$435K<0.01%-35,44813F-HRTimelineGroup
CHOREO, LLC31,142$391K0.01%+1,14213F-HRTimeline
HBK Sorce Advisory LLC29,158$366K0.01%-2,29213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC28,075$352K<0.01%013F-HRTimelineGroup
Ballentine Partners, LLC27,846$349K0.01%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP26,245$329K0.02%+3,35113F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.25,319$318K0.21%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC21,902$275K0.01%new13F-HRTimelineGroup
Joel Isaacson & Co., LLC21,152$265K0.01%-20,00013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…21,076$265K0.02%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…21,024$264K<0.01%-1,00013F-HRTimelineGroup
GREENBERG FINANCIAL GROUP20,555$221K0.09%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.17,491$220K0.01%+2,89513F-HR/ATimelineGroup
Dynamic Advisor Solutions LLC16,948$213K0.01%+1,13513F-HRTimeline
Private Advisor Group, LLC16,107$202K<0.01%013F-HRTimeline
BARD ASSOCIATES INC15,192$191K0.07%013F-HRTimeline
First Heartland Consultants, Inc.15,126$190K0.02%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth12,933$162K<0.01%+24513F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,865$161K<0.01%+2,57013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,706$159K<0.01%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,629$158K<0.01%-1,91113F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC12,000$151K<0.01%013F-HRTimeline
PFG Investments, LLC11,930$150K0.01%+6813F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC11,278$142K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC10,535$132K<0.01%-2,40213F-HRTimeline
WESCAP Management Group, Inc.10,217$128K0.03%013F-HRTimeline
HFG Advisors, Inc.10,069$126K0.11%new13F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA10,000$126K0.07%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,551$94.8K<0.01%013F-HRTimelineGroup
COMERICA BANK7,032$88.3K<0.01%-30713F-HRTimeline
Elequin Capital, LP6,675$83.8K0.02%+3,43913F-HRTimeline
CoreCap Advisors, LLC6,400$80.3K<0.01%013F-HRTimeline
Parallel Advisors, LLC5,575$70K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA4,800$60.2K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.4,550$57K<0.01%+4,54613F-HRTimeline
MeadowBrook Investment Advisors LLC2,635$33.1K0.03%-81513F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,160$27.1K0.01%013F-HRTimeline
NewEdge Advisors, LLC2,000$25.1K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,000$12.6K<0.01%013F-HRTimeline
Gould Capital, LLC1,000$12.6K0.01%013F-HRTimeline
Allworth Financial LP1,000$12K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC850$10.9K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.800$10K<0.01%-1,00013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.750$9.41K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC609$7.64K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management330$4.14K<0.01%013F-HRTimelineGroup
Key Financial Inc325$4.08K<0.01%013F-HRTimeline
Addison Advisors LLC100$1.25K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC40$1K<0.01%013F-HRTimelineGroup
Lindbrook Capital, LLC15$188<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14$176<0.01%-17213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.