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 2025-06-30, 8,318,269 shares in all. 7 filers opened a position and 7 filers sold out during the quarter.

Managers
79
13F filers
79
New
7
Added
25
Reduced
21
Sold out
7
Shares held by filers
8,318,269

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,050,109$13.1M<0.01%-56,39113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY987,294$12.3M<0.01%-348,20213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC830,163$10.4M<0.01%+63,71613F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC529,959$6.61M0.05%-27,14013F-HRTimelineGroup
Advisors Asset Management, Inc.517,700$6.46M0.12%+24,76613F-HR/ATimeline
Invesco Ltd.in group Invesco Ltd.503,658$6.29M<0.01%+93,27213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.476,710$5.95M0.01%-9,20913F-HR/ATimelineGroup
Polar Asset Management Partners Inc.415,055$5.18M0.13%new13F-HRTimeline
LPL Financial LLC309,814$3.87M<0.01%+26,52513F-HRTimeline
Ethos Financial Group, LLC224,637$2.8M0.24%+3,71413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA199,259$2.49M<0.01%-15,76213F-HR/ATimelineGroup
Hennion & Walsh Asset Management, Inc.181,489$2.26M0.09%+60,47413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC142,880$1.78M0.04%-8,95413F-HRTimelineGroup
UBS Group AGin group UBS Group AG142,859$1.78M<0.01%-2,23013F-HRTimelineGroup
NewEdge Advisors, LLC122,562$1.53M0.01%+120,56213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP120,000$1.5M0.01%-10,00013F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.117,240$1.46M<0.01%+30,00013F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…116,409$1.45M0.11%+95,33313F-HRTimelineGroup
MAI Capital Management115,270$1.44M0.01%-4,88313F-HRTimeline
Koshinski Asset Management, Inc.86,026$1.07M0.08%-1,00613F-HRTimeline
Capital Investment Advisory Services, L…77,885$972K0.08%-1,79213F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC69,454$867K0.01%+47,55213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN69,393$866K<0.01%+15,24613F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…63,600$794K0.27%-10,97113F-HRTimelineGroup
Cetera Investment Advisers60,846$759K<0.01%+2,42513F-HRTimeline
Cambridge Investment Research Advisors,…59,845$747K<0.01%+1,86413F-HRTimeline
Garner Asset Management Corp59,543$743K0.34%-6,29613F-HRTimeline
Marble Harbor Investment Counsel, LLC56,450$704K0.08%-6,16713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC44,684$558K<0.01%+10,03213F-HRTimelineGroup
Morse Asset Management, Inc38,277$478K0.1%+43113F-HRTimeline
READYSTATE ASSET MANAGEMENT LP37,978$474K0.02%+11,73313F-HRTimeline
HBK Sorce Advisory LLC35,846$447K0.01%+6,68813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP34,259$428K<0.01%-4,96513F-HRTimelineGroup
CHOREO, LLC31,142$389K0.01%013F-HRTimeline
Ballentine Partners, LLC27,846$348K0.01%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC27,525$344K<0.01%-55013F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.25,319$316K0.2%013F-HRTimeline
Joel Isaacson & Co., LLC21,152$264K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…20,024$250K<0.01%-1,00013F-HR/ATimelineGroup
Dynamic Advisor Solutions LLC17,876$223K0.01%+92813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,494$218K<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC15,778$197K<0.01%-32913F-HRTimeline
BARD ASSOCIATES INC15,192$190K0.06%013F-HRTimeline
First Heartland Consultants, Inc.15,126$189K0.02%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth13,192$165K<0.01%+25913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,017$162K<0.01%+15213F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,706$159K<0.01%013F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC12,165$152K<0.01%+88713F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC12,000$150K<0.01%013F-HRTimeline
GREENBERG FINANCIAL GROUP12,455$135K0.05%-8,10013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,750$134K<0.01%+21513F-HRTimeline
WESCAP Management Group, Inc.10,217$128K0.03%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,151$127K0.01%-7,34013F-HRTimelineGroup
HFG Advisors, Inc.10,069$126K0.1%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,063$126K<0.01%new13F-HRTimelineGroup
ORLEANS CAPITAL MANAGEMENT CORP/LA10,000$125K0.07%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,551$94.2K<0.01%013F-HRTimelineGroup
COMERICA BANK7,107$88.7K<0.01%+7513F-HRTimeline
CoreCap Advisors, LLC6,400$79.9K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA4,800$59.9K0.01%013F-HRTimeline
Parallel Advisors, LLC4,754$59.3K<0.01%-82113F-HRTimeline
LANARK FINANCIAL, INC.4,550$56K<0.01%013F-HRTimeline
MeadowBrook Investment Advisors LLC4,085$51K0.05%+1,45013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,400$42.4K<0.01%new13F-HRTimelineGroup
Gould Capital, LLC1,449$18.1K0.01%+44913F-HRTimeline
Wilmington Savings Fund Society, FSB1,000$12.5K<0.01%013F-HRTimeline
Allworth Financial LP1,000$12.5K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC850$10.6K<0.01%013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.750$9.36K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC609$7.6K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.435$5.43K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management330$4.12K<0.01%013F-HRTimelineGroup
Key Financial Inc325$4.06K<0.01%013F-HRTimeline
Traub Capital Management LLC270$3.37K<0.01%13F-HRTimeline
Addison Advisors LLC100$1.25K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…33$412<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO19$237<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC40$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.