Skip to content

EVF EATON VANCE SR INCOME TR

Follow

SH BEN INT (common), issuer CIK 1070732

56 managers (56 13F filers) reported a position in EVF shares at 2026-06-30, 5,193,773 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
56
13F filers
56
New
7
Added
18
Reduced
12
Sold out
6
Shares held by filers
5,193,773

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC770,880$3.84M0.07%-26,22713F-HRTimelineGroup
1607 Capital Partners, LLC640,377$3.19M0.28%-276,59113F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC462,719$2.3M0.03%-28,53213F-HRTimelineGroup
Cambridge Investment Research Advisors,…374,177$1.86M<0.01%+7,15413F-HR/ATimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC373,623$1.86M0.01%+33,08313F-HRTimelineGroup
Matisse Capital370,000$1.84M0.74%+342,47313F-HRTimeline
ICON ADVISERS INC/CO327,921$1.63M0.31%+20,55013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.223,776$1.11M<0.01%-12,65613F-HRTimelineGroup
Logan Stone Capital, LLC189,967$946K0.2%+20,16313F-HRTimeline
UBS Group AGin group UBS Group AG123,215$614K<0.01%+53713F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P122,694$611K<0.01%013F-HRTimelineGroup
Atlas Wealth LLC121,904$607K0.09%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY105,332$525K<0.01%-6,36413F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.100,497$500K0.27%+28,20013F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…78,410$390K0.09%-20,45513F-HRTimelineGroup
Almitas Capital LLC74,751$372K0.09%+31,82713F-HRTimeline
Ethos Financial Group, LLC74,629$372K0.02%-34,81013F-HRTimeline
Shaker Financial Services, LLC57,309$285K0.09%+9,00013F-HRTimeline
LPL Financial LLC55,157$275K<0.01%+4,48613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN49,032$244K<0.01%-9,14913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,577$192K<0.01%+11,31913F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…38,471$192K0.01%013F-HRTimeline
SIMON QUICK ADVISORS, LLC34,918$174K0.01%+66413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/33,294$166K<0.01%+10713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC30,629$153K<0.01%+1,33213F-HRTimelineGroup
Cetera Investment Advisers29,385$146K<0.01%-4,12713F-HRTimeline
Tactive Advisors, LLC25,589$127K0.03%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…23,309$116K0.01%013F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC21,730$108K<0.01%013F-HRTimeline
Closed-End Fund Advisors, Inc.20,046$99.8K0.1%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC20,037$99.8K<0.01%013F-HRTimelineGroup
Quadrant Private Wealth Management, LLC18,605$92.7K0.02%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.18,589$92.6K<0.01%new13F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.18,549$92.4K<0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,156$90.4K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC15,937$79.4K<0.01%+20613F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC12,390$61.7K<0.01%new13F-HRTimeline
Bedel Financial Consulting, Inc.11,962$59.6K0.01%013F-HRTimeline
Integrated Wealth Concepts LLC11,857$59K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,004$54.8K<0.01%-15,93613F-HRTimelineGroup
Creative Planningin group Creative Planning10,631$52.9K<0.01%-9,54013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,000$49.8K<0.01%013F-HRTimelineGroup
Moors & Cabot, Inc.10,000$49.8K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.4,238$21.1K0.05%013F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.3,367$16.8K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,422$12.1K<0.01%013F-HRTimelineGroup
SHP Wealth Management1,000$4.98K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA902$4K<0.01%-35113F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC700$3.49K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS552$2.75K<0.01%+1713F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…244$1.22K<0.01%+413F-HRTimelineGroup
Farther Finance Advisors, LLC205$1.02K<0.01%+413F-HRTimeline
Allied Private Wealth LLC60$298<0.01%13F-HRTimeline
Institute for Wealth Management, LLC.43$215<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4$20<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC1$5<0.01%013F-HRTimeline