Skip to content

EVF EATON VANCE SR INCOME TR

Follow

SH BEN INT (common), issuer CIK 1070732

46 managers (46 13F filers) reported a position in EVF shares at 2025-06-30, 2,499,815 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
46
13F filers
46
New
6
Added
12
Reduced
14
Sold out
5
Shares held by filers
2,499,815

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
Cambridge Investment Research Advisors,…357,175$2.03M0.01%+15,04713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.261,033$1.49M<0.01%+28,35313F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC245,782$1.4M0.01%-42,49913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC193,039$1.1M<0.01%+16,21513F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC170,149$968K0.02%+105,66013F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…142,825$813K0.27%-25,22513F-HRTimelineGroup
UBS Group AGin group UBS Group AG134,900$768K<0.01%-17,27413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY127,895$728K<0.01%-3,19313F-HRTimelineGroup
Ethos Financial Group, LLC116,597$663K0.06%+19,09613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN78,390$446K<0.01%+6,19113F-HRTimelineGroup
Shaker Financial Services, LLC63,225$360K0.13%new13F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC56,864$324K<0.01%new13F-HRTimelineGroup
LPL Financial LLC41,571$237K<0.01%-15,51513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/36,619$208K<0.01%-51713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,809$187K<0.01%+59713F-HR/ATimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC32,130$183K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC31,761$181K<0.01%+32013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,415$167K<0.01%-12,45513F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.28,797$164K0.1%+9,00013F-HRTimeline
Cetera Investment Advisers28,031$159K<0.01%+3,00013F-HRTimeline
Tactive Advisors, LLC27,674$157K0.05%13F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…23,309$133K0.01%013F-HRTimelineGroup
Buska Wealth Management, LLC18,850$107K0.03%-16913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.18,549$106K<0.01%013F-HRTimelineGroup
NWF Advisory Services Inc.17,600$100K0.01%013F-HRTimeline
Advisory Services Network, LLC17,362$97.6K<0.01%-29,61713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,671$94.9K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,438$93.5K<0.01%-16,85413F-HRTimelineGroup
CWM, LLCin group CWM, LLC15,300$87K<0.01%013F-HRTimelineGroup
Logan Stone Capital, LLC15,042$85.6K0.04%new13F-HRTimeline
Element Wealth, LLC13,750$78.2K0.04%+16913F-HRTimeline
Bedel Financial Consulting, Inc.11,962$68.1K0.01%013F-HRTimeline
Janney Montgomery Scott LLC11,676$66K<0.01%-3,70013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,646$60.6K<0.01%-31613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,000$56.9K<0.01%013F-HRTimelineGroup
Moors & Cabot, Inc.10,000$56.9K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,309$53K<0.01%new13F-HRTimelineGroup
MAI Capital Management7,897$44.9K<0.01%-62613F-HRTimeline
WFA of San Diego, LLC5,860$33.3K0.02%13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC4,483$25.5K<0.01%new13F-HR/ATimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.4,238$24.1K0.07%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,934$16.7K<0.01%+1713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,253$7K<0.01%-4,22213F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\4$23<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC1$6<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.