Skip to content
Disclosery

EVF EATON VANCE SR INCOME TR

Follow

SH BEN INT (common), issuer CIK 1070732

51 managers (51 13F filers) reported a position in EVF shares at 2025-09-30, 3,460,193 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
51
13F filers
51
New
10
Added
17
Reduced
11
Sold out
4
Shares held by filers
3,460,193

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 INC653,679$3.58M0.07%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…359,010$1.97M0.01%+1,83513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC275,865$1.51M0.01%+30,08313F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC272,779$1.49M0.02%+102,63013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.262,789$1.44M<0.01%+1,75613F-HRTimelineGroup
1607 Capital Partners, LLC250,140$1.37M0.1%new13F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…158,791$870K0.25%+15,96613F-HRTimelineGroup
UBS Group AGin group UBS Group AG124,234$681K<0.01%-10,66613F-HRTimelineGroup
Ethos Financial Group, LLC122,455$671K0.05%+5,85813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY120,349$660K<0.01%-7,54613F-HR/ATimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC107,882$591K<0.01%+51,01813F-HRTimelineGroup
Shaker Financial Services, LLC65,061$357K0.12%+1,83613F-HRTimeline
LPL Financial LLC49,515$271K<0.01%+7,94413F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.46,547$255K0.15%+17,75013F-HRTimeline
Cetera Investment Advisers43,748$240K<0.01%+15,71713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN43,700$239K<0.01%-34,69013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC43,671$239K<0.01%-149,36813F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…35,500$195K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,810$193K<0.01%+2,00113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC33,023$181K<0.01%+1,26213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/30,432$167K<0.01%-6,18713F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,415$161K<0.01%013F-HRTimelineGroup
Tactive Advisors, LLC27,310$150K0.04%-36413F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…23,309$128K0.01%013F-HRTimelineGroup
HORIZON KINETICS ASSET MANAGEMENT LLC21,730$119K<0.01%-10,40013F-HRTimeline
Logan Stone Capital, LLC18,994$104K0.05%+3,95213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.18,549$102K<0.01%013F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management18,197$99.7K<0.01%new13F-HRTimelineGroup
Concorde Asset Management, LLC15,780$86.7K0.04%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,129$82.9K<0.01%-1,30913F-HRTimelineGroup
Element Wealth, LLC13,818$75.7K0.03%+6813F-HRTimeline
Advisory Services Network, LLC13,254$72.6K<0.01%-4,10813F-HRTimeline
Bedel Financial Consulting, Inc.11,962$65.6K0.01%013F-HRTimeline
Integrated Wealth Concepts LLC11,857$65K<0.01%new13F-HRTimeline
Janney Montgomery Scott LLC11,676$64K<0.01%013F-HRTimeline
NWF Advisory Services Inc.10,600$58.1K0.01%-7,00013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,031$55K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,000$54.8K<0.01%013F-HRTimelineGroup
Moors & Cabot, Inc.10,000$54.8K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,750$48K<0.01%-55913F-HRTimelineGroup
MAI Capital Management7,897$43.3K<0.01%013F-HRTimeline
WFA of San Diego, LLC6,855$37.6K0.03%+99513F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.4,238$23.2K0.07%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,983$16.3K<0.01%+4913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,253$7K<0.01%013F-HRTimelineGroup
Wealthspire Advisors, LLC900$4.93K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS792$4.34K<0.01%new13F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC700$3.84K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…229$1.26K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\4$22<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC1$5<0.01%013F-HRTimeline