$EFR

$10.21 -$0.01 (0.1%) Close

$EFR Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 29.5M shares outstanding

Who owns EFR?

By type of holder

Institutions 40.0% Insiders 4.9% Everyone else 55.2%

Concentration Top 10 holders own 22.1%

1607 Capital Partners, LLC 3.0% · UBS Group AG 4.8%

Institutional ownership

40.0%

+2.2 pts vs last qtr

Institutional holders

+1 vs last qtr

Net shares bought

+660.5K

by institutions in Q2 2026

New / sold out

10 / 9

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Gridiron Partners, LLC +364.4K
Marble Harbor Investment Counsel, LLC NEW +326.3K

Biggest sellers in Q2 2026

1607 Capital Partners, LLC −696.6K
Pathstone Holdings, LLC −249.4K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Eaton Vance Senior Floating-Rate Trust in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Eaton Vance Senior Floating-Rate Trust.

How patient are the owners?

Institutional shares by how long they've been held

5+ years35% 3–5 years10% 1–3 years13% Under 1 year42%

Quarterly turnover

17.3%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting EFR on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
1C 1607 Capital Partners, LLC	889.6K	3.01%	−696.6K (−43.9%)	Q3 '25	0.8%
Shares held by quarter Peak holding1.6M (Q1'26) Change over 8 quarters+889.6K Share of the company3.010% 1607 Capital Partners, LLC's full portfolio →
PH Pathstone Holdings, LLC	631.6K	2.14%	−249.4K (−28.3%)	Q3 '25	0.0%
Shares held by quarter Peak holding1.2M (Q4'25) Change over 8 quarters+631.6K Share of the company2.140% Pathstone Holdings, LLC's full portfolio →

1607 Capital Partners, LLC

889.6K

% of company

3.01%

Change vs last qtr

−696.6K (−43.9%)

Held since

Q3 '25

Pathstone Holdings, LLC

631.6K

% of company

2.14%

Change vs last qtr

−249.4K (−28.3%)

Held since

Q3 '25

28 more super investors behind a free account

See every manager holding Eaton Vance Senior Floating-Rate Trust, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting EFR on Form N-PORT; together they hold 4.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
RS Rational Special Situations Income Fund Mutual Fund & Variable Insurance Trust	$5.98M	288	0.00%	0.46%	March 31, 2026
IC Invesco CEF Income Composite ETF Invesco Exchange-Traded Fund Trust II	$4.18M	397.2K	1.35%	0.51%	August 31, 2026

Rational Special Situations Income Fund

Mutual Fund & Variable Insurance Trust

Position value

$5.98M

% of company

0.00%

% of the fund

0.46%

As of

March 31, 2026

Invesco CEF Income Composite ETF

Invesco Exchange-Traded Fund Trust II

Position value

$4.18M

% of company

1.35%

% of the fund

0.51%

As of

August 31, 2026

10 more funds behind a free account

See every fund holding Eaton Vance Senior Floating-Rate Trust and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
UG UBS Group AG Insider	1.4M	4.79%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company4.790% UBS Group AG's insider activity →
SA Sveen Andrew Insider	13.4K	0.05%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.050% Sveen Andrew's insider activity →

UBS Group AG

Insider

1.4M

% of company

4.79%

Change vs last qtr

—

Held since

—

Sveen Andrew

Insider

13.4K

% of company

0.05%

Change vs last qtr

—

Held since

—

3 more holders behind a free account

See every insider and 5%+ holder of Eaton Vance Senior Floating-Rate Trust.

Comments