EATON VANCE FLOATING-RATE EVLN
$48.60
+0.1% 52w: $46.43 – $48.64
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data46.4347.5348.64
Jun 20, 2025 Jul 2, 2026
Institutional holders
48
+0 QoQ
13F value
$1.18B
-4.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns EVLN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| TEXAS PERMANENT SCHOOL FUND CORP | Wealth advisor | 15.0M | $723.1M | 26.8% | Held |
| MORGAN STANLEY | Bank broker | 6.4M | $306.0M | 0.0% | -1.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 604.7K | $29.1M | 0.0% | +3.4% |
| Allworth Financial LP | Wealth advisor | 550.3K | $26.5M | 0.1% | +10.0% |
| LPL Financial LLC | Bank broker | 401.1K | $19.3M | 0.0% | +2.8% |
| Spartan Wealth Advisory Services LLC | Other | 207.6K | $10.0M | 0.9% | — |
| Eldridge Investment Advisors, Inc. | Wealth advisor | 179.6K | $8.7M | 1.9% | -5.5% |
| Corient Private Wealth LLC | Diversified mechanical | 147.2K | $7.1M | 0.0% | -50.8% |
| Obermeyer Wealth Partners | Other | 118.9K | $5.7M | 0.3% | +261.7% |
| Founders Financial Alliance, LLC | Other | 114.2K | $5.5M | 1.0% | -9.3% |
| GOLDMAN SACHS GROUP INC | Bank broker | 102.5K | $4.9M | 0.0% | -75.8% |
| CENTRAL TRUST Co | Diversified mechanical | 100.6K | $4.8M | 0.1% | +12.4% |
| Impact Partnership Wealth, LLC | Wealth advisor | 48.5K | $2.3M | 0.3% | +25.2% |
| Western Wealth Management, LLC | Wealth advisor | 42.1K | $2.0M | 0.1% | New |
| QTR Family Wealth, LLC | Other | 38.7K | $1.9M | 0.8% | 0.0% |
| Visionary Wealth Advisors | Wealth advisor | 34.4K | $1.7M | 0.1% | +8.1% |
| FOUNDERS FINANCIAL SECURITIES LLC | Wealth advisor | 25.7K | $1.2M | 0.1% | -22.0% |
| ROYAL BANK OF CANADA | Bank broker | 24.7K | $1.2M | 0.0% | +111.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 24.4K | $1.2M | 0.0% | -39.7% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 23.9K | $1.2M | 0.0% | +61.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 22.2K | $1.1M | 0.0% | +18.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 18.0K | $868K | 0.0% | +17.0% |
| Focus Partners Wealth | Wealth advisor | 16.8K | $816K | 0.0% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 16.8K | $810K | 0.0% | +68.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 16.0K | $770K | 0.0% | -77.1% |
| WEALTHSPAN PARTNERS, LLC | Wealth advisor | 15.0K | $721K | 0.3% | -25.6% |
| Kestra Advisory Services, LLC | Wealth advisor | 14.0K | $676K | 0.0% | New |
| Dynamic Financial Group | Wealth advisor | 13.2K | $634K | 0.5% | +0.7% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 11.2K | $539K | 0.0% | -2.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 9.9K | $477K | 0.0% | -0.3% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 9.7K | $468K | 0.0% | +49.3% |
| Blue Water Asset Management | Wealth advisor | 9.7K | $467K | 0.2% | +91.9% |
| LeClair Wealth Partners LLC | Wealth advisor | 9.7K | $467K | 0.2% | New |
| Next Level Private LLC | Wealth advisor | 9.0K | $432K | 0.1% | -29.4% |
| AE Wealth Management LLC | Wealth advisor | 7.7K | $372K | 0.0% | New |
| Bill Few Associates, Inc. | Other | 6.8K | $329K | 0.1% | +14.8% |
| Fiduciary Trust Co | Other | 6.7K | $321K | 0.0% | -1.5% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Wealth advisor | 5.4K | $258K | 0.0% | -22.0% |
| Fortitude Advisory Group L.L.C. | Other | 5.3K | $256K | 0.1% | +4.7% |
| Tower Research Capital LLC (TRC) | Market maker | 4.5K | $216K | 0.0% | -81.2% |
| WNY Asset Management, LLC | Wealth advisor | 4.3K | $208K | 0.0% | — |
| Creative Planning | Wealth advisor | 4.2K | $202K | 0.0% | -38.0% |
| FIFTH THIRD BANCORP | Diversified mechanical | 2.8K | $134K | 0.0% | New |
| BROWN BROTHERS HARRIMAN & CO | Diversified mechanical | 791 | $38K | 0.0% | Held |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 260 | $13K | 0.0% | Held |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 245 | $12K | 0.0% | New |
| IFP Advisors, Inc | Wealth advisor | 100 | $5K | 0.0% | Held |
| CWM, LLC | Wealth advisor | 34 | $2K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.