EATON VANCE FLOATING-RATE (EVLN) Institutional Ownership Changes & 13F Activity

EATON VANCE FLOATING-RATE (EVLN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Ameriprise Financial Inc, Mccarter Private Wealth Services Llc, Rockefeller Capital Management L.P., and Riverview Capital Advisers, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+614+3.7%17,422$845.06KQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+352+0.2%147,526$7.16MQ2 2026Aug 27, 2026
Equitable Holdings, Inc.Buy+6,9746,974$338.27KQ2 2026Aug 17, 2026
Wny Asset Management, LlcBuy+4,3814,381$212.52KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+605,610605,610$29.38MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+14,152+88.6%30,130$1.46MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-13,273-53.8%11,393$553.00KQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+2,571+6.1%44,646$2.17MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-2,055-20.8%7,845$380.52KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-1,982-8.9%20,251$982.39KQ2 2026Aug 14, 2026
Morgan StanleyBuy+1,065,927+16.8%7,416,476$359.74MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+34,22134,221$1.66MQ2 2026Aug 13, 2026
Riverview Capital Advisers, LlcBuy+21,01321,013$1.02MQ2 2026Aug 13, 2026
Mariner, LlcBuy+4,4784,478$217.21KQ2 2026Aug 13, 2026
Visionary Wealth AdvisorsBuy+740+2.2%35,134$1.70MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+25+9.6%285$13.82KQ2 2026Aug 13, 2026
Ubs Group AgBuy+55$243.00Q2 2026Aug 13, 2026
Focus Partners WealthBuy+1,226+7.3%18,074$881.39KQ2 2026Aug 12, 2026
Stratos Wealth Partners, Ltd.Buy+100+0.4%23,981$1.16MQ2 2026Aug 11, 2026
Eldridge Investment Advisors, Inc.Sell-5,582-3.1%173,999$8.44MQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+3,086+0.8%404,212$19.61MQ2 2026Aug 07, 2026
Continuum Advisory, LlcBuy+224224$10.87KQ2 2026Aug 06, 2026
Wealthspan Partners, LlcBuy+207+1.4%15,162$735.44KQ2 2026Aug 06, 2026
Mccarter Private Wealth Services LlcBuy+95,72695,726$4.64MQ2 2026Aug 05, 2026
Spartan Wealth Advisory Services LlcBuy+3,695+1.8%211,283$10.25MQ2 2026Aug 05, 2026
Fifth Third BancorpBuy+13+0.5%2,804$136.02KQ2 2026Aug 05, 2026
Founders Financial Alliance, LlcSell-3,700-3.2%110,537$5.36MQ2 2026Aug 04, 2026
Blue Water Asset ManagementBuy+162+1.7%9,860$478.25KQ2 2026Aug 03, 2026
Central Trust CoBuy+15,294+15.2%115,872$5.62MQ2 2026Jul 31, 2026
Founders Financial Securities LlcBuy+281+1.1%25,950$1.26MQ2 2026Jul 31, 2026
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Frequently asked questions about EVLN activity

  • Which institutional owners are buying EVLN?

    Institutional owners buying EVLN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in EVLN activity?

    "Buy" means an investor increased their reported position in EVLN compared to the prior reporting period. This reflects growing exposure to EATON VANCE FLOATING-RATE (EVLN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in EVLN increasing?

    Institutional interest in EVLN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.