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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +614 | +3.7% | 17,422 | $845.06K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +352 | +0.2% | 147,526 | $7.16M | Q2 2026 | Aug 27, 2026 |
| Equitable Holdings, Inc. | Buy | +6,974 | — | 6,974 | $338.27K | Q2 2026 | Aug 17, 2026 |
| Wny Asset Management, Llc | Buy | +4,381 | — | 4,381 | $212.52K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +605,610 | — | 605,610 | $29.38M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +14,152 | +88.6% | 30,130 | $1.46M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -13,273 | -53.8% | 11,393 | $553.00K | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Buy | +2,571 | +6.1% | 44,646 | $2.17M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -2,055 | -20.8% | 7,845 | $380.52K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -1,982 | -8.9% | 20,251 | $982.39K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +1,065,927 | +16.8% | 7,416,476 | $359.74M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +34,221 | — | 34,221 | $1.66M | Q2 2026 | Aug 13, 2026 |
| Riverview Capital Advisers, Llc | Buy | +21,013 | — | 21,013 | $1.02M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +4,478 | — | 4,478 | $217.21K | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | Buy | +740 | +2.2% | 35,134 | $1.70M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +25 | +9.6% | 285 | $13.82K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +5 | — | 5 | $243.00 | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | Buy | +1,226 | +7.3% | 18,074 | $881.39K | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, Ltd. | Buy | +100 | +0.4% | 23,981 | $1.16M | Q2 2026 | Aug 11, 2026 |
| Eldridge Investment Advisors, Inc. | Sell | -5,582 | -3.1% | 173,999 | $8.44M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +3,086 | +0.8% | 404,212 | $19.61M | Q2 2026 | Aug 07, 2026 |
| Continuum Advisory, Llc | Buy | +224 | — | 224 | $10.87K | Q2 2026 | Aug 06, 2026 |
| Wealthspan Partners, Llc | Buy | +207 | +1.4% | 15,162 | $735.44K | Q2 2026 | Aug 06, 2026 |
| Mccarter Private Wealth Services Llc | Buy | +95,726 | — | 95,726 | $4.64M | Q2 2026 | Aug 05, 2026 |
| Spartan Wealth Advisory Services Llc | Buy | +3,695 | +1.8% | 211,283 | $10.25M | Q2 2026 | Aug 05, 2026 |
| Fifth Third Bancorp | Buy | +13 | +0.5% | 2,804 | $136.02K | Q2 2026 | Aug 05, 2026 |
| Founders Financial Alliance, Llc | Sell | -3,700 | -3.2% | 110,537 | $5.36M | Q2 2026 | Aug 04, 2026 |
| Blue Water Asset Management | Buy | +162 | +1.7% | 9,860 | $478.25K | Q2 2026 | Aug 03, 2026 |
| Central Trust Co | Buy | +15,294 | +15.2% | 115,872 | $5.62M | Q2 2026 | Jul 31, 2026 |
| Founders Financial Securities Llc | Buy | +281 | +1.1% | 25,950 | $1.26M | Q2 2026 | Jul 31, 2026 |
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.