EFT Institutional Ownership & Shareholders
EATON VANCE FLTNG RT INC TR (EFT) is currently held by 83 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $95.25M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of EFT tracked by InsiderSet, reporting ownership valued at approximately $11.92M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $11.65M, representing an estimated loss of -2.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed EFT value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in EATON VANCE FLTNG RT INC TR (EFT).
This page ranks the largest institutional EFT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
83
Total Reported Value
$95.25M
Largest Holder
Raymond James Financial Inc
Largest Position
$11.92M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
115
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.00% | 1,103,458 | $11,917,344 | $11,652,516 | -$264,828 | -2.22% | |
| Morgan Stanley | 0.00% | 1,088,727 | $11,758,253 | $11,496,957 | -$261,296 | -2.22% | |
| Bank Of America Corp | 0.00% | 911,066 | $9,839,517 | $9,620,857 | -$218,660 | -2.22% | |
| Loomis Sayles & Co L P | 0.01% | 596,159 | $6,438,517 | $6,295,439 | -$143,078 | -2.22% | |
| Invesco Ltd. | 0.00% | 520,407 | $5,620,395 | $5,495,498 | -$124,897 | -2.22% | |
| 1607 Capital Partners, Llc | 0.41% | 431,397 | $4,659,088 | $4,555,552 | -$103,536 | -2.22% | |
| Guggenheim Capital Llc | 0.03% | 404,405 | $4,367,574 | $4,270,517 | -$97,057 | -2.22% | |
| Hennion & Walsh Asset Management, Inc. | 0.11% | 344,080 | $3,674,774 | $3,633,485 | -$41,289 | -1.12% | |
| Thayer Partners, Llc / Ma | 1.21% | 271,432 | $2,931,461 | $2,866,322 | -$65,139 | -2.22% | |
| Wells Fargo & Company/Mn | 0.00% | 218,293 | $2,357,573 | $2,305,174 | -$52,399 | -2.22% | |
| Baird Financial Group, Inc. | 0.00% | 210,222 | $2,270,398 | $2,219,944 | -$50,454 | -2.22% | |
| Ethos Financial Group, Llc | 0.14% | 194,431 | $2,099,855 | $2,053,191 | -$46,664 | -2.22% | |
| Icon Advisers Inc/Co | 0.37% | 180,280 | $1,947,024 | $1,903,757 | -$43,267 | -2.22% | |
| Cohen & Steers, Inc. | 0.00% | 147,240 | $1,590,000 | $1,554,854 | -$35,146 | -2.21% | |
| Lpl Financial Llc | 0.00% | 138,067 | $1,491,124 | $1,457,988 | -$33,136 | -2.22% | |
| Advisors Asset Management, Inc. | 0.02% | 95,583 | $1,441,392 | $1,009,356 | -$432,036 | -29.97% | |
| Osaic Holdings, Inc. | 0.00% | 132,168 | $1,427,434 | $1,395,694 | -$31,740 | -2.22% | |
| Kestra Advisory Services, Llc | 0.00% | 113,778 | $1,215,150 | $1,201,496 | -$13,654 | -1.12% | |
| Mai Capital Management | 0.00% | 107,194 | $1,157,693 | $1,131,969 | -$25,724 | -2.22% | |
| Keating Financial Advisory Services, Inc. | 0.15% | 106,351 | $1,148,591 | $1,123,067 | -$25,524 | -2.22% | |
| Royal Bank Of Canada | 0.00% | 95,926 | $1,036,000 | $1,012,979 | -$23,021 | -2.22% | |
| Ubs Group Ag | 0.00% | 94,820 | $1,024,056 | $1,001,299 | -$22,757 | -2.22% | |
| Logan Stone Capital, Llc | 0.20% | 86,613 | $935,420 | $914,633 | -$20,787 | -2.22% | |
| Cetera Investment Advisers | 0.00% | 79,049 | $853,732 | $834,757 | -$18,975 | -2.22% | |
| B. Riley Wealth Advisors, Inc. | 0.03% | 79,484 | $848,887 | $839,351 | -$9,536 | -1.12% | |
| Balyasny Asset Management L.P. | 0.00% | 65,175 | $703,890 | $688,248 | -$15,642 | -2.22% | |
| Hilltop Partners Llc | 0.15% | 34,122 | $627,106 | $360,328 | -$266,778 | -42.54% | |
| Ameriprise Financial Inc | 0.00% | 57,016 | $615,771 | $602,089 | -$13,682 | -2.22% | |
| Newedge Advisors, Llc | 0.00% | 53,282 | $575,450 | $562,658 | -$12,792 | -2.22% | |
| Landscape Capital Management, L.L.C. | 0.03% | 41,909 | $452,618 | $442,559 | -$10,059 | -2.22% | |
| Garner Asset Management Corp | 0.15% | 42,410 | $442,761 | $447,850 | +$5,089 | +1.15% | |
| Saba Capital Management, L.P. | 0.01% | 38,347 | $414,148 | $404,944 | -$9,204 | -2.22% | |
| Apollon Wealth Management, Llc | 0.00% | 37,207 | $397,370 | $392,906 | -$4,464 | -1.12% | |
| Regions Financial Corp | 0.00% | 35,322 | $381,478 | $373,000 | -$8,478 | -2.22% | |
| Janney Montgomery Scott Llc | 0.00% | 34,400 | $372,000 | $363,264 | -$8,736 | -2.35% | |
| Virtus Investment Advisers, Llc | 0.08% | 33,745 | $364,446 | $356,347 | -$8,099 | -2.22% | |
| Mccarter Private Wealth Services Llc | 0.12% | 32,868 | $351,030 | $347,086 | -$3,944 | -1.12% | |
| Choreo, Llc | 0.00% | 31,000 | $331,080 | $327,360 | -$3,720 | -1.12% | |
| Ballentine Partners, Llc | 0.00% | 27,846 | $300,737 | $294,054 | -$6,683 | -2.22% | |
| Citadel Advisors Llc | 0.00% | 27,178 | $293,522 | $287,000 | -$6,522 | -2.22% | |
| Westchester Capital Management, Llc | 0.01% | 26,678 | $288,122 | $281,720 | -$6,402 | -2.22% | |
| Benjamin Edwards Inc | 0.00% | 26,470 | $285,876 | $279,523 | -$6,353 | -2.22% | |
| Stifel Financial Corp | 0.00% | 21,261 | $229,624 | $224,516 | -$5,108 | -2.22% | |
| Nomura Holdings Inc | 0.00% | 20,000 | $216,000 | $211,200 | -$4,800 | -2.22% | |
| Melfa Wealth Management, Inc. | 0.12% | 19,850 | $214,381 | $209,616 | -$4,765 | -2.22% | |
| Dynamic Advisor Solutions Llc | 0.01% | 19,564 | $208,939 | $206,596 | -$2,343 | -1.12% | |
| Hbk Sorce Advisory Llc | 0.00% | 19,110 | $206,388 | $201,802 | -$4,586 | -2.22% | |
| Integrated Capital Management, Inc. | 0.14% | 18,776 | $200,528 | $198,275 | -$2,253 | -1.12% | |
| Retirement Planning Group, Llc / Ny | 0.11% | 18,281 | $197,435 | $193,047 | -$4,388 | -2.22% | |
| Rockefeller Capital Management L.P. | 0.00% | 18,171 | $196,247 | $191,886 | -$4,361 | -2.22% |
Frequently asked questions about EFT
Who are the largest institutional holders of EFT?
The largest institutional holders of EFT reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Morgan Stanley, Bank Of America Corp, Loomis Sayles & Co L P, and Invesco Ltd.. InsiderSet ranks institutional holders by their latest reported EFT position.
What is EFT institutional ownership?
This page tracks EFT positions reported by institutional investment managers through SEC Form 13F. EATON VANCE FLTNG RT INC TR (EFT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EFT?
InsiderSet currently tracks 83 institutional managers reporting EFT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EFT shareholders.
How much EFT stock do institutions own?
Institutional investment managers disclosed approximately $95.25M in EFT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EFT institutional ownership last updated?
The latest EFT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EFT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EFT position after the reporting date.
Are institutions buying or selling EFT?
Institutional buying and selling can be analyzed by comparing EFT positions across consecutive 13F reporting periods. InsiderSet's EFT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EFT ownership changes.
How has EFT institutional ownership changed over time?
InsiderSet tracks EFT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.