EATON VANCE FLTNG RT INC TR (EFT) Top Institutional Shareholders
EATON VANCE FLTNG RT INC TR (EFT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $95.56M in EFT holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of EFT tracked by InsiderSet, reporting ownership valued at approximately $10.60M in its March 31, 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 $10.56M, representing an estimated loss of -0.47% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed EFT value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, 1607 Capital Partners, Llc, 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
86
Total Reported Value
$95.56M
Largest Holder
Morgan Stanley
Largest Position
$10.60M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
102
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 988,296 | $10,604,419 | $10,555,001 | -$49,418 | -0.47% | |
| Bank Of America Corp | 0.00% | 839,629 | $9,009,218 | $8,967,238 | -$41,980 | -0.47% | |
| 1607 Capital Partners, Llc | 0.64% | 823,135 | $8,832,239 | $8,791,082 | -$41,157 | -0.47% | |
| Raymond James Financial Inc | 0.00% | 724,133 | $7,769,942 | $7,733,740 | -$36,202 | -0.47% | |
| Advisors Asset Management, Inc. | 0.10% | 548,049 | $5,880,566 | $5,853,163 | -$27,403 | -0.47% | |
| Invesco Ltd. | 0.00% | 508,511 | $5,456,323 | $5,430,897 | -$25,426 | -0.47% | |
| Loomis Sayles & Co L P | 0.01% | 458,217 | $4,916,669 | $4,893,758 | -$22,911 | -0.47% | |
| Guggenheim Capital Llc | 0.04% | 434,946 | $4,666,971 | $4,645,223 | -$21,748 | -0.47% | |
| Hennion & Walsh Asset Management, Inc. | 0.09% | 258,178 | $2,770,250 | $2,757,341 | -$12,909 | -0.47% | |
| Thayer Partners, Llc / Ma | 1.19% | 233,206 | $2,502,297 | $2,490,640 | -$11,657 | -0.47% | |
| Logan Stone Capital, Llc | 0.65% | 217,196 | $2,330,513 | $2,319,653 | -$10,860 | -0.47% | |
| Wolverine Asset Management Llc | 0.04% | 213,863 | $2,294,750 | $2,284,057 | -$10,693 | -0.47% | |
| Ethos Financial Group, Llc | 0.16% | 197,924 | $2,234,562 | $2,113,828 | -$120,734 | -5.40% | |
| Wells Fargo & Company/Mn | 0.00% | 174,092 | $1,868,009 | $1,859,303 | -$8,706 | -0.47% | |
| Icon Advisers Inc/Co | 0.42% | 170,280 | $1,827,104 | $1,818,590 | -$8,514 | -0.47% | |
| Balyasny Asset Management L.P. | 0.00% | 159,079 | $1,706,918 | $1,698,964 | -$7,954 | -0.47% | |
| Keating Financial Advisory Services, Inc. | 0.24% | 136,529 | $1,464,956 | $1,458,130 | -$6,826 | -0.47% | |
| Osaic Holdings, Inc. | 0.00% | 132,481 | $1,421,530 | $1,414,897 | -$6,633 | -0.47% | |
| Baird Financial Group, Inc. | 0.00% | 131,888 | $1,415,158 | $1,408,564 | -$6,594 | -0.47% | |
| Lpl Financial Llc | 0.00% | 128,718 | $1,381,141 | $1,374,708 | -$6,433 | -0.47% | |
| Mai Capital Management | 0.01% | 110,092 | $1,181,284 | $1,175,783 | -$5,501 | -0.47% | |
| Ubs Group Ag | 0.00% | 107,845 | $1,157,176 | $1,151,785 | -$5,391 | -0.47% | |
| Royal Bank Of Canada | 0.00% | 102,900 | $1,104,000 | $1,098,972 | -$5,028 | -0.46% | |
| Landscape Capital Management, L.L.C. | 0.06% | 82,264 | $882,693 | $878,580 | -$4,113 | -0.47% | |
| Cetera Investment Advisers | 0.00% | 68,222 | $732,018 | $728,611 | -$3,407 | -0.47% | |
| Ameriprise Financial Inc | 0.00% | 60,361 | $647,669 | $644,655 | -$3,014 | -0.47% | |
| Garner Asset Management Corp | 0.24% | 56,198 | $603,009 | $600,195 | -$2,814 | -0.47% | |
| Shaker Financial Services, Llc | 0.20% | 53,887 | $578,208 | $575,513 | -$2,695 | -0.47% | |
| Virtus Investment Advisers, Llc | 0.14% | 45,894 | $492,443 | $490,148 | -$2,295 | -0.47% | |
| Hilltop Partners Llc | 0.12% | 26,282 | $476,200 | $280,692 | -$195,508 | -41.06% | |
| Apollon Wealth Management, Llc | 0.01% | 43,847 | $470,479 | $468,286 | -$2,193 | -0.47% | |
| Readystate Asset Management Lp | 0.02% | 35,630 | $382,310 | $380,528 | -$1,782 | -0.47% | |
| Regions Financial Corp | 0.00% | 35,622 | $382,224 | $380,443 | -$1,781 | -0.47% | |
| Choreo, Llc | 0.00% | 31,142 | $334,154 | $332,597 | -$1,557 | -0.47% | |
| Ionic Capital Management Llc | 0.27% | 30,000 | $321,900 | $320,400 | -$1,500 | -0.47% | |
| Ballentine Partners, Llc | 0.00% | 27,846 | $298,788 | $297,395 | -$1,393 | -0.47% | |
| Retirement Planning Group, Llc / Ny | 0.18% | 26,720 | $286,703 | $285,370 | -$1,333 | -0.47% | |
| Westchester Capital Management, Llc | 0.01% | 26,678 | $286,255 | $284,921 | -$1,334 | -0.47% | |
| Benjamin Edwards Inc | 0.00% | 26,470 | $284,017 | $282,700 | -$1,317 | -0.46% | |
| Melfa Wealth Management, Inc. | 0.16% | 25,319 | $271,670 | $270,407 | -$1,263 | -0.46% | |
| Koshinski Asset Management, Inc. | 0.02% | 23,556 | $252,758 | $251,578 | -$1,180 | -0.47% | |
| Stifel Financial Corp | 0.00% | 22,961 | $246,376 | $245,223 | -$1,153 | -0.47% | |
| Greenberg Financial Group | 0.09% | 20,555 | $220,555 | $219,527 | -$1,028 | -0.47% | |
| Hbk Sorce Advisory Llc | 0.00% | 19,110 | $210,210 | $204,095 | -$6,115 | -2.91% | |
| Dynamic Advisor Solutions Llc | 0.01% | 19,178 | $205,781 | $204,821 | -$960 | -0.47% | |
| Nomura Holdings Inc | 0.00% | 18,775 | $201,456 | $200,517 | -$939 | -0.47% | |
| Rockefeller Capital Management L.P. | 0.00% | 18,102 | $194,234 | $193,329 | -$905 | -0.47% | |
| Aegon Usa Investment Management, Llc | 0.15% | 17,768 | $190,651 | $189,762 | -$889 | -0.47% | |
| Hightower Advisors, Llc | 0.00% | 17,499 | $187,767 | $186,889 | -$878 | -0.47% | |
| First Heartland Consultants, Inc. | 0.01% | 16,008 | $171,768 | $170,965 | -$803 | -0.47% |
Frequently asked questions about EFT
Who owns the most EFT stock?
The largest holders of EFT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for EATON VANCE FLTNG RT INC TR (EFT).
Is EFT widely held by superinvestors?
Many widely followed stocks like EFT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EFT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.