EVF Institutional Ownership & Shareholders
EATON VANCE SENIOR INCOME TR (EVF) is currently held by 55 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $23.43M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sit Investment Associates Inc is currently the largest disclosed institutional shareholder of EVF tracked by InsiderSet, reporting ownership valued at approximately $3.84M 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 $3.72M, representing an estimated loss of -3.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed EVF value among the investors covered in this analysis. Major shareholders include Sit Investment Associates Inc, 1607 Capital Partners, Llc, Guggenheim Capital Llc, and several other long-term asset managers with concentrated positions in EATON VANCE SENIOR INCOME TR (EVF).
This page ranks the largest institutional EVF 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
55
Total Reported Value
$23.43M
Largest Holder
Sit Investment Associates Inc
Largest Position
$3.84M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
72
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sit Investment Associates Inc | 0.07% | 770,880 | $3,839,000 | $3,723,350 | -$115,650 | -3.01% | |
| 1607 Capital Partners, Llc | 0.28% | 640,377 | $3,189,077 | $3,093,021 | -$96,056 | -3.01% | |
| Guggenheim Capital Llc | 0.01% | 373,623 | $1,860,643 | $1,804,599 | -$56,044 | -3.01% | |
| Matisse Capital | 0.70% | 370,000 | $1,794,500 | $1,787,100 | -$7,400 | -0.41% | |
| Icon Advisers Inc/Co | 0.31% | 327,921 | $1,633,047 | $1,583,858 | -$49,189 | -3.01% | |
| Wolverine Asset Management Llc | 0.01% | 283,690 | $1,375,896 | $1,370,223 | -$5,673 | -0.41% | |
| Invesco Ltd. | 0.00% | 223,776 | $1,114,404 | $1,080,838 | -$33,566 | -3.01% | |
| Logan Stone Capital, Llc | 0.20% | 189,967 | $946,036 | $917,541 | -$28,495 | -3.01% | |
| Ubs Group Ag | 0.00% | 123,215 | $613,611 | $595,128 | -$18,483 | -3.01% | |
| Loomis Sayles & Co L P | 0.00% | 122,694 | $611,016 | $592,612 | -$18,404 | -3.01% | |
| Atlas Wealth Llc | 0.09% | 121,904 | $607,082 | $588,796 | -$18,286 | -3.01% | |
| Morgan Stanley | 0.00% | 105,332 | $524,556 | $508,754 | -$15,802 | -3.01% | |
| Melfa Wealth Management, Inc. | 0.27% | 100,497 | $500,476 | $485,401 | -$15,075 | -3.01% | |
| Advisors Asset Management, Inc. | 0.01% | 73,156 | $493,071 | $353,343 | -$139,728 | -28.34% | |
| Virtus Investment Advisers, Llc | 0.09% | 78,410 | $390,482 | $378,720 | -$11,762 | -3.01% | |
| Almitas Capital Llc | 0.09% | 74,751 | $372,260 | $361,047 | -$11,213 | -3.01% | |
| Ethos Financial Group, Llc | 0.02% | 74,629 | $371,652 | $360,458 | -$11,194 | -3.01% | |
| Lpl Financial Llc | 0.00% | 55,157 | $274,680 | $266,408 | -$8,272 | -3.01% | |
| Shaker Financial Services, Llc | 0.09% | 56,599 | $274,506 | $273,373 | -$1,133 | -0.41% | |
| Wells Fargo & Company/Mn | 0.00% | 49,032 | $244,180 | $236,825 | -$7,355 | -3.01% | |
| City Of London Investment Management Co Ltd | 0.01% | 42,443 | $205,849 | $205,000 | -$849 | -0.41% | |
| Osaic Holdings, Inc. | 0.00% | 38,577 | $192,117 | $186,327 | -$5,790 | -3.01% | |
| Simon Quick Advisors, Llc | 0.01% | 35,610 | $172,708 | $171,996 | -$712 | -0.41% | |
| Bank Of America Corp | 0.00% | 33,294 | $165,803 | $160,810 | -$4,993 | -3.01% | |
| Raymond James Financial Inc | 0.00% | 30,629 | $152,534 | $147,938 | -$4,596 | -3.01% | |
| Cetera Investment Advisers | 0.00% | 29,385 | $146,337 | $141,930 | -$4,407 | -3.01% | |
| Tactive Advisors, Llc | 0.03% | 25,319 | $122,797 | $122,291 | -$506 | -0.41% | |
| Landscape Capital Management, L.L.C. | 0.01% | 23,309 | $116,079 | $112,582 | -$3,497 | -3.01% | |
| Horizon Kinetics Asset Management Llc | 0.00% | 21,730 | $108,215 | $104,956 | -$3,259 | -3.01% | |
| Closed-End Fund Advisors, Inc. | 0.10% | 20,046 | $99,829 | $96,822 | -$3,007 | -3.01% | |
| Ameriprise Financial Inc | 0.00% | 20,037 | $99,784 | $96,779 | -$3,005 | -3.01% | |
| Quadrant Private Wealth Management, Llc | 0.02% | 18,605 | $92,653 | $89,862 | -$2,791 | -3.01% | |
| Equitable Holdings, Inc. | 0.00% | 18,589 | $92,572 | $89,785 | -$2,787 | -3.01% | |
| Alti Global, Inc. | 0.00% | 18,549 | $92,374 | $89,592 | -$2,782 | -3.01% | |
| Citadel Advisors Llc | 0.00% | 18,156 | $90,417 | $87,693 | -$2,724 | -3.01% | |
| Kestra Advisory Services, Llc | 0.00% | 15,937 | $77,294 | $76,976 | -$318 | -0.41% | |
| Blue Bell Private Wealth Management, Llc | 0.01% | 14,999 | $72,745 | $72,445 | -$300 | -0.41% | |
| Uhlmann Price Securities, Llc | 0.00% | 12,390 | $61,704 | $59,844 | -$1,860 | -3.01% | |
| Bedel Financial Consulting, Inc. | 0.01% | 11,962 | $59,571 | $57,776 | -$1,795 | -3.01% | |
| Integrated Wealth Concepts Llc | 0.00% | 11,857 | $59,048 | $57,269 | -$1,779 | -3.01% | |
| Susquehanna International Group, Llp | 0.00% | 11,004 | $54,800 | $53,149 | -$1,651 | -3.01% | |
| Moors & Cabot, Inc. | 0.00% | 10,000 | $49,800 | $48,300 | -$1,500 | -3.01% | |
| Pnc Financial Services Group, Inc. | 0.00% | 10,000 | $49,800 | $48,300 | -$1,500 | -3.01% | |
| Consultiva Wealth Management, Corp. | 0.05% | 4,238 | $21,105 | $20,470 | -$635 | -3.01% | |
| Clear Street Group Inc. | 0.00% | 3,367 | $16,768 | $16,263 | -$505 | -3.01% | |
| Shp Wealth Management | 0.00% | 1,000 | $4,980 | $4,830 | -$150 | -3.01% | |
| Royal Bank Of Canada | 0.00% | 902 | $4,000 | $4,357 | +$357 | +8.92% | |
| Highline Wealth Partners Llc | 0.00% | 700 | $3,395 | $3,381 | -$14 | -0.41% | |
| Bnp Paribas Financial Markets | 0.00% | 552 | $2,749 | $2,666 | -$83 | -3.01% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 374,373 | $1,816 | $1,808,222 | +$1,806,406 | +99471.67% |
Frequently asked questions about EVF
Who are the largest institutional holders of EVF?
The largest institutional holders of EVF reported in the latest SEC Form 13F filings include Sit Investment Associates Inc, 1607 Capital Partners, Llc, Guggenheim Capital Llc, Matisse Capital, and Icon Advisers Inc/Co. InsiderSet ranks institutional holders by their latest reported EVF position.
What is EVF institutional ownership?
This page tracks EVF positions reported by institutional investment managers through SEC Form 13F. EATON VANCE SENIOR INCOME TR (EVF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EVF?
InsiderSet currently tracks 55 institutional managers reporting EVF 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 EVF shareholders.
How much EVF stock do institutions own?
Institutional investment managers disclosed approximately $23.43M in EVF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EVF institutional ownership last updated?
The latest EVF 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 EVF 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 EVF position after the reporting date.
Are institutions buying or selling EVF?
Institutional buying and selling can be analyzed by comparing EVF positions across consecutive 13F reporting periods. InsiderSet's EVF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EVF ownership changes.
How has EVF institutional ownership changed over time?
InsiderSet tracks EVF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.