EVLN Institutional Ownership & Shareholders
EATON VANCE FLOATING-RATE (EVLN) is currently held by 52 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.22B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Texas Permanent School Fund Corp is currently the largest disclosed institutional shareholder of EVLN tracked by InsiderSet, reporting ownership valued at approximately $727.97M 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 $722.64M, representing an estimated loss of -0.73% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed EVLN value among the investors covered in this analysis. Major shareholders include Texas Permanent School Fund Corp, Morgan Stanley, Ameriprise Financial Inc, and several other long-term asset managers with concentrated positions in EATON VANCE FLOATING-RATE (EVLN).
This page ranks the largest institutional EVLN 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
52
Total Reported Value
$1.22B
Largest Holder
Texas Permanent School Fund Corp
Largest Position
$727.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
68
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Texas Permanent School Fund Corp | 32.27% | 15,008,187 | $727,973,611 | $722,644,204 | -$5,329,407 | -0.73% | |
| Morgan Stanley | 0.02% | 7,416,476 | $359,736,942 | $357,103,319 | -$2,633,623 | -0.73% | |
| Ameriprise Financial Inc | 0.01% | 605,610 | $29,375,664 | $29,160,122 | -$215,543 | -0.73% | |
| Lpl Financial Llc | 0.00% | 404,212 | $19,606,342 | $19,462,808 | -$143,534 | -0.73% | |
| Spartan Wealth Advisory Services Llc | 0.84% | 211,283 | $10,248,307 | $10,173,276 | -$75,031 | -0.73% | |
| Eldridge Investment Advisors, Inc. | 1.67% | 173,999 | $8,439,838 | $8,378,052 | -$61,786 | -0.73% | |
| Corient Private Wealth Llc | 0.01% | 147,526 | $7,155,772 | $7,103,377 | -$52,395 | -0.73% | |
| Central Trust Co | 0.10% | 115,872 | $5,620,384 | $5,579,237 | -$41,147 | -0.73% | |
| Founders Financial Alliance, Llc | 0.71% | 110,537 | $5,361,626 | $5,322,357 | -$39,269 | -0.73% | |
| Perennial Advisors, Llc | 0.71% | 97,733 | $4,735,113 | $4,705,844 | -$29,269 | -0.62% | |
| Obermeyer Wealth Partners | 0.19% | 96,800 | $4,689,476 | $4,660,920 | -$28,556 | -0.61% | |
| Mccarter Private Wealth Services Llc | 1.58% | 96,170 | $4,658,956 | $4,630,586 | -$28,371 | -0.61% | |
| Impact Partnership Wealth, Llc | 0.30% | 62,843 | $3,048,199 | $3,025,890 | -$22,309 | -0.73% | |
| Creative Financial Designs Inc | 0.11% | 47,233 | $2,291,022 | $2,274,269 | -$16,753 | -0.73% | |
| Western Wealth Management, Llc | 0.07% | 44,646 | $2,165,549 | $2,149,705 | -$15,844 | -0.73% | |
| Visionary Wealth Advisors | 0.07% | 35,134 | $1,704,166 | $1,691,702 | -$12,464 | -0.73% | |
| Rockefeller Capital Management L.P. | 0.00% | 34,221 | $1,659,893 | $1,647,741 | -$12,152 | -0.73% | |
| Wells Fargo & Company/Mn | 0.00% | 30,130 | $1,461,459 | $1,450,760 | -$10,700 | -0.73% | |
| Qtr Family Wealth, Llc | 0.46% | 25,593 | $1,239,874 | $1,232,303 | -$7,571 | -0.61% | |
| Founders Financial Securities Llc | 0.06% | 25,297 | $1,225,513 | $1,218,051 | -$7,462 | -0.61% | |
| Commonwealth Equity Services, Llc | 0.00% | 25,076 | $1,214,820 | $1,207,409 | -$7,411 | -0.61% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 23,981 | $1,163,201 | $1,154,685 | -$8,516 | -0.73% | |
| Riverview Capital Advisers, Llc | 0.29% | 21,013 | $1,019,216 | $1,011,776 | -$7,440 | -0.73% | |
| Osaic Holdings, Inc. | 0.00% | 20,251 | $982,392 | $975,086 | -$7,306 | -0.74% | |
| Focus Partners Wealth | 0.00% | 18,074 | $881,391 | $870,263 | -$11,128 | -1.26% | |
| Citadel Advisors Llc | 0.00% | 17,422 | $845,056 | $838,869 | -$6,187 | -0.73% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 17,268 | $833,159 | $831,454 | -$1,705 | -0.20% | |
| Wealthspan Partners, Llc | 0.23% | 15,162 | $735,444 | $730,050 | -$5,394 | -0.73% | |
| Kestra Advisory Services, Llc | 0.00% | 14,395 | $697,351 | $693,119 | -$4,232 | -0.61% | |
| Next Level Private Llc | 0.13% | 14,367 | $696,005 | $691,771 | -$4,234 | -0.61% | |
| Dynamic Financial Group | 0.45% | 12,818 | $620,968 | $617,187 | -$3,781 | -0.61% | |
| Benjamin Edwards Inc | 0.01% | 11,874 | $575,930 | $571,733 | -$4,197 | -0.73% | |
| Royal Bank Of Canada | 0.00% | 11,393 | $553,000 | $548,573 | -$4,427 | -0.80% | |
| Gladstone Institutional Advisory Llc | 0.02% | 11,041 | $535,533 | $531,624 | -$3,909 | -0.73% | |
| Blue Water Asset Management | 0.15% | 9,860 | $478,248 | $474,759 | -$3,489 | -0.73% | |
| Raymond James Financial Inc | 0.00% | 7,845 | $380,523 | $377,737 | -$2,786 | -0.73% | |
| Equitable Holdings, Inc. | 0.00% | 6,974 | $338,275 | $335,798 | -$2,477 | -0.73% | |
| Fiduciary Trust Co | 0.00% | 6,653 | $322,704 | $320,342 | -$2,362 | -0.73% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.01% | 5,244 | $254,046 | $252,499 | -$1,547 | -0.61% | |
| Fortitude Advisory Group L.L.C. | 0.10% | 5,211 | $252,447 | $250,910 | -$1,537 | -0.61% | |
| Bill Few Associates, Inc. | 0.05% | 4,997 | $242,080 | $240,606 | -$1,474 | -0.61% | |
| Mariner, Llc | 0.00% | 4,478 | $217,213 | $215,616 | -$1,597 | -0.74% | |
| Wny Asset Management, Llc | 0.02% | 4,381 | $212,520 | $210,945 | -$1,575 | -0.74% | |
| Creative Planning | 0.00% | 4,281 | $207,371 | $206,130 | -$1,241 | -0.60% | |
| Fifth Third Bancorp | 0.00% | 2,804 | $136,018 | $135,013 | -$1,005 | -0.74% | |
| Brown Brothers Harriman & Co | 0.00% | 791 | $38,368 | $38,087 | -$281 | -0.73% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 285 | $13,824 | $13,723 | -$101 | -0.73% | |
| Pnc Financial Services Group, Inc. | 0.00% | 245 | $11,884 | $11,797 | -$87 | -0.73% | |
| Continuum Advisory, Llc | 0.00% | 224 | $10,865 | $10,786 | -$79 | -0.73% | |
| Cwm, Llc | 0.00% | 34 | $1,638 | $1,637 | -$1 | -0.05% |
Frequently asked questions about EVLN
Who are the largest institutional holders of EVLN?
The largest institutional holders of EVLN reported in the latest SEC Form 13F filings include Texas Permanent School Fund Corp, Morgan Stanley, Ameriprise Financial Inc, Lpl Financial Llc, and Spartan Wealth Advisory Services Llc. InsiderSet ranks institutional holders by their latest reported EVLN position.
What is EVLN institutional ownership?
This page tracks EVLN positions reported by institutional investment managers through SEC Form 13F. EATON VANCE FLOATING-RATE (EVLN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EVLN?
InsiderSet currently tracks 52 institutional managers reporting EVLN 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 EVLN shareholders.
How much EVLN stock do institutions own?
Institutional investment managers disclosed approximately $1.22B in EVLN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EVLN institutional ownership last updated?
The latest EVLN 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 EVLN 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 EVLN position after the reporting date.
Are institutions buying or selling EVLN?
Institutional buying and selling can be analyzed by comparing EVLN positions across consecutive 13F reporting periods. InsiderSet's EVLN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EVLN ownership changes.
How has EVLN institutional ownership changed over time?
InsiderSet tracks EVLN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.