EATON VANCE FLOATING-RATE (EVLN) Institutional Shareholders
EATON VANCE FLOATING-RATE (EVLN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.19B in EVLN holdings during the latest filing period.
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 $727.60M, representing an estimated loss of -0.05% 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
48
Total Reported Value
$1.19B
Largest Holder
Texas Permanent School Fund Corp
Largest Position
$727.97M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
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 | $727,596,906 | -$376,705 | -0.05% | |
| Morgan Stanley | 0.02% | 6,350,549 | $305,969,459 | $307,874,616 | +$1,905,157 | +0.62% | |
| Ameriprise Financial Inc | 0.01% | 604,744 | $29,137,117 | $29,317,989 | +$180,872 | +0.62% | |
| Allworth Financial Lp | 0.11% | 550,340 | $26,515,382 | $26,680,483 | +$165,101 | +0.62% | |
| Lpl Financial Llc | 0.01% | 401,126 | $19,326,233 | $19,446,588 | +$120,355 | +0.62% | |
| Spartan Wealth Advisory Services Llc | 0.87% | 207,588 | $10,001,589 | $10,063,866 | +$62,277 | +0.62% | |
| Eldridge Investment Advisors, Inc. | 1.90% | 179,581 | $8,652,204 | $8,706,087 | +$53,883 | +0.62% | |
| Corient Private Wealth Llc | 0.01% | 147,174 | $7,090,862 | $7,134,996 | +$44,134 | +0.62% | |
| Central Trust Co | 0.10% | 115,872 | $5,620,384 | $5,617,475 | -$2,909 | -0.05% | |
| Founders Financial Alliance, Llc | 0.99% | 114,237 | $5,503,956 | $5,538,210 | +$34,254 | +0.62% | |
| Obermeyer Wealth Partners | 0.21% | 103,567 | $5,023,528 | $5,020,928 | -$2,600 | -0.05% | |
| Goldman Sachs Group Inc | 0.00% | 102,540 | $4,940,377 | $4,971,139 | +$30,762 | +0.62% | |
| Perennial Advisors, Llc | 0.73% | 98,238 | $4,765,475 | $4,762,578 | -$2,897 | -0.06% | |
| Impact Partnership Wealth, Llc | 0.30% | 62,843 | $3,048,199 | $3,046,629 | -$1,570 | -0.05% | |
| Creative Financial Designs Inc | 0.11% | 47,233 | $2,291,022 | $2,289,856 | -$1,166 | -0.05% | |
| Western Wealth Management, Llc | 0.07% | 42,075 | $2,027,174 | $2,039,796 | +$12,622 | +0.62% | |
| Visionary Wealth Advisors | 0.07% | 34,394 | $1,657,090 | $1,667,421 | +$10,331 | +0.62% | |
| Qtr Family Wealth, Llc | 0.54% | 32,014 | $1,552,833 | $1,552,039 | -$794 | -0.05% | |
| Founders Financial Securities Llc | 0.06% | 25,950 | $1,258,707 | $1,258,056 | -$651 | -0.05% | |
| Commonwealth Equity Services, Llc | 0.00% | 24,853 | $1,205,480 | $1,204,873 | -$607 | -0.05% | |
| Royal Bank Of Canada | 0.00% | 24,666 | $1,188,000 | $1,195,808 | +$7,808 | +0.66% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 23,881 | $1,150,587 | $1,157,751 | +$7,164 | +0.62% | |
| Osaic Holdings, Inc. | 0.00% | 22,233 | $1,071,221 | $1,077,856 | +$6,635 | +0.62% | |
| Focus Partners Wealth | 0.00% | 16,848 | $816,397 | $816,791 | +$394 | +0.05% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 16,728 | $814,061 | $810,973 | -$3,088 | -0.38% | |
| Citadel Advisors Llc | 0.00% | 16,808 | $809,809 | $814,852 | +$5,043 | +0.62% | |
| Wells Fargo & Company/Mn | 0.00% | 15,978 | $769,820 | $774,613 | +$4,793 | +0.62% | |
| Kestra Advisory Services, Llc | 0.00% | 14,982 | $726,709 | $726,327 | -$382 | -0.05% | |
| Wealthspan Partners, Llc | 0.25% | 14,955 | $720,532 | $725,018 | +$4,486 | +0.62% | |
| Dynamic Financial Group | 0.50% | 13,524 | $655,983 | $655,644 | -$339 | -0.05% | |
| Benjamin Edwards Inc | 0.01% | 11,874 | $575,930 | $575,652 | -$278 | -0.05% | |
| Gladstone Institutional Advisory Llc | 0.02% | 11,041 | $535,533 | $535,268 | -$265 | -0.05% | |
| Blue Water Asset Management | 0.15% | 9,860 | $478,248 | $478,013 | -$235 | -0.05% | |
| Raymond James Financial Inc | 0.00% | 9,900 | $476,982 | $479,952 | +$2,970 | +0.62% | |
| Leclair Wealth Partners Llc | 0.16% | 9,698 | $467,236 | $470,159 | +$2,923 | +0.63% | |
| Next Level Private Llc | 0.09% | 9,123 | $442,492 | $442,283 | -$209 | -0.05% | |
| Bill Few Associates, Inc. | 0.07% | 6,732 | $326,536 | $326,367 | -$169 | -0.05% | |
| Fiduciary Trust Co | 0.00% | 6,653 | $320,542 | $322,537 | +$1,995 | +0.62% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.01% | 5,244 | $254,361 | $254,229 | -$132 | -0.05% | |
| Fortitude Advisory Group L.L.C. | 0.09% | 4,891 | $237,238 | $237,116 | -$122 | -0.05% | |
| Tower Research Capital Llc (Trc) | 0.01% | 4,484 | $216,039 | $217,384 | +$1,345 | +0.62% | |
| Creative Planning | 0.00% | 4,189 | $201,836 | $203,083 | +$1,247 | +0.62% | |
| Fifth Third Bancorp | 0.00% | 2,791 | $134,482 | $135,308 | +$826 | +0.61% | |
| Brown Brothers Harriman & Co | 0.00% | 791 | $38,110 | $38,348 | +$238 | +0.62% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 260 | $12,527 | $12,605 | +$78 | +0.62% | |
| Pnc Financial Services Group, Inc. | 0.00% | 245 | $11,804 | $11,878 | +$74 | +0.62% | |
| Ifp Advisors, Inc | 0.00% | 100 | $4,851 | $4,848 | -$3 | -0.06% | |
| Cwm, Llc | 0.00% | 34 | $1,638 | $1,648 | +$10 | +0.63% |
Frequently asked questions about EVLN
Who owns the most EVLN stock?
The largest holders of EVLN 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 FLOATING-RATE (EVLN).
Is EVLN widely held by superinvestors?
Many widely followed stocks like EVLN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EVLN 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.