EATON VANCE SR FLTG RATE TR (XEFRX) Top Institutional Shareholders
EATON VANCE SR FLTG RATE TR (XEFRX) 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 $109.73M in XEFRX holdings during the latest filing period.
1607 Capital Partners, Llc is currently the largest disclosed institutional shareholder of XEFRX tracked by InsiderSet, reporting ownership valued at approximately $16.72M in its March 31, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed XEFRX value among the investors covered in this analysis. Major shareholders include 1607 Capital Partners, Llc, Pathstone Holdings, Llc, Ameriprise Financial Inc, and several other long-term asset managers with concentrated positions in EATON VANCE SR FLTG RATE TR (XEFRX).
This page ranks the largest institutional XEFRX 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
97
Total Reported Value
$109.73M
Largest Holder
1607 Capital Partners, Llc
Largest Position
$16.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
110
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| 1607 Capital Partners, Llc | 1.20% | 1,586,239 | $16,718,959 | — | — | — | |
| Pathstone Holdings, Llc | 0.04% | 881,001 | $9,285,751 | — | — | — | |
| Ameriprise Financial Inc | 0.00% | 566,404 | $5,942,206 | — | — | — | |
| Advisors Asset Management, Inc. | 0.10% | 563,320 | $5,937,393 | — | — | — | |
| Invesco Ltd. | 0.00% | 560,262 | $5,905,162 | — | — | — | |
| Logan Stone Capital, Llc | 1.58% | 540,718 | $5,699,168 | — | — | — | |
| Morgan Stanley | 0.00% | 499,081 | $5,260,318 | — | — | — | |
| Bank Of America Corp | 0.00% | 481,794 | $5,078,109 | — | — | — | |
| Guggenheim Capital Llc | 0.04% | 422,921 | $4,457,588 | — | — | — | |
| Loomis Sayles & Co L P | 0.00% | 346,682 | $3,654,028 | — | — | — | |
| Wolverine Asset Management Llc | 0.04% | 266,399 | $2,807,845 | — | — | — | |
| Saba Capital Management, L.P. | 0.09% | 261,756 | $2,758,908 | — | — | — | |
| Baird Financial Group, Inc. | 0.00% | 251,276 | $2,648,449 | — | — | — | |
| Balyasny Asset Management L.P. | 0.00% | 222,790 | $2,348,207 | — | — | — | |
| Ethos Financial Group, Llc | 0.17% | 205,537 | $2,289,683 | — | — | — | |
| White Pine Capital Llc | 0.60% | 202,651 | $2,135,942 | — | — | — | |
| Northwestern Mutual Wealth Management Co | 0.00% | 183,955 | $1,938,883 | — | — | — | |
| Wells Fargo & Company/Mn | 0.00% | 172,948 | $1,822,875 | — | — | — | |
| Cwm, Llc | 0.00% | 148,633 | $1,566,589 | — | — | — | |
| Lpl Financial Llc | 0.00% | 146,015 | $1,538,999 | — | — | — | |
| Verity Asset Management, Inc. | 0.63% | 142,976 | $1,506,967 | — | — | — | |
| Icon Advisers Inc/Co | 0.27% | 108,870 | $1,147,490 | — | — | — | |
| Collar Capital Management, Llc | 0.73% | 107,720 | $1,135,369 | — | — | — | |
| Hourglass Capital, Llc | 0.21% | 96,500 | $1,017,110 | — | — | — | |
| Osaic Holdings, Inc. | 0.00% | 94,334 | $994,275 | — | — | — | |
| Goldman Sachs Group Inc | 0.00% | 81,752 | $861,666 | — | — | — | |
| Calamos Advisors Llc | 0.00% | 77,027 | $811,865 | — | — | — | |
| Gridiron Partners, Llc | 0.45% | 69,450 | $732,003 | — | — | — | |
| Readystate Asset Management Lp | 0.03% | 55,934 | $589,544 | — | — | — | |
| Garner Asset Management Corp | 0.23% | 55,275 | $582,597 | — | — | — | |
| Hennion & Walsh Asset Management, Inc. | 0.02% | 53,613 | $565,081 | — | — | — | |
| Almitas Capital Llc | 0.12% | 49,782 | $524,702 | — | — | — | |
| Capital Investment Advisors, Llc | 0.01% | 47,711 | $502,875 | — | — | — | |
| Ubs Group Ag | 0.00% | 45,221 | $476,629 | — | — | — | |
| Altman Advisors, Inc. | 0.18% | 50,490 | $439,655 | — | — | — | |
| Oppenheimer & Co Inc | 0.01% | 39,906 | $420,609 | — | — | — | |
| Simon Quick Advisors, Llc | 0.02% | 38,357 | $404,284 | — | — | — | |
| Raymond James Financial Inc | 0.00% | 32,623 | $343,844 | — | — | — | |
| Rwa Wealth Partners, Llc | 0.00% | 31,297 | $329,870 | — | — | — | |
| Fiduciary Alliance Llc | 0.02% | 31,195 | $325,988 | — | — | — | |
| Shufro Rose & Co Llc | 0.02% | 26,500 | $279,310 | — | — | — | |
| Cetera Investment Advisers | 0.00% | 25,848 | $272,436 | — | — | — | |
| Jane Street Group, Llc | 0.00% | 25,826 | $272,206 | — | — | — | |
| Mai Capital Management | 0.00% | 25,390 | $267,606 | — | — | — | |
| Sandy Cove Advisors, Llc | 0.08% | 24,850 | $261,919 | — | — | — | |
| Wescap Management Group, Inc. | 0.05% | 24,303 | $256,154 | — | — | — | |
| Aegon Usa Investment Management, Llc | 0.20% | 24,120 | $254,225 | — | — | — | |
| Closed-End Fund Advisors, Inc. | 0.23% | 21,076 | $222,141 | — | — | — | |
| Horizon Kinetics Asset Management Llc | 0.00% | 20,001 | $210,811 | — | — | — | |
| Beacon Pointe Advisors, Llc | 0.00% | 19,931 | $210,073 | — | — | — |
Frequently asked questions about XEFRX
Who owns the most XEFRX stock?
The largest holders of XEFRX 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 SR FLTG RATE TR (XEFRX).
Is XEFRX widely held by superinvestors?
Many widely followed stocks like XEFRX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XEFRX 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.