EATON VANCE SR FLTNG RTE TR

$EFR
← All companies Sign in to track
Institutional coverage

99 13F filers hold $EFR.

13F holders
99
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

2 holders · Q1 2026

Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.

01
Fiduciary Alliance LLC
0.02% held
α +16.8pts
02
Shufro Rose & Co. LLC
0.02% held
α +32.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 99 · Source: 13F-HR
01
Evergreen Private Wealth LLC
0.04% of portfolio
1,755,662 sh
02
Wallington Asset Management, LLC
1.20% of portfolio
1,586,239 sh
03
Linden Advisors LP
0.04% of portfolio
844,554 sh
04
Bahl & Gaynor Inc.
—
785,884 sh
05
Menlo Advisors LLC
0.01% of portfolio
705,804 sh
06
Regions Financial Corp.
0.10% of portfolio
563,320 sh
07
Summit Securities Group LLC
1.59% of portfolio
540,718 sh
08
MASTERINVEST Kapitalanlage GmbH
—
299,086 sh
09
Huntington National Bank
0.06% of portfolio
286,091 sh
10
Sheaff Brock Investment Advisors, LLC
—
275,002 sh
See all 99 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $EFR in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $EFR in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:39 UTC.