EATON VANCE SR FLTNG RTE TR

$EFR

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Institutional coverage

1 13F filers hold $EFR.

13F holders

Insider buys · 90d

Congress · 90d

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.

Avant Financial Advisors LLC

0.73% held

α +10.5pts

PCJ Investment Counsel Ltd.

0.00% held

α +18.9pts

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 1 of 1 · Source: 13F-HR

Shufro Rose & Co. LLC

0.02% of portfolio

26,500 sh

Insider activity · last 90 days

5 transactions · 2 filers

29 May 2026

UBS Group AG —

· J

1,973

$24,500.00

29 May 2026

Bank of America Corp. —

· J

192

—

29 May 2026

Bank of America Corp. —

· J

127

—

29 May 2026

Bank of America Corp. —

· J

194

—

29 May 2026

Bank of America Corp. —

· J

101

—

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

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

Convergence · $EFR

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 18:39 UTC.