Eaton Vance Floating-Rate Income Trust (EFT) — Institutional Holders, Q2 2026
117 institutional investment managers reported a EFT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
EFT in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- RAYMOND JAMES FINANCIALAdded · +377,270 sh+$4.1M
- LOOMIS SAYLES & L PAdded · +137,942 sh+$1.5M
- Baird Financial GroupAdded · +78,334 sh+$846.0K
- BANK OF AMERICAAdded · +71,437 sh+$771.5K
- WELLS FARGO & COMPANYAdded · +58,353 sh+$630.2K
Biggest sellers
- 1607 Capital PartnersTrimmed · -391,738 sh-$4.2M
- Logan Stone CapitalTrimmed · -130,583 sh-$1.4M
- BALYASNY ASSET MANAGEMENT L.P.Trimmed · -93,904 sh-$1.0M
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.Trimmed · -40,355 sh-$435.8K
- GUGGENHEIM CAPITALTrimmed · -30,541 sh-$329.8K
EFT 13F holders ranked 1–100 of 117
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | TEXAS PERMANENT SCHOOL FUND#1 · 15,008,187 sh | 15,008,187 | $728.0M | 32.27% | 0.0% |
| 2 | MORGAN STANLEY#2 · 8,505,203 sh | 8,505,203 | $371.5M | 0.02% | +15.9% |
| 3 | AMERIPRISE FINANCIAL#3 · 662,626 sh | 662,626 | $30.0M | <0.01% | -0.4% |
| 4 | LPL Financial#4 · 542,279 sh | 542,279 | $21.1M | <0.01% | +2.3% |
| 5 | RAYMOND JAMES FINANCIAL#5 · 1,111,303 sh | 1,111,303 | $12.3M | <0.01% | +51.4% |
| 6 | Spartan Wealth Advisory Services#6 · 211,283 sh | 211,283 | $10.2M | 0.84% | +1.8% |
| 7 | BANK OF AMERICA#7 · 911,066 sh | 911,066 | $9.8M | <0.01% | +8.5% |
| 8 | Eldridge Investment Advisors#8 · 173,999 sh | 173,999 | $8.4M | 1.67% | -3.1% |
| 9 | Corient Private Wealth#9 · 147,526 sh | 147,526 | $7.2M | <0.01% | +0.2% |
| 10 | LOOMIS SAYLES & L P#10 · 596,159 sh | 596,159 | $6.4M | <0.01% | +30.1% |
| 11 | Advisors Asset Management#11 · 551,971 sh | 551,971 | $6.0M | 0.09% | +0.7% |
| 12 | Invesco Ltd.#12 · 520,407 sh | 520,407 | $5.6M | <0.01% | +2.3% |
| 13 | CENTRAL#13 · 115,872 sh | 115,872 | $5.6M | 0.10% | +15.2% |
| 14 | Founders Financial Alliance#14 · 110,537 sh | 110,537 | $5.4M | 0.71% | -3.2% |
| 15 | Obermeyer Wealth Partners#15 · 103,567 sh | 103,567 | $5.0M | — | -12.9% |
| 16 | MCCARTER PRIVATE WEALTH SERVICES#16 · 121,363 sh | 121,363 | $4.9M | — | New |
| 17 | Perennial Advisors#17 · 98,238 sh | 98,238 | $4.8M | — | New |
| 18 | 1607 Capital Partners#18 · 431,397 sh | 431,397 | $4.7M | 0.41% | -47.6% |
| 19 | GUGGENHEIM CAPITAL#19 · 404,405 sh | 404,405 | $4.4M | 0.03% | -7.0% |
| 20 | WELLS FARGO & COMPANY#20 · 248,423 sh | 248,423 | $3.8M | <0.01% | +30.7% |
| 21 | Hennion & Walsh Asset Management#21 · 300,586 sh | 300,586 | $3.2M | — | +16.4% |
| 22 | Impact Partnership Wealth#22 · 62,843 sh | 62,843 | $3.0M | 0.30% | +29.7% |
| 23 | Thayer Partners, / MA#23 · 271,432 sh | 271,432 | $2.9M | 1.21% | +16.4% |
| 24 | OSAIC#24 · 152,419 sh | 152,419 | $2.4M | <0.01% | -1.5% |
| 25 | WOLVERINE ASSET MANAGEMENT#25 · 218,069 sh | 218,069 | $2.4M | 0.02% | +2.0% |
| 26 | CREATIVE FINANCIAL DESIGNS#26 · 47,233 sh | 47,233 | $2.3M | 0.11% | New |
| 27 | Baird Financial Group#27 · 210,222 sh | 210,222 | $2.3M | <0.01% | +59.4% |
| 28 | Western Wealth Management#28 · 44,646 sh | 44,646 | $2.2M | 0.07% | +6.1% |
| 29 | Ethos Financial Group#29 · 194,431 sh | 194,431 | $2.1M | 0.14% | -1.8% |
| 30 | ICON ADVISERS#30 · 180,280 sh | 180,280 | $1.9M | 0.37% | +5.9% |
| 31 | Rockefeller Capital Management L.P.#31 · 52,392 sh | 52,392 | $1.9M | <0.01% | +189.4% |
| 32 | Visionary Wealth Advisors#32 · 35,134 sh | 35,134 | $1.7M | 0.07% | +2.2% |
| 33 | COHEN & STEERS#33 · 147,240 sh | 147,240 | $1.6M | <0.01% | 0.0% |
| 34 | ROYAL BANK OF CANADA#34 · 107,319 sh | 107,319 | $1.6M | <0.01% | -15.9% |
| 35 | QTR Family Wealth#35 · 32,014 sh | 32,014 | $1.6M | 0.54% | -17.3% |
| 36 | FOUNDERS FINANCIAL SECURITIES#36 · 25,950 sh | 25,950 | $1.3M | 0.06% | +1.1% |
| 37 | COMMONWEALTH EQUITY SERVICES#37 · 24,853 sh | 24,853 | $1.2M | <0.01% | +1.7% |
| 38 | Stratos Wealth Partners, LTD.#38 · 23,981 sh | 23,981 | $1.2M | 0.01% | +0.4% |
| 39 | MAI Capital Management#39 · 107,194 sh | 107,194 | $1.2M | <0.01% | -2.6% |
| 40 | Keating Financial Advisory Services#40 · 106,351 sh | 106,351 | $1.1M | 0.15% | -22.1% |
| 41 | CITADEL ADVISORS#41 · 44,600 sh | 44,600 | $1.1M | <0.01% | +56.1% |
| 42 | UBS Group AG#42 · 94,825 sh | 94,825 | $1.0M | <0.01% | -12.1% |
| 43 | Riverview Capital Advisers#43 · 21,013 sh | 21,013 | $1.0M | 0.29% | New |
| 44 | Focus Partners Wealth#44 · 30,462 sh | 30,462 | $1.0M | <0.01% | +5.0% |
| 45 | Kestra Advisory Services#45 · 34,497 sh | 34,497 | $937.5K | <0.01% | +25.4% |
| 46 | Logan Stone Capital#46 · 86,613 sh | 86,613 | $935.4K | 0.20% | -60.1% |
| 47 | BENJAMIN EDWARDS#47 · 38,344 sh | 38,344 | $861.8K | <0.01% | +6.0% |
| 48 | Cetera Investment Advisers#48 · 79,049 sh | 79,049 | $853.7K | <0.01% | +15.9% |
| 49 | WEALTH ENHANCEMENT ADVISORY SERVICES#49 · 16,728 sh | 16,728 | $814.1K | — | -6.8% |
| 50 | WEALTHSPAN PARTNERS#50 · 15,162 sh | 15,162 | $735.4K | 0.23% | +1.4% |
| 51 | BALYASNY ASSET MANAGEMENT L.P.#51 · 65,175 sh | 65,175 | $703.9K | <0.01% | -59.0% |
| 52 | Equitable#52 · 13,948 sh | 13,948 | $676.5K | <0.01% | New |
| 53 | Dynamic Financial Group#53 · 13,524 sh | 13,524 | $656.0K | 0.50% | +2.8% |
| 54 | Hilltop Partners#54 · 34,122 sh | 34,122 | $627.1K | 0.15% | +29.8% |
| 55 | Garner Asset Management#55 · 57,383 sh | 57,383 | $619.7K | 0.20% | +2.1% |
| 56 | NewEdge Advisors#56 · 53,282 sh | 53,282 | $575.5K | <0.01% | New |
| 57 | Gladstone Institutional Advisory#57 · 11,041 sh | 11,041 | $535.5K | 0.02% | -1.3% |
| 58 | Blue Water Asset Management#58 · 9,860 sh | 9,860 | $478.2K | 0.15% | +1.7% |
| 59 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C.#59 · 41,909 sh | 41,909 | $452.6K | 0.03% | -49.1% |
| 60 | Next Level Private#60 · 9,123 sh | 9,123 | $442.5K | — | +1.7% |
| 61 | Saba Capital Management, L.P.#61 · 38,347 sh | 38,347 | $414.1K | 0.01% | New |
| 62 | Apollon Wealth Management#62 · 37,909 sh | 37,909 | $409.4K | — | -13.5% |
| 63 | REGIONS FINANCIAL#63 · 35,322 sh | 35,322 | $381.5K | <0.01% | -0.8% |
| 64 | Janney Montgomery Scott#64 · 34,400 sh | 34,400 | $372.0K | <0.01% | -1.4% |
| 65 | Shaker Financial Services#65 · 33,856 sh | 33,856 | $365.6K | — | -37.2% |
| 66 | Virtus Investment Advisers#66 · 33,745 sh | 33,745 | $364.4K | 0.08% | -26.5% |
| 67 | Bill Few Associates#67 · 6,732 sh | 6,732 | $326.5K | — | -1.6% |
| 68 | CHOREO#68 · 30,000 sh | 30,000 | $324.0K | <0.01% | -3.7% |
| 69 | FIDUCIARY#69 · 6,653 sh | 6,653 | $322.7K | <0.01% | 0.0% |
| 70 | Ballentine Partners#70 · 27,846 sh | 27,846 | $300.7K | <0.01% | 0.0% |
| 71 | Westchester Capital Management#71 · 26,678 sh | 26,678 | $288.1K | 0.01% | 0.0% |
| 72 | FIFTH THIRD BANCORP#72 · 15,008 sh | 15,008 | $267.8K | <0.01% | +4.7% |
| 73 | Cambridge Investment Research Advisors#73 · 24,660 sh | 24,660 | $266.0K | <0.01% | -31.2% |
| 74 | C2P Capital Advisory Group, d.b.a. Prosperity Capital Ad#74 · 5,244 sh | 5,244 | $254.4K | — | -2.0% |
| 75 | Fortitude Advisory Group L.L.C.#75 · 4,891 sh | 4,891 | $237.2K | — | -8.0% |
| 76 | Dynamic Advisor Solutions#76 · 21,520 sh | 21,520 | $232.4K | — | +12.2% |
| 77 | STIFEL FINANCIAL#77 · 21,261 sh | 21,261 | $229.6K | <0.01% | -7.4% |
| 78 | Mariner#78 · 4,478 sh | 4,478 | $217.2K | <0.01% | New |
| 79 | NOMURA#79 · 20,000 sh | 20,000 | $216.0K | <0.01% | +6.5% |
| 80 | MELFA WEALTH MANAGEMENT#80 · 19,850 sh | 19,850 | $214.4K | 0.12% | -21.6% |
| 81 | WNY Asset Management#81 · 4,381 sh | 4,381 | $212.5K | 0.02% | +1.7% |
| 82 | Creative Planning#82 · 4,259 sh | 4,259 | $206.6K | <0.01% | +1.7% |
| 83 | HBK Sorce Advisory#83 · 19,110 sh | 19,110 | $206.4K | <0.01% | 0.0% |
| 84 | RETIREMENT PLANNING GROUP, / NY#84 · 18,281 sh | 18,281 | $197.4K | 0.11% | -31.6% |
| 85 | AEGON USA Investment Management#85 · 17,768 sh | 17,768 | $191.9K | 0.14% | 0.0% |
| 86 | STEPHENS#86 · 15,640 sh | 15,640 | $168.9K | <0.01% | 0.0% |
| 87 | READYSTATE ASSET MANAGEMENT#87 · 13,748 sh | 13,748 | $148.5K | <0.01% | -61.4% |
| 88 | HighTower Advisors#88 · 12,999 sh | 12,999 | $140.4K | <0.01% | -25.7% |
| 89 | OpenArc Corporate Advisory#89 · 11,960 sh | 11,960 | $129.2K | — | 0.0% |
| 90 | JANE STREET GROUP#90 · 10,978 sh | 10,978 | $118.6K | 0.00% | -23.2% |
| 91 | PNC FINANCIAL SERVICES GROUP#91 · 8,286 sh | 8,286 | $117.2K | <0.01% | +6.3% |
| 92 | J.W. COLE ADVISORS#92 · 10,843 sh | 10,843 | $117.1K | <0.01% | New |
| 93 | SHUFRO ROSE#93 · 10,800 sh | 10,800 | $116.6K | <0.01% | 0.0% |
| 94 | XTX Topco Ltd#94 · 10,362 sh | 10,362 | $111.9K | <0.01% | New |
| 95 | WESCAP Management Group#95 · 10,217 sh | 10,217 | $110.3K | 0.02% | 0.0% |
| 96 | Sigma Planning#96 · 10,087 sh | 10,087 | $108.9K | — | +0.2% |
| 97 | ORLEANS CAPITAL MANAGEMENT#97 · 10,000 sh | 10,000 | $108.0K | 0.06% | 0.0% |
| 98 | JPMORGAN CHASE#98 · 9,423 sh | 9,423 | $101.0K | 0.00% | +27.5% |
| 99 | SRS Capital Advisors#99 · 7,326 sh | 7,326 | $79.1K | <0.01% | New |
| 100 | PRIVATE NA#100 · 4,800 sh | 4,800 | $51.8K | — | 0.0% |
Funds that sold out of EFT in Q2 2026 (15)
Held EFT at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| GOLDMAN SACHS GROUP102,540 sh | 102,540 | $4.9M |
| LeClair Wealth Partners9,698 sh | 9,698 | $467.2K |
| AE Wealth Management7,722 sh | 7,722 | $372.1K |
| Ionic Capital Management30,000 sh | 30,000 | $321.9K |
| Koshinski Asset Management23,556 sh | 23,556 | $252.8K |
| Virtu Financial21,319 sh | 21,319 | $229.0K |
| First Heartland Consultants16,008 sh | 16,008 | $171.8K |
| HRT FINANCIAL14,577 sh | 14,577 | $156.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP11,883 sh | 11,883 | $127.5K |
| Wealthspire Advisors10,195 sh | 10,195 | $109.4K |
| Advisory Services Network5,155 sh | 5,155 | $55.3K |
| Farther Finance Advisors800 sh | 800 | $8.5K |
| Spire Wealth Management330 sh | 330 | $3.5K |
| Addison Advisors100 sh | 100 | $1.1K |
| Russell Investments Group, Ltd.3 sh | 3 | $32.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.