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Eaton Vance Senior Income TR (EVF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares374,373 from 374,177
Change+196 (+0%)
Value$1.8M (-$47.0K)
Filed 2026-11-02
Matisse Capital
UNCHANGED
Shares370,000 from 370,000
Change0 (0%)
Value$1.8M (-$48.1K)
Filed 2026-10-29
Wolverine Asset Management LLC
DECREASED
Shares283,690 from 462,719
Change-179,029 (-39%)
Value$1.4M (-$928.4K)
Filed 2026-11-02
Melfa Wealth Management, Inc.
UNCHANGED
Shares100,497 from 100,497
Change0 (0%)
Value$487.4K (-$13.1K)
Filed 2026-11-06
Shaker Financial Services, LLC
DECREASED
Shares56,599 from 57,309
Change-710 (-1%)
Value$274.5K (-$10.9K)
Filed 2026-10-14
LPL Financial LLC
DECREASED
Shares48,313 from 55,157
Change-6,844 (-12%)
Value$234.3K (-$40.4K)
Filed 2026-11-06
City of London Investment Management Co LTD
INCREASED
Shares42,443 from 38,471
Change+3,972 (+10%)
Value$205.8K (+$14.3K)
Filed 2026-10-30
Simon Quick Advisors, LLC
INCREASED
Shares35,610 from 34,918
Change+692 (+2%)
Value$172.7K (-$1.2K)
Filed 2026-10-26
Tactive Advisors, LLC
DECREASED
Shares25,319 from 25,589
Change-270 (-1%)
Value$122.8K (-$4.6K)
Filed 2026-10-08
Closed-End Fund Advisors, Inc.
UNCHANGED
Shares20,046 from 20,046
Change0 (0%)
Value$97.2K (-$2.6K)
Filed 2026-11-04
Kestra Advisory Services, LLC
UNCHANGED
Shares15,937 from 15,937
Change0 (0%)
Value$77.3K (-$2.1K)
Filed 2026-11-02
Blue Bell Private Wealth Management, LLC
NEW
Shares14,999
Change+14,999
Value$72.7K
Filed 2026-10-29
Quadrant Private Wealth Management, LLC
DECREASED
Shares12,938 from 18,605
Change-5,667 (-30%)
Value$62.7K (-$29.9K)
Filed 2026-11-04
Uhlmann Price Securities, LLC
INCREASED
Shares12,636 from 12,390
Change+246 (+2%)
Value$61.3K (-$420)
Filed 2026-11-03
Bedel Financial Consulting, Inc.
UNCHANGED
Shares11,962 from 11,962
Change0 (0%)
Value$58.0K (-$1.6K)
Filed 2026-11-06
Moors & Cabot, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$48.5K (-$1.3K)
Filed 2026-11-06
PNC Financial Services Group, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$48.5K (-$1.3K)
Filed 2026-11-06
Highline Wealth Partners LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$3.4K (-$91)
Filed 2026-10-19
Farther Finance Advisors, LLC
INCREASED
Shares209 from 205
Change+4 (+2%)
Value$1.0K (-$7)
Filed 2026-10-08
US Bancorp \de\
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$19 (-$1)
Filed 2026-11-05
Creative Planning
CLOSED
Shares0 from 10,631
Change-10,631 (-100%)
Value$0 (-$52.9K)
Filed 2026-11-02
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$215)
Filed 2026-11-06
1607 Capital Partners, LLC
N/A
Shares— from 1,280,754
Change-1,280,754 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 770,880
Change-770,880 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 373,623
Change-373,623 (-100%)
Value—
Icon Advisers Inc
N/A
Shares— from 327,921
Change-327,921 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 223,776
Change-223,776 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 189,967
Change-189,967 (-100%)
Value—
UBS Group AG
N/A
Shares— from 123,215
Change-123,215 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 122,694
Change-122,694 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 121,904
Change-121,904 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 105,332
Change-105,332 (-100%)
Value—
Virtus Investment Advisers, LLC
N/A
Shares— from 78,410
Change-78,410 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 74,751
Change-74,751 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 74,629
Change-74,629 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 49,032
Change-49,032 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 38,577
Change-38,577 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 33,294
Change-33,294 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 30,629
Change-30,629 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 29,385
Change-29,385 (-100%)
Value—
Landscape Capital Management, L.L.C.
N/A
Shares— from 23,309
Change-23,309 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 21,730
Change-21,730 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 20,037
Change-20,037 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 18,589
Change-18,589 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 18,549
Change-18,549 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 18,156
Change-18,156 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 11,857
Change-11,857 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,004
Change-11,004 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 4,238
Change-4,238 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 3,367
Change-3,367 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,422
Change-2,422 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 902
Change-902 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 552
Change-552 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 244
Change-244 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Cambridge Investment Research Advisors, Inc.
INCREASED374,373374,177+196+0%$1.9M$1.8M-$47.0K2026-11-02
Matisse Capital
UNCHANGED370,000370,00000%$1.8M$1.8M-$48.1K2026-10-29
Wolverine Asset Management LLC
DECREASED283,690462,719-179,029-39%$2.3M$1.4M-$928.4K2026-11-02
Melfa Wealth Management, Inc.
UNCHANGED100,497100,49700%$500.5K$487.4K-$13.1K2026-11-06
Shaker Financial Services, LLC
DECREASED56,59957,309-710-1%$285.4K$274.5K-$10.9K2026-10-14
LPL Financial LLC
DECREASED48,31355,157-6,844-12%$274.7K$234.3K-$40.4K2026-11-06
City of London Investment Management Co LTD
INCREASED42,44338,471+3,972+10%$191.6K$205.8K+$14.3K2026-10-30
Simon Quick Advisors, LLC
INCREASED35,61034,918+692+2%$173.9K$172.7K-$1.2K2026-10-26
Tactive Advisors, LLC
DECREASED25,31925,589-270-1%$127.4K$122.8K-$4.6K2026-10-08
Closed-End Fund Advisors, Inc.
UNCHANGED20,04620,04600%$99.8K$97.2K-$2.6K2026-11-04
Kestra Advisory Services, LLC
UNCHANGED15,93715,93700%$79.4K$77.3K-$2.1K2026-11-02
Blue Bell Private Wealth Management, LLC
NEW14,999—+14,999——$72.7K—2026-10-29
Quadrant Private Wealth Management, LLC
DECREASED12,93818,605-5,667-30%$92.7K$62.7K-$29.9K2026-11-04
Uhlmann Price Securities, LLC
INCREASED12,63612,390+246+2%$61.7K$61.3K-$4202026-11-03
Bedel Financial Consulting, Inc.
UNCHANGED11,96211,96200%$59.6K$58.0K-$1.6K2026-11-06
Moors & Cabot, Inc.
UNCHANGED10,00010,00000%$49.8K$48.5K-$1.3K2026-11-06
PNC Financial Services Group, Inc.
UNCHANGED10,00010,00000%$49.8K$48.5K-$1.3K2026-11-06
Highline Wealth Partners LLC
UNCHANGED70070000%$3.5K$3.4K-$912026-10-19
Farther Finance Advisors, LLC
INCREASED209205+4+2%$1.0K$1.0K-$72026-10-08
US Bancorp \de\
UNCHANGED4400%$20$19-$12026-11-05
Creative Planning
CLOSED010,631-10,631-100%$52.9K$0-$52.9K2026-11-02
Institute for Wealth Management, Llc.
CLOSED043-43-100%$215$0-$2152026-11-06
1607 Capital Partners, LLC
N/A—1,280,754-1,280,754-100%$6.4M———
SIT Investment Associates Inc
N/A—770,880-770,880-100%$3.8M———
Guggenheim Capital LLC
N/A—373,623-373,623-100%$1.9M———
Icon Advisers Inc
N/A—327,921-327,921-100%$1.6M———
Invesco Ltd.
N/A—223,776-223,776-100%$1.1M———
Logan Stone Capital, LLC
N/A—189,967-189,967-100%$946.0K———
UBS Group AG
N/A—123,215-123,215-100%$613.6K———
Loomis Sayles & Co L P
N/A—122,694-122,694-100%$611.0K———
Atlas Wealth LLC
N/A—121,904-121,904-100%$607.1K———
Morgan Stanley
N/A—105,332-105,332-100%$524.6K———
Virtus Investment Advisers, LLC
N/A—78,410-78,410-100%$390.5K———
Almitas Capital LLC
N/A—74,751-74,751-100%$372.3K———
Ethos Financial Group, LLC
N/A—74,629-74,629-100%$371.7K———
Wells Fargo & Company
N/A—49,032-49,032-100%$244.2K———
Osaic Holdings, Inc.
N/A—38,577-38,577-100%$192.1K———
Bank of America Corp
N/A—33,294-33,294-100%$165.8K———
Raymond James Financial Inc
N/A—30,629-30,629-100%$152.5K———
Cetera Investment Advisers
N/A—29,385-29,385-100%$146.3K———
Landscape Capital Management, L.L.C.
N/A—23,309-23,309-100%$116.1K———
Horizon Kinetics Asset Management LLC
N/A—21,730-21,730-100%$108.2K———
Ameriprise Financial Inc
N/A—20,037-20,037-100%$99.8K———
Equitable Holdings, Inc.
N/A—18,589-18,589-100%$92.6K———
AlTi Global, Inc.
N/A—18,549-18,549-100%$92.4K———
Citadel Advisors LLC
N/A—18,156-18,156-100%$90.4K———
Integrated Wealth Concepts LLC
N/A—11,857-11,857-100%$59.0K———
Susquehanna International Group, LLP
N/A—11,004-11,004-100%$54.8K———
Consultiva Wealth Management, Corp.
N/A—4,238-4,238-100%$21.1K———
Clear Street Group Inc.
N/A—3,367-3,367-100%$16.8K———
Northwestern Mutual Wealth Management Co
N/A—2,422-2,422-100%$12.1K———
SHP Wealth Management
N/A—1,000-1,000-100%$5.0K———
Royal Bank of Canada
N/A—902-902-100%$4.0K———
BNP Paribas Financial Markets
N/A—552-552-100%$2.7K———
Rockefeller Capital Management L.P.
N/A—244-244-100%$1.2K———
Allied Private Wealth LLC
N/A—60-60-100%$298———
Huntington National Bank
N/A—1-1-100%$5———
NewEdge Advisors, LLC
N/A—1-1-100%$5———
Showing 58 of 58 institutions