Eaton Vance Fltng RT Inc TR (EFT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Hennion & Walsh Asset Management, Inc.

INCREASED

Shares344,080 from 300,586

Change+43,494 (+14%)

Value$3.7M (+$428.4K)

Filed 2026-10-13

Marble Harbor Investment Counsel, LLC

NEW

Shares325,079

Change+325,079

Value$3.5M

Filed 2026-11-06

Thayer Partners, LLC / MA

INCREASED

Shares283,332 from 271,432

Change+11,900 (+4%)

Value$3.0M (+$94.5K)

Filed 2026-11-06

LPL Financial LLC

INCREASED

Shares154,274 from 138,067

Change+16,207 (+12%)

Value$1.6M (+$156.5K)

Filed 2026-11-06

Kestra Advisory Services, LLC

INCREASED

Shares113,778 from 19,515

Change+94,263 (+483%)

Value$1.2M (+$1.0M)

Filed 2026-11-02

Park Avenue Securities LLC

NEW

Shares107,185

Change+107,185

Value$1.1M

Filed 2026-10-26

B. Riley Wealth Advisors, Inc.

NEW

Shares79,484

Change+79,484

Value$848.9K

Filed 2026-10-13

Garner Asset Management Corp

DECREASED

Shares42,410 from 57,383

Change-14,973 (-26%)

Value$442.8K (-$177.0K)

Filed 2026-10-30

Apollon Wealth Management, LLC

DECREASED

Shares37,207 from 37,909

Change-702 (-2%)

Value$397.4K (-$12.0K)

Filed 2026-10-23

Regions Financial Corp

UNCHANGED

Shares35,322 from 35,322

Change0 (0%)

Value$377.2K (-$4.2K)

Filed 2026-11-05

Mccarter Private Wealth Services LLC

INCREASED

Shares32,868 from 25,637

Change+7,231 (+28%)

Value$351.0K (+$74.2K)

Filed 2026-10-22

Choreo, LLC

INCREASED

Shares31,000 from 30,000

Change+1,000 (+3%)

Value$331.1K (+$7.1K)

Filed 2026-10-28

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares24,620 from 24,660

Change-40 (0%)

Value$263.0K (-$3.0K)

Filed 2026-11-02

Melfa Wealth Management, Inc.

UNCHANGED

Shares19,850 from 19,850

Change0 (0%)

Value$212.0K (-$2.4K)

Filed 2026-11-06

Dynamic Advisor Solutions LLC

DECREASED

Shares19,564 from 21,520

Change-1,956 (-9%)

Value$208.9K (-$23.5K)

Filed 2026-10-13

HBK Sorce Advisory LLC

UNCHANGED

Shares19,110 from 19,110

Change0 (0%)

Value$201.2K (-$5.2K)

Filed 2026-11-06

Integrated Capital Management, Inc.

NEW

Shares18,776

Change+18,776

Value$200.5K

Filed 2026-10-09

Aegon USA Investment Management, LLC

UNCHANGED

Shares17,768 from 17,768

Change0 (0%)

Value$189.8K (-$2.1K)

Filed 2026-10-30

Fifth Third Bancorp

INCREASED

Shares13,781 from 12,204

Change+1,577 (+13%)

Value$147.2K (+$15.4K)

Filed 2026-11-05

OpenArc Corporate Advisory, LLC

UNCHANGED

Shares11,960 from 11,960

Change0 (0%)

Value$127.7K (-$1.4K)

Filed 2026-10-21

Sigma Planning Corp

INCREASED

Shares11,505 from 10,087

Change+1,418 (+14%)

Value$122.9K (+$13.9K)

Filed 2026-10-23

J.W. Cole Advisors, Inc.

INCREASED

Shares11,492 from 10,843

Change+649 (+6%)

Value$122.7K (+$5.6K)

Filed 2026-11-05

Truist Financial Corp

NEW

Shares11,062

Change+11,062

Value$118.1K

Filed 2026-10-30

RFG Advisory, LLC

NEW

Shares10,273

Change+10,273

Value$109.7K

Filed 2026-11-03

PNC Financial Services Group, Inc.

UNCHANGED

Shares7,551 from 7,551

Change0 (0%)

Value$80.6K (-$906)

Filed 2026-11-06

Parallel Advisors, LLC

UNCHANGED

Shares4,754 from 4,754

Change0 (0%)

Value$50.8K (-$570)

Filed 2026-11-03

Blue Bell Private Wealth Management, LLC

NEW

Shares2,153

Change+2,153

Value$23.0K

Filed 2026-10-29

Allworth Financial LP

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$10.8K ($0)

Filed 2026-11-06

Highline Wealth Partners LLC

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$6.4K (-$72)

Filed 2026-10-19

Wolverine Asset Management LLC

CLOSED

Shares0 from 218,069

Change-218,069 (-100%)

Value$0 (-$2.4M)

Filed 2026-11-02

Shaker Financial Services, LLC

CLOSED

Shares0 from 33,856

Change-33,856 (-100%)

Value$0 (-$365.6K)

Filed 2026-10-14

Private Trust Co NA

CLOSED

Shares0 from 4,800

Change-4,800 (-100%)

Value$0 (-$51.8K)

Filed 2026-10-20

CoreCap Advisors, LLC

CLOSED

Shares0 from 2,600

Change-2,600 (-100%)

Value$0 (-$28.1K)

Filed 2026-10-08

JFS Wealth Advisors, LLC

CLOSED

Shares0 from 71

Change-71 (-100%)

Value$0 (-$767)

Filed 2026-11-03

Raymond James Financial Inc

N/A

Shares— from 1,103,458

Change-1,103,458 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,088,727

Change-1,088,727 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 911,066

Change-911,066 (-100%)

Value—

1607 Capital Partners, LLC

N/A

Shares— from 862,794

Change-862,794 (-100%)

Value—

Loomis Sayles & Co L P

N/A

Shares— from 596,159

Change-596,159 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 551,971

Change-551,971 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 520,407

Change-520,407 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 404,405

Change-404,405 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 218,293

Change-218,293 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 210,222

Change-210,222 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 194,431

Change-194,431 (-100%)

Value—

Icon Advisers Inc

N/A

Shares— from 180,280

Change-180,280 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 147,240

Change-147,240 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 132,168

Change-132,168 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 107,194

Change-107,194 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 106,351

Change-106,351 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 95,926

Change-95,926 (-100%)

Value—

UBS Group AG

N/A

Shares— from 94,820

Change-94,820 (-100%)

Value—

Logan Stone Capital, LLC

N/A

Shares— from 86,613

Change-86,613 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 79,049

Change-79,049 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 65,175

Change-65,175 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 57,016

Change-57,016 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 53,282

Change-53,282 (-100%)

Value—

Landscape Capital Management, L.L.C.

N/A

Shares— from 41,909

Change-41,909 (-100%)

Value—

Saba Capital Management, L.P.A

N/A

Shares— from 38,347

Change-38,347 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 34,400

Change-34,400 (-100%)

Value—

Hilltop Partners LLC

N/A

Shares— from 34,122

Change-34,122 (-100%)

Value—

Virtus Investment Advisers, LLC

N/A

Shares— from 33,745

Change-33,745 (-100%)

Value—

Ballentine Partners, LLC

N/A

Shares— from 27,846

Change-27,846 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 27,178

Change-27,178 (-100%)

Value—

Westchester Capital Management, LLC

N/A

Shares— from 26,678

Change-26,678 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 26,470

Change-26,470 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 21,261

Change-21,261 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Retirement Planning Group, LLC / NY

N/A

Shares— from 18,281

Change-18,281 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 18,171

Change-18,171 (-100%)

Value—

Stephens Inc

N/A

Shares— from 15,640

Change-15,640 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 13,748

Change-13,748 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 12,999

Change-12,999 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 12,388

Change-12,388 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 10,978

Change-10,978 (-100%)

Value—

Shufro Rose & Co LLC

N/A

Shares— from 10,800

Change-10,800 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 10,362

Change-10,362 (-100%)

Value—

Wescap Management Group, Inc.

N/A

Shares— from 10,217

Change-10,217 (-100%)

Value—

Orleans Capital Management Corp

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 9,423

Change-9,423 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 7,326

Change-7,326 (-100%)

Value—

Gould Capital, LLC

N/A

Shares— from 3,832

Change-3,832 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 906

Change-906 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 750

Change-750 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 700

Change-700 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 609

Change-609 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 185

Change-185 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 185

Change-185 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 140

Change-140 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 14

Change-14 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
Hennion & Walsh Asset Management, Inc.	INCREASED	344,080	300,586	+43,494	+14%	$3.2M	$3.7M	+$428.4K	2026-10-13
Marble Harbor Investment Counsel, LLC	NEW	325,079	—	+325,079	—	—	$3.5M	—	2026-11-06
Thayer Partners, LLC / MA	INCREASED	283,332	271,432	+11,900	+4%	$2.9M	$3.0M	+$94.5K	2026-11-06
LPL Financial LLC	INCREASED	154,274	138,067	+16,207	+12%	$1.5M	$1.6M	+$156.5K	2026-11-06
Kestra Advisory Services, LLC	INCREASED	113,778	19,515	+94,263	+483%	$210.8K	$1.2M	+$1.0M	2026-11-02
Park Avenue Securities LLC	NEW	107,185	—	+107,185	—	—	$1.1M	—	2026-10-26
B. Riley Wealth Advisors, Inc.	NEW	79,484	—	+79,484	—	—	$848.9K	—	2026-10-13
Garner Asset Management Corp	DECREASED	42,410	57,383	-14,973	-26%	$619.7K	$442.8K	-$177.0K	2026-10-30
Apollon Wealth Management, LLC	DECREASED	37,207	37,909	-702	-2%	$409.4K	$397.4K	-$12.0K	2026-10-23
Regions Financial Corp	UNCHANGED	35,322	35,322	0	0%	$381.5K	$377.2K	-$4.2K	2026-11-05
Mccarter Private Wealth Services LLC	INCREASED	32,868	25,637	+7,231	+28%	$276.9K	$351.0K	+$74.2K	2026-10-22
Choreo, LLC	INCREASED	31,000	30,000	+1,000	+3%	$324.0K	$331.1K	+$7.1K	2026-10-28
Cambridge Investment Research Advisors, Inc.	DECREASED	24,620	24,660	-40	0%	$266.0K	$263.0K	-$3.0K	2026-11-02
Melfa Wealth Management, Inc.	UNCHANGED	19,850	19,850	0	0%	$214.4K	$212.0K	-$2.4K	2026-11-06
Dynamic Advisor Solutions LLC	DECREASED	19,564	21,520	-1,956	-9%	$232.4K	$208.9K	-$23.5K	2026-10-13
HBK Sorce Advisory LLC	UNCHANGED	19,110	19,110	0	0%	$206.4K	$201.2K	-$5.2K	2026-11-06
Integrated Capital Management, Inc.	NEW	18,776	—	+18,776	—	—	$200.5K	—	2026-10-09
Aegon USA Investment Management, LLC	UNCHANGED	17,768	17,768	0	0%	$191.9K	$189.8K	-$2.1K	2026-10-30
Fifth Third Bancorp	INCREASED	13,781	12,204	+1,577	+13%	$131.8K	$147.2K	+$15.4K	2026-11-05
OpenArc Corporate Advisory, LLC	UNCHANGED	11,960	11,960	0	0%	$129.2K	$127.7K	-$1.4K	2026-10-21
Sigma Planning Corp	INCREASED	11,505	10,087	+1,418	+14%	$108.9K	$122.9K	+$13.9K	2026-10-23
J.W. Cole Advisors, Inc.	INCREASED	11,492	10,843	+649	+6%	$117.1K	$122.7K	+$5.6K	2026-11-05
Truist Financial Corp	NEW	11,062	—	+11,062	—	—	$118.1K	—	2026-10-30
RFG Advisory, LLC	NEW	10,273	—	+10,273	—	—	$109.7K	—	2026-11-03
PNC Financial Services Group, Inc.	UNCHANGED	7,551	7,551	0	0%	$81.6K	$80.6K	-$906	2026-11-06
Parallel Advisors, LLC	UNCHANGED	4,754	4,754	0	0%	$51.3K	$50.8K	-$570	2026-11-03
Blue Bell Private Wealth Management, LLC	NEW	2,153	—	+2,153	—	—	$23.0K	—	2026-10-29
Allworth Financial LP	UNCHANGED	1,000	1,000	0	0%	$10.8K	$10.8K	$0	2026-11-06
Highline Wealth Partners LLC	UNCHANGED	600	600	0	0%	$6.5K	$6.4K	-$72	2026-10-19
Wolverine Asset Management LLC	CLOSED	0	218,069	-218,069	-100%	$2.4M	$0	-$2.4M	2026-11-02
Shaker Financial Services, LLC	CLOSED	0	33,856	-33,856	-100%	$365.6K	$0	-$365.6K	2026-10-14
Private Trust Co NA	CLOSED	0	4,800	-4,800	-100%	$51.8K	$0	-$51.8K	2026-10-20
CoreCap Advisors, LLC	CLOSED	0	2,600	-2,600	-100%	$28.1K	$0	-$28.1K	2026-10-08
JFS Wealth Advisors, LLC	CLOSED	0	71	-71	-100%	$767	$0	-$767	2026-11-03
Raymond James Financial Inc	N/A	—	1,103,458	-1,103,458	-100%	$11.9M	—	—	—
Morgan Stanley	N/A	—	1,088,727	-1,088,727	-100%	$11.8M	—	—	—
Bank of America Corp	N/A	—	911,066	-911,066	-100%	$9.8M	—	—	—
1607 Capital Partners, LLC	N/A	—	862,794	-862,794	-100%	$9.3M	—	—	—
Loomis Sayles & Co L P	N/A	—	596,159	-596,159	-100%	$6.4M	—	—	—
Advisors Asset Management, Inc.	N/A	—	551,971	-551,971	-100%	$6.0M	—	—	—
Invesco Ltd.	N/A	—	520,407	-520,407	-100%	$5.6M	—	—	—
Guggenheim Capital LLC	N/A	—	404,405	-404,405	-100%	$4.4M	—	—	—
Wells Fargo & Company	N/A	—	218,293	-218,293	-100%	$2.4M	—	—	—
Baird Financial Group, Inc.	N/A	—	210,222	-210,222	-100%	$2.3M	—	—	—
Ethos Financial Group, LLC	N/A	—	194,431	-194,431	-100%	$2.1M	—	—	—
Icon Advisers Inc	N/A	—	180,280	-180,280	-100%	$1.9M	—	—	—
Cohen & Steers, Inc.	N/A	—	147,240	-147,240	-100%	$1.6M	—	—	—
Osaic Holdings, Inc.	N/A	—	132,168	-132,168	-100%	$1.4M	—	—	—
MAI Capital Management	N/A	—	107,194	-107,194	-100%	$1.2M	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	106,351	-106,351	-100%	$1.1M	—	—	—
Royal Bank of Canada	N/A	—	95,926	-95,926	-100%	$1.0M	—	—	—
UBS Group AG	N/A	—	94,820	-94,820	-100%	$1.0M	—	—	—
Logan Stone Capital, LLC	N/A	—	86,613	-86,613	-100%	$935.4K	—	—	—
Cetera Investment Advisers	N/A	—	79,049	-79,049	-100%	$853.7K	—	—	—
Balyasny Asset Management L.P.	N/A	—	65,175	-65,175	-100%	$703.9K	—	—	—
Ameriprise Financial Inc	N/A	—	57,016	-57,016	-100%	$615.8K	—	—	—
NewEdge Advisors, LLC	N/A	—	53,282	-53,282	-100%	$575.5K	—	—	—
Landscape Capital Management, L.L.C.	N/A	—	41,909	-41,909	-100%	$452.6K	—	—	—
Saba Capital Management, L.P.A	N/A	—	38,347	-38,347	-100%	$414.1K	—	—	—
Janney Montgomery Scott LLC	N/A	—	34,400	-34,400	-100%	$372.0K	—	—	—
Hilltop Partners LLC	N/A	—	34,122	-34,122	-100%	$627.1K	—	—	—
Virtus Investment Advisers, LLC	N/A	—	33,745	-33,745	-100%	$364.4K	—	—	—
Ballentine Partners, LLC	N/A	—	27,846	-27,846	-100%	$300.7K	—	—	—
Citadel Advisors LLC	N/A	—	27,178	-27,178	-100%	$293.5K	—	—	—
Westchester Capital Management, LLC	N/A	—	26,678	-26,678	-100%	$288.1K	—	—	—
Benjamin Edwards Inc	N/A	—	26,470	-26,470	-100%	$285.9K	—	—	—
Stifel Financial Corp	N/A	—	21,261	-21,261	-100%	$229.6K	—	—	—
Nomura Holdings Inc	N/A	—	20,000	-20,000	-100%	$216.0K	—	—	—
Retirement Planning Group, LLC / NY	N/A	—	18,281	-18,281	-100%	$197.4K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	18,171	-18,171	-100%	$196.2K	—	—	—
Stephens Inc	N/A	—	15,640	-15,640	-100%	$168.9K	—	—	—
Readystate Asset Management LP	N/A	—	13,748	-13,748	-100%	$148.5K	—	—	—
HighTower Advisors, LLC	N/A	—	12,999	-12,999	-100%	$140.4K	—	—	—
Focus Partners Wealth	N/A	—	12,388	-12,388	-100%	$133.8K	—	—	—
Jane Street Group, LLC	N/A	—	10,978	-10,978	-100%	$118.6K	—	—	—
Shufro Rose & Co LLC	N/A	—	10,800	-10,800	-100%	$116.6K	—	—	—
XTX Topco Ltd	N/A	—	10,362	-10,362	-100%	$111.9K	—	—	—
Wescap Management Group, Inc.	N/A	—	10,217	-10,217	-100%	$110.3K	—	—	—
Orleans Capital Management Corp	N/A	—	10,000	-10,000	-100%	$108.0K	—	—	—
JPMorgan Chase & Co	N/A	—	9,423	-9,423	-100%	$101.0K	—	—	—
Arax Advisory Partners	N/A	—	7,326	-7,326	-100%	$79.1K	—	—	—
Gould Capital, LLC	N/A	—	3,832	-3,832	-100%	$41.4K	—	—	—
BNP Paribas Financial Markets	N/A	—	906	-906	-100%	$9.8K	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	750	-750	-100%	$8.1K	—	—	—
National Bank of Canada	N/A	—	700	-700	-100%	$7.5K	—	—	—
Rothschild Investment LLC	N/A	—	609	-609	-100%	$6.6K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	185	-185	-100%	$2.0K	—	—	—
BFC Planning, Inc.	N/A	—	185	-185	-100%	$2.0K	—	—	—
Harbour Investments, Inc.	N/A	—	140	-140	-100%	$1.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	14	-14	-100%	$151	—	—	—
Huntington National Bank	N/A	—	2	-2	-100%	$22	—	—	—

Showing 91 of 91 institutions