Eaton Vance Floating-Rate (EVLN)

CUSIP: 61774R833 | NYSE | 88 institutional holders

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

Institutional Holders — Q3 2026

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J.Safra Asset Management Corp190,247

0.4% of portfolio$9.2M

Perennial Advisors, LLC97,733

0.7% of portfolio$4.7M

Obermeyer Wealth Partners96,800

0.2% of portfolio$4.7M

Mccarter Private Wealth Services LLC96,170

1.6% of portfolio$4.7M

Visionary Wealth Advisors38,036

0.1% of portfolio$1.8M

QTR Family Wealth, LLC25,593

0.5% of portfolio$1.2M

Founders Financial Securities LLC25,297

0.1% of portfolio$1.2M

Commonwealth Equity Services, LLC25,076

0.0% of portfolio$1.2M

Creative Financial Designs Inc20,596

0.0% of portfolio$997.8K

Wealth Enhancement Advisory Services, LLC17,268

0.0% of portfolio$833.2K

Kestra Advisory Services, LLC14,395

0.0% of portfolio$697.4K

Next Level Private LLC14,367

0.1% of portfolio$696.0K

Dynamic Financial Group12,818

0.5% of portfolio$621.0K

Blue Water Asset Management12,354

0.2% of portfolio$598.5K

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors5,244

0.0% of portfolio$254.0K

Fortitude Advisory Group L.L.C.5,211

0.1% of portfolio$252.4K

Bill Few Associates, Inc.4,997

0.0% of portfolio$242.1K

Creative Planning4,281

0.0% of portfolio$207.4K

Vestor Capital, LLC2,811

0.0% of portfolio$148

CX Institutional1,498

0.0% of portfolio$73

				Style	Turnover	Location	Filed
J.Safra Asset Management Corp	190,247	$9.2M	0.4%	ETF	Low	New York, NY	2026-11-03
Perennial Advisors, LLC	97,733	$4.7M	0.7%	Core	Low	New York, NY	2026-10-13
Obermeyer Wealth Partners	96,800	$4.7M	0.2%	Growth	Low	Aspen, CO	2026-10-21
Mccarter Private Wealth Services LLC	96,170	$4.7M	1.6%	Core	Low	Boston, MA	2026-10-22
Visionary Wealth Advisors	38,036	$1.8M	0.1%	ETF	Low	O'Fallon, IL	2026-11-04
QTR Family Wealth, LLC	25,593	$1.2M	0.5%	Growth	Medium	Lake Mary, FL	2026-11-02
Founders Financial Securities LLC	25,297	$1.2M	0.1%	ETF	Medium	Towson, MD	2026-10-28
Commonwealth Equity Services, LLC	25,076	$1.2M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Creative Financial Designs Inc	20,596	$997.8K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Wealth Enhancement Advisory Services, LLC	17,268	$833.2K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Kestra Advisory Services, LLC	14,395	$697.4K	0.0%	Core	Low	Austin, TX	2026-11-02
Next Level Private LLC	14,367	$696.0K	0.1%	Core	Very Low	Harrison, NY	2026-10-20
Dynamic Financial Group	12,818	$621.0K	0.5%	ETF	Low	Cedar Falls, IA	2026-10-28
Blue Water Asset Management	12,354	$598.5K	0.2%	ETF	Low	Grand Rapids, MI	2026-11-04
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	5,244	$254.0K	0.0%	ETF	Medium	Westlake, OH	2026-10-14
Fortitude Advisory Group L.L.C.	5,211	$252.4K	0.1%	Growth	Medium	Gig Harbor, WA	2026-10-15
Bill Few Associates, Inc.	4,997	$242.1K	0.0%	Core	Very Low	Sewickley, PA	2026-10-09
Creative Planning	4,281	$207.4K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Vestor Capital, LLC	2,811	$148	0.0%	Value	Medium	Chicago, IL	2026-11-04
CX Institutional	1,498	$73	0.0%	Core	Medium	Auburn, IN	2026-10-02