EATON VANCE FLOATING RATE IN
CUSIP 278279104
Eaton Vance Floating Rate In has 87 institutional holders in Filings Flow’s 13F database, together reporting 9.19M shares worth $97M as of Q1 2026. The largest reported holders are Morgan Stanley, Bank Of America Corp /De/, and 1607 Capital Partners, LLC.
Institutional Holders
87
Q1 2026
Reported Value
$97M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Thayer Partners, LLC / MA$210M AUM | 1.19% | $3M | 233.2K | Q1 2026OLDER |
| Logan Stone Capital, LLC$360M AUM | 0.65% | $2M | 217.2K | Q1 2026OLDER |
| 1607 Capital Partners, LLC$1.4B AUM | 0.64% | $9M | 823.1K | Q1 2026OLDER |
| ICON ADVISERS INC/CO$433M AUM | 0.42% | $2M | 170.3K | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.24% | $1M | 136.5K | Q1 2026OLDER |
| Garner Asset Management Corp$255M AUM | 0.24% | $603,009 | 56.2K | Q1 2026OLDER |
| Shaker Financial Services, LLC$287M AUM | 0.20% | $578,208 | 53.9K | Q1 2026OLDER |
| RETIREMENT PLANNING GROUP, LLC / NY$155M AUM | 0.18% | $286,703 | 26.7K | Q1 2026OLDER |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.17% | $4M | 325.4K | Q4 2025OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.16% | $2M | 197.9K | Q1 2026OLDER |
| MELFA WEALTH MANAGEMENT, INC.$174M AUM | 0.16% | $271,670 | 25.3K | Q1 2026OLDER |
| AEGON USA Investment Management, LLC$128M AUM | 0.15% | $190,651 | 17.8K | Q1 2026OLDER |
| Almitas Capital LLC$443M AUM | 0.15% | $670,671 | 59.4K | Q4 2025OLDER |
| Virtus Investment Advisers, LLC$363M AUM | 0.14% | $492,443 | 45.9K | Q1 2026OLDER |
| Hilltop Partners LLC$390M AUM | 0.12% | $476,200 | 26.3K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.10% | $6M | 548.0K | Q1 2026OLDER |
| Morse Asset Management, Inc$481M AUM | 0.09% | $468,535 | 41.5K | Q4 2025OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 0.09% | $3M | 300.6K | Q2 2026 |
| GREENBERG FINANCIAL GROUP$242M AUM | 0.09% | $220,555 | 20.6K | Q1 2026OLDER |
| ORLEANS CAPITAL MANAGEMENT CORP/LA$148M AUM | 0.07% | $107,300 | 10.0K | Q1 2026OLDER |
| MeadowBrook Investment Advisors LLC$113M AUM | 0.06% | $66,442 | 5.9K | Q4 2025OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.06% | $882,693 | 82.3K | Q1 2026OLDER |
| Polar Asset Management Partners Inc.$5.0B AUM | 0.06% | $5M | 424.3K | Q3 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.04% | $5M | 434.9K | Q1 2026OLDER |
| Ionic Capital Management LLC$1.4B AUM | 0.02% | $321,900 | 30.0K | Q1 2026OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.02% | $2M | 213.9K | Q1 2026OLDER |
| WESCAP Management Group, Inc.$508M AUM | 0.02% | $109,628 | 10.2K | Q1 2026OLDER |
| Gould Capital, LLC$165M AUM | 0.02% | $30,612 | 2.9K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.02% | $382,310 | 35.6K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $252,758 | 23.6K | Q1 2026OLDER |
| BARD ASSOCIATES INC$398M AUM | 0.01% | $55,630 | 4.9K | Q4 2025OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.01% | $171,768 | 16.0K | Q1 2026OLDER |
| Westchester Capital Management, LLC$2.2B AUM | 0.01% | $286,255 | 26.7K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 207.1K | Q4 2025OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $186,048 | 16.5K | Q4 2025OLDER |
| SHUFRO ROSE & CO LLC$1.5B AUM | 0.01% | $115,884 | 10.8K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.01% | $470,479 | 43.8K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.01% | $1M | 110.1K | Q1 2026OLDER |
| LOOMIS SAYLES & CO L P$74.3B AUM | 0.01% | $5M | 458.2K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $232,414 | 21.5K | Q2 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $51,504 | 4.8K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $171,010 | 15.1K | Q4 2025OLDER |
| HBK Sorce Advisory LLC$5.0B AUM | 0.00% | $210,210 | 19.1K | Q1 2026OLDER |
| Ballentine Partners, LLC$7.2B AUM | 0.00% | $298,788 | 27.8K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $53,553 | 4.5K | Q3 2025OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $334,154 | 31.1K | Q1 2026OLDER |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 0.00% | $8,048 | 750 | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.00% | $107,968 | 10.1K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.00% | $284,017 | 26.5K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $40,018 | 3.4K | Q3 2025OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $382,224 | 35.6K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $8M | 724.1K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $648,618 | 60.4K | Q2 2026 |
| BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM | 0.00% | $2M | 159.1K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $1M | 131.9K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $167,817 | 15.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 132.5K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $159,513 | 14.1K | Q4 2025OLDER |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 0.00% | $128,331 | 12.0K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $6,438 | 600 | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $529,650 | 45.0K | Q4 2025OLDER |
| Marex Group Ltd$15.8B AUM | 0.00% | $180,222 | 16.0K | Q4 2025OLDER |
| Hilltop National Bank$468M AUM | 0.00% | $4,516 | 400 | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $51,010 | 4.8K | Q2 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $109,393 | 10.2K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $5M | 508.5K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $28,080 | 2.6K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $732,018 | 68.2K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $55,313 | 5.2K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $3,809 | 325 | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $12M | 1.04M | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $9M | 839.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $144,538 | 13.5K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $201,456 | 18.8K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $11,290 | 1.0K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $122,801 | 10.9K | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 128.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 174.1K | Q2 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $194,234 | 18.1K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $6,535 | 609 | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $53,989 | 4.6K | Q3 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $11,770 | 1.0K | Q3 2025OLDER |
| Addison Advisors LLC$452M AUM | 0.00% | $1,073 | 100 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $246,376 | 23.0K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $123,921 | 11.5K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $187,767 | 17.5K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 102.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 107.8K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $10,005 | 850 | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $647,669 | 60.4K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $130,421 | 12.2K | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $3,541 | 330 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $8,512 | 800 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $81,022 | 7.6K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $10,730 | 1.0K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $1,469 | 136 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $126,174 | 11.8K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $153,428 | 14.3K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $127,505 | 11.9K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $11,476 | 975 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $76,887 | 7.4K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $97 | 9 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $429 | 40 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $21 | 2 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $32 | 3 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.