XEFRX

EATON VANCE SR FLTNG RTE TR

Institutional Ownership · Q4 2025

Filing: Q4 2025

EATON VANCE SR FLTNG RTE TR (XEFRX) is held by 90 institutional investors with combined holdings of $109M. Major holders include 1607 Capital Partners, LL, MORGAN STANLEY (MS, MS-P, Invesco Ltd. (IVZ).

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Institutional Holders

Total Value

$109.0M

Ownership %

—

🏦 Top Institutional Holders

1607 Capital Partners, LLC

1.4M shares

$16.0M

MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ)

Advisors Asset Management, Inc.

553.1K shares

$6.2M

Logan Stone Capital, LLC

526.4K shares

$5.9M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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