Eaton Vance Senior Income TREVF
13F holders, Q1 2025 (March 31)43holders +7
9new positions
2sold out
$5.84avg. 13F price*
At the end of Q1 2025, 43 institutions reported holding Eaton Vance Senior Income TR (EVF) in their 13F filings, up 7 from Q4 2024. 9 opened new positions and 2 sold out. The largest holders were Cambridge Investment Research Advisors, Inc. ($2.0M), Guggenheim Capital LLC ($1.7M) and Invesco Ltd. ($1.4M).
- Company
- Eaton Vance Senior Income TR
- CUSIP
- 27826S103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.6M |
| Exits | 2 | $874K |
All 13F filers, Q4 2024 → Q1 2025: 597,288 shares bought and 283,406 shares sold, net +313,882 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.1% | 342,128 | $2.0M |
| Guggenheim Capital LLC | 0.02% | Reduce -25.9% | 288,281 | $1.7M |
| Invesco Ltd. | 0.00% | Add +31.6% | 232,680 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Add +25.7% | 176,824 | $1.0M |
| Virtus Investment Advisers, LLC | 0.27% | New | 168,050 | $981K |
| UBS Group AG | 0.00% | Reduce -0.8% | 152,174 | $889K |
| Morgan Stanley | 0.00% | Add +14.2% | 131,088 | $766K |
| Ethos Financial Group, LLC | 0.05% | New | 97,501 | $569K |
| Wells Fargo & Company | 0.00% | Add +2.5% | 72,199 | $422K |
| Wolverine Asset Management LLC | 0.03% | New | 64,489 | $377K |
| LPL Financial LLC | 0.00% | Add +18.8% | 57,086 | $333K |
| Advisory Services Network, LLC | 0.01% | New | 46,979 | $274K |
| Stifel Financial Corp. | 0.00% | Add +36.9% | 41,870 | $245K |
| Bank of America Corp. | 0.00% | Add +5.2% | 37,136 | $217K |
| Susquehanna International Group, LLP | 0.00% | Add +28.4% | 33,292 | $194K |
| Osaic Holdings, Inc. | 0.00% | Add +10.4% | 32,212 | $188K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 32,130 | $188K |
| Raymond James Financial Inc. | 0.00% | Reduce -7.5% | 31,441 | $184K |
| Arete Wealth Advisors, LLC | 0.01% | No change | 28,084 | $164K |
| Redhawk Wealth Advisors, Inc. | 0.02% | No change | 25,229 | $147K |
| Cetera Investment Advisers | 0.00% | Add +28.9% | 25,031 | $146K |
| Landscape Capital Management, L.L.C. | 0.01% | New | 23,309 | $136K |
| Melfa Wealth Management, Inc. | 0.08% | No change | 19,797 | $116K |
| Buska Wealth Management, LLC | 0.03% | Reduce -57.5% | 19,019 | $111K |
| AlTi Global, Inc. | 0.00% | No change | 18,549 | $108K |
| NWF Advisory Services Inc. | 0.01% | New | 17,600 | $103K |
| Concorde Asset Management, LLC | 0.05% | No change | 17,180 | $97K |
| Janney Montgomery Scott LLC | 0.00% | New | 15,376 | $90K |
| Cwm, LLC | 0.00% | No change | 15,300 | $89K |
| Element Wealth, LLC | 0.04% | Add +1.2% | 13,581 | $79K |
| Bedel Financial Consulting, Inc. | 0.01% | No change | 11,962 | $68K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -3.8% | 10,962 | $64K |
| Moors & Cabot, Inc. | 0.00% | No change | 10,000 | $58K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -50.0% | 10,000 | $58K |
| MAI Capital Management | 0.00% | Reduce -1.5% | 8,523 | $50K |
| Hexagon Capital Partners LLC | 0.01% | No change | 8,000 | $47K |
| Royal Bank of Canada | 0.00% | No change | 5,475 | $32K |
| Consultiva Wealth Management, Corp. | 0.09% | New | 4,238 | $25K |
| IFP Advisors, Inc | 0.00% | No change | 4,000 | $23K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,917 | $17K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,090 | $6K |
| US Bancorp \de | 0.00% | No change | 4 | $23 |
| NewEdge Advisors, LLC | 0.00% | No change | 1 | $6 |
"% of holder's portfolio" is EVF's weight in each manager's 13F, not the share of Eaton Vance Senior Income TR the manager owns.