Eaton Vance Senior Income TREVF

13F holders, Q2 2025 (June 30)
45holders +2
6new positions
5sold out
$5.69avg. 13F price*

At the end of Q2 2025, 45 institutions reported holding Eaton Vance Senior Income TR (EVF) in their 13F filings, up 2 from Q1 2025. 6 opened new positions and 5 sold out. The largest holders were Cambridge Investment Research Advisors, Inc. ($2.0M), Invesco Ltd. ($1.5M) and Guggenheim Capital LLC ($1.4M).

Company
Eaton Vance Senior Income TR
CUSIP
27826S103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 43Q1 2024Q2 2024: 42Q2 2024Q3 2024: 41Q3 2024Q4 2024: 36Q4 2024Q1 2025: 43Q1 2025Q2 2025: 45Q2 2025Q3 2025: 51Q3 2025Q4 2025: 53Q4 2025Q1 2026: 54Q1 2026Q2 2026: 56Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions6$942K
Exits5$388K

All 13F filers, Q1 2025 → Q2 2025: 369,259 shares bought and 238,585 shares sold, net +130,674 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 45 holders

Cambridge Investment Research Advisors, Inc. 0.01% Add +4.4% 357,175 $2.0M
Invesco Ltd. 0.00% Add +12.2% 261,033 $1.5M
Guggenheim Capital LLC 0.01% Reduce -14.7% 245,782 $1.4M
Ameriprise Financial Inc. 0.00% Add +9.2% 193,039 $1.1M
Wolverine Asset Management LLC 0.07% Add +163.8% 170,149 $968K
Virtus Investment Advisers, LLC 0.27% Reduce -15.0% 142,825 $813K
UBS Group AG 0.00% Reduce -11.3% 134,900 $768K
Morgan Stanley 0.00% Reduce -2.4% 127,895 $728K
Ethos Financial Group, LLC 0.06% Add +19.6% 116,597 $663K
Wells Fargo & Company 0.00% Add +8.6% 78,390 $446K
Shaker Financial Services, LLC 0.13% New 63,225 $360K
Calamos Advisors LLC 0.00% New 56,864 $324K
LPL Financial LLC 0.00% Reduce -27.2% 41,571 $237K
Bank of America Corp. 0.00% Reduce -1.4% 36,619 $208K
Osaic Holdings, Inc. 0.00% Add +1.9% 32,809 $187K
Horizon Kinetics Asset Management LLC 0.00% No change 32,130 $183K
Raymond James Financial Inc. 0.00% Add +1.0% 31,761 $181K
Stifel Financial Corp. 0.00% Reduce -29.8% 29,415 $167K
Melfa Wealth Management, Inc. 0.10% Add +45.5% 28,797 $164K
Cetera Investment Advisers 0.00% Add +12.0% 28,031 $159K
Tactive Advisors, LLC 0.05% — 27,674 $157K
Landscape Capital Management, L.L.C. 0.01% No change 23,309 $133K
Buska Wealth Management, LLC 0.03% Reduce -0.9% 18,850 $107K
AlTi Global, Inc. 0.00% No change 18,549 $106K
NWF Advisory Services Inc. 0.01% No change 17,600 $100K
Advisory Services Network, LLC 0.00% Reduce -63.0% 17,362 $98K
Kestra Advisory Services, LLC 0.00% New 16,671 $95K
Susquehanna International Group, LLP 0.00% Reduce -50.6% 16,438 $94K
Cwm, LLC 0.00% No change 15,300 $87K
Logan Stone Capital, LLC 0.04% New 15,042 $86K
Element Wealth, LLC 0.04% Add +1.2% 13,750 $78K
Bedel Financial Consulting, Inc. 0.01% No change 11,962 $68K
Janney Montgomery Scott LLC 0.00% Reduce -24.1% 11,676 $66K
Avantax Advisory Services, Inc. 0.00% Reduce -2.9% 10,646 $61K
Moors & Cabot, Inc. 0.00% No change 10,000 $57K
PNC Financial Services Group, Inc. 0.00% No change 10,000 $57K
Ameritas Advisory Services, LLC 0.00% New 9,309 $53K
MAI Capital Management 0.00% Reduce -7.3% 7,897 $45K
WFA of San Diego, LLC 0.02% — 5,860 $33K
Elevation Point Wealth Partners, LLC 0.00% New 4,483 $26K
Consultiva Wealth Management, Corp. 0.07% No change 4,238 $24K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.6% 2,934 $17K
Royal Bank of Canada 0.00% Reduce -77.1% 1,253 $7K
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.