Who owns Eaton Vance Floating-Rate ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of EVLN from SEC Form 13F filings across 51 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 51 institutions disclosed 25.1M shares of Eaton Vance Floating-Rate ETF worth $1.22B — about 89.7% of shares outstanding; the largest disclosed holder is TEXAS PERMANENT SCHOOL FUND CORP. Source: SEC Form 13F filings, parsed by EvidInvest.
51
13F holders
$1.22B
value, 2026 filers
89.7%
of shares outstanding (25.1M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of EVLN's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | TEXAS PERMANENT SCHOOL FUND CORP | 15.0M | $728.0M | 32.3% | 53.6% | 0.0% |
| 2 | MORGAN STANLEY | 7.4M | $359.7M | 0.0% | 26.5% | +16.8% |
| 3 | AMERIPRISE FINANCIAL INC | 605,610 | $29.4M | 0.0% | 2.2% | +0.1% |
| 4 | LPL Financial LLC | 404,212 | $19.6M | 0.0% | 1.4% | +0.8% |
| 5 | Spartan Wealth Advisory Services LLC | 211,283 | $10.2M | 0.8% | 0.8% | +1.8% |
| 6 | Eldridge Investment Advisors, Inc. | 173,999 | $8.4M | 1.7% | 0.6% | -3.1% |
| 7 | Corient Private Wealth LP | 147,526 | $7.2M | 0.0% | 0.5% | +0.2% |
| 8 | CENTRAL TRUST Co | 115,872 | $5.6M | 0.1% | 0.4% | +15.2% |
| 9 | Founders Financial Alliance, LLC | 110,537 | $5.4M | 0.7% | 0.4% | -3.2% |
| 10 | Obermeyer Wealth Partners | 103,567 | $5.0M | 0.2% | 0.4% | -12.9% |
| 11 | Perennial Advisors, LLCNEW | 98,238 | $4.8M | 0.7% | 0.4% | new |
| 12 | MCCARTER PRIVATE WEALTH SERVICES LLCNEW | 95,726 | $4.6M | 1.6% | 0.3% | new |
| 13 | Impact Partnership Wealth, LLC | 62,843 | $3.0M | 0.3% | 0.2% | +29.7% |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADVNEW | 47,233 | $2.3M | 0.1% | 0.2% | new |
| 15 | Western Wealth Management, LLC | 44,646 | $2.2M | 0.1% | 0.2% | +6.1% |
| 16 | Visionary Wealth Advisors | 35,134 | $1.7M | 0.1% | 0.1% | +2.2% |
| 17 | Rockefeller Capital Management L.P.NEW | 34,221 | $1.7M | 0.0% | 0.1% | new |
| 18 | QTR Family Wealth, LLC | 32,014 | $1.6M | 0.5% | 0.1% | -17.3% |
| 19 | WELLS FARGO & COMPANY/MN | 30,130 | $1.5M | 0.0% | 0.1% | +88.6% |
| 20 | FOUNDERS FINANCIAL SECURITIES LLC | 25,950 | $1.3M | 0.1% | 0.1% | +1.1% |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 24,853 | $1.2M | 0.0% | 0.1% | +1.7% |
| 22 | Stratos Wealth Partners, LTD. | 23,981 | $1.2M | 0.0% | 0.1% | +0.4% |
| 23 | Riverview Capital Advisers, LLCNEW | 21,013 | $1.0M | 0.3% | 0.1% | new |
| 24 | OSAIC HOLDINGS, INC. | 20,251 | $982,392 | 0.0% | 0.1% | -8.9% |
| 25 | Focus Partners Wealth | 18,074 | $881,391 | 0.0% | 0.1% | +7.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.