Who owns Eaton Vance Floating-Rate ETF?
Institutional ownership of EVLN from SEC Form 13F filings across 37 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.
37
13F holders
$460.2M
value, 2026 filers
33.9%
of shares outstanding (9.5M sh)
6
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 | MORGAN STANLEY | 7.4M | $359.7M | 0.0% | 26.5% | +16.8% |
| 2 | AMERIPRISE FINANCIAL INC | 605,610 | $29.4M | 0.0% | 2.2% | +0.1% |
| 3 | LPL Financial LLC | 404,212 | $19.6M | 0.0% | 1.4% | +0.8% |
| 4 | Spartan Wealth Advisory Services LLC | 211,283 | $10.2M | 0.8% | 0.8% | +1.8% |
| 5 | Corient Private Wealth LP | 147,526 | $7.2M | 0.0% | 0.5% | +0.2% |
| 6 | CENTRAL TRUST Co | 115,872 | $5.6M | 0.1% | 0.4% | +15.2% |
| 7 | Founders Financial Alliance, LLC | 110,537 | $5.4M | 0.7% | 0.4% | -3.2% |
| 8 | Impact Partnership Wealth, LLC | 62,843 | $3.0M | 0.3% | 0.2% | +29.7% |
| 9 | CREATIVE FINANCIAL DESIGNS INC /ADVNEW | 47,233 | $2.3M | 0.1% | 0.2% | new |
| 10 | Western Wealth Management, LLC | 44,646 | $2.2M | 0.1% | 0.2% | +6.1% |
| 11 | Rockefeller Capital Management L.P.NEW | 34,221 | $1.7M | 0.0% | 0.1% | new |
| 12 | WELLS FARGO & COMPANY/MN | 30,130 | $1.5M | 0.0% | 0.1% | +88.6% |
| 13 | FOUNDERS FINANCIAL SECURITIES LLC | 25,950 | $1.3M | 0.1% | 0.1% | -49.5% |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 24,853 | $1.2M | 0.0% | 0.1% | +1.7% |
| 15 | Stratos Wealth Partners, LTD. | 23,981 | $1.2M | 0.0% | 0.1% | +0.4% |
| 16 | Riverview Capital Advisers, LLCNEW | 21,013 | $1.0M | 0.3% | 0.1% | new |
| 17 | OSAIC HOLDINGS, INC. | 20,251 | $982,392 | 0.0% | 0.1% | -8.9% |
| 18 | Focus Partners Wealth | 18,074 | $881,391 | 0.0% | 0.1% | +7.3% |
| 19 | CITADEL ADVISORS LLC | 17,422 | $845,056 | 0.0% | 0.1% | +3.7% |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 16,728 | $814,061 | 0.0% | 0.1% | -6.8% |
| 21 | Kestra Advisory Services, LLC | 14,982 | $726,709 | 0.0% | 0.1% | +6.7% |
| 22 | BENJAMIN EDWARDS INC | 11,874 | $575,930 | 0.0% | 0% | +22.2% |
| 23 | ROYAL BANK OF CANADA | 11,393 | $553,000 | 0.0% | 0% | -53.8% |
| 24 | Gladstone Institutional Advisory LLC | 11,041 | $535,533 | 0.0% | 0% | -1.3% |
| 25 | RAYMOND JAMES FINANCIAL INC | 7,845 | $380,523 | 0.0% | 0% | -20.8% |
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.