ETF Holders

Who owns EVLN?

Bond

Eaton Vance Floating-Rate ETF · Eaton Vance

51 institutions reported holding EVLN, worth $1.2B, in Form 13F filings for June 30, 2026.

13F holders
51
Institutional value
$1.2B
Change from prior quarter
+3.6%
+$42.4M, with price moves
New and sold-out firms
9 / 5
26 added, 12 trimmed

Top 10 institutional holders of EVLN

FirmLocationValueSharesChange
Texas Permanent School Fund Corp.Austin, TX$728.0M15,008,187No change
Morgan StanleyNew York, NY$359.7M7,416,476+1,065,927 shares
Ameriprise Financial Inc.Minneapolis, MN$29.4M605,610+866 shares
LPL Financial LLCFort Mill, SC$19.6M404,212+3,086 shares
Spartan Wealth Advisory Services LLCBingham Farms, MI$10.2M211,283+3,695 shares
Eldridge Investment Advisors, Inc.Manchester, NH$8.4M173,999−5,582 shares
Corient Private Wealth LPMiami, FL$7.2M147,526+352 shares
CENTRAL TRUST CoJefferson City, MO$5.6M115,872+15,294 shares
Founders Financial Alliance, LLCRaleigh, NC$5.4M110,537−3,700 shares
Obermeyer Wealth PartnersAspen, CO$5.0M103,567−15,300 shares
41 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns EVLN?

51 institutional managers reported holding EVLN in Form 13F filings for June 30, 2026, worth $1.2B in total. The largest reported position was held by Texas Permanent School Fund Corp., at $728.0M.

Did institutions buy or sell EVLN last quarter?

Reported 13F value rose 3.6% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 5 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is EVLN ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.