Who Owns EATON VANCE (EFR)? -- Institutional Holders (2026-06-30)

107 institutions reported holding $124.9M of EATON VANCE (EFR) in SEC 13F filings for 2026-06-30. Largest institutional holders: 1607 Capital Partners, LLC ($9.4M), Pathstone Holdings, LLC ($6.7M), AMERIPRISE FINANCIAL INC ($6.3M), Invesco Ltd. ($6.0M), Advisors Asset Management, Inc. ($6.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
11607 Capital Partners, LLC$9.4M889,618Trimmed
2Pathstone Holdings, LLC$6.7M631,630Trimmed
3AMERIPRISE FINANCIAL INC$6.3M593,268Added
4Invesco Ltd.$6.0M569,237Added
5Advisors Asset Management, Inc.$6.0M567,622Added
6Saba Capital Management, L.P.$5.8M544,453Added
7LOOMIS SAYLES & CO L P$5.1M479,834Added
8BANK OF AMERICA CORP /DE/$5.0M468,927Trimmed
9MORGAN STANLEY$5.0M468,678Trimmed
10WELLS FARGO & COMPANY/MN$4.7M445,785Added
11GUGGENHEIM CAPITAL LLC$4.7M439,149Added
12Gridiron Partners, LLC$4.6M433,896Added
13Logan Stone Capital, LLC$4.1M389,253Trimmed
14COHEN & STEERS, INC.$3.7M352,902Hold
15Marble Harbor Investment Counsel, LLC$3.5M326,275New
16Baird Financial Group, Inc.$3.3M309,856Added
17WOLVERINE ASSET MANAGEMENT LLC$3.1M290,847Added
18SIT INVESTMENT ASSOCIATES INC$2.5M239,791Trimmed
19Balyasny Asset Management L.P.$2.3M220,390Trimmed
20NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.1M202,768Added
21Ethos Financial Group, LLC$2.0M193,316Trimmed
22WHITE PINE CAPITAL LLC$2.0M191,126Trimmed
23LPL Financial LLC$1.9M175,008Added
24ICON ADVISERS INC/CO$1.7M164,734Added
25OSAIC HOLDINGS, INC.$1.6M151,159Added

Source: SEC Form 13F filings · as of 2026-06-30