Eaton Vance Floating-Rate ETF(EVLN)

$48.80—Stale · unknown old

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Eaton Vance Floating-Rate ETF(EVLN)

NYSE • Last print unknown ago

$48.80—Stale · unknown old

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EVLN(EVLN)

EVLN

Institutional Ownership

Top 63 Institutional Holders

Holder	Shares	Date	Change	% Held
TEXAS PERMANENT SCHOOL FUND CORP	15.01M	Jun 30, 26	--	53.65%
MORGAN STANLEY	7.42M	Jun 30, 26	+1.07M	26.51%
AMERIPRISE FINANCIAL INC	605.61K	Jun 30, 26	+866	2.16%
LPL Financial LLC	404.21K	Jun 30, 26	+3.09K	1.44%
Spartan Wealth Advisory Services LLC	211.28K	Jun 30, 26	+3.69K	0.76%
Eldridge Investment Advisors, Inc.	174.00K	Jun 30, 26	-5.58K	0.62%
CI Private Wealth, LLC	147.53K	Jun 30, 26	+352	0.53%
CENTRAL TRUST Co	115.87K	Jun 30, 26	+15.29K	0.41%
Founders Financial Alliance, LLC	110.54K	Jun 30, 26	-3.70K	0.40%
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP	103.57K	Jun 30, 26	-15.30K	0.37%
Perennial Advisors, LLC	98.24K	Jun 30, 26	+98.24K	0.35%
MCCARTER PRIVATE WEALTH SERVICES LLC	95.73K	Jun 30, 26	+95.73K	0.34%
Impact Partnership Wealth, LLC	62.84K	Jun 30, 26	+14.39K	0.22%
CREATIVE FINANCIAL DESIGNS INC /ADV	47.23K	Jun 30, 26	+47.23K	0.17%
Western Wealth Management, LLC	44.65K	Jun 30, 26	+2.57K	0.16%
Visionary Wealth Advisors	35.13K	Jun 30, 26	+740	0.13%
Rockefeller Capital Management L.P.	34.22K	Jun 30, 26	+34.22K	0.12%
QTR Family Wealth, LLC	32.01K	Jun 30, 26	-6.68K	0.11%
WELLS FARGO & COMPANY/MN	30.13K	Jun 30, 26	+14.15K	0.11%
FOUNDERS FINANCIAL SECURITIES LLC	25.95K	Jun 30, 26	+281	0.09%
COMMONWEALTH EQUITY SERVICES, LLC	24.85K	Jun 30, 26	+411	0.09%
Stratos Wealth Partners, LTD.	23.98K	Jun 30, 26	+100	0.09%
Riverview Capital Advisers, LLC	21.01K	Jun 30, 26	+21.01K	0.08%
ADVISOR GROUP HOLDINGS, INC.	20.25K	Jun 30, 26	-1.98K	0.07%
Colony Group, LLC	18.07K	Jun 30, 26	+1.23K	0.06%
CITADEL ADVISORS LLC	17.42K	Jun 30, 26	+614	0.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	16.73K	Jun 30, 26	-1.23K	0.06%
WEALTHSPAN PARTNERS, LLC	15.16K	Jun 30, 26	+207	0.05%
Kestra Advisory Services, LLC	14.98K	Jun 30, 26	+943	0.05%
Dynamic Financial Group	13.52K	Jun 30, 26	+368	0.05%
BENJAMIN EDWARDS INC	11.87K	Jun 30, 26	+2.15K	0.04%
ROYAL BANK OF CANADA	11.39K	Jun 30, 26	-13.27K	0.04%
Gladstone Institutional Advisory LLC	11.04K	Jun 30, 26	-144	0.04%
Blue Water Asset Management	9.86K	Jun 30, 26	+162	0.04%
Next Level Private LLC	9.12K	Jun 30, 26	+150	0.03%
RAYMOND JAMES FINANCIAL INC	7.84K	Jun 30, 26	-2.06K	0.03%
Equitable Holdings, Inc.	6.97K	Jun 30, 26	+6.97K	0.02%
Bill Few Associates, Inc.	6.73K	Jun 30, 26	-106	0.02%
FIDUCIARY TRUST CO	6.65K	Jun 30, 26	--	0.02%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	5.24K	Jun 30, 26	-107	0.02%
Fortitude Advisory Group L.L.C.	4.89K	Jun 30, 26	-425	0.02%
Mariner, LLC	4.48K	Jun 30, 26	+4.48K	0.02%
WNY Asset Management, LLC	4.38K	Jun 30, 26	+72	0.02%
Creative Planning	4.26K	Jun 30, 26	+70	0.02%
FIFTH THIRD BANCORP	2.80K	Jun 30, 26	+13	0.01%
BROWN BROTHERS HARRIMAN & CO	791	Jun 30, 26	--	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	735	Jun 30, 26	+490	0.00%
Steward Partners Investment Advisory, LLC	285	Jun 30, 26	+25	0.00%
Continuum Advisory, LLC	224	Jun 30, 26	+224	0.00%
IFP Advisors, Inc	100	Jun 30, 26	--	0.00%
UBS Group AG	5	Jun 30, 26	+5	0.00%
LeClair Wealth Partners LLC	--	Jun 30, 26	-9.70K	--
Allworth Financial LP	--	Jun 30, 26	-550.34K	--
GOLDMAN SACHS GROUP INC	--	Jun 30, 26	-102.54K	--
AE Wealth Management LLC	--	Jun 30, 26	-7.72K	--
Tower Research Capital LLC (TRC)	--	Jun 30, 26	-4.48K	--
CWM, LLC	34	Mar 31, 26	+34	0.00%
COMERICA BANK	2.75K	Dec 31, 25	+140	0.01%
Shorepoint Capital Partners LLC	403.28K	Sep 30, 25	+403.28K	1.44%
Abich Financial Wealth Management LLC	297	Sep 30, 25	+297	0.00%
Atria Wealth Solutions, Inc.	5.86K	Jun 30, 25	-15.96K	0.02%
Monterey Private Wealth, Inc.	9.03K	Mar 31, 25	+9.03K	0.03%
Bison Wealth, LLC	6.30K	Dec 31, 24	+6.30K	0.02%

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Holder

Date

Change

% Held

TEXAS PERMANENT SCHOOL FUND CORP

15.01M

Jun 30, 26

53.65%

MORGAN STANLEY

7.42M

Jun 30, 26

+1.07M

26.51%

AMERIPRISE FINANCIAL INC

605.61K

Jun 30, 26

+866

2.16%

LPL Financial LLC

404.21K

Jun 30, 26

+3.09K

1.44%

Spartan Wealth Advisory Services LLC

211.28K

Jun 30, 26

+3.69K

0.76%

Eldridge Investment Advisors, Inc.

174.00K

Jun 30, 26

-5.58K

0.62%

CI Private Wealth, LLC

147.53K

Jun 30, 26

+352

0.53%

CENTRAL TRUST Co

115.87K

Jun 30, 26

+15.29K

0.41%

Founders Financial Alliance, LLC

110.54K

Jun 30, 26

-3.70K

0.40%

OBERMEYER WOOD INVESTMENT COUNSEL, LLLP

103.57K

Jun 30, 26

-15.30K

0.37%

Perennial Advisors, LLC

98.24K

Jun 30, 26

+98.24K

0.35%

MCCARTER PRIVATE WEALTH SERVICES LLC

95.73K

Jun 30, 26

+95.73K

0.34%

Impact Partnership Wealth, LLC

62.84K

Jun 30, 26

+14.39K

0.22%

CREATIVE FINANCIAL DESIGNS INC /ADV

47.23K

Jun 30, 26

+47.23K

0.17%

Western Wealth Management, LLC

44.65K

Jun 30, 26

+2.57K

0.16%

Visionary Wealth Advisors

35.13K

Jun 30, 26

+740

0.13%

Rockefeller Capital Management L.P.

34.22K

Jun 30, 26

+34.22K

0.12%

QTR Family Wealth, LLC

32.01K

Jun 30, 26

-6.68K

0.11%

WELLS FARGO & COMPANY/MN

30.13K

Jun 30, 26

+14.15K

0.11%

FOUNDERS FINANCIAL SECURITIES LLC

25.95K

Jun 30, 26

+281

0.09%

COMMONWEALTH EQUITY SERVICES, LLC

24.85K

Jun 30, 26

+411

0.09%

Stratos Wealth Partners, LTD.

23.98K

Jun 30, 26

+100

0.09%

Riverview Capital Advisers, LLC

21.01K

Jun 30, 26

+21.01K

0.08%

ADVISOR GROUP HOLDINGS, INC.

20.25K

Jun 30, 26

-1.98K

0.07%

Colony Group, LLC

18.07K

Jun 30, 26

+1.23K

0.06%

CITADEL ADVISORS LLC

17.42K

Jun 30, 26

+614

0.06%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

16.73K

Jun 30, 26

-1.23K

0.06%

WEALTHSPAN PARTNERS, LLC

15.16K

Jun 30, 26

+207

0.05%

Kestra Advisory Services, LLC

14.98K

Jun 30, 26

+943

0.05%

Dynamic Financial Group

13.52K

Jun 30, 26

+368

0.05%

BENJAMIN EDWARDS INC

11.87K

Jun 30, 26

+2.15K

0.04%

ROYAL BANK OF CANADA

11.39K

Jun 30, 26

-13.27K

0.04%

Gladstone Institutional Advisory LLC

11.04K

Jun 30, 26

-144

0.04%

Blue Water Asset Management

9.86K

Jun 30, 26

+162

0.04%

Next Level Private LLC

9.12K

Jun 30, 26

+150

0.03%

RAYMOND JAMES FINANCIAL INC

7.84K

Jun 30, 26

-2.06K

0.03%

Equitable Holdings, Inc.

6.97K

Jun 30, 26

+6.97K

0.02%

Bill Few Associates, Inc.

6.73K

Jun 30, 26

-106

0.02%

FIDUCIARY TRUST CO

6.65K

Jun 30, 26

0.02%

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors

5.24K

Jun 30, 26

-107

0.02%

Fortitude Advisory Group L.L.C.

4.89K

Jun 30, 26

-425

0.02%

Mariner, LLC

4.48K

Jun 30, 26

+4.48K

0.02%

WNY Asset Management, LLC

4.38K

Jun 30, 26

+72

0.02%

Creative Planning

4.26K

Jun 30, 26

+70

0.02%

FIFTH THIRD BANCORP

2.80K

Jun 30, 26

+13

0.01%

BROWN BROTHERS HARRIMAN & CO

791

Jun 30, 26

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

735

Jun 30, 26

+490

0.00%

Steward Partners Investment Advisory, LLC

285

Jun 30, 26

+25

0.00%

Continuum Advisory, LLC

224

Jun 30, 26

+224

0.00%

IFP Advisors, Inc

100

Jun 30, 26

0.00%

UBS Group AG

Jun 30, 26

0.00%

LeClair Wealth Partners LLC

Jun 30, 26

-9.70K

Allworth Financial LP

Jun 30, 26

-550.34K

GOLDMAN SACHS GROUP INC

Jun 30, 26

-102.54K

AE Wealth Management LLC

Jun 30, 26

-7.72K

Tower Research Capital LLC (TRC)

Jun 30, 26

-4.48K

CWM, LLC

Mar 31, 26

+34

0.00%

COMERICA BANK

2.75K

Dec 31, 25

+140

0.01%

Shorepoint Capital Partners LLC

403.28K

Sep 30, 25

+403.28K

1.44%

Abich Financial Wealth Management LLC

297

Sep 30, 25

+297

0.00%

Atria Wealth Solutions, Inc.

5.86K

Jun 30, 25

-15.96K

0.02%

Monterey Private Wealth, Inc.

9.03K

Mar 31, 25

+9.03K

0.03%

Bison Wealth, LLC

6.30K

Dec 31, 24

+6.30K

0.02%