DOSSIER · 13F Holders · Q1 2026
EVF

EATON VANCE SR INCOME TR

60 institutions still hold EATON VANCE SR INCOME TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 27826S103·60 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$25M
visible holders
Holders
60
filers reporting
Concentration
18.64%
1607 Capital Partners, LLC #1
top holder share
AI Holders Summary · Q1 2026

60 institutions reported EVF in Q1 2026. 1607 Capital Partners, LLC leads at 18.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
1607 Capital Partners, LLC
CIK 0001436866
$5M917K0.33%Q1 2026
02
SIT INVESTMENT ASSOCIATES INC
CIK 0000769317
$4M797K0.08%Q1 2026
03
WOLVERINE ASSET MANAGEMENT LLC
CIK 0001279891
$2M463K0.02%Q2 2026
04
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$2M374K0.01%Q2 2026
05
Matisse Capital
CIK 0001668256
$2M370K0.74%Q2 2026
06
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M367K0.00%Q1 2026
07
ICON ADVISERS INC/CO
CIK 0001058470
$2M328K0.31%Q2 2026
08
Invesco Ltd.
CIK 0000914208
$1M224K0.00%Q2 2026
09
Logan Stone Capital, LLC
CIK 0001535521
$614K117K0.15%Q4 2025
10
UBS Group AG
CIK 0001610520
$614K123K0.00%Q2 2026
11
LOOMIS SAYLES & CO L P
CIK 0000312348
$611K123K0.00%Q2 2026
12
Atlas Wealth LLC
CIK 0001964106
$607K122K0.09%Q2 2026
13
MORGAN STANLEY
CIK 0000895421
$525K105K0.00%Q2 2026
14
MELFA WEALTH MANAGEMENT, INC.
CIK 0001962465
$500K100K0.27%Q2 2026
15
Virtus Investment Advisers, LLC
CIK 0000019481
$390K78K0.09%Q2 2026
16
Almitas Capital LLC
CIK 0001596468
$372K75K0.09%Q2 2026
17
Ethos Financial Group, LLC
CIK 0001954242
$372K75K0.02%Q2 2026
18
Shaker Financial Services, LLC
CIK 0001511794
$285K57K0.09%Q2 2026
19
LPL Financial LLC
CIK 0001403438
$275K55K0.00%Q2 2026
20
WELLS FARGO & COMPANY/MN
CIK 0000072971
$244K49K0.00%Q2 2026
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Insiders at EATON VANCE SR INCOME TR
Royal Bank Of CanadaUbs Group AgQuinton KeithMorgan StanleyUbs Ag