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Eaton Vance Floating-Rate ETF
EVLN

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Texas Permanent School Fund
1
Texas Permanent School Fund
Texas
USD 728 M – – –
Morgan Stanley
2
Morgan Stanley
New York
USD 360 M +USD 52 M +1,065,927 +17%
Ameriprise
3
Ameriprise
Minnesota
USD 29.4 M +USD 42.2 k +866 +0.1%
LPL Financial
4
LPL Financial
California
USD 19.6 M +USD 150 k +3,086 +0.8%
Spartan Wealth Advisory Services LLC
5
Spartan Wealth Advisory Services LLC
Michigan
USD 10.2 M +USD 180 k +3,695 +2%
EIA
6
Eldridge Investment Advisors
New Hampshire
USD 8.44 M -USD 272 k -5,582 -3%
Corient Private Wealth
7
Corient Private Wealth
Florida
USD 7.16 M +USD 17.2 k +352 +0.2%
Central Trust Company
8
Central Trust Company
Missouri
USD 5.62 M +USD 746 k +15,294 +15%
Founders Financial Alliance
9
Founders Financial Alliance
North Carolina
USD 5.36 M -USD 180 k -3,700 -3%
Obermeyer Wealth Partners
10
Obermeyer Wealth Partners
Colorado
USD 5.02 M -USD 746 k -15,300 -13%
Perennial Advisors
11
Perennial Advisors
New York
USD 4.77 M +USD 4.79 M +98,238 Nuevas
MPWS
12
McCarter Private Wealth Services
Massachusetts
USD 4.64 M +USD 4.67 M +95,726 Nuevas
Impact Partnership Wealth
13
Impact Partnership Wealth
Georgia
USD 3.05 M +USD 702 k +14,392 +30%
Creative Financial Designs
14
Creative Financial Designs
Indiana
USD 2.29 M +USD 2.3 M +47,233 Nuevas
Western Wealth Management
15
Western Wealth Management
Colorado
USD 2.17 M +USD 125 k +2,571 +6%
Visionary Wealth Advisors
16
Visionary Wealth Advisors
Illinois
USD 1.7 M +USD 36.1 k +740 +2%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
USD 1.66 M +USD 1.67 M +34,221 Nuevas
QFW
18
QTR Family Wealth
Florida
USD 1.55 M -USD 326 k -6,679 -17%
Wells Fargo
19
Wells Fargo
California
USD 1.46 M +USD 690 k +14,152 +89%
Founders Financial Securities
20
Founders Financial Securities
Maryland
USD 1.26 M +USD 13.7 k +281 +1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
USD 1.21 M +USD 20 k +411 +2%
Stratos Wealth Partners
22
Stratos Wealth Partners
Ohio
USD 1.16 M +USD 4.88 k +100 +0.4%
RCA
23
Riverview Capital Advisers
Massachusetts
USD 1.02 M +USD 1.02 M +21,013 Nuevas
Osaic Holdings
24
Osaic Holdings
Arizona
USD 982 k -USD 96.6 k -1,982 -9%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
USD 881 k +USD 59.8 k +1,226 +7%
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