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Eaton Vance Floating-Rate ETF
EVLN

Name Holding Trade Value Shares
Change 		Change in
Stake
TPSF
1
Texas Permanent School Fund
Texas
$950M – – –
Morgan Stanley
2
Morgan Stanley
New York
$252M -$24.9M -502,569 -9%
EIA
3
Eldridge Investment Advisors
New Hampshire
$10.2M +$5.52M +111,370 +120%
LPL Financial
4
LPL Financial
California
$9.78M +$4.23M +85,369 +77%
Corient Private Wealth
5
Corient Private Wealth
Florida
$7.18M -$1.34M -27,032 -16%
Jane Street
6
Jane Street
New York
$6.21M +$200K +4,036 +3%
FFA
7
Founders Financial Alliance
North Carolina
$5.87M +$5.84M +117,786 New
Kovitz Investment Group Partners
8
Kovitz Investment Group Partners
Illinois
$4.07M -$1.56M -31,520 -28%
CTC
9
Central Trust Company
Missouri
$3.44M +$379K +7,657 +12%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.19M +$628K +12,674 +41%
GWP
11
Gateway Wealth Partners
Wisconsin
$2.08M -$110K -2,212 -5%
Goldman Sachs
12
Goldman Sachs
New York
$2.08M +$2.06M +41,677 New
FPW
13
Flagship Private Wealth
Massachusetts
$1.43M +$1.42M +28,655 New
VWA
14
Visionary Wealth Advisors
Illinois
$1.34M +$266K +5,379 +25%
NLP
15
Next Level Private
New York
$1.18M -$50.5K -1,020 -4%
Osaic Holdings
16
Osaic Holdings
Arizona
$979K +$964K +19,456 +11,182%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$922K -$581K -11,736 -39%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$838K +$316K +6,380 +61%
First Trust Advisors
19
First Trust Advisors
Illinois
$778K +$773K +15,600 New
SWP
20
Stratos Wealth Partners
Ohio
$763K -$134K -2,700 -15%
DFG
21
Dynamic Financial Group
Iowa
$680K +$676K +13,635 New
Citadel Advisors
22
Citadel Advisors
Florida
$655K +$651K +13,145 New
IPW
23
Impact Partnership Wealth
Georgia
$640K +$636K +12,835 New
GIA
24
Gladstone Institutional Advisory
Florida
$571K -$12.6K -254 -2%
FWA
25
FSC Wealth Advisors
New York
$484K -$14.4K -291 -3%
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