Eaton Vance Sr Fltg Rate Tr
$11.820%
+$10.3M
Net Activity
+0.57% total shares
Institutions Holding
99
Popularity Rank
#4625
Avg Weight
0.09%
Total Value
$118.6M
99 institutions currently hold XEFRX, with 47 net buyers and 35 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
35
Net Buying Institutions
47
Top 5 by Value
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Across its top 20 institutional holders, XEFRX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 11/100, avg. turnover score 34/100).
XEFRX ranks #4625 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
99 institutions disclose a position in XEFRX, but none treat it as a major bet — even Gridiron Partners, LLC, its most concentrated holder, allocates just 2.4% of its own portfolio to it.
Ameriprise Financial Inc has added to its XEFRX position for two straight quarters, increasing it by $1.6M to reach $6.3M today.
Pathstone Holdings, LLC has trimmed its XEFRX position for two straight quarters, cutting it by $6.7M while still holding $6.7M.
XEFRX is down 0% today, but institutions show net buying of $10.3M this quarter — a divergence between today's price move and the underlying institutional flow.
+$29.8M
Total Buy Value
$22.5M
Total Sell Value
47
Net Buyers
35
Net Sellers
XEFRX
Q2 2026
Top 5 Institutional Movers
-$7.3M
-$5.9M
+$3.9M
+$3.0M
XEFRX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
27828Q105
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,806
Total reported value
$1.8T
Held by 5806 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,251
Total reported value
$1.3T
Held by 5251 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,144
Total reported value
$670.7B
Held by 5144 institutions — one of the most-tracked stocks on AlphaSMO
Access XEFRX's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/XEFRXCLI
npx alphasmo stocks get XEFRX