Who owns EVSD?
Eaton Vance Short Duration Income ETF · Eaton Vance
86 institutions reported holding EVSD, worth $962.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of EVSD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $451.6M | 8,881,070 | +949,344 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $85.6M | 1,684,715 | +232,536 shares |
| LPL Financial LLC | Fort Mill, SC | $74.2M | 1,458,364 | +447,716 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $29.3M | 575,254 | +93,348 shares |
| Per Stirling Capital Management, LLC. | Austin, TX | $27.6M | 542,407 | +203,373 shares |
| Rockefeller Capital Management L.P. | New York, NY | $27.4M | 538,671 | +201,042 shares |
| D.A. Davidson & Co. | Great Falls, MT | $20.2M | 397,741 | +35,594 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $19.8M | 389,668 | +30,366 shares |
| Blue Water Asset Management | Grand Rapids, MI | $17.7M | 348,359 | +19,193 shares |
| Tilson Financial Group, Inc. | New Providence, NJ | $17.2M | 338,935 | +7,695 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns EVSD?
86 institutional managers reported holding EVSD in Form 13F filings for June 30, 2026, worth $962.8M in total. The largest reported position was held by Morgan Stanley, at $451.6M.
Did institutions buy or sell EVSD last quarter?
Reported 13F value rose 11.7% from March 31, 2026, which includes price moves as well as buying and selling. 19 firms reported a new position and 9 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is EVSD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.