Who owns EVSM?
Eaton Vance Short Duration Municipal Income ETF · Eaton Vance
105 institutions reported holding EVSM, worth $450.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of EVSM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $178.6M | 3,549,162 | +30,665 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $45.2M | 898,046 | +62,242 shares |
| LPL Financial LLC | Fort Mill, SC | $37.0M | 735,098 | +192,097 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $15.7M | 313,014 | +25,711 shares |
| Garrett Wealth Advisory Group, LLC | Weatherford, TX | $14.1M | 279,990 | +23,310 shares |
| &Partners | Nashville, TN | $13.5M | 267,880 | +24,013 shares |
| Farther Finance Advisors, LLC | San Francisco, CA | $10.5M | 208,495 | +49,159 shares |
| Sunflower Bank, N.A. | Dallas, TX | $9.9M | 196,868 | −2,652 shares |
| Tilson Financial Group, Inc. | New Providence, NJ | $9.1M | 180,493 | +1,180 shares |
| Diversified Portfolios, Inc. | Bloomfield Hills, MI | $7.6M | 150,334 | +69,093 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 EVSM?
105 institutional managers reported holding EVSM in Form 13F filings for June 30, 2026, worth $450.6M in total. The largest reported position was held by Morgan Stanley, at $178.6M.
Did institutions buy or sell EVSM last quarter?
Reported 13F value rose 10.1% from March 31, 2026, which includes price moves as well as buying and selling. 27 firms reported a new position and 12 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 EVSM 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.