Eaton Vance SHRT DurEVSDETF
13F holders, Q2 2026 (June 30)86holders +8
16new positions
10sold out
$50.85avg. 13F price*
At the end of Q2 2026, 86 institutions reported holding Eaton Vance SHRT Dur Inc. (EVSD) in their 13F filings, up 8 from Q1 2026. 16 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($451.6M), Ameriprise Financial Inc. ($85.6M) and LPL Financial LLC ($74.2M).
- Company
- Eaton Vance SHRT Dur Inc.
- Filed as
- MORGAN STANLEY ETF TRUST (Q2 2026)
- CUSIP
- 61774R825
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $11.2M |
| Exits | 10 | $27.5M |
All 13F filers, Q1 2026 → Q2 2026: 2,811,981 shares bought and 882,860 shares sold, net +1,929,121 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| Morgan Stanley | 0.02% | Add +12.0% | 8,881,070 | $451.6M |
| Ameriprise Financial Inc. | 0.02% | Add +16.0% | 1,684,715 | $85.6M |
| LPL Financial LLC | 0.02% | Add +44.3% | 1,458,364 | $74.2M |
| Raymond James Financial Inc. | 0.01% | Add +19.4% | 575,254 | $29.3M |
| Per Stirling Capital Management, LLC. | 2.63% | Add +60.0% | 542,407 | $27.6M |
| Rockefeller Capital Management L.P. | 0.04% | Add +59.5% | 538,671 | $27.4M |
| D.A. Davidson & Co. | 0.11% | Add +9.8% | 397,741 | $20.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.4% | 389,668 | $19.8M |
| Blue Water Asset Management | 5.72% | Add +5.8% | 348,359 | $17.7M |
| Tilson Financial Group, Inc. | 4.74% | Add +2.3% | 338,935 | $17.2M |
| Prism Advisors, Inc. | 3.85% | Add +4.3% | 311,981 | $15.9M |
| Platform Technology Partners | 2.41% | Add +11.4% | 289,968 | $14.7M |
| HighTower Advisors, LLC | 0.01% | Add +31.4% | 244,937 | $12.5M |
| Nemes Rush Group LLC | 0.95% | Add +3.4% | 226,338 | $11.5M |
| IHT Wealth Management, LLC | 0.17% | Reduce -1.3% | 157,002 | $8.0M |
| Clear Trail Advisors, LLC | 1.15% | Add +10.5% | 147,544 | $7.5M |
| Mgo One Seven LLC | 0.12% | Reduce -5.5% | 139,413 | $7.1M |
| Private Advisor Group, LLC | 0.03% | Add +12.0% | 137,764 | $7.0M |
| Royal Bank of Canada | 0.00% | Add +4.8% | 136,217 | $6.9M |
| Wealthspan Partners, LLC | 2.10% | Add +1.0% | 130,753 | $6.6M |
| Prevail Innovative Wealth Advisors, LLC | 0.92% | Add +178.8% | 121,407 | $6.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -9.6% | 114,821 | $5.8M |
| Waverly Advisors, LLC | 0.03% | Reduce -3.1% | 103,919 | $5.3M |
| Merit Financial Group, LLC | 0.03% | Add +3.9% | 85,729 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Add +46.1% | 85,318 | $4.3M |
| Gateway Wealth Partners, LLC | 0.25% | Reduce -36.3% | 82,608 | $4.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -61.9% | 77,410 | $3.9M |
| Systelligence, LLC | 0.64% | Reduce -23.5% | 75,417 | $3.8M |
| Dakota Wealth Management | 0.07% | New | 74,239 | $3.8M |
| Bank of America Corp. | 0.00% | New | 71,189 | $3.6M |
| PCM Encore, LLC | 0.62% | Add +36.7% | 69,240 | $3.5M |
| Cetera Investment Advisers | 0.00% | Add +160.2% | 68,425 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +9.5% | 68,373 | $3.5M |
| Assetmark, Inc. | 0.01% | Reduce -0.3% | 65,723 | $3.3M |
| FWG Holdings, LLC | 1.14% | Reduce -22.9% | 64,539 | $3.3M |
| Liberty One Investment Management, LLC | 0.31% | Add +9.3% | 60,012 | $3.1M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +43.9% | 53,018 | $2.7M |
| SAM Advisors, LLC | 0.64% | Add +16.6% | 46,319 | $2.4M |
| Opal Wealth Advisors, LLC | 0.43% | No change | 38,822 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.01% | New | 27,114 | $1.4M |
| WNY Asset Management, LLC | 0.11% | Reduce -44.2% | 25,057 | $1.3M |
| Fifth Third Bancorp | 0.00% | Reduce -2.9% | 22,242 | $1.1M |
| Sanctuary Advisors, LLC | 0.00% | Reduce -67.4% | 20,316 | $1.0M |
| Savvy Advisors, Inc. | 0.02% | Add +37.4% | 16,624 | $845K |
| Wbi Investments, LLC | 0.17% | Reduce -8.9% | 13,359 | $679K |
| Jane Street Group, LLC | 0.00% | Reduce -15.9% | 12,360 | $629K |
| Kinetic Wealth Investment Advisors LLC | 0.27% | — | 11,226 | $571K |
| First American Bank | 0.03% | Reduce -1.3% | 11,060 | $562K |
| Stephens Inc. | 0.01% | Reduce -8.3% | 10,611 | $540K |
| Old Mission Capital LLC | 0.01% | New | 10,247 | $521K |
| Center for Financial Planning, Inc. | 0.05% | No change | 9,810 | $499K |
| Cherry Creek Investment Advisors, Inc. | 0.18% | Reduce -7.4% | 8,952 | $455K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -1.1% | 8,862 | $451K |
| NorthLanding Financial Partners, LLC | 0.31% | Add +1.0% | 8,821 | $449K |
| NewEdge Advisors, LLC | 0.00% | Add +2061.0% | 8,536 | $434K |
| Mma Asset Management LLC | 0.13% | Add +1.6% | 8,216 | $418K |
| Sovran Advisors, LLC | 0.03% | Reduce -78.4% | 7,992 | $406K |
| Studio Investment Management LLC | 0.07% | Add +44.3% | 7,657 | $391K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 7,618 | $387K |
| Stonebridge Financial Group, LLC / MO | 0.25% | Add +0.3% | 7,425 | $378K |
| DAVENPORT & Co LLC | 0.00% | Add +15.6% | 7,380 | $375K |
| PFG Advisors | 0.02% | Reduce -1.6% | 6,497 | $330K |
| Strategic Financial Concepts, LLC | 0.10% | Add +11.2% | 6,310 | $321K |
| BOS Asset Management, LLC | 0.07% | New | 6,038 | $307K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 5,956 | $303K |
| StoneX Group Inc. | 0.01% | Reduce -46.4% | 5,819 | $297K |
| Capital Analysts, LLC | 0.01% | Add +3.1% | 5,410 | $275K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -4.0% | 5,394 | $273K |
| MML Investors Services, LLC | 0.00% | New | 5,260 | $268K |
| &partners | 0.00% | New | 4,842 | $246K |
| Advisory Services Network, LLC | 0.00% | Add +321.7% | 4,639 | $236K |
| Core Wealth Advisors, Inc. | 0.04% | Reduce -8.5% | 4,378 | $223K |
| Note Advisors, LLC | 0.10% | No change | 4,364 | $222K |
| Cape Investment Advisory, Inc. | 0.06% | New | 4,232 | $215K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +140.2% | 3,791 | $193K |
| IFP Advisors, Inc | 0.00% | Add +16.1% | 3,646 | $185K |
| Global Retirement Partners, LLC | 0.00% | — | 2,963 | $151K |
| PNC Financial Services Group, Inc. | 0.00% | New | 2,456 | $125K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.1% | 2,182 | $111K |
| JPMorgan Chase & Co. | 0.00% | No change | 700 | $36K |
| Ameritas Advisory Services, LLC | 0.00% | New | 631 | $32K |
| Private Trust Co. NA | 0.00% | New | 591 | $30K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 521 | $26K |
| Wells Fargo & Company | 0.00% | New | 167 | $8K |
| Webster Bank, N. A. | 0.00% | New | 153 | $8K |
| Basepoint Wealth LLC | 0.00% | New | 56 | $3K |
"% of holder's portfolio" is EVSD's weight in each manager's 13F, not the share of Eaton Vance SHRT Dur Inc. the manager owns.