Eaton Vance SHRT DurEVSDETF
13F holders, Q1 2025 (March 31)25holders +2
7new positions
4sold out
$50.76avg. 13F price*
At the end of Q1 2025, 25 institutions reported holding Eaton Vance SHRT Dur Inc. (EVSD) in their 13F filings, up 2 from Q4 2024. 7 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($87.6M), LPL Financial LLC ($16.8M) and HighTower Advisors, LLC ($10.0M).
- Company
- Eaton Vance SHRT Dur Inc.
- Filed as
- MORGAN STANLEY ETF TRUST (Q1 2025)
- CUSIP
- 61774R825
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $22.4M |
| Exits | 4 | $2.1M |
All 13F filers, Q4 2024 → Q1 2025: 1,594,976 shares bought and 71,489 shares sold, net +1,523,487 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| Morgan Stanley | 0.01% | Add +61.3% | 1,724,791 | $87.6M |
| LPL Financial LLC | 0.01% | Add +316.4% | 330,580 | $16.8M |
| HighTower Advisors, LLC | 0.01% | New | 197,557 | $10.0M |
| Platform Technology Partners | 2.36% | Add +16.0% | 159,612 | $8.1M |
| Waverly Advisors, LLC | 0.10% | Reduce -15.2% | 158,228 | $8.0M |
| IHT Wealth Management, LLC | 0.19% | New | 121,803 | $6.2M |
| Jane Street Group, LLC | 0.01% | Add +613.0% | 106,962 | $5.4M |
| Merit Financial Group, LLC | 0.05% | Add +906.0% | 67,643 | $3.4M |
| Wealthspan Partners, LLC | 1.57% | New | 66,926 | $3.4M |
| Osaic Holdings, Inc. | 0.01% | Add +744.1% | 61,336 | $3.1M |
| Private Advisor Group, LLC | 0.02% | Add +29.0% | 50,446 | $2.6M |
| Raymond James Financial Inc. | 0.00% | Add +7.2% | 41,067 | $2.1M |
| Envestnet Asset Management Inc. | 0.00% | New | 22,460 | $1.1M |
| MML Investors Services, LLC | 0.00% | New | 17,956 | $911K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -11.0% | 14,980 | $760K |
| Commonwealth Equity Services, LLC | 0.00% | Add +22.2% | 14,828 | $753K |
| Chicago Partners Investment Group LLC | 0.02% | Add +6.3% | 14,052 | $714K |
| Wbi Investments, LLC | 0.15% | New | 11,571 | $587K |
| NorthLanding Financial Partners, LLC | 0.42% | Add +0.3% | 8,526 | $433K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -0.6% | 5,273 | $268K |
| Farther Finance Advisors, LLC | 0.00% | New | 2,454 | $125K |
| Capital Analysts, LLC | 0.00% | Add +804.6% | 1,185 | $60K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.0% | 681 | $35K |
| Rise Advisors, LLC | 0.01% | No change | 406 | $21K |
| Johnson Financial Group, Inc. | 0.00% | No change | 1 | $51 |
"% 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.