Eaton Vance SHRT DurEVSDETF
13F holders, Q2 2025 (June 30)39holders +14
15new positions
1sold out
$51.13avg. 13F price*
At the end of Q2 2025, 39 institutions reported holding Eaton Vance SHRT Dur Inc. (EVSD) in their 13F filings, up 14 from Q1 2025. 15 opened new positions and 1 sold out. The largest holders were Morgan Stanley ($207.2M), LPL Financial LLC ($23.0M) and Per Stirling Capital Management, LLC. ($12.4M).
- Company
- Eaton Vance SHRT Dur Inc.
- Filed as
- MORGAN STANLEY ETF TRUST (Q2 2025)
- CUSIP
- 61774R825
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $31.3M |
| Exits | 1 | $51 |
All 13F filers, Q1 2025 → Q2 2025: 3,197,290 shares bought and 105,231 shares sold, net +3,092,059 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Morgan Stanley | 0.01% | Add +134.9% | 4,052,475 | $207.2M |
| LPL Financial LLC | 0.01% | Add +36.2% | 450,110 | $23.0M |
| Per Stirling Capital Management, LLC. | 1.62% | New | 243,137 | $12.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -4.5% | 188,598 | $9.6M |
| Platform Technology Partners | 2.22% | Add +4.2% | 166,382 | $8.5M |
| Waverly Advisors, LLC | 0.08% | Reduce -13.3% | 137,246 | $7.0M |
| IHT Wealth Management, LLC | 0.19% | Add +9.8% | 133,748 | $6.8M |
| Assetmark, Inc. | 0.01% | New | 117,060 | $6.0M |
| Wealthspan Partners, LLC | 2.30% | Add +61.7% | 108,231 | $5.5M |
| Jane Street Group, LLC | 0.01% | Reduce -24.2% | 81,050 | $4.1M |
| Merit Financial Group, LLC | 0.04% | Add +1.7% | 68,765 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Add +22.5% | 61,783 | $3.2M |
| Prevail Innovative Wealth Advisors, LLC | 0.64% | New | 55,751 | $2.9M |
| Systelligence, LLC | 0.49% | New | 52,107 | $2.7M |
| Raymond James Financial Inc. | 0.00% | Add +20.5% | 49,481 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +90.0% | 42,685 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | New | 41,411 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +107.6% | 37,270 | $1.9M |
| Comerica Bank | 0.01% | New | 28,756 | $1.5M |
| Wbi Investments, LLC | 0.34% | Add +119.2% | 25,367 | $1.3M |
| Flow Traders U.S. LLC | 0.04% | New | 23,253 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +13.4% | 16,816 | $860K |
| Osaic Holdings, Inc. | 0.00% | Reduce -74.2% | 15,840 | $810K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.4% | 14,169 | $724K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -21.9% | 10,982 | $562K |
| Cetera Investment Advisers | 0.00% | New | 10,961 | $560K |
| Center for Financial Planning, Inc. | 0.06% | New | 9,810 | $502K |
| Cherry Creek Investment Advisors, Inc. | 0.22% | New | 9,020 | $461K |
| NorthLanding Financial Partners, LLC | 0.40% | Add +4.3% | 8,889 | $455K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +34.0% | 7,063 | $361K |
| Royal Bank of Canada | 0.00% | New | 5,800 | $297K |
| D.A. Davidson & Co. | 0.00% | New | 5,460 | $279K |
| PFG Investments, LLC | 0.01% | New | 4,641 | $237K |
| Tilson Financial Group, Inc. | 0.09% | New | 4,516 | $231K |
| Global Retirement Partners, LLC | 0.00% | — | 2,882 | $147K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.0% | 2,478 | $127K |
| Capital Analysts, LLC | 0.00% | No change | 1,185 | $61K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 681 | $35K |
| Rise Advisors, LLC | 0.01% | No change | 406 | $21K |
"% 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.