Eaton Vance SHRT DurEVSDETF
13F holders, Q3 2025 (September 30)51holders +12
14new positions
2sold out
1famous investor
$51.42avg. 13F price*
At the end of Q3 2025, 51 institutions reported holding Eaton Vance SHRT Dur Inc. (EVSD) in their 13F filings, up 12 from Q2 2025. 14 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($268.6M), Vestor Capital, LLC ($47.9M) and LPL Financial LLC ($26.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Eaton Vance SHRT Dur Inc.
- Filed as
- MORGAN STANLEY ETF TRUST (Q3 2025)
- CUSIP
- 61774R825
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $81.2M |
| Exits | 2 | $1.2M |
All 13F filers, Q2 2025 → Q3 2025: 3,568,304 shares bought and 129,378 shares sold, net +3,438,926 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Morgan Stanley | 0.02% | Add +28.9% | 5,224,673 | $268.6M |
| Vestor Capital, LLC | 3.07% | New | 931,595 | $47.9M |
| LPL Financial LLC | 0.01% | Add +16.1% | 522,752 | $26.9M |
| Per Stirling Capital Management, LLC. | 1.95% | Add +30.5% | 317,282 | $16.3M |
| Ameriprise Financial Inc. | 0.00% | New | 306,136 | $15.9M |
| Tilson Financial Group, Inc. | 4.86% | Add +6273.6% | 287,831 | $14.8M |
| Platform Technology Partners | 2.42% | Add +17.9% | 196,128 | $10.1M |
| HighTower Advisors, LLC | 0.01% | Add +3.6% | 195,381 | $10.0M |
| Nemes Rush Group LLC | 0.97% | New | 189,323 | $9.7M |
| IHT Wealth Management, LLC | 0.19% | Add +7.3% | 143,544 | $7.4M |
| Wealthspan Partners, LLC | 2.43% | Add +13.3% | 122,659 | $6.3M |
| Systelligence, LLC | 1.19% | Add +134.8% | 122,362 | $6.3M |
| Waverly Advisors, LLC | 0.06% | Reduce -11.7% | 121,141 | $6.2M |
| D.A. Davidson & Co. | 0.03% | Add +1701.9% | 98,385 | $5.1M |
| Raymond James Financial Inc. | 0.00% | Add +95.8% | 96,892 | $5.0M |
| Assetmark, Inc. | 0.01% | Reduce -18.0% | 95,969 | $4.9M |
| Private Advisor Group, LLC | 0.02% | Add +40.8% | 87,016 | $4.5M |
| Merit Financial Group, LLC | 0.03% | Add +1.2% | 69,621 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +51.4% | 64,612 | $3.3M |
| Prevail Innovative Wealth Advisors, LLC | 0.60% | Add +7.2% | 59,766 | $3.1M |
| Citadel Advisors | 0.00% | New | 55,435 | $2.8M |
| MML Investors Services, LLC | 0.01% | Add +48.0% | 55,153 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.0% | 41,843 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +115.3% | 34,107 | $1.8M |
| Comerica Bank | 0.01% | Add +10.1% | 31,651 | $1.6M |
| StoneX Group Inc. | 0.05% | New | 23,500 | $1.2M |
| Eldridge Investment Advisors, Inc. | 0.27% | New | 22,750 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -72.4% | 22,335 | $1.1M |
| Wbi Investments, LLC | 0.27% | Reduce -18.4% | 20,691 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +17.4% | 19,735 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +38.7% | 19,654 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +76.8% | 19,381 | $996K |
| Opal Wealth Advisors, LLC | 0.28% | New | 19,379 | $996K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +119.1% | 15,475 | $795K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -0.7% | 10,909 | $564K |
| Center for Financial Planning, Inc. | 0.05% | No change | 9,810 | $504K |
| Cherry Creek Investment Advisors, Inc. | 0.20% | Add +0.5% | 9,064 | $466K |
| NorthLanding Financial Partners, LLC | 0.38% | Reduce -0.7% | 8,831 | $454K |
| Mma Asset Management LLC | 0.14% | New | 8,272 | $425K |
| Strategic Financial Concepts, LLC | 0.04% | New | 5,356 | $275K |
| PFG Investments, LLC | 0.01% | Add +12.3% | 5,213 | $268K |
| DAVENPORT & Co LLC | 0.00% | New | 5,047 | $259K |
| Savvy Advisors, Inc. | 0.01% | New | 4,914 | $253K |
| Core Wealth Advisors, Inc. | 0.06% | New | 4,525 | $233K |
| Global Retirement Partners, LLC | 0.00% | Add +19.4% | 3,442 | $177K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.0% | 2,502 | $129K |
| Capital Analysts, LLC | 0.00% | No change | 1,185 | $61K |
| Royal Bank of Canada | 0.00% | Reduce -85.0% | 872 | $45K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -10.7% | 608 | $31K |
| NewEdge Advisors, LLC | 0.00% | New | 395 | $20K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 89 | $5K |
"% 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.