Eaton Vance SHRT DurEVSDETF
13F holders, Q4 2025 (December 31)65holders +14
15new positions
4sold out
1famous investor
$51.44avg. 13F price*
At the end of Q4 2025, 65 institutions reported holding Eaton Vance SHRT Dur Inc. (EVSD) in their 13F filings, up 14 from Q3 2025. 15 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($302.1M), LPL Financial LLC ($38.4M) and Ameriprise Financial Inc. ($37.8M). 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 (Q4 2025)
- CUSIP
- 61774R825
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $20.3M |
| Exits | 4 | $49.4M |
All 13F filers, Q3 2025 → Q4 2025: 2,647,378 shares bought and 1,066,081 shares sold, net +1,581,297 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| Morgan Stanley | 0.02% | Add +12.4% | 5,873,132 | $302.1M |
| LPL Financial LLC | 0.01% | Add +42.7% | 746,005 | $38.4M |
| Ameriprise Financial Inc. | 0.01% | Add +140.0% | 734,677 | $37.8M |
| Per Stirling Capital Management, LLC. | 1.95% | Add +6.2% | 336,990 | $17.3M |
| Tilson Financial Group, Inc. | 5.10% | Add +11.9% | 322,180 | $16.6M |
| Platform Technology Partners | 2.73% | Add +27.2% | 249,401 | $12.8M |
| HighTower Advisors, LLC | 0.01% | Add +17.2% | 228,899 | $11.8M |
| Nemes Rush Group LLC | 0.95% | Add +3.6% | 196,156 | $10.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +893.6% | 195,285 | $10.0M |
| D.A. Davidson & Co. | 0.06% | Add +96.5% | 193,341 | $9.9M |
| Raymond James Financial Inc. | 0.00% | Add +77.7% | 172,146 | $8.9M |
| Systelligence, LLC | 1.60% | Add +33.5% | 163,375 | $8.4M |
| IHT Wealth Management, LLC | 0.19% | Add +7.8% | 154,776 | $8.0M |
| Royal Bank of Canada | 0.00% | Add +14786.0% | 129,806 | $6.7M |
| Mgo One Seven LLC | 0.14% | New | 128,587 | $6.6M |
| Private Advisor Group, LLC | 0.03% | Add +40.1% | 121,946 | $6.3M |
| Wealthspan Partners, LLC | 2.17% | Reduce -5.3% | 116,170 | $6.0M |
| Waverly Advisors, LLC | 0.05% | Reduce -9.3% | 109,874 | $5.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +49.9% | 96,854 | $5.0M |
| Jane Street Group, LLC | 0.01% | Add +307.3% | 90,975 | $4.7M |
| MML Investors Services, LLC | 0.01% | Add +63.7% | 90,267 | $4.6M |
| Assetmark, Inc. | 0.01% | Reduce -24.4% | 72,578 | $3.7M |
| Merit Financial Group, LLC | 0.03% | Add +3.0% | 71,698 | $3.7M |
| FWG Holdings, LLC | 1.39% | New | 71,250 | $3.7M |
| Sanctuary Advisors, LLC | 0.02% | New | 59,779 | $3.1M |
| Prevail Innovative Wealth Advisors, LLC | 0.53% | Reduce -3.5% | 57,686 | $3.0M |
| PCM Encore, LLC | 0.61% | — | 55,902 | $2.9M |
| Eldridge Investment Advisors, Inc. | 0.63% | Add +145.7% | 55,895 | $2.9M |
| Gateway Wealth Partners, LLC | 0.30% | New | 52,003 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +17.2% | 49,045 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +111.7% | 41,771 | $2.1M |
| Liberty One Investment Management, LLC | 0.25% | New | 37,847 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +10.3% | 37,629 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +68.0% | 26,002 | $1.3M |
| Savvy Advisors, Inc. | 0.04% | Add +378.1% | 23,494 | $1.2M |
| Blue Water Asset Management | 0.41% | — | 21,922 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +13.0% | 21,909 | $1.1M |
| Opal Wealth Advisors, LLC | 0.26% | No change | 19,379 | $997K |
| Comerica Bank | 0.00% | Reduce -41.6% | 18,478 | $951K |
| Citadel Advisors | 0.00% | Reduce -67.2% | 18,159 | $934K |
| Wbi Investments, LLC | 0.21% | Reduce -23.9% | 15,739 | $810K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 10,299 | $530K |
| Center for Financial Planning, Inc. | 0.05% | No change | 9,810 | $505K |
| Core Wealth Advisors, Inc. | 0.13% | Add +113.0% | 9,639 | $496K |
| Cherry Creek Investment Advisors, Inc. | 0.21% | Add +6.1% | 9,619 | $495K |
| NorthLanding Financial Partners, LLC | 0.36% | Reduce -1.8% | 8,674 | $446K |
| Stephens Inc. | 0.01% | New | 8,451 | $435K |
| Mma Asset Management LLC | 0.13% | Reduce -14.4% | 7,084 | $364K |
| PFG Advisors | 0.02% | New | 6,459 | $332K |
| HRT Financial LP | 0.00% | New | 6,164 | $317K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -43.7% | 6,140 | $316K |
| DAVENPORT & Co LLC | 0.00% | Add +21.1% | 6,111 | $314K |
| PFG Investments, LLC | 0.01% | Reduce -8.4% | 4,773 | $246K |
| Stonebridge Financial Group, LLC / MO | 0.21% | — | 4,758 | $245K |
| Note Advisors, LLC | 0.12% | New | 4,364 | $225K |
| Studio Investment Management LLC | 0.04% | New | 4,050 | $208K |
| Global Retirement Partners, LLC | 0.00% | Add +0.7% | 3,466 | $178K |
| IFP Advisors, Inc | 0.00% | New | 3,018 | $155K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -14.3% | 2,143 | $110K |
| MidAtlantic Capital Management, Inc. | 0.05% | New | 1,493 | $77K |
| Capital Analysts, LLC | 0.00% | No change | 1,185 | $61K |
| Clayton Financial Group LLC | 0.03% | New | 1,148 | $59K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 608 | $31K |
| NewEdge Advisors, LLC | 0.00% | No change | 395 | $20K |
| Wells Fargo & Company | 0.00% | New | 212 | $11K |
"% 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.