Eaton Vance SHRT DurEVSDETF
13F holders, Q1 2026 (March 31)78holders +13
19new positions
6sold out
$50.94avg. 13F price*
At the end of Q1 2026, 78 institutions reported holding Eaton Vance SHRT Dur Inc. (EVSD) in their 13F filings, up 13 from Q4 2025. 19 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($404.0M), Ameriprise Financial Inc. ($74.0M) and LPL Financial LLC ($51.5M).
- Company
- Eaton Vance SHRT Dur Inc.
- Filed as
- MORGAN STANLEY ETF TRUST (Q1 2026)
- CUSIP
- 61774R825
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $71.2M |
| Exits | 6 | $6.5M |
All 13F filers, Q4 2025 → Q1 2026: 5,864,533 shares bought and 367,789 shares sold, net +5,496,744 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| Morgan Stanley | 0.02% | Add +35.0% | 7,931,726 | $404.0M |
| Ameriprise Financial Inc. | 0.02% | Add +97.7% | 1,452,179 | $74.0M |
| LPL Financial LLC | 0.01% | Add +35.5% | 1,010,648 | $51.5M |
| Raymond James Financial Inc. | 0.01% | Add +179.9% | 481,906 | $24.5M |
| D.A. Davidson & Co. | 0.11% | Add +87.3% | 362,147 | $18.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +271.0% | 359,302 | $18.3M |
| Per Stirling Capital Management, LLC. | 1.91% | Add +0.6% | 339,034 | $17.3M |
| Rockefeller Capital Management L.P. | 0.03% | New | 337,629 | $17.2M |
| Tilson Financial Group, Inc. | 5.06% | Add +2.8% | 331,240 | $16.9M |
| Blue Water Asset Management | 5.79% | Add +1401.5% | 329,166 | $16.8M |
| LeClair Wealth Partners LLC | 5.79% | New | 329,166 | $16.8M |
| Prism Advisors, Inc. | 4.07% | New | 298,979 | $15.2M |
| Platform Technology Partners | 2.56% | Add +4.3% | 260,234 | $13.3M |
| Nemes Rush Group LLC | 1.06% | Add +11.6% | 218,876 | $11.1M |
| Janney Montgomery Scott LLC | 0.03% | Add +3.9% | 202,908 | $10.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -18.6% | 186,370 | $9.5M |
| IHT Wealth Management, LLC | 0.19% | Add +2.7% | 159,020 | $8.1M |
| Mgo One Seven LLC | 0.15% | Add +14.7% | 147,445 | $7.5M |
| Creative Financial Designs Inc. | 0.43% | New | 139,414 | $7.1M |
| Clear Trail Advisors, LLC | 1.13% | New | 133,525 | $6.8M |
| Royal Bank of Canada | 0.00% | Add +0.1% | 129,920 | $6.6M |
| Gateway Wealth Partners, LLC | 0.26% | Add +149.2% | 129,586 | $6.6M |
| Wealthspan Partners, LLC | 2.32% | Add +11.4% | 129,435 | $6.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +204.0% | 126,982 | $6.5M |
| Private Advisor Group, LLC | 0.03% | Add +0.9% | 123,004 | $6.3M |
| Waverly Advisors, LLC | 0.04% | Reduce -2.4% | 107,294 | $5.5M |
| Systelligence, LLC | 0.98% | Reduce -39.6% | 98,632 | $5.0M |
| FWG Holdings, LLC | 1.61% | Add +17.6% | 83,755 | $4.3M |
| Merit Financial Group, LLC | 0.03% | Add +15.1% | 82,545 | $4.2M |
| Assetmark, Inc. | 0.01% | Reduce -9.1% | 65,953 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +27.3% | 62,427 | $3.2M |
| Sanctuary Advisors, LLC | 0.02% | Add +4.2% | 62,307 | $3.2M |
| Osaic Holdings, Inc. | 0.00% | Add +55.2% | 58,412 | $3.0M |
| Liberty One Investment Management, LLC | 0.29% | Add +45.0% | 54,897 | $2.8M |
| PCM Encore, LLC | 0.53% | Reduce -9.4% | 50,665 | $2.6M |
| WNY Asset Management, LLC | 0.24% | — | 44,930 | $2.3M |
| Eldridge Investment Advisors, Inc. | 0.50% | Reduce -19.9% | 44,759 | $2.3M |
| Prevail Innovative Wealth Advisors, LLC | 0.37% | Reduce -24.5% | 43,548 | $2.2M |
| SAM Advisors, LLC | 0.63% | New | 39,714 | $2.0M |
| Opal Wealth Advisors, LLC | 0.45% | Add +100.3% | 38,822 | $2.0M |
| Sovran Advisors, LLC | 0.15% | New | 37,069 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +41.7% | 36,839 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +20.1% | 26,302 | $1.3M |
| Fifth Third Bancorp | 0.00% | New | 22,907 | $1.2M |
| Flow Traders U.S. LLC | 0.02% | New | 14,740 | $751K |
| Jane Street Group, LLC | 0.00% | Reduce -83.8% | 14,690 | $748K |
| Wbi Investments, LLC | 0.21% | Reduce -6.8% | 14,671 | $747K |
| Millington Securities, LLC | 0.21% | — | 14,671 | $747K |
| Savvy Advisors, Inc. | 0.02% | Reduce -48.5% | 12,102 | $616K |
| Stephens Inc. | 0.01% | Add +37.0% | 11,576 | $590K |
| First American Bank | 0.04% | New | 11,208 | $571K |
| StoneX Group Inc. | 0.03% | New | 10,849 | $555K |
| Center for Financial Planning, Inc. | 0.05% | No change | 9,810 | $500K |
| Cherry Creek Investment Advisors, Inc. | 0.21% | Add +0.5% | 9,668 | $492K |
| First Heartland Consultants, Inc. | 0.04% | New | 8,960 | $456K |
| NorthLanding Financial Partners, LLC | 0.36% | Add +0.7% | 8,732 | $445K |
| Mma Asset Management LLC | 0.14% | Add +14.1% | 8,086 | $412K |
| Stonebridge Financial Group, LLC / MO | 0.32% | Add +55.5% | 7,401 | $377K |
| PFG Advisors | 0.02% | Add +2.2% | 6,600 | $336K |
| DAVENPORT & Co LLC | 0.00% | Add +4.5% | 6,386 | $325K |
| Strategic Financial Concepts, LLC | 0.07% | New | 5,673 | $289K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -8.5% | 5,620 | $288K |
| PFG Investments, LLC | 0.01% | Add +15.7% | 5,522 | $281K |
| Studio Investment Management LLC | 0.05% | Add +31.0% | 5,306 | $271K |
| Capital Analysts, LLC | 0.01% | Add +342.6% | 5,245 | $268K |
| Core Wealth Advisors, Inc. | 0.06% | Reduce -50.4% | 4,784 | $244K |
| Note Advisors, LLC | 0.11% | No change | 4,364 | $222K |
| IFP Advisors, Inc | 0.00% | Add +4.1% | 3,141 | $160K |
| Clarity Asset Management, Inc. | 0.07% | New | 2,806 | $143K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.7% | 2,158 | $110K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,578 | $80K |
| Clayton Financial Group LLC | 0.03% | No change | 1,148 | $58K |
| Wall Street Financial Group, Inc. | 0.03% | New | 1,142 | $58K |
| Advisory Services Network, LLC | 0.00% | New | 1,100 | $56K |
| JPMorgan Chase & Co. | 0.00% | New | 700 | $36K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -14.3% | 521 | $27K |
| AE Wealth Management LLC | 0.00% | New | 500 | $25K |
| NewEdge Advisors, LLC | 0.00% | No change | 395 | $20K |
"% 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.