Eaton Vance SHRT Dur MuniEVSMETF
13F holders, Q2 2026 (June 30)105holders +12
24new positions
12sold out
1famous investor
$50.31avg. 13F price*
At the end of Q2 2026, 105 institutions reported holding Eaton Vance SHRT Dur Muni (EVSM) in their 13F filings, up 12 from Q1 2026. 24 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($178.6M), Ameriprise Financial Inc. ($45.2M) and LPL Financial LLC ($37.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Eaton Vance SHRT Dur Muni
- Filed as
- MORGAN STANLEY ETF TRUST (Q2 2026)
- CUSIP
- 61774R858
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $22.5M |
| Exits | 12 | $13.8M |
All 13F filers, Q1 2026 → Q2 2026: 1,216,383 shares bought and 1,228,992 shares sold, net −12,609 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 105 holders
| Morgan Stanley | 0.01% | Add +0.9% | 3,549,162 | $178.6M |
| Ameriprise Financial Inc. | 0.01% | Add +7.5% | 898,046 | $45.2M |
| LPL Financial LLC | 0.01% | Add +35.4% | 735,098 | $37.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.9% | 313,014 | $15.7M |
| Garrett Wealth Advisory Group, LLC | 2.17% | Add +9.1% | 279,990 | $14.1M |
| &partners | 0.06% | Add +9.8% | 267,880 | $13.5M |
| Farther Finance Advisors, LLC | 0.08% | Add +30.9% | 208,495 | $10.5M |
| Sunflower Bank, N.A. | 2.37% | Reduce -1.3% | 196,868 | $9.9M |
| Tilson Financial Group, Inc. | 2.50% | Add +0.7% | 180,493 | $9.1M |
| Diversified Portfolios, Inc. | 0.55% | Add +85.0% | 150,334 | $7.6M |
| Osaic Holdings, Inc. | 0.01% | Add +15.7% | 124,112 | $6.2M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -5.4% | 105,711 | $5.3M |
| Rockefeller Capital Management L.P. | 0.01% | New | 97,400 | $4.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +45.6% | 86,721 | $4.4M |
| MML Investors Services, LLC | 0.01% | Add +36.5% | 70,973 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +54.7% | 68,417 | $3.4M |
| Summit Financial, LLC | 0.04% | Reduce -10.0% | 67,820 | $3.4M |
| Arkadios Wealth Advisors | 0.04% | Reduce -0.2% | 54,116 | $2.7M |
| Per Stirling Capital Management, LLC. | 0.26% | New | 53,927 | $2.7M |
| Wealthspan Partners, LLC | 0.85% | Reduce -8.4% | 53,492 | $2.7M |
| Raymond James Financial Inc. | 0.00% | Add +521.2% | 50,358 | $2.5M |
| Rossby Financial, LCC | 0.44% | Add +13.7% | 47,335 | $2.4M |
| Stratos Investment Management, LLC | 0.08% | New | 45,800 | $2.3M |
| Valmark Advisers, Inc. | 0.02% | Add +88.9% | 45,634 | $2.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +8.8% | 45,336 | $2.3M |
| Citadel Advisors | 0.00% | Add +136.7% | 43,605 | $2.2M |
| Arax Advisory Partners | 0.01% | New | 41,226 | $2.1M |
| Asset Allocation Strategies LLC | 0.31% | Add +24.6% | 40,614 | $2.0M |
| Nemes Rush Group LLC | 0.16% | Reduce -11.1% | 39,137 | $2.0M |
| Wells Fargo & Company | 0.00% | New | 38,953 | $2.0M |
| Root Financial Partners, LLC | 0.07% | New | 37,663 | $1.9M |
| Vise Technologies, Inc. | 0.02% | New | 37,663 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +8.6% | 36,678 | $1.8M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.3% | 36,200 | $1.8M |
| Cetera Investment Advisers | 0.00% | Reduce -18.7% | 33,053 | $1.7M |
| Savvy Advisors, Inc. | 0.03% | Add +19.1% | 32,044 | $1.6M |
| Essex Financial Services, Inc. | 0.08% | Add +24.4% | 31,967 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +30.9% | 30,244 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -11.8% | 27,671 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -9.6% | 24,010 | $1.2M |
| PCM Encore, LLC | 0.20% | Add +84.1% | 22,622 | $1.1M |
| Panoramic Investment Advisors, LLC | 0.52% | Add +13.9% | 21,598 | $1.1M |
| WNY Asset Management, LLC | 0.10% | Add +1.1% | 21,477 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.0% | 20,962 | $1.1M |
| Parsons Capital Management Inc. | 0.05% | Add +112.4% | 20,644 | $1.0M |
| MBA Advisors LLC | 0.35% | Reduce -3.2% | 20,186 | $1.0M |
| ORBA Wealth Advisors, L.L.C. | 0.78% | Add +84.1% | 18,223 | $917K |
| Jane Street Group, LLC | 0.00% | Reduce -51.0% | 17,272 | $869K |
| Arete Wealth Advisors, LLC | 0.06% | Add +4.9% | 17,091 | $860K |
| FSA Advisors, Inc. | 0.37% | Reduce -15.1% | 16,097 | $810K |
| Private Advisor Group, LLC | 0.00% | Add +87.2% | 15,977 | $804K |
| Gateway Wealth Partners, LLC | 0.05% | Reduce -45.0% | 15,617 | $786K |
| NewEdge Advisors, LLC | 0.00% | Add +68.8% | 15,250 | $767K |
| Milestones Private Investment Advisors LLC | 0.61% | No change | 15,212 | $765K |
| Oasis Advisors, LLC | 0.49% | Reduce -98.2% | 15,127 | $761K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 14,242 | $717K |
| Atria Investments, Inc | 0.01% | Reduce -14.3% | 14,005 | $705K |
| Financial Solutions Advisory Group, Inc. | 0.09% | No change | 13,500 | $679K |
| Quadcap Wealth Management, LLC | 0.06% | Reduce -25.9% | 13,054 | $657K |
| Kestra Advisory Services, LLC | 0.00% | Add +21.4% | 12,980 | $653K |
| Genesis Private Wealth, LLC | 0.18% | Reduce -3.5% | 12,852 | $647K |
| New England Private Wealth Advisors LLC | 0.06% | Add +0.3% | 12,784 | $640K |
| Providence Financial Advisors, LLC | 0.35% | New | 12,124 | $610K |
| Cornerstone Wealth Management, LLC | 0.02% | New | 11,242 | $566K |
| Advisory Services Network, LLC | 0.01% | Reduce -10.7% | 11,025 | $555K |
| AdvisorNet Financial, Inc | 0.02% | Add +284.5% | 10,305 | $518K |
| IFP Advisors, Inc | 0.01% | Add +1287.1% | 9,710 | $489K |
| Jones Financial Companies LLLP | 0.00% | Add +200.9% | 9,341 | $471K |
| Elequin Capital, LP | 0.08% | Reduce -84.2% | 8,898 | $448K |
| Inspire Advisors, LLC | 0.03% | Reduce -0.9% | 8,645 | $435K |
| Fifth Third Bancorp | 0.00% | Add +3.7% | 8,451 | $425K |
| M&T Bank Corp | 0.00% | No change | 7,751 | $390K |
| Brookwood Investment Group LLC | 0.04% | Add +15.1% | 7,211 | $363K |
| Western Wealth Management, LLC | 0.01% | New | 7,100 | $357K |
| BridgePort Financial Solutions, LLC | 0.09% | No change | 6,997 | $352K |
| Benjamin Edwards Inc. | 0.00% | Add +23.8% | 6,825 | $344K |
| Whitaker-Myers Wealth Managers, LTD. | 0.06% | Add +34.0% | 6,627 | $333K |
| Cresset Asset Management, LLC | 0.00% | New | 6,609 | $333K |
| IFG Advisory, LLC | 0.01% | New | 6,348 | $319K |
| Waverly Advisors, LLC | 0.00% | New | 6,235 | $314K |
| Howard Wealth Management, LLC | 0.10% | Add +5.8% | 5,638 | $284K |
| Denver Wealth Management, Inc. | 0.08% | New | 5,535 | $278K |
| Coign Capital Advisors LLC | 0.12% | New | 5,319 | $268K |
| Nvest Financial, LLC | 0.08% | Add +0.8% | 5,070 | $255K |
| Nations Financial Group Inc, /Ia/ | 0.01% | Reduce -1.0% | 4,925 | $248K |
| Creative Financial Designs Inc. | 0.01% | Reduce -32.0% | 4,845 | $244K |
| Chokshi & Queen Wealth Advisors, Inc | 0.11% | Add +0.6% | 4,815 | $242K |
| Synergy Investment Management, LLC | 0.06% | Add +13.9% | 4,588 | $231K |
| Titleist Asset Management, LLC | 0.01% | Reduce -13.3% | 4,393 | $221K |
| Peoples Bank | 0.11% | New | 4,313 | $217K |
| DAVENPORT & Co LLC | 0.00% | New | 4,180 | $210K |
| Lakeridge Wealth Management LLC | 0.07% | New | 3,977 | $200K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,900 | $196K |
| Harbour Investments, Inc. | 0.00% | Add +0.2% | 3,734 | $188K |
| AE Wealth Management LLC | 0.00% | Add +7.0% | 3,411 | $172K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 2,569 | $129K |
| MidFirst Bank | 0.01% | New | 2,282 | $115K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,504 | $76K |
| JPMorgan Chase & Co. | 0.00% | New | 1,499 | $76K |
| Allworth Financial LP | 0.00% | New | 1,499 | $75K |
"% of holder's portfolio" is EVSM's weight in each manager's 13F, not the share of Eaton Vance SHRT Dur Muni the manager owns.