Eaton Vance SHRT Dur MuniEVSMETF
13F holders, Q2 2025 (June 30)44holders +13
17new positions
5sold out
$50.00avg. 13F price*
At the end of Q2 2025, 44 institutions reported holding Eaton Vance SHRT Dur Muni (EVSM) in their 13F filings, up 13 from Q1 2025. 17 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($134.5M), Envestnet Asset Management Inc. ($8.8M) and &partners ($7.4M).
- Company
- Eaton Vance SHRT Dur Muni
- Filed as
- MORGAN STANLEY ETF TRUST (Q2 2025)
- CUSIP
- 61774R858
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $18.4M |
| Exits | 5 | $5.7M |
All 13F filers, Q1 2025 → Q2 2025: 801,202 shares bought and 115,429 shares sold, net +685,773 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| Morgan Stanley | 0.01% | Add +8.6% | 2,689,554 | $134.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +34.0% | 175,467 | $8.8M |
| &partners | 0.06% | Add +40.6% | 148,700 | $7.4M |
| Sanctuary Advisors, LLC | 0.03% | New | 90,878 | $4.5M |
| Atria Investments, Inc | 0.05% | New | 89,525 | $4.5M |
| LPL Financial LLC | 0.00% | New | 69,120 | $3.5M |
| Osaic Holdings, Inc. | 0.01% | Add +22.7% | 56,423 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +138.6% | 49,083 | $2.5M |
| Farther Finance Advisors, LLC | 0.05% | Add +203.2% | 45,407 | $2.3M |
| Wealthspan Partners, LLC | 0.88% | New | 42,255 | $2.1M |
| Neuberger Berman Group LLC | 0.00% | Add +71.0% | 40,092 | $2.0M |
| MML Investors Services, LLC | 0.00% | Add +19.9% | 29,923 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +23.5% | 29,926 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +8.8% | 23,744 | $1.2M |
| Quadcap Wealth Management, LLC | 0.14% | Reduce -6.5% | 21,629 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +28.0% | 19,074 | $954K |
| Panoramic Investment Advisors, LLC | 0.53% | Add +17.0% | 17,417 | $871K |
| Essex Financial Services, Inc. | 0.06% | Add +60.1% | 17,205 | $860K |
| Commonwealth Equity Services, LLC | 0.00% | Add +45.7% | 15,376 | $769K |
| Arete Wealth Advisors, LLC | 0.05% | New | 15,000 | $750K |
| Flow Traders U.S. LLC | 0.02% | Add +41.9% | 13,199 | $660K |
| Milestones Private Investment Advisors LLC | 0.48% | — | 12,993 | $650K |
| MBA Advisors LLC | 0.30% | Add +15.2% | 12,790 | $640K |
| HighTower Advisors, LLC | 0.00% | Add +21.2% | 11,963 | $598K |
| Avantax Advisory Services, Inc. | 0.00% | Add +23.8% | 10,800 | $540K |
| Tower Wealth Partners, Inc. | 0.28% | Add +0.6% | 9,455 | $473K |
| NewEdge Advisors, LLC | 0.00% | Add +458.6% | 7,820 | $391K |
| Inspire Advisors, LLC | 0.04% | New | 7,635 | $382K |
| BridgePort Financial Solutions, LLC | 0.12% | New | 6,997 | $350K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,050 | $302K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 5,992 | $300K |
| Mariner, LLC | 0.00% | No change | 5,939 | $297K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 5,498 | $275K |
| Diversified Portfolios, Inc. | 0.02% | New | 5,163 | $258K |
| Montis Financial, LLC | 0.07% | New | 5,040 | $252K |
| FSA Advisors, Inc. | 0.20% | New | 4,807 | $240K |
| Kestra Advisory Services, LLC | 0.00% | New | 4,776 | $239K |
| Comerica Bank | 0.00% | New | 4,034 | $202K |
| Royal Bank of Canada | 0.00% | New | 3,647 | $182K |
| UBS Group AG | 0.00% | Add +352.3% | 2,542 | $127K |
| Creative Financial Designs Inc. | 0.01% | No change | 2,225 | $111K |
| Global Retirement Partners, LLC | 0.00% | — | 1,007 | $50K |
| AE Wealth Management LLC | 0.00% | New | 730 | $37K |
| Princeton Global Asset Management LLC | 0.01% | Add +0.8% | 615 | $31K |
"% 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.