Eaton Vance SHRT Dur MuniEVSMETF
13F holders, Q3 2025 (September 30)63holders +19
23new positions
3sold out
$50.44avg. 13F price*
At the end of Q3 2025, 63 institutions reported holding Eaton Vance SHRT Dur Muni (EVSM) in their 13F filings, up 19 from Q2 2025. 23 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($146.5M), Ameriprise Financial Inc. ($21.6M) and Envestnet Asset Management Inc. ($12.4M).
- Company
- Eaton Vance SHRT Dur Muni
- Filed as
- MORGAN STANLEY ETF TRUST (Q3 2025)
- CUSIP
- 61774R858
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $54.7M |
| Exits | 3 | $2.2M |
All 13F filers, Q2 2025 → Q3 2025: 1,827,516 shares bought and 51,709 shares sold, net +1,775,807 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Morgan Stanley | 0.01% | Add +8.0% | 2,903,849 | $146.5M |
| Ameriprise Financial Inc. | 0.01% | New | 429,036 | $21.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +40.6% | 246,747 | $12.4M |
| Garrett Wealth Advisory Group, LLC | 2.13% | New | 217,098 | $10.9M |
| &partners | 0.06% | Add +26.0% | 187,411 | $9.5M |
| LPL Financial LLC | 0.00% | Add +151.8% | 174,040 | $8.8M |
| Tilson Financial Group, Inc. | 2.82% | New | 170,344 | $8.6M |
| Atria Investments, Inc | 0.07% | Add +35.3% | 121,150 | $6.1M |
| Farther Finance Advisors, LLC | 0.08% | Add +128.0% | 103,506 | $5.2M |
| Sanctuary Advisors, LLC | 0.03% | Add +13.5% | 103,112 | $5.2M |
| Osaic Holdings, Inc. | 0.00% | Add +20.8% | 68,156 | $3.4M |
| MML Investors Services, LLC | 0.01% | Add +112.7% | 63,651 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +21.6% | 59,689 | $3.0M |
| Wealthspan Partners, LLC | 1.08% | Add +31.5% | 55,570 | $2.8M |
| Arkadios Wealth Advisors | 0.07% | New | 55,201 | $2.8M |
| Cetera Investment Advisers | 0.00% | Add +123.9% | 53,171 | $2.7M |
| Summit Financial, LLC | 0.04% | New | 51,830 | $2.6M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +715.4% | 44,829 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +87.6% | 35,788 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -2.1% | 29,299 | $1.5M |
| Genesis Private Wealth, LLC | 0.59% | New | 27,857 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +73.6% | 26,692 | $1.3M |
| Diversified Portfolios, Inc. | 0.11% | Add +368.3% | 24,180 | $1.2M |
| Redhawk Wealth Advisors, Inc. | 0.13% | New | 22,235 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | New | 21,309 | $1.1M |
| Nemes Rush Group LLC | 0.10% | New | 19,972 | $1.0M |
| Quadcap Wealth Management, LLC | 0.12% | Reduce -9.9% | 19,489 | $983K |
| Jane Street Group, LLC | 0.00% | New | 19,234 | $970K |
| Panoramic Investment Advisors, LLC | 0.52% | Add +5.8% | 18,428 | $929K |
| Essex Financial Services, Inc. | 0.05% | No change | 17,205 | $868K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +176.1% | 16,542 | $834K |
| Arete Wealth Advisors, LLC | 0.05% | No change | 15,000 | $757K |
| Milestones Private Investment Advisors LLC | 0.51% | Add +13.9% | 14,804 | $747K |
| MBA Advisors LLC | 0.31% | Add +14.1% | 14,595 | $736K |
| HighTower Advisors, LLC | 0.00% | Add +18.1% | 14,134 | $713K |
| Flow Traders U.S. LLC | 0.03% | Reduce -1.1% | 13,054 | $658K |
| Tower Wealth Partners, Inc. | 0.26% | No change | 9,455 | $477K |
| Kestra Advisory Services, LLC | 0.00% | Add +84.5% | 8,813 | $444K |
| FSA Advisors, Inc. | 0.34% | Add +79.6% | 8,632 | $435K |
| Susquehanna International Group, LLP | 0.00% | New | 8,432 | $425K |
| Inspire Advisors, LLC | 0.04% | Add +0.8% | 7,700 | $388K |
| BridgePort Financial Solutions, LLC | 0.09% | No change | 6,997 | $353K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.6% | 6,571 | $331K |
| Brookwood Investment Group LLC | 0.04% | New | 6,267 | $316K |
| Truist Financial Corp. | 0.00% | New | 6,000 | $303K |
| Mariner, LLC | 0.00% | No change | 5,939 | $300K |
| NewEdge Advisors, LLC | 0.00% | Reduce -28.1% | 5,621 | $283K |
| Montis Financial, LLC | 0.07% | Add +11.4% | 5,616 | $283K |
| Nvest Financial, LLC | 0.14% | New | 4,958 | $250K |
| Valmark Advisers, Inc. | 0.00% | New | 4,837 | $244K |
| Comerica Bank | 0.00% | Add +15.7% | 4,669 | $235K |
| Benjamin Edwards Inc. | 0.00% | New | 4,009 | $202K |
| Chokshi & Queen Wealth Advisors, Inc | 0.11% | New | 4,006 | $202K |
| Private Advisor Group, LLC | 0.00% | New | 3,990 | $201K |
| Advisory Services Network, LLC | 0.00% | New | 3,968 | $200K |
| AdvisorNet Financial, Inc | 0.01% | New | 2,410 | $122K |
| Creative Financial Designs Inc. | 0.01% | No change | 2,225 | $112K |
| Global Retirement Partners, LLC | 0.00% | Add +33.3% | 1,342 | $68K |
| Princeton Global Asset Management LLC | 0.01% | Add +0.8% | 620 | $31K |
| Royal Bank of Canada | 0.00% | Reduce -88.7% | 413 | $21K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 400 | $20K |
| Principal Securities, Inc. | 0.00% | New | 399 | $20K |
| US Bancorp \de | 0.00% | New | 26 | $1K |
"% 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.