Eaton Vance SHRT Dur MuniEVSMETF
13F holders, Q4 2025 (December 31)75holders +12
15new positions
6sold out
1famous investor
$50.37avg. 13F price*
At the end of Q4 2025, 75 institutions reported holding Eaton Vance SHRT Dur Muni (EVSM) in their 13F filings, up 12 from Q3 2025. 15 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($151.6M), Ameriprise Financial Inc. ($29.0M) and Envestnet Asset Management Inc. ($13.8M). 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 (Q4 2025)
- CUSIP
- 61774R858
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $18.8M |
| Exits | 6 | $2.5M |
All 13F filers, Q3 2025 → Q4 2025: 1,145,711 shares bought and 96,346 shares sold, net +1,049,365 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 75 holders
| Morgan Stanley | 0.01% | Add +3.6% | 3,009,023 | $151.6M |
| Ameriprise Financial Inc. | 0.01% | Add +34.4% | 576,551 | $29.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.2% | 274,489 | $13.8M |
| LPL Financial LLC | 0.00% | Add +45.6% | 253,394 | $12.8M |
| Garrett Wealth Advisory Group, LLC | 2.34% | Add +13.1% | 245,592 | $12.4M |
| &partners | 0.06% | Add +11.3% | 208,622 | $10.5M |
| Sunflower Bank, N.A. | 2.42% | New | 190,799 | $9.6M |
| Tilson Financial Group, Inc. | 2.73% | Add +3.5% | 176,279 | $8.9M |
| Sanctuary Advisors, LLC | 0.03% | Add +9.0% | 112,378 | $5.7M |
| Farther Finance Advisors, LLC | 0.06% | Add +8.3% | 112,109 | $5.6M |
| Jane Street Group, LLC | 0.01% | Add +409.6% | 98,019 | $4.9M |
| Atria Investments, Inc | 0.05% | Reduce -23.2% | 92,995 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Add +16.5% | 79,392 | $4.0M |
| MML Investors Services, LLC | 0.01% | Add +23.2% | 78,412 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +20.4% | 71,879 | $3.6M |
| Flow Traders U.S. LLC | 0.12% | Add +446.1% | 71,282 | $3.6M |
| Summit Financial, LLC | 0.05% | Add +27.8% | 66,251 | $3.3M |
| Diversified Portfolios, Inc. | 0.27% | Add +163.7% | 63,765 | $3.2M |
| Arkadios Wealth Advisors | 0.06% | Reduce -0.4% | 55,000 | $2.8M |
| Wealthspan Partners, LLC | 0.94% | Reduce -7.4% | 51,463 | $2.6M |
| Cetera Investment Advisers | 0.00% | Reduce -5.8% | 50,111 | $2.5M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +7.6% | 48,239 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +29.7% | 46,401 | $2.3M |
| Oasis Advisors, LLC | 1.24% | — | 46,283 | $2.3M |
| Old Mission Capital LLC | 0.09% | New | 45,564 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +41.9% | 37,884 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | Add +26.2% | 36,986 | $1.9M |
| Nemes Rush Group LLC | 0.15% | Add +61.4% | 32,233 | $1.6M |
| BlueStem Wealth Partners, LLC | 0.16% | New | 29,488 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +72.9% | 28,602 | $1.4M |
| Citadel Advisors | 0.00% | New | 23,411 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +8.0% | 23,008 | $1.2M |
| McAdam, LLC | 0.05% | New | 20,364 | $1.0M |
| MBA Advisors LLC | 0.41% | Add +39.1% | 20,300 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 20,216 | $1.0M |
| Essex Financial Services, Inc. | 0.06% | Add +17.1% | 20,155 | $1.0M |
| Quadcap Wealth Management, LLC | 0.11% | Reduce -0.2% | 19,455 | $959K |
| Panoramic Investment Advisors, LLC | 0.51% | Add +1.3% | 18,659 | $940K |
| Genesis Private Wealth, LLC | 0.29% | Reduce -34.0% | 18,381 | $926K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4226.5% | 17,306 | $872K |
| FSA Advisors, Inc. | 0.59% | Add +96.0% | 16,915 | $852K |
| Arete Wealth Advisors, LLC | 0.05% | Add +4.4% | 15,656 | $789K |
| Milestones Private Investment Advisors LLC | 0.53% | Add +2.4% | 15,158 | $764K |
| HighTower Advisors, LLC | 0.00% | Add +1.2% | 14,308 | $721K |
| ORBA Wealth Advisors, L.L.C. | 0.56% | New | 12,876 | $649K |
| New England Private Wealth Advisors LLC | 0.08% | New | 12,056 | $607K |
| Kestra Advisory Services, LLC | 0.00% | Add +20.8% | 10,642 | $536K |
| Inspire Advisors, LLC | 0.04% | Add +13.3% | 8,720 | $439K |
| NewEdge Advisors, LLC | 0.00% | Add +53.8% | 8,644 | $435K |
| Private Advisor Group, LLC | 0.00% | Add +103.5% | 8,119 | $409K |
| Gateway Wealth Partners, LLC | 0.04% | New | 7,637 | $385K |
| BridgePort Financial Solutions, LLC | 0.09% | No change | 6,997 | $352K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.3% | 6,489 | $327K |
| PCM Encore, LLC | 0.07% | — | 6,278 | $316K |
| Brookwood Investment Group LLC | 0.04% | No change | 6,267 | $316K |
| Truist Financial Corp. | 0.00% | No change | 6,000 | $302K |
| Montis Financial, LLC | 0.06% | Add +1.3% | 5,687 | $286K |
| Benjamin Edwards Inc. | 0.00% | Add +32.1% | 5,296 | $267K |
| Howard Wealth Management, LLC | 0.11% | New | 5,016 | $253K |
| Nvest Financial, LLC | 0.10% | Add +1.0% | 5,008 | $252K |
| Valmark Advisers, Inc. | 0.00% | Add +1.0% | 4,885 | $246K |
| Advisory Services Network, LLC | 0.00% | Add +18.2% | 4,689 | $236K |
| Evergreen Wealth Partners LLC | 0.17% | — | 4,040 | $203K |
| Comerica Bank | 0.00% | Reduce -16.4% | 3,904 | $197K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 3,900 | $196K |
| AdvisorNet Financial, Inc | 0.01% | Add +17.4% | 2,830 | $143K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 2,569 | $129K |
| Creative Financial Designs Inc. | 0.01% | No change | 2,225 | $112K |
| US Bancorp \de | 0.00% | Add +7165.4% | 1,889 | $95K |
| Global Retirement Partners, LLC | 0.00% | Add +1.0% | 1,356 | $68K |
| Royal Bank of Canada | 0.00% | Add +102.2% | 835 | $42K |
| Princeton Global Asset Management LLC | 0.01% | Add +1.0% | 626 | $32K |
| JPMorgan Chase & Co. | 0.00% | New | 115 | $6K |
| Allworth Financial LP | 0.00% | New | 115 | $6K |
| FMR LLC | 0.00% | New | 1 | $50 |
"% 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.