Eaton Vance SHRT Dur MuniEVSMETF
13F holders, Q1 2026 (March 31)93holders +18
25new positions
7sold out
1famous investor
$45.92avg. 13F price*
At the end of Q1 2026, 93 institutions reported holding Eaton Vance SHRT Dur Muni (EVSM) in their 13F filings, up 18 from Q4 2025. 25 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($176.6M), Ameriprise Financial Inc. ($42.0M) and LPL Financial LLC ($27.3M). 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 (Q1 2026)
- CUSIP
- 61774R858
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $18.3M |
| Exits | 7 | $924K |
All 13F filers, Q4 2025 → Q1 2026: 2,568,117 shares bought and 318,451 shares sold, net +2,249,666 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 93 holders
| Morgan Stanley | 0.01% | Add +16.9% | 3,518,497 | $176.6M |
| Ameriprise Financial Inc. | 0.01% | Add +45.0% | 835,804 | $42.0M |
| LPL Financial LLC | 0.01% | Add +114.3% | 543,001 | $27.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.7% | 287,303 | $14.4M |
| Garrett Wealth Advisory Group, LLC | 2.29% | Add +4.5% | 256,680 | $12.9M |
| &partners | 0.06% | Add +16.9% | 243,867 | $12.3M |
| Sunflower Bank, N.A. | 2.55% | Add +4.6% | 199,520 | $10.0M |
| Tilson Financial Group, Inc. | 2.70% | Add +1.7% | 179,313 | $9.0M |
| Farther Finance Advisors, LLC | 0.08% | Add +42.1% | 159,336 | $8.0M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -0.6% | 111,715 | $5.6M |
| Osaic Holdings, Inc. | 0.01% | Add +35.2% | 107,318 | $5.4M |
| Diversified Portfolios, Inc. | 0.34% | Add +27.4% | 81,241 | $4.1M |
| Summit Financial, LLC | 0.05% | Add +13.7% | 75,351 | $3.8M |
| Oasis Advisors, LLC | 0.68% | Add +1703.7% | 834,792 | $3.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +244.1% | 59,551 | $3.0M |
| Wealthspan Partners, LLC | 1.03% | Add +13.5% | 58,396 | $2.9M |
| Elequin Capital, LP | 0.88% | New | 56,315 | $2.8M |
| Arkadios Wealth Advisors | 0.04% | Reduce -1.4% | 54,223 | $2.7M |
| MML Investors Services, LLC | 0.01% | Reduce -33.7% | 52,008 | $2.6M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +1.6% | 49,017 | $2.5M |
| Flow Traders U.S. LLC | 0.07% | Reduce -35.5% | 46,012 | $2.3M |
| Bessemer Group Inc. | 0.00% | New | 45,842 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.7% | 44,214 | $2.2M |
| Nemes Rush Group LLC | 0.21% | Add +36.6% | 44,019 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +12.6% | 41,656 | $2.1M |
| Rossby Financial, LCC | 0.44% | New | 41,624 | $2.1M |
| Old Mission Capital LLC | 0.05% | Reduce -9.0% | 41,454 | $2.1M |
| McAdam, LLC | 0.09% | Add +102.0% | 41,143 | $2.1M |
| Cetera Investment Advisers | 0.00% | Reduce -18.9% | 40,653 | $2.0M |
| Integrated Wealth Concepts LLC | 0.01% | New | 36,659 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -64.0% | 35,255 | $1.8M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +18.1% | 33,773 | $1.7M |
| Asset Allocation Strategies LLC | 0.29% | New | 32,598 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -56.3% | 31,390 | $1.6M |
| BlueStem Wealth Partners, LLC | 0.16% | Reduce -2.4% | 28,783 | $1.4M |
| Gateway Wealth Partners, LLC | 0.06% | Add +271.8% | 28,392 | $1.4M |
| Savvy Advisors, Inc. | 0.04% | New | 26,916 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +85.5% | 26,546 | $1.3M |
| Essex Financial Services, Inc. | 0.07% | Add +27.5% | 25,705 | $1.3M |
| Valmark Advisers, Inc. | 0.01% | Add +394.4% | 24,154 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.5% | 23,111 | $1.2M |
| WNY Asset Management, LLC | 0.11% | — | 21,235 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | New | 20,961 | $1.1M |
| MBA Advisors LLC | 0.40% | Add +2.8% | 20,861 | $1.0M |
| Panoramic Investment Advisors, LLC | 0.51% | Add +1.7% | 18,968 | $952K |
| FSA Advisors, Inc. | 0.63% | Add +12.1% | 18,955 | $951K |
| Citadel Advisors | 0.00% | Reduce -21.3% | 18,422 | $925K |
| Quadcap Wealth Management, LLC | 0.10% | Reduce -9.4% | 17,623 | $884K |
| Susquehanna International Group, LLP | 0.00% | New | 16,424 | $824K |
| Atria Investments, Inc | 0.01% | Reduce -82.4% | 16,352 | $821K |
| Arete Wealth Advisors, LLC | 0.06% | Add +4.1% | 16,298 | $818K |
| Milestones Private Investment Advisors LLC | 0.67% | Add +0.4% | 15,212 | $763K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -67.8% | 14,952 | $750K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -31.5% | 13,840 | $695K |
| Financial Solutions Advisory Group, Inc. | 0.09% | — | 13,500 | $678K |
| Genesis Private Wealth, LLC | 0.21% | Reduce -27.5% | 13,323 | $669K |
| New England Private Wealth Advisors LLC | 0.07% | Add +5.7% | 12,745 | $640K |
| Advisory Services Network, LLC | 0.01% | Add +163.4% | 12,350 | $620K |
| PCM Encore, LLC | 0.13% | Add +95.7% | 12,288 | $617K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.4% | 10,688 | $536K |
| ORBA Wealth Advisors, L.L.C. | 0.59% | Reduce -23.1% | 9,898 | $497K |
| Parsons Capital Management Inc. | 0.02% | New | 9,721 | $488K |
| Bank of America Corp. | 0.00% | New | 9,370 | $470K |
| NewEdge Advisors, LLC | 0.00% | Add +4.5% | 9,034 | $453K |
| Inspire Advisors, LLC | 0.04% | No change | 8,720 | $438K |
| Independent Advisor Alliance | 0.00% | New | 8,705 | $437K |
| Private Advisor Group, LLC | 0.00% | Add +5.1% | 8,534 | $428K |
| Fifth Third Bancorp | 0.00% | New | 8,149 | $409K |
| Raymond James Financial Inc. | 0.00% | New | 8,106 | $407K |
| Truist Financial Corp. | 0.00% | Add +33.0% | 7,981 | $401K |
| M&T Bank Corp | 0.00% | New | 7,751 | $389K |
| Creative Financial Designs Inc. | 0.02% | Add +220.2% | 7,125 | $358K |
| BridgePort Financial Solutions, LLC | 0.10% | No change | 6,997 | $351K |
| Brookwood Investment Group LLC | 0.04% | No change | 6,267 | $315K |
| Benjamin Edwards Inc. | 0.00% | Add +4.1% | 5,513 | $277K |
| Howard Wealth Management, LLC | 0.11% | Add +6.2% | 5,329 | $267K |
| Titleist Asset Management, LLC | 0.02% | New | 5,065 | $254K |
| Nvest Financial, LLC | 0.09% | Add +0.5% | 5,031 | $252K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 4,975 | $250K |
| Whitaker-Myers Wealth Managers, LTD. | 0.05% | New | 4,945 | $248K |
| Chokshi & Queen Wealth Advisors, Inc | 0.13% | New | 4,786 | $240K |
| Synergy Investment Management, LLC | 0.07% | New | 4,028 | $202K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,900 | $196K |
| Harbour Investments, Inc. | 0.00% | New | 3,726 | $187K |
| AE Wealth Management LLC | 0.00% | New | 3,187 | $160K |
| Jones Financial Companies LLLP | 0.00% | New | 3,104 | $156K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -5.3% | 2,680 | $135K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 2,569 | $129K |
| Aptus Capital Advisors, LLC | 0.00% | New | 1,504 | $75K |
| Royal Bank of Canada | 0.00% | Add +68.4% | 1,406 | $71K |
| IFP Advisors, Inc | 0.00% | New | 700 | $35K |
| Princeton Global Asset Management LLC | 0.01% | Add +0.5% | 629 | $32K |
| UBS Group AG | 0.00% | New | 50 | $3K |
"% 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.