Who owns Eaton Vance Short Duration Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of EVSD from SEC Form 13F filings across 86 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 86 institutions disclosed 18.9M shares of Eaton Vance Short Duration Income ETF worth $959.2M — about 176.7% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
86
13F holders
$959.2M
value, 2026 filers
176.7%
of shares outstanding (18.9M sh)
19
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of EVSD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 8.9M | $451.6M | 0.0% | 83.2% | +12.0% |
| 2 | AMERIPRISE FINANCIAL INC | 1.7M | $85.6M | 0.0% | 15.8% | +16.0% |
| 3 | LPL Financial LLC | 1.5M | $74.2M | 0.0% | 13.7% | +44.3% |
| 4 | RAYMOND JAMES FINANCIAL INC | 575,254 | $29.3M | 0.0% | 5.4% | +19.4% |
| 5 | Per Stirling Capital Management, LLC. | 542,407 | $27.6M | 2.6% | 5.1% | +60.0% |
| 6 | Rockefeller Capital Management L.P. | 538,671 | $27.4M | 0.0% | 5% | +59.5% |
| 7 | D.A. DAVIDSON & CO. | 397,741 | $20.2M | 0.1% | 3.7% | +9.8% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 389,668 | $19.8M | 0.0% | 3.7% | +8.5% |
| 9 | Blue Water Asset Management | 348,359 | $17.7M | 5.7% | 3.3% | +5.8% |
| 10 | Tilson Financial Group, Inc. | 338,935 | $17.2M | 4.7% | 3.2% | +2.3% |
| 11 | Prism Advisors, Inc. | 311,981 | $15.9M | 3.9% | 2.9% | +4.3% |
| 12 | Platform Technology Partners | 289,968 | $14.7M | 2.4% | 2.7% | +11.4% |
| 13 | HighTower Advisors, LLC | 244,937 | $12.5M | 0.0% | 2.3% | +31.4% |
| 14 | Nemes Rush Group LLC | 226,338 | $11.5M | 1.0% | 2.1% | +3.4% |
| 15 | IHT Wealth Management, LLC | 157,002 | $8.0M | 0.2% | 1.5% | -1.3% |
| 16 | Clear Trail Advisors, LLC | 147,544 | $7.5M | 1.1% | 1.4% | +10.5% |
| 17 | MGO ONE SEVEN LLC | 139,413 | $7.1M | 0.1% | 1.3% | -5.4% |
| 18 | Private Advisor Group, LLC | 137,764 | $7.0M | 0.0% | 1.3% | +12.0% |
| 19 | ROYAL BANK OF CANADA | 136,217 | $6.9M | 0.0% | 1.3% | +4.8% |
| 20 | WEALTHSPAN PARTNERS, LLC | 130,753 | $6.6M | 2.1% | 1.2% | +1.0% |
| 21 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 121,407 | $6.2M | 0.9% | 1.1% | +178.8% |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 114,821 | $5.8M | 0.0% | 1.1% | -9.6% |
| 23 | Waverly Advisors, LLC | 103,919 | $5.3M | 0.0% | 1% | -3.1% |
| 24 | Merit Financial Group, LLC | 85,729 | $4.4M | 0.0% | 0.8% | +3.9% |
| 25 | OSAIC HOLDINGS, INC. | 85,318 | $4.3M | 0.0% | 0.8% | +46.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.