Who owns Eaton Vance Short Duration Income ETF?
Institutional ownership of EVSD from SEC Form 13F filings across 60 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.
60
13F holders
$815.1M
value, 2026 filers
152.2%
of shares outstanding (16.2M sh)
18
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 | Rockefeller Capital Management L.P. | 538,671 | $27.4M | 0.0% | 5% | +59.5% |
| 6 | D.A. DAVIDSON & CO. | 397,741 | $20.2M | 0.1% | 3.7% | +9.8% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 389,668 | $19.8M | 0.0% | 3.7% | +8.5% |
| 8 | HighTower Advisors, LLC | 244,937 | $12.5M | 0.0% | 2.3% | +31.4% |
| 9 | Nemes Rush Group LLC | 226,338 | $11.5M | 1.0% | 2.1% | +3.4% |
| 10 | Merit Financial Group, LLC | 171,458 | $8.7M | 0.1% | 1.6% | +107.7% |
| 11 | IHT Wealth Management, LLC | 157,002 | $8.0M | 0.2% | 1.5% | -1.3% |
| 12 | MGO ONE SEVEN LLC | 139,413 | $7.1M | 0.1% | 1.3% | -5.4% |
| 13 | Cambridge Investment Research Advisors, Inc. | 136,746 | $6,954 | 0.0% | 1.3% | +119.0% |
| 14 | ROYAL BANK OF CANADA | 136,217 | $6.9M | 0.0% | 1.3% | +4.8% |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 114,821 | $5.8M | 0.0% | 1.1% | -9.6% |
| 16 | Waverly Advisors, LLC | 103,919 | $5.3M | 0.0% | 1% | -3.1% |
| 17 | OSAIC HOLDINGS, INC. | 85,318 | $4.3M | 0.0% | 0.8% | +46.1% |
| 18 | Gateway Wealth Partners, LLC | 82,608 | $4.2M | 0.3% | 0.8% | -36.3% |
| 19 | Janney Montgomery Scott LLC | 77,410 | $3,937 | 0.0% | 0.7% | -61.8% |
| 20 | Dakota Wealth ManagementNEW | 74,239 | $3.8M | 0.1% | 0.7% | new |
| 21 | BANK OF AMERICA CORP /DE/NEW | 71,189 | $3.6M | 0.0% | 0.7% | new |
| 22 | PCM Encore, LLC | 69,240 | $3.5M | 0.6% | 0.6% | +36.7% |
| 23 | Cetera Investment Advisers | 68,425 | $3.5M | 0.0% | 0.6% | +160.2% |
| 24 | ASSETMARK, INC | 65,723 | $3.3M | 0.0% | 0.6% | -0.3% |
| 25 | Dynamic Advisor Solutions LLC | 53,018 | $2.7M | 0.1% | 0.5% | +43.9% |
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.