Who owns Eaton Vance Short Duration Municipal Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of EVSM from SEC Form 13F filings across 105 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, 105 institutions disclosed 8.9M shares of Eaton Vance Short Duration Municipal Income ETF worth $449.1M — about 120.3% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
105
13F holders
$449.1M
value, 2026 filers
120.3%
of shares outstanding (8.9M sh)
27
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 EVSM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3.5M | $178.6M | 0.0% | 47.8% | +0.9% |
| 2 | AMERIPRISE FINANCIAL INC | 898,046 | $45.2M | 0.0% | 12.1% | +7.4% |
| 3 | LPL Financial LLC | 735,098 | $37.0M | 0.0% | 9.9% | +35.4% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 313,014 | $15.7M | 0.0% | 4.2% | +8.9% |
| 5 | Garrett Wealth Advisory Group, LLC | 279,990 | $14.1M | 2.2% | 3.8% | +9.1% |
| 6 | &PARTNERS | 267,880 | $13.5M | 0.1% | 3.6% | +9.8% |
| 7 | Farther Finance Advisors, LLC | 208,495 | $10.5M | 0.1% | 2.8% | +30.9% |
| 8 | Sunflower Bank, N.A. | 196,868 | $9.9M | 2.4% | 2.7% | -1.3% |
| 9 | Tilson Financial Group, Inc. | 180,493 | $9.1M | 2.5% | 2.4% | +0.7% |
| 10 | Diversified Portfolios, Inc. | 150,334 | $7.6M | 0.5% | 2% | +85.0% |
| 11 | OSAIC HOLDINGS, INC. | 124,112 | $6.2M | 0.0% | 1.7% | +15.6% |
| 12 | Sanctuary Advisors, LLC | 105,711 | $5.3M | 0.0% | 1.4% | -5.4% |
| 13 | Rockefeller Capital Management L.P.NEW | 97,400 | $4.9M | 0.0% | 1.3% | new |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 86,721 | $4.4M | 0.0% | 1.2% | +45.6% |
| 15 | MML INVESTORS SERVICES, LLC | 70,973 | $3.6M | 0.0% | 1% | +36.5% |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 68,417 | $3.4M | 0.0% | 0.9% | +54.7% |
| 17 | Summit Financial, LLC | 67,820 | $3.4M | 0.0% | 0.9% | -10.0% |
| 18 | Arkadios Wealth Advisors | 54,116 | $2.7M | 0.0% | 0.7% | -0.2% |
| 19 | Per Stirling Capital Management, LLC.NEW | 53,927 | $2.7M | 0.3% | 0.7% | new |
| 20 | WEALTHSPAN PARTNERS, LLC | 53,492 | $2.7M | 0.8% | 0.7% | -8.4% |
| 21 | RAYMOND JAMES FINANCIAL INC | 50,358 | $2.5M | 0.0% | 0.7% | +521.2% |
| 22 | Rossby Financial, LCC | 47,335 | $2.4M | 0.4% | 0.6% | +13.7% |
| 23 | Stratos Investment Management, LLCNEW | 45,800 | $2.3M | 0.1% | 0.6% | new |
| 24 | Valmark Advisers, Inc. | 45,634 | $2.3M | 0.0% | 0.6% | +88.9% |
| 25 | Janney Montgomery Scott LLC | 45,336 | $2.3M | 0.0% | 0.6% | +8.8% |
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.