EVSD
Eaton Vance Short Duration Income ETF · Financial Services · Asset Management - Bonds
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +17.6% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 8.88M | +12.0% | $451.65M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 2 | Ameriprise Financial Inc | 1.68M | +16.0% | $85.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 1.46M | +44.3% | $74.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 575.25K | +19.4% | $29.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Rockefeller Capital Management L.P. | 538.67K | +59.5% | $27.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 389.67K | +8.4% | $19.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 244.94K | +31.4% | $12.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 136.22K | +4.8% | $6.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 9 | Commonwealth Equity Services, Llc | 114.82K | -9.6% | $5.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 85.32K | +46.1% | $4.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 71.19K | New | $3.62M | 0.0% | New | 1 | SEC ↗ ×2 |
| 12 | Cetera Investment Advisers | 68.42K | +160.2% | $3.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Assetmark, Inc | 65.72K | -0.3% | $3.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Fifth Third Bancorp | 22.24K | -2.9% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Jane Street Group, Llc | 12.36K | -15.9% | $628,568 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 5.26K | New | $267,521 | 0.0% | New | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 3.79K | +140.2% | $192,791 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 2.46K | New | $124,900 | 0.0% | New | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 700 | 0.0% | $35,774 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 167 | New | $8,493 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Bank Of America Corp /De/ | $3.62M | 0.0% |
| Mml Investors Services, Llc | $267,521 | 0.0% |
| Pnc Financial Services Group… | $124,900 | 0.0% |
| Wells Fargo & Company/Mn | $8,493 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 76 holders, 16.92M shares, $847.28M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.