EVSD
Eaton Vance Short Duration Income ETF · Financial Services · Asset Management - Bonds
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +7.9% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.87M | +12.4% | $302.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 2 | LPL Financial LLC | 746.00K | — | $38.38M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 734.68K | — | $37.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | HighTower Advisors, LLC | 228.90K | — | $11.78M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 172.15K | — | $8.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 129.81K | — | $6.68M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 7 | Envestnet Asset Management Inc | 96.85K | — | $4.98M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jane Street Group, Llc | 90.97K | — | $4.68M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mml Investors Services, Llc | 90.27K | — | $4.64M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Assetmark, Inc | 72.58K | — | $3.73M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 41.77K | — | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 37.63K | — | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 21.91K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 18.16K | -67.2% | $934,166 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 10.30K | — | $530,459 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Hrt Financial Lp | 6.16K | — | $317,000 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 212 | — | $10,906 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
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.