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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | +4 | 14.36M | $730.30M | +4 | — |
| Q1 2026 | 16 | -1 | 12.21M | $621.90M | +4 | −5 |
| Q4 2025 | 17 | 0 | 8.37M | $430.66M | — | — |
| Q3 2025 | 2 | +1 | 5.28M | $271.42M | +1 | — |
| Q4 2024 | 1 | 0 | 39.82K | $2.01M | — | — |
| Q3 2024 | 1 | +1 | 5.40K | $275,226 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.87M | +12.4% | $302.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 5.87M | +12.4% | $302.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 5.87M | +12.4% | $302.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 5.87M | +12.4% | $302.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 5.87M | +12.4% | $302.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 5.87M | +12.4% | $302.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 746.00K | — | $38.38M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 734.68K | — | $37.79M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 734.68K | — | $37.79M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 228.90K | — | $11.78M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 172.15K | — | $8.86M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 172.15K | — | $8.86M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 129.81K | — | $6.68M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 129.81K | — | $6.68M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 129.81K | — | $6.68M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 129.81K | — | $6.68M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 96.85K | — | $4.98M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jane Street Group, Llc | 90.97K | — | $4.68M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 90.27K | — | $4.64M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Assetmark, Inc | 72.58K | — | $3.73M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 41.77K | — | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 37.63K | — | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cetera Investment Advisers | 21.91K | — | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 18.16K | -67.2% | $934,166 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 10.30K | — | $530,459 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Hrt Financial Lp | 6.16K | — | $317,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | 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.