EVSD
Eaton Vance Short Duration Income ETF · Financial Services · Asset Management - Bonds
Momentum inputs (comparable managers):
holder breadth -5.9% ·
share flow +30.0% ·
net new positions -6.2%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 7.93M | +35.0% | $404.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 2 | Ameriprise Financial Inc | 1.45M | +97.7% | $74.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 1.01M | +35.5% | $51.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 481.91K | +179.9% | $24.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Envestnet Asset Management Inc | 359.30K | +271.0% | $18.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Rockefeller Capital Management L.P. | 337.63K | New | $17.20M | 0.0% | New | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 186.37K | -18.6% | $9.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 129.92K | +0.1% | $6.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 9 | Commonwealth Equity Services, Llc | 126.98K | +204.0% | $6.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Assetmark, Inc | 65.95K | -9.1% | $3.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 58.41K | +55.2% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 26.30K | +20.1% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Fifth Third Bancorp | 22.91K | New | $1.17M | 0.0% | New | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 14.69K | -83.8% | $748,309 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 1.58K | New | $80,383 | 0.0% | New | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 700 | New | $35,718 | 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
| Rockefeller Capital… | $17.20M | 0.0% |
| Fifth Third Bancorp | $1.17M | 0.0% |
| Northwestern Mutual Wealth… | $80,383 | 0.0% |
| JPMorgan Chase | $35,718 | 0.0% |
Exited
| Mml Investors Services, Llc | $4.64M | was 0.0% |
| Citadel Advisors | $934,166 | was 0.0% |
| Wealth Enhancement Advisory… | $530,459 | was 0.0% |
| Hrt Financial Lp | $317,000 | was 0.0% |
| Wells Fargo & Company/Mn | $10,906 | was 0.0% |
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.