EVSD
Eaton Vance Short Duration Income ETF · Financial Services · Asset Management - Bonds
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.9% ·
aandelenstroom +30.0% ·
netto nieuwe posities -6.2%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 7.93M | +35.0% | $404.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 7.93M | +35.0% | $404.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 7.93M | +35.0% | $404.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 7.93M | +35.0% | $404.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 7.93M | +35.0% | $404.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 7.93M | +35.0% | $404.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 1.45M | +97.7% | $74.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 1.45M | +97.7% | $74.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 1.01M | +35.5% | $51.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 481.91K | +179.9% | $24.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 481.91K | +179.9% | $24.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 359.30K | +271.0% | $18.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 337.63K | Nieuw | $17.20M | 0.0% | New | 1 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 186.37K | -18.6% | $9.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 129.92K | +0.1% | $6.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 129.92K | +0.1% | $6.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 129.92K | +0.1% | $6.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Royal Bank Of Canada | 129.92K | +0.1% | $6.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 126.98K | +204.0% | $6.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Assetmark, Inc | 65.95K | -9.1% | $3.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 58.41K | +55.2% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cetera Investment Advisers | 26.30K | +20.1% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Fifth Third Bancorp | 22.91K | Nieuw | $1.17M | 0.0% | New | 1 | SEC ↗ |
| 24 | Jane Street Group, Llc | 14.69K | -83.8% | $748,309 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 1.58K | Nieuw | $80,383 | 0.0% | New | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 700 | Nieuw | $35,718 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| 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% |
Verlaten
| 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% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 76 houders, 16.92M aandelen, $847.28M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.