EVSD institutional holders

Eaton Vance Short Duration Income ETF · 87 reporting institutions · $952.6M reported value

Funds that can replace EVSD · EVSD return decomposition

Institutional holdings

Institutions reporting EVSD, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$451.6M23,1852026-06-30
Ameriprise Financial Inc$85.6M02026-06-30
Lpl Financial LLC$74.2M23,4582026-06-30
Raymond James Financial Inc$29.3M02026-06-30
Per Stirling Capital Management, Llc.$27.6M312026-06-30
Rockefeller Capital Management LP$27.4M3462026-06-30
D.A. Davidson & Co.$20.2M6892026-06-30
Envestnet Pmc$19.8M602026-06-30
Blue Water Asset Management$17.7M72026-06-30
Tilson Financial Group Inc$17.2M72026-06-30
Prism Advisors, Inc.$15.9M52026-06-30
Platform Technology Partners$14.7M102026-06-30
Hightower Advisors, LLC$12.5M1,0462026-06-30
Nemes Rush Group LLC$11.5M92026-06-30
Iht Wealth Management LLC$8M1592026-06-30
Clear Trail Advisors, LLC$7.5M52026-06-30
Mgo One Seven LLC$7.1M1182026-06-30
Private Advisor Group, LLC$7M9272026-06-30
Royal Bank of Canada$6.9M02026-06-30
Wealthspan Partners, LLC$6.6M52026-06-30
Prevail Innovative Wealth Advisors, LLC$6.2M302026-06-30
Commonwealth Equity Services, LLC$5.8M2,8632026-06-30
Waverly Advisors, LLC$5.3M2312026-06-30
Merit Financial Group, LLC$4.4M2952026-06-30
Osaic Holdings, Inc.$4.3M02026-06-30
Gateway Wealth Partners, LLC$4.2M1012026-06-30
Systelligence, LLC$3.8M32026-06-30
Dakota Wealth Management$3.8M02026-06-30
Bank of America Corp /de$3.6M02026-06-30
Pcm Encore, LLC$3.5M102026-06-30
Cetera Investment Advisers$3.5M10,3702026-06-30
Assetmark, Inc$3.3M2202026-06-30
Fwg Holdings, LLC$3.3M62026-06-30
Liberty One Investment Management, LLC$3.1M152026-06-30
Dynamic$2.7M752026-06-30
Sierra Asset Management$2.4M12026-06-30
Opal Wealth Advisors, LLC$2M102026-06-30
Stratos Wealth Partners, Ltd.$1.4M3862026-06-30
Wny Asset Management, LLC$1.3M292026-06-30
Fifth Third Bancorp$1.1M02026-06-30
Sanctuary Advisors, LLC$1M4012026-06-30
Comerica Bank$950.6K02025-12-31
Savvy Advisors, Inc.$845.4K2142026-06-30
Millington Securities, LLC$747.3K02026-03-31
Wbi Investments, LLC$679.4K32026-06-30
Jane Street Group, LLC$628.6K02026-06-30
First American Bank$562.5K02026-06-30
Stephens Inc /ar$539.6K2432026-06-30
Old Mission Capital LLC$521.1K02026-06-30
Center for Financial Planning Inc$498.9K172026-06-30
Cherry Creek Investment Advisors, Inc.$455.3K22026-06-30
First Heartland Consultants, Inc.$450.7K992026-06-30
Northlanding Financial Partners, LLC$448.6K22026-06-30
Newedge Advisors$434.1K6012026-06-30
Mma Asset Management LLC$417.8K202026-06-30
Sovran Advisors, LLC$406K702026-06-30
Studio Investment Management LLC$390.9K42026-06-30
Gladstone Institutional Advisory LLC$387.4K1082026-06-30
Stonebridge Financial Group, LLC / Mo$377.6K02026-06-30
Davenport & Co LLC$375.3K3392026-06-30
Pfg Advisors$330.4K832026-06-30
Strategic Financial Concepts, LLC$320.9K402026-06-30
Bos Asset Management, LLC$307.1K102026-06-30
Wealthcare Advisory Partners LLC$302.9K1702026-06-30
Stonex Group Inc.$296.8K02026-06-30
Chicago Partners Investment Group LLC$273.4K572026-06-30
MML Investors Services, LLC$267.5K5,1202026-06-30
&partners$246.2K5552026-06-30
Advisory Services Network$235.9K2532026-06-30
Core Wealth Advisors, Inc.$222.6K112026-06-30
Note Advisors, LLC$221.9K62026-06-30
Cape Investment Advisory, Inc.$215.2K352026-06-30
Northwestern Mutual Wealth Management Co$192.8K02026-06-30
Ifp Advisors, Inc$185.4K3182026-06-30
Global Retirement Partners LLC$150.7K4912026-06-30
PNC Financial Services Group, Inc.$124.9K02026-06-30
Farther Finance Advisors, LLC$111K3342026-06-30
Jpmorgan Chase & Co$35.8K02026-06-30
Ameritas Advisory Services, LLC$32.1K5502026-06-30
Private Trust Co NA$30.1K02026-06-30
Steward Partners Investment Advisory, LLC$26.5K4812026-06-30
Wells Fargo & Company/mn$8.5K02026-06-30
Webster Bank, N. A.$7.8K02026-06-30
Janney Montgomery Scott LLC$3.9K1,3422026-06-30
Cambridge Investment Research Advisors, Inc.$3.2K3,9402026-03-31
Basepoint Wealth LLC$2.8K132026-06-30
Capital Analysts, LLC$2756082026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30