EVSD · Eaton Vance Short Duration Income ETF

$50.88 -0.02 (-0.04%) At close · Aug 14

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 33

Total Value: $683,122,019

Total Shares: 13,432,741

Institutional Ownership Trend

9 quarters

Holder Concentration

Across 33 13F filers · Δ vs Mar 31, 2026

Top Holder

66.1%

+19.2 pts

Top 5

91.0%

+24.6 pts

Top 10

96.3%

+19.8 pts

HHI

4,587

Highly concentrated+2,225

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -44

Institutional value: -20.7%

Shares held: -20.6%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega MORGAN STANLEY	+949,344	8,881,070
Mega AMERIPRISE FINANCIAL INC	+232,536	1,684,715
Small Per Stirling Capital Management, LLC.	+203,373	542,407
Large Rockefeller Capital Management L.P.	+201,042	538,671
Mega RAYMOND JAMES FINANCIAL INC	+93,348	575,254

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large Sanctuary Advisors, LLC	−41,991	20,316
Small FWG Holdings, LLC	−19,216	64,539
Small StoneX Group Inc.	−5,030	5,819
Mid Waverly Advisors, LLC	−3,375	103,919
Mega JANE STREET GROUP, LLC	−2,330	12,360

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega BANK OF AMERICA CORP /DE/	71,189	$3,620,316
Mid Stratos Wealth Partners, LTD.	27,114	$1,378,882
Mid OLD MISSION CAPITAL LLC	10,247	$521,111
Large NewEdge Advisors, LLC	8,536	$434,098
Large &PARTNERS	4,842	$246,239

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega LPL Financial LLC	1,010,648	$51,482,409
Mid D.A. DAVIDSON & CO.	362,147	$18,447,768
Mega ENVESTNET ASSET MANAGEMENT INC	359,302	$18,302,843
Micro Tilson Financial Group, Inc.	331,240	$16,873,365
Micro Blue Water Asset Management	329,166	$16,767,716

Filter: New 8 Increased 14 Reduced 8 Sold out 52 Unchanged 3

Showing 33 of 33

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

MORGAN STANLEY

$451,646,813

66.12%

8,881,070

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY CAPITAL SERVICES, LLC	23,924	$1,216,655	0.3%	Defined
MORGAN STANLEY INVESTMENT MANAGEMENT INC	235,001	$11,950,975	2.6%	Defined
MORGAN STANLEY SMITH BARNEY LLC	7,526,145	$382,742,103	84.7%	Defined
EATON VANCE MANAGEMENT	811,000	$41,243,405	9.1%	Defined
BOSTON MANAGEMENT & RESEARCH	285,000	$14,493,675	3.2%	Defined

AMERIPRISE FINANCIAL INC

$85,676,179

12.54%

1,684,715

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	99	$5,034	0.0%	Defined
Ameriprise Financial Services, LLC	1,682,222	$85,549,399	99.9%	Defined
Ameriprise Bank, FSB	2,394	$121,746	0.1%	Defined

RAYMOND JAMES FINANCIAL INC

$29,254,541

4.28%

575,254

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	170,823	$8,687,203	29.7%	Defined
Raymond James Financial Services Advisors, Inc.	404,431	$20,567,338	70.3%	Defined

Per Stirling Capital Management, LLC.

$27,584,107

4.04%

542,407

Rockefeller Capital Management L.P.

$27,394,113

4.01%

538,671

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	538,671	$27,394,113	100.0%	Defined

Nemes Rush Group LLC

$11,510,418

1.68%

226,338

IHT Wealth Management, LLC

$7,984,336

1.17%

157,002

ROYAL BANK OF CANADA

$6,927,313

1.01%

136,217

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	753	$38,293	0.6%	Defined
RBC Dominion Securities Inc.	133,483	$6,788,277	98.0%	Defined
RBC Phillips, Hager & North Investment Counsel Inc.	600	$30,513	0.4%	Defined
RBC Trust Co (Delaware) Ltd	1,381	$70,230	1.0%	Defined

Waverly Advisors, LLC

$5,284,800

0.77%

103,919

OSAIC HOLDINGS, INC.

$4,338,846

0.64%

85,318

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	85,318	$4,338,846	100.0%	Defined

BANK OF AMERICA CORP /DE/

$3,620,316

0.53%

71,189

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	29,254	$1,487,712	41.1%	Defined
MANAGED ACCOUNT ADVISORS LLC	41,935	$2,132,604	58.9%	Defined

PCM Encore, LLC

$3,521,200

0.52%

69,240

Cetera Investment Advisers

$3,479,753

0.51%

68,425

FWG Holdings, LLC

$3,282,130

0.48%

64,539

LIBERTY ONE INVESTMENT MANAGEMENT, LLC

$3,051,910

0.45%

60,012

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Vident Advisory, LLC	60,012	$3,051,910	100.0%	Defined

SAM Advisors, LLC

$2,355,552

0.34%

46,319

Stratos Wealth Partners, LTD.

$1,378,882

0.20%

27,114

Sanctuary Advisors, LLC

$1,033,170

0.15%

20,316

WBI INVESTMENTS, LLC

$679,370

0.10%

13,359

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MILLINGTON SECURITIES, LLC	8,021	$407,907	60.0%	Defined
Held directly	5,338	$271,463	40.0%	Sole

JANE STREET GROUP, LLC

$628,567

0.09%

12,360

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	12,360	$628,567	100.0%	Defined

OLD MISSION CAPITAL LLC

$521,111

0.08%

10,247

NewEdge Advisors, LLC

$434,098

0.06%

8,536

StoneX Group Inc.

$295,925

0.04%

5,819

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
StoneX Advisors Inc. joint	5,819	$295,925	100.0%	Defined

&PARTNERS

$246,239

0.04%

4,842

Advisory Services Network, LLC

$235,916

0.03%

4,639

Core Wealth Advisors, Inc.

$222,643

0.03%

4,378

Note Advisors, LLC

$221,931

0.03%

4,364

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$192,791

0.03%

3,791

JPMORGAN CHASE & CO

$35,598

0.01%

700

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	700	$35,598	100.0%	Other

Ameritas Advisory Services, LLC

$32,089

0.00%

631

Steward Partners Investment Advisory, LLC

$26,495

0.00%

521

MERCER GLOBAL ADVISORS INC /ADV

$16,375

0.00%

322

WELLS FARGO & COMPANY/MN

$8,492

0.00%

167

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	167	$8,492	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	22,907	$1,166,882	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
LINCOLN INVESTMENT PLANNING, LLC	3,762	$191,636	71.7%	Defined
Held directly	1,483	$75,544	28.3%	Defined

Key facts CIK 1861853 CUSIP 61774R825 13F (30d) 33 filings 33 filers