EVSD Eaton Vance Short Duration Income ETF
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Institutional owners (13F) 87 filers · $385.4M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 18 (-4 vs prior Q) | 10 (+4 vs prior Q) | 37 (+2 vs prior Q) | 26 (+12 vs prior Q) | +406K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| LPL Financial LLC | $74,165,085 | 1,458,364 | 19.24% | Shares |
| Per Stirling Capital Management, LLC. | $27,584,097 | 542,407 | 7.16% | Shares |
| Rockefeller Capital Management L.P. | $27,394,141 | 538,671 | 7.11% | Shares |
| D.A. DAVIDSON & CO. | $20,227,149 | 397,741 | 5.25% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $19,816,550 | 389,668 | 5.14% | Shares |
| Blue Water Asset Management | $17,715,784 | 348,359 | 4.60% | Shares |
| Tilson Financial Group, Inc. | $17,236,522 | 338,935 | 4.47% | Shares |
| Prism Advisors, Inc. | $15,865,795 | 311,981 | 4.12% | Shares |
| Platform Technology Partners | $14,746,341 | 289,968 | 3.83% | Shares |
| HighTower Advisors, LLC | $12,456,291 | 244,937 | 3.23% | Shares |
| Nemes Rush Group LLC | $11,510,395 | 226,338 | 2.99% | Shares |
| RAYMOND JAMES FINANCIAL INC | $8,687,211 | 170,823 | 2.25% | Shares |
| IHT Wealth Management, LLC | $7,984,332 | 157,002 | 2.07% | Shares |
| Clear Trail Advisors, LLC | $7,503,368 | 147,544 | 1.95% | Shares |
| MGO ONE SEVEN LLC | $7,089,860 | 139,413 | 1.84% | Shares |
| Private Advisor Group, LLC | $7,006,004 | 137,764 | 1.82% | Shares |
| WEALTHSPAN PARTNERS, LLC | $6,649,431 | 130,753 | 1.73% | Shares |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $6,174,154 | 121,407 | 1.60% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $5,839,220 | 114,821 | 1.51% | Shares |
| Waverly Advisors, LLC | $5,284,793 | 103,919 | 1.37% | Shares |
| Merit Financial Group, LLC | $4,359,748 | 85,729 | 1.13% | Shares |
| OSAIC HOLDINGS, INC. | $4,339,295 | 85,318 | 1.13% | Shares |
| Gateway Wealth Partners, LLC | $4,201,038 | 82,608 | 1.09% | Shares |
| Systelligence, LLC | $3,835,332 | 75,417 | 1.00% | Shares |
| Dakota Wealth Management | $3,775,437 | 74,239 | 0.98% | Shares |
| PCM Encore, LLC | $3,521,195 | 69,240 | 0.91% | Shares |
| Cetera Investment Advisers | $3,479,722 | 68,425 | 0.90% | Shares |
| ASSETMARK, INC | $3,342,343 | 65,723 | 0.87% | Shares |
| FWG Holdings, LLC | $3,273,740 | 64,539 | 0.85% | Shares |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | $3,051,910 | 60,012 | 0.79% | Shares |
| Dynamic Advisor Solutions LLC | $2,696,228 | 53,018 | 0.70% | Shares |
| SAM Advisors, LLC | $2,355,541 | 46,319 | 0.61% | Shares |
| Opal Wealth Advisors, LLC | $1,974,293 | 38,822 | 0.51% | Shares |
| BANK OF AMERICA CORP /DE/ | $1,487,712 | 29,254 | 0.39% | Shares |
| Stratos Wealth Partners, LTD. | $1,378,883 | 27,114 | 0.36% | Shares |
| WNY Asset Management, LLC | $1,274,274 | 25,057 | 0.33% | Shares |
| MORGAN STANLEY | $1,216,656 | 23,924 | 0.32% | Shares |
| FIFTH THIRD BANCORP | $1,131,117 | 22,242 | 0.29% | Shares |
| Sanctuary Advisors, LLC | $1,033,170 | 20,316 | 0.27% | Shares |
| Savvy Advisors, Inc. | $845,417 | 16,624 | 0.22% | Shares |
| JANE STREET GROUP, LLC | $628,568 | 12,360 | 0.16% | Shares |
| FIRST AMERICAN BANK | $562,456 | 11,060 | 0.15% | Shares |
| STEPHENS INC /AR/ | $539,622 | 10,611 | 0.14% | Shares |
| OLD MISSION CAPITAL LLC | $521,111 | 10,247 | 0.14% | Shares |
| Center for Financial Planning, Inc. | $498,888 | 9,810 | 0.13% | Shares |
| Cherry Creek Investment Advisors, Inc. | $455,257 | 8,952 | 0.12% | Shares |
| First Heartland Consultants, Inc. | $450,677 | 8,862 | 0.12% | Shares |
| NorthLanding Financial Partners, LLC | $448,613 | 8,821 | 0.12% | Shares |
| NewEdge Advisors, LLC | $434,099 | 8,536 | 0.11% | Shares |
| MMA ASSET MANAGEMENT LLC | $417,825 | 8,216 | 0.11% | Shares |
| WBI INVESTMENTS, LLC | $407,908 | 8,021 | 0.11% | Shares |
| Sovran Advisors, LLC | $405,999 | 7,992 | 0.11% | Shares |
| STUDIO INVESTMENT MANAGEMENT LLC | $390,853 | 7,657 | 0.10% | Shares |
| COMERICA BANK | $388,348 | 7,549 | 0.10% | Shares |
| Gladstone Institutional Advisory LLC | $387,413 | 7,618 | 0.10% | Shares |
| Stonebridge Financial Group, LLC / MO | $377,609 | 7,425 | 0.10% | Shares |
| DAVENPORT & Co LLC | $375,310 | 7,380 | 0.10% | Shares |
| PFG Advisors | $330,405 | 6,497 | 0.09% | Shares |
| Strategic Financial Concepts, LLC | $320,895 | 6,310 | 0.08% | Shares |
| BOS Asset Management, LLC | $307,063 | 6,038 | 0.08% | Shares |
| Wealthcare Advisory Partners LLC | $302,882 | 5,956 | 0.08% | Shares |
| StoneX Group Inc. | $296,829 | 5,819 | 0.08% | Shares |
| Chicago Partners Investment Group LLC | $273,350 | 5,394 | 0.07% | Shares |
| MML INVESTORS SERVICES, LLC | $267,521 | 5,260 | 0.07% | Shares |
| &PARTNERS | $246,243 | 4,842 | 0.06% | Shares |
| Advisory Services Network, LLC | $235,916 | 4,639 | 0.06% | Shares |
| Core Wealth Advisors, Inc. | $222,643 | 4,378 | 0.06% | Shares |
| Note Advisors, LLC | $221,931 | 4,364 | 0.06% | Shares |
| Cape Investment Advisory, Inc. | $215,237 | 4,232 | 0.06% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $192,791 | 3,791 | 0.05% | Shares |
| IFP Advisors, Inc | $185,417 | 3,646 | 0.05% | Shares |
| Global Retirement Partners, LLC | $150,665 | 2,963 | 0.04% | Shares |
| PNC Financial Services Group, Inc. | $124,900 | 2,456 | 0.03% | Shares |
| Farther Finance Advisors, LLC | $110,982 | 2,182 | 0.03% | Shares |
| ROYAL BANK OF CANADA | $70,000 | 1,381 | 0.02% | Shares |
| JPMORGAN CHASE & CO | $35,774 | 700 | 0.01% | Shares |
| Ameritas Advisory Services, LLC | $32,093 | 631 | 0.01% | Shares |
| PRIVATE TRUST CO NA | $30,055 | 591 | 0.01% | Shares |
| Steward Partners Investment Advisory, LLC | $26,495 | 521 | 0.01% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $16,375 | 322 | 0.00% | Shares |
| WELLS FARGO & COMPANY/MN | $8,493 | 167 | 0.00% | Shares |
| WEBSTER BANK, N. A. | $7,781 | 153 | 0.00% | Shares |
| AMERIPRISE FINANCIAL INC | $5,053 | 99 | 0.00% | Shares |
| Janney Montgomery Scott LLC | $3,937 | 77,410 | 0.00% | Shares |
| Cambridge Investment Research Advisors, Inc. | $3,477 | 68,373 | 0.00% | Shares |
| Basepoint Wealth LLC | $2,848 | 56 | 0.00% | Shares |
| Capital Analysts, LLC | $200 | 3,927 | 0.00% | Shares |