EVSD Eaton Vance Short Duration Income ETF
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Détenteurs institutionnels (13F) 87 déclarants · $385.4M total · Au 30 juin 2026
Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.
Activité institutionnelle — Q2 2026 vs trimestre précédent
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 18 (-4 vs T. préc.) | 10 (+4 vs T. préc.) | 37 (+2 vs T. préc.) | 26 (+12 vs T. préc.) | +406K |
Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.
| Institution | Valeur | Actions | % de 13F suivies | Type |
|---|---|---|---|---|
| LPL Financial LLC | $74 165 085 | 1 458 364 | 19,24% | Actions |
| Per Stirling Capital Management, LLC. | $27 584 097 | 542 407 | 7,16% | Actions |
| Rockefeller Capital Management L.P. | $27 394 141 | 538 671 | 7,11% | Actions |
| D.A. DAVIDSON & CO. | $20 227 149 | 397 741 | 5,25% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $19 816 550 | 389 668 | 5,14% | Actions |
| Blue Water Asset Management | $17 715 784 | 348 359 | 4,60% | Actions |
| Tilson Financial Group, Inc. | $17 236 522 | 338 935 | 4,47% | Actions |
| Prism Advisors, Inc. | $15 865 795 | 311 981 | 4,12% | Actions |
| Platform Technology Partners | $14 746 341 | 289 968 | 3,83% | Actions |
| HighTower Advisors, LLC | $12 456 291 | 244 937 | 3,23% | Actions |
| Nemes Rush Group LLC | $11 510 395 | 226 338 | 2,99% | Actions |
| RAYMOND JAMES FINANCIAL INC | $8 687 211 | 170 823 | 2,25% | Actions |
| IHT Wealth Management, LLC | $7 984 332 | 157 002 | 2,07% | Actions |
| Clear Trail Advisors, LLC | $7 503 368 | 147 544 | 1,95% | Actions |
| MGO ONE SEVEN LLC | $7 089 860 | 139 413 | 1,84% | Actions |
| Private Advisor Group, LLC | $7 006 004 | 137 764 | 1,82% | Actions |
| WEALTHSPAN PARTNERS, LLC | $6 649 431 | 130 753 | 1,73% | Actions |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $6 174 154 | 121 407 | 1,60% | Actions |
| COMMONWEALTH EQUITY SERVICES, LLC | $5 839 220 | 114 821 | 1,51% | Actions |
| Waverly Advisors, LLC | $5 284 793 | 103 919 | 1,37% | Actions |
| Merit Financial Group, LLC | $4 359 748 | 85 729 | 1,13% | Actions |
| OSAIC HOLDINGS, INC. | $4 339 295 | 85 318 | 1,13% | Actions |
| Gateway Wealth Partners, LLC | $4 201 038 | 82 608 | 1,09% | Actions |
| Systelligence, LLC | $3 835 332 | 75 417 | 1,00% | Actions |
| Dakota Wealth Management | $3 775 437 | 74 239 | 0,98% | Actions |
| PCM Encore, LLC | $3 521 195 | 69 240 | 0,91% | Actions |
| Cetera Investment Advisers | $3 479 722 | 68 425 | 0,90% | Actions |
| ASSETMARK, INC | $3 342 343 | 65 723 | 0,87% | Actions |
| FWG Holdings, LLC | $3 273 740 | 64 539 | 0,85% | Actions |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | $3 051 910 | 60 012 | 0,79% | Actions |
| Dynamic Advisor Solutions LLC | $2 696 228 | 53 018 | 0,70% | Actions |
| SAM Advisors, LLC | $2 355 541 | 46 319 | 0,61% | Actions |
| Opal Wealth Advisors, LLC | $1 974 293 | 38 822 | 0,51% | Actions |
| BANK OF AMERICA CORP /DE/ | $1 487 712 | 29 254 | 0,39% | Actions |
| Stratos Wealth Partners, LTD. | $1 378 883 | 27 114 | 0,36% | Actions |
| WNY Asset Management, LLC | $1 274 274 | 25 057 | 0,33% | Actions |
| MORGAN STANLEY | $1 216 656 | 23 924 | 0,32% | Actions |
| FIFTH THIRD BANCORP | $1 131 117 | 22 242 | 0,29% | Actions |
| Sanctuary Advisors, LLC | $1 033 170 | 20 316 | 0,27% | Actions |
| Savvy Advisors, Inc. | $845 417 | 16 624 | 0,22% | Actions |
| JANE STREET GROUP, LLC | $628 568 | 12 360 | 0,16% | Actions |
| FIRST AMERICAN BANK | $562 456 | 11 060 | 0,15% | Actions |
| STEPHENS INC /AR/ | $539 622 | 10 611 | 0,14% | Actions |
| OLD MISSION CAPITAL LLC | $521 111 | 10 247 | 0,14% | Actions |
| Center for Financial Planning, Inc. | $498 888 | 9 810 | 0,13% | Actions |
| Cherry Creek Investment Advisors, Inc. | $455 257 | 8 952 | 0,12% | Actions |
| First Heartland Consultants, Inc. | $450 677 | 8 862 | 0,12% | Actions |
| NorthLanding Financial Partners, LLC | $448 613 | 8 821 | 0,12% | Actions |
| NewEdge Advisors, LLC | $434 099 | 8 536 | 0,11% | Actions |
| MMA ASSET MANAGEMENT LLC | $417 825 | 8 216 | 0,11% | Actions |
| WBI INVESTMENTS, LLC | $407 908 | 8 021 | 0,11% | Actions |
| Sovran Advisors, LLC | $405 999 | 7 992 | 0,11% | Actions |
| STUDIO INVESTMENT MANAGEMENT LLC | $390 853 | 7 657 | 0,10% | Actions |
| COMERICA BANK | $388 348 | 7 549 | 0,10% | Actions |
| Gladstone Institutional Advisory LLC | $387 413 | 7 618 | 0,10% | Actions |
| Stonebridge Financial Group, LLC / MO | $377 609 | 7 425 | 0,10% | Actions |
| DAVENPORT & Co LLC | $375 310 | 7 380 | 0,10% | Actions |
| PFG Advisors | $330 405 | 6 497 | 0,09% | Actions |
| Strategic Financial Concepts, LLC | $320 895 | 6 310 | 0,08% | Actions |
| BOS Asset Management, LLC | $307 063 | 6 038 | 0,08% | Actions |
| Wealthcare Advisory Partners LLC | $302 882 | 5 956 | 0,08% | Actions |
| StoneX Group Inc. | $296 829 | 5 819 | 0,08% | Actions |
| Chicago Partners Investment Group LLC | $273 350 | 5 394 | 0,07% | Actions |
| MML INVESTORS SERVICES, LLC | $267 521 | 5 260 | 0,07% | Actions |
| &PARTNERS | $246 243 | 4 842 | 0,06% | Actions |
| Advisory Services Network, LLC | $235 916 | 4 639 | 0,06% | Actions |
| Core Wealth Advisors, Inc. | $222 643 | 4 378 | 0,06% | Actions |
| Note Advisors, LLC | $221 931 | 4 364 | 0,06% | Actions |
| Cape Investment Advisory, Inc. | $215 237 | 4 232 | 0,06% | Actions |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $192 791 | 3 791 | 0,05% | Actions |
| IFP Advisors, Inc | $185 417 | 3 646 | 0,05% | Actions |
| Global Retirement Partners, LLC | $150 665 | 2 963 | 0,04% | Actions |
| PNC Financial Services Group, Inc. | $124 900 | 2 456 | 0,03% | Actions |
| Farther Finance Advisors, LLC | $110 982 | 2 182 | 0,03% | Actions |
| ROYAL BANK OF CANADA | $70 000 | 1 381 | 0,02% | Actions |
| JPMORGAN CHASE & CO | $35 774 | 700 | 0,01% | Actions |
| Ameritas Advisory Services, LLC | $32 093 | 631 | 0,01% | Actions |
| PRIVATE TRUST CO NA | $30 055 | 591 | 0,01% | Actions |
| Steward Partners Investment Advisory, LLC | $26 495 | 521 | 0,01% | Actions |
| MERCER GLOBAL ADVISORS INC /ADV | $16 375 | 322 | 0,00% | Actions |
| WELLS FARGO & COMPANY/MN | $8 493 | 167 | 0,00% | Actions |
| WEBSTER BANK, N. A. | $7 781 | 153 | 0,00% | Actions |
| AMERIPRISE FINANCIAL INC | $5 053 | 99 | 0,00% | Actions |
| Janney Montgomery Scott LLC | $3 937 | 77 410 | 0,00% | Actions |
| Cambridge Investment Research Advisors, Inc. | $3 477 | 68 373 | 0,00% | Actions |
| Basepoint Wealth LLC | $2 848 | 56 | 0,00% | Actions |
| Capital Analysts, LLC | $200 | 3 927 | 0,00% | Actions |