Who Owns Eaton Vance Short Duration Income ETF (EVSD)?Hedge Fund & Institutional Holders

$51.11-0.02 (-0.04%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.700000017336e+285T

% of Float Held

—

QoQ Change in Holders

+9 / -3

Price History

$50.25$50.61$50.97$51.33$51.70Aug 24May 25Mar 26

EVSD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
AMERIPRISE FINANCIAL INCIncreased+429K+$21.1B
Platform Technology PartnersNew Position+249K+$12.0B
D.A. DAVIDSON & CO.New Position+193K+$9.9B
WEALTHSPAN PARTNERS, LLCNew Position+116K+$6.0B
ROYAL BANK OF CANADAIncreased+129K+$6.0B
RAYMOND JAMES FINANCIAL INCIncreased+75K+$3.0B
Gateway Wealth Partners, LLCNew Position+52K+$2.7B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+42K+$2.0B
Eldridge Investment Advisors, Inc.Increased+33K+$1.7B
Private Advisor Group, LLCIncreased+35K+$1.5B
Savvy Advisors, Inc.New Position+23K+$1.2B
Per Stirling Capital Management, LLC.Increased+20K+$1.0B
Opal Wealth Advisors, LLCNew Position+19K+$996.0M
Cherry Creek Investment Advisors, Inc.New Position+10K+$494.0M
NorthLanding Financial Partners, LLCNew Position+9K+$446.0M

EVSD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Waverly Advisors, LLCDecreased-11K-$6.2B
CITADEL ADVISORS LLCDecreased-37K-$2.8B
StoneX Group Inc.Closed Position-24K-$1.2B
ASSETMARK, INCDecreased-23K-$1.2B
WBI INVESTMENTS, LLCDecreased-5K-$1.1B
COMERICA BANKDecreased-13K-$677.0M
Strategic Financial Concepts, LLCClosed Position-5K-$275.3M
PREVAIL INNOVATIVE WEALTH ADVISORS, LLCDecreased-2K-$105.3M
VESTOR CAPITAL, LLCClosed Position-932K-$47.9M
Farther Finance Advisors, LLCDecreased-359-$18.6M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-75-$4.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1AMERIPRISE FINANCIAL INC733,475$37.0B8.36%Share
2Per Stirling Capital Management, LLC.336,990$17.3B1.95%Share
3Platform Technology Partners249,401$12.0B2.56%Share
4Nemes Rush Group LLC196,156$10.0B0.94%Share
5D.A. DAVIDSON & CO.193,341$9.9B60.92%Share
6IHT Wealth Management, LLC154,776$7.0B0.17%Share
7Private Advisor Group, LLC121,946$6.0B28.23%Share
8ROYAL BANK OF CANADA127,025$6.0B0.98%Share
9WEALTHSPAN PARTNERS, LLC116,170$6.0B2.17%Share
10RAYMOND JAMES FINANCIAL INC112,218$5.0B1.56%Share
11ASSETMARK, INC72,578$3.7B7.61%Share
12RAYMOND JAMES FINANCIAL INC59,928$3.0B0.93%Share
13PREVAIL INNOVATIVE WEALTH ADVISORS, LLC57,686$3.0B0.53%Share
14Eldridge Investment Advisors, Inc.55,895$2.9B0.63%Share
15Gateway Wealth Partners, LLC52,003$2.7B0.30%Share
16COMMONWEALTH EQUITY SERVICES, LLC41,771$2.0B2.67%Share
17Savvy Advisors, Inc.23,494$1.2B0.04%Share
18OSAIC HOLDINGS, INC.37,629$1.0B1.46%Share
19Opal Wealth Advisors, LLC19,379$996.0M0.26%Share
20COMERICA BANK10,929$562.0M2.24%Share
21Core Wealth Advisors, Inc.9,639$495.0M0.13%Share
22Cherry Creek Investment Advisors, Inc.9,619$494.0M0.21%Share
23NorthLanding Financial Partners, LLC8,674$446.0M0.36%Share
24STEPHENS INC /AR/8,451$434.0M5.40%Share
25COMERICA BANK7,549$388.0M1.55%Share
26MMA ASSET MANAGEMENT LLC7,084$364.0M0.13%Share
27PFG Advisors6,459$332.0M0.02%Share
28PFG Investments, LLC4,773$245.0M0.01%Share
29MORGAN STANLEY4,506,206$231.0M0.01%Share
30Note Advisors, LLC4,364$224.0M0.11%Share
31STUDIO INVESTMENT MANAGEMENT LLC4,050$208.0M0.04%Share
32Farther Finance Advisors, LLC2,143$110.0M1.18%Share
33MidAtlantic Capital Management, Inc.1,493$76.0M0.05%Share
34Clayton Financial Group LLC1,148$59.0M0.03%Share
35MORGAN STANLEY823,000$42.0M0.00%Share
36LPL Financial LLC746,005$38.0M0.01%Share
37Tilson Financial Group, Inc.322,180$16.6M5.10%Share
38MORGAN STANLEY285,000$14.0M0.00%Share
39MORGAN STANLEY235,001$12.0M0.00%Share
40HighTower Advisors, LLC228,899$11.0M0.01%Share
41Janney Montgomery Scott LLC195,285$10.0M0.02%Share
42Systelligence, LLC163,375$8.4M1.60%Share
43MGO ONE SEVEN LLC128,587$6.6M0.13%Share
44Waverly Advisors, LLC109,874$5.0M0.04%Share
45ENVESTNET ASSET MANAGEMENT INC96,854$4.0M0.00%Share
46MML INVESTORS SERVICES, LLC90,267$4.0M0.01%Share
47JANE STREET GROUP, LLC90,975$4.0M0.00%Share
48Merit Financial Group, LLC71,698$3.7M0.03%Share
49PCM Encore, LLC55,902$2.9M0.61%Share
50Cambridge Investment Research Advisors, Inc.49,045$2.0M0.01%Share

EVSD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202565$141.6B+30
Q3 202535$126.4B+0
Q2 202535$92.5B+10
Q1 202525$161.7B+6
Q4 202419$480.6B+3
Q3 202416$2.3T+1
Q2 202415$15.2T—

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As of Q4 2025, 50 institutional investors hold EVSD (Eaton Vance Short Duration Income ETF). The largest holder is AMERIPRISE FINANCIAL INC with $37.0B in shares. This quarter, 9 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own EVSD?

As of Q4 2025, 50 institutional investors report holding EVSD (Eaton Vance Short Duration Income ETF) in their 13F filings.

Who is the largest institutional holder of EVSD?

The largest institutional holder of EVSD is AMERIPRISE FINANCIAL INC with $37.0B in shares.

Is institutional ownership of EVSD increasing or decreasing?

This quarter, 9 institutions opened new positions in EVSD and 3 closed their positions.