EVSM

Eaton Vance Short Duration Municipal Income ETF
$50.50-0.04 (-0.08%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

3.0090215758352746e+245B

Total Value

$1.5100029000130003e+183T

% of Float

Price History

$49.35$49.73$50.11$50.49$50.87Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY3,009,021$151.0M0.01%Share
2AMERIPRISE FINANCIAL INC575,835$29.0M0.01%Share
3ENVESTNET ASSET MANAGEMENT INC274,489$13.0M0.00%Share
4Garrett Wealth Advisory Group, LLC245,592$12.4M2.34%Share
5LPL Financial LLC253,394$12.0M0.00%Share
6&PARTNERS208,622$10.0M0.05%Share
7Sunflower Bank, N.A.190,799$9.6M2.42%Share
8Tilson Financial Group, Inc.176,279$8.9M2.73%Share
9Sanctuary Advisors, LLC112,378$5.7M0.03%Share
10Farther Finance Advisors, LLC112,109$5.6M0.06%Share
11Sanctuary Advisors, LLC90,878$4.5M0.03%Share
12JANE STREET GROUP, LLC98,019$4.0M0.00%Share
13Atria Investments, Inc92,995$4.0M0.05%Share
14Diversified Portfolios, Inc.63,765$3.2M0.27%Share
15Summit Financial, LLC66,251$3.0M0.04%Share
16MML INVESTORS SERVICES, LLC78,412$3.0M0.01%Share
17Cambridge Investment Research Advisors, Inc.71,879$3.0M0.01%Share
18WEALTHSPAN PARTNERS, LLC51,463$2.6M0.94%Share
19U.S. Capital Wealth Advisors, LLC48,239$2.4M0.06%Share
20OLD MISSION CAPITAL LLC45,564$2.3M0.05%Share
21OSAIC HOLDINGS, INC.52,177$2.0M0.00%Share
22Cetera Investment Advisers50,111$2.0M0.00%Share
23Orion Porfolio Solutions, LLC46,401$2.0M0.01%Share
24Arkadios Wealth Advisors55,000$2.0M0.04%Share
25BlueStem Wealth Partners, LLC29,488$1.5M0.16%Share
26Dynamic Advisor Solutions LLC28,602$1.4M0.05%Share
27Wealthcare Advisory Partners LLC23,008$1.2M0.02%Share
28MBA Advisors LLC20,300$1.0M0.41%Share
29McAdam, LLC20,364$1.0M0.05%Share
30OSAIC HOLDINGS, INC.27,215$1.0M0.00%Share
31COMMONWEALTH EQUITY SERVICES, LLC37,884$1.0M0.00%Share
32Essex Financial Services, Inc.20,155$1.0M0.06%Share
33Janney Montgomery Scott LLC36,986$1.0M0.00%Share
34Nemes Rush Group LLC32,233$1.0M0.09%Share
35GOLDMAN SACHS GROUP INC20,216$1.0M0.00%Share
36CITADEL ADVISORS LLC23,411$1.0M0.00%Share
37Quadcap Wealth Management, LLC19,455$959K0.11%Share
38PANORAMIC INVESTMENT ADVISORS, LLC18,659$939K0.51%Share
39GENESIS PRIVATE WEALTH, LLC18,381$925K0.29%Share
40FSA Advisors, Inc.16,915$852K0.59%Share
41Arete Wealth Advisors, LLC15,656$789K0.05%Share
42Milestones Private Investment Advisors LLC15,158$763K0.52%Share
43ORBA Wealth Advisors, L.L.C.12,876$648K0.56%Share
44New England Private Wealth Advisors LLC12,056$607K0.04%Share
45Inspire Advisors, LLC8,720$439K0.04%Share
46Gateway Wealth Partners, LLC7,637$384K0.04%Share
47BridgePort Financial Solutions, LLC6,997$352K0.09%Share
48WEALTH ENHANCEMENT ADVISORY SERVICES, LLC6,489$327K0.00%Share
49PCM Encore, LLC6,278$316K0.07%Share
50Brookwood Investment Group LLC6,267$315K0.04%Share