EATON VANCE SHRT DUR INC EVSD
$50.89
+0.1% 52w: $48.56 – $50.92
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data48.5649.7450.92
Jun 20, 2025 Jul 2, 2026
Institutional holders
78
+12 QoQ
13F value
$861.9M
+47.0% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns EVSD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 7.9M | $404.0M | 0.0% | +35.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.5M | $74.0M | 0.0% | +97.7% |
| LPL Financial LLC | Bank broker | 1.0M | $51.5M | 0.0% | +35.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 481.9K | $24.5M | 0.0% | +179.9% |
| D.A. DAVIDSON & CO. | Wealth advisor | 362.1K | $18.4M | 0.1% | +87.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 359.3K | $18.3M | 0.0% | +271.0% |
| Per Stirling Capital Management, LLC. | Wealth advisor | 339.0K | $17.3M | 1.9% | +0.6% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 337.6K | $17.2M | 0.0% | New |
| Tilson Financial Group, Inc. | Wealth advisor | 331.2K | $16.9M | 5.1% | +2.8% |
| Blue Water Asset Management | Wealth advisor | 329.2K | $16.8M | 5.8% | +1401.5% |
| LeClair Wealth Partners LLC | Wealth advisor | 329.2K | $16.8M | 5.8% | New |
| Prism Advisors, Inc. | Wealth advisor | 299.0K | $15.2M | 4.1% | New |
| Platform Technology Partners | Other | 260.2K | $13.3M | 2.6% | +4.3% |
| Nemes Rush Group LLC | Other | 218.9K | $11.1M | 1.1% | +11.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 202.9K | $10.3M | 0.0% | +3.9% |
| HighTower Advisors, LLC | Diversified mechanical | 186.4K | $9.5M | 0.0% | -18.6% |
| IHT Wealth Management, LLC | Wealth advisor | 159.0K | $8.1M | 0.2% | +2.7% |
| MGO ONE SEVEN LLC | Wealth advisor | 147.4K | $7.5M | 0.2% | +14.7% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 139.4K | $7.1M | 0.4% | New |
| Clear Trail Advisors, LLC | Other | 133.5K | $6.8M | 1.1% | New |
| ROYAL BANK OF CANADA | Bank broker | 129.9K | $6.6M | 0.0% | +0.1% |
| Gateway Wealth Partners, LLC | Wealth advisor | 129.6K | $6.6M | 0.3% | +149.2% |
| WEALTHSPAN PARTNERS, LLC | Wealth advisor | 129.4K | $6.6M | 2.3% | +11.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 127.0K | $6.5M | 0.0% | +204.0% |
| Private Advisor Group, LLC | Wealth advisor | 123.0K | $6.3M | 0.0% | +0.9% |
| Waverly Advisors, LLC | Wealth advisor | 107.3K | $5.5M | 0.0% | -2.3% |
| Systelligence, LLC | Wealth advisor | 98.6K | $5.0M | 1.0% | -39.6% |
| FWG Holdings, LLC | Wealth advisor | 83.8K | $4.3M | 1.6% | +17.6% |
| Merit Financial Group, LLC | Wealth advisor | 82.5K | $4.2M | 0.0% | +15.1% |
| ASSETMARK, INC | Wealth advisor | 66.0K | $3.4M | 0.0% | -9.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 62.4K | $3.2M | 0.0% | +27.3% |
| Sanctuary Advisors, LLC | Wealth advisor | 62.3K | $3.2M | 0.0% | +4.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 58.4K | $3.0M | 0.0% | +55.2% |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | Other | 54.9K | $2.8M | 0.3% | +45.0% |
| PCM Encore, LLC | Other | 50.7K | $2.6M | 0.5% | -9.4% |
| WNY Asset Management, LLC | Wealth advisor | 44.9K | $2.3M | 0.2% | — |
| Eldridge Investment Advisors, Inc. | Wealth advisor | 44.8K | $2.3M | 0.5% | -19.9% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | Wealth advisor | 43.5K | $2.2M | 0.4% | -24.5% |
| SAM Advisors, LLC | Wealth advisor | 39.7K | $2.0M | 0.6% | New |
| Opal Wealth Advisors, LLC | Wealth advisor | 38.8K | $2.0M | 0.4% | +100.3% |
| Sovran Advisors, LLC | Wealth advisor | 37.1K | $1.9M | 0.1% | New |
| Dynamic Advisor Solutions LLC | Wealth advisor | 36.8K | $1.9M | 0.1% | +41.7% |
| Cetera Investment Advisers | Wealth advisor | 26.3K | $1.3M | 0.0% | +20.1% |
| FIFTH THIRD BANCORP | Diversified mechanical | 22.9K | $1.2M | 0.0% | New |
| FLOW TRADERS U.S. LLC | Market maker | 14.7K | $751K | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 14.7K | $748K | 0.0% | -83.9% |
| WBI INVESTMENTS, LLC | Quant stat arb | 14.7K | $747K | 0.2% | -6.8% |
| Savvy Advisors, Inc. | Wealth advisor | 12.1K | $616K | 0.0% | -48.5% |
| STEPHENS INC /AR/ | Diversified mechanical | 11.6K | $590K | 0.0% | +37.0% |
| FIRST AMERICAN BANK ★2 | Fundamental diversified | 11.2K | $571K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.