EATON VANCE SHRT DUR MUNI EVSM
$50.32
0.0% 52w: $48.39 – $50.32
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data48.3949.3550.32
Jun 20, 2025 Jul 2, 2026
Institutional holders
93
+18 QoQ
13F value
$412.7M
+22.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns EVSM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 3.5M | $176.6M | 0.0% | +16.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 835.8K | $42.0M | 0.0% | +45.0% |
| LPL Financial LLC | Bank broker | 543.0K | $27.3M | 0.0% | +114.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 287.3K | $14.4M | 0.0% | +4.7% |
| Garrett Wealth Advisory Group, LLC | Wealth advisor | 256.7K | $12.9M | 2.3% | +4.5% |
| &PARTNERS | Diversified mechanical | 243.9K | $12.3M | 0.1% | +16.9% |
| Sunflower Bank, N.A. | Wealth advisor | 199.5K | $10.0M | 2.6% | +4.6% |
| Tilson Financial Group, Inc. | Wealth advisor | 179.3K | $9.0M | 2.7% | +1.7% |
| Farther Finance Advisors, LLC | Wealth advisor | 159.3K | $8.0M | 0.1% | +42.1% |
| Sanctuary Advisors, LLC | Wealth advisor | 111.7K | $5.6M | 0.0% | -0.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 107.3K | $5.4M | 0.0% | +35.2% |
| Diversified Portfolios, Inc. | Wealth advisor | 81.2K | $4.1M | 0.3% | +27.4% |
| Summit Financial, LLC | Wealth advisor | 75.4K | $3.8M | 0.0% | +13.7% |
| Oasis Advisors, LLC | Wealth advisor | 834.8K | $3.5M | 0.7% | +1703.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 59.6K | $3.0M | 0.0% | +244.1% |
| WEALTHSPAN PARTNERS, LLC | Wealth advisor | 58.4K | $2.9M | 1.0% | +13.5% |
| Elequin Capital, LP | Wealth advisor | 56.3K | $2.8M | 0.8% | New |
| Arkadios Wealth Advisors | Wealth advisor | 54.2K | $2.7M | 0.0% | -1.4% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 52.0K | $2.6M | 0.0% | -33.7% |
| U.S. Capital Wealth Advisors, LLC | Other | 49.0K | $2.5M | 0.1% | +1.6% |
| FLOW TRADERS U.S. LLC | Market maker | 46.0K | $2.3M | 0.1% | -35.5% |
| BESSEMER GROUP INC | Diversified mechanical | 45.8K | $2.3M | 0.0% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 44.2K | $2.2M | 0.0% | +16.7% |
| Nemes Rush Group LLC | Other | 44.0K | $2.2M | 0.2% | +36.6% |
| Janney Montgomery Scott LLC | Diversified mechanical | 41.7K | $2.1M | 0.0% | +12.6% |
| Rossby Financial, LCC | Wealth advisor | 41.6K | $2.1M | 0.4% | New |
| OLD MISSION CAPITAL LLC | Wealth advisor | 41.5K | $2.1M | 0.0% | -9.0% |
| McAdam, LLC | Wealth advisor | 41.1K | $2.1M | 0.1% | +102.0% |
| Cetera Investment Advisers | Wealth advisor | 40.7K | $2.0M | 0.0% | -18.9% |
| Integrated Wealth Concepts LLC | Wealth advisor | 36.7K | $1.8M | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 35.3K | $1.8M | 0.0% | -64.0% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 33.8K | $1.7M | 0.1% | +18.1% |
| Asset Allocation Strategies LLC | Wealth advisor | 32.6K | $1.6M | 0.3% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 31.4K | $1.6M | 0.0% | -56.3% |
| BlueStem Wealth Partners, LLC | Wealth advisor | 28.8K | $1.4M | 0.2% | -2.4% |
| Gateway Wealth Partners, LLC | Wealth advisor | 28.4K | $1.4M | 0.1% | +271.8% |
| Savvy Advisors, Inc. | Wealth advisor | 26.9K | $1.4M | 0.0% | New |
| HighTower Advisors, LLC | Diversified mechanical | 26.5K | $1.3M | 0.0% | +85.5% |
| Essex Financial Services, Inc. | Wealth advisor | 25.7K | $1.3M | 0.1% | +27.5% |
| Valmark Advisers, Inc. | Wealth advisor | 24.2K | $1.2M | 0.0% | +394.5% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 23.1K | $1.2M | 0.0% | +0.4% |
| WNY Asset Management, LLC | Wealth advisor | 21.2K | $1.1M | 0.1% | — |
| Stratos Wealth Partners, LTD. | Wealth advisor | 21.0K | $1.1M | 0.0% | New |
| MBA Advisors LLC | Wealth advisor | 20.9K | $1.0M | 0.4% | +2.8% |
| PANORAMIC INVESTMENT ADVISORS, LLC | Wealth advisor | 19.0K | $952K | 0.5% | +1.7% |
| FSA Advisors, Inc. | Wealth advisor | 19.0K | $951K | 0.6% | +12.1% |
| CITADEL ADVISORS LLC | Multistrat pod | 18.4K | $925K | 0.0% | -21.3% |
| Quadcap Wealth Management, LLC | Wealth advisor | 17.6K | $884K | 0.1% | -9.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 16.4K | $824K | 0.0% | New |
| Atria Investments, Inc | Wealth advisor | 16.4K | $821K | 0.0% | -82.4% |
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.