EVSD Institutional Ownership
Eaton Vance Short Duration Income ETF
1W: -0.0%
1M: -1.4%
3M: -2.1%
YTD: -2.4%
1Y: -2.8%
$49.84
-0.02 (-0.04%)
Weekly Expected Move ±0.4%
$49
$50
$50
$50
$50
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — EVSD
97
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
955M
Total Invested
19
New Positions
40
Increased
32
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (102 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 8,881,070 | 443M | +949,344 | +12.0% | 9Q | SEC ↗ |
| 2 | AMERIPRISE FINANCIAL INC | 1,684,715 | 84M | +232,536 | +16.0% | 4Q | SEC ↗ |
| 3 | LPL Financial LLC | 1,458,364 | 73M | +447,716 | +44.3% | 9Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 575,254 | 29M | +93,348 | +19.4% | 7Q | SEC ↗ |
| 5 | Per Stirling Capital Management, LLC. | 542,407 | 27M | +203,373 | +60.0% | 5Q | SEC ↗ |
| 6 | Rockefeller Capital Management L.P. | 538,671 | 27M | +201,042 | +59.5% | 2Q | SEC ↗ |
| 7 | D.A. DAVIDSON & CO. | 397,741 | 20M | +35,594 | +9.8% | 5Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 389,668 | 19M | +30,366 | +8.5% | 6Q | SEC ↗ |
| 9 | Blue Water Asset Management | 348,359 | 17M | +19,193 | +5.8% | 3Q | SEC ↗ |
| 10 | Tilson Financial Group, Inc. | 338,935 | 17M | +7,695 | +2.3% | 5Q | SEC ↗ |
| 11 | Prism Advisors, Inc. | 311,981 | 16M | +13,002 | +4.3% | 2Q | SEC ↗ |
| 12 | Platform Technology Partners | 289,968 | 14M | +29,734 | +11.4% | 7Q | SEC ↗ |
| 13 | HighTower Advisors, LLC | 244,937 | 12M | +58,567 | +31.4% | 6Q | SEC ↗ |
| 14 | Nemes Rush Group LLC | 226,338 | 11M | +7,462 | +3.4% | 4Q | SEC ↗ |
| 15 | IHT Wealth Management, LLC | 157,002 | 8M | -2,018 | -1.3% | 6Q | SEC ↗ |
| 16 | Clear Trail Advisors, LLC | 147,544 | 7M | +14,019 | +10.5% | 2Q | SEC ↗ |
| 17 | MGO ONE SEVEN LLC | 139,413 | 7M | -8,032 | -5.4% | 3Q | SEC ↗ |
| 18 | Private Advisor Group, LLC | 137,764 | 7M | +14,760 | +12.0% | 7Q | SEC ↗ |
| 19 | ROYAL BANK OF CANADA | 136,217 | 7M | +6,297 | +4.8% | 5Q | SEC ↗ |
| 20 | WEALTHSPAN PARTNERS, LLC | 130,753 | 7M | +1,318 | +1.0% | 6Q | SEC ↗ |
| 21 | PREVAIL INNOVATIVE WEALTH ADVISORS, LL | 121,407 | 6M | +77,859 | +178.8% | 5Q | SEC ↗ |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 114,821 | 6M | -12,161 | -9.6% | 9Q | SEC ↗ |
| 23 | Waverly Advisors, LLC | 103,919 | 5M | -3,375 | -3.1% | 8Q | SEC ↗ |
| 24 | Merit Financial Group, LLC | 85,729 | 4M | +3,184 | +3.9% | 8Q | SEC ↗ |
| 25 | OSAIC HOLDINGS, INC. | 85,318 | 4M | +26,906 | +46.1% | 9Q | SEC ↗ |
| 26 | Gateway Wealth Partners, LLC | 82,608 | 4M | -46,978 | -36.3% | 3Q | SEC ↗ |
| 27 | Janney Montgomery Scott LLC | 77,410 | 4M | -125,498 | -61.8% | 9Q | SEC ↗ |
| 28 | Systelligence, LLC | 75,417 | 4M | -23,215 | -23.5% | 5Q | SEC ↗ |
| 29 | Dakota Wealth Management NEW | 74,239 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 30 | BANK OF AMERICA CORP /DE NEW | 71,189 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 31 | PCM Encore, LLC | 69,240 | 3M | +18,575 | +36.7% | 3Q | SEC ↗ |
| 32 | Cetera Investment Advisers | 68,425 | 3M | +42,123 | +160.2% | 5Q | SEC ↗ |
| 33 | Cambridge Investment Research Advisors | 68,373 | 3M | +5,946 | +9.5% | 5Q | SEC ↗ |
| 34 | ASSETMARK, INC | 65,723 | 3M | -230 | -0.3% | 5Q | SEC ↗ |
| 35 | FWG Holdings, LLC | 64,539 | 3M | -19,216 | -22.9% | 3Q | SEC ↗ |
| 36 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 60,012 | 3M | +5,115 | +9.3% | 3Q | SEC ↗ |
| 37 | Dynamic Advisor Solutions LLC | 53,018 | 3M | +16,179 | +43.9% | 9Q | SEC ↗ |
| 38 | SAM Advisors, LLC | 46,319 | 2M | +6,605 | +16.6% | 2Q | SEC ↗ |
| 39 | Opal Wealth Advisors, LLC | 38,822 | 2M | — | +0.0% | 4Q | SEC ↗ |
| 40 | Stratos Wealth Partners, LTD. NEW | 27,114 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 41 | WNY Asset Management, LLC | 25,057 | 1M | -19,873 | -44.2% | 2Q | SEC ↗ |
| 42 | FIFTH THIRD BANCORP | 22,242 | 1M | -665 | -2.9% | 2Q | SEC ↗ |
| 43 | Sanctuary Advisors, LLC | 20,316 | 1M | -41,991 | -67.4% | 3Q | SEC ↗ |
| 44 | Savvy Advisors, Inc. | 16,624 | 829K | +4,522 | +37.4% | 4Q | SEC ↗ |
| 45 | MILLINGTON SECURITIES, LLC NEW | 14,671 | 731K | — | +0.0% | 1Q | SEC ↗ |
| 46 | WBI INVESTMENTS, LLC | 13,359 | 666K | -1,312 | -8.9% | 6Q | SEC ↗ |
| 47 | JANE STREET GROUP, LLC | 12,360 | 616K | -2,330 | -15.9% | 9Q | SEC ↗ |
| 48 | Kinetic Wealth Investment Advisors LLC NEW | 11,226 | 560K | — | +0.0% | 1Q | SEC ↗ |
| 49 | FIRST AMERICAN BANK | 11,060 | 551K | -148 | -1.3% | 2Q | SEC ↗ |
| 50 | STEPHENS INC /AR | 10,611 | 529K | -965 | -8.3% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Dakota Wealth Management | 74,239 | 4M |
| BANK OF AMERICA CORP /DE | 71,189 | 4M |
| Stratos Wealth Partners, LTD. | 27,114 | 1M |
| MILLINGTON SECURITIES, LLC | 14,671 | 731K |
| Kinetic Wealth Investment Advisors | 11,226 | 560K |
| OLD MISSION CAPITAL LLC | 10,247 | 511K |
| Gladstone Institutional Advisory LL | 7,618 | 380K |
| BOS Asset Management, LLC | 6,038 | 301K |
| Wealthcare Advisory Partners LLC | 5,956 | 297K |
| MML INVESTORS SERVICES, LLC | 5,260 | 262K |
| &PARTNERS | 4,842 | 241K |
| Cape Investment Advisory, Inc. | 4,232 | 211K |
| Global Retirement Partners, LLC | 2,963 | 148K |
| PNC Financial Services Group, Inc. | 2,456 | 122K |
| Ameritas Advisory Services, LLC | 631 | 31K |
| PRIVATE TRUST CO NA | 591 | 29K |
| MERCER GLOBAL ADVISORS INC /ADV | 322 | 16K |
| WELLS FARGO & COMPANY/MN | 167 | 8K |
| WEBSTER BANK, N. A. | 153 | 8K |
| Basepoint Wealth LLC | 56 | 3K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| LeClair Wealth Partners LLC | 329,166 | 16M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 139,414 | 7M |
| Eldridge Investment Advisors, Inc. | 44,759 | 2M |
| CITADEL ADVISORS LLC | 18,159 | 905K |
| FLOW TRADERS U.S. LLC | 14,740 | 735K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 10,299 | 513K |
| HRT FINANCIAL LP | 6,164 | 307K |
| PFG Investments, LLC | 5,522 | 275K |
| Clarity Asset Management, Inc. | 2,806 | 140K |
| MidAtlantic Capital Management, Inc | 1,493 | 74K |
| Clayton Financial Group LLC | 1,148 | 57K |
| Wall Street Financial Group, Inc. | 1,142 | 57K |
| AE Wealth Management LLC | 500 | 25K |
| Allworth Financial LP | 0 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +949,344 | +12.0% | 8,881,070 |
| LPL Financial LLC | +447,716 | +44.3% | 1,458,364 |
| AMERIPRISE FINANCIAL INC | +232,536 | +16.0% | 1,684,715 |
| Per Stirling Capital Management, LL | +203,373 | +60.0% | 542,407 |
| Rockefeller Capital Management L.P. | +201,042 | +59.5% | 538,671 |
| RAYMOND JAMES FINANCIAL INC | +93,348 | +19.4% | 575,254 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, | +77,859 | +178.8% | 121,407 |
| HighTower Advisors, LLC | +58,567 | +31.4% | 244,937 |
| Cetera Investment Advisers | +42,123 | +160.2% | 68,425 |
| D.A. DAVIDSON & CO. | +35,594 | +9.8% | 397,741 |
| ENVESTNET ASSET MANAGEMENT INC | +30,366 | +8.5% | 389,668 |
| Platform Technology Partners | +29,734 | +11.4% | 289,968 |
| OSAIC HOLDINGS, INC. | +26,906 | +46.1% | 85,318 |
| Blue Water Asset Management | +19,193 | +5.8% | 348,359 |
| PCM Encore, LLC | +18,575 | +36.7% | 69,240 |
| Dynamic Advisor Solutions LLC | +16,179 | +43.9% | 53,018 |
| Private Advisor Group, LLC | +14,760 | +12.0% | 137,764 |
| Clear Trail Advisors, LLC | +14,019 | +10.5% | 147,544 |
| Prism Advisors, Inc. | +13,002 | +4.3% | 311,981 |
| NewEdge Advisors, LLC | +8,141 | +2061.0% | 8,536 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Janney Montgomery Scott LLC | -125,498 | -61.8% | 77,410 |
| Gateway Wealth Partners, LLC | -46,978 | -36.3% | 82,608 |
| Sanctuary Advisors, LLC | -41,991 | -67.4% | 20,316 |
| Sovran Advisors, LLC | -29,077 | -78.4% | 7,992 |
| Systelligence, LLC | -23,215 | -23.5% | 75,417 |
| WNY Asset Management, LLC | -19,873 | -44.2% | 25,057 |
| FWG Holdings, LLC | -19,216 | -22.9% | 64,539 |
| COMMONWEALTH EQUITY SERVICES, LLC | -12,161 | -9.6% | 114,821 |
| MGO ONE SEVEN LLC | -8,032 | -5.4% | 139,413 |
| StoneX Group Inc. | -5,030 | -46.4% | 5,819 |
| Waverly Advisors, LLC | -3,375 | -3.1% | 103,919 |
| JANE STREET GROUP, LLC | -2,330 | -15.9% | 12,360 |
| IHT Wealth Management, LLC | -2,018 | -1.3% | 157,002 |
| WBI INVESTMENTS, LLC | -1,312 | -8.9% | 13,359 |
| STEPHENS INC /AR | -965 | -8.3% | 10,611 |
| Cherry Creek Investment Advisors, I | -716 | -7.4% | 8,952 |
| FIFTH THIRD BANCORP | -665 | -2.9% | 22,242 |
| Core Wealth Advisors, Inc. | -406 | -8.5% | 4,378 |
| ASSETMARK, INC | -230 | -0.3% | 65,723 |
| Chicago Partners Investment Group L | -226 | -4.0% | 5,394 |