EVSM Institutional Ownership
Eaton Vance Short Duration Municipal Income ETF
1W: +0.2%
1M: -1.5%
3M: -2.3%
YTD: -1.9%
1Y: -1.9%
$49.22
+0.00 (+0.00%)
Weekly Expected Move ±0.4%
$49
$49
$49
$49
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — EVSM
118
Institutional Holders
+18 vs prior quarter
0.0%
Ownership
+0.00pp
447M
Total Invested
26
New Positions
48
Increased
37
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (124 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,549,162 | 175M | +30,665 | +0.9% | 10Q | SEC ↗ |
| 2 | AMERIPRISE FINANCIAL INC | 898,046 | 44M | +62,242 | +7.4% | 4Q | SEC ↗ |
| 3 | LPL Financial LLC | 735,098 | 36M | +192,097 | +35.4% | 5Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 313,014 | 15M | +25,711 | +8.9% | 8Q | SEC ↗ |
| 5 | Garrett Wealth Advisory Group, LLC | 279,990 | 14M | +23,310 | +9.1% | 4Q | SEC ↗ |
| 6 | &PARTNERS | 267,880 | 13M | +24,013 | +9.8% | 8Q | SEC ↗ |
| 7 | Farther Finance Advisors, LLC | 208,495 | 10M | +49,159 | +30.9% | 7Q | SEC ↗ |
| 8 | Sunflower Bank, N.A. | 196,868 | 10M | -2,652 | -1.3% | 3Q | SEC ↗ |
| 9 | Tilson Financial Group, Inc. | 180,493 | 9M | +1,180 | +0.7% | 4Q | SEC ↗ |
| 10 | Diversified Portfolios, Inc. | 150,334 | 7M | +69,093 | +85.0% | 5Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 124,112 | 6M | +16,794 | +15.6% | 8Q | SEC ↗ |
| 12 | Sanctuary Advisors, LLC | 105,711 | 5M | -6,004 | -5.4% | 5Q | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. NEW | 97,400 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 86,721 | 4M | +27,170 | +45.6% | 4Q | SEC ↗ |
| 15 | MML INVESTORS SERVICES, LLC | 70,973 | 3M | +18,965 | +36.5% | 6Q | SEC ↗ |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 68,417 | 3M | +24,203 | +54.7% | 8Q | SEC ↗ |
| 17 | Summit Financial, LLC | 67,820 | 3M | -7,531 | -10.0% | 4Q | SEC ↗ |
| 18 | Arkadios Wealth Advisors | 54,116 | 3M | -107 | -0.2% | 4Q | SEC ↗ |
| 19 | Per Stirling Capital Management, LLC. NEW | 53,927 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 20 | WEALTHSPAN PARTNERS, LLC | 53,492 | 3M | -4,904 | -8.4% | 5Q | SEC ↗ |
| 21 | RAYMOND JAMES FINANCIAL INC | 50,358 | 2M | +42,252 | +521.2% | 2Q | SEC ↗ |
| 22 | U.S. Capital Wealth Advisors, LLC | 49,017 | 2M | +778 | +1.6% | 4Q | SEC ↗ |
| 23 | Rossby Financial, LCC | 47,335 | 2M | +5,711 | +13.7% | 2Q | SEC ↗ |
| 24 | Stratos Investment Management, LLC NEW | 45,800 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Valmark Advisers, Inc. | 45,634 | 2M | +21,480 | +88.9% | 4Q | SEC ↗ |
| 26 | Janney Montgomery Scott LLC | 45,336 | 2M | +3,680 | +8.8% | 8Q | SEC ↗ |
| 27 | CITADEL ADVISORS LLC | 43,605 | 2M | +25,183 | +136.7% | 3Q | SEC ↗ |
| 28 | Arax Advisory Partners NEW | 41,226 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Asset Allocation Strategies LLC | 40,614 | 2M | +8,016 | +24.6% | 2Q | SEC ↗ |
| 30 | Nemes Rush Group LLC | 39,137 | 2M | -4,882 | -11.1% | 4Q | SEC ↗ |
| 31 | WELLS FARGO & COMPANY/MN NEW | 38,953 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Vise Technologies, Inc. NEW | 37,663 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 33 | Root Financial Partners, LLC NEW | 37,663 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 34 | Dynamic Advisor Solutions LLC | 36,678 | 2M | +2,905 | +8.6% | 5Q | SEC ↗ |
| 35 | Integrated Wealth Concepts LLC | 36,200 | 2M | -459 | -1.3% | 2Q | SEC ↗ |
| 36 | Cetera Investment Advisers | 33,053 | 2M | -7,600 | -18.7% | 8Q | SEC ↗ |
| 37 | Savvy Advisors, Inc. | 32,044 | 2M | +5,128 | +19.1% | 2Q | SEC ↗ |
| 38 | Essex Financial Services, Inc. | 31,967 | 2M | +6,262 | +24.4% | 7Q | SEC ↗ |
| 39 | Wealthcare Advisory Partners LLC | 30,244 | 1M | +7,133 | +30.9% | 4Q | SEC ↗ |
| 40 | Cambridge Investment Research Advisors | 27,671 | 1M | -3,719 | -11.8% | 8Q | SEC ↗ |
| 41 | HighTower Advisors, LLC | 24,010 | 1M | -2,536 | -9.6% | 8Q | SEC ↗ |
| 42 | PCM Encore, LLC | 22,622 | 1M | +10,334 | +84.1% | 3Q | SEC ↗ |
| 43 | PANORAMIC INVESTMENT ADVISORS, LLC | 21,598 | 1M | +2,630 | +13.9% | 8Q | SEC ↗ |
| 44 | WNY Asset Management, LLC | 21,477 | 1M | +242 | +1.1% | 2Q | SEC ↗ |
| 45 | Stratos Wealth Partners, LTD. | 20,962 | 1M | +1 | +0.0% | 2Q | SEC ↗ |
| 46 | PARSONS CAPITAL MANAGEMENT INC/RI | 20,644 | 1M | +10,923 | +112.4% | 2Q | SEC ↗ |
| 47 | MBA Advisors LLC | 20,186 | 994K | -675 | -3.2% | 7Q | SEC ↗ |
| 48 | ORBA Wealth Advisors, L.L.C. | 18,223 | 897K | +8,325 | +84.1% | 3Q | SEC ↗ |
| 49 | JANE STREET GROUP, LLC | 17,272 | 850K | -17,983 | -51.0% | 4Q | SEC ↗ |
| 50 | Arete Wealth Advisors, LLC | 17,091 | 841K | +793 | +4.9% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Rockefeller Capital Management L.P. | 97,400 | 5M |
| Per Stirling Capital Management, LL | 53,927 | 3M |
| Stratos Investment Management, LLC | 45,800 | 2M |
| Arax Advisory Partners | 41,226 | 2M |
| WELLS FARGO & COMPANY/MN | 38,953 | 2M |
| Vise Technologies, Inc. | 37,663 | 2M |
| Root Financial Partners, LLC | 37,663 | 2M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 14,242 | 701K |
| Providence Financial Advisors, LLC | 12,124 | 597K |
| Cornerstone Wealth Management, LLC | 11,242 | 553K |
| Western Wealth Management, LLC | 7,100 | 349K |
| Cresset Asset Management, LLC | 6,609 | 325K |
| IFG Advisory, LLC | 6,348 | 312K |
| Waverly Advisors, LLC | 6,235 | 307K |
| DENVER WEALTH MANAGEMENT, INC. | 5,535 | 272K |
| Coign Capital Advisors LLC | 5,319 | 262K |
| PEOPLES BANK /OH | 4,313 | 212K |
| DAVENPORT & Co LLC | 4,180 | 206K |
| Lakeridge Wealth Management LLC | 3,977 | 196K |
| MidFirst Bank | 2,282 | 112K |
Sold Out (17)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 46,012 | 2M |
| BESSEMER GROUP INC | 45,842 | 2M |
| OLD MISSION CAPITAL LLC | 41,454 | 2M |
| McAdam, LLC | 41,143 | 2M |
| BlueStem Wealth Partners, LLC | 28,783 | 1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 16,424 | 808K |
| Orion Porfolio Solutions, LLC | 14,952 | 736K |
| GOLDMAN SACHS GROUP INC | 13,840 | 681K |
| BANK OF AMERICA CORP /DE | 9,370 | 461K |
| Independent Advisor Alliance | 8,705 | 428K |
| TRUIST FINANCIAL CORP | 7,981 | 393K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 6,489 | 319K |
| Montis Financial, LLC | 5,687 | 280K |
| Evergreen Wealth Partners LLC | 4,040 | 199K |
| US BANCORP \DE | 1,889 | 93K |
| UBS Group AG | 50 | 2K |
| FMR LLC | 1 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +192,097 | +35.4% | 735,098 |
| Diversified Portfolios, Inc. | +69,093 | +85.0% | 150,334 |
| AMERIPRISE FINANCIAL INC | +62,242 | +7.4% | 898,046 |
| Farther Finance Advisors, LLC | +49,159 | +30.9% | 208,495 |
| RAYMOND JAMES FINANCIAL INC | +42,252 | +521.2% | 50,358 |
| MORGAN STANLEY | +30,665 | +0.9% | 3,549,162 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +27,170 | +45.6% | 86,721 |
| ENVESTNET ASSET MANAGEMENT INC | +25,711 | +8.9% | 313,014 |
| CITADEL ADVISORS LLC | +25,183 | +136.7% | 43,605 |
| COMMONWEALTH EQUITY SERVICES, LLC | +24,203 | +54.7% | 68,417 |
| &PARTNERS | +24,013 | +9.8% | 267,880 |
| Garrett Wealth Advisory Group, LLC | +23,310 | +9.1% | 279,990 |
| Valmark Advisers, Inc. | +21,480 | +88.9% | 45,634 |
| MML INVESTORS SERVICES, LLC | +18,965 | +36.5% | 70,973 |
| OSAIC HOLDINGS, INC. | +16,794 | +15.6% | 124,112 |
| PARSONS CAPITAL MANAGEMENT INC/RI | +10,923 | +112.4% | 20,644 |
| PCM Encore, LLC | +10,334 | +84.1% | 22,622 |
| IFP Advisors, Inc | +9,010 | +1287.1% | 9,710 |
| ORBA Wealth Advisors, L.L.C. | +8,325 | +84.1% | 18,223 |
| Asset Allocation Strategies LLC | +8,016 | +24.6% | 40,614 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Oasis Advisors, LLC | -819,665 | -98.2% | 15,127 |
| Elequin Capital, LP | -47,417 | -84.2% | 8,898 |
| JANE STREET GROUP, LLC | -17,983 | -51.0% | 17,272 |
| Gateway Wealth Partners, LLC | -12,775 | -45.0% | 15,617 |
| Cetera Investment Advisers | -7,600 | -18.7% | 33,053 |
| Summit Financial, LLC | -7,531 | -10.0% | 67,820 |
| Sanctuary Advisors, LLC | -6,004 | -5.4% | 105,711 |
| WEALTHSPAN PARTNERS, LLC | -4,904 | -8.4% | 53,492 |
| Nemes Rush Group LLC | -4,882 | -11.1% | 39,137 |
| Quadcap Wealth Management, LLC | -4,569 | -25.9% | 13,054 |
| Cambridge Investment Research Advis | -3,719 | -11.8% | 27,671 |
| FSA Advisors, Inc. | -2,858 | -15.1% | 16,097 |
| Sunflower Bank, N.A. | -2,652 | -1.3% | 196,868 |
| HighTower Advisors, LLC | -2,536 | -9.6% | 24,010 |
| Atria Investments, Inc | -2,347 | -14.4% | 14,005 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | -2,280 | -32.0% | 4,845 |
| Advisory Services Network, LLC | -1,325 | -10.7% | 11,025 |
| ROYAL BANK OF CANADA | -880 | -62.6% | 526 |
| MBA Advisors LLC | -675 | -3.2% | 20,186 |
| TITLEIST ASSET MANAGEMENT, LLC | -672 | -13.3% | 4,393 |