EATON VANCE SHORT DUR INCOME (EVSD) Institutional Ownership Changes & 13F Activity

EATON VANCE SHORT DUR INCOME (EVSD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Morgan Stanley, Per Stirling Capital Management, Llc., Rockefeller Capital Management L.P., and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wny Asset Management, LlcBuy+25,05725,057$1.27MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+1,684,7151,684,715$85.63MQ2 2026Aug 14, 2026
Per Stirling Capital Management, Llc.Buy+203,373+60.0%542,407$27.58MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+93,348+19.4%575,254$29.25MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+71,18971,189$3.62MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+26,906+46.1%85,318$4.34MQ2 2026Aug 14, 2026
Fwg Holdings, LlcSell-19,216-22.9%64,539$3.27MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+10,24710,247$521.11KQ2 2026Aug 14, 2026
Nemes Rush Group LlcBuy+7,462+3.4%226,338$11.51MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+6,297+4.8%136,217$6.93MQ2 2026Aug 14, 2026
&PartnersBuy+4,8424,842$246.24KQ2 2026Aug 14, 2026
Waverly Advisors, LlcSell-3,375-3.1%103,919$5.28MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-2,330-15.9%12,360$628.57KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-2,018-1.3%157,002$7.98MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+631631$32.09KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+167167$8.49KQ2 2026Aug 14, 2026
Morgan StanleyBuy+949,344+12.0%8,881,070$451.65MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+201,042+59.5%538,671$27.39MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcSell-41,991-67.4%20,316$1.03MQ2 2026Aug 13, 2026
Sam Advisors, LlcBuy+6,605+16.6%46,319$2.36MQ2 2026Aug 13, 2026
Liberty One Investment Management, LlcBuy+5,115+9.3%60,012$3.05MQ2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+42,123+160.2%68,425$3.48MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+8,5368,536$434.10KQ2 2026Aug 12, 2026
Stonex Group Inc.Sell-5,030-46.4%5,819$296.83KQ2 2026Aug 12, 2026
Advisory Services Network, LlcBuy+3,539+321.7%4,639$235.92KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+700700$35.77KQ2 2026Aug 12, 2026
Stratos Wealth Partners, Ltd.Buy+27,11427,114$1.38MQ2 2026Aug 11, 2026
Pcm Encore, LlcBuy+18,575+36.7%69,240$3.52MQ2 2026Aug 11, 2026
Wbi Investments, LlcSell-1,312-8.9%13,359$679.37KQ2 2026Aug 11, 2026
Core Wealth Advisors, Inc.Sell-406-8.5%4,378$222.64KQ2 2026Aug 11, 2026
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Frequently asked questions about EVSD activity

  • Which institutional owners are buying EVSD?

    Institutional owners buying EVSD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in EVSD activity?

    "Buy" means an investor increased their reported position in EVSD compared to the prior reporting period. This reflects growing exposure to EATON VANCE SHORT DUR INCOME (EVSD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in EVSD increasing?

    Institutional interest in EVSD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.