EATON VANCE SHORT DUR INCOME (EVSD) Institutional Shareholders
EATON VANCE SHORT DUR INCOME (EVSD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $938.56M in EVSD holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of EVSD tracked by InsiderSet, reporting ownership valued at approximately $451.65M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $446.27M, representing an estimated loss of -1.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed EVSD value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Ameriprise Financial Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in EATON VANCE SHORT DUR INCOME (EVSD).
This page ranks the largest institutional EVSD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
81
Total Reported Value
$938.56M
Largest Holder
Morgan Stanley
Largest Position
$451.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
97
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.02% | 8,881,070 | $451,646,819 | $446,273,768 | -$5,373,052 | -1.19% | |
| Ameriprise Financial Inc | 0.02% | 1,684,715 | $85,625,253 | $84,656,929 | -$968,324 | -1.13% | |
| Lpl Financial Llc | 0.02% | 1,458,364 | $74,165,085 | $73,282,791 | -$882,294 | -1.19% | |
| Raymond James Financial Inc | 0.01% | 575,254 | $29,254,529 | $28,906,514 | -$348,016 | -1.19% | |
| Per Stirling Capital Management, Llc. | 2.63% | 542,407 | $27,584,097 | $27,255,952 | -$328,145 | -1.19% | |
| Rockefeller Capital Management L.P. | 0.04% | 538,671 | $27,394,141 | $27,068,218 | -$325,923 | -1.19% | |
| D.A. Davidson & Co. | 0.11% | 397,741 | $20,227,149 | $19,986,485 | -$240,664 | -1.19% | |
| Envestnet Asset Management Inc | 0.00% | 389,668 | $19,816,550 | $19,580,817 | -$235,733 | -1.19% | |
| Blue Water Asset Management | 5.72% | 348,359 | $17,715,784 | $17,505,040 | -$210,744 | -1.19% | |
| Tilson Financial Group, Inc. | 4.74% | 338,935 | $17,236,522 | $17,031,484 | -$205,038 | -1.19% | |
| Prism Advisors, Inc. | 3.85% | 311,981 | $15,865,795 | $15,677,045 | -$188,750 | -1.19% | |
| Platform Technology Partners | 2.41% | 289,968 | $14,746,341 | $14,570,892 | -$175,449 | -1.19% | |
| Nemes Rush Group Llc | 0.95% | 226,338 | $11,510,395 | $11,373,485 | -$136,911 | -1.19% | |
| Iht Wealth Management, Llc | 0.17% | 157,002 | $7,984,332 | $7,889,351 | -$94,982 | -1.19% | |
| Clear Trail Advisors, Llc | 1.15% | 147,544 | $7,503,368 | $7,414,086 | -$89,282 | -1.19% | |
| Mgo One Seven Llc | 0.12% | 139,413 | $7,089,860 | $7,005,503 | -$84,357 | -1.19% | |
| Private Advisor Group, Llc | 0.03% | 137,764 | $7,006,004 | $6,922,641 | -$83,363 | -1.19% | |
| Royal Bank Of Canada | 0.00% | 136,217 | $6,927,000 | $6,844,904 | -$82,096 | -1.19% | |
| Wealthspan Partners, Llc | 2.10% | 130,753 | $6,649,431 | $6,570,338 | -$79,093 | -1.19% | |
| Prevail Innovative Wealth Advisors, Llc | 0.92% | 121,407 | $6,174,154 | $6,100,702 | -$73,452 | -1.19% | |
| Commonwealth Equity Services, Llc | 0.01% | 114,821 | $5,839,220 | $5,769,755 | -$69,465 | -1.19% | |
| Waverly Advisors, Llc | 0.03% | 103,919 | $5,284,793 | $5,221,930 | -$62,863 | -1.19% | |
| Merit Financial Group, Llc | 0.03% | 85,729 | $4,359,748 | $4,307,882 | -$51,866 | -1.19% | |
| Osaic Holdings, Inc. | 0.01% | 85,318 | $4,339,295 | $4,287,230 | -$52,066 | -1.20% | |
| Gateway Wealth Partners, Llc | 0.25% | 82,608 | $4,201,038 | $4,151,052 | -$49,986 | -1.19% | |
| Janney Montgomery Scott Llc | 0.01% | 77,410 | $3,937,000 | $3,889,853 | -$47,148 | -1.20% | |
| Systelligence, Llc | 0.64% | 75,417 | $3,835,332 | $3,789,704 | -$45,628 | -1.19% | |
| Bank Of America Corp | 0.00% | 71,189 | $3,620,316 | $3,577,247 | -$43,069 | -1.19% | |
| Pcm Encore, Llc | 0.62% | 69,240 | $3,521,195 | $3,479,310 | -$41,885 | -1.19% | |
| Cetera Investment Advisers | 0.00% | 68,425 | $3,479,722 | $3,438,356 | -$41,366 | -1.19% | |
| Assetmark, Inc | 0.01% | 65,723 | $3,342,343 | $3,302,581 | -$39,762 | -1.19% | |
| Fwg Holdings, Llc | 1.14% | 64,539 | $3,273,740 | $3,243,085 | -$30,655 | -0.94% | |
| Liberty One Investment Management, Llc | 0.31% | 60,012 | $3,051,910 | $3,015,603 | -$36,307 | -1.19% | |
| Dynamic Advisor Solutions Llc | 0.08% | 53,018 | $2,696,228 | $2,664,155 | -$32,074 | -1.19% | |
| Sam Advisors, Llc | 0.64% | 46,319 | $2,355,541 | $2,327,530 | -$28,011 | -1.19% | |
| Opal Wealth Advisors, Llc | 0.43% | 38,822 | $1,974,293 | $1,950,806 | -$23,488 | -1.19% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 27,114 | $1,378,883 | $1,362,479 | -$16,405 | -1.19% | |
| Wny Asset Management, Llc | 0.11% | 25,057 | $1,274,274 | $1,259,114 | -$15,160 | -1.19% | |
| Fifth Third Bancorp | 0.00% | 22,242 | $1,131,117 | $1,117,661 | -$13,457 | -1.19% | |
| Sanctuary Advisors, Llc | 0.00% | 20,316 | $1,033,170 | $1,020,879 | -$12,291 | -1.19% | |
| Savvy Advisors, Inc. | 0.02% | 16,624 | $845,417 | $835,356 | -$10,061 | -1.19% | |
| Wbi Investments, Llc | 0.17% | 13,359 | $679,372 | $671,290 | -$8,082 | -1.19% | |
| Jane Street Group, Llc | 0.00% | 12,360 | $628,568 | $621,090 | -$7,478 | -1.19% | |
| First American Bank | 0.03% | 11,060 | $562,456 | $555,765 | -$6,691 | -1.19% | |
| Stephens Inc | 0.01% | 10,611 | $539,622 | $533,203 | -$6,419 | -1.19% | |
| Old Mission Capital Llc | 0.01% | 10,247 | $521,111 | $514,912 | -$6,199 | -1.19% | |
| Center For Financial Planning, Inc. | 0.05% | 9,810 | $498,888 | $492,953 | -$5,936 | -1.19% | |
| Cherry Creek Investment Advisors, Inc. | 0.18% | 8,952 | $455,257 | $449,838 | -$5,419 | -1.19% | |
| First Heartland Consultants, Inc. | 0.03% | 8,862 | $450,677 | $445,316 | -$5,362 | -1.19% | |
| Northlanding Financial Partners, Llc | 0.31% | 8,821 | $448,613 | $443,255 | -$5,358 | -1.19% |
Frequently asked questions about EVSD
Who owns the most EVSD stock?
The largest holders of EVSD are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for EATON VANCE SHORT DUR INCOME (EVSD).
Is EVSD widely held by superinvestors?
Many widely followed stocks like EVSD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EVSD is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.