EATON VANCE SHORT DUR INCOME (EVSD) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $844.99M 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 $404.04M in its March 31, 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 $403.60M, representing an estimated loss of -0.11% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% 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
75
Total Reported Value
$844.99M
Largest Holder
Morgan Stanley
Largest Position
$404.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
81
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% | 7,931,726 | $404,042,176 | $403,603,498 | -$438,678 | -0.11% | |
| Ameriprise Financial Inc | 0.02% | 1,452,179 | $74,042,247 | $73,893,693 | -$148,554 | -0.20% | |
| Lpl Financial Llc | 0.01% | 1,010,648 | $51,482,431 | $51,426,520 | -$55,911 | -0.11% | |
| Raymond James Financial Inc | 0.01% | 481,906 | $24,548,292 | $24,521,642 | -$26,650 | -0.11% | |
| D.A. Davidson & Co. | 0.11% | 362,147 | $18,447,801 | $18,427,741 | -$20,060 | -0.11% | |
| Envestnet Asset Management Inc | 0.00% | 359,302 | $18,302,840 | $18,282,974 | -$19,866 | -0.11% | |
| Per Stirling Capital Management, Llc. | 1.91% | 339,034 | $17,270,409 | $17,251,643 | -$18,766 | -0.11% | |
| Rockefeller Capital Management L.P. | 0.03% | 337,629 | $17,198,847 | $17,180,150 | -$18,697 | -0.11% | |
| Tilson Financial Group, Inc. | 5.06% | 331,240 | $16,873,361 | $16,855,048 | -$18,313 | -0.11% | |
| Blue Water Asset Management | 5.79% | 329,166 | $16,767,734 | $16,749,513 | -$18,221 | -0.11% | |
| Leclair Wealth Partners Llc | 5.79% | 329,166 | $16,767,734 | $16,749,513 | -$18,221 | -0.11% | |
| Prism Advisors, Inc. | 4.07% | 298,979 | $15,229,990 | $15,213,457 | -$16,533 | -0.11% | |
| Platform Technology Partners | 2.56% | 260,234 | $13,256,305 | $13,241,929 | -$14,376 | -0.11% | |
| Nemes Rush Group Llc | 1.06% | 218,876 | $11,149,543 | $11,137,440 | -$12,103 | -0.11% | |
| Hightower Advisors, Llc | 0.01% | 186,370 | $9,493,667 | $9,483,382 | -$10,285 | -0.11% | |
| Iht Wealth Management, Llc | 0.19% | 159,020 | $8,100,502 | $8,091,685 | -$8,817 | -0.11% | |
| Mgo One Seven Llc | 0.15% | 147,445 | $7,510,868 | $7,502,695 | -$8,173 | -0.11% | |
| Creative Financial Designs Inc | 0.43% | 139,414 | $7,101,766 | $7,094,040 | -$7,726 | -0.11% | |
| Clear Trail Advisors, Llc | 1.13% | 133,525 | $6,801,764 | $6,794,380 | -$7,384 | -0.11% | |
| Royal Bank Of Canada | 0.00% | 129,920 | $6,619,000 | $6,610,940 | -$8,060 | -0.12% | |
| Gateway Wealth Partners, Llc | 0.26% | 129,586 | $6,601,098 | $6,593,945 | -$7,153 | -0.11% | |
| Wealthspan Partners, Llc | 2.32% | 129,435 | $6,593,430 | $6,586,261 | -$7,169 | -0.11% | |
| Commonwealth Equity Services, Llc | 0.01% | 126,982 | $6,468,440 | $6,461,441 | -$6,999 | -0.11% | |
| Private Advisor Group, Llc | 0.03% | 123,004 | $6,265,818 | $6,259,022 | -$6,796 | -0.11% | |
| Waverly Advisors, Llc | 0.04% | 107,294 | $5,465,577 | $5,459,623 | -$5,954 | -0.11% | |
| Systelligence, Llc | 0.98% | 98,632 | $5,024,314 | $5,018,860 | -$5,454 | -0.11% | |
| Fwg Holdings, Llc | 1.61% | 83,755 | $4,268,563 | $4,261,848 | -$6,715 | -0.16% | |
| Merit Financial Group, Llc | 0.03% | 82,545 | $4,204,842 | $4,200,278 | -$4,564 | -0.11% | |
| Assetmark, Inc | 0.01% | 65,953 | $3,359,646 | $3,355,999 | -$3,647 | -0.11% | |
| Sanctuary Advisors, Llc | 0.02% | 62,307 | $3,173,919 | $3,170,473 | -$3,446 | -0.11% | |
| Osaic Holdings, Inc. | 0.00% | 58,412 | $2,975,423 | $2,972,277 | -$3,146 | -0.11% | |
| Liberty One Investment Management, Llc | 0.29% | 54,897 | $2,796,453 | $2,793,417 | -$3,036 | -0.11% | |
| Pcm Encore, Llc | 0.53% | 50,665 | $2,580,875 | $2,578,073 | -$2,802 | -0.11% | |
| Eldridge Investment Advisors, Inc. | 0.50% | 44,759 | $2,280,033 | $2,277,548 | -$2,485 | -0.11% | |
| Prevail Innovative Wealth Advisors, Llc | 0.37% | 43,548 | $2,218,335 | $2,215,927 | -$2,408 | -0.11% | |
| Sam Advisors, Llc | 0.63% | 39,714 | $2,023,022 | $2,020,835 | -$2,187 | -0.11% | |
| Opal Wealth Advisors, Llc | 0.45% | 38,822 | $1,977,593 | $1,975,446 | -$2,147 | -0.11% | |
| Sovran Advisors, Llc | 0.15% | 37,069 | $1,889,230 | $1,886,245 | -$2,985 | -0.16% | |
| Dynamic Advisor Solutions Llc | 0.06% | 36,839 | $1,876,579 | $1,874,541 | -$2,038 | -0.11% | |
| Cetera Investment Advisers | 0.00% | 26,302 | $1,339,807 | $1,338,369 | -$1,438 | -0.11% | |
| Fifth Third Bancorp | 0.00% | 22,907 | $1,166,883 | $1,165,616 | -$1,267 | -0.11% | |
| Jane Street Group, Llc | 0.00% | 14,690 | $748,309 | $747,496 | -$813 | -0.11% | |
| Wbi Investments, Llc | 0.21% | 14,671 | $747,341 | $746,529 | -$812 | -0.11% | |
| Savvy Advisors, Inc. | 0.02% | 12,102 | $616,498 | $615,807 | -$691 | -0.11% | |
| Stephens Inc | 0.01% | 11,576 | $589,681 | $589,041 | -$640 | -0.11% | |
| First American Bank | 0.04% | 11,208 | $570,936 | $570,316 | -$620 | -0.11% | |
| Stonex Group Inc. | 0.03% | 10,849 | $554,648 | $552,048 | -$2,600 | -0.47% | |
| Center For Financial Planning, Inc. | 0.05% | 9,810 | $499,722 | $499,179 | -$543 | -0.11% | |
| Cherry Creek Investment Advisors, Inc. | 0.21% | 9,668 | $492,483 | $491,953 | -$530 | -0.11% | |
| First Heartland Consultants, Inc. | 0.03% | 8,960 | $456,422 | $455,927 | -$495 | -0.11% |
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.