EVSM Institutional Ownership & Shareholders
EATON VANCE SHRT DUR MUNI (EVSM) is currently held by 105 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $455.37M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of EVSM tracked by InsiderSet, reporting ownership valued at approximately $178.56M 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 $176.93M, representing an estimated loss of -0.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed EVSM 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 SHRT DUR MUNI (EVSM).
This page ranks the largest institutional EVSM 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
105
Total Reported Value
$455.37M
Largest Holder
Morgan Stanley
Largest Position
$178.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
130
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 3,549,162 | $178,559,451 | $176,925,726 | -$1,633,725 | -0.91% | |
| Ameriprise Financial Inc | 0.01% | 898,046 | $45,163,917 | $44,767,593 | -$396,324 | -0.88% | |
| Lpl Financial Llc | 0.01% | 735,098 | $36,983,010 | $36,644,635 | -$338,375 | -0.91% | |
| Envestnet Asset Management Inc | 0.00% | 313,014 | $15,747,852 | $15,603,748 | -$144,104 | -0.92% | |
| Garrett Wealth Advisory Group, Llc | 2.28% | 304,682 | $14,978,171 | $15,188,398 | +$210,227 | +1.40% | |
| &Partners | 0.06% | 267,880 | $13,487,989 | $13,353,818 | -$134,171 | -0.99% | |
| Farther Finance Advisors, Llc | 0.08% | 241,341 | $11,864,329 | $12,030,849 | +$166,520 | +1.40% | |
| Sunflower Bank, N.A. | 2.37% | 196,868 | $9,904,488 | $9,813,870 | -$90,618 | -0.91% | |
| Tilson Financial Group, Inc. | 2.50% | 180,493 | $9,080,640 | $8,997,576 | -$83,064 | -0.91% | |
| Diversified Portfolios, Inc. | 0.55% | 150,334 | $7,563,349 | $7,494,150 | -$69,199 | -0.91% | |
| Osaic Holdings, Inc. | 0.01% | 124,112 | $6,244,606 | $6,186,983 | -$57,623 | -0.92% | |
| Sanctuary Advisors, Llc | 0.02% | 105,711 | $5,318,333 | $5,269,693 | -$48,640 | -0.91% | |
| Commonwealth Equity Services, Llc | 0.01% | 100,961 | $4,963,250 | $5,032,906 | +$69,656 | +1.40% | |
| Rockefeller Capital Management L.P. | 0.01% | 97,400 | $4,900,223 | $4,855,390 | -$44,833 | -0.91% | |
| Mml Investors Services, Llc | 0.01% | 70,973 | $3,570,669 | $3,538,004 | -$32,665 | -0.91% | |
| Summit Financial, Llc | 0.04% | 67,820 | $3,420,807 | $3,380,827 | -$39,980 | -1.17% | |
| Certified Advisory Corp | 0.25% | 61,554 | $3,025,994 | $3,068,467 | +$42,473 | +1.40% | |
| Arkadios Wealth Advisors | 0.04% | 54,116 | $2,722,604 | $2,697,683 | -$24,921 | -0.92% | |
| Per Stirling Capital Management, Llc. | 0.26% | 53,927 | $2,713,068 | $2,688,261 | -$24,807 | -0.91% | |
| Wealthspan Partners, Llc | 0.85% | 53,492 | $2,691,197 | $2,666,576 | -$24,621 | -0.91% | |
| Peoples Bank | 1.18% | 52,047 | $2,558,629 | $2,594,543 | +$35,914 | +1.40% | |
| Raymond James Financial Inc | 0.00% | 50,358 | $2,533,516 | $2,510,346 | -$23,170 | -0.91% | |
| Parsons Capital Management Inc/Ri | 0.11% | 51,515 | $2,532,478 | $2,568,023 | +$35,545 | +1.40% | |
| U.S. Capital Wealth Advisors, Llc | 0.06% | 49,017 | $2,460,163 | $2,443,497 | -$16,666 | -0.68% | |
| Rossby Financial, Lcc | 0.44% | 47,335 | $2,381,415 | $2,359,650 | -$21,765 | -0.91% | |
| Stratos Investment Management, Llc | 0.08% | 45,800 | $2,304,221 | $2,283,130 | -$21,091 | -0.92% | |
| Valmark Advisers, Inc. | 0.02% | 45,634 | $2,295,884 | $2,274,855 | -$21,029 | -0.92% | |
| Janney Montgomery Scott Llc | 0.00% | 45,336 | $2,281,000 | $2,260,000 | -$21,000 | -0.92% | |
| Citadel Advisors Llc | 0.00% | 43,605 | $2,193,781 | $2,173,709 | -$20,072 | -0.91% | |
| Dynamic Advisor Solutions Llc | 0.06% | 42,316 | $2,080,249 | $2,109,453 | +$29,204 | +1.40% | |
| Asset Allocation Strategies Llc | 0.31% | 42,230 | $2,076,019 | $2,105,166 | +$29,147 | +1.40% | |
| Arax Advisory Partners | 0.01% | 41,226 | $2,074,092 | $2,055,116 | -$18,976 | -0.91% | |
| Nemes Rush Group Llc | 0.16% | 39,137 | $1,968,994 | $1,950,979 | -$18,015 | -0.91% | |
| Wells Fargo & Company/Mn | 0.00% | 38,953 | $1,959,737 | $1,941,807 | -$17,930 | -0.91% | |
| Integrated Wealth Concepts Llc | 0.01% | 36,200 | $1,821,245 | $1,804,570 | -$16,675 | -0.92% | |
| Cetera Investment Advisers | 0.00% | 33,053 | $1,662,931 | $1,647,692 | -$15,239 | -0.92% | |
| Wealthcare Advisory Partners Llc | 0.03% | 32,897 | $1,617,206 | $1,639,915 | +$22,709 | +1.40% | |
| Savvy Advisors, Inc. | 0.03% | 32,044 | $1,612,166 | $1,597,393 | -$14,773 | -0.92% | |
| Essex Financial Services, Inc. | 0.08% | 31,967 | $1,608,269 | $1,593,555 | -$14,714 | -0.91% | |
| Courier Capital Llc | 0.06% | 25,030 | $1,230,475 | $1,247,746 | +$17,271 | +1.40% | |
| Pcm Encore, Llc | 0.20% | 22,622 | $1,138,115 | $1,127,707 | -$10,408 | -0.91% | |
| Panoramic Investment Advisors, Llc | 0.52% | 21,598 | $1,086,594 | $1,076,660 | -$9,934 | -0.91% | |
| Wny Asset Management, Llc | 0.10% | 21,477 | $1,080,514 | $1,070,628 | -$9,886 | -0.91% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 20,962 | $1,054,604 | $1,044,956 | -$9,648 | -0.91% | |
| Baker Tilly Wealth Management, Llc | 0.21% | 21,213 | $1,042,818 | $1,057,468 | +$14,650 | +1.40% | |
| Orba Wealth Advisors, L.L.C. | 0.82% | 19,572 | $962,160 | $975,664 | +$13,504 | +1.40% | |
| Ifp Advisors, Inc | 0.02% | 19,280 | $947,805 | $961,108 | +$13,303 | +1.40% | |
| Oasis Advisors, Llc | 0.39% | 19,041 | $936,115 | $949,194 | +$13,079 | +1.40% | |
| Jane Street Group, Llc | 0.00% | 17,272 | $868,960 | $861,009 | -$7,951 | -0.91% | |
| Arete Wealth Advisors, Llc | 0.06% | 17,091 | $859,848 | $851,986 | -$7,862 | -0.91% |
Frequently asked questions about EVSM
Who are the largest institutional holders of EVSM?
The largest institutional holders of EVSM reported in the latest SEC Form 13F filings include Morgan Stanley, Ameriprise Financial Inc, Lpl Financial Llc, Envestnet Asset Management Inc, and Garrett Wealth Advisory Group, Llc. InsiderSet ranks institutional holders by their latest reported EVSM position.
What is EVSM institutional ownership?
This page tracks EVSM positions reported by institutional investment managers through SEC Form 13F. EATON VANCE SHRT DUR MUNI (EVSM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EVSM?
InsiderSet currently tracks 105 institutional managers reporting EVSM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EVSM shareholders.
How much EVSM stock do institutions own?
Institutional investment managers disclosed approximately $455.37M in EVSM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EVSM institutional ownership last updated?
The latest EVSM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EVSM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EVSM position after the reporting date.
Are institutions buying or selling EVSM?
Institutional buying and selling can be analyzed by comparing EVSM positions across consecutive 13F reporting periods. InsiderSet's EVSM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EVSM ownership changes.
How has EVSM institutional ownership changed over time?
InsiderSet tracks EVSM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.