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Eaton Vance Shrt DUR Inc (EVSD)

CUSIP: 61774R825 | NYSE | 116 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Systelligence, LLC560,718
2.4% of portfolio›$14.3M
D.A. Davidson & Co.429,293
0.1% of portfolio›$21.4M
Blue Water Asset Management353,823
5.7% of portfolio›$17.6M
Prism Advisors, Inc.333,565
4.2% of portfolio›$16.7M
Platform Technology Partners303,445
2.4% of portfolio›$15.1M
Thrivent Financial for Lutherans255,573
0.0% of portfolio›$12.7K
Nemes Rush Group LLC230,924
0.9% of portfolio›$11.5M
Clear Trail Advisors, LLC148,335
1.1% of portfolio›$7.4M
MGO One Seven LLC135,661
0.1% of portfolio›$6.8M
Commonwealth Equity Services, LLC113,374
0.0% of portfolio›$5.6M
Prevail Innovative Wealth Advisors, LLC101,386
0.7% of portfolio›$5.1M
Opal Wealth Advisors, LLC98,619
1.0% of portfolio›$4.9M
Merit Financial Group, LLC89,264
0.0% of portfolio›$4.4M
PNC Financial Services Group, Inc.73,387
0.0% of portfolio›$3.7M
Assetmark, Inc56,737
0.0% of portfolio›$2.8M
Dynamic Advisor Solutions LLC52,608
0.1% of portfolio›$2.6M
Fifth Third Bancorp22,665
0.0% of portfolio›$1.1M
Cambridge Investment Research Advisors, Inc.14,833
0.0% of portfolio›$738
WBI Investments, LLC14,175
0.2% of portfolio›$705.5K
BOS Asset Management, LLC13,487
0.2% of portfolio›$671.2K
First American Bank12,389
0.0% of portfolio›$616.6K
Davenport & Co LLC11,503
0.0% of portfolio›$572.5K
MMA Asset Management LLC10,835
0.2% of portfolio›$539.3K
Studio Investment Management LLC10,347
0.1% of portfolio›$517.1K
Center for Financial Planning, Inc.10,310
0.0% of portfolio›$513.1K
Bank of New York Mellon Corp9,492
0.0% of portfolio›$472.4K
Cherry Creek Investment Advisors, Inc.8,940
0.2% of portfolio›$445.0K
First Heartland Consultants, Inc.8,762
0.0% of portfolio›$436.1K
NorthLanding Financial Partners, LLC8,710
0.3% of portfolio›$433.5K
Csenge Advisory Group6,932
0.0% of portfolio›$345.0K
Creative Planning6,711
0.0% of portfolio›$334.0K
Chicago Partners Investment Group LLC5,457
0.0% of portfolio›$273.7K
IFP Advisors, Inc4,378
0.0% of portfolio›$217.9K
Cape Investment Advisory, Inc.4,281
0.1% of portfolio›$213.0K
Farther Finance Advisors, LLC2,207
0.0% of portfolio›$109.9K
Vestor Capital, LLC1,515
0.0% of portfolio›$140
MidAtlantic Capital Management, Inc.1,505
0.0% of portfolio›$74.9K
Clayton Financial Group LLC1,157
0.0% of portfolio›$57.6K
Private Trust Co NA1,043
0.0% of portfolio›$51.9K
StyleTurnoverLocationFiled
Systelligence, LLC
560,718$14.3M2.4%ETFHighBloomington, MN2026-11-05
D.A. Davidson & Co.
429,293$21.4M0.1%CoreLowGreat Falls, MT2026-10-28
Blue Water Asset Management
353,823$17.6M5.7%ETFLowGrand Rapids, MI2026-11-04
Prism Advisors, Inc.
333,565$16.7M4.2%ETFMediumStudio City, CA2026-10-09
Platform Technology Partners
303,445$15.1M2.4%CoreVery LowLocust Valley, NY2026-11-02
Thrivent Financial for Lutherans
255,573$12.7K0.0%GARPMediumMinneapolis, MN2026-11-05
Nemes Rush Group LLC
230,924$11.5M0.9%CoreVery LowNovi, MI2026-11-04
Clear Trail Advisors, LLC
148,335$7.4M1.1%CoreLowHouston, TX2026-10-20
MGO One Seven LLC
135,661$6.8M0.1%GrowthLowBeachwood, OH2026-10-28
Commonwealth Equity Services, LLC
113,374$5.6M0.0%ETFLowWaltham, MA2026-11-02
Prevail Innovative Wealth Advisors, LLC
101,386$5.1M0.7%CoreVery HighLeawood, KS2026-10-20
Opal Wealth Advisors, LLC
98,619$4.9M1.0%ETFLowJericho, NY2026-10-16
Merit Financial Group, LLC
89,264$4.4M0.0%ETFLowAlpharetta, GA2026-11-06
PNC Financial Services Group, Inc.
73,387$3.7M0.0%GrowthVery LowPittsburgh, PA2026-11-06
Assetmark, Inc
56,737$2.8M0.0%ETFLowConcord, CA2026-10-21
Dynamic Advisor Solutions LLC
52,608$2.6M0.1%ETFLowPhoenix, AZ2026-10-13
Fifth Third Bancorp
22,665$1.1M0.0%IndexVery LowCincinnati, OH2026-11-05
Cambridge Investment Research Advisors, Inc.
14,833$7380.0%ETFLowFairfield, IA2026-11-02
WBI Investments, LLC
14,175$705.5K0.2%ValueVery HighRed Bank, NJ2026-11-05
BOS Asset Management, LLC
13,487$671.2K0.2%ETFLowSpringfield, IL2026-10-09
First American Bank
12,389$616.6K0.0%GrowthVery LowDundee, IL2026-10-27
Davenport & Co LLC
11,503$572.5K0.0%CoreMediumRichmond, VA2026-10-14
MMA Asset Management LLC
10,835$539.3K0.2%ETFMediumNew York, NY2026-11-02
Studio Investment Management LLC
10,347$517.1K0.1%ETFLowChicago, IL2026-10-22
Center for Financial Planning, Inc.
10,310$513.1K0.0%ETFLowSouthfied, MI2026-10-26
Bank of New York Mellon Corp
9,492$472.4K0.0%CoreLowNew York, NY2026-11-05
Cherry Creek Investment Advisors, Inc.
8,940$445.0K0.2%GrowthLowEnglewood, CO2026-10-14
First Heartland Consultants, Inc.
8,762$436.1K0.0%ETFMediumLake St. Louis, MO2026-10-08
NorthLanding Financial Partners, LLC
8,710$433.5K0.3%ETFLowRochester, NY2026-10-15
Csenge Advisory Group
6,932$345.0K0.0%ETFMediumClearwater, FL2026-11-04
Creative Planning
6,711$334.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Chicago Partners Investment Group LLC
5,457$273.7K0.0%GARPLowChicago, IL2026-10-27
IFP Advisors, Inc
4,378$217.9K0.0%GrowthLowTampa, FL2026-10-16
Cape Investment Advisory, Inc.
4,281$213.0K0.1%ETFLowMcdonough, GA2026-10-13
Farther Finance Advisors, LLC
2,207$109.9K0.0%IndexLowSan Francisco, CA2026-10-08
Vestor Capital, LLC
1,515$1400.0%ValueMediumChicago, IL2026-11-04
MidAtlantic Capital Management, Inc.
1,505$74.9K0.0%ETFVery LowRichmond, VA2026-11-05
Clayton Financial Group LLC
1,157$57.6K0.0%ETFLowSt. Louis, MO2026-10-13
Private Trust Co NA
1,043$51.9K0.0%CoreLowCleveland, OH2026-10-20