Eaton Vance Shrt DUR Inc (EVSD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

LPL Financial LLC

INCREASED

Shares1,723,096 from 1,458,364

Change+264,732 (+18%)

Value$85.8M (+$11.6M)

Filed 2026-11-06

Systelligence, LLC

INCREASED

Shares560,718 from 75,417

Change+485,301 (+643%)

Value$14.3M (+$10.5M)

Filed 2026-11-05

D.A. Davidson & Co.

INCREASED

Shares429,293 from 397,741

Change+31,552 (+8%)

Value$21.4M (+$1.1M)

Filed 2026-10-28

Blue Water Asset Management

INCREASED

Shares353,823 from 348,359

Change+5,464 (+2%)

Value$17.6M (-$106.0K)

Filed 2026-11-04

Prism Advisors, Inc.

INCREASED

Shares333,565 from 311,981

Change+21,584 (+7%)

Value$16.7M (+$800.8K)

Filed 2026-10-09

Platform Technology Partners

INCREASED

Shares303,445 from 289,968

Change+13,477 (+5%)

Value$15.1M (+$356.1K)

Filed 2026-11-02

Thrivent Financial for Lutherans

NEW

Shares255,573

Change+255,573

Value$12.7K

Filed 2026-11-05

Nemes Rush Group LLC

INCREASED

Shares230,924 from 226,338

Change+4,586 (+2%)

Value$11.5M (-$17.3K)

Filed 2026-11-04

Clear Trail Advisors, LLC

INCREASED

Shares148,335 from 147,544

Change+791 (+1%)

Value$7.4M (-$120.8K)

Filed 2026-10-20

MGO One Seven LLC

DECREASED

Shares135,661 from 139,413

Change-3,752 (-3%)

Value$6.8M (-$338.0K)

Filed 2026-10-28

Commonwealth Equity Services, LLC

DECREASED

Shares113,374 from 114,821

Change-1,447 (-1%)

Value$5.6M (-$196.6K)

Filed 2026-11-02

Prevail Innovative Wealth Advisors, LLC

DECREASED

Shares101,386 from 121,407

Change-20,021 (-16%)

Value$5.1M (-$1.1M)

Filed 2026-10-20

Opal Wealth Advisors, LLC

INCREASED

Shares98,619 from 38,822

Change+59,797 (+154%)

Value$4.9M (+$2.9M)

Filed 2026-10-16

Merit Financial Group, LLC

INCREASED

Shares89,264 from 85,729

Change+3,535 (+4%)

Value$4.4M (+$82.9K)

Filed 2026-11-06

PNC Financial Services Group, Inc.

INCREASED

Shares73,387 from 2,456

Change+70,931 (+2888%)

Value$3.7M (+$3.5M)

Filed 2026-11-06

Assetmark, Inc

DECREASED

Shares56,737 from 65,723

Change-8,986 (-14%)

Value$2.8M (-$518.5K)

Filed 2026-10-21

Dynamic Advisor Solutions LLC

DECREASED

Shares52,608 from 53,018

Change-410 (-1%)

Value$2.6M (-$77.9K)

Filed 2026-10-13

Fifth Third Bancorp

INCREASED

Shares22,665 from 22,242

Change+423 (+2%)

Value$1.1M (-$3.1K)

Filed 2026-11-05

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares14,833 from 68,373

Change-53,540 (-78%)

Value$738 (-$3.5M)

Filed 2026-11-02

WBI Investments, LLC

INCREASED

Shares14,175 from 13,359

Change+816 (+6%)

Value$705.5K (+$26.1K)

Filed 2026-11-05

BOS Asset Management, LLC

INCREASED

Shares13,487 from 6,038

Change+7,449 (+123%)

Value$671.2K (+$364.2K)

Filed 2026-10-09

First American Bank

INCREASED

Shares12,389 from 11,060

Change+1,329 (+12%)

Value$616.6K (+$54.1K)

Filed 2026-10-27

Davenport & Co LLC

INCREASED

Shares11,503 from 7,380

Change+4,123 (+56%)

Value$572.5K (+$197.2K)

Filed 2026-10-14

MMA Asset Management LLC

INCREASED

Shares10,835 from 8,216

Change+2,619 (+32%)

Value$539.3K (+$121.4K)

Filed 2026-11-02

Studio Investment Management LLC

INCREASED

Shares10,347 from 7,657

Change+2,690 (+35%)

Value$517.1K (+$126.2K)

Filed 2026-10-22

Center for Financial Planning, Inc.

INCREASED

Shares10,310 from 9,810

Change+500 (+5%)

Value$513.1K (+$14.2K)

Filed 2026-10-26

Bank of New York Mellon Corp

NEW

Shares9,492

Change+9,492

Value$472.4K

Filed 2026-11-05

Cherry Creek Investment Advisors, Inc.

DECREASED

Shares8,940 from 8,952

Change-12 (0%)

Value$445.0K (-$10.3K)

Filed 2026-10-14

First Heartland Consultants, Inc.

DECREASED

Shares8,762 from 8,862

Change-100 (-1%)

Value$436.1K (-$14.6K)

Filed 2026-10-08

NorthLanding Financial Partners, LLC

DECREASED

Shares8,710 from 8,821

Change-111 (-1%)

Value$433.5K (-$15.1K)

Filed 2026-10-15

Csenge Advisory Group

NEW

Shares6,932

Change+6,932

Value$345.0K

Filed 2026-11-04

Creative Planning

NEW

Shares6,711

Change+6,711

Value$334.0K

Filed 2026-11-02

Chicago Partners Investment Group LLC

INCREASED

Shares5,457 from 5,394

Change+63 (+1%)

Value$273.7K (+$396)

Filed 2026-10-27

IFP Advisors, Inc

INCREASED

Shares4,378 from 3,646

Change+732 (+20%)

Value$217.9K (+$32.5K)

Filed 2026-10-16

Cape Investment Advisory, Inc.

INCREASED

Shares4,281 from 4,232

Change+49 (+1%)

Value$213.0K (-$2.2K)

Filed 2026-10-13

Farther Finance Advisors, LLC

INCREASED

Shares2,207 from 2,182

Change+25 (+1%)

Value$109.9K (-$1.1K)

Filed 2026-10-08

Vestor Capital, LLC

NEW

Shares1,515

Change+1,515

Value$140

Filed 2026-11-04

MidAtlantic Capital Management, Inc.

NEW

Shares1,505

Change+1,505

Value$74.9K

Filed 2026-11-05

Clayton Financial Group LLC

NEW

Shares1,157

Change+1,157

Value$57.6K

Filed 2026-10-13

Private Trust Co NA

INCREASED

Shares1,043 from 591

Change+452 (+76%)

Value$51.9K (+$21.9K)

Filed 2026-10-20

Sovran Advisors, LLC

CLOSED

Shares0 from 7,992

Change-7,992 (-100%)

Value$0 (-$406.0K)

Filed 2026-11-02

PFG Advisors

CLOSED

Shares0 from 6,497

Change-6,497 (-100%)

Value$0 (-$330.4K)

Filed 2026-10-16

Wealthcare Advisory Partners LLC

CLOSED

Shares0 from 5,956

Change-5,956 (-100%)

Value$0 (-$302.9K)

Filed 2026-10-21

StoneX Group Inc.

CLOSED

Shares0 from 5,819

Change-5,819 (-100%)

Value$0 (-$296.8K)

Filed 2026-11-03

Morgan Stanley

N/A

Shares— from 8,881,070

Change-8,881,070 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 1,684,715

Change-1,684,715 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 575,254

Change-575,254 (-100%)

Value—

Per Stirling Capital Management, Llc.

N/A

Shares— from 542,407

Change-542,407 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 538,671

Change-538,671 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 389,668

Change-389,668 (-100%)

Value—

Tilson Financial Group, Inc.

N/A

Shares— from 338,935

Change-338,935 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 244,937

Change-244,937 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 157,002

Change-157,002 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 137,764

Change-137,764 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 136,217

Change-136,217 (-100%)

Value—

Wealthspan Partners, LLC

N/A

Shares— from 130,753

Change-130,753 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 103,919

Change-103,919 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 85,318

Change-85,318 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 82,608

Change-82,608 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 77,410

Change-77,410 (-100%)

Value—

Dakota Wealth Management

N/A

Shares— from 74,239

Change-74,239 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 71,189

Change-71,189 (-100%)

Value—

PCM Encore, LLC

N/A

Shares— from 69,240

Change-69,240 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 68,425

Change-68,425 (-100%)

Value—

FWG Holdings, LLC

N/A

Shares— from 64,539

Change-64,539 (-100%)

Value—

Liberty One Investment Management, LLC

N/A

Shares— from 60,012

Change-60,012 (-100%)

Value—

SAM Advisors, LLC

N/A

Shares— from 46,319

Change-46,319 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 27,114

Change-27,114 (-100%)

Value—

WNY Asset Management, LLC

N/A

Shares— from 25,057

Change-25,057 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 20,316

Change-20,316 (-100%)

Value—

Savvy Advisors, Inc.

N/A

Shares— from 16,624

Change-16,624 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 12,360

Change-12,360 (-100%)

Value—

Kinetic Wealth Investment Advisors LLC

N/A

Shares— from 11,226

Change-11,226 (-100%)

Value—

Stephens Inc

N/A

Shares— from 10,611

Change-10,611 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 10,247

Change-10,247 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 8,536

Change-8,536 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 7,618

Change-7,618 (-100%)

Value—

Stonebridge Financial Group, LLC / MO

N/A

Shares— from 7,425

Change-7,425 (-100%)

Value—

Strategic Financial Concepts, LLC

N/A

Shares— from 6,310

Change-6,310 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 5,410

Change-5,410 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 5,260

Change-5,260 (-100%)

Value—

&partners

N/A

Shares— from 4,842

Change-4,842 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 4,639

Change-4,639 (-100%)

Value—

Core Wealth Advisors, Inc.

N/A

Shares— from 4,378

Change-4,378 (-100%)

Value—

Note Advisors, LLC

N/A

Shares— from 4,364

Change-4,364 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 3,791

Change-3,791 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 2,963

Change-2,963 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 700

Change-700 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 631

Change-631 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 521

Change-521 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 167

Change-167 (-100%)

Value—

Webster Bank, N. A.

N/A

Shares— from 153

Change-153 (-100%)

Value—

Basepoint Wealth LLC

N/A

Shares— from 56

Change-56 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	1,723,096	1,458,364	+264,732	+18%	$74.2M	$85.8M	+$11.6M	2026-11-06
Systelligence, LLC	INCREASED	560,718	75,417	+485,301	+643%	$3.8M	$14.3M	+$10.5M	2026-11-05
D.A. Davidson & Co.	INCREASED	429,293	397,741	+31,552	+8%	$20.2M	$21.4M	+$1.1M	2026-10-28
Blue Water Asset Management	INCREASED	353,823	348,359	+5,464	+2%	$17.7M	$17.6M	-$106.0K	2026-11-04
Prism Advisors, Inc.	INCREASED	333,565	311,981	+21,584	+7%	$15.9M	$16.7M	+$800.8K	2026-10-09
Platform Technology Partners	INCREASED	303,445	289,968	+13,477	+5%	$14.7M	$15.1M	+$356.1K	2026-11-02
Thrivent Financial for Lutherans	NEW	255,573	—	+255,573	—	—	$12.7K	—	2026-11-05
Nemes Rush Group LLC	INCREASED	230,924	226,338	+4,586	+2%	$11.5M	$11.5M	-$17.3K	2026-11-04
Clear Trail Advisors, LLC	INCREASED	148,335	147,544	+791	+1%	$7.5M	$7.4M	-$120.8K	2026-10-20
MGO One Seven LLC	DECREASED	135,661	139,413	-3,752	-3%	$7.1M	$6.8M	-$338.0K	2026-10-28
Commonwealth Equity Services, LLC	DECREASED	113,374	114,821	-1,447	-1%	$5.8M	$5.6M	-$196.6K	2026-11-02
Prevail Innovative Wealth Advisors, LLC	DECREASED	101,386	121,407	-20,021	-16%	$6.2M	$5.1M	-$1.1M	2026-10-20
Opal Wealth Advisors, LLC	INCREASED	98,619	38,822	+59,797	+154%	$2.0M	$4.9M	+$2.9M	2026-10-16
Merit Financial Group, LLC	INCREASED	89,264	85,729	+3,535	+4%	$4.4M	$4.4M	+$82.9K	2026-11-06
PNC Financial Services Group, Inc.	INCREASED	73,387	2,456	+70,931	+2888%	$124.9K	$3.7M	+$3.5M	2026-11-06
Assetmark, Inc	DECREASED	56,737	65,723	-8,986	-14%	$3.3M	$2.8M	-$518.5K	2026-10-21
Dynamic Advisor Solutions LLC	DECREASED	52,608	53,018	-410	-1%	$2.7M	$2.6M	-$77.9K	2026-10-13
Fifth Third Bancorp	INCREASED	22,665	22,242	+423	+2%	$1.1M	$1.1M	-$3.1K	2026-11-05
Cambridge Investment Research Advisors, Inc.	DECREASED	14,833	68,373	-53,540	-78%	$3.5M	$738	-$3.5M	2026-11-02
WBI Investments, LLC	INCREASED	14,175	13,359	+816	+6%	$679.4K	$705.5K	+$26.1K	2026-11-05
BOS Asset Management, LLC	INCREASED	13,487	6,038	+7,449	+123%	$307.1K	$671.2K	+$364.2K	2026-10-09
First American Bank	INCREASED	12,389	11,060	+1,329	+12%	$562.5K	$616.6K	+$54.1K	2026-10-27
Davenport & Co LLC	INCREASED	11,503	7,380	+4,123	+56%	$375.3K	$572.5K	+$197.2K	2026-10-14
MMA Asset Management LLC	INCREASED	10,835	8,216	+2,619	+32%	$417.8K	$539.3K	+$121.4K	2026-11-02
Studio Investment Management LLC	INCREASED	10,347	7,657	+2,690	+35%	$390.9K	$517.1K	+$126.2K	2026-10-22
Center for Financial Planning, Inc.	INCREASED	10,310	9,810	+500	+5%	$498.9K	$513.1K	+$14.2K	2026-10-26
Bank of New York Mellon Corp	NEW	9,492	—	+9,492	—	—	$472.4K	—	2026-11-05
Cherry Creek Investment Advisors, Inc.	DECREASED	8,940	8,952	-12	0%	$455.3K	$445.0K	-$10.3K	2026-10-14
First Heartland Consultants, Inc.	DECREASED	8,762	8,862	-100	-1%	$450.7K	$436.1K	-$14.6K	2026-10-08
NorthLanding Financial Partners, LLC	DECREASED	8,710	8,821	-111	-1%	$448.6K	$433.5K	-$15.1K	2026-10-15
Csenge Advisory Group	NEW	6,932	—	+6,932	—	—	$345.0K	—	2026-11-04
Creative Planning	NEW	6,711	—	+6,711	—	—	$334.0K	—	2026-11-02
Chicago Partners Investment Group LLC	INCREASED	5,457	5,394	+63	+1%	$273.4K	$273.7K	+$396	2026-10-27
IFP Advisors, Inc	INCREASED	4,378	3,646	+732	+20%	$185.4K	$217.9K	+$32.5K	2026-10-16
Cape Investment Advisory, Inc.	INCREASED	4,281	4,232	+49	+1%	$215.2K	$213.0K	-$2.2K	2026-10-13
Farther Finance Advisors, LLC	INCREASED	2,207	2,182	+25	+1%	$111.0K	$109.9K	-$1.1K	2026-10-08
Vestor Capital, LLC	NEW	1,515	—	+1,515	—	—	$140	—	2026-11-04
MidAtlantic Capital Management, Inc.	NEW	1,505	—	+1,505	—	—	$74.9K	—	2026-11-05
Clayton Financial Group LLC	NEW	1,157	—	+1,157	—	—	$57.6K	—	2026-10-13
Private Trust Co NA	INCREASED	1,043	591	+452	+76%	$30.1K	$51.9K	+$21.9K	2026-10-20
Sovran Advisors, LLC	CLOSED	0	7,992	-7,992	-100%	$406.0K	$0	-$406.0K	2026-11-02
PFG Advisors	CLOSED	0	6,497	-6,497	-100%	$330.4K	$0	-$330.4K	2026-10-16
Wealthcare Advisory Partners LLC	CLOSED	0	5,956	-5,956	-100%	$302.9K	$0	-$302.9K	2026-10-21
StoneX Group Inc.	CLOSED	0	5,819	-5,819	-100%	$296.8K	$0	-$296.8K	2026-11-03
Morgan Stanley	N/A	—	8,881,070	-8,881,070	-100%	$451.6M	—	—	—
Ameriprise Financial Inc	N/A	—	1,684,715	-1,684,715	-100%	$85.6M	—	—	—
Raymond James Financial Inc	N/A	—	575,254	-575,254	-100%	$29.3M	—	—	—
Per Stirling Capital Management, Llc.	N/A	—	542,407	-542,407	-100%	$27.6M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	538,671	-538,671	-100%	$27.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	389,668	-389,668	-100%	$19.8M	—	—	—
Tilson Financial Group, Inc.	N/A	—	338,935	-338,935	-100%	$17.2M	—	—	—
HighTower Advisors, LLC	N/A	—	244,937	-244,937	-100%	$12.5M	—	—	—
IHT Wealth Management, LLC	N/A	—	157,002	-157,002	-100%	$8.0M	—	—	—
Private Advisor Group, LLC	N/A	—	137,764	-137,764	-100%	$7.0M	—	—	—
Royal Bank of Canada	N/A	—	136,217	-136,217	-100%	$6.9M	—	—	—
Wealthspan Partners, LLC	N/A	—	130,753	-130,753	-100%	$6.6M	—	—	—
Waverly Advisors, LLC	N/A	—	103,919	-103,919	-100%	$5.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	85,318	-85,318	-100%	$4.3M	—	—	—
Gateway Wealth Partners, LLC	N/A	—	82,608	-82,608	-100%	$4.2M	—	—	—
Janney Montgomery Scott LLC	N/A	—	77,410	-77,410	-100%	$3.9M	—	—	—
Dakota Wealth Management	N/A	—	74,239	-74,239	-100%	$3.8M	—	—	—
Bank of America Corp	N/A	—	71,189	-71,189	-100%	$3.6M	—	—	—
PCM Encore, LLC	N/A	—	69,240	-69,240	-100%	$3.5M	—	—	—
Cetera Investment Advisers	N/A	—	68,425	-68,425	-100%	$3.5M	—	—	—
FWG Holdings, LLC	N/A	—	64,539	-64,539	-100%	$3.3M	—	—	—
Liberty One Investment Management, LLC	N/A	—	60,012	-60,012	-100%	$3.1M	—	—	—
SAM Advisors, LLC	N/A	—	46,319	-46,319	-100%	$2.4M	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	27,114	-27,114	-100%	$1.4M	—	—	—
WNY Asset Management, LLC	N/A	—	25,057	-25,057	-100%	$1.3M	—	—	—
Sanctuary Advisors, LLC	N/A	—	20,316	-20,316	-100%	$1.0M	—	—	—
Savvy Advisors, Inc.	N/A	—	16,624	-16,624	-100%	$845.4K	—	—	—
Jane Street Group, LLC	N/A	—	12,360	-12,360	-100%	$628.6K	—	—	—
Kinetic Wealth Investment Advisors LLC	N/A	—	11,226	-11,226	-100%	$570.9K	—	—	—
Stephens Inc	N/A	—	10,611	-10,611	-100%	$539.6K	—	—	—
Old Mission Capital LLC	N/A	—	10,247	-10,247	-100%	$521.1K	—	—	—
NewEdge Advisors, LLC	N/A	—	8,536	-8,536	-100%	$434.1K	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	7,618	-7,618	-100%	$387.4K	—	—	—
Stonebridge Financial Group, LLC / MO	N/A	—	7,425	-7,425	-100%	$377.6K	—	—	—
Strategic Financial Concepts, LLC	N/A	—	6,310	-6,310	-100%	$320.9K	—	—	—
Capital Analysts, LLC	N/A	—	5,410	-5,410	-100%	$275.0K	—	—	—
MML Investors Services, LLC	N/A	—	5,260	-5,260	-100%	$267.5K	—	—	—
&partners	N/A	—	4,842	-4,842	-100%	$246.2K	—	—	—
Advisory Services Network, LLC	N/A	—	4,639	-4,639	-100%	$235.9K	—	—	—
Core Wealth Advisors, Inc.	N/A	—	4,378	-4,378	-100%	$222.6K	—	—	—
Note Advisors, LLC	N/A	—	4,364	-4,364	-100%	$221.9K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	3,791	-3,791	-100%	$192.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	2,963	-2,963	-100%	$150.7K	—	—	—
JPMorgan Chase & Co	N/A	—	700	-700	-100%	$35.8K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	631	-631	-100%	$32.1K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	521	-521	-100%	$26.5K	—	—	—
Wells Fargo & Company	N/A	—	167	-167	-100%	$8.5K	—	—	—
Webster Bank, N. A.	N/A	—	153	-153	-100%	$7.8K	—	—	—
Basepoint Wealth LLC	N/A	—	56	-56	-100%	$2.8K	—	—	—

Showing 93 of 93 institutions