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Eaton Vance Shrt DUR Muni (EVSM)

CUSIP: 61774R858 | NYSE | 142 institutional holders

Quarters

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

Garrett Wealth Advisory Group, LLC304,682
2.3% of portfolio›$15.0M
Farther Finance Advisors, LLC241,341
0.1% of portfolio›$11.9M
Cambridge Investment Research Advisors, Inc.210,582
0.0% of portfolio›$10.4K
Diversified Portfolios, Inc.122,903
0.4% of portfolio›$6.0M
Commonwealth Equity Services, LLC100,961
0.0% of portfolio›$5.0M
Certified Advisory Corp61,554
0.3% of portfolio›$3.0M
Peoples Bank52,047
1.2% of portfolio›$2.6M
Parsons Capital Management Inc51,515
0.1% of portfolio›$2.5M
Rossby Financial, LCC48,810
0.4% of portfolio›$2.4M
Dynamic Advisor Solutions LLC42,316
0.1% of portfolio›$2.1M
Asset Allocation Strategies LLC42,230
0.3% of portfolio›$2.1M
Nemes Rush Group LLC40,549
0.2% of portfolio›$2.0M
Wealthcare Advisory Partners LLC32,897
0.0% of portfolio›$1.6M
Courier Capital LLC25,030
0.1% of portfolio›$1.2M
Baker Tilly Wealth Management, LLC21,213
0.2% of portfolio›$1.0M
Orba Wealth Advisors, L.L.C.19,572
0.8% of portfolio›$962.2K
IFP Advisors, Inc19,280
0.0% of portfolio›$947.8K
Oasis Advisors, LLC19,041
0.4% of portfolio›$936.1K
MBA Advisors LLC16,336
0.3% of portfolio›$803.1K
Cooper Financial Group15,941
0.1% of portfolio›$783.7K
AdvisorNet Financial, Inc15,504
0.0% of portfolio›$766.4K
Milestones Private Investment Advisors LLC14,521
0.6% of portfolio›$713.9K
Kestra Private Wealth Services, LLC13,880
0.0% of portfolio›$682.4K
Financial Solutions Advisory Group, Inc.13,500
0.1% of portfolio›$669.6K
Genesis Private Wealth, LLC13,158
0.2% of portfolio›$646.8K
Kestra Advisory Services, LLC13,080
0.0% of portfolio›$643.0K
New England Private Wealth Advisors LLC12,804
0.1% of portfolio›$629.4K
Quadcap Wealth Management, LLC12,776
0.1% of portfolio›$628.1K
Creative Financial Designs Inc12,464
0.0% of portfolio›$612.7K
Cornerstone Wealth Management, LLC11,253
0.0% of portfolio›$553.2K
Atria Investments, Inc10,311
0.0% of portfolio›$506.9K
BridgePort Financial Solutions, LLC7,282
0.1% of portfolio›$358.0K
Advisor Resource Council7,096
0.1% of portfolio›$349.5K
Urban Wealth Management, LLC6,417
0.3% of portfolio›$315.5K
Stronghold Wealth Management L.L.C.6,175
0.4% of portfolio›$303.6K
Howard Wealth Management, LLC5,591
0.1% of portfolio›$274.9K
Nations Financial Group Inc,4,925
0.0% of portfolio›$242.1K
Davenport & Co LLC4,685
0.0% of portfolio›$230.3K
Berkshire Money Management, Inc.4,077
0.0% of portfolio›$200.4K
Fifth Third Bancorp2,786
0.0% of portfolio›$137.0K
Private Trust Co NA1,142
0.0% of portfolio›$56.1K
Princeton Global Asset Management LLC639
0.0% of portfolio›$31.4K
StyleTurnoverLocationFiled
Garrett Wealth Advisory Group, LLC
304,682$15.0M2.3%ETFVery LowWeatherford, TX2026-10-22
Farther Finance Advisors, LLC
241,341$11.9M0.1%IndexLowSan Francisco, CA2026-10-08
Cambridge Investment Research Advisors, Inc.
210,582$10.4K0.0%ETFLowFairfield, IA2026-11-02
Diversified Portfolios, Inc.
122,903$6.0M0.4%ETFLowBloomfield Hills, MI2026-11-04
Commonwealth Equity Services, LLC
100,961$5.0M0.0%ETFLowWaltham, MA2026-11-02
Certified Advisory Corp
61,554$3.0M0.3%ETFLowAltamonte Springs, FL2026-10-29
Peoples Bank
52,047$2.6M1.2%ETFLowMarietta, OH2026-10-26
Parsons Capital Management Inc
51,515$2.5M0.1%CoreLowProvidence, RI2026-10-28
Rossby Financial, LCC
48,810$2.4M0.4%ETFMediumMelbourne, FL2026-11-05
Dynamic Advisor Solutions LLC
42,316$2.1M0.1%ETFLowPhoenix, AZ2026-10-13
Asset Allocation Strategies LLC
42,230$2.1M0.3%ETFMediumFarmington, MI2026-10-20
Nemes Rush Group LLC
40,549$2.0M0.2%CoreVery LowNovi, MI2026-11-04
Wealthcare Advisory Partners LLC
32,897$1.6M0.0%ETFLowWest Chester, PA2026-10-21
Courier Capital LLC
25,030$1.2M0.1%ETFLowBuffalo, NY2026-10-19
Baker Tilly Wealth Management, LLC
21,213$1.0M0.2%GrowthLowMadison, WI2026-10-05
Orba Wealth Advisors, L.L.C.
19,572$962.2K0.8%ETFMediumChicago, IL2026-10-23
IFP Advisors, Inc
19,280$947.8K0.0%GrowthLowTampa, FL2026-10-16
Oasis Advisors, LLC
19,041$936.1K0.4%ETFMediumForest City, IA2026-10-16
MBA Advisors LLC
16,336$803.1K0.3%ETFLowHermitage, PA2026-10-29
Cooper Financial Group
15,941$783.7K0.1%GrowthMediumIrvine, CA2026-10-07
AdvisorNet Financial, Inc
15,504$766.4K0.0%ETFLowMinnetonka, MN2026-10-15
Milestones Private Investment Advisors LLC
14,521$713.9K0.6%ETFMediumFairport, NY2026-10-19
Kestra Private Wealth Services, LLC
13,880$682.4K0.0%GrowthLowAustin, TX2026-10-30
Financial Solutions Advisory Group, Inc.
13,500$669.6K0.1%ETFMediumChicago, IL2026-10-28
Genesis Private Wealth, LLC
13,158$646.8K0.2%ETFLowAshburn, VA2026-11-02
Kestra Advisory Services, LLC
13,080$643.0K0.0%CoreLowAustin, TX2026-11-02
New England Private Wealth Advisors LLC
12,804$629.4K0.1%ETFVery LowWellesley, MA2026-10-19
Quadcap Wealth Management, LLC
12,776$628.1K0.1%ETFLowFrisco, TX2026-11-02
Creative Financial Designs Inc
12,464$612.7K0.0%ETFMediumKokomo, IN2026-11-04
Cornerstone Wealth Management, LLC
11,253$553.2K0.0%ETFVery LowSt. Peters, MO2026-11-04
Atria Investments, Inc
10,311$506.9K0.0%CoreMediumCharlotte, NC2026-10-15
BridgePort Financial Solutions, LLC
7,282$358.0K0.1%ETFLowFairfield, IA2026-11-02
Advisor Resource Council
7,096$349.5K0.1%ETFLowDallas, TX2026-11-05
Urban Wealth Management, LLC
6,417$315.5K0.3%GrowthMediumLakewood, CA2026-10-21
Stronghold Wealth Management L.L.C.
6,175$303.6K0.4%CoreLowTampa, FL2026-10-16
Howard Wealth Management, LLC
5,591$274.9K0.1%ETFVery LowMadison, CT2026-10-28
Nations Financial Group Inc,
4,925$242.1K0.0%CoreLowCedar Rapids, IA2026-11-05
Davenport & Co LLC
4,685$230.3K0.0%CoreMediumRichmond, VA2026-10-14
Berkshire Money Management, Inc.
4,077$200.4K0.0%ETFMediumDalton, MA2026-10-21
Fifth Third Bancorp
2,786$137.0K0.0%IndexVery LowCincinnati, OH2026-11-05
Private Trust Co NA
1,142$56.1K0.0%CoreLowCleveland, OH2026-10-20
Princeton Global Asset Management LLC
639$31.4K0.0%GrowthLowPrinceton, NJ2026-10-21