EVSD

Eaton Vance SHRT Dur Inc$50.81 0.24%
UnclassifiedUSCUSIP 61774R825· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
41
+5 QoQ
13F Value (tracked)
$696.6M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)13 adding · 3 trimming
Insider net (180d)$0

Price & smart-money activity

$50.81 0.24%2Y +1.6%
$49.63$50.18$50.73$51.29$51.84Jun 2024NovApr 2025AugJan 2026Jun4532433538286133
Hover for who · click for detailEnd-of-day closing prices52w $50.77 – $51.70
Build

Use EVSD data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns EVSD

This stock page is the Follow view. The Build view lets your agent query EVSD owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/EVSD"
Ask your agent
Use Arkolith to show who owns EVSD,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

41 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$404.0M
7.9M
+35%
Added · +2.1M sh
Q1 2026
2AMERIPRISE FINANCIAL INC
$74.0M
1.5M
+98%
Added · +718K sh
Q1 2026
3LPL Financial LLC
$51.5M
1.0M
+35%
Added · +265K sh
Q1 2026
4RAYMOND JAMES FINANCIAL INC
$24.5M
482K
+180%
Added · +310K sh
Q1 2026
5D.A. DAVIDSON & CO.
$18.4M
362K
+87%
Added · +169K sh
Q1 2026
6ENVESTNET ASSET MANAGEMENT INC
$18.3M
359K
+271%
Added · +262K sh
Q1 2026
7Rockefeller Capital Management L.P.
$17.2M
338K
3k×
Added · +338K sh
Q1 2026
8HighTower Advisors, LLC
$9.5M
186K
−19%
Reduced · −43K sh
Q1 2026
9IHT Wealth Management, LLC
$8.1M
159K
+2.7%
Added · +4K sh
Q1 2026
10MGO ONE SEVEN LLC
$7.5M
147K
+15%
Added · +19K sh
Q1 2026
11CREATIVE FINANCIAL DESIGNS INC /ADV
$7.1M
139K
New
+139K sh
Q1 2026
12ROYAL BANK OF CANADA
$6.6M
130K
+0.1%
Added · +114 sh
Q1 2026
13Gateway Wealth Partners, LLC
$6.6M
130K
+149%
Added · +78K sh
Q1 2026
14COMMONWEALTH EQUITY SERVICES, LLC
$6.5M
127K
+204%
Added · +85K sh
Q1 2026
15Private Advisor Group, LLC
$6.3M
123K
+0.9%
Added · +1K sh
Q1 2026
16Waverly Advisors, LLC
$5.5M
107K
−2.3%
Reduced · −3K sh
Q1 2026
17Merit Financial Group, LLC
$4.2M
83K
+15%
Added · +11K sh
Q1 2026
18ASSETMARK, INC
$3.4M
66K
−9.1%
Reduced · −7K sh
Q1 2026
19Sanctuary Advisors, LLC
$3.2M
62K
+4.2%
Added · +3K sh
Q1 2026
20OSAIC HOLDINGS, INC.
$3.0M
58K
+55%
Added · +21K sh
Q1 2026
21WNY Asset Management, LLC
$2.3M
45K
New
+45K sh
Q1 2026
22Dynamic Advisor Solutions LLC
$1.9M
37K
+42%
Added · +11K sh
Q1 2026
23Cetera Investment Advisers
$1.3M
26K
+20%
Added · +4K sh
Q1 2026
24FIFTH THIRD BANCORP
$1.2M
23K
New
+23K sh
Q1 2026
25JANE STREET GROUP, LLC
$748K
15K
−84%
Reduced · −76K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
4
funds
Added
9
funds
Reduced
3
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

41 funds+27 since Q2 2024
02141Q2 2024Q4 2024Q2 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $696.6M

Share classes

Class13F holdersValue held
EVTRmc89 funds$3.5B
EVSMmc59 funds$342.0M
CVIEFUND49 funds$221.9M
XAGGmc43 funds$498.1M
EVSDthis pagemc41 funds$696.6M
CVLCFUND41 funds$222.8M
EVMOmc36 funds$524.2M
EVLNmc35 funds$1.1B

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own EVSD also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV20 funds$6.5B
NVIDIA CORPNVDA20 funds$4.9B
VANGUARD S&P 500 ETFVOO20 funds$4.9B
MICROSOFT CORPMSFT20 funds$4.7B
VANGUARD MEGA CAP GROWTH ETFMGK20 funds$3.5B
ALPHABET INC-CL AGOOGL20 funds$3.4B
VANGUARD GROWTH ETFVUG20 funds$3.2B
VANGUARD VALUE ETFVTV20 funds$3.1B
ISHARES CORE U.S. AGGREGATEAGG20 funds$2.7B
JPMORGAN CHASE & COJPM20 funds$2.3B
BROADCOM INCAVGO20 funds$2.2B
META PLATFORMS INC-CLASS AMETA20 funds$2.1B

Ranked by how many of EVSD's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EVSD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.