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Public ownership evidence

Eaton Vance Short Duration Income ETF (EVSD) Ownership Disclosures

Read EVSD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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WNY Asset Management, LLC2026-06-302026-08-1825,057$1,274,274None
Note Advisors, LLC2026-06-302026-08-154,364$221,931None
Nemes Rush Group LLC2026-06-302026-08-15226,338$11,510,395None
Ameritas Advisory Services, LLC2026-06-302026-08-15631$32,093None
FWG Holdings, LLC2026-06-302026-08-1564,539$3,273,740None
Per Stirling Capital Management, LLC.2026-06-302026-08-15542,407$27,584,097None
OSAIC HOLDINGS, INC.2026-06-302026-08-1585,318$4,339,295None
JANE STREET GROUP, LLC2026-06-302026-08-1512,360$628,568None
OLD MISSION CAPITAL LLC2026-06-302026-08-1510,247$521,111None
Waverly Advisors, LLC2026-06-302026-08-15103,919$5,284,793None
&PARTNERS2026-06-302026-08-154,842$246,243None
AMERIPRISE FINANCIAL INC2026-06-302026-08-152,394$121,747None
AMERIPRISE FINANCIAL INC2026-06-302026-08-151,682,222$85,498,453None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1599$5,053None
ROYAL BANK OF CANADA2026-06-302026-08-15600$31,000None
ROYAL BANK OF CANADA2026-06-302026-08-15133,483$6,788,000None
ROYAL BANK OF CANADA2026-06-302026-08-15753$38,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,381$70,000None
IHT Wealth Management, LLC2026-06-302026-08-15157,002$7,984,332None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15404,431$20,567,318None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15170,823$8,687,211None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15167$8,493None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1541,935$2,132,604None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1529,254$1,487,712None
Sanctuary Advisors, LLC2026-06-302026-08-1420,316$1,033,170None
Rockefeller Capital Management L.P.2026-06-302026-08-14538,671$27,394,141None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14521$26,495None
SAM Advisors, LLC2026-06-302026-08-1446,319$2,355,541None
LIBERTY ONE INVESTMENT MANAGEMENT, LLC2026-06-302026-08-1460,012$3,051,910None
MORGAN STANLEY2026-06-302026-08-14235,001$11,950,976None
MORGAN STANLEY2026-06-302026-08-1423,924$1,216,656None
MORGAN STANLEY2026-06-302026-08-147,526,145$382,742,107None
MORGAN STANLEY2026-06-302026-08-14285,000$14,493,675None
MORGAN STANLEY2026-06-302026-08-14811,000$41,243,405None
Cetera Investment Advisers2026-06-302026-08-1368,425$3,479,722None
Advisory Services Network, LLC2026-06-302026-08-134,639$235,916None
NewEdge Advisors, LLC2026-06-302026-08-138,536$434,099None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-133,791$192,791None
StoneX Group Inc.2026-06-302026-08-135,819$296,829None
JPMORGAN CHASE & CO2026-06-302026-08-13700$35,774None
Core Wealth Advisors, Inc.2026-06-302026-08-124,378$222,643None
Stratos Wealth Partners, LTD.2026-06-302026-08-1227,114$1,378,883None
PCM Encore, LLC2026-06-302026-08-1269,240$3,521,195None
WBI INVESTMENTS, LLC2026-06-302026-08-125,338$271,464None
WBI INVESTMENTS, LLC2026-06-302026-08-128,021$407,908None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12322$16,375None
Basepoint Wealth LLC2026-06-302026-08-1156$2,848None

90-day public filing window, up to 50 source positions.

WNY Asset Management, LLC ↗Note Advisors, LLC ↗Nemes Rush Group LLC ↗Ameritas Advisory Services, LLC ↗FWG Holdings, LLC ↗Per Stirling Capital Management, LLC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗OLD MISSION CAPITAL LLC ↗Waverly Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.