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Public ownership evidence

Eaton Vance Short Duration Municipal Income ETF (EVSM) Ownership Disclosures

Read EVSM 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, LLC2026-06-302026-08-1821,477$1,080,514None
Asset Allocation Strategies LLC2026-06-302026-08-1840,614$2,043,290None
FSA Advisors, Inc.2026-06-302026-08-1816,097$809,845None
Synergy Investment Management, LLC2026-06-302026-08-154,588$230,821None
Nemes Rush Group LLC2026-06-302026-08-1539,137$1,968,994None
Sunflower Bank, N.A.2026-06-302026-08-15196,868$9,904,488None
Western Wealth Management, LLC2026-06-302026-08-157,100$357,202None
IFG Advisory, LLC2026-06-302026-08-156,348$319,347None
Per Stirling Capital Management, LLC.2026-06-302026-08-1553,927$2,713,068None
OSAIC HOLDINGS, INC.2026-06-302026-08-155,338$268,556None
OSAIC HOLDINGS, INC.2026-06-302026-08-1529,008$1,459,424None
OSAIC HOLDINGS, INC.2026-06-302026-08-1589,766$4,516,626None
JANE STREET GROUP, LLC2026-06-302026-08-1517,272$868,960None
Waverly Advisors, LLC2026-06-302026-08-156,235$313,685None
&PARTNERS2026-06-302026-08-15267,880$13,487,989None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-159,341$471,160None
AMERIPRISE FINANCIAL INC2026-06-302026-08-151,413$71,065None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15896,633$45,092,852None
Chokshi & Queen Wealth Advisors, Inc2026-06-302026-08-154,815$242,244None
Cresset Asset Management, LLC2026-06-302026-08-156,609$333,353None
ROYAL BANK OF CANADA2026-06-302026-08-15526$26,000None
CITADEL ADVISORS LLC2026-06-302026-08-1543,605$2,193,781None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1536,587$1,840,703None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1513,771$692,813None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1538,953$1,959,737None
PANORAMIC INVESTMENT ADVISORS, LLC2026-06-302026-08-1421,598$1,086,594None
FSA Advisors, Inc.2026-06-302026-08-1416,097$809,845None
Sanctuary Advisors, LLC2026-06-302026-08-14105,711$5,318,333None
Rockefeller Capital Management L.P.2026-06-302026-08-1497,400$4,900,223None
Steward Partners Investment Advisory, LLC2026-06-302026-08-143,900$196,210None
Arete Wealth Advisors, LLC2026-06-302026-08-1417,091$859,848None
Elequin Capital, LP2026-06-302026-08-148,898$447,661None
Inspire Advisors, LLC2026-06-302026-08-148,645$434,933None
MORGAN STANLEY2026-06-302026-08-143,548,320$178,517,068None
MORGAN STANLEY2026-06-302026-08-14840$42,261None
MORGAN STANLEY2026-06-302026-08-141$50None
MORGAN STANLEY2026-06-302026-08-141$72None
Integrated Wealth Concepts LLC2026-06-302026-08-1338,701$1,947,024None
Cetera Investment Advisers2026-06-302026-08-1333,053$1,662,931None
Advisory Services Network, LLC2026-06-302026-08-1311,025$554,686None
Aptus Capital Advisors, LLC2026-06-302026-08-131,504$75,667None
NewEdge Advisors, LLC2026-06-302026-08-1315,250$767,256None
Summit Financial, LLC2026-06-302026-08-1367,820$3,420,807None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1386,721$4,362,953None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-133,734$187,848None
JPMORGAN CHASE & CO2026-06-302026-08-131,499$75,602None
Vise Technologies, Inc.2026-06-302026-08-1237,663$1,894,835None
Stratos Investment Management, LLC2026-06-302026-08-1245,800$2,304,221None
Stratos Wealth Partners, LTD.2026-06-302026-08-1220,962$1,054,604None
Arete Wealth Advisors, LLC2025-12-312026-08-1215,656$788,592None

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

WNY Asset Management, LLC ↗Asset Allocation Strategies LLC ↗FSA Advisors, Inc. ↗Synergy Investment Management, LLC ↗Nemes Rush Group LLC ↗Sunflower Bank, N.A. ↗Western Wealth Management, LLC ↗IFG Advisory, LLC ↗Per Stirling Capital Management, LLC. ↗OSAIC HOLDINGS, INC. ↗

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.