Funds holding Eaton Vance Short Duration Income ETF
6 funds declare a position · 2 ETFs and 4 other funds · 62.5M $ · US61774R8253
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Eaton Vance Total Return Bond Fund Eaton Vance Mutual Funds Trust | 410,000 | 20.9M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| 2 | Short Duration Inflation-Protected Income Fund Eaton Vance Special Investment Trust | 401,000 | 20.4M $ | 3.62 % | as of Apr 30, 2026 · Original filing |
| 3 | Core Bond Portfolio Core Bond Portfolio | 285,000 | 14.5M $ | 1.93 % | as of Mar 31, 2026 · Original filing |
| 4 | GuidePath Flexible Income Allocation Fund GPS Funds II | 65,985 | 3.4M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| 5 | Liberty One Tactical Income ETF Two Roads Shared Trust | 56,261 | 2.9M $ | 6.70 % | as of Apr 30, 2026 · Original filing |
| 6 | WBI BullBear Yield 3000 ETF Absolute Shares Trust | 8,771 | 446.8K $ | 1.63 % | as of Mar 31, 2026 · Original filing |
Institutional managers
77 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 7,931,726 | 404M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 1,452,179 | 74M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 1,010,648 | 51.5M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 481,906 | 24.5M $ | as of Mar 31, 2026 |
| D.A. DAVIDSON & CO. | 362,147 | 18.4M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 359,302 | 18.3M $ | as of Mar 31, 2026 |
| Per Stirling Capital Management, LLC. | 339,034 | 17.3M $ | as of Mar 31, 2026 |
| Rockefeller Capital Management L.P. | 337,629 | 17.2M $ | as of Mar 31, 2026 |
| Tilson Financial Group, Inc. | 331,240 | 16.9M $ | as of Mar 31, 2026 |
| LeClair Wealth Partners LLC | 329,166 | 16.8M $ | as of Mar 31, 2026 |
| Blue Water Asset Management | 329,166 | 16.8M $ | as of Mar 31, 2026 |
| Prism Advisors, Inc. | 298,979 | 15.2M $ | as of Mar 31, 2026 |
| Platform Technology Partners | 260,234 | 13.3M $ | as of Mar 31, 2026 |
| Nemes Rush Group LLC | 218,876 | 11.1M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 186,370 | 9.5M $ | as of Mar 31, 2026 |
| IHT Wealth Management, LLC | 159,020 | 8.1M $ | as of Mar 31, 2026 |
| MGO ONE SEVEN LLC | 147,445 | 7.5M $ | as of Mar 31, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 139,414 | 7.1M $ | as of Mar 31, 2026 |
| Clear Trail Advisors, LLC | 133,525 | 6.8M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 129,920 | 6.6M $ | as of Mar 31, 2026 |
| Gateway Wealth Partners, LLC | 129,586 | 6.6M $ | as of Mar 31, 2026 |
| WEALTHSPAN PARTNERS, LLC | 129,435 | 6.6M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 126,982 | 6.5M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 123,004 | 6.3M $ | as of Mar 31, 2026 |
| Waverly Advisors, LLC | 107,294 | 5.5M $ | as of Mar 31, 2026 |