Who Owns EATON S/DUR INCM ETF (EVSD)? -- Institutional Holders (2026-06-30)

95 institutions reported holding $959.2M of EATON S/DUR INCM ETF (EVSD) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($451.6M), AMERIPRISE FINANCIAL INC ($85.6M), LPL Financial LLC ($74.2M), RAYMOND JAMES FINANCIAL INC ($29.3M), Per Stirling Capital Management, LLC. ($27.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$451.6M8.9MAdded
2AMERIPRISE FINANCIAL INC$85.6M1.7MAdded
3LPL Financial LLC$74.2M1.5MAdded
4RAYMOND JAMES FINANCIAL INC$29.3M575,254Added
5Per Stirling Capital Management, LLC.$27.6M542,407Added
6Rockefeller Capital Management L.P.$27.4M538,671Added
7D.A. DAVIDSON & CO.$20.2M397,741Added
8ENVESTNET ASSET MANAGEMENT INC$19.8M389,668Added
9Blue Water Asset Management$17.7M348,359Added
10Tilson Financial Group, Inc.$17.2M338,935Added
11Prism Advisors, Inc.$15.9M311,981Added
12Platform Technology Partners$14.7M289,968Added
13HighTower Advisors, LLC$12.5M244,937Added
14Nemes Rush Group LLC$11.5M226,338Added
15IHT Wealth Management, LLC$8.0M157,002Trimmed
16Clear Trail Advisors, LLC$7.5M147,544Added
17MGO ONE SEVEN LLC$7.1M139,413Trimmed
18Private Advisor Group, LLC$7.0M137,764Added
19Royal Bank of Canada$6.9M136,217Added
20WEALTHSPAN PARTNERS, LLC$6.6M130,753Added
21PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$6.2M121,407Added
22COMMONWEALTH EQUITY SERVICES, LLC$5.8M114,821Trimmed
23Waverly Advisors, LLC$5.3M103,919Trimmed
24Merit Financial Group, LLC$4.4M85,729Added
25OSAIC HOLDINGS, INC.$4.3M85,318Added

Source: SEC Form 13F filings · as of 2026-06-30