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

117 institutions reported holding $449.1M of EATON S/DUR MUN INCM ETF (EVSM) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($178.6M), AMERIPRISE FINANCIAL INC ($45.2M), LPL Financial LLC ($37.0M), ENVESTNET ASSET MANAGEMENT INC ($15.7M), Garrett Wealth Advisory Group, LLC ($14.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$178.6M3.5MAdded
2AMERIPRISE FINANCIAL INC$45.2M898,046Added
3LPL Financial LLC$37.0M735,098Added
4ENVESTNET ASSET MANAGEMENT INC$15.7M313,014Added
5Garrett Wealth Advisory Group, LLC$14.1M279,990Added
6&PARTNERS$13.5M267,880Added
7Farther Finance Advisors, LLC$10.5M208,495Added
8Sunflower Bank, N.A.$9.9M196,868Trimmed
9Tilson Financial Group, Inc.$9.1M180,493Added
10Diversified Portfolios, Inc.$7.6M150,334Added
11OSAIC HOLDINGS, INC.$6.2M124,112Added
12Sanctuary Advisors, LLC$5.3M105,711Trimmed
13Rockefeller Capital Management L.P.$4.9M97,400New
14NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.4M86,721Added
15MML INVESTORS SERVICES, LLC$3.6M70,973Added
16COMMONWEALTH EQUITY SERVICES, LLC$3.4M68,417Added
17Summit Financial, LLC$3.4M67,820Trimmed
18Arkadios Wealth Advisors$2.7M54,116Trimmed
19Per Stirling Capital Management, LLC.$2.7M53,927New
20WEALTHSPAN PARTNERS, LLC$2.7M53,492Trimmed
21RAYMOND JAMES FINANCIAL INC$2.5M50,358Added
22Rossby Financial, LCC$2.4M47,335Added
23Stratos Investment Management, LLC$2.3M45,800New
24Valmark Advisers, Inc.$2.3M45,634Added
25Janney Montgomery Scott LLC$2.3M45,336Added

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