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EVSM — EATON VANCE SHRT DUR MUNI

Reported value held$183.99M
Funds holding (latest)9
Sector—
Funds holding (Q2 2026)5
Institutional value$182.83M · 3.63M sh
New / Add / Cut / Exit3 / 2 / 0 / 3
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +2.1% (+73.81K sh)
Institutional value change Up +2.3%

As of Q2 2026, 5 SEC-registered investment managers reported holding EVSM (EATON VANCE SHRT DUR MUNI) in their latest 13F filings, with a combined reported value of $182.83M across 3.63M shares. That is +2.1% by share count (+73.81K shares) versus the previous quarter, while reported value moved +2.3%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 3 opened new positions, 2 added to existing stakes, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Morgan Stanley history Q2 2026 3.55M $178.56M 0.01% Add
Citadel Advisors history Q2 2026 43.60K $2.19M 0.00% Add
Wells Fargo & Co history Q2 2026 38.95K $1.96M 0.00% New
Goldman Sachs Group history Q1 2026 13.84K $694.63K 0.00% Reduce
Bank of America Corp history Q1 2026 9.37K $470.28K 0.00% New
JPMorgan Chase & Co history Q2 2026 1.50K $75.60K 0.00% New
PNC Financial Services history Q2 2026 772 $38.84K 0.00% New
UBS Group AG history Q1 2026 50 $2.51K 0.00% New
Fidelity Management & Research (FMR) history Q4 2025 1 $50 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 9 funds)

FundQ1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Morgan Stanley 1.23M 1.18M 1.27M 1.68M 2.48M 2.69M 2.90M 3.01M 3.52M 3.55M
Citadel Advisors — — — — — — — 23.41K 18.42K 43.60K
Wells Fargo & Co — — — — — — — — — 38.95K
JPMorgan Chase & Co — — — — 8.29K — — 115 — 1.50K
PNC Financial Services — — — — — — — — — 772
Fidelity Management & Research (FMR) — — — — — — — 1 — —
Goldman Sachs Group — 31.43K — — — — — 20.22K 13.84K —
Bank of America Corp — — — — — — — — 9.37K —
UBS Group AG — — — 9 562 2.54K — — 50 —

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