EVSM — EATON VANCE SHRT DUR MUNI
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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| 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)
- Wells Fargo & Co 38.95K sh · $1.96M
- JPMorgan Chase & Co 1.50K sh · $75.60K
- PNC Financial Services 772 sh · $38.84K
Fully Exited (vs previous quarter)
- Goldman Sachs Group sold 13.84K sh · $694.63K
- Bank of America Corp sold 9.37K sh · $470.28K
- UBS Group AG sold 50 sh · $2.51K
Fund Position History — shares by quarter (top 9 funds)
| Fund | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 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 | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details