EVSM

EATON VANCE SHRT DUR MUNI

Who Owns This Stock

Who Owns EVSM

Dealer / Bank45.6%6 holders

Other45.2%64 holders

Quality / Compounder8.6%2 holders

Based on Q4 2025 13F filings + AC behavioral model

74 institutional holders

Top Holders

1.★Morgan Stanley IMdealer_bank

$151564.4B

2.▲AMERIPRISE FINANCIAL INCquality_compounder

+34.4%$29004.1B

3.▲ENVESTNET ASSET MANAGEMENT INCother_unclassified

+11.2%$13826.0B

4.▲LPL Financial LLCother_unclassified

+45.6%$12763.5B

5.★Garrett Wealth Advisory Group, LLCother_unclassified

$12370.5B

6.★&PARTNERSother_unclassified

$10519.0B

7.★Sunflower Bank, N.A.dealer_bank

$9610.5B

8.▲Tilson Financial Group, Inc.other_unclassified

+3.5%$8879.2B

9.▲Sanctuary Advisors, LLCother_unclassified

+9.0%$5660.5B

10.▲Farther Finance Advisors, LLCother_unclassified

+8.3%$5646.9B

11.★JANE STREET GROUP, LLCother_unclassified

$4937.2B

12.▼Atria Investments, Incother_unclassified

-23.2%$4684.2B

13.★MML INVESTORS SERVICES, LLCother_unclassified

$3949.6B

14.▲Summit Financial, LLCother_unclassified

+27.8%$3337.1B

15.▲Diversified Portfolios, Inc.other_unclassified

+163.7%$3211.8B

16.▼Arkadios Wealth Advisorsother_unclassified

-0.4%$2770.4B

17.★OSAIC HOLDINGS, INC.other_unclassified

$2628.5B

18.▼WEALTHSPAN PARTNERS, LLCother_unclassified

-7.4%$2592.2B

19.★Cetera Investment Advisersother_unclassified

$2524.1B

20.▲U.S. Capital Wealth Advisors, LLCother_unclassified

+7.6%$2429.8B

Institutional Pressure

Market Regime:Strong Risk-Off (-0.62)

SELLINGBUYING

▲

Neutral

Dealer / Bank(45.6%)

●

Facilitating

Other(45.2%)

●

—

Quality / Compounder(8.6%)

●

Holds through

Tactical / Macro(0.4%)

●

Reducing rapidly

Income / Defensive(0.3%)

●

Inflows (flight to yield)

9% passive + quality floor won't sell.

Updated daily · Based on Q4 2025 filings + AC behavioral model

Market data provided by TradingView and Finnhub.