LPL Financial
EVSD

LPL Financial’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

LPL Financial’s Portfolio EVSD Stock Details EVSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51.5M Buy
1,010,648
+264,643
+35% +$13.6M 0.01% 902
2025
Q4 		$38.4M Buy
746,005
+223,253
+43% +$11.5M 0.01% 1012
2025
Q3 		$26.9M Buy
522,752
+72,642
+16% +$3.73M 0.01% 1177
2025
Q2 		$23M Buy
450,110
+119,530
+36% +$6.08M 0.01% 1169
2025
Q1 		$16.8M Buy
330,580
+251,195
+316% +$12.7M 0.01% 1260
2024
Q4 		$4.01M Buy
79,385
+52,059
+191% +$2.63M ﹤0.01% 2252
2024
Q3 		$1.39M Buy
27,326
+6,501
+31% +$329K ﹤0.01% 3077
2024
Q2 		$1.04M Buy
+20,825
New +$1.04M ﹤0.01% 3226

Other funds holding EVSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $333M AUM 14.3% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM
LWP
LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return

LPL Financial's EVSD Position: Q1 2026 in Review

LPL Financial increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 35% in Q1 2026, buying an estimated $13.6M and bringing the position to 1,010,648 shares worth $51.5M. The position accounts for 0.01% of the portfolio, ranked #902.

LPL Financial first reported a position in EVSD in Q2 2024 and has held it in 8 quarters since. 78 funds tracked by Wall St. Rank hold EVSD as of Q1 2026.

  • LPL Financial held 1,010,648 shares of Eaton Vance Short Duration Income ETF worth $51.5M as of Q1 2026.
  • LPL Financial bought 264,643 Eaton Vance Short Duration Income ETF shares in Q1 2026, an estimated $13.6M.
  • Eaton Vance Short Duration Income ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #902 holding.
  • LPL Financial first reported a position in Eaton Vance Short Duration Income ETF in Q2 2024 and has held it in 8 quarters since.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.