LPL Financial
EVSM icon

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

LPL Financial’s Portfolio EVSM Stock Details EVSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.3M Buy
543,001
+289,607
+114% +$14.6M 0.01% 1267
2025
Q4 		$12.8M Buy
253,394
+79,354
+46% +$4M ﹤0.01% 1725
2025
Q3 		$8.78M Buy
174,040
+104,920
+152% +$5.28M ﹤0.01% 1993
2025
Q2 		$3.46M Buy
+69,120
New +$3.44M ﹤0.01% 2616

Other funds holding EVSM

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial's EVSM Position: Q1 2026 in Review

LPL Financial increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 114% in Q1 2026, buying an estimated $14.6M and bringing the position to 543,001 shares worth $27.3M. The position accounts for 0.01% of the portfolio, ranked #1267.

LPL Financial first reported a position in EVSM in Q2 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

  • LPL Financial held 543,001 shares of Eaton Vance Short Duration Municipal Income ETF worth $27.3M as of Q1 2026.
  • LPL Financial bought 289,607 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $14.6M.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1267 holding.
  • LPL Financial first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

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