MML Investors Services
EVSM icon

MML Investors Services’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

MML Investors Services’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
Q2 		$3.57M Buy
70,973
+18,965
+36% +$954K 0.01% 1188
2026
Q1 		$2.61M Sell
52,008
-26,404
-34% -$1.34M 0.01% 1173
2025
Q4 		$3.95M Buy
78,412
+14,761
+23% +$744K 0.01% 992
2025
Q3 		$3.21M Buy
63,651
+33,728
+113% +$1.7M 0.01% 1056
2025
Q2 		$1.5M Buy
29,923
+4,970
+20% +$247K ﹤0.01% 1427
2025
Q1 		$1.24M Buy
+24,953
New +$1.25M ﹤0.01% 1443

Other funds holding EVSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

MML Investors Services's EVSM Position: Q2 2026 in Review

MML Investors Services increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 36% in Q2 2026, buying an estimated $954K and bringing the position to 70,973 shares worth $3.57M. The position accounts for 0.01% of the portfolio, ranked #1188.

MML Investors Services first reported a position in EVSM in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.95M in Q4 2025. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • MML Investors Services held 70,973 shares of Eaton Vance Short Duration Municipal Income ETF worth $3.57M as of Q2 2026.
  • MML Investors Services bought 18,965 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $954K.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #1188 holding.
  • MML Investors Services first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q1 2025 and has held it in 6 quarters since.
  • MML Investors Services's Eaton Vance Short Duration Municipal Income ETF position peaked at $3.95M in Q4 2025.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.