EATON VANCE (EVSD) is held by 27 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q1 2026.

Are institutions buying or selling EVSD?

In Q1 2026, 20 institutions opened or increased positions in EATON VANCE while 10 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on EVSD?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for EATON VANCE.

How many hedge funds hold EVSD?

27 institutional investors report holding EATON VANCE (EVSD) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into EVSD?

As of Q1 2026, tracked institutions in EATON VANCE show 20 buyers versus 10 sellers — net inflows.

EATON VANCE

EVSD·61774R825·US·ETF·Unknown - Unknown

Holders

Avg rating(14 Elite)

$660M

Total Value

67% (32)

Fund Consensus

20 buying - 10 selling

No verdict yet — fewer than 2 funds hold EVSD.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	7.9M(+35.0%)	$404M	0.0%	+1.74%	40
AMERIPRISE FINANCIAL INC	Increased	1.5M(+97.7%)	$74M	0.0%	-0.73%	48
LPL Financial LLC	Increased	1M(+35.5%)	$51.5M	0.0%	+1.31%	38
RAYMOND JAMES FINANCIAL INC	Increased	481,906(+179.9%)	$24.5M	0.0%	-0.33%	46
D.A. DAVIDSON & CO.	Increased	362,147(+87.3%)	$18.4M	0.1%	-0.61%	53
ENVESTNET ASSET MANAGEMENT INC	Increased	359,302(+271.0%)	$18.3M	0.0%	-0.55%	46
Rockefeller Capital Management L.P.	New	337,629	$17.2M	0.0%	-1.19%	39
HighTower Advisors, LLC	Decreased	186,370(-18.6%)	$9.5M	0.0%	+3.20%	0
ROYAL BANK OF CANADA	Increased	129,920(+0.1%)	$6.6M	0.0%	-0.84%	27
COMMONWEALTH EQUITY SERVICES, LLC	Increased	126,982(+204.0%)	$6.5M	0.0%	+0.06%	44
Private Advisor Group, LLC	Increased	123,004(+0.9%)	$6.3M	0.0%	+2.30%	27
WAWaverly Advisors, LLC	Decreased	107,294(-2.4%)	$5.5M	0.0%	+6.36%	0
MFMerit Financial Group, LLC	Increased	82,545(+15.1%)	$4.2M	0.0%	+3.33%	31
ASSETMARK, INC	Decreased	65,953(-9.1%)	$3.4M	0.0%	+2.31%	0
Sanctuary Advisors, LLC	Increased	62,307(+4.2%)	$3.2M	0.0%	-0.87%	28
OSAIC HOLDINGS, INC.	Increased	58,412(+55.2%)	$3M	0.0%	+0.88%	37
Cetera Investment Advisers	Increased	26,302(+20.1%)	$1.3M	0.0%	+0.84%	30
FIFTH THIRD BANCORP	New	22,907	$1.2M	0.0%	-1.19%	35
JANE STREET GROUP, LLC	Decreased	14,690(-83.8%)	$748,309	0.0%	+0.47%	0
DAVENPORT & Co LLC	Increased	6,386(+4.5%)	$325,303	0.0%	+0.24%	25