EATON VANCE (EVSM) is held by 34 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 EVSM?

In Q1 2026, 26 institutions opened or increased positions in EATON VANCE while 12 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on EVSM?

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 EVSM?

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

Is institutional money flowing into EVSM?

As of Q1 2026, tracked institutions in EATON VANCE show 26 buyers versus 12 sellers — net inflows.

EATON VANCE

EVSM·61774R858·US·ETF·Unknown - Unknown

Holders

Avg rating(13 Elite)

$313.9M

Total Value

68% (39)

Fund Consensus

26 buying - 12 selling

No verdict yet — fewer than 2 funds hold EVSM.

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

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	3.5M(+16.9%)	$176.6M	0.0%	+3.77%	35
AMERIPRISE FINANCIAL INC	Increased	835,804(+45.0%)	$42M	0.0%	+0.22%	39
LPL Financial LLC	Increased	543,001(+114.3%)	$27.3M	0.0%	+0.18%	46
ENVESTNET ASSET MANAGEMENT INC	Increased	287,303(+4.7%)	$14.4M	0.0%	+2.39%	29
&PARTNERS	Increased	243,867(+16.9%)	$12.3M	0.1%	+2.28%	32
Farther Finance Advisors, LLC	Increased	159,336(+42.1%)	$8M	0.1%	+0.93%	37
Sanctuary Advisors, LLC	Decreased	111,715(-0.6%)	$5.6M	0.0%	+2.09%	0
OSAIC HOLDINGS, INC.	Increased	107,318(+35.2%)	$5.4M	0.0%	+1.82%	35
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	59,551(+244.1%)	$3M	0.0%	-0.33%	43
MML INVESTORS SERVICES, LLC	Decreased	52,008(-33.7%)	$2.6M	0.0%	+1.63%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	44,214(+16.7%)	$2.2M	0.0%	+1.42%	30
Cetera Investment Advisers	Decreased	40,653(-18.9%)	$2M	0.0%	+2.15%	0
IWIntegrated Wealth Concepts LLC	New	36,659	$1.8M	0.0%	-0.53%	36
JANE STREET GROUP, LLC	Decreased	35,255(-64.0%)	$1.8M	0.0%	+0.27%	0
HighTower Advisors, LLC	Increased	26,546(+85.5%)	$1.3M	0.0%	+1.59%	39
CITADEL ADVISORS LLC	Decreased	18,422(-21.3%)	$924,600	0.0%	+0.16%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	16,424	$824,321	0.0%	-0.53%	34
OPOrion Porfolio Solutions, LLC	Decreased	14,952(-67.8%)	$750,417	0.0%	+1.66%	0
GOLDMAN SACHS GROUP INC	Decreased	13,840(-31.5%)	$694,630	0.0%	+0.16%	0
Kestra Advisory Services, LLC	Increased	10,688(+0.4%)	$536,439	0.0%	+1.39%	24