Eaton Vance Ult-SHRT IncomeEVSBETF
13F holders, Q2 2026 (June 30)20holders +2
5new positions
4sold out
$50.80avg. 13F price*
At the end of Q2 2026, 20 institutions reported holding Eaton Vance Ult-SHRT Income (EVSB) in their 13F filings, up 2 from Q1 2026. 5 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($138.7M), Janney Montgomery Scott LLC ($6.2M) and LPL Financial LLC ($4.1M).
- Company
- Eaton Vance Ult-SHRT Income
- Filed as
- MORGAN STANLEY ETF TRUST (Q2 2026)
- CUSIP
- 61774R700
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.7M |
| Exits | 4 | $3.5M |
All 13F filers, Q1 2026 → Q2 2026: 748,030 shares bought and 255,618 shares sold, net +492,412 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Morgan Stanley | 0.01% | Add +26.8% | 2,731,173 | $138.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +20.1% | 121,149 | $6.2M |
| LPL Financial LLC | 0.00% | Add +26.1% | 81,239 | $4.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +96.5% | 67,370 | $3.4M |
| Stifel Financial Corp. | 0.00% | Add +31.4% | 62,630 | $3.2M |
| Osaic Holdings, Inc. | 0.00% | Add +41259.0% | 41,359 | $2.1M |
| Roman Butler Fullerton & Co. | 0.34% | Add +70.8% | 27,979 | $1.4M |
| Private Advisor Group, LLC | 0.00% | Reduce -93.1% | 13,158 | $668K |
| Inspire Advisors, LLC | 0.04% | New | 11,831 | $601K |
| Commonwealth Equity Services, LLC | 0.00% | New | 9,943 | $505K |
| Flow Traders U.S. LLC | 0.02% | New | 9,424 | $479K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -19.1% | 7,675 | $390K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -52.1% | 6,329 | $322K |
| William John Sempolinski | 0.10% | No change | 5,000 | $254K |
| IFP Advisors, Inc | 0.00% | Add +1.1% | 3,723 | $189K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +9.1% | 1,850 | $94K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,708 | $87K |
| Fifth Third Bancorp | 0.00% | Add +14.1% | 1,107 | $56K |
| Global Retirement Partners, LLC | 0.00% | — | 371 | $19K |
| Ameritas Advisory Services, LLC | 0.00% | New | 99 | $5K |
"% of holder's portfolio" is EVSB's weight in each manager's 13F, not the share of Eaton Vance Ult-SHRT Income the manager owns.