Eaton Vance Ult-SHRT IncomeEVSBETF
13F holders, Q1 2025 (March 31)12holders +2
3new positions
1sold out
1famous investor
$50.80avg. 13F price*
At the end of Q1 2025, 12 institutions reported holding Eaton Vance Ult-SHRT Income (EVSB) in their 13F filings, up 2 from Q4 2024. 3 opened new positions and 1 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($85.4M), Morgan Stanley ($39.2M) and Wealthcare Advisory Partners LLC ($37.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Eaton Vance Ult-SHRT Income
- Filed as
- MORGAN STANLEY ETF TRUST (Q1 2025)
- CUSIP
- 61774R700
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $5.3M |
| Exits | 1 | $69K |
All 13F filers, Q4 2024 → Q1 2025: 1,114,902 shares bought and 33,192 shares sold, net +1,081,710 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +7.6% | 1,681,171 | $85.4M |
| Morgan Stanley | 0.00% | Add +33.0% | 770,968 | $39.2M |
| Wealthcare Advisory Partners LLC | 1.00% | Add +1915.0% | 736,545 | $37.4M |
| LPL Financial LLC | 0.00% | New | 63,605 | $3.2M |
| Flow Traders U.S. LLC | 0.07% | New | 32,358 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -0.9% | 29,324 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.5% | 25,655 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -64.2% | 16,782 | $852K |
| Commonwealth Equity Services, LLC | 0.00% | New | 8,373 | $425K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -21.1% | 4,917 | $250K |
| Osaic Holdings, Inc. | 0.00% | Add +278.8% | 1,701 | $86K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 193 | $10K |
"% 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.