Eaton Vance Ult-SHRT IncomeEVSBETF
13F holders, Q2 2025 (June 30)16holders +4
5new positions
2sold out
1famous investor
$50.83avg. 13F price*
At the end of Q2 2025, 16 institutions reported holding Eaton Vance Ult-SHRT Income (EVSB) in their 13F filings, up 4 from Q1 2025. 5 opened new positions and 2 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($87.7M), Morgan Stanley ($79.2M) and Janney Montgomery Scott LLC ($5.3M). 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 (Q2 2025)
- CUSIP
- 61774R700
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $4.1M |
| Exits | 2 | $260K |
All 13F filers, Q1 2025 → Q2 2025: 1,069,832 shares bought and 702,652 shares sold, net +367,180 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Wealth Enhancement Advisory Services, LLC | 0.15% | Add +2.6% | 1,725,239 | $87.7M |
| Morgan Stanley | 0.01% | Add +102.2% | 1,558,716 | $79.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +304.0% | 103,656 | $5.3M |
| LPL Financial LLC | 0.00% | Add +15.6% | 73,518 | $3.7M |
| Jane Street Group, LLC | 0.00% | Add +252.3% | 59,128 | $3.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 58,371 | $3.0M |
| Citadel Advisors | 0.00% | Add +88.5% | 55,269 | $2.8M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -94.3% | 42,007 | $2.1M |
| Flow Traders U.S. LLC | 0.06% | Reduce -4.3% | 30,960 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.01% | New | 11,638 | $591K |
| JPMorgan Chase & Co. | 0.00% | New | 9,691 | $492K |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.3% | 8,899 | $452K |
| Comerica Bank | 0.00% | New | 820 | $42K |
| UBS Group AG | 0.00% | New | 765 | $39K |
| Global Retirement Partners, LLC | 0.00% | — | 369 | $19K |
| Osaic Holdings, Inc. | 0.00% | Reduce -94.4% | 95 | $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.