Eaton Vance Ult-SHRT IncomeEVSBETF
13F holders, Q3 2025 (September 30)15holders −1
3new positions
4sold out
1famous investor
$50.97avg. 13F price*
At the end of Q3 2025, 15 institutions reported holding Eaton Vance Ult-SHRT Income (EVSB) in their 13F filings, down 1 from Q2 2025. 3 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($91.0M), Wealth Enhancement Advisory Services, LLC ($87.0M) and Janney Montgomery Scott LLC ($5.6M). 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 (Q3 2025)
- CUSIP
- 61774R700
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2.4M |
| Exits | 4 | $5.7M |
All 13F filers, Q2 2025 → Q3 2025: 305,783 shares bought and 207,813 shares sold, net +97,970 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Morgan Stanley | 0.01% | Add +14.6% | 1,785,518 | $91.0M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Reduce -1.1% | 1,705,640 | $87.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +6.5% | 110,355 | $5.6M |
| LPL Financial LLC | 0.00% | Add +34.3% | 98,713 | $5.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -18.6% | 47,496 | $2.4M |
| Stifel Financial Corp. | 0.00% | New | 38,794 | $2.0M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -50.2% | 20,905 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -72.7% | 15,092 | $769K |
| Roman Butler Fullerton & Co. | 0.10% | New | 7,491 | $383K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -44.8% | 4,912 | $250K |
| Comerica Bank | 0.00% | Add +36.2% | 1,117 | $57K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 500 | $25K |
| Global Retirement Partners, LLC | 0.00% | No change | 369 | $19K |
| UBS Group AG | 0.00% | Reduce -85.8% | 109 | $6K |
| Osaic Holdings, Inc. | 0.00% | Add +5.3% | 100 | $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.