Eaton Vance Ult-SHRT IncomeEVSBETF
13F holders, Q4 2025 (December 31)23holders +8
8new positions
1sold out
1famous investor
$50.90avg. 13F price*
At the end of Q4 2025, 23 institutions reported holding Eaton Vance Ult-SHRT Income (EVSB) in their 13F filings, up 8 from Q3 2025. 8 opened new positions and 1 sold out. The largest holders were Morgan Stanley ($112.2M), Wealth Enhancement Advisory Services, LLC ($87.2M) 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 (Q4 2025)
- CUSIP
- 61774R700
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.2M |
| Exits | 1 | $250K |
All 13F filers, Q3 2025 → Q4 2025: 531,592 shares bought and 39,930 shares sold, net +491,662 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Morgan Stanley | 0.01% | Add +23.5% | 2,204,667 | $112.2M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +0.4% | 1,712,662 | $87.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.2% | 110,120 | $5.6M |
| LPL Financial LLC | 0.00% | Add +6.1% | 104,772 | $5.3M |
| Stifel Financial Corp. | 0.00% | Add +20.0% | 46,565 | $2.4M |
| Citadel Advisors | 0.00% | Add +136.9% | 35,754 | $1.8M |
| Flow Traders U.S. LLC | 0.04% | New | 26,779 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -49.5% | 23,984 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 14,809 | $753K |
| Roman Butler Fullerton & Co. | 0.19% | Add +88.5% | 14,121 | $720K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -53.9% | 9,634 | $490K |
| Mariner, LLC | 0.00% | New | 9,200 | $468K |
| Kingsview Wealth Management, LLC | 0.01% | New | 7,150 | $364K |
| William John Sempolinski | 0.13% | — | 5,000 | $254K |
| IFP Advisors, Inc | 0.00% | New | 3,558 | $181K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +239.0% | 1,695 | $86K |
| Comerica Bank | 0.00% | Add +6.6% | 1,191 | $61K |
| Kestra Advisory Services, LLC | 0.00% | New | 984 | $50K |
| UBS Group AG | 0.00% | Add +325.7% | 464 | $24K |
| Global Retirement Partners, LLC | 0.00% | Add +0.3% | 370 | $19K |
| Laurel Wealth Advisors LLC | 0.00% | New | 193 | $10K |
| Osaic Holdings, Inc. | 0.00% | No change | 100 | $5K |
| FMR LLC | 0.00% | New | 1 | $51 |
"% 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.