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EVSB · Eaton Vance Ultra-Short Income ETF ETF

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$50.78 -0.02 (-0.04%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $113,890,369
Total Shares: 2,243,880

Institutional Ownership Trend

10 quarters

Holder Concentration

Across 6 13F filers · Δ vs Dec 31, 2025
Top Holder
96.0%
Dec 2023 → Mar 2026 · range 46.1% – 100.0%
+44.9 pts
Top 5
100.0%
Dec 2023 → Mar 2026 · range 94.1% – 100.0%
+3.0 pts
Top 10
100.0%
Dec 2023 → Mar 2026 · range 99.3% – 100.0%
+0.7 pts
HHI
9,226
Dec 2023 → Mar 2026 · range 3,493 – 10,000
Highly concentrated+5,015

Quarterly Activity

vs Dec 31, 2025
New
2
Increased
1
Decreased
1
Sold Out
18
Unchanged
2
Holder count: -16
Institutional value: -48.1%
Shares held: -47.9%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
CITADEL ADVISORS LLC +9,783 45,537

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
MORGAN STANLEY −50,182 2,154,485

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
GOLDMAN SACHS GROUP INC 34,276 $1,739,712
SUSQUEHANNA INTERNATIONAL GROUP, LLP 4,482 $227,488

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1,712,662 $87,140,242
Janney Montgomery Scott LLC 110,120 $5,602,905
LPL Financial LLC 104,772 $5,330,799
STIFEL FINANCIAL CORP 46,565 $2,369,227
FLOW TRADERS U.S. LLC 26,779 $1,362,515
Filter: New 2 Increased 1 Reduced 1 Sold out 18 Unchanged 2
Showing 6 of 6
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
MORGAN STANLEY EVSB $109,353,039 96.02% 2,154,485
CITADEL ADVISORS LLC EVSB $2,311,275 2.03% 45,537
GOLDMAN SACHS GROUP INC EVSB $1,739,712 1.53% 34,276
WILLIAM JOHN SEMPOLINSKI EVSB $253,780 0.22% 5,000
SUSQUEHANNA INTERNATIONAL GROUP, LLP EVSB $227,488 0.20% 4,482
OSAIC HOLDINGS, INC. EVSB $5,075 0.00% 100