Who owns Eaton Vance Ultra-Short Income ETF?
Institutional ownership of EVSB from SEC Form 13F filings across 16 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
16
13F holders
$155.1M
value, 2026 filers
70.4%
of shares outstanding (3.2M sh)
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of EVSB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2.7M | $138.7M | 0.0% | 60.6% | +26.8% |
| 2 | Janney Montgomery Scott LLC | 121,149 | $6,154 | 0.0% | 2.7% | +20.1% |
| 3 | LPL Financial LLC | 81,239 | $4.1M | 0.0% | 1.8% | +26.1% |
| 4 | GOLDMAN SACHS GROUP INC | 67,370 | $3.4M | 0.0% | 1.5% | +96.6% |
| 5 | STIFEL FINANCIAL CORP | 62,630 | $3.2M | 0.0% | 1.4% | +31.4% |
| 6 | OSAIC HOLDINGS, INC. | 41,359 | $2.1M | 0.0% | 0.9% | +41259.0% |
| 7 | ROMAN BUTLER FULLERTON & CO | 27,979 | $1.4M | 0.3% | 0.6% | +70.9% |
| 8 | Inspire Advisors, LLCNEW | 11,831 | $601,008 | 0.0% | 0.3% | new |
| 9 | COMMONWEALTH EQUITY SERVICES, LLCNEW | 9,943 | $505,090 | 0.0% | 0.2% | new |
| 10 | Wealthcare Advisory Partners LLC | 7,675 | $389,903 | 0.0% | 0.2% | -19.1% |
| 11 | WILLIAM JOHN SEMPOLINSKINEW | 5,000 | $254,000 | 0.1% | 0.1% | new |
| 12 | IFP Advisors, Inc | 3,723 | $189,128 | 0.0% | 0.1% | +1.1% |
| 13 | Steward Partners Investment Advisory, LLC | 1,850 | $93,980 | 0.0% | 0% | +9.1% |
| 14 | FIFTH THIRD BANCORP | 1,107 | $56,236 | 0.0% | 0% | +14.1% |
| 15 | Global Retirement Partners, LLCNEW | 371 | $18,869 | 0.0% | 0% | new |
| 16 | Ameritas Advisory Services, LLCNEW | 99 | $5,013 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.