Who owns EVSB?
Eaton Vance Ultra-Short Income ETF · Eaton Vance
20 institutions reported holding EVSB, worth $162.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of EVSB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $138.7M | 2,731,173 | +576,688 shares |
| Janney Montgomery Scott LLC | Philadelphia, PA | $6.2M | 121,149 | +20,257 shares |
| LPL Financial LLC | Fort Mill, SC | $4.1M | 81,239 | +16,839 shares |
| Goldman Sachs Group Inc. | New York, NY | $3.4M | 67,370 | +33,094 shares |
| Stifel Financial Corp. | St. Louis, MO | $3.2M | 62,630 | +14,954 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $2.1M | 41,359 | +41,259 shares |
| Roman Butler Fullerton & Co | St Louis, MO | $1.4M | 27,979 | +11,603 shares |
| Private Advisor Group, LLC | Morristown, NJ | $668K | 13,158 | −177,067 shares |
| Inspire Advisors, LLC | Meridian, ID | $601K | 11,831 | New position |
| Commonwealth Equity Services, LLC | Waltham, MA | $505K | 9,943 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns EVSB?
20 institutional managers reported holding EVSB in Form 13F filings for June 30, 2026, worth $162.8M in total. The largest reported position was held by Morgan Stanley, at $138.7M.
Did institutions buy or sell EVSB last quarter?
Reported 13F value rose 18.5% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is EVSB ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.