Who Owns Eaton Vance Ultra-Short Income ETF (EVSB)?Hedge Fund & Institutional Holders

$50.84+0.00 (+0.00%)Financial ServicesNYSE_ARCA

Institutional Holders

34

as of Q4 2025

Total Institutional Value

$8.722585000130007e+72T

% of Float Held

—

QoQ Change in Holders

+13 / -2

Price History

$50.64$50.77$50.90$51.03$51.16Sep 24Jun 25Mar 26

EVSB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+1.7M+$87.2M
Janney Montgomery Scott LLCNew Position+110K+$5.0M
ELCO Management Co., LLCNew Position+98K+$1.2M
ROMAN BUTLER FULLERTON & CONew Position+14K+$720K
Laurel Wealth Advisors LLCNew Position+193+$9K
FLOW TRADERS U.S. LLCNew Position+27K+$1K
Mariner, LLCNew Position+9K+$0
JANE STREET GROUP, LLCNew Position+15K+$0
IFP Advisors, IncNew Position+4K+$0
Global Retirement Partners, LLCNew Position+370+$0
Kingsview Wealth Management, LLCNew Position+7K+$0
Kestra Advisory Services, LLCNew Position+984+$0
FMR LLCNew Position+1+$0
UBS Group AGIncreased+355+$-5.5M
Steward Partners Investment Advisory, LLCIncreased+1K+$-25.5M

EVSB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Karpus Management, Inc.Closed Position-613K-$13.0B
GOLDMAN SACHS GROUP INCDecreased-24K-$2.4B
Wealthcare Advisory Partners LLCDecreased-11K-$1.1B
Ancora Advisors LLCDecreased-7K-$319.0M
Luminist Capital LLCClosed Position-14-$137K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,712,662$87.2M0.12%Share
2MORGAN STANLEY1,677,237$85.0M0.01%Share
3MORGAN STANLEY270,000$13.0M0.00%Share
4MORGAN STANLEY127,000$6.0M0.00%Share
5MORGAN STANLEY130,000$6.0M0.00%Share
6Janney Montgomery Scott LLC110,120$5.0M0.01%Share
7LPL Financial LLC104,772$5.0M0.00%Share
8STIFEL FINANCIAL CORP46,565$2.0M0.00%Share
9FRANKLIN STREET ADVISORS INC /NC150,334$1.4M0.08%Share
10CITADEL ADVISORS LLC35,754$1.0M0.00%Share
11GOLDMAN SACHS GROUP INC23,984$1.0M0.00%Share
12ROMAN BUTLER FULLERTON & CO14,121$720K0.19%Share
13ELCO Management Co., LLC45,387$696K0.44%Share
14Wealthcare Advisory Partners LLC9,634$490K0.01%Share
15ELCO Management Co., LLC41,693$367K0.23%Share
16ELCO Management Co., LLC11,100$121K0.08%Share
17COMERICA BANK1,025$52K0.00%Share
18UBS Group AG464$23K0.00%Share
19Laurel Wealth Advisors LLC193$9K0.00%Share
20COMERICA BANK166$8K0.00%Share
21FLOW TRADERS U.S. LLC26,779$1K0.03%Share
22Ancora Advisors LLC800$00.00%Share
23Ancora Advisors LLC1,325$00.00%Share
24Ancora Advisors LLC7,670$00.00%Share
25OSAIC HOLDINGS, INC.100$00.00%Share
26IFP Advisors, Inc3,558$00.00%Share
27Kingsview Wealth Management, LLC7,150$00.00%Share
28JANE STREET GROUP, LLC14,809$00.00%Share
29Steward Partners Investment Advisory, LLC1,695$00.00%Share
30Mariner, LLC9,200$00.00%Share
31FMR LLC1$00.00%Share
32Kestra Advisory Services, LLC984$00.00%Share
33Global Retirement Partners, LLC370$00.00%Share
34MORGAN STANLEY430$00.00%Share

EVSB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202525$215.1M+11
Q3 202514$117.0B-4
Q2 202518$118.8B-1
Q1 202519$192.1B+1
Q4 202418$2.2T+5
Q3 202413$52.3T+0
Q2 202413$50.1T+1
Q1 202412$47.5T—

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As of Q4 2025, 34 institutional investors hold EVSB (Eaton Vance Ultra-Short Income ETF). The largest holder is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with $87.2M in shares. This quarter, 13 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own EVSB?

As of Q4 2025, 34 institutional investors report holding EVSB (Eaton Vance Ultra-Short Income ETF) in their 13F filings.

Who is the largest institutional holder of EVSB?

The largest institutional holder of EVSB is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with $87.2M in shares.

Is institutional ownership of EVSB increasing or decreasing?

This quarter, 13 institutions opened new positions in EVSB and 2 closed their positions.