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

$2.00000010000001e+105T

% of Float Held

—

QoQ Change in Holders

+10 / -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
ELCO Management Co., LLCNew Position+98K+$1.2B
ROMAN BUTLER FULLERTON & CONew Position+14K+$720.0M
CITADEL ADVISORS LLCIncreased+21K+$230.8M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+1.7M+$87.2M
STIFEL FINANCIAL CORPIncreased+8K+$22.9M
MORGAN STANLEYIncreased+419K+$19.0M
UBS Group AGIncreased+355+$17.4M
Janney Montgomery Scott LLCNew Position+110K+$5.0M
COMERICA BANKIncreased+74+$3.1M
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

EVSB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Karpus Management, Inc.Closed Position-613K-$13.0B
GOLDMAN SACHS GROUP INCDecreased-24K-$1.4B
Wealthcare Advisory Partners LLCDecreased-11K-$575.4M
Ancora Advisors LLCDecreased-7K-$319.0M
Luminist Capital LLCClosed Position-14-$137K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1STIFEL FINANCIAL CORP46,565$2.0B0.00%Share
2GOLDMAN SACHS GROUP INC23,984$1.0B0.00%Share
3CITADEL ADVISORS LLC35,754$1.0B0.00%Share
4ROMAN BUTLER FULLERTON & CO14,121$720.0M0.19%Share
5ELCO Management Co., LLC45,387$696.0M0.44%Share
6Wealthcare Advisory Partners LLC9,634$490.0M0.01%Share
7ELCO Management Co., LLC41,693$367.0M0.23%Share
8ELCO Management Co., LLC11,100$121.0M0.08%Share
9WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,712,662$87.2M0.12%Share
10MORGAN STANLEY1,677,237$85.0M0.00%Share
11COMERICA BANK1,025$52.0M0.00%Share
12UBS Group AG464$23.0M0.00%Share
13MORGAN STANLEY270,000$13.0M0.00%Share
14COMERICA BANK166$8.0M0.00%Share
15MORGAN STANLEY130,000$6.0M0.00%Share
16MORGAN STANLEY127,000$6.0M0.00%Share
17Janney Montgomery Scott LLC110,120$5.0M0.01%Share
18LPL Financial LLC104,772$5.0M0.00%Share
19FRANKLIN STREET ADVISORS INC /NC150,334$1.4M0.08%Share
20Laurel Wealth Advisors LLC193$9K0.00%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
25Kingsview Wealth Management, LLC7,150$00.00%Share
26JANE STREET GROUP, LLC14,809$00.00%Share
27Mariner, LLC9,200$00.00%Share
28Steward Partners Investment Advisory, LLC1,695$00.00%Share
29Kestra Advisory Services, LLC984$00.00%Share
30Global Retirement Partners, LLC370$00.00%Share
31MORGAN STANLEY430$00.00%Share
32OSAIC HOLDINGS, INC.100$00.00%Share
33IFP Advisors, Inc3,558$00.00%Share
34FMR LLC1$00.00%Share

EVSB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202525$6.7B+11
Q3 202514$24.7B-4
Q2 202518$118.5B-1
Q1 202519$192.3B+1
Q4 202418$345.4B+5
Q3 202413$1.4T+0
Q2 202413$1.2T+1
Q1 202412$1.1T—

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As of Q4 2025, 34 institutional investors hold EVSB (Eaton Vance Ultra-Short Income ETF). The largest holder is STIFEL FINANCIAL CORP with $2.0B in shares. This quarter, 10 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 STIFEL FINANCIAL CORP with $2.0B in shares.

Is institutional ownership of EVSB increasing or decreasing?

This quarter, 10 institutions opened new positions in EVSB and 2 closed their positions.