EATON VANCE ULT-SHRT INCOME EVSB
$50.80
+0.1% 52w: $48.50 – $50.80
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data48.5049.6550.80
Jun 20, 2025 Jul 2, 2026
Institutional holders
17
-5 QoQ
13F value
$137.4M
-37.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns EVSB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 2.2M | $109.4M | 0.0% | -2.3% |
| Private Advisor Group, LLC | Wealth advisor | 190.2K | $9.7M | 0.0% | New |
| Janney Montgomery Scott LLC | Diversified mechanical | 100.9K | $5.1M | 0.0% | -8.4% |
| LPL Financial LLC | Bank broker | 64.4K | $3.3M | 0.0% | -38.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 47.7K | $2.4M | 0.0% | +2.4% |
| CITADEL ADVISORS LLC | Multistrat pod | 45.5K | $2.3M | 0.0% | +27.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 34.3K | $1.7M | 0.0% | +42.9% |
| ROMAN BUTLER FULLERTON & CO | Other | 16.4K | $832K | 0.2% | +16.0% |
| Kingsview Wealth Management, LLC | Wealth advisor | 13.2K | $671K | 0.0% | +84.9% |
| Mariner, LLC | Diversified mechanical | 12.2K | $617K | 0.0% | +32.1% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 9.5K | $482K | 0.0% | -1.5% |
| HRT FINANCIAL LP | Diversified mechanical | 7.7K | $389K | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 4.5K | $227K | 0.0% | New |
| IFP Advisors, Inc | Wealth advisor | 3.7K | $187K | 0.0% | +3.5% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 1.7K | $86K | 0.0% | Held |
| FIFTH THIRD BANCORP | Diversified mechanical | 970 | $49K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 100 | $5K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.