EVSB Institutional Ownership
Eaton Vance Ultra-Short Income ETF
1W: -0.1%
1M: -0.4%
3M: -0.5%
YTD: +0.2%
1Y: -0.0%
$50.59
+0.02 (+0.04%)
Weekly Expected Move ±0.2%
$50
$50
$51
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — EVSB
24
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
157M
Total Invested
6
New Positions
10
Increased
7
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (30 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,731,173 | 138M | +576,688 | +26.8% | 11Q | SEC ↗ |
| 2 | Janney Montgomery Scott LLC | 121,149 | 6M | +20,257 | +20.1% | 8Q | SEC ↗ |
| 3 | LPL Financial LLC | 81,239 | 4M | +16,839 | +26.1% | 6Q | SEC ↗ |
| 4 | GOLDMAN SACHS GROUP INC | 67,370 | 3M | +33,094 | +96.6% | 5Q | SEC ↗ |
| 5 | STIFEL FINANCIAL CORP | 62,630 | 3M | +14,954 | +31.4% | 4Q | SEC ↗ |
| 6 | OSAIC HOLDINGS, INC. | 41,359 | 2M | +41,259 | +41259.0% | 9Q | SEC ↗ |
| 7 | ROMAN BUTLER FULLERTON & CO | 27,979 | 1M | +11,603 | +70.9% | 4Q | SEC ↗ |
| 8 | Private Advisor Group, LLC | 13,158 | 666K | -177,067 | -93.1% | 2Q | SEC ↗ |
| 9 | Inspire Advisors, LLC NEW | 11,831 | 599K | — | +0.0% | 1Q | SEC ↗ |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 9,943 | 503K | — | +0.0% | 1Q | SEC ↗ |
| 11 | FLOW TRADERS U.S. LLC NEW | 9,424 | 477K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Wealthcare Advisory Partners LLC | 7,675 | 388K | -1,814 | -19.1% | 10Q | SEC ↗ |
| 13 | Kingsview Wealth Management, LLC | 6,329 | 320K | -6,892 | -52.1% | 3Q | SEC ↗ |
| 14 | WILLIAM JOHN SEMPOLINSKI | 5,000 | 253K | — | +0.0% | 3Q | SEC ↗ |
| 15 | IFP Advisors, Inc | 3,723 | 188K | +39 | +1.1% | 3Q | SEC ↗ |
| 16 | Steward Partners Investment Advisory, | 1,850 | 94K | +155 | +9.1% | 4Q | SEC ↗ |
| 17 | Farther Finance Advisors, LLC NEW | 1,708 | 86K | — | +0.0% | 1Q | SEC ↗ |
| 18 | FIFTH THIRD BANCORP | 1,107 | 56K | +137 | +14.1% | 2Q | SEC ↗ |
| 19 | Global Retirement Partners, LLC NEW | 371 | 19K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Ameritas Advisory Services, LLC NEW | 99 | 5K | — | +0.0% | 1Q | SEC ↗ |
| 21 | HRT FINANCIAL LP | 0 | 0K | -7,676 | -100.0% | 1Q | SEC ↗ |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -4,482 | -100.0% | 1Q | SEC ↗ |
| 23 | Mariner, LLC | 0 | 0K | -12,150 | -100.0% | 2Q | SEC ↗ |
| 24 | CITADEL ADVISORS LLC | 0 | 0K | -45,537 | -100.0% | 8Q | SEC ↗ |
| 25 | Kestra Advisory Services, LLC | 0 | 0K | -984 | -100.0% | 1Q | SEC ↗ |
| 26 | FMR LLC | 0 | 0K | -1 | -100.0% | 1Q | SEC ↗ |
| 27 | UBS Group AG | 0 | 0K | -464 | -100.0% | 3Q | SEC ↗ |
| 28 | JANE STREET GROUP, LLC | 0 | 0K | -14,809 | -100.0% | 1Q | SEC ↗ |
| 29 | Laurel Wealth Advisors LLC | 0 | 0K | -193 | -100.0% | 1Q | SEC ↗ |
| 30 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 0 | 0K | -1,712,662 | -100.0% | 8Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Inspire Advisors, LLC | 11,831 | 599K |
| COMMONWEALTH EQUITY SERVICES, LLC | 9,943 | 503K |
| FLOW TRADERS U.S. LLC | 9,424 | 477K |
| Farther Finance Advisors, LLC | 1,708 | 86K |
| Global Retirement Partners, LLC | 371 | 19K |
| Ameritas Advisory Services, LLC | 99 | 5K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICE | 1,712,662 | 87M |
| CITADEL ADVISORS LLC | 45,537 | 2M |
| JANE STREET GROUP, LLC | 14,809 | 749K |
| Mariner, LLC | 12,150 | 615K |
| HRT FINANCIAL LP | 7,676 | 388K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 4,482 | 227K |
| Kestra Advisory Services, LLC | 984 | 50K |
| UBS Group AG | 464 | 23K |
| Laurel Wealth Advisors LLC | 193 | 10K |
| FMR LLC | 1 | 0K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +576,688 | +26.8% | 2,731,173 |
| OSAIC HOLDINGS, INC. | +41,259 | +41259.0% | 41,359 |
| GOLDMAN SACHS GROUP INC | +33,094 | +96.6% | 67,370 |
| Janney Montgomery Scott LLC | +20,257 | +20.1% | 121,149 |
| LPL Financial LLC | +16,839 | +26.1% | 81,239 |
| STIFEL FINANCIAL CORP | +14,954 | +31.4% | 62,630 |
| ROMAN BUTLER FULLERTON & CO | +11,603 | +70.9% | 27,979 |
| Steward Partners Investment Advisor | +155 | +9.1% | 1,850 |
| FIFTH THIRD BANCORP | +137 | +14.1% | 1,107 |
| IFP Advisors, Inc | +39 | +1.1% | 3,723 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Private Advisor Group, LLC | -177,067 | -93.1% | 13,158 |
| Kingsview Wealth Management, LLC | -6,892 | -52.1% | 6,329 |
| Wealthcare Advisory Partners LLC | -1,814 | -19.1% | 7,675 |