EVSB — EATON VANCE ULT-SHRT INCOME
As of Q2 2026, 2 SEC-registered investment managers reported holding EVSB (EATON VANCE ULT-SHRT INCOME) in their latest 13F filings, with a combined reported value of $142.17M across 2.80M shares. That is +25.3% by share count (+564.25K shares) versus the previous quarter, while reported value moved +25.4%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 added to existing stakes, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 2.73M | $138.74M | 0.01% | Add |
| Goldman Sachs Group history | Q2 2026 | 67.37K | $3.42M | 0.00% | Add |
| Citadel Advisors history | Q1 2026 | 45.54K | $2.31M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2025 | 9.69K | $492.40K | 0.00% | New |
| UBS Group AG history | Q4 2025 | 464 | $23.61K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q4 2025 | 1 | $51 | 0.00% | New |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
- Citadel Advisors sold 45.54K sh · $2.31M
Fund Position History — shares by quarter (top 6 funds)
| Fund | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 365.00K | 385.93K | 429.01K | 455.38K | 579.78K | 770.97K | 1.56M | 1.79M | 2.20M | 2.15M | 2.73M |
| Goldman Sachs Group | — | — | — | — | — | — | 58.37K | 47.50K | 23.98K | 34.28K | 67.37K |
| Citadel Advisors | — | — | 14.79K | 13.80K | 29.61K | 29.32K | 55.27K | 15.09K | 35.75K | 45.54K | — |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | 1 | — | — |
| UBS Group AG | — | 63 | 256 | 87 | 1.35K | — | 765 | 109 | 464 | — | — |
| JPMorgan Chase & Co | — | — | — | — | — | — | 9.69K | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details