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Eaton Vance Ult-Shrt Income (EVSB)

CUSIP: 61774R700 | NYSE | 35 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

LPL Financial LLC577,087
0.0% of portfolio›$29.2M
Roman Butler Fullerton & Co29,139
0.3% of portfolio›$1.5M
Commonwealth Equity Services, LLC8,950
0.0% of portfolio›$452.9K
Wealth Enhancement Advisory Services, LLC8,044
0.0% of portfolio›$407.8K
Wealthcare Advisory Partners LLC7,755
0.0% of portfolio›$392.4K
William John Sempolinski5,000
0.1% of portfolio›$253.0K
IFP Advisors, Inc3,762
0.0% of portfolio›$190.4K
Fifth Third Bancorp1,230
0.0% of portfolio›$62.2K
Global Retirement Partners, LLC372
0.0% of portfolio›$18.8K
StyleTurnoverLocationFiled
LPL Financial LLC
577,087$29.2M0.0%IndexVery LowFort Mill, SC2026-11-06
Roman Butler Fullerton & Co
29,139$1.5M0.3%GrowthMediumSt Louis, MO2026-10-27
Commonwealth Equity Services, LLC
8,950$452.9K0.0%ETFLowWaltham, MA2026-11-02
Wealth Enhancement Advisory Services, LLC
8,044$407.8K0.0%CoreLowPlymouth, MN2026-10-13
Wealthcare Advisory Partners LLC
7,755$392.4K0.0%ETFLowWest Chester, PA2026-10-21
William John Sempolinski
5,000$253.0K0.1%MomentumLowEaston, MA2026-10-20
IFP Advisors, Inc
3,762$190.4K0.0%CoreLowTampa, FL2026-10-16
Fifth Third Bancorp
1,230$62.2K0.0%GrowthLowCincinnati, OH2026-11-05
Global Retirement Partners, LLC
372$18.8K0.0%CoreLowSan Rafael, CA2026-11-10