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Eaton Vance Ult-Shrt Income (EVSB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares577,087 from 81,239
Change+495,848 (+610%)
Value$29.2M (+$25.1M)
Filed 2026-11-06
Roman Butler Fullerton & Co
INCREASED
Shares29,139 from 27,979
Change+1,160 (+4%)
Value$1.5M (+$55.8K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares8,950 from 9,943
Change-993 (-10%)
Value$452.9K (-$52.2K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW
Shares8,044
Change+8,044
Value$407.8K
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares7,755 from 7,675
Change+80 (+1%)
Value$392.4K (+$2.5K)
Filed 2026-10-21
William John Sempolinski
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$253.0K (-$1.0K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares3,762 from 3,723
Change+39 (+1%)
Value$190.4K (+$1.2K)
Filed 2026-10-16
Fifth Third Bancorp
INCREASED
Shares1,230 from 1,107
Change+123 (+11%)
Value$62.2K (+$6.0K)
Filed 2026-11-05
Global Retirement Partners, LLC
INCREASED
Shares372 from 371
Change+1 (+0%)
Value$18.8K (-$37)
Filed 2026-11-10
Farther Finance Advisors, LLC
CLOSED
Shares0 from 1,708
Change-1,708 (-100%)
Value$0 (-$86.8K)
Filed 2026-10-08
Morgan Stanley
N/A
Shares— from 2,731,173
Change-2,731,173 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 121,149
Change-121,149 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 67,370
Change-67,370 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 62,630
Change-62,630 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 41,359
Change-41,359 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 13,158
Change-13,158 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 11,831
Change-11,831 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 9,424
Change-9,424 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 6,329
Change-6,329 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Status
LPL Financial LLC
INCREASED577,08781,239+495,848+610%$4.1M$29.2M+$25.1M2026-11-06
Roman Butler Fullerton & Co
INCREASED29,13927,979+1,160+4%$1.4M$1.5M+$55.8K2026-10-27
Commonwealth Equity Services, LLC
DECREASED8,9509,943-993-10%$505.1K$452.9K-$52.2K2026-11-02
Wealth Enhancement Advisory Services, LLC
NEW8,044—+8,044——$407.8K—2026-10-13
Wealthcare Advisory Partners LLC
INCREASED7,7557,675+80+1%$389.9K$392.4K+$2.5K2026-10-21
William John Sempolinski
UNCHANGED5,0005,00000%$254.0K$253.0K-$1.0K2026-10-20
IFP Advisors, Inc
INCREASED3,7623,723+39+1%$189.1K$190.4K+$1.2K2026-10-16
Fifth Third Bancorp
INCREASED1,2301,107+123+11%$56.2K$62.2K+$6.0K2026-11-05
Global Retirement Partners, LLC
INCREASED372371+1+0%$18.9K$18.8K-$372026-11-10
Farther Finance Advisors, LLC
CLOSED01,708-1,708-100%$86.8K$0-$86.8K2026-10-08
Morgan Stanley
N/A—2,731,173-2,731,173-100%$138.7M———
Janney Montgomery Scott LLC
N/A—121,149-121,149-100%$6.2K———
Goldman Sachs Group Inc
N/A—67,370-67,370-100%$3.4M———
Stifel Financial Corp
N/A—62,630-62,630-100%$3.2M———
Osaic Holdings, Inc.
N/A—41,359-41,359-100%$2.1M———
Private Advisor Group, LLC
N/A—13,158-13,158-100%$668.4K———
Inspire Advisors, LLC
N/A—11,831-11,831-100%$601.0K———
Flow Traders U.S. LLC
N/A—9,424-9,424-100%$479———
Kingsview Wealth Management, LLC
N/A—6,329-6,329-100%$321.5K———
Steward Partners Investment Advisory, LLC
N/A—1,850-1,850-100%$94.0K———
Ameritas Advisory Services, LLC
N/A—99-99-100%$5.0K———
Showing 21 of 21 institutions