13F Insight
DOSSIER · 13F Holders · Q2 2026
EVSB

EATON ULT SHRT INCM ETF

21 institutions still hold EATON ULT SHRT INCM ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 61774R700·21 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$161M
visible holders
Holders
21
filers reporting
Concentration
85.98%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

21 institutions reported EVSB in Q2 2026. MORGAN STANLEY leads at 86.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$139M2.7M0.01%Q2 202602
Janney Montgomery Scott LLC
CIK 0001329948
$5M101K0.01%Q1 202603
LPL Financial LLC
CIK 0001403438
$4M81K0.00%Q2 202604
GOLDMAN SACHS GROUP INC
CIK 0000886982
$3M67K0.00%Q2 202605
STIFEL FINANCIAL CORP
CIK 0000720672
$3M63K0.00%Q2 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M41K0.00%Q2 202607
ROMAN BUTLER FULLERTON & CO
CIK 0000733444
$1M28K0.34%Q2 202608
Private Advisor Group, LLC
CIK 0001567755
$668K13K0.00%Q2 202609
Inspire Advisors, LLC
CIK 0001810558
$601K12K0.04%Q2 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$505K10K0.00%Q2 202611
Wealthcare Advisory Partners LLC
CIK 0001683059
$390K8K0.01%Q2 202612
Kingsview Wealth Management, LLC
CIK 0001791965
$322K6K0.00%Q2 202613
WILLIAM JOHN SEMPOLINSKI
CIK 0002149024
$254K5K0.10%Q2 202614
IFP Advisors, Inc
CIK 0001641866
$189K4K0.00%Q2 202615
Steward Partners Investment Advisory, LLC
CIK 0001723397
$94K2K0.00%Q2 202616
Farther Finance Advisors, LLC
CIK 0001992825
$87K2K0.00%Q2 202617
COMERICA BANK
CIK 0000901541
$61K1K0.00%Q4 202518
FIFTH THIRD BANCORP
CIK 0000035527
$56K1K0.00%Q2 202619
Global Retirement Partners, LLC
CIK 0001749744
$19K3710.00%Q2 202620
Ameritas Advisory Services, LLC
CIK 0001901275
$5K990.00%Q2 2026
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