Ticker: EVSM CUSIP: 61774R858 Class: EATON VANCE SHRT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Sunflower Bank, N.A. | 190,799 | $9,611 |
| ORBA Wealth Advisors, L.L.C. | 12,876 | $649 |
| BlueStem Wealth Partners, LLC | 29,488 | $1,485 |
| HOWARD WEALTH MANAGEMENT, LLC | 5,016 | $253 |
| New England Private Wealth Advisors LLC | 12,056 | $607 |
| OLD MISSION CAPITAL LLC | 45,564 | $2,295 |
| McAdam, LLC | 20,364 | $1,026 |
| Gateway Wealth Partners, LLC | 7,637 | $385 |
| CITADEL ADVISORS LLC | 23,411 | $1,179 |
| Tower Research Capital LLC (TRC) | 2,569 | $129 |
| GOLDMAN SACHS GROUP INC | 20,216 | $1,018 |
| Steward Partners Investment Advisory, LLC | 3,900 | $196 |
| Allworth Financial LP | 115 | $6 |
| JPMORGAN CHASE & CO | 115 | $6 |
| FMR LLC | 1 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Garrett Wealth Advisory Group, LLC | 217,098 | 245,592 | +28,494 (+13.1%) |
| Tilson Financial Group, Inc. | 170,344 | 176,279 | +5,935 (+3.5%) |
| FSA Advisors, Inc. | 8,632 | 16,915 | +8,283 (+96.0%) |
| Diversified Portfolios, Inc. | 24,180 | 63,765 | +39,585 (+163.7%) |
| MBA Advisors LLC | 14,595 | 20,300 | +5,705 (+39.1%) |
| Nemes Rush Group LLC | 19,972 | 32,233 | +12,261 (+61.4%) |
| FLOW TRADERS U.S. LLC | 13,054 | 71,282 | +58,228 (+446.1%) |
| Dynamic Advisor Solutions LLC | 16,542 | 28,602 | +12,060 (+72.9%) |
| Milestones Private Investment Advisors LLC | 14,804 | 15,158 | +354 (+2.4%) |
| Summit Financial, LLC | 51,830 | 66,251 | +14,421 (+27.8%) |
| PANORAMIC INVESTMENT ADVISORS, LLC | 18,428 | 18,659 | +231 (+1.3%) |
| &PARTNERS | 187,411 | 208,622 | +21,211 (+11.3%) |
| Essex Financial Services, Inc. | 17,205 | 20,155 | +2,950 (+17.1%) |
| Farther Finance Advisors, LLC | 103,506 | 112,109 | +8,603 (+8.3%) |
| AMERIPRISE FINANCIAL INC | 429,036 | 576,551 | +147,515 (+34.4%) |
| LPL Financial LLC | 174,040 | 253,394 | +79,354 (+45.6%) |
| Brinker Capital Investments, LLC | 35,788 | 46,401 | +10,613 (+29.7%) |
| MORGAN STANLEY | 2,903,849 | 3,009,023 | +105,174 (+3.6%) |
| JANE STREET GROUP, LLC | 19,234 | 98,019 | +78,785 (+409.6%) |
| U.S. Capital Wealth Advisors, LLC | 44,829 | 48,239 | +3,410 (+7.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| GENESIS PRIVATE WEALTH, LLC | 27,857 | 18,381 | -9,476 (-34.0%) |
| WEALTHSPAN PARTNERS, LLC | 55,570 | 51,463 | -4,107 (-7.4%) |
| Atria Investments, Inc | 121,150 | 92,995 | -28,155 (-23.2%) |
| Cetera Investment Advisers | 53,171 | 50,111 | -3,060 (-5.8%) |
| COMERICA BANK | 4,669 | 3,904 | -765 (-16.4%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6,571 | 6,489 | -82 (-1.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Tower Wealth Partners, Inc. | 9,455 | $477 |
| Redhawk Wealth Advisors, Inc. | 22,235 | $1,121 |
| Chokshi & Queen Wealth Advisors, Inc | 4,006 | $202 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,432 | $425 |
| Mariner, LLC | 5,939 | $300 |
| PRINCIPAL SECURITIES, INC. | 399 | $20 |