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Eaton Vance Total Return Bond ETF (EVTR) Institutional Ownership

Eaton Vance Total Return Bond ETF logo
$49.89 +0.07 (+0.14%)
As of 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Eaton Vance Total Return Bond ETF (NYSE:EVTR)

Number of
Institutional Buyers
(last 12 months)
143
Total
Institutional Inflows
(last 12 months)
$1.33B
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$38.07M
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EVTR Institutional Buying and Selling by Quarter

Eaton Vance Total Return Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026 Citadel Advisors LLC89,094$4.52M0.0%+47.2%0.079%
8/27/2026 Corient Private Wealth LP97,856$4.96M0.0%+51.3%0.086%
8/23/2026 Studio Investment Management LLC11,429$582K0.1%+81.2%0.010%
8/23/2026 Ameritas Advisory Services LLC122,952$6.24M0.1%+89.1%0.108%
8/23/2026 Asset Allocation Strategies LLC179,678$9.11M1.4%+18.8%0.158%
8/21/2026 Continuum Advisory LLC658$33K0.0%N/A0.001%
8/21/2026 Beacon Financial Advisory LLC8,623$437K0.1%-19.2%0.008%
8/21/2026 Acorn Wealth Advisors LLC97,807$4.96M1.1%+17.6%0.086%
7/10/2026 KWB Wealth19,616$995K0.1%N/A0.018%
7/10/2026 Wealthcare Advisory Partners LLC53,615$2.72M0.1%+7.3%0.048%
7/9/2026 Focus Financial Network Inc.160,768$8.18M0.3%+147.8%0.145%
7/9/2026 Breakwater Capital Group8,855$449K0.1%+3.6%0.008%
7/8/2026 Prodigy Asset Management LLC2,276,545$115.44M34.8%-0.6%2.008%
7/8/2026 Stonehearth Capital Management LLC282,092$14.31M4.9%N/A0.256%
7/7/2026 Dynamic Advisor Solutions LLC10,480$531K0.0%-4.4%0.010%
6/3/2026 NewEdge Advisors LLC72,698$3.69M0.0%+68.6%0.072%
5/22/2026 WNY Asset Management LLC96,736$4.91M0.5%N/A0.096%
5/19/2026 Western Wealth Management LLC244,193$12.39M0.5%+9.5%0.241%
5/19/2026 Bank of America Corp DE3,566,409$181.00M0.0%+60.0%3.524%
5/19/2026 Centaurus Financial Inc.103,750$5.27M0.3%+1.7%0.103%
5/18/2026 Royal Bank of Canada118,367$6.01M0.0%+109.6%0.117%
5/15/2026 Quadcap Wealth Management LLC465,293$23.61M2.7%+12.6%0.460%
5/14/2026 Renaissance Technologies LLC29,300$1.49M0.0%N/A0.029%
5/13/2026 Cetera Investment Advisers435,824$22.12M0.0%+49.3%0.431%
5/8/2026 PNC Financial Services Group Inc.1,293,704$65.66M0.0%+35.9%1.278%
5/7/2026 Legacy Wealth Managment LLC ID923$47K0.0%N/A0.001%
5/6/2026 Independent Financial Group LLC28,672$1.46M0.0%N/A0.028%
5/6/2026 Helium Advisors LLC10,595$538K0.5%-11.5%0.010%
5/5/2026 D.A. Davidson & CO.291,617$14.80M0.1%+11.7%0.288%
5/5/2026 Bank of New York Mellon Corp62,343$3.16M0.0%+25.2%0.062%
5/5/2026 Geneos Wealth Management Inc.126,230$6.41M0.1%N/A0.125%
5/5/2026 Sanctuary Advisors LLC253,200$12.85M0.1%+25.0%0.250%
5/5/2026 Members Trust Co35,917$1.82M0.1%+294.0%0.035%
5/5/2026 Flynn Zito Capital Management LLC82,139$4.17M1.3%+19.3%0.081%
5/4/2026 Uptick Partners LLC38,624$1.96M0.4%+94.2%0.038%
5/1/2026 Fifth Third Bancorp53,300$2.71M0.0%N/A0.053%
4/30/2026 Kestra Advisory Services LLC19,171$973K0.0%+89.0%0.019%
4/29/2026 Marino Stram & Associates LLC6,649$337K0.1%+9.6%0.007%
4/29/2026 Centerpoint Advisory Group6,320$321K0.2%+8.8%0.006%
4/28/2026 Beacon Financial Advisory LLC10,669$541K0.1%-29.3%0.011%
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4/27/2026 Baer Investment Advisory LLC328,033$16.65M2.0%N/A0.327%
4/27/2026 Private Advisor Group LLC133,718$6.79M0.0%+2.9%0.133%
4/27/2026 Trademark Financial Management LLC67,278$3.41M1.7%-28.7%0.067%
4/27/2026 Elevation Point Wealth Partners LLC301,126$15.28M0.4%N/A0.301%
4/25/2026 Stevens Capital Partners235,871$11.97M2.9%-20.7%0.236%
4/25/2026 KPP Advisory Services LLC17,262$876K0.1%+1.4%0.017%
4/24/2026 Horizon Wealth Management LLC240,697$12.22M1.8%-59.9%0.240%
4/23/2026 Asset Allocation Strategies LLC151,261$7.68M1.4%+40.3%0.151%
4/23/2026 Penney Financial LLC139,022$7.06M2.7%+3.4%0.139%
4/22/2026 Janney Montgomery Scott LLC1,220,033$61.92M0.2%+5.1%1.219%
4/22/2026 Systelligence LLC204,547$10.38M2.0%-33.6%0.204%
4/21/2026 Madrid Wealth Management LLC249,158$12.65M9.4%+18.1%0.249%
4/20/2026 Breakwater Capital Group8,551$434K0.1%+10.4%0.009%
4/20/2026 Heritage Wealth Management Inc.74,035$3.76M1.9%+18.1%0.074%
4/20/2026 Oak Family Advisors LLC130,677$6.63M1.9%+85.1%0.131%
4/20/2026 RFG Advisory LLC14,233$722K0.0%-5.2%0.014%
4/20/2026 Provenance Wealth Advisors LLC1,404,864$71.30M7.5%N/A1.403%
4/17/2026 Clear Trail Advisors LLC288,719$14.65M2.4%N/A0.288%
4/16/2026 Founders Financial Securities LLC57,256$2.93M0.2%+8.6%0.058%
3/17/2026 Rockefeller Capital Management L.P.2,130$110K0.0%N/A0.002%
3/9/2026 Corient Private Wealth LLC64,187$3.31M0.0%+1.5%0.073%
2/19/2026 Corient Private Wealth LLC64,187$3.31M0.0%+1.5%0.073%
2/18/2026 Valley Financial Group Inc.496,783$25.58M14.4%+258.6%0.568%
2/18/2026 NewEdge Advisors LLC43,123$2.22M0.0%+10.8%0.049%
2/18/2026 Stage Harbor Financial LLC70,316$3.62M2.4%+43.0%0.080%
2/18/2026 OLD Mission Capital LLC8,990$463K0.0%N/A0.010%
2/18/2026 Asset One Wealth Management LLC28,320$1.46M0.2%N/A0.032%
2/17/2026 Cetera Investment Advisers291,819$15.03M0.0%+31.5%0.334%
2/17/2026 Equitable Holdings Inc.49,596$2.55M0.0%+24.8%0.057%
2/17/2026 Osaic Holdings Inc.1,969,555$101.43M0.1%+14.4%2.251%
2/17/2026 Private Advisor Group LLC129,989$6.69M0.0%+24.2%0.149%
2/17/2026 &PARTNERS36,644$1.89M0.0%-2.5%0.042%
2/17/2026 Royal Bank of Canada56,474$2.91M0.0%-0.9%0.065%
2/17/2026 Beacon Financial Advisory LLC15,085$777K0.2%+59.8%0.017%
2/16/2026 MML Investors Services LLC89,607$4.62M0.0%+8.4%0.102%
2/16/2026 Mosaic Financial Group LLC10,713$552K0.4%+121.9%0.012%
2/16/2026 Cornerstone Financial Management LLC1,375$71K0.1%N/A0.002%
2/13/2026 Stifel Financial Corp47,914$2.47M0.0%+41.5%0.055%
2/13/2026 PCM Encore LLC64,426$3.32M0.7%N/A0.074%
2/13/2026 Balanced Rock Investment Advisors LLC146,972$7.57M5.4%+7.7%0.168%
2/13/2026 Morgan Stanley28,229,610$1.45B0.1%+24.1%32.270%
2/13/2026 Peak Planning Group LLC58,891$3.03M0.9%N/A0.067%
2/13/2026 Wells Fargo & Company MN4,279,738$220.41M0.0%+39.7%4.892%
2/13/2026 Asset Allocation Strategies LLC107,842$5.55M1.1%+41.2%0.123%
2/13/2026 Summit Financial LLC51,153$2.63M0.0%+59.5%0.058%
2/12/2026 Retirement Management Systems Inc.389,000$20.03M5.1%N/A0.445%
2/12/2026 Helium Advisors LLC11,968$616K0.6%N/A0.014%
2/12/2026 Commonwealth Equity Services LLC152,035$7.83M0.0%+26.1%0.174%
2/12/2026 Mark Sheptoff Financial Planning LLC13,802$711K0.3%N/A0.016%
2/12/2026 Steward Partners Investment Advisory LLC5,819$300K0.0%+77.8%0.007%
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2/12/2026CIBC Private Wealth Group LLC4,769$246K0.0%-5.0%0.005%
2/12/2026 Principal Securities Inc.113,715$5.86M0.1%+9.2%0.130%
2/12/2026 Miller Financial Services LLC13,258$683K0.8%+102.1%0.015%
2/12/2026 Advisory Resource Group75,239$3.88M0.7%+5.3%0.086%
2/11/2026 Janney Montgomery Scott LLC1,160,714$59.78M0.1%+13.8%1.327%
2/11/2026 Eldridge Investment Advisors Inc.137,738$7.09M1.6%+2.2%0.157%
2/11/2026 Cerity Partners LLC10,947$564K0.0%-12.4%0.013%
2/11/2026 LPL Financial LLC2,622,043$135.04M0.0%+28.0%2.997%
2/11/2026 OneAscent Financial Services LLC11,617$598K0.1%+38.3%0.013%
2/10/2026 WCG Wealth Advisors LLC11,463$590K0.0%+11.7%0.013%


EVTR Institutional Ownership - Frequently Asked Questions

During the previous two years, 183 institutional investors and hedge funds held shares of Eaton Vance Total Return Bond ETF. The most heavily invested institutionals were Morgan Stanley ($1.45B), Wells Fargo & Company MN ($220.41M), Bank of America Corp DE ($181.00M), LPL Financial LLC ($135.04M), Ameriprise Financial Inc. ($125.37M), Prodigy Asset Management LLC ($115.44M), and Osaic Holdings Inc. ($101.43M).Learn more on Eaton Vance Total Return Bond ETF's institutional investors.

Of the 180 institutional investors that purchased Eaton Vance Total Return Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Morgan Stanley ($5.47M), Wells Fargo & Company MN ($3.81M), Bank of America Corp DE ($2.73M), Ameriprise Financial Inc. ($2.41M), Prodigy Asset Management LLC ($2.21M), Raymond James Financial Inc. ($1.90M), and LPL Financial LLC ($1.66M).

Institutional investors have bought a total of 25,854,842 shares in the last 24 months. This purchase volume represents approximately $1.33B in transactions.

Of the 30 institutional investors that sold Eaton Vance Total Return Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Horizon Wealth Management LLC ($358.90K), Systelligence LLC ($144.77K), Citadel Advisors LLC ($70.56K), Stevens Capital Partners ($61.57K), Trademark Financial Management LLC ($27.05K), Prodigy Asset Management LLC ($14.02K), and Flynn Zito Capital Management LLC ($10.83K).

Institutional investors have sold a total of 747,671 shares in the last 24 months. This volume of shares sold represents approximately $38.07M in transactions.


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Institutional ownership data for NYSE:EVTR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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