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Eaton Vance Total Return Bond ETF (EVTR) Institutional Ownership

Eaton Vance Total Return Bond ETF logo
$48.46 +0.06 (+0.11%)
Closing price 10/13/2026 03:58 PM Eastern
Extended Trading
$48.46 +0.01 (+0.01%)
As of 10/13/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
145
Total
Institutional Inflows
(last 12 months)
$1.35B
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$39.86M
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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
10/14/2026Stonehearth Capital Management LLC275,593$13.28M4.5%N/A0.213%
10/13/2026Bouvel Investment Partners LLC249,642$12.03M2.8%-11.1%0.197%
10/5/2026Tompkins Financial Corp510$25K0.0%N/A0.000%
10/5/2026Baker Tilly Wealth Management LLC66,524$3.21M0.6%+25.8%0.053%
9/23/2026Envestnet Portfolio Solutions Inc.36,609$1.86M0.0%+7.9%0.030%
9/23/2026Envestnet Asset Management Inc.2,121,112$107.56M0.0%+34.2%1.717%
9/9/2026RFG Advisory LLC16,938$859K0.0%+19.0%0.015%
9/9/2026NewEdge Advisors LLC67,058$3.40M0.0%-7.8%0.059%
9/9/2026IFP Advisors Inc79,607$4.04M0.1%+31.6%0.070%
9/8/2026Allworth Financial LP1,430$73K0.0%+134.8%0.001%
9/8/2026Waverly Advisors LLC7,359$373K0.0%N/A0.006%
9/2/2026Citadel Advisors LLC89,094$4.52M0.0%+47.2%0.079%
8/27/2026Corient Private Wealth LP97,856$4.96M0.0%+51.3%0.086%
8/23/2026Studio Investment Management LLC11,429$582K0.1%+81.2%0.010%
8/23/2026Ameritas Advisory Services LLC122,952$6.24M0.1%+89.1%0.108%
8/23/2026Asset Allocation Strategies LLC179,678$9.11M1.4%+18.8%0.158%
8/21/2026Continuum Advisory LLC658$33K0.0%N/A0.001%
8/21/2026Beacon Financial Advisory LLC8,623$437K0.1%-19.2%0.008%
8/21/2026Acorn Wealth Advisors LLC97,807$4.96M1.1%+17.6%0.086%
7/10/2026KWB Wealth19,616$995K0.1%N/A0.018%
7/10/2026Wealthcare Advisory Partners LLC53,615$2.72M0.1%+7.3%0.048%
7/9/2026Focus Financial Network Inc.160,768$8.18M0.3%+147.8%0.145%
7/9/2026Breakwater Capital Group8,855$449K0.1%+3.6%0.008%
7/8/2026Prodigy Asset Management LLC2,276,545$115.44M34.8%-0.6%2.008%
7/8/2026Stonehearth Capital Management LLC282,092$14.31M4.9%N/A0.256%
7/7/2026Dynamic Advisor Solutions LLC10,480$531K0.0%-4.4%0.010%
6/3/2026NewEdge Advisors LLC72,698$3.69M0.0%+68.6%0.072%
5/22/2026WNY Asset Management LLC96,736$4.91M0.5%N/A0.096%
5/19/2026Western Wealth Management LLC244,193$12.39M0.5%+9.5%0.241%
5/19/2026Bank of America Corp DE3,566,409$181.00M0.0%+60.0%3.524%
5/19/2026Centaurus Financial Inc.103,750$5.27M0.3%+1.7%0.103%
5/18/2026Royal Bank of Canada118,367$6.01M0.0%+109.6%0.117%
5/15/2026Quadcap Wealth Management LLC465,293$23.61M2.7%+12.6%0.460%
5/14/2026Renaissance Technologies LLC29,300$1.49M0.0%N/A0.029%
5/13/2026Cetera Investment Advisers435,824$22.12M0.0%+49.3%0.431%
5/8/2026PNC Financial Services Group Inc.1,293,704$65.66M0.0%+35.9%1.278%
5/7/2026Legacy Wealth Managment LLC ID923$47K0.0%N/A0.001%
5/6/2026Independent Financial Group LLC28,672$1.46M0.0%N/A0.028%
5/6/2026Helium Advisors LLC10,595$538K0.5%-11.5%0.010%
5/5/2026D.A. Davidson & CO.291,617$14.80M0.1%+11.7%0.288%
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5/5/2026Bank of New York Mellon Corp62,343$3.16M0.0%+25.2%0.062%
5/5/2026Geneos Wealth Management Inc.126,230$6.41M0.1%N/A0.125%
5/5/2026Sanctuary Advisors LLC253,200$12.85M0.1%+25.0%0.250%
5/5/2026Members Trust Co35,917$1.82M0.1%+294.0%0.035%
5/5/2026Flynn Zito Capital Management LLC82,139$4.17M1.3%+19.3%0.081%
5/4/2026Uptick Partners LLC38,624$1.96M0.4%+94.2%0.038%
5/1/2026Fifth Third Bancorp53,300$2.71M0.0%N/A0.053%
4/30/2026Kestra Advisory Services LLC19,171$973K0.0%+89.0%0.019%
4/29/2026Marino Stram & Associates LLC6,649$337K0.1%+9.6%0.007%
4/29/2026Centerpoint Advisory Group6,320$321K0.2%+8.8%0.006%
4/28/2026Beacon Financial Advisory LLC10,669$541K0.1%-29.3%0.011%
4/27/2026Baer Investment Advisory LLC328,033$16.65M2.0%N/A0.327%
4/27/2026Private Advisor Group LLC133,718$6.79M0.0%+2.9%0.133%
4/27/2026Trademark Financial Management LLC67,278$3.41M1.7%-28.7%0.067%
4/27/2026Elevation Point Wealth Partners LLC301,126$15.28M0.4%N/A0.301%
4/25/2026Stevens Capital Partners235,871$11.97M2.9%-20.7%0.236%
4/25/2026KPP Advisory Services LLC17,262$876K0.1%+1.4%0.017%
4/24/2026Horizon Wealth Management LLC240,697$12.22M1.8%-59.9%0.240%
4/23/2026Asset Allocation Strategies LLC151,261$7.68M1.4%+40.3%0.151%
4/23/2026Penney Financial LLC139,022$7.06M2.7%+3.4%0.139%
4/22/2026Janney Montgomery Scott LLC1,220,033$61.92M0.2%+5.1%1.219%
4/22/2026Systelligence LLC204,547$10.38M2.0%-33.6%0.204%
4/21/2026Madrid Wealth Management LLC249,158$12.65M9.4%+18.1%0.249%
4/20/2026Breakwater Capital Group8,551$434K0.1%+10.4%0.009%
4/20/2026Heritage Wealth Management Inc.74,035$3.76M1.9%+18.1%0.074%
4/20/2026Oak Family Advisors LLC130,677$6.63M1.9%+85.1%0.131%
4/20/2026RFG Advisory LLC14,233$722K0.0%-5.2%0.014%
4/20/2026Provenance Wealth Advisors LLC1,404,864$71.30M7.5%N/A1.403%
4/17/2026Clear Trail Advisors LLC288,719$14.65M2.4%N/A0.288%
4/16/2026Founders Financial Securities LLC57,256$2.93M0.2%+8.6%0.058%
3/17/2026Rockefeller Capital Management L.P.2,130$110K0.0%N/A0.002%
3/9/2026Corient Private Wealth LLC64,187$3.31M0.0%+1.5%0.073%
2/19/2026Corient Private Wealth LLC64,187$3.31M0.0%+1.5%0.073%
2/18/2026Valley Financial Group Inc.496,783$25.58M14.4%+258.6%0.568%
2/18/2026NewEdge Advisors LLC43,123$2.22M0.0%+10.8%0.049%
2/18/2026Stage Harbor Financial LLC70,316$3.62M2.4%+43.0%0.080%
2/18/2026OLD Mission Capital LLC8,990$463K0.0%N/A0.010%
2/18/2026Asset One Wealth Management LLC28,320$1.46M0.2%N/A0.032%
2/17/2026Cetera Investment Advisers291,819$15.03M0.0%+31.5%0.334%
2/17/2026Equitable Holdings Inc.49,596$2.55M0.0%+24.8%0.057%
2/17/2026Osaic Holdings Inc.1,969,555$101.43M0.1%+14.4%2.251%
2/17/2026Private Advisor Group LLC129,989$6.69M0.0%+24.2%0.149%
2/17/2026&PARTNERS36,644$1.89M0.0%-2.5%0.042%
2/17/2026Royal Bank of Canada56,474$2.91M0.0%-0.9%0.065%
2/17/2026Beacon Financial Advisory LLC15,085$777K0.2%+59.8%0.017%
2/16/2026MML Investors Services LLC89,607$4.62M0.0%+8.4%0.102%
2/16/2026Mosaic Financial Group LLC10,713$552K0.4%+121.9%0.012%
2/16/2026Cornerstone Financial Management LLC1,375$71K0.1%N/A0.002%
2/13/2026Stifel Financial Corp47,914$2.47M0.0%+41.5%0.055%
2/13/2026PCM Encore LLC64,426$3.32M0.7%N/A0.074%
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2/13/2026Balanced Rock Investment Advisors LLC146,972$7.57M5.4%+7.7%0.168%
2/13/2026Morgan Stanley28,229,610$1.45B0.1%+24.1%32.270%
2/13/2026Peak Planning Group LLC58,891$3.03M0.9%N/A0.067%
2/13/2026Wells Fargo & Company MN4,279,738$220.41M0.0%+39.7%4.892%
2/13/2026Asset Allocation Strategies LLC107,842$5.55M1.1%+41.2%0.123%
2/13/2026Summit Financial LLC51,153$2.63M0.0%+59.5%0.058%
2/12/2026Retirement Management Systems Inc.389,000$20.03M5.1%N/A0.445%
2/12/2026Helium Advisors LLC11,968$616K0.6%N/A0.014%
2/12/2026Commonwealth Equity Services LLC152,035$7.83M0.0%+26.1%0.174%
2/12/2026Mark Sheptoff Financial Planning LLC13,802$711K0.3%N/A0.016%


EVTR Institutional Ownership - Frequently Asked Questions

During the previous two years, 184 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 Envestnet Asset Management Inc. ($107.56M).Learn more on Eaton Vance Total Return Bond ETF's institutional investors.

Of the 181 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 26,099,077 shares in the last 24 months. This purchase volume represents approximately $1.34B in transactions.

Of the 31 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), Bouvel Investment Partners LLC ($41.04K), Trademark Financial Management LLC ($27.05K), and Prodigy Asset Management LLC ($14.02K).

Institutional investors have sold a total of 784,626 shares in the last 24 months. This volume of shares sold represents approximately $39.86M in transactions.


Related Companies

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 10/14/2026. New 13F filings are added each quarter as they're published.
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