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Eaton Vance Total Return Bond ETF (EVTR) Institutional Ownership

Eaton Vance Total Return Bond ETF logo
$51.58 +0.02 (+0.03%)
As of 02:52 PM Eastern
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Institutional Ownership Changes (13F Filings) for Eaton Vance Total Return Bond ETF (NYSEARCA:EVTR)

Number of
Institutional Buyers
(last 12 months)
109
Total
Institutional Inflows
(last 12 months)
$695.05M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$11.89M
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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
10/8/2025Asset Allocation Strategies LLC76,387$3.93M0.8%+1,525.9%0.121%
10/6/2025 Destiny Wealth Partners LLC277,253$14.27M1.7%+7.4%0.439%
9/4/2025Osaic Holdings Inc.1,593,836$81.07M0.1%+18.2%3.471%
8/15/2025Asset Allocation Strategies LLC4,698$239K0.0%N/A0.010%
8/15/2025Snowden Capital Advisors LLC17,700$904K0.0%+37.7%0.039%
8/15/2025MML Investors Services LLC76,392$3.89M0.0%+9.6%0.166%
8/15/2025Balanced Rock Investment Advisors LLC121,997$6.21M4.9%N/A0.266%
8/15/2025Bank of America Corp DE753,374$38.32M0.0%+33,729.1%1.641%
8/15/2025Ameriprise Financial Inc.30,286$1.54M0.0%-2.7%0.066%
8/14/2025Raymond James Financial Inc.1,017,876$51.77M0.0%+2.9%2.217%
8/14/2025NewEdge Advisors LLC37,925$1.93M0.0%-27.7%0.083%
8/13/2025Per Stirling Capital Management LLC.149,247$7.59M1.0%-2.3%0.325%
8/13/2025Victory Financial Group LLC333,714$16.97M2.7%-0.5%0.727%
8/13/2025Gateway Wealth Partners LLC68,855$3.50M0.7%-2.7%0.150%
8/13/2025Northwestern Mutual Wealth Management Co.316,109$16.08M0.0%+77.9%0.688%
8/13/2025Stevens Capital Partners39,968$2.04M0.7%N/A0.087%
8/13/2025Elevation Point Wealth Partners LLC258,036$13.13M1.0%-2.8%0.562%
8/12/2025Blueprint Financial Advisors LLC16,371$833K0.3%N/A0.036%
8/12/2025Steward Partners Investment Advisory LLC3,235$165K0.0%+49.6%0.007%
8/12/2025Quadcap Wealth Management LLC351,608$17.89M2.3%+9.7%0.766%
8/12/2025Soundwatch Capital LLC3,536$180K0.0%N/A0.008%
8/12/2025JPMorgan Chase & Co.2,287$116K0.0%+96.5%0.005%
8/11/2025Western Wealth Management LLC198,790$10.11M0.6%+1.4%0.433%
8/8/2025Kingsview Wealth Management LLC7,895$402K0.0%-3.7%0.017%
8/8/2025Cetera Investment Advisers127,873$6.50M0.0%+5.2%0.278%
8/8/2025Advisory Resource Group68,004$3.46M0.7%+3.8%0.148%
8/8/2025PNC Financial Services Group Inc.273,603$13.92M0.0%+35.5%0.596%
8/7/2025Montag A & Associates Inc.1,137$58K0.0%N/A0.002%
8/6/2025AE Wealth Management LLC4,586$233K0.0%N/A0.010%
8/6/2025Centerpoint Advisory Group5,610$285K0.2%+33.3%0.012%
8/4/2025Coign Capital Advisors LLC209,207$10.64M7.2%+8.8%0.456%
8/4/2025Spire Wealth Management149,155$7.54M0.3%-11.6%0.325%
8/4/2025Barnes Dennig Private Wealth Management LLC927$47K0.1%N/A0.002%
8/1/2025Envestnet Asset Management Inc.378,952$19.28M0.0%+26.6%0.848%
7/31/2025Trademark Financial Management LLC63,709$3.24M2.0%+6.6%0.143%
7/30/2025KPP Advisory Services LLC11,724$596K0.1%+23.9%0.026%
7/30/2025Studio Investment Management LLC4,278$218K0.0%N/A0.010%
7/30/2025D.A. Davidson & CO.9,667$492K0.0%N/A0.022%
7/30/2025Cullen Frost Bankers Inc.1,860$95K0.0%N/A0.004%
7/29/2025Systelligence LLC158,529$8.06M1.5%-0.8%0.357%
7/29/2025Stratos Wealth Partners LTD.6,640$338K0.0%+27.4%0.015%
7/28/2025RFG Advisory LLC11,178$569K0.0%N/A0.025%
7/25/2025Atria Wealth Solutions Inc.13,714$700K0.0%N/A0.031%
7/25/2025Envestnet Portfolio Solutions Inc.19,291$981K0.0%+51.9%0.043%
7/24/2025Pinion Investment Advisors LLC49,380$2.51M0.9%-28.2%0.115%
7/24/2025Leo Wealth LLC14,183$721K0.1%N/A0.033%
7/23/2025Penney Financial LLC113,122$5.75M2.9%N/A0.263%
7/22/2025Beacon Financial Advisory LLC8,007$407K0.1%+62.9%0.019%
7/22/2025Apexium Financial LP82,784$4.23M0.2%+134.1%0.192%
7/21/2025Ameritas Advisory Services LLC30,799$1.57M0.1%N/A0.072%
7/18/2025Truist Financial Corp60,493$3.08M0.0%-15.7%0.142%
7/17/2025Janney Montgomery Scott LLC853,084$43.39M0.1%+9.2%2.001%
7/17/2025Fifth Third Securities Inc.58,087$2.96M0.2%+3.4%0.136%
7/16/2025ORG Partners LLC52,683$2.68M0.6%+23.6%0.124%
7/16/2025 Destiny Wealth Partners LLC258,089$13.13M1.8%N/A0.605%
7/14/2025Strategic Planning Group LLC363,782$18.50M3.0%+7.8%0.853%
7/11/2025Bouvel Investment Partners LLC251,147$12.78M4.3%+4.3%0.598%
7/11/2025SeaCrest Wealth Management LLC17,068$868K0.1%+16.0%0.041%
7/10/2025Focus Financial Network Inc.3,939$201K0.0%N/A0.009%
7/9/2025Breakwater Capital Group7,876$401K0.1%+23.1%0.019%
5/20/2025Belpointe Asset Management LLC4,069$206K0.0%N/A0.012%
5/19/2025Jane Street Group LLC138,726$7.02M0.0%N/A0.399%
5/16/2025NewEdge Advisors LLC52,483$2.66M0.0%+9.7%0.151%
5/15/2025Royal Bank of Canada356,989$18.07M0.0%+127.4%1.027%
5/14/2025Valley Financial Group Inc.120,251$6.09M4.0%+15.8%0.346%
5/14/2025Quadcap Wealth Management LLC320,536$16.23M2.4%+7,034.1%0.922%
5/14/2025Per Stirling Capital Management LLC.152,693$7.73M1.1%N/A0.439%
5/14/2025Comerica Bank21,585$1.09M0.0%+97.0%0.062%
5/14/2025Apexium Financial LP35,370$1.80M0.1%N/A0.102%
5/14/2025Northwestern Mutual Wealth Management Co.177,714$9.00M0.0%+640.8%0.511%
5/14/2025Flow Traders U.S. LLC29,521$1.50M0.1%-46.1%0.085%
5/13/2025Raymond James Financial Inc.988,866$50.07M0.0%+48.8%2.845%
5/13/2025HighTower Advisors LLC444,425$22.50M0.0%+18.5%1.279%
5/9/2025Coign Capital Advisors LLC192,231$9.73M7.5%N/A0.553%
5/9/2025PNC Financial Services Group Inc.201,959$10.23M0.0%+124.3%0.581%
5/8/2025Eastern Bank650$33K0.0%-55.3%0.002%
5/7/2025LPL Financial LLC1,509,784$76.44M0.0%+37.5%4.343%
5/6/2025Cetera Investment Advisers121,573$6.16M0.0%+297.7%0.350%
5/6/2025Avantax Advisory Services Inc.10,811$547K0.0%+33.0%0.031%
5/6/2025Flynn Zito Capital Management LLC78,411$3.97M1.8%+386.3%0.226%
5/5/2025Miller Financial Services LLC5,309$269K0.4%+9.4%0.015%
5/5/2025OneAscent Financial Services LLC8,538$432K0.0%+27.0%0.025%
5/5/2025Kestra Private Wealth Services LLC7,883$399K0.0%+6.7%0.023%
5/5/2025Private Advisor Group LLC23,108$1.17M0.0%+31.8%0.066%
5/2/2025Kingsview Wealth Management LLC8,195$415K0.0%-4.3%0.024%
5/1/2025Acorn Wealth Advisors LLC4,479$227K0.1%+5.4%0.013%
5/1/2025Fifth Third Securities Inc.56,155$2.84M0.2%+64.9%0.163%
5/1/2025Gateway Wealth Partners LLC70,786$3.58M0.8%N/A0.206%
4/30/2025Cerity Partners LLC5,622$285K0.0%+37.9%0.016%
4/30/2025Parr Mcknight Wealth Management Group LLC4,237$215K0.0%-18.2%0.012%
4/30/2025Stratos Wealth Partners LTD.5,210$264K0.0%N/A0.015%
4/29/2025Envestnet Asset Management Inc.299,436$15.16M0.0%+96.6%0.871%
4/29/2025Stage Harbor Financial LLC31,111$1.58M1.3%+93.5%0.091%
4/28/2025Strategic Financial Concepts LLC10,815$548K0.1%+9.6%0.031%
4/25/2025MidAtlantic Capital Management Inc.25,238$1.28M1.0%+3.4%0.073%
4/25/2025Trademark Financial Management LLC59,787$3.03M2.3%+527.4%0.174%
4/25/2025Wall Street Financial Group Inc.43,280$2.19M2.3%+8.2%0.126%
4/24/2025Beacon Financial Advisory LLC4,915$249K0.1%N/A0.014%
4/23/2025KPP Advisory Services LLC9,466$479K0.1%+122.7%0.028%
4/23/2025Western Wealth Management LLC196,035$9.93M0.7%+9.8%0.571%
(Data available from 1/1/2016 forward)

EVTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EVTR shares?

During the previous two years, 115 institutional investors and hedge funds held shares of Eaton Vance Total Return Bond ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($129.42M), Osaic Holdings Inc. ($81.07M), LPL Financial LLC ($76.44M), Raymond James Financial Inc. ($51.77M), Janney Montgomery Scott LLC ($43.39M), Bank of America Corp DE ($38.32M), and HighTower Advisors LLC ($22.50M).Learn more on Eaton Vance Total Return Bond ETF's institutional investors.

Which institutional investors have been buying Eaton Vance Total Return Bond ETF's stock?

Of the 112 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: Wells Fargo & Company MN ($2.60M), Raymond James Financial Inc. ($1.68M), LPL Financial LLC ($1.09M), Strategic Financial Concepts LLC ($845.74K), Janney Montgomery Scott LLC ($825.23K), Bank of America Corp DE ($751.15K), and HighTower Advisors LLC ($444.43K).

How much institutional buying is happening at Eaton Vance Total Return Bond ETF?

Institutional investors have bought a total of 13,772,291 shares in the last 24 months. This purchase volume represents approximately $695.05M in transactions.

Which of Eaton Vance Total Return Bond ETF's major shareholders have been selling company stock?

Of the 18 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: Systelligence LLC ($67.92K), Ameriprise Financial Inc. ($28.97K), Western Wealth Management LLC ($25.46K), Flow Traders U.S. LLC ($25.29K), Spire Wealth Management ($19.53K), Pinion Investment Advisors LLC ($19.40K), and NewEdge Advisors LLC ($14.56K).

How much institutional selling is happening at Eaton Vance Total Return Bond ETF?

Institutional investors have sold a total of 235,433 shares in the last 24 months. This volume of shares sold represents approximately $11.89M in transactions.


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This page (NYSEARCA:EVTR) was last updated on 10/8/2025 by MarketBeat.com Staff
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