Eaton Vance Total Return Bond ETF (EVTR) Institutional Ownership

$50.76 0.00 (0.00%)

As of 06/12/2026 04:10 PM Eastern

Number of Institutional Buyers (last 12 months): 146
Total Institutional Inflows (last 12 months): $1.40B

Number of Institutional Sellers (last 12 months): 36
Total Institutional Outflows (last 12 months): $41.38M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/3/2026	NewEdge Advisors LLC	72,698	$3.69M	0.0%	+68.6%	0.072%
5/22/2026	WNY Asset Management LLC	96,736	$4.91M	0.5%	N/A	0.096%
5/19/2026	Western Wealth Management LLC	244,193	$12.39M	0.5%	+9.5%	0.241%
5/19/2026	Bank of America Corp DE	3,566,409	$181.00M	0.0%	+60.0%	3.524%
5/19/2026	Centaurus Financial Inc.	103,750	$5.27M	0.3%	+1.7%	0.103%
5/18/2026	Royal Bank of Canada	118,367	$6.01M	0.0%	+109.6%	0.117%
5/15/2026	Quadcap Wealth Management LLC	465,293	$23.61M	2.7%	+12.6%	0.460%
5/14/2026	Renaissance Technologies LLC	29,300	$1.49M	0.0%	N/A	0.029%
5/13/2026	Cetera Investment Advisers	435,824	$22.12M	0.0%	+49.3%	0.431%
5/8/2026	PNC Financial Services Group Inc.	1,293,704	$65.66M	0.0%	+35.9%	1.278%
Trump's gold order: the announcement they won't put on the front page (Ad) On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free. Request the free guide in 30 seconds and get positioned now
5/7/2026	Legacy Wealth Managment LLC ID	923	$47K	0.0%	N/A	0.001%
5/6/2026	Independent Financial Group LLC	28,672	$1.46M	0.0%	N/A	0.028%
5/6/2026	Helium Advisors LLC	10,595	$538K	0.5%	-11.5%	0.010%
5/5/2026	D.A. Davidson & CO.	291,617	$14.80M	0.1%	+11.7%	0.288%
5/5/2026	Bank of New York Mellon Corp	62,343	$3.16M	0.0%	+25.2%	0.062%
5/5/2026	Geneos Wealth Management Inc.	126,230	$6.41M	0.1%	N/A	0.125%
5/5/2026	Sanctuary Advisors LLC	253,200	$12.85M	0.1%	+25.0%	0.250%
5/5/2026	Members Trust Co	35,917	$1.82M	0.1%	+294.0%	0.035%
5/5/2026	Flynn Zito Capital Management LLC	82,139	$4.17M	1.3%	+19.3%	0.081%
5/4/2026	Uptick Partners LLC	38,624	$1.96M	0.4%	+94.2%	0.038%
5/1/2026	Fifth Third Bancorp	53,300	$2.71M	0.0%	N/A	0.053%
4/30/2026	Kestra Advisory Services LLC	19,171	$973K	0.0%	+89.0%	0.019%
4/29/2026	Marino Stram & Associates LLC	6,649	$337K	0.1%	+9.6%	0.007%
4/29/2026	Centerpoint Advisory Group	6,320	$321K	0.2%	+8.8%	0.006%
4/28/2026	Beacon Financial Advisory LLC	10,669	$541K	0.1%	-29.3%	0.011%
4/27/2026	Baer Investment Advisory LLC	328,033	$16.65M	2.0%	N/A	0.327%
4/27/2026	Private Advisor Group LLC	133,718	$6.79M	0.0%	+2.9%	0.133%
4/27/2026	Trademark Financial Management LLC	67,278	$3.41M	1.7%	-28.7%	0.067%
4/27/2026	Elevation Point Wealth Partners LLC	301,126	$15.28M	0.4%	N/A	0.301%
4/25/2026	Stevens Capital Partners	235,871	$11.97M	2.9%	-20.7%	0.236%
4/25/2026	KPP Advisory Services LLC	17,262	$876K	0.1%	+1.4%	0.017%
4/24/2026	Horizon Wealth Management LLC	240,697	$12.22M	1.8%	-59.9%	0.240%
4/23/2026	Asset Allocation Strategies LLC	151,261	$7.68M	1.4%	+40.3%	0.151%
4/23/2026	Penney Financial LLC	139,022	$7.06M	2.7%	+3.4%	0.139%
4/22/2026	Janney Montgomery Scott LLC	1,220,033	$61.92M	0.2%	+5.1%	1.219%
4/22/2026	Systelligence LLC	204,547	$10.38M	2.0%	-33.6%	0.204%
4/21/2026	Madrid Wealth Management LLC	249,158	$12.65M	9.4%	+18.1%	0.249%
4/20/2026	Breakwater Capital Group	8,551	$434K	0.1%	+10.4%	0.009%
4/20/2026	Heritage Wealth Management Inc.	74,035	$3.76M	1.9%	+18.1%	0.074%
4/20/2026	Oak Family Advisors LLC	130,677	$6.63M	1.9%	+85.1%	0.131%
Trump's New Dollar (Ad) Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result. Watch the free briefing and see the three steps to prepare today
4/20/2026	RFG Advisory LLC	14,233	$722K	0.0%	-5.2%	0.014%
4/20/2026	Provenance Wealth Advisors LLC	1,404,864	$71.30M	7.5%	N/A	1.403%
4/17/2026	Clear Trail Advisors LLC	288,719	$14.65M	2.4%	N/A	0.288%
4/16/2026	Founders Financial Securities LLC	57,256	$2.93M	0.2%	+8.6%	0.058%
3/17/2026	Rockefeller Capital Management L.P.	2,130	$110K	0.0%	N/A	0.002%
3/9/2026	Corient Private Wealth LLC	64,187	$3.31M	0.0%	+1.5%	0.073%
2/19/2026	Corient Private Wealth LLC	64,187	$3.31M	0.0%	+1.5%	0.073%
2/18/2026	Valley Financial Group Inc.	496,783	$25.58M	14.4%	+258.6%	0.568%
2/18/2026	NewEdge Advisors LLC	43,123	$2.22M	0.0%	+10.8%	0.049%
2/18/2026	Stage Harbor Financial LLC	70,316	$3.62M	2.4%	+43.0%	0.080%
2/18/2026	OLD Mission Capital LLC	8,990	$463K	0.0%	N/A	0.010%
2/18/2026	Asset One Wealth Management LLC	28,320	$1.46M	0.2%	N/A	0.032%
2/17/2026	Cetera Investment Advisers	291,819	$15.03M	0.0%	+31.5%	0.334%
2/17/2026	Equitable Holdings Inc.	49,596	$2.55M	0.0%	+24.8%	0.057%
2/17/2026	Osaic Holdings Inc.	1,969,555	$101.43M	0.1%	+14.4%	2.251%
2/17/2026	Private Advisor Group LLC	129,989	$6.69M	0.0%	+24.2%	0.149%
2/17/2026	&PARTNERS	36,644	$1.89M	0.0%	-2.5%	0.042%
2/17/2026	Royal Bank of Canada	56,474	$2.91M	0.0%	-0.9%	0.065%
2/17/2026	Beacon Financial Advisory LLC	15,085	$777K	0.2%	+59.8%	0.017%
2/16/2026	MML Investors Services LLC	89,607	$4.62M	0.0%	+8.4%	0.102%
2/16/2026	Mosaic Financial Group LLC	10,713	$552K	0.4%	+121.9%	0.012%
2/16/2026	Cornerstone Financial Management LLC	1,375	$71K	0.1%	N/A	0.002%
2/13/2026	Stifel Financial Corp	47,914	$2.47M	0.0%	+41.5%	0.055%
2/13/2026	PCM Encore LLC	64,426	$3.32M	0.7%	N/A	0.074%
2/13/2026	Balanced Rock Investment Advisors LLC	146,972	$7.57M	5.4%	+7.7%	0.168%
2/13/2026	Morgan Stanley	28,229,610	$1.45B	0.1%	+24.1%	32.270%
2/13/2026	Peak Planning Group LLC	58,891	$3.03M	0.9%	N/A	0.067%
2/13/2026	Wells Fargo & Company MN	4,279,738	$220.41M	0.0%	+39.7%	4.892%
2/13/2026	Asset Allocation Strategies LLC	107,842	$5.55M	1.1%	+41.2%	0.123%
2/13/2026	Summit Financial LLC	51,153	$2.63M	0.0%	+59.5%	0.058%
2/12/2026	Retirement Management Systems Inc.	389,000	$20.03M	5.1%	N/A	0.445%
2/12/2026	Helium Advisors LLC	11,968	$616K	0.6%	N/A	0.014%
2/12/2026	Commonwealth Equity Services LLC	152,035	$7.83M	0.0%	+26.1%	0.174%
2/12/2026	Mark Sheptoff Financial Planning LLC	13,802	$711K	0.3%	N/A	0.016%
2/12/2026	Steward Partners Investment Advisory LLC	5,819	$300K	0.0%	+77.8%	0.007%
2/12/2026	CIBC Private Wealth Group LLC	4,769	$246K	0.0%	-5.0%	0.005%
2/12/2026	Principal Securities Inc.	113,715	$5.86M	0.1%	+9.2%	0.130%
2/12/2026	Miller Financial Services LLC	13,258	$683K	0.8%	+102.1%	0.015%
2/12/2026	Advisory Resource Group	75,239	$3.88M	0.7%	+5.3%	0.086%
2/11/2026	Janney Montgomery Scott LLC	1,160,714	$59.78M	0.1%	+13.8%	1.327%
2/11/2026	Eldridge Investment Advisors Inc.	137,738	$7.09M	1.6%	+2.2%	0.157%
2/11/2026	Cerity Partners LLC	10,947	$564K	0.0%	-12.4%	0.013%
2/11/2026	LPL Financial LLC	2,622,043	$135.04M	0.0%	+28.0%	2.997%
2/11/2026	OneAscent Financial Services LLC	11,617	$598K	0.1%	+38.3%	0.013%
2/10/2026	WCG Wealth Advisors LLC	11,463	$590K	0.0%	+11.7%	0.013%
2/10/2026	Goldman Sachs Group Inc.	203,529	$10.48M	0.0%	N/A	0.233%
2/10/2026	Prodigy Asset Management LLC	2,207,463	$113.68M	39.9%	+47.5%	2.523%
2/10/2026	Founders Financial Securities LLC	52,713	$2.72M	0.2%	+42.5%	0.060%
2/10/2026	Acorn Wealth Advisors LLC	68,922	$3.55M	1.1%	+27.1%	0.079%
2/10/2026	Zhang Financial LLC	5,755	$296K	0.0%	N/A	0.007%
Trump's New Dollar (Ad) Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result. Watch the free briefing and see the three steps to prepare today
2/10/2026	Northwestern Mutual Wealth Management Co.	468,335	$24.12M	0.0%	+0.3%	0.535%
2/10/2026	IFG Advisory LLC	4,584	$236K	0.0%	N/A	0.005%
2/10/2026	MidAtlantic Capital Management Inc.	26,632	$1.37M	0.9%	+4.3%	0.030%
2/9/2026	Kingsview Wealth Management LLC	139,053	$7.16M	0.1%	+124.9%	0.159%
2/9/2026	Studio Investment Management LLC	6,309	$325K	0.1%	+17.2%	0.007%
2/9/2026	Harbour Investments Inc.	3,243	$167K	0.0%	+28.1%	0.004%
2/9/2026	RHL Group LLC	569	$29K	0.0%	N/A	0.001%
2/6/2026	GPS Wealth Strategies Group LLC	2,712	$140K	0.1%	-64.1%	0.003%
2/6/2026	Empirical Asset Management LLC	3,941	$203K	0.0%	N/A	0.005%
2/6/2026	IFP Advisors Inc	1,960	$101K	0.0%	+9,700.0%	0.002%

EVTR Institutional Ownership - Frequently Asked Questions

During the previous two years, 180 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 ($113.68M), and Osaic Holdings Inc. ($101.43M).Learn more on Eaton Vance Total Return Bond ETF's institutional investors.

Of the 176 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 27,271,813 shares in the last 24 months. This purchase volume represents approximately $1.40B in transactions.

Of the 36 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 ($146.12K), Citadel Advisors LLC ($70.56K), Stevens Capital Partners ($61.57K), Trademark Financial Management LLC ($27.05K), Spire Wealth Management ($19.53K), and Pinion Investment Advisors LLC ($19.40K).

Institutional investors have sold a total of 812,659 shares in the last 24 months. This volume of shares sold represents approximately $41.38M in transactions.

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This page (NYSEARCA:EVTR) was last updated on 6/15/2026 by MarketBeat.com Staff.

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Eaton Vance Total Return Bond ETF (EVTR) Institutional Ownership

EVTR Institutional Buying and Selling by Quarter

Eaton Vance Total Return Bond ETF Major Shareholders & Ownership History

EVTR Institutional Ownership - Frequently Asked Questions

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Eaton Vance Total Return Bond ETF (EVTR) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Eaton Vance Total Return Bond ETF (NYSEARCA:EVTR)

EVTR Institutional Buying and Selling by Quarter

Eaton Vance Total Return Bond ETF Major Shareholders & Ownership History

EVTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EVTR shares?

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

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

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

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