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Eaton Vance Total Return Bond ETF (EVTR) Institutional Ownership

Eaton Vance Total Return Bond ETF logo
$50.09 +0.04 (+0.08%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
148
Total
Institutional Inflows
(last 12 months)
$1.39B
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$40.55M
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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
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%2.070%
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%
6/3/2026NewEdge 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%
5/6/2026 Independent 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%
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%
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4/23/2026 Penney 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%
4/22/2026 Systelligence LLC204,547$10.38M2.0%-33.6%0.204%
4/21/2026Madrid Wealth Management LLC249,158$12.65M9.4%+18.1%0.249%
4/20/2026 Breakwater Capital Group8,551$434K0.1%+10.4%0.009%
4/20/2026Heritage Wealth Management Inc.74,035$3.76M1.9%+18.1%0.074%
4/20/2026 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%
4/20/2026Provenance 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%
4/16/2026Founders 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%
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%
2/12/2026 Retirement 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%
2/12/2026Steward Partners Investment Advisory LLC5,819$300K0.0%+77.8%0.007%
2/12/2026CIBC Private Wealth Group LLC4,769$246K0.0%-5.0%0.005%
2/12/2026Principal Securities Inc.113,715$5.86M0.1%+9.2%0.130%
2/12/2026Miller Financial Services LLC13,258$683K0.8%+102.1%0.015%
2/12/2026 Advisory Resource Group75,239$3.88M0.7%+5.3%0.086%
2/11/2026Janney Montgomery Scott LLC1,160,714$59.78M0.1%+13.8%1.327%
2/11/2026Eldridge Investment Advisors Inc.137,738$7.09M1.6%+2.2%0.157%
2/11/2026Cerity Partners LLC10,947$564K0.0%-12.4%0.013%
2/11/2026LPL Financial LLC2,622,043$135.04M0.0%+28.0%2.997%
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2/11/2026OneAscent Financial Services LLC11,617$598K0.1%+38.3%0.013%
2/10/2026WCG Wealth Advisors LLC11,463$590K0.0%+11.7%0.013%
2/10/2026Goldman Sachs Group Inc.203,529$10.48M0.0%N/A0.233%
2/10/2026 Prodigy Asset Management LLC2,207,463$113.68M39.9%+47.5%2.523%
2/10/2026Founders Financial Securities LLC52,713$2.72M0.2%+42.5%0.060%
2/10/2026Acorn Wealth Advisors LLC68,922$3.55M1.1%+27.1%0.079%
2/10/2026Zhang Financial LLC5,755$296K0.0%N/A0.007%
2/10/2026Northwestern Mutual Wealth Management Co.468,335$24.12M0.0%+0.3%0.535%
2/10/2026IFG Advisory LLC4,584$236K0.0%N/A0.005%
2/10/2026MidAtlantic Capital Management Inc.26,632$1.37M0.9%+4.3%0.030%


EVTR Institutional Ownership - Frequently Asked Questions

During the previous two years, 182 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 178 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 27,058,562 shares in the last 24 months. This purchase volume represents approximately $1.39B 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 NewEdge Advisors LLC ($14.56K).

Institutional investors have sold a total of 796,536 shares in the last 24 months. This volume of shares sold represents approximately $40.55M in transactions.


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This page (NYSEARCA:EVTR) was last updated on 7/25/2026 by MarketBeat.com Staff.
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