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Eaton Vance Total Return Bond ETF (EVTR) Institutional Ownership

Eaton Vance Total Return Bond ETF logo
$50.75 +0.06 (+0.12%)
As of 04:10 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)
145
Total
Institutional Inflows
(last 12 months)
$1.40B
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$42.63M
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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
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%
5/5/2026 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%
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%
3/17/2026Rockefeller 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%
2/18/2026 Stage 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%
2/17/2026 Private Advisor Group LLC129,989$6.69M0.0%+24.2%0.149%
2/17/2026&PARTNERS36,644$1.89M0.0%-2.5%0.042%
2/17/2026Royal 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%
2/16/2026Mosaic 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%
2/13/2026 Peak 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%
2/13/2026 Asset 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%
2/12/2026 Commonwealth 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%
2/12/2026 Miller Financial Services LLC13,258$683K0.8%+102.1%0.015%
2/12/2026Advisory 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%
2/11/2026Eldridge 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%
2/11/2026 OneAscent 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%
2/10/2026 Founders Financial Securities LLC52,713$2.72M0.2%+42.5%0.060%
2/10/2026 Acorn 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%
2/9/2026Kingsview Wealth Management LLC139,053$7.16M0.1%+124.9%0.159%
2/9/2026Studio Investment Management LLC6,309$325K0.1%+17.2%0.007%
2/9/2026Harbour Investments Inc.3,243$167K0.0%+28.1%0.004%
2/9/2026RHL Group LLC569$29K0.0%N/A0.001%
2/6/2026GPS Wealth Strategies Group LLC2,712$140K0.1%-64.1%0.003%
2/6/2026Empirical Asset Management LLC3,941$203K0.0%N/A0.005%
2/6/2026 IFP Advisors Inc1,960$101K0.0%+9,700.0%0.002%
2/6/2026 Creative Financial Designs Inc. ADV16,132$831K0.1%-5.5%0.018%
2/6/2026PNC Financial Services Group Inc.951,805$49.02M0.0%+68.4%1.088%
2/6/2026 Flynn Zito Capital Management LLC68,837$3.55M1.3%-11.3%0.079%
2/6/2026HighTower Advisors LLC494,957$25.49M0.0%+3.0%0.566%
2/6/2026 Envestnet Portfolio Solutions Inc.26,889$1.39M0.0%+35.0%0.031%
2/5/2026Evergreen Wealth Partners LLC26,478$1.36M1.1%N/A0.030%
2/5/2026 Thrivent Financial for Lutherans116,921$6.02M0.0%N/A0.134%
2/5/2026 Cornerstone Wealth Management LLC45,505$2.34M0.1%+4.8%0.052%
2/5/2026Western Wealth Management LLC223,032$11.49M0.5%+1.9%0.255%
2/4/2026Ameritas Advisory Services LLC57,111$2.94M0.1%N/A0.066%
2/4/2026 Strategic Planning Group LLC422,805$21.77M2.8%+5.5%0.486%
2/4/2026 Horizon Wealth Management LLC599,600$30.88M4.8%+5.1%0.689%
2/4/2026 Drive Wealth Management LLC85,350$4.40M0.9%N/A0.098%
2/3/2026 Centerpoint Advisory Group5,810$299K0.2%+3.6%0.007%


EVTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EVTR shares?

During the previous two years, 176 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), LPL Financial LLC ($135.04M), Ameriprise Financial Inc. ($125.37M), Prodigy Asset Management LLC ($113.68M), Osaic Holdings Inc. ($101.43M), and Bank of America Corp DE ($71.85M).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 172 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), Ameriprise Financial Inc. ($2.41M), Prodigy Asset Management LLC ($2.21M), Raymond James Financial Inc. ($1.90M), LPL Financial LLC ($1.66M), and Provenance Wealth Advisors LLC ($1.40M).

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

Institutional investors have bought a total of 27,394,753 shares in the last 24 months. This purchase volume represents approximately $1.40B in transactions.

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

Of the 37 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), Flow Traders U.S. LLC ($25.29K), and Spire Wealth Management ($19.53K).

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

Institutional investors have sold a total of 837,382 shares in the last 24 months. This volume of shares sold represents approximately $42.63M in transactions.


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This page (NYSEARCA:EVTR) was last updated on 5/5/2026 by MarketBeat.com Staff.
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