EVTR · Eaton Vance Total Return Bond ETF ETF
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Institutional Ownership Trend
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Quarterly Activity
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | +33,180 | 97,856 | |
| Mega CITADEL ADVISORS LLC | +28,553 | 89,094 |
Top Sellers
vs Mar 31, 2026Top New Positions
vs Mar 31, 2026Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega MORGAN STANLEY | 32,845,045 | $1,666,886,031 | |
| Mega AMERIPRISE FINANCIAL INC | 5,902,766 | $299,565,373 | |
| Mega WELLS FARGO & COMPANY/MN | 4,137,407 | $209,973,404 | |
| Mega FMR LLC | 4,008,410 | $203,426,807 | |
| Mega BANK OF AMERICA CORP /DE/ | 3,566,409 | $180,995,256 |
| Holder | Value (USD)▼ | % of 13F | Shares | Own % | Change | Type | Filed | Open | |||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC EVTR | $4,962,277 | 51.96% | 97,856 | — |
+33,180
+51.3%
|
Shares | 2026-08-27 | ||||||||||||||||||||||||||||||||||||
| Mega CITADEL ADVISORS LLC EVTR | $4,517,956 | 47.31% | 89,094 | — |
+28,553
+47.2%
|
Shares | 2026-09-02 | ||||||||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Cornerstone Financial Management LLC EVTR | $69,726 | 0.73% | 1,375 | — |
0
0.0%
|
Shares | 2026-08-28 | ||||||||||||||||||||||||||||||||||||
| Mega MORGAN STANLEY EVTR | $1,666,886,031 | 17454.38% | 32,845,045 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega AMERIPRISE FINANCIAL INC EVTR | $299,565,373 | 3136.82% | 5,902,766 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega WELLS FARGO & COMPANY/MN EVTR | $209,973,404 | 2198.68% | 4,137,407 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega FMR LLC EVTR | $203,426,807 | 2130.13% | 4,008,410 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega BANK OF AMERICA CORP /DE/ Bank EVTR | $180,995,256 | 1895.25% | 3,566,409 | — | Sold Out | Shares | 2026-05-18 | ||||||||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega LPL Financial LLC EVTR | $175,226,910 | 1834.84% | 3,452,747 | — | Sold Out | Shares | 2026-05-06 | ||||||||||||||||||||||||||||||||||||
| Mega RAYMOND JAMES FINANCIAL INC EVTR | $113,734,961 | 1190.95% | 2,241,083 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large OSAIC HOLDINGS, INC. EVTR | $104,743,077 | 1096.79% | 2,063,903 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mega PNC FINANCIAL SERVICES GROUP, INC. EVTR | $65,655,478 | 687.49% | 1,293,704 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large ALPS ADVISORS INC EVTR | $51,624,930 | 540.58% | 1,017,240 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO EVTR | $34,326,031 | 359.44% | 676,375 | — | Sold Out | Shares | 2026-05-07 | ||||||||||||||||||||||||||||||||||||
| Large HighTower Advisors, LLC EVTR | $32,088,666 | 336.01% | 632,289 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Micro Valley Financial Group, Inc. EVTR | $26,351,074 | 275.93% | 519,233 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Small Quadcap Wealth Management, LLC EVTR | $23,613,619 | 247.26% | 465,293 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Large Cetera Investment Advisers EVTR | $22,118,068 | 231.60% | 435,824 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||||||||||||
| Micro Coign Capital Advisors LLC EVTR | $17,428,615 | 182.50% | 343,421 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Mid D.A. DAVIDSON & CO. EVTR | $14,799,562 | 154.97% | 291,617 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Small Destiny Wealth Partners, LLC EVTR | $14,706,741 | 154.00% | 289,788 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
| Large Sanctuary Advisors, LLC EVTR | $12,849,900 | 134.55% | 253,200 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Mid Western Wealth Management, LLC EVTR | $12,392,794 | 129.77% | 244,193 | — | Sold Out | Shares | 2026-05-19 | ||||||||||||||||||||||||||||||||||||
| Mid HARBOUR INVESTMENTS, INC. EVTR | $12,021,609 | 125.88% | 236,879 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Mid Snowden Capital Advisors LLC EVTR | $11,419,765 | 119.58% | 225,020 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Small Per Stirling Capital Management, LLC. EVTR | $8,532,140 | 89.34% | 168,121 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||||||||||||||||||||||
| Micro Balanced Rock Investment Advisors LLC EVTR | $7,819,306 | 81.88% | 154,075 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||||||||||||
| Mid Kingsview Wealth Management, LLC EVTR | $7,282,726 | 76.26% | 143,502 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||||||||||||||||||||||
| Micro Wall Street Financial Group, Inc. EVTR | $7,053,438 | 73.86% | 138,984 | — | Sold Out | Shares | 2026-05-06 | ||||||||||||||||||||||||||||||||||||
| Mega GOLDMAN SACHS GROUP INC EVTR | $6,968,533 | 72.97% | 137,311 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Micro Eldridge Investment Advisors, Inc. EVTR | $6,958,586 | 72.87% | 137,115 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
| Mid PRINCIPAL SECURITIES, INC. Broker-Dealer EVTR | $6,032,145 | 63.16% | 118,860 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||||||||||||
| Mega ROYAL BANK OF CANADA Bank EVTR | $6,007,124 | 62.90% | 118,367 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid UNITED CAPITAL FINANCIAL ADVISORS, LLC EVTR | $5,841,832 | 61.17% | 115,110 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Blueprint Financial Advisors LLC EVTR | $5,838,381 | 61.14% | 115,042 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Blueprint Investment Partners LLC EVTR | $5,838,381 | 61.14% | 115,042 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Mid Summit Financial, LLC EVTR | $5,487,445 | 57.46% | 108,127 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Mid CENTAURUS FINANCIAL, INC. EVTR | $5,265,312 | 55.13% | 103,750 | — | Sold Out | Shares | 2026-05-18 | ||||||||||||||||||||||||||||||||||||
| Small WNY Asset Management, LLC EVTR | $4,909,352 | 51.41% | 96,736 | — | Sold Out | Shares | 2026-05-22 | ||||||||||||||||||||||||||||||||||||
| Large Mariner, LLC EVTR | $4,780,142 | 50.05% | 94,190 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||||||||||||
| Small Advisory Resource Group EVTR | $3,894,047 | 40.78% | 76,730 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Micro Beacon Bridge Wealth Partners, LLC EVTR | $3,837,562 | 40.18% | 75,617 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Micro Layline Advisors, LLC EVTR | $3,439,530 | 36.02% | 67,774 | — | Sold Out | Shares | 2026-09-02 | ||||||||||||||||||||||||||||||||||||
| Mid Ameritas Advisory Services, LLC EVTR | $3,299,968 | 34.55% | 65,024 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||||||||||||||||||||||
| Small PCM Encore, LLC EVTR | $3,280,733 | 34.35% | 64,645 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||||||||||||||||||||||
| Mega Bank of New York Mellon Corp Bank EVTR | $3,163,906 | 33.13% | 62,343 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Equitable Holdings, Inc. EVTR | $2,914,318 | 30.52% | 57,425 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large STIFEL FINANCIAL CORP EVTR | $2,740,449 | 28.70% | 53,999 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Gladstone Institutional Advisory LLC EVTR | $2,579,165 | 27.01% | 50,821 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||||||||||||||||||||||
| Small TRUSTMARK BANK TRUST DEPARTMENT Bank EVTR | $2,181,285 | 22.84% | 42,981 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||||||||||||||||||||||
| Large &PARTNERS EVTR | $2,045,884 | 21.42% | 40,313 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Mid Atria Investments, Inc EVTR | $1,802,081 | 18.87% | 35,509 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Micro Evergreen Wealth Partners LLC EVTR | $1,586,140 | 16.61% | 31,254 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||||||||||||||||||||||
| Large RENAISSANCE TECHNOLOGIES LLC EVTR | $1,486,975 | 15.57% | 29,300 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||||||||||||||||||||||
| Mid INDEPENDENT FINANCIAL GROUP, LLC EVTR | $1,458,098 | 15.27% | 28,731 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Micro MidAtlantic Capital Management, Inc. EVTR | $1,322,494 | 13.85% | 26,059 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||||||||||||||||||||||
| Small Asset One Wealth Management LLC EVTR | $1,314,171 | 13.76% | 25,895 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||||||||||||
| Micro Gross & Hartman Investments LLC EVTR | $1,264,588 | 13.24% | 24,918 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Large Steward Partners Investment Advisory, LLC EVTR | $1,038,446 | 10.87% | 20,462 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||||||||||||||||||||||
| Small Tulsa Wealth Advisors, INC EVTR | $965,112 | 10.11% | 19,017 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
| Micro MOSAIC FINANCIAL GROUP, LLC EVTR | $797,891 | 8.35% | 15,722 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||||||||||||||||||||||
| Small Leo Wealth, LLC EVTR | $776,221 | 8.13% | 15,295 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Large JONES FINANCIAL COMPANIES LLLP EVTR | $739,478 | 7.74% | 14,571 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large Cerity Partners LLC EVTR | $737,245 | 7.72% | 14,527 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Small MARK SHEPTOFF FINANCIAL PLANNING, LLC EVTR | $736,078 | 7.71% | 14,504 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
| Small Diversified Portfolios, Inc. EVTR | $700,350 | 7.33% | 13,800 | — | Sold Out | Shares | 2026-05-06 | ||||||||||||||||||||||||||||||||||||
| Large HRT FINANCIAL LP EVTR | $677,512 | 7.09% | 13,350 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||||||||||||||||||||||
| Micro Strategic Financial Concepts, LLC EVTR | $668,276 | 7.00% | 13,168 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||||||||||||
| Mid WCG Wealth Advisors LLC EVTR | $590,273 | 6.18% | 11,631 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||||||||||||||||||||||
| Mid Integrated Wealth Concepts LLC EVTR | $542,923 | 5.69% | 10,698 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Micro Helium Advisors LLC EVTR | $537,696 | 5.63% | 10,595 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Small CATALYST FINANCIAL PARTNERS LLC EVTR | $507,500 | 5.31% | 10,000 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||||||||||||||||||||||
| Micro Prosperity Bancshares Inc Bank EVTR | $496,284 | 5.20% | 9,779 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||||||||||||||||||||||
| Small MONECO ADVISORS, LLC EVTR | $451,928 | 4.73% | 8,905 | — | Sold Out | Shares | 2026-05-08 | ||||||||||||||||||||||||||||||||||||
| Small STUDIO INVESTMENT MANAGEMENT LLC EVTR | $414,069 | 4.34% | 8,159 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Mid Independent Advisor Alliance EVTR | $411,582 | 4.31% | 8,110 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||||||||||||||||||||||
| Mega JPMORGAN CHASE & CO EVTR | $335,609 | 3.51% | 6,613 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Zhang Financial LLC EVTR | $292,066 | 3.06% | 5,755 | — | Sold Out | Shares | 2026-05-06 | ||||||||||||||||||||||||||||||||||||
| Mid MGO ONE SEVEN LLC EVTR | $259,941 | 2.72% | 5,122 | — | Sold Out | Shares | 2026-05-14 | ||||||||||||||||||||||||||||||||||||
| Large MERCER GLOBAL ADVISORS INC /ADV EVTR | $246,188 | 2.58% | 4,851 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Large CIBC Bancorp USA Inc. Bank EVTR | $242,026 | 2.53% | 4,769 | — | Sold Out | Shares | 2026-05-12 | ||||||||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Small Widmann Financial Services, Inc. EVTR | $241,062 | 2.52% | 4,750 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Large BROWN ADVISORY INC EVTR | $223,046 | 2.34% | 4,395 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large MAI Capital Management EVTR | $207,719 | 2.18% | 4,093 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Small Empirical Asset Management, LLC EVTR | $201,528 | 2.11% | 3,971 | — | Sold Out | Shares | 2026-05-11 | ||||||||||||||||||||||||||||||||||||
| Small N.E.W. Advisory Services LLC EVTR | $89,726 | 0.94% | 1,768 | — | Sold Out | Shares | 2026-05-05 | ||||||||||||||||||||||||||||||||||||
| Micro RHL GROUP, LLC EVTR | $52,526 | 0.55% | 1,035 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||||||||||||
| Micro Legacy Wealth Managment, LLC/ID EVTR | $46,842 | 0.49% | 923 | — | Sold Out | Shares | 2026-05-07 | ||||||||||||||||||||||||||||||||||||
| Mid Ancora Advisors LLC EVTR | $40,600 | 0.43% | 800 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Mid Allworth Financial LP EVTR | $30,906 | 0.32% | 609 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Mid Advisory Services Network, LLC EVTR | $19,640 | 0.21% | 387 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Small Triumph Capital Management EVTR | $10,150 | 0.11% | 200 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||||||||||||
| Mid Smartleaf Asset Management LLC EVTR | $9,338 | 0.10% | 184 | — | Sold Out | Shares | 2026-05-15 | ||||||||||||||||||||||||||||||||||||
| Large AE Wealth Management LLC EVTR | $8,729 | 0.09% | 172 | — | Sold Out | Shares | 2026-05-13 | ||||||||||||||||||||||||||||||||||||
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This filing is a combination report: the position is filed across the managers below.
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| Large ASSETMARK, INC EVTR | $3,349 | 0.04% | 66 | — | Sold Out | Shares | 2026-05-06 | ||||||||||||||||||||||||||||||||||||
| Small Sunbelt Securities, Inc. Broker-Dealer EVTR | $1,725 | 0.02% | 34 | — | Sold Out | Shares | 2026-05-18 | ||||||||||||||||||||||||||||||||||||
| No holders match your search. | |||||||||||||||||||||||||||||||||||||||||||