Who owns EATON VANCE TOTAL RETURN BOND ETF?
- Ticker: EVTR
- CUSIP Number: 61774r841
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Analyze quarterly positions in Eaton Vance Total Return Bond Etf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Eaton Vance Total Return Bond Etf stock
Who bought or sold EATON VANCE TOTAL RETURN BOND ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 17M | $842M | 100% | Jun 2025 |
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| FMR | 3.4M | $177M | 1338502% | Sep 2025 |
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| Wells Fargo & Company | 3.1M | $158M | 25% | Sep 2025 |
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| Ameriprise Financial | 2.4M | $125M | 7951% | Sep 2025 |
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| LPL Financial | 2.0M | $105M | 14% | Sep 2025 |
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| Advisor Group Holdings | 1.7M | $89M | 8% | Sep 2025 |
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| Prodigy Asset Management | 1.5M | $77M | 100% | Sep 2025 |
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| Raymond James Financial | 1.2M | $63M | 21% | Sep 2025 |
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| Janney Montgomery Scott | 1.0M | $53M | 20% | Sep 2025 |
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| Envestnet Asset Management | 737k | $38M | 94% | Sep 2025 |
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| Horizon Wealth Management | 571k | $29M | 100% | Sep 2025 |
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| Pnc Financial Services | 565k | $29M | 107% | Sep 2025 |
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| HighTower Advisors | 481k | $25M | 6% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 467k | $24M | 48% | Sep 2025 |
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| Strategic Planning Group | 401k | $21M | 10% | Sep 2025 |
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| Jane Street | 386k | $20M | 100% | Sep 2025 |
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| Quadcap Wealth Management | 382k | $20M | 9% | Sep 2025 |
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| Victory Financial Group | 370k | $19M | 11% | Sep 2025 |
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| Spire Wealth Management | 366k | $19M | 146% | Sep 2025 |
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| Systelligence | 349k | $18M | 120% | Sep 2025 |
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| Coign Capital Advisors | 299k | $15M | 43% | Sep 2025 |
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| Mount Yale Investment Advisors | 297k | $15M | 15% | Sep 2025 |
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| RWM Asset Management | 277k | $14M | 7% | Sep 2025 |
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| Bouvel Investment Partners | 241k | $12M | -4% | Sep 2025 |
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| My Purposeful Wealth Corp. | 240k | $12M | 499% | Sep 2025 |
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| Cetera Investment Advisers | 222k | $11M | 73% | Sep 2025 |
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| Western Wealth Management | 219k | $11M | 10% | Sep 2025 |
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| Snowden Capital Advisors | 168k | $8.7M | 848% | Sep 2025 |
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| D.A. Davidson & Co. | 163k | $8.4M | 1585% | Sep 2025 |
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| Per Stirling Capital Management | 156k | $8.0M | 5% | Sep 2025 |
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| Valley Financial Group | 139k | $7.1M | 5% | Sep 2025 |
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| Balanced Rock Investment Advisors | 136k | $7.0M | 12% | Sep 2025 |
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| Eldridge Investment Advisors | 135k | $6.9M | 2% | Sep 2025 |
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| Commonwealth Equity Services | 121k | $6.2M | -8% | Sep 2025 |
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| Penney Financial | 118k | $6.1M | 4% | Sep 2025 |
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| Private Advisor | 105k | $5.4M | 23% | Sep 2025 |
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| Principal Securities | 104k | $5.4M | 478% | Sep 2025 |
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| Apexium Financial | 88k | $4.6M | 7% | Sep 2025 |
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| KC Investment Advisors | 83k | $4.3M | 69% | Sep 2025 |
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| Mml Investors Services | 83k | $4.3M | 8% | Sep 2025 |
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| Flynn Zito Capital Management | 78k | $4.0M | -3% | Sep 2025 |
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| Asset Allocation Strategies | 76k | $3.9M | 1526% | Sep 2025 |
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| Trademark Financial Management | 75k | $3.8M | 17% | Sep 2025 |
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| Flow Traders US | 72k | $3.7M | 100% | Sep 2025 |
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| Advisory Resource Group | 71k | $3.7M | 5% | Sep 2025 |
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| Gateway Wealth Partners | 68k | $3.5M | -2% | Sep 2025 |
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| Branch Banking & Trust Company | 65k | $3.3M | 7% | Sep 2025 |
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| Oak Family Advisors | 65k | $3.3M | 100% | Sep 2025 |
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| CI Private Wealth | 63k | $3.3M | 100% | Sep 2025 |
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| Kingsview Wealth Management | 62k | $3.2M | 683% | Sep 2025 |
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| Fifth Third Securities | 60k | $3.1M | 4% | Sep 2025 |
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| Royal Bank of Canada | 57k | $3.0M | -77% | Sep 2025 |
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| Acorn Wealth Advisors | 54k | $2.8M | 100% | Sep 2025 |
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| ORG Partners | 52k | $2.7M | -1% | Sep 2025 |
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| Stage Harbor Financial | 49k | $2.5M | 26% | Sep 2025 |
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| Gladstone Institutional Advisory | 44k | $2.3M | 0% | Sep 2025 |
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| Merit Financial Group | 44k | $2.2M | -3% | Sep 2025 |
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| Cornerstone Wealth Management | 43k | $2.2M | 54% | Sep 2025 |
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| Equitable Holdings | 40k | $2.0M | 26% | Sep 2025 |
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| Goss Wealth Management | 39k | $2.0M | 3% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 38k | $1.9M | 118% | Sep 2025 |
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| Founders Financial Securities | 37k | $1.9M | 0% | Sep 2025 |
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| Wealthcare Advisory Partners | 34k | $1.8M | 100% | Sep 2025 |
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| Stifel Financial | 34k | $1.7M | 26% | Sep 2025 |
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| Summit Financial | 32k | $1.6M | 100% | Sep 2025 |
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| Brian McDonald | 31k | $1.6M | 44% | Sep 2025 |
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| Trustmark National Bank - Trust Department | 27k | $1.4M | 131% | Sep 2025 |
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| MidAtlantic Capital Management | 26k | $1.3M | -4% | Sep 2025 |
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| SeaCrest Wealth Management | 25k | $1.3M | 48% | Sep 2025 |
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| Cambridge Investment Research Advisors | 25k | $1.3M | 29% | Sep 2025 |
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| Citadel Advisors | 23k | $1.2M | -76% | Sep 2025 |
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| N.E.W. Advisory Services | 21k | $1.1M | 100% | Sep 2025 |
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| Envestnet Portfolio Solutions | 20k | $1.0M | 3% | Sep 2025 |
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| Opal Wealth Advisors | 19k | $994k | 100% | Sep 2025 |
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| Creative Financial Designs | 17k | $879k | 43% | Sep 2025 |
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| Blueprint Investment Partners | 15k | $788k | 100% | Sep 2025 |
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| Blueprint Financial Advisors | 15k | $788k | -6% | Sep 2025 |
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| RFG Advisory | 15k | $773k | 34% | Sep 2025 |
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| KPP Advisory Services | 14k | $721k | 19% | Sep 2025 |
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| Atria Wealth Solutions | 14k | $700k | 100% | Jun 2025 |
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| Oppenheimer & Co | 14k | $703k | 16% | Sep 2025 |
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| H D Vest Advisory Services | 13k | $652k | 19% | Jun 2025 |
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| HPM Partners | 13k | $643k | 122% | Sep 2025 |
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| Strategic Financial Concepts | 11k | $555k | 0% | Sep 2025 |
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| WCG Wealth Advisors | 10k | $528k | 100% | Sep 2025 |
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| Kestra Advisory Services | 10k | $525k | -6% | Sep 2025 |
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| Integrated Wealth Concepts | 10k | $524k | 0% | Sep 2025 |
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| Catalyst Financial Partners | 10k | $515k | 100% | Sep 2025 |
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| Beacon Financial Advisory | 9.4k | $486k | 18% | Sep 2025 |
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| Stratos Wealth Partners | 9.0k | $464k | 36% | Sep 2025 |
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| OneAscent Financial Services | 8.4k | $432k | -11% | Sep 2025 |
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| Mma Asset Management | 8.1k | $416k | 100% | Sep 2025 |
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| GPS Wealth Strategies Group | 7.6k | $389k | -1% | Sep 2025 |
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| Breakwater Capital Group | 7.5k | $384k | -5% | Sep 2025 |
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| Miller Financial Services | 6.6k | $338k | 22% | Sep 2025 |
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| Kestra Private Wealth Services | 6.3k | $325k | -36% | Sep 2025 |
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| Heritage Wealth Management | 6.2k | $319k | 100% | Sep 2025 |
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| Centerpoint Advisory Group | 5.6k | $289k | 0% | Sep 2025 |
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| Renaissance Technologies | 5.6k | $288k | 100% | Sep 2025 |
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| Studio Investment Management | 5.4k | $278k | 26% | Sep 2025 |
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| Atlantic Trust | 5.0k | $258k | 0% | Sep 2025 |
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| Brookstone Capital Management | 4.9k | $253k | 1% | Sep 2025 |
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| Mosaic Financial Group | 4.8k | $248k | 100% | Sep 2025 |
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| Marino, Stram & Associates | 4.3k | $220k | 100% | Sep 2025 |
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| Visionary Wealth Advisors | 4.1k | $212k | 100% | Sep 2025 |
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| Belpointe Asset Management | 4.1k | $212k | 3% | Sep 2025 |
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| Centurion Wealth Management | 4.0k | $203k | 100% | Sep 2025 |
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| Private Trust Co Na | 3.4k | $177k | 100% | Sep 2025 |
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| Steward Partners Investment Advisory | 3.3k | $168k | 1% | Sep 2025 |
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| Harbour Investments | 2.5k | $130k | 204% | Sep 2025 |
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| Barnes Dennig Private Wealth Management | 2.5k | $130k | 172% | Sep 2025 |
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| Jpmorgan Chase & Co | 1.8k | $90k | 51% | Sep 2025 |
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| A. Montag and Associates | 1.1k | $59k | 0% | Sep 2025 |
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| UBS Group | 1.1k | $54k | 512% | Sep 2025 |
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| Ancora Advisors | 800.00 | $41k | 0% | Sep 2025 |
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| TruNorth Capital Management | 698.00 | $36k | 100% | Sep 2025 |
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| Eastern Bank | 650.00 | $33k | 0% | Sep 2025 |
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| MAI Wealth Advisors | 602.00 | $31k | 0% | Sep 2025 |
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| Tompkins Financial Corp | 510.00 | $26k | 0% | Sep 2025 |
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| Turim 21 Investimentos | 391.00 | $20k | 100% | Sep 2025 |
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| Abich Financial Wealth Management | 304.00 | $16k | 100% | Sep 2025 |
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| Global Retirement Partners | 181.00 | $9.3k | 100% | Sep 2025 |
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| Princeton Global Asset Management | 175.00 | $9.0k | 100% | Sep 2025 |
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| Hm Payson & Co | 162.00 | $8.3k | 100% | Sep 2025 |
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| Sunbelt Securities | 34.00 | $1.7k | -79% | Sep 2025 |
|
| IFP Advisors | 20.00 | $1.0k | -92% | Sep 2025 |
|
| Investment Research & Advisory Group | 1.00 | $522.000000 | 0% | Sep 2025 |
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Who sold out of Eaton Vance Total Return Bond Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Ameritas Advisory Services | Jun 2025 | 31k | $1.6M |
| Leo Wealth | Jun 2025 | 14k | $721k |
| Bank of New York Mellon | Jun 2025 | 7.0k | $355k |
| AE Wealth Management | Jun 2025 | 4.6k | $233k |
| Parr Mcknight Wealth Management Group | Jun 2025 | 4.2k | $213k |
| Cozad Asset Management | Jun 2025 | 4.1k | $210k |
| Focus Financial Network | Jun 2025 | 3.9k | $201k |
| Soundwatch Capital | Jun 2025 | 3.5k | $635k |
| Cullen Frost Bankers | Jun 2025 | 1.9k | $95k |
| REAP Financial Group | Jun 2025 | 970.00 | $49k |