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 |
|---|---|---|---|---|---|
| Ameriprise Financial | 5.0M | $258M | 105% | Dec 2025 |
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| Wells Fargo & Company | 4.3M | $220M | 40% | Dec 2025 |
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| FMR | 3.4M | $177M | 1338502% | Sep 2025 |
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| LPL Financial | 2.6M | $135M | 28% | Dec 2025 |
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| Prodigy Asset Management | 2.2M | $114M | 48% | Dec 2025 |
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| Advisor Group Holdings | 2.0M | $101M | 14% | Dec 2025 |
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| Raymond James Financial | 1.5M | $77M | 21% | Dec 2025 |
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| Janney Montgomery Scott | 1.2M | $60M | 14% | Dec 2025 |
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| Envestnet Asset Management | 1.1M | $59M | 55% | Dec 2025 |
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| Pnc Financial Services | 952k | $49M | 68% | Dec 2025 |
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| Horizon Wealth Management | 600k | $31M | 5% | Dec 2025 |
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| Valley Financial Group | 497k | $26M | 259% | Dec 2025 |
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| HighTower Advisors | 495k | $26M | 3% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 468k | $24M | 0% | Dec 2025 |
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| Strategic Planning Group | 423k | $22M | 5% | Dec 2025 |
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| Quadcap Wealth Management | 413k | $21M | 8% | Dec 2025 |
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| Spire Wealth Management | 368k | $19M | 0% | Dec 2025 |
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| Victory Financial Group | 366k | $19M | -1% | Dec 2025 |
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| Coign Capital Advisors | 336k | $17M | 12% | Dec 2025 |
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| Systelligence | 308k | $16M | -12% | Dec 2025 |
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| My Purposeful Wealth Corp. | 297k | $15M | 24% | Dec 2025 |
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| Cetera Investment Advisers | 292k | $15M | 32% | Dec 2025 |
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| RWM Asset Management | 289k | $15M | 4% | Dec 2025 |
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| Bouvel Investment Partners | 266k | $14M | 10% | Dec 2025 |
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| D.A. Davidson & Co. | 261k | $13M | 60% | Dec 2025 |
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| Snowden Capital Advisors | 225k | $12M | 34% | Dec 2025 |
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| Western Wealth Management | 223k | $12M | 2% | Dec 2025 |
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| Madrid Wealth Management | 211k | $11M | 100% | Dec 2025 |
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| Goldman Sachs Group | 204k | $11M | 100% | Dec 2025 |
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| Sanctuary Advisors | 203k | $10M | 1612% | Dec 2025 |
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| Live Oak Investment Partners | 167k | $8.6M | 100% | Dec 2025 |
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| Per Stirling Capital Management | 165k | $8.5M | 6% | Dec 2025 |
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| Commonwealth Equity Services | 152k | $7.8M | 26% | Dec 2025 |
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| Balanced Rock Investment Advisors | 147k | $7.6M | 8% | Dec 2025 |
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| Kingsview Wealth Management | 139k | $7.2M | 125% | Dec 2025 |
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| Eldridge Investment Advisors | 138k | $7.1M | 2% | Dec 2025 |
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| Penney Financial | 135k | $6.9M | 14% | Dec 2025 |
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| We Are One Seven | 132k | $6.8M | 100% | Dec 2025 |
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| Private Advisor | 130k | $6.7M | 24% | Dec 2025 |
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| N.E.W. Advisory Services | 130k | $6.7M | 505% | Dec 2025 |
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| Wall Street Financial Group | 118k | $6.1M | 27% | Dec 2025 |
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| Thrivent Financial for Lutherans | 117k | $6.0M | 100% | Dec 2025 |
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| Principal Securities | 114k | $5.9M | 9% | Dec 2025 |
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| KC Investment Advisors | 113k | $5.8M | 35% | Dec 2025 |
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| Asset Allocation Strategies | 108k | $5.6M | 41% | Dec 2025 |
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| Centaurus Financial | 102k | $5.3M | 100% | Dec 2025 |
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| Trademark Financial Management | 94k | $4.9M | 27% | Dec 2025 |
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| Mml Investors Services | 90k | $4.6M | 8% | Dec 2025 |
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| Apexium Financial | 88k | $4.6M | 7% | Sep 2025 |
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| Drive Wealth Management | 85k | $4.4M | 100% | Dec 2025 |
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| Advisory Resource Group | 75k | $3.9M | 5% | Dec 2025 |
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| Branch Banking & Trust Company | 75k | $3.8M | 15% | Dec 2025 |
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| Beacon Bridge Wealth Partners | 74k | $3.8M | 100% | Dec 2025 |
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| Oak Family Advisors | 71k | $3.6M | 9% | Dec 2025 |
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| Stage Harbor Financial | 70k | $3.6M | 43% | Dec 2025 |
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| Acorn Wealth Advisors | 69k | $3.5M | 27% | Dec 2025 |
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| Flynn Zito Capital Management | 69k | $3.5M | -11% | Dec 2025 |
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| U.S. Capital Wealth Advisors | 67k | $3.5M | 100% | Dec 2025 |
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| CI Private Wealth | 64k | $3.3M | 2% | Dec 2025 |
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| Heritage Wealth Management | 63k | $3.2M | 912% | Dec 2025 |
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| Fifth Third Securities | 61k | $3.2M | 2% | Dec 2025 |
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| Ameritas Advisory Services | 57k | $2.9M | 100% | Dec 2025 |
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| Royal Bank of Canada | 57k | $3.0M | -77% | Sep 2025 |
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| ORG Partners | 57k | $2.9M | 8% | Dec 2025 |
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| Founders Financial Securities | 53k | $2.7M | 43% | Dec 2025 |
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| Summit Financial | 51k | $2.6M | 60% | Dec 2025 |
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| Bank of New York Mellon | 50k | $2.6M | 100% | Dec 2025 |
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| Equitable Holdings | 50k | $2.6M | 25% | Dec 2025 |
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| Stifel Financial | 48k | $2.5M | 41% | Dec 2025 |
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| Gladstone Institutional Advisory | 47k | $2.4M | 7% | Dec 2025 |
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| Cornerstone Wealth Management | 46k | $2.3M | 5% | Dec 2025 |
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| Brian McDonald | 44k | $2.3M | 42% | Dec 2025 |
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| Goss Wealth Management | 43k | $2.2M | 11% | Dec 2025 |
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| Merit Financial Group | 40k | $2.1M | -8% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 37k | $1.9M | -3% | Dec 2025 |
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| Wealthcare Advisory Partners | 36k | $1.9M | 6% | Dec 2025 |
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| SeaCrest Wealth Management | 27k | $1.4M | 7% | Dec 2025 |
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| Envestnet Portfolio Solutions | 27k | $1.4M | 35% | Dec 2025 |
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| Trustmark National Bank - Trust Department | 27k | $1.4M | 131% | Sep 2025 |
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| MidAtlantic Capital Management | 27k | $1.4M | 4% | Dec 2025 |
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| Evergreen Wealth Partners | 27k | $1.4M | 100% | Dec 2025 |
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| Cambridge Investment Research Advisors | 27k | $1.4M | 8% | Dec 2025 |
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| Atria Investments | 26k | $1.3M | 100% | Dec 2025 |
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| Citadel Advisors | 23k | $1.2M | -76% | Sep 2025 |
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| Investment Partners Asset Management | 21k | $1.1M | 100% | Dec 2025 |
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| Holistic Planning | 20k | $1.0M | 100% | Dec 2025 |
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| Opal Wealth Advisors | 19k | $995k | 0% | Dec 2025 |
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| KPP Advisory Services | 17k | $877k | 22% | Dec 2025 |
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| Baker Tilly Financial | 16k | $842k | 100% | Dec 2025 |
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| Creative Financial Designs | 16k | $831k | -6% | Dec 2025 |
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| Beacon Financial Advisory | 15k | $777k | 60% | Dec 2025 |
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| RFG Advisory | 15k | $773k | 0% | Dec 2025 |
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| Leo Wealth | 15k | $758k | 100% | Dec 2025 |
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| Focus Financial Network | 15k | $753k | 100% | Dec 2025 |
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| Mark Sheptoff Financial Planning | 14k | $711k | 100% | Dec 2025 |
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| Oppenheimer & Co | 14k | $705k | 0% | Dec 2025 |
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| Miller Financial Services | 13k | $683k | 102% | Dec 2025 |
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| Helium Advisors | 12k | $616k | 100% | Dec 2025 |
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| OneAscent Financial Services | 12k | $598k | 38% | Dec 2025 |
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| WCG Wealth Advisors | 12k | $590k | 12% | Dec 2025 |
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| HPM Partners | 11k | $564k | -12% | Dec 2025 |
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| Mosaic Financial Group | 11k | $552k | 122% | Dec 2025 |
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| Stratos Wealth Partners | 10k | $537k | 16% | Dec 2025 |
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| Integrated Wealth Concepts | 10k | $528k | 1% | Dec 2025 |
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| Kestra Advisory Services | 10k | $522k | -1% | Dec 2025 |
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| Catalyst Financial Partners | 10k | $515k | 0% | Dec 2025 |
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| Dynamic Advisors Solutions | 9.5k | $487k | 100% | Dec 2025 |
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| MEMBERS Trust | 9.1k | $470k | 100% | Dec 2025 |
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| Old Mission Capital | 9.0k | $463k | 100% | Dec 2025 |
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| Breakwater Capital Group | 7.7k | $399k | 4% | Dec 2025 |
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| TCI Wealth Advisors | 7.5k | $385k | 100% | Dec 2025 |
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| Eagle Rock Investment Company | 6.3k | $325k | 100% | Dec 2025 |
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| Studio Investment Management | 6.3k | $325k | 17% | Dec 2025 |
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| Marino, Stram & Associates | 6.1k | $312k | 42% | Dec 2025 |
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| Steward Partners Investment Advisory | 5.8k | $300k | 78% | Dec 2025 |
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| Mma Asset Management | 5.8k | $300k | -28% | Dec 2025 |
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| Centerpoint Advisory Group | 5.8k | $299k | 4% | Dec 2025 |
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| Zhang Financial | 5.8k | $296k | 100% | Dec 2025 |
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| Atlantic Trust | 4.8k | $246k | -5% | Dec 2025 |
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| IFG Advisory | 4.6k | $236k | 100% | Dec 2025 |
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| Belpointe Asset Management | 4.2k | $216k | 2% | Dec 2025 |
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| Centurion Wealth Management | 4.0k | $207k | 2% | Dec 2025 |
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| Empirical Asset Management | 3.9k | $203k | 100% | Dec 2025 |
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| Private Trust Co Na | 3.5k | $180k | 1% | Dec 2025 |
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| Harbour Investments | 3.2k | $167k | 28% | Dec 2025 |
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| GPS Wealth Strategies Group | 2.7k | $140k | -64% | Dec 2025 |
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| MAI Wealth Advisors | 2.7k | $139k | 348% | Dec 2025 |
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| Barnes Dennig Private Wealth Management | 2.6k | $131k | 1% | Dec 2025 |
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| Rockefeller Capital Management | 2.1k | $110k | 100% | Dec 2025 |
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| IFP Advisors | 2.0k | $101k | 9700% | Dec 2025 |
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| Jpmorgan Chase & Co | 1.8k | $90k | 100% | Sep 2025 |
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| International Assets Investment Management | 1.5k | $78k | 100% | Dec 2025 |
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| A. Montag and Associates | 1.1k | $59k | 0% | Dec 2025 |
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| Ancora Advisors | 800.00 | $41k | 0% | Dec 2025 |
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| UBS Group | 638.00 | $33k | -39% | Dec 2025 |
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| Tompkins Financial Corp | 510.00 | $26k | 0% | Dec 2025 |
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| Flagship Harbor Advisors | 473.00 | $24k | 100% | Dec 2025 |
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| Farther Finance Advisors | 392.00 | $20k | 100% | Dec 2025 |
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| Hanson McClain Advisors | 377.00 | $19k | 100% | Dec 2025 |
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| Turim 21 Investimentos | 359.00 | $19k | -8% | Dec 2025 |
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| Abich Financial Wealth Management | 304.00 | $16k | 100% | Sep 2025 |
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| Triumph Capital Management | 200.00 | $10k | 100% | Dec 2025 |
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| Smartleaf Asset Management | 184.00 | $9.5k | 100% | Dec 2025 |
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| Global Retirement Partners | 183.00 | $9.4k | 1% | Dec 2025 |
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| Princeton Global Asset Management | 175.00 | $9.0k | 0% | Dec 2025 |
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| DT Investment Partners | 110.00 | $5.7k | 100% | Dec 2025 |
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| Sunbelt Securities | 34.00 | $1.8k | 0% | Dec 2025 |
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| Investment Research & Advisory Group | 1.00 | $53.000000 | 0% | Dec 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 |
|---|---|---|---|
| Jane Street | Sep 2025 | 386k | $20M |
| Mount Yale Investment Advisors | Sep 2025 | 297k | $15M |
| Flow Traders US | Sep 2025 | 72k | $3.7M |
| Gateway Wealth Partners | Sep 2025 | 68k | $3.5M |
| Blueprint Investment Partners | Sep 2025 | 15k | $788k |
| Blueprint Financial Advisors | Sep 2025 | 15k | $788k |
| Strategic Financial Concepts | Sep 2025 | 11k | $555k |
| Kestra Private Wealth Services | Sep 2025 | 6.3k | $325k |
| Renaissance Technologies | Sep 2025 | 5.6k | $288k |
| Brookstone Capital Management | Sep 2025 | 4.9k | $253k |
| Visionary Wealth Advisors | Sep 2025 | 4.1k | $212k |
| TruNorth Capital Management | Sep 2025 | 698.00 | $36k |
| Eastern Bank | Sep 2025 | 650.00 | $33k |
| Hm Payson & Co | Sep 2025 | 162.00 | $8.3k |