Who owns EATON VANCE TOTAL RETURN BOND ETF?
- Ticker: EVTR
- CUSIP Number: 61774r841
Tip: Access positions for across all investors
Analyze quarterly positions in Eaton Vance Total Return Bond Etf with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 | 33M | $1.7B | 16% | Mar 2026 |
|
| Ameriprise Financial | 6.2M | $315M | 5% | Jun 2026 |
|
| Wells Fargo & Company | 4.3M | $216M | 3% | Jun 2026 |
|
| Bank of America Corporation | 3.8M | $192M | 6% | Jun 2026 |
|
| LPL Financial | 3.8M | $191M | 9% | Jun 2026 |
|
| FMR | 3.0M | $154M | -24% | Jun 2026 |
|
| Raymond James Financial | 2.5M | $128M | 12% | Jun 2026 |
|
| Prodigy Asset Management | 2.3M | $115M | -1% | Jun 2026 |
|
| Advisor Group Holdings | 2.2M | $112M | 7% | Jun 2026 |
|
| Envestnet Asset Management | 2.1M | $108M | 34% | Jun 2026 |
|
| Pnc Financial Services | 1.6M | $81M | 23% | Jun 2026 |
|
| Provenance Wealth Advisors | 1.4M | $71M | 0% | Jun 2026 |
|
| ALPS Advisors | 1.4M | $70M | 36% | Jun 2026 |
|
| Janney Montgomery Scott | 1.3M | $65M | 5% | Jun 2026 |
|
| HighTower Advisors | 1.2M | $59M | 83% | Jun 2026 |
|
| Northwestern Mutual Wealth Management Company | 639k | $32M | -5% | Jun 2026 |
|
| Cetera Investment Advisers | 597k | $30M | 37% | Jun 2026 |
|
| Valley Financial Group | 538k | $27M | 4% | Jun 2026 |
|
| Retirement Management Systems | 535k | $27M | 14% | Jun 2026 |
|
| Quadcap Wealth Management | 477k | $24M | 3% | Jun 2026 |
|
| Spire Wealth Management | 473k | $24M | 0% | Jun 2026 |
|
| Royal Bank of Canada | 383k | $20M | 224% | Jun 2026 |
|
| Coign Capital Advisors | 355k | $18M | 3% | Jun 2026 |
|
| D.A. Davidson & Co. | 336k | $17M | 15% | Jun 2026 |
|
| Clear Trail Advisors | 319k | $16M | 10% | Jun 2026 |
|
| Mount Yale Investment Advisors | 306k | $16M | 2% | Jun 2026 |
|
| Commonwealth Equity Services | 290k | $15M | 12% | Jun 2026 |
|
| Stonehearth Capital Management | 282k | $14M | 100% | Jun 2026 |
|
| Bouvel Investment Partners | 281k | $14M | 8% | Jun 2026 |
|
| Madrid Wealth Management | 278k | $14M | 11% | Jun 2026 |
|
| Sanctuary Advisors | 267k | $14M | 6% | Jun 2026 |
|
| My Purposeful Wealth Corp. | 266k | $14M | 13% | Jun 2026 |
|
| Harbour Investments | 245k | $12M | 3% | Jun 2026 |
|
| Live Oak Investment Partners | 243k | $12M | 3% | Jun 2026 |
|
| Rockefeller Capital Management | 242k | $12M | 100% | Jun 2026 |
|
| Snowden Capital Advisors | 242k | $12M | 7% | Jun 2026 |
|
| RWM Asset Management | 232k | $12M | -20% | Jun 2026 |
|
| Goldman Sachs Group | 223k | $11M | 62% | Jun 2026 |
|
| Private Advisor | 208k | $11M | 56% | Jun 2026 |
|
| Eldridge Investment Advisors | 206k | $11M | 50% | Jun 2026 |
|
| Jane Street | 202k | $10M | 100% | Jun 2026 |
|
| Systelligence | 192k | $9.7M | -6% | Jun 2026 |
|
| Oppenheimer & Co | 187k | $9.5M | 1320% | Jun 2026 |
|
| Asset Allocation Strategies | 180k | $9.1M | 19% | Jun 2026 |
|
| KC Investment Advisors | 172k | $8.7M | 14% | Jun 2026 |
|
| Balanced Rock Investment Advisors | 169k | $8.6M | 10% | Jun 2026 |
|
| Mml Investors Services | 163k | $8.3M | 27% | Jun 2026 |
|
| Focus Financial Network | 161k | $8.2M | 148% | Jun 2026 |
|
| Kingsview Wealth Management | 144k | $7.3M | 3% | Mar 2026 |
|
| Creative Financial Designs | 136k | $6.9M | 747% | Jun 2026 |
|
| Oak Family Advisors | 131k | $6.6M | 0% | Jun 2026 |
|
| Principal Securities | 128k | $6.5M | 8% | Jun 2026 |
|
| Geneos Wealth Management | 128k | $6.5M | 1% | Jun 2026 |
|
| Victory Financial Group | 127k | $6.5M | -61% | Jun 2026 |
|
| Wall Street Financial Group | 127k | $6.4M | -9% | Jun 2026 |
|
| Drive Wealth Management | 125k | $6.4M | 12% | Jun 2026 |
|
| WNY Asset Management | 125k | $6.3M | 29% | Jun 2026 |
|
| Stage Harbor Financial | 125k | $6.3M | 24% | Jun 2026 |
|
| Ameritas Advisory Services | 123k | $6.2M | 89% | Jun 2026 |
|
| Summit Financial | 118k | $6.0M | 10% | Jun 2026 |
|
| Centaurus Financial | 118k | $6.0M | 14% | Jun 2026 |
|
| United Capital Financial Advisers | 116k | $5.9M | 1% | Jun 2026 |
|
| Blueprint Investment Partners | 109k | $5.5M | -6% | Jun 2026 |
|
| Blueprint Financial Advisors | 109k | $5.5M | -6% | Jun 2026 |
|
| CI Private Wealth | 98k | $5.0M | 51% | Jun 2026 |
|
| Acorn Wealth Advisors | 98k | $5.0M | 18% | Jun 2026 |
|
| Layline Advisors | 93k | $4.7M | 37% | Jun 2026 |
|
| PCM Encore | 90k | $4.6M | 39% | Jun 2026 |
|
| Diversify Wealth Management | 89k | $4.5M | 100% | Jun 2026 |
|
| Diversify Advisory Services | 89k | $4.5M | 100% | Jun 2026 |
|
| Citadel Advisors | 89k | $4.5M | 47% | Jun 2026 |
|
| Mariner Wealth Advisors | 89k | $4.5M | -6% | Jun 2026 |
|
| Flynn Zito Capital Management | 83k | $4.2M | 0% | Jun 2026 |
|
| Branch Banking & Trust Company | 82k | $4.2M | 5% | Jun 2026 |
|
| Heritage Wealth Management | 82k | $4.1M | 10% | Jun 2026 |
|
| IFP Advisors | 80k | $4.0M | 32% | Jun 2026 |
|
| Equitable Holdings | 77k | $3.9M | 33% | Jun 2026 |
|
| Advisory Resource Group | 76k | $3.8M | -1% | Jun 2026 |
|
| Beacon Bridge Wealth Partners | 74k | $3.7M | -2% | Jun 2026 |
|
| SRS Capital Advisors | 73k | $3.7M | 100% | Jun 2026 |
|
| Savvy Advisors | 72k | $3.6M | 100% | Jun 2026 |
|
| Old Mission Capital | 72k | $3.6M | 100% | Jun 2026 |
|
| U.S. Capital Wealth Advisors | 69k | $3.5M | 3% | Mar 2026 |
|
| Goss Wealth Management | 67k | $3.4M | -8% | Jun 2026 |
|
| Fifth Third Securities | 67k | $3.4M | 6% | Jun 2026 |
|
| CAP Partners | 66k | $3.3M | 100% | Jun 2026 |
|
| Bank of New York Mellon | 64k | $3.2M | 2% | Jun 2026 |
|
| Peak Planning Group | 62k | $3.2M | 0% | Jun 2026 |
|
| Stifel Financial | 61k | $3.1M | 13% | Jun 2026 |
|
| Merit Financial Group | 59k | $3.0M | 31% | Jun 2026 |
|
| Founders Financial Securities | 58k | $3.0M | 2% | Jun 2026 |
|
| Fifth Third Bancorp | 57k | $2.9M | 7% | Jun 2026 |
|
| Atria Investments | 57k | $2.9M | 61% | Jun 2026 |
|
| Gladstone Institutional Advisory | 57k | $2.9M | 12% | Jun 2026 |
|
| Wealthcare Advisory Partners | 54k | $2.7M | 7% | Jun 2026 |
|
| Baker Tilly Financial | 53k | $2.7M | 51% | Jun 2026 |
|
| Cornerstone Wealth Management | 51k | $2.6M | 0% | Jun 2026 |
|
| Jones Financial Companies, L.L | 48k | $2.4M | 227% | Jun 2026 |
|
| MEMBERS Trust | 45k | $2.3M | 26% | Jun 2026 |
|
| Evergreen Wealth Partners | 45k | $2.3M | 43% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 45k | $2.3M | 49% | Jun 2026 |
|
| Trustmark National Bank - Trust Department | 43k | $2.2M | 0% | Jun 2026 |
|
| Holistic Planning | 41k | $2.1M | 6% | Jun 2026 |
|
| Envestnet Portfolio Solutions | 37k | $1.9M | 8% | Jun 2026 |
|
| Trademark Financial Management | 33k | $1.7M | -51% | Jun 2026 |
|
| SeaCrest Wealth Management | 33k | $1.7M | 19% | Jun 2026 |
|
| Kestra Advisory Services | 31k | $1.6M | 63% | Jun 2026 |
|
| Wiley Bros.-aintree Capital | 30k | $1.5M | -26% | Jun 2026 |
|
| Investment Partners Asset Management | 30k | $1.5M | 4% | Jun 2026 |
|
| Gross & Hartman Investments | 26k | $1.3M | 6% | Jun 2026 |
|
| MidAtlantic Capital Management | 26k | $1.3M | 0% | Jun 2026 |
|
| Helium Advisors | 25k | $1.3M | 133% | Jun 2026 |
|
| Asset One Wealth Management | 24k | $1.2M | -6% | Jun 2026 |
|
| Wealth Enhancement Advisory Services | 24k | $1.2M | 100% | Jun 2026 |
|
| Steward Partners Investment Advisory | 22k | $1.1M | 8% | Jun 2026 |
|
| Independent Financial Group | 22k | $1.1M | -23% | Jun 2026 |
|
| Integrated Wealth Concepts | 22k | $1.1M | 103% | Jun 2026 |
|
| KPP Advisory Services | 20k | $996k | 14% | Jun 2026 |
|
| KWB Wealth | 20k | $995k | 100% | Jun 2026 |
|
| Opal Wealth Advisors | 19k | $980k | 0% | Jun 2026 |
|
| Western Wealth Management | 19k | $955k | -92% | Jun 2026 |
|
| Stratos Wealth Partners | 19k | $949k | 4% | Jun 2026 |
|
| Prospera Financial Services | 17k | $879k | 100% | Jun 2026 |
|
| RFG Advisory | 17k | $859k | 19% | Jun 2026 |
|
| Horizon Wealth Management | 17k | $839k | -93% | Jun 2026 |
|
| Renaissance Technologies | 17k | $837k | -44% | Jun 2026 |
|
| Miller Financial Services | 16k | $816k | 7% | Jun 2026 |
|
| Tulsa Wealth Advisors | 16k | $804k | -17% | Jun 2026 |
|
| Mosaic Financial Group | 16k | $803k | 1% | Jun 2026 |
|
| Leo Wealth | 15k | $776k | 4% | Mar 2026 |
|
| Meadowbrook Advisors Group | 15k | $751k | 100% | Jun 2026 |
|
| HPM Partners | 15k | $737k | 0% | Jun 2026 |
|
| WCG Wealth Advisors | 14k | $700k | 19% | Jun 2026 |
|
| Flagship Harbor Advisors | 14k | $697k | 112% | Jun 2026 |
|
| Vestmark Advisory Solutions | 13k | $635k | 100% | Jun 2026 |
|
| OneAscent Financial Services | 12k | $625k | 2% | Jun 2026 |
|
| Catalyst Financial Partners | 12k | $609k | 20% | Jun 2026 |
|
| IFG Advisory | 12k | $595k | 100% | Jun 2026 |
|
| Studio Investment Management | 11k | $582k | 40% | Jun 2026 |
|
| Strategic Financial Concepts | 11k | $575k | -14% | Jun 2026 |
|
| Summit Wealth Group Llc / Co | 11k | $567k | 100% | Jun 2026 |
|
| Dynamic Advisors Solutions | 11k | $531k | -4% | Jun 2026 |
|
| Penney Financial | 9.0k | $455k | -94% | Jun 2026 |
|
| Breakwater Capital Group | 8.9k | $449k | 4% | Jun 2026 |
|
| Beacon Financial Advisory | 8.6k | $437k | -19% | Jun 2026 |
|
| Prosperity Bancshares | 8.6k | $436k | -12% | Jun 2026 |
|
| Strategic Planning Group | 8.3k | $420k | -16% | Jun 2026 |
|
| Cozad Asset Management | 7.8k | $396k | 100% | Jun 2026 |
|
| Split Rock Private Trading & Wealth Management | 7.6k | $385k | -50% | Jun 2026 |
|
| Warren Averett Asset Management | 7.4k | $373k | 100% | Jun 2026 |
|
| Mark Sheptoff Financial Planning | 1.1k | $53k | -93% | Jun 2026 |
|
Who sold out of Eaton Vance Total Return Bond Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Per Stirling Capital Management | Mar 2026 | 168k | $8.5M |
| Diversified Portfolios | Mar 2026 | 14k | $700k |
| Hrt Financial | Mar 2026 | 13k | $677k |
| MONECO Advisors | Mar 2026 | 8.9k | $452k |
| Independent Advisor Alliance | Mar 2026 | 8.1k | $412k |