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 | 33M | $1.7B | 16% | Mar 2026 |
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| Ameriprise Financial | 5.9M | $300M | 18% | Mar 2026 |
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| Wells Fargo & Company | 4.1M | $210M | -3% | Mar 2026 |
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| FMR | 4.0M | $205M | 16% | Dec 2025 |
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| Bank of America Corporation | 3.6M | $181M | 100% | Mar 2026 |
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| LPL Financial | 3.5M | $175M | 32% | Mar 2026 |
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| Prodigy Asset Management | 2.3M | $116M | 4% | Mar 2026 |
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| Advisor Group Holdings | 2.0M | $101M | 14% | Dec 2025 |
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| Envestnet Asset Management | 1.6M | $80M | 39% | Mar 2026 |
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| Raymond James Financial | 1.5M | $77M | 21% | Dec 2025 |
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| Provenance Wealth Advisors | 1.4M | $71M | 100% | Mar 2026 |
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| Pnc Financial Services | 1.3M | $66M | 36% | Mar 2026 |
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| Janney Montgomery Scott | 1.2M | $62M | 5% | Mar 2026 |
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| ALPS Advisors | 1.0M | $52M | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 676k | $34M | 44% | Mar 2026 |
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| HighTower Advisors | 632k | $32M | 28% | Mar 2026 |
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| Valley Financial Group | 519k | $26M | 5% | Mar 2026 |
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| Spire Wealth Management | 473k | $24M | 28% | Mar 2026 |
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| Retirement Management Systems | 470k | $24M | 100% | Mar 2026 |
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| Quadcap Wealth Management | 465k | $24M | 13% | Mar 2026 |
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| Cetera Investment Advisers | 436k | $22M | 49% | Mar 2026 |
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| Coign Capital Advisors | 336k | $17M | 12% | Dec 2025 |
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| Victory Financial Group | 328k | $17M | -10% | Mar 2026 |
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| Mount Yale Investment Advisors | 301k | $15M | 100% | Mar 2026 |
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| D.A. Davidson & Co. | 292k | $15M | 12% | Mar 2026 |
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| RWM Asset Management | 290k | $15M | 0% | Mar 2026 |
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| Clear Trail Advisors | 289k | $15M | 100% | Mar 2026 |
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| Bouvel Investment Partners | 261k | $13M | -2% | Mar 2026 |
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| Commonwealth Equity Services | 259k | $13M | 70% | Mar 2026 |
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| Sanctuary Advisors | 253k | $13M | 25% | Mar 2026 |
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| Madrid Wealth Management | 249k | $13M | 18% | Mar 2026 |
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| Western Wealth Management | 244k | $12M | 9% | Mar 2026 |
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| Horizon Wealth Management | 241k | $12M | -60% | Mar 2026 |
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| Harbour Investments | 237k | $12M | 7204% | Mar 2026 |
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| My Purposeful Wealth Corp. | 236k | $12M | -21% | Mar 2026 |
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| Live Oak Investment Partners | 235k | $12M | 40% | Mar 2026 |
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| Snowden Capital Advisors | 225k | $12M | 34% | Dec 2025 |
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| Systelligence | 205k | $10M | -34% | Mar 2026 |
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| Per Stirling Capital Management | 168k | $8.5M | 2% | Mar 2026 |
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| Balanced Rock Investment Advisors | 154k | $7.8M | 5% | Mar 2026 |
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| KC Investment Advisors | 152k | $7.7M | 35% | Mar 2026 |
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| Asset Allocation Strategies | 151k | $7.7M | 40% | Mar 2026 |
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| Kingsview Wealth Management | 144k | $7.3M | 3% | Mar 2026 |
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| Penney Financial | 139k | $7.1M | 3% | Mar 2026 |
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| Wall Street Financial Group | 139k | $7.1M | 18% | Mar 2026 |
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| Goldman Sachs Group | 137k | $7.0M | -33% | Mar 2026 |
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| Eldridge Investment Advisors | 137k | $7.0M | 0% | Mar 2026 |
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| Private Advisor | 134k | $6.8M | 3% | Mar 2026 |
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| We Are One Seven | 132k | $6.8M | 100% | Dec 2025 |
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| Oak Family Advisors | 131k | $6.6M | 85% | Mar 2026 |
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| Mml Investors Services | 129k | $6.5M | 44% | Mar 2026 |
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| Geneos Wealth Management | 126k | $6.4M | 100% | Mar 2026 |
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| Principal Securities | 119k | $6.0M | 5% | Mar 2026 |
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| Royal Bank of Canada | 118k | $6.0M | 108% | Mar 2026 |
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| United Capital Financial Advisers | 115k | $5.8M | 1% | Mar 2026 |
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| Blueprint Financial Advisors | 115k | $5.8M | 100% | Mar 2026 |
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| Drive Wealth Management | 111k | $5.7M | 31% | Mar 2026 |
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| Summit Financial | 108k | $5.5M | 111% | Mar 2026 |
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| Centaurus Financial | 104k | $5.3M | 2% | Mar 2026 |
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| Stage Harbor Financial | 100k | $5.1M | 43% | Mar 2026 |
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| WNY Asset Management | 97k | $4.9M | 100% | Mar 2026 |
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| Mariner Wealth Advisors | 94k | $4.8M | 100% | Mar 2026 |
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| Acorn Wealth Advisors | 83k | $4.2M | 21% | Mar 2026 |
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| Flynn Zito Capital Management | 82k | $4.2M | 19% | Mar 2026 |
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| Branch Banking & Trust Company | 78k | $4.0M | 5% | Mar 2026 |
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| Beacon Bridge Wealth Partners | 76k | $3.8M | 2% | Mar 2026 |
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| Advisory Resource Group | 75k | $3.9M | 5% | Dec 2025 |
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| Heritage Wealth Management | 74k | $3.8M | 18% | Mar 2026 |
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| Goss Wealth Management | 73k | $3.7M | 69% | Mar 2026 |
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| U.S. Capital Wealth Advisors | 69k | $3.5M | 3% | Mar 2026 |
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| Trademark Financial Management | 67k | $3.4M | -29% | Mar 2026 |
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| Ameritas Advisory Services | 65k | $3.3M | 14% | Mar 2026 |
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| Focus Financial Network | 65k | $3.3M | 344% | Mar 2026 |
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| CI Private Wealth | 65k | $3.3M | 1% | Mar 2026 |
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| PCM Encore | 65k | $3.3M | 100% | Mar 2026 |
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| Fifth Third Securities | 64k | $3.2M | 4% | Mar 2026 |
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| Bank of New York Mellon | 62k | $3.2M | 25% | Mar 2026 |
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| Peak Planning Group | 62k | $3.2M | 100% | Mar 2026 |
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| Citadel Advisors | 61k | $3.1M | 632% | Mar 2026 |
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| IFP Advisors | 61k | $3.1M | 2987% | Mar 2026 |
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| Equitable Holdings | 57k | $3.0M | 16% | Mar 2026 |
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| Founders Financial Securities | 57k | $2.9M | 9% | Mar 2026 |
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| ORG Partners | 57k | $2.9M | 8% | Dec 2025 |
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| Stifel Financial | 54k | $2.7M | 13% | Mar 2026 |
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| Fifth Third Bancorp | 53k | $2.7M | 100% | Mar 2026 |
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| Gladstone Institutional Advisory | 51k | $2.6M | 8% | Mar 2026 |
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| Cornerstone Wealth Management | 51k | $2.6M | 11% | Mar 2026 |
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| Wealthcare Advisory Partners | 50k | $2.5M | 38% | Mar 2026 |
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| Merit Financial Group | 45k | $2.3M | 12% | Mar 2026 |
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| Brian McDonald | 44k | $2.3M | 42% | Dec 2025 |
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| Trustmark National Bank - Trust Department | 43k | $2.2M | 5% | Mar 2026 |
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| Holistic Planning | 39k | $2.0M | 94% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 37k | $1.9M | -3% | Dec 2025 |
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| MEMBERS Trust | 36k | $1.8M | 294% | Mar 2026 |
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| Atria Investments | 36k | $1.8M | 39% | Mar 2026 |
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| Baker Tilly Financial | 35k | $1.8M | 114% | Mar 2026 |
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| Envestnet Portfolio Solutions | 34k | $1.7M | 26% | Mar 2026 |
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| Evergreen Wealth Partners | 31k | $1.6M | 18% | Mar 2026 |
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| Cambridge Investment Research Advisors | 30k | $1.5M | 13% | Mar 2026 |
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| Independent Financial Group | 29k | $1.5M | 100% | Mar 2026 |
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| Investment Partners Asset Management | 28k | $1.4M | 37% | Mar 2026 |
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| SeaCrest Wealth Management | 28k | $1.4M | 3% | Mar 2026 |
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| MidAtlantic Capital Management | 26k | $1.3M | -2% | Mar 2026 |
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| Asset One Wealth Management | 26k | $1.3M | 100% | Mar 2026 |
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| Gross & Hartman Investments | 25k | $1.3M | 2% | Mar 2026 |
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| Steward Partners Investment Advisory | 21k | $1.0M | 252% | Mar 2026 |
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| Opal Wealth Advisors | 19k | $981k | 0% | Mar 2026 |
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| Kestra Advisory Services | 19k | $973k | 89% | Mar 2026 |
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| Tulsa Wealth Advisors | 19k | $965k | 100% | Mar 2026 |
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| Stratos Wealth Partners | 18k | $913k | 73% | Mar 2026 |
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| KPP Advisory Services | 17k | $876k | 1% | Mar 2026 |
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| Creative Financial Designs | 16k | $814k | -1% | Mar 2026 |
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| Mosaic Financial Group | 16k | $798k | 47% | Mar 2026 |
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| Leo Wealth | 15k | $776k | 4% | Mar 2026 |
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| Split Rock Private Trading & Wealth Management | 15k | $775k | 100% | Mar 2026 |
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| Miller Financial Services | 15k | $762k | 13% | Mar 2026 |
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| HPM Partners | 15k | $737k | 33% | Mar 2026 |
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| Mark Sheptoff Financial Planning | 15k | $736k | 5% | Mar 2026 |
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| RFG Advisory | 14k | $722k | -5% | Mar 2026 |
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| Diversified Portfolios | 14k | $700k | 100% | Mar 2026 |
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| Hrt Financial | 13k | $677k | 100% | Mar 2026 |
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| Oppenheimer & Co | 13k | $669k | -4% | Mar 2026 |
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| Strategic Financial Concepts | 13k | $668k | 100% | Mar 2026 |
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| OneAscent Financial Services | 12k | $612k | 4% | Mar 2026 |
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| WCG Wealth Advisors | 12k | $590k | 1% | Mar 2026 |
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| Dynamic Advisors Solutions | 11k | $557k | 16% | Mar 2026 |
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| Integrated Wealth Concepts | 11k | $543k | 4% | Mar 2026 |
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| Beacon Financial Advisory | 11k | $542k | -29% | Mar 2026 |
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| Helium Advisors | 11k | $538k | -11% | Mar 2026 |
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| Catalyst Financial Partners | 10k | $508k | 0% | Mar 2026 |
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| Strategic Planning Group | 9.8k | $498k | -98% | Mar 2026 |
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| Prosperity Bancshares | 9.8k | $496k | 100% | Mar 2026 |
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| Old Mission Capital | 9.0k | $463k | 100% | Dec 2025 |
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| MONECO Advisors | 8.9k | $452k | 100% | Mar 2026 |
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| Breakwater Capital Group | 8.6k | $434k | 10% | Mar 2026 |
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| Studio Investment Management | 8.2k | $416k | 29% | Mar 2026 |
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| Independent Advisor Alliance | 8.1k | $412k | 100% | Mar 2026 |
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| Marino, Stram & Associates | 6.6k | $337k | 10% | Mar 2026 |
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| Flagship Harbor Advisors | 6.5k | $329k | 1269% | Mar 2026 |
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| Centerpoint Advisory Group | 6.3k | $321k | 9% | Mar 2026 |
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| Eagle Rock Investment Company | 6.3k | $320k | 0% | Mar 2026 |
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| Silvercrest Asset Management Group | 5.8k | $299k | 100% | Dec 2025 |
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| Mma Asset Management | 5.8k | $294k | 0% | Mar 2026 |
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| Zhang Financial | 5.8k | $292k | 0% | Mar 2026 |
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| Farther Finance Advisors | 5.7k | $290k | 1358% | Mar 2026 |
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| TruWealth Advisors | 5.1k | $258k | 100% | Mar 2026 |
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| Mercer Global Advisors | 4.9k | $246k | 100% | Mar 2026 |
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| CIBC Bancorp USA | 4.8k | $242k | 100% | Mar 2026 |
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| Atlantic Trust | 4.8k | $246k | -5% | Dec 2025 |
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| Widmann Financial Services | 4.8k | $241k | 100% | Mar 2026 |
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| GPS Wealth Strategies Group | 2.7k | $140k | -64% | Dec 2025 |
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| N.E.W. Advisory Services | 1.8k | $90k | -99% | Mar 2026 |
|
Who sold out of Eaton Vance Total Return Bond Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thrivent Financial for Lutherans | Dec 2025 | 117k | $6.0M |
| Blueprint Investment Partners | Sep 2025 | 15k | $788k |
| TCI Wealth Advisors | Dec 2025 | 7.5k | $385k |
| Renaissance Technologies | Sep 2025 | 5.6k | $288k |