Who owns EVTR?
Eaton Vance Total Return Bond ETF · Eaton Vance
186 institutions reported holding EVTR, worth $4.7B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of EVTR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $2.0B | 39,231,687 | +6,386,642 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $315.4M | 6,218,788 | +316,022 shares |
| Wells Fargo & Company | San Francisco, CA | $215.5M | 4,250,011 | +112,604 shares |
| Bank of America Corp. | Charlotte, NC | $192.4M | 3,794,623 | +228,214 shares |
| LPL Financial LLC | Fort Mill, SC | $191.4M | 3,775,096 | +322,349 shares |
| FMR LLC | Boston, MA | $153.6M | 3,029,286 | −979,124 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $127.6M | 2,516,229 | +275,146 shares |
| Prodigy Asset Management LLC | Omaha, NE | $115.4M | 2,276,545 | −14,021 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $112.4M | 2,217,002 | +153,099 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $107.6M | 2,121,112 | +540,192 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns EVTR?
186 institutional managers reported holding EVTR in Form 13F filings for June 30, 2026, worth $4.7B in total. The largest reported position was held by Morgan Stanley, at $2.0B.
Did institutions buy or sell EVTR last quarter?
Reported 13F value rose 13.4% from March 31, 2026, which includes price moves as well as buying and selling. 33 firms reported a new position and 18 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is EVTR ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.