Who owns Eaton Vance Total Return Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of EVTR from SEC Form 13F filings across 187 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 187 institutions disclosed 91.7M shares of Eaton Vance Total Return Bond ETF worth $4.65B — about 148.1% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
187
13F holders
$4.65B
value, 2026 filers
148.1%
of shares outstanding (91.7M sh)
35
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of EVTR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 39.2M | $1.99B | 0.1% | 63.4% | +19.4% |
| 2 | AMERIPRISE FINANCIAL INC | 6.2M | $315.4M | 0.1% | 10% | +5.4% |
| 3 | WELLS FARGO & COMPANY/MN | 4.3M | $215.5M | 0.0% | 6.9% | +2.7% |
| 4 | BANK OF AMERICA CORP /DE/ | 3.8M | $192.4M | 0.0% | 6.1% | +6.4% |
| 5 | LPL Financial LLC | 3.8M | $191.4M | 0.0% | 6.1% | +9.3% |
| 6 | FMR LLC | 3.0M | $153.6M | 0.0% | 4.9% | -24.4% |
| 7 | RAYMOND JAMES FINANCIAL INC | 2.5M | $127.6M | 0.0% | 4.1% | +12.3% |
| 8 | Prodigy Asset Management LLC | 2.3M | $115.4M | 34.8% | 3.7% | -0.6% |
| 9 | OSAIC HOLDINGS, INC. | 2.2M | $112.4M | 0.1% | 3.6% | +7.4% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 2.1M | $107.6M | 0.0% | 3.4% | +34.2% |
| 11 | PNC Financial Services Group, Inc. | 1.6M | $80.7M | 0.0% | 2.6% | +23.0% |
| 12 | Provenance Wealth Advisors, LLC | 1.4M | $71.4M | 6.8% | 2.3% | +0.2% |
| 13 | ALPS ADVISORS INC | 1.4M | $70.0M | 0.3% | 2.2% | +35.8% |
| 14 | Janney Montgomery Scott LLC | 1.3M | $65.0M | 0.1% | 2.1% | +5.1% |
| 15 | HighTower Advisors, LLC | 1.2M | $58.7M | 0.1% | 1.9% | +83.0% |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 639,218 | $32.4M | 0.0% | 1% | -5.5% |
| 17 | Cetera Investment Advisers | 597,038 | $30.3M | 0.0% | 1% | +37.0% |
| 18 | Valley Financial Group, Inc. | 538,266 | $27.3M | 13.5% | 0.9% | +3.7% |
| 19 | Retirement Management Systems Inc. | 534,941 | $27.1M | 5.6% | 0.9% | +13.9% |
| 20 | Quadcap Wealth Management, LLC | 476,939 | $24.2M | 2.4% | 0.8% | +2.5% |
| 21 | Spire Wealth Management | 472,603 | $24.0M | 0.7% | 0.8% | 0.0% |
| 22 | ROYAL BANK OF CANADA | 383,302 | $19.4M | 0.0% | 0.6% | +223.8% |
| 23 | Coign Capital Advisors LLC | 355,309 | $18.0M | 8.1% | 0.6% | +3.5% |
| 24 | D.A. DAVIDSON & CO. | 336,009 | $17.0M | 0.1% | 0.5% | +15.2% |
| 25 | Clear Trail Advisors, LLC | 318,612 | $16.2M | 2.5% | 0.5% | +10.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.