EVTR Institutional Ownership
Eaton Vance Total Return Bond ETF
1W: -0.7%
1M: -3.3%
3M: -5.1%
YTD: -5.7%
1Y: -5.9%
$48.17
-0.12 (-0.25%)
Weekly Expected Move ±0.8%
$47
$48
$48
$49
$49
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — EVTR
204
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
5B
Total Invested
29
New Positions
105
Increased
58
Reduced
19
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (214 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 39,231,687 | 1.9B | +6,386,642 | +19.4% | 10Q | SEC ↗ |
| 2 | AMERIPRISE FINANCIAL INC | 6,218,788 | $300M | +316,022 | +5.4% | 10Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 4,250,011 | $205M | +112,604 | +2.7% | 7Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 3,794,623 | $183M | +228,214 | +6.4% | 6Q | SEC ↗ |
| 5 | LPL Financial LLC | 3,775,096 | $182M | +322,349 | +9.3% | 10Q | SEC ↗ |
| 6 | FMR LLC | 3,029,286 | $146M | -979,124 | -24.4% | 5Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 2,516,229 | $121M | +275,146 | +12.3% | 7Q | SEC ↗ |
| 8 | Prodigy Asset Management LLC | 2,276,545 | $110M | -14,021 | -0.6% | 4Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 2,217,002 | $107M | +153,099 | +7.4% | 10Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 2,121,112 | $102M | +540,192 | +34.2% | 10Q | SEC ↗ |
| 11 | PNC Financial Services Group, Inc. | 1,591,588 | $77M | +297,884 | +23.0% | 8Q | SEC ↗ |
| 12 | Provenance Wealth Advisors, LLC | 1,408,343 | $68M | +3,479 | +0.2% | 2Q | SEC ↗ |
| 13 | ALPS ADVISORS INC | 1,381,250 | $67M | +364,010 | +35.8% | 2Q | SEC ↗ |
| 14 | Janney Montgomery Scott LLC | 1,281,789 | $62M | +61,756 | +5.1% | 9Q | SEC ↗ |
| 15 | HighTower Advisors, LLC | 1,157,397 | $56M | +525,108 | +83.0% | 8Q | SEC ↗ |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 639,218 | $31M | -37,157 | -5.5% | 10Q | SEC ↗ |
| 17 | Cetera Investment Advisers | 597,038 | $29M | +161,214 | +37.0% | 10Q | SEC ↗ |
| 18 | Valley Financial Group, Inc. | 538,266 | $26M | +19,033 | +3.7% | 8Q | SEC ↗ |
| 19 | Retirement Management Systems Inc. | 534,941 | $26M | +65,128 | +13.9% | 3Q | SEC ↗ |
| 20 | Quadcap Wealth Management, LLC | 476,939 | $23M | +11,646 | +2.5% | 7Q | SEC ↗ |
| 21 | Spire Wealth Management | 472,603 | $23M | -2 | -0.0% | 6Q | SEC ↗ |
| 22 | ROYAL BANK OF CANADA | 383,302 | $18M | +264,935 | +223.8% | 10Q | SEC ↗ |
| 23 | Coign Capital Advisors LLC | 355,309 | $17M | +11,888 | +3.5% | 6Q | SEC ↗ |
| 24 | D.A. DAVIDSON & CO. | 336,009 | $16M | +44,392 | +15.2% | 5Q | SEC ↗ |
| 25 | Clear Trail Advisors, LLC | 318,612 | $15M | +29,893 | +10.4% | 2Q | SEC ↗ |
| 26 | ELEVATION POINT WEALTH PARTNERS, LLC | 305,794 | $15M | +4,668 | +1.6% | 2Q | SEC ↗ |
| 27 | COMMONWEALTH EQUITY SERVICES, LLC | 290,265 | $14M | +31,719 | +12.3% | 10Q | SEC ↗ |
| 28 | Stonehearth Capital Management, LLC NEW | 282,092 | $14M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Bouvel Investment Partners, LLC | 280,957 | $14M | +19,885 | +7.6% | 9Q | SEC ↗ |
| 30 | Madrid Wealth Management, LLC | 277,622 | $13M | +28,464 | +11.4% | 3Q | SEC ↗ |
| 31 | Sanctuary Advisors, LLC | 267,193 | $13M | +13,993 | +5.5% | 7Q | SEC ↗ |
| 32 | STEVENS CAPITAL PARTNERS | 266,333 | $13M | +30,462 | +12.9% | 5Q | SEC ↗ |
| 33 | HARBOUR INVESTMENTS, INC. | 245,116 | $12M | +8,237 | +3.5% | 10Q | SEC ↗ |
| 34 | Live Oak Investment Partners | 242,468 | $12M | +7,782 | +3.3% | 3Q | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. NEW | 242,335 | $12M | — | +0.0% | 1Q | SEC ↗ |
| 36 | Snowden Capital Advisors LLC | 241,592 | $12M | +16,572 | +7.4% | 8Q | SEC ↗ |
| 37 | Destiny Wealth Partners, LLC | 231,605 | $11M | -58,183 | -20.1% | 5Q | SEC ↗ |
| 38 | GOLDMAN SACHS GROUP INC | 222,709 | $11M | +85,398 | +62.2% | 3Q | SEC ↗ |
| 39 | Private Advisor Group, LLC | 208,049 | $10M | +74,331 | +55.6% | 7Q | SEC ↗ |
| 40 | Eldridge Investment Advisors, Inc. | 206,082 | $10M | +68,967 | +50.3% | 8Q | SEC ↗ |
| 41 | JANE STREET GROUP, LLC NEW | 202,285 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 42 | Systelligence, LLC | 192,248 | $9M | -12,299 | -6.0% | 7Q | SEC ↗ |
| 43 | OPPENHEIMER & CO INC | 187,205 | $9M | +174,019 | +1319.7% | 9Q | SEC ↗ |
| 44 | Asset Allocation Strategies LLC | 179,678 | $9M | +28,417 | +18.8% | 5Q | SEC ↗ |
| 45 | Pinion Investment Advisors, LLC | 172,412 | $8M | +20,588 | +13.6% | 6Q | SEC ↗ |
| 46 | Balanced Rock Investment Advisors LLC | 169,176 | $8M | +15,101 | +9.8% | 5Q | SEC ↗ |
| 47 | Kingsview Wealth Management, LLC | 166,963 | $8M | +23,461 | +16.3% | 10Q | SEC ↗ |
| 48 | MML INVESTORS SERVICES, LLC | 163,002 | $8M | +34,225 | +26.6% | 10Q | SEC ↗ |
| 49 | Focus Financial Network, Inc. | 160,768 | $8M | +95,890 | +147.8% | 3Q | SEC ↗ |
| 50 | CREATIVE FINANCIAL DESIGNS INC /ADV | 135,946 | $7M | +119,898 | +747.1% | 6Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Stonehearth Capital Management, LLC | 282,092 | $14M |
| Rockefeller Capital Management L.P. | 242,335 | $12M |
| JANE STREET GROUP, LLC | 202,285 | $10M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 89,124 | $4M |
| Diversify Advisory Services, LLC | 89,124 | $4M |
| Arax Advisory Partners | 73,135 | $4M |
| Savvy Advisors, Inc. | 71,850 | $3M |
| OLD MISSION CAPITAL LLC | 71,492 | $3M |
| CAP Partners, LLC | 65,928 | $3M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 23,659 | $1M |
| KWB Wealth | 19,616 | $945K |
| Prospera Financial Services Inc | 17,334 | $835K |
| Meadowbrook Advisors Group, LLC | 14,809 | $713K |
| Vestmark Advisory Solutions, Inc. | 12,512 | $603K |
| IFG Advisory, LLC | 11,728 | $565K |
| SUMMIT WEALTH GROUP LLC / CO | 11,177 | $538K |
| LVW Advisors, LLC | 10,593 | $510K |
| Waverly Advisors, LLC | 7,359 | $354K |
| Tiller Private Wealth, Inc. | 6,401 | $308K |
| NICOLET BANKSHARES INC | 6,280 | $303K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Baer Investment Advisory LLC | 328,033 | $16M |
| Per Stirling Capital Management, LL | 168,121 | $8M |
| Thrivent Financial for Lutherans | 116,921 | $6M |
| Diversified Portfolios, Inc. | 13,800 | $665K |
| HRT FINANCIAL LP | 13,350 | $643K |
| MONECO ADVISORS, LLC | 8,905 | $429K |
| Independent Advisor Alliance | 8,110 | $391K |
| TCI Wealth Advisors, Inc. | 7,484 | $361K |
| SILVERCREST ASSET MANAGEMENT GROUP | 5,797 | $279K |
| MGO ONE SEVEN LLC | 5,122 | $247K |
| Widmann Financial Services, Inc. | 4,750 | $229K |
| BROWN ADVISORY INC | 4,395 | $212K |
| Belpointe Asset Management LLC | 4,184 | $202K |
| MAI Capital Management | 4,093 | $197K |
| Centurion Wealth Management LLC | 4,044 | $195K |
| Clarity Asset Management, Inc. | 2,980 | $144K |
| Legacy Wealth Managment, LLC/ID | 923 | $44K |
| Advisory Services Network, LLC | 387 | $19K |
| Turim 21 Investimentos Ltda. | 359 | $17K |
| YANKCOM Partnership | 304 | $15K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +6,386,642 | +19.4% | 39,231,687 |
| ENVESTNET ASSET MANAGEMENT INC | +540,192 | +34.2% | 2,121,112 |
| HighTower Advisors, LLC | +525,108 | +83.0% | 1,157,397 |
| ALPS ADVISORS INC | +364,010 | +35.8% | 1,381,250 |
| LPL Financial LLC | +322,349 | +9.3% | 3,775,096 |
| AMERIPRISE FINANCIAL INC | +316,022 | +5.4% | 6,218,788 |
| PNC Financial Services Group, Inc. | +297,884 | +23.0% | 1,591,588 |
| RAYMOND JAMES FINANCIAL INC | +275,146 | +12.3% | 2,516,229 |
| ROYAL BANK OF CANADA | +264,935 | +223.8% | 383,302 |
| BANK OF AMERICA CORP /DE | +228,214 | +6.4% | 3,794,623 |
| OPPENHEIMER & CO INC | +174,019 | +1319.7% | 187,205 |
| Cetera Investment Advisers | +161,214 | +37.0% | 597,038 |
| OSAIC HOLDINGS, INC. | +153,099 | +7.4% | 2,217,002 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | +119,898 | +747.1% | 135,946 |
| WELLS FARGO & COMPANY/MN | +112,604 | +2.7% | 4,250,011 |
| Focus Financial Network, Inc. | +95,890 | +147.8% | 160,768 |
| GOLDMAN SACHS GROUP INC | +85,398 | +62.2% | 222,709 |
| Private Advisor Group, LLC | +74,331 | +55.6% | 208,049 |
| Eldridge Investment Advisors, Inc. | +68,967 | +50.3% | 206,082 |
| Retirement Management Systems Inc. | +65,128 | +13.9% | 534,941 |