EVTR
Eaton Vance Total Return Bond ETF$51.05-0.17 (-0.34%)Financial ServicesNYSE
Institutional Holders
50
as of Q4 2025
Total Shares Held
InfinityB
Total Value
$1.420000257000177e+235T
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 27,592,222 | $1.4B | 0.08% | Share |
| 2 | AMERIPRISE FINANCIAL INC | 4,997,247 | $257.0M | 0.06% | Share |
| 3 | FMR LLC | 3,440,447 | $177.0M | 0.01% | Share |
| 4 | WELLS FARGO & COMPANY/MN | 2,942,108 | $151.0M | 0.03% | Share |
| 5 | LPL Financial LLC | 2,622,043 | $135.0M | 0.04% | Share |
| 6 | Prodigy Asset Management LLC | 2,207,463 | $113.7M | 39.91% | Share |
| 7 | OSAIC HOLDINGS, INC. | 1,967,465 | $101.0M | 0.15% | Share |
| 8 | BANK OF AMERICA CORP /DE/ | 1,798,673 | $92.0M | 0.01% | Share |
| 9 | WELLS FARGO & COMPANY/MN | 1,337,630 | $68.0M | 0.01% | Share |
| 10 | Janney Montgomery Scott LLC | 1,160,714 | $59.0M | 0.14% | Share |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 1,140,838 | $58.0M | 0.02% | Share |
| 12 | RAYMOND JAMES FINANCIAL INC | 1,132,883 | $58.0M | 0.02% | Share |
| 13 | PNC FINANCIAL SERVICES GROUP, INC. | 951,805 | $49.0M | 0.03% | Share |
| 14 | MORGAN STANLEY | 626,141 | $32.0M | 0.00% | Share |
| 15 | Horizon Wealth Management, LLC | 599,600 | $30.9M | 4.79% | Share |
| 16 | FMR LLC | 541,567 | $27.0M | 0.00% | Share |
| 17 | Valley Financial Group, Inc. | 496,783 | $25.6M | 14.37% | Share |
| 18 | HighTower Advisors, LLC | 494,957 | $25.0M | 0.03% | Share |
| 19 | BANK OF AMERICA CORP /DE/ | 430,964 | $22.0M | 0.00% | Share |
| 20 | STRATEGIC PLANNING GROUP, LLC | 422,805 | $21.8M | 2.80% | Share |
| 21 | Quadcap Wealth Management, LLC | 413,296 | $21.3M | 2.43% | Share |
| 22 | Retirement Management Systems Inc. | 389,000 | $20.0M | 5.13% | Share |
| 23 | Spire Wealth Management | 365,529 | $18.8M | 0.63% | Share |
| 24 | VICTORY FINANCIAL GROUP, LLC | 365,463 | $18.8M | 2.37% | Share |
| 25 | RAYMOND JAMES FINANCIAL INC | 362,308 | $18.0M | 0.01% | Share |
| 26 | Coign Capital Advisors LLC | 335,900 | $17.3M | 9.06% | Share |
| 27 | Systelligence, LLC | 308,199 | $15.9M | 3.02% | Share |
| 28 | STEVENS CAPITAL PARTNERS | 297,437 | $15.3M | 4.01% | Share |
| 29 | Cetera Investment Advisers | 291,819 | $15.0M | 0.02% | Share |
| 30 | Destiny Wealth Partners, LLC | 288,656 | $14.9M | 1.71% | Share |
| 31 | Bouvel Investment Partners, LLC | 266,424 | $13.7M | 3.96% | Share |
| 32 | D.A. DAVIDSON & CO. | 261,140 | $13.4M | 0.08% | Share |
| 33 | Western Wealth Management, LLC | 223,032 | $11.0M | 0.51% | Share |
| 34 | Snowden Capital Advisors LLC | 224,793 | $11.0M | 0.28% | Share |
| 35 | Madrid Wealth Management, LLC | 210,935 | $10.9M | 8.81% | Share |
| 36 | Sanctuary Advisors, LLC | 202,610 | $10.4M | 0.06% | Share |
| 37 | GOLDMAN SACHS GROUP INC | 203,529 | $10.0M | 0.00% | Share |
| 38 | Live Oak Investment Partners | 167,205 | $8.6M | 5.29% | Share |
| 39 | Per Stirling Capital Management, LLC. | 165,291 | $8.5M | 0.96% | Share |
| 40 | Balanced Rock Investment Advisors LLC | 146,972 | $7.6M | 5.38% | Share |
| 41 | Eldridge Investment Advisors, Inc. | 137,738 | $7.1M | 1.56% | Share |
| 42 | Kingsview Wealth Management, LLC | 139,053 | $7.0M | 0.10% | Share |
| 43 | COMMONWEALTH EQUITY SERVICES, LLC | 152,035 | $7.0M | 0.01% | Share |
| 44 | PENNEY FINANCIAL, LLC | 134,473 | $6.9M | 2.67% | Share |
| 45 | MGO ONE SEVEN LLC | 132,041 | $6.8M | 0.14% | Share |
| 46 | N.E.W. Advisory Services LLC | 129,682 | $6.7M | 0.49% | Share |
| 47 | Wall Street Financial Group, Inc. | 117,844 | $6.1M | 4.42% | Share |
| 48 | Private Advisor Group, LLC | 129,989 | $6.0M | 0.03% | Share |
| 49 | THRIVENT FINANCIAL FOR LUTHERANS | 116,921 | $6.0M | 0.01% | Share |
| 50 | Pinion Investment Advisors, LLC | 112,802 | $5.8M | 1.42% | Share |