EATON VANCE TOTAL RETURN EVTR
$50.72
+0.1% 52w: $48.05 – $51.19
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data48.0549.6251.19
Jun 20, 2025 Jul 2, 2026
Institutional holders
176
+19 QoQ
13F value
$4.11B
+18.6% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns EVTR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 32.8M | $1.67B | 0.1% | +16.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 5.9M | $299.7M | 0.1% | +18.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 4.1M | $210.0M | 0.0% | -3.3% |
| FMR LLC | Long only active | 4.0M | $203.4M | 0.0% | +0.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.6M | $181.0M | 0.0% | +60.0% |
| LPL Financial LLC | Bank broker | 3.5M | $175.2M | 0.0% | +31.7% |
| Prodigy Asset Management LLC | Wealth advisor | 2.3M | $116.2M | 38.8% | +3.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.2M | $113.7M | 0.0% | +49.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.1M | $104.7M | 0.2% | +4.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.6M | $80.2M | 0.0% | +38.6% |
| Provenance Wealth Advisors, LLC | Wealth advisor | 1.4M | $71.3M | 7.5% | New |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 1.3M | $65.7M | 0.0% | +35.9% |
| Janney Montgomery Scott LLC | Diversified mechanical | 1.2M | $61.9M | 0.2% | +5.1% |
| ALPS ADVISORS INC | Diversified mechanical | 1.0M | $51.6M | 0.2% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 676.4K | $34.3M | 0.0% | +44.4% |
| HighTower Advisors, LLC | Diversified mechanical | 632.3K | $32.1M | 0.0% | +27.7% |
| Valley Financial Group, Inc. | Wealth advisor | 519.2K | $26.4M | 14.2% | +4.5% |
| Spire Wealth Management | Wealth advisor | 472.6K | $24.0M | 0.8% | +28.4% |
| Retirement Management Systems Inc. | Wealth advisor | 469.8K | $23.8M | 5.7% | +20.8% |
| Quadcap Wealth Management, LLC | Wealth advisor | 465.3K | $23.6M | 2.7% | +12.6% |
| Cetera Investment Advisers | Wealth advisor | 435.8K | $22.1M | 0.0% | +49.3% |
| Coign Capital Advisors LLC | Wealth advisor | 343.4K | $17.4M | 9.2% | +2.2% |
| VICTORY FINANCIAL GROUP, LLC | Wealth advisor | 328.0K | $16.6M | 2.0% | -10.2% |
| ELEVATION POINT WEALTH PARTNERS, LLC | Other | 301.1K | $15.3M | 0.4% | New |
| D.A. DAVIDSON & CO. | Wealth advisor | 291.6K | $14.8M | 0.1% | +11.7% |
| Destiny Wealth Partners, LLC | Wealth advisor | 289.8K | $14.7M | 1.6% | +0.4% |
| Clear Trail Advisors, LLC | Other | 288.7K | $14.7M | 2.4% | New |
| Bouvel Investment Partners, LLC | Other | 261.1K | $13.2M | 3.8% | -2.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 258.5K | $13.1M | 0.0% | +70.1% |
| Sanctuary Advisors, LLC | Wealth advisor | 253.2K | $12.8M | 0.1% | +25.0% |
| Madrid Wealth Management, LLC | Wealth advisor | 249.2K | $12.6M | 9.5% | +18.1% |
| Western Wealth Management, LLC | Wealth advisor | 244.2K | $12.4M | 0.5% | +9.5% |
| Horizon Wealth Management, LLC | Wealth advisor | 240.7K | $12.2M | 1.8% | -59.9% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 236.9K | $12.0M | 0.2% | +7204.3% |
| STEVENS CAPITAL PARTNERS | Wealth advisor | 235.9K | $12.0M | 2.9% | -20.7% |
| Live Oak Investment Partners | Wealth advisor | 234.7K | $11.9M | 7.0% | +40.4% |
| Snowden Capital Advisors LLC | Diversified mechanical | 225.0K | $11.5M | 0.3% | +0.1% |
| Systelligence, LLC | Wealth advisor | 204.5K | $10.4M | 2.0% | -33.6% |
| Per Stirling Capital Management, LLC. | Wealth advisor | 168.1K | $8.5M | 0.9% | +1.7% |
| Balanced Rock Investment Advisors LLC | Wealth advisor | 154.1K | $7.8M | 5.5% | +4.8% |
| Pinion Investment Advisors, LLC | Wealth advisor | 151.8K | $7.7M | 1.8% | +34.6% |
| Asset Allocation Strategies LLC | Wealth advisor | 151.3K | $7.7M | 1.4% | +40.3% |
| Kingsview Wealth Management, LLC | Wealth advisor | 143.5K | $7.3M | 0.1% | +3.2% |
| Penney Financial, LLC | Wealth advisor | 139.0K | $7.1M | 2.7% | +3.4% |
| Wall Street Financial Group, Inc. | Other | 139.0K | $7.1M | 4.2% | +17.9% |
| GOLDMAN SACHS GROUP INC | Bank broker | 137.3K | $7.0M | 0.0% | -32.5% |
| Eldridge Investment Advisors, Inc. | Wealth advisor | 137.1K | $7.0M | 1.5% | -0.5% |
| Private Advisor Group, LLC | Wealth advisor | 133.7K | $6.8M | 0.0% | +2.9% |
| OAK FAMILY ADVISORS, LLC | Other | 130.7K | $6.6M | 2.0% | +85.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 128.8K | $6.5M | 0.0% | +43.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.