EATON VANCE TOTAL RETURN (EVTR) Institutional Shareholders
EATON VANCE TOTAL RETURN (EVTR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $4.10B in EVTR holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of EVTR tracked by InsiderSet, reporting ownership valued at approximately $1.67B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.64B, representing an estimated loss of -1.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed EVTR value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Ameriprise Financial Inc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in EATON VANCE TOTAL RETURN (EVTR).
This page ranks the largest institutional EVTR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
177
Total Reported Value
$4.10B
Largest Holder
Morgan Stanley
Largest Position
$1.67B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
110
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.10% | 32,845,045 | $1,666,886,072 | $1,638,310,845 | -$28,575,227 | -1.71% | |
| Ameriprise Financial Inc | 0.07% | 5,902,766 | $299,691,094 | $294,429,968 | -$5,261,126 | -1.76% | |
| Wells Fargo & Company/Mn | 0.04% | 4,137,407 | $209,973,429 | $206,373,861 | -$3,599,568 | -1.71% | |
| Fmr Llc | 0.01% | 4,008,410 | $203,426,806 | $199,939,491 | -$3,487,315 | -1.71% | |
| Bank Of America Corp | 0.01% | 3,566,409 | $180,995,276 | $177,892,481 | -$3,102,795 | -1.71% | |
| Lpl Financial Llc | 0.05% | 3,452,747 | $175,226,910 | $172,223,020 | -$3,003,890 | -1.71% | |
| Prodigy Asset Management Llc | 34.77% | 2,276,545 | $115,443,587 | $113,554,065 | -$1,889,522 | -1.64% | |
| Raymond James Financial Inc | 0.04% | 2,241,083 | $113,734,948 | $111,785,220 | -$1,949,728 | -1.71% | |
| Osaic Holdings, Inc. | 0.15% | 2,063,903 | $104,743,766 | $102,947,482 | -$1,796,284 | -1.71% | |
| Envestnet Asset Management Inc | 0.02% | 1,580,920 | $80,231,704 | $78,856,290 | -$1,375,414 | -1.71% | |
| Provenance Wealth Advisors, Llc | 6.80% | 1,408,343 | $71,417,058 | $70,248,149 | -$1,168,909 | -1.64% | |
| Alps Advisors Inc | 0.33% | 1,381,250 | $70,043,188 | $68,896,750 | -$1,146,438 | -1.64% | |
| Pnc Financial Services Group, Inc. | 0.04% | 1,293,704 | $65,655,482 | $64,529,956 | -$1,125,526 | -1.71% | |
| Northwestern Mutual Wealth Management Co | 0.02% | 676,375 | $34,326,022 | $33,737,585 | -$588,437 | -1.71% | |
| Hightower Advisors, Llc | 0.03% | 632,289 | $32,088,754 | $31,538,575 | -$550,179 | -1.71% | |
| Retirement Management Systems Inc. | 5.55% | 534,941 | $27,126,858 | $26,682,857 | -$444,001 | -1.64% | |
| Valley Financial Group, Inc. | 14.22% | 519,233 | $26,351,084 | $25,899,342 | -$451,742 | -1.71% | |
| Quadcap Wealth Management, Llc | 2.36% | 476,939 | $24,185,590 | $23,789,717 | -$395,873 | -1.64% | |
| Spire Wealth Management | 0.72% | 472,603 | $23,965,714 | $23,573,438 | -$392,276 | -1.64% | |
| Cetera Investment Advisers | 0.02% | 435,824 | $22,118,069 | $21,738,901 | -$379,168 | -1.71% | |
| Coign Capital Advisors Llc | 8.11% | 355,309 | $18,021,031 | $17,722,813 | -$298,218 | -1.65% | |
| D.A. Davidson & Co. | 0.09% | 336,009 | $17,039,057 | $16,760,129 | -$278,928 | -1.64% | |
| Baer Investment Advisory Llc | 2.05% | 328,033 | $16,647,667 | $16,362,286 | -$285,381 | -1.71% | |
| Clear Trail Advisors, Llc | 2.47% | 318,612 | $16,156,838 | $15,892,367 | -$264,471 | -1.64% | |
| Elevation Point Wealth Partners, Llc | 0.36% | 301,126 | $15,282,110 | $15,020,165 | -$261,945 | -1.71% | |
| Commonwealth Equity Services, Llc | 0.02% | 290,265 | $14,719,351 | $14,478,418 | -$240,933 | -1.64% | |
| Destiny Wealth Partners, Llc | 1.61% | 289,788 | $14,706,759 | $14,454,625 | -$252,134 | -1.71% | |
| Stonehearth Capital Management, Llc | 4.88% | 282,092 | $14,304,885 | $14,070,749 | -$234,136 | -1.64% | |
| Bouvel Investment Partners, Llc | 3.22% | 280,957 | $14,247,329 | $14,014,135 | -$233,194 | -1.64% | |
| Madrid Wealth Management, Llc | 9.24% | 277,622 | $14,078,214 | $13,847,785 | -$230,429 | -1.64% | |
| Sanctuary Advisors, Llc | 0.07% | 253,200 | $12,849,918 | $12,629,616 | -$220,302 | -1.71% | |
| Western Wealth Management, Llc | 0.45% | 244,193 | $12,392,802 | $12,180,347 | -$212,455 | -1.71% | |
| Horizon Wealth Management, Llc | 1.79% | 240,697 | $12,215,417 | $12,005,966 | -$209,451 | -1.71% | |
| Harbour Investments, Inc. | 0.19% | 236,879 | $12,021,609 | $11,815,525 | -$206,084 | -1.71% | |
| Stevens Capital Partners | 2.88% | 235,871 | $11,970,451 | $11,765,245 | -$205,206 | -1.71% | |
| Live Oak Investment Partners | 7.03% | 234,686 | $11,910,305 | $11,706,138 | -$204,167 | -1.71% | |
| Snowden Capital Advisors Llc | 0.30% | 225,020 | $11,465,861 | $11,223,998 | -$241,863 | -2.11% | |
| Private Advisor Group, Llc | 0.05% | 208,049 | $10,550,146 | $10,377,484 | -$172,662 | -1.64% | |
| Systelligence, Llc | 1.63% | 192,248 | $9,748,896 | $9,589,330 | -$159,566 | -1.64% | |
| Per Stirling Capital Management, Llc. | 0.94% | 168,121 | $8,532,137 | $8,385,875 | -$146,262 | -1.71% | |
| Focus Financial Network, Inc. | 0.25% | 160,768 | $8,184,131 | $8,019,108 | -$165,023 | -2.02% | |
| Balanced Rock Investment Advisors Llc | 5.49% | 154,075 | $7,819,306 | $7,685,261 | -$134,045 | -1.71% | |
| Pinion Investment Advisors, Llc | 1.80% | 151,824 | $7,705,070 | $7,572,981 | -$132,089 | -1.71% | |
| Asset Allocation Strategies Llc | 1.36% | 151,261 | $7,676,473 | $7,544,899 | -$131,574 | -1.71% | |
| Kingsview Wealth Management, Llc | 0.10% | 143,502 | $7,282,720 | $7,157,880 | -$124,840 | -1.71% | |
| Goldman Sachs Group Inc | 0.00% | 137,311 | $6,968,533 | $6,849,073 | -$119,460 | -1.71% | |
| Eldridge Investment Advisors, Inc. | 1.53% | 137,115 | $6,958,602 | $6,839,296 | -$119,306 | -1.71% | |
| Creative Financial Designs Inc | 0.33% | 135,946 | $6,893,816 | $6,780,986 | -$112,830 | -1.64% | |
| Oak Family Advisors, Llc | 1.92% | 130,871 | $6,636,468 | $6,527,845 | -$108,623 | -1.64% | |
| Mml Investors Services, Llc | 0.02% | 128,777 | $6,535,413 | $6,423,397 | -$112,016 | -1.71% |
Frequently asked questions about EVTR
Who owns the most EVTR stock?
The largest holders of EVTR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for EATON VANCE TOTAL RETURN (EVTR).
Is EVTR widely held by superinvestors?
Many widely followed stocks like EVTR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EVTR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.