EATON VANCE TOTAL RETURN (EVTR) Institutional Ownership and Insiders Activity
EATON VANCE TOTAL RETURN (EVTR) is widely held by institutional investors, with 183 firms reporting positions valued at approximately $4.56B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is the largest disclosed holder, reporting approximately $1.99B in EVTR holdings in its latest filing.
Institutional Holders
183
Total Reported Value
$4.56B
Largest Holder
Morgan Stanley
Largest Position
$1.99B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
31
Funds Exiting Positions
27
Top Institutional Owners
View allInvestorReported Balance
- Morgan Stanley$1.99B
- Ameriprise Financial Inc$315.44M
- Wells Fargo & Company/Mn$215.52M
- Bank Of America Corp$192.43M
- Lpl Financial Llc$191.44M
EVTR News
All news- Balanced Rock Investment Advisors Llc Q2 2026 Portfolio Activity: Major Buys and Sales Observed
Aug 23, 2026 · valut.ai
- Madrid Wealth Management Portfolio Changes in Q2 2026: Strategic Shifts Revealed
Aug 4, 2026 · valut.ai
- Quadcap Wealth Management Q2 2026: New Positions and Significant Changes in Holdings
Aug 4, 2026 · valut.ai
- Bouvel Investment Partners Q2 2026 Holdings Changes: Significant Purchases & Sales Observed
Jul 19, 2026 · valut.ai
- Prodigy Asset Management Q2 2026 Portfolio Activity: Significant Increases and Minor Adjustments Observed
Jul 9, 2026 · valut.ai