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 $4.54B 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 $1.99B in its June 30, 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 $1.97B, representing an estimated loss of -1.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% 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
182
Total Reported Value
$4.54B
Largest Holder
Morgan Stanley
Largest Position
$1.99B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.11% | 39,231,687 | $1,989,438,895 | $1,965,507,519 | -$23,931,376 | -1.20% | |
| Ameriprise Financial Inc | 0.06% | 6,218,788 | $315,442,523 | $311,561,279 | -$3,881,244 | -1.23% | |
| Wells Fargo & Company/Mn | 0.04% | 4,250,011 | $215,518,044 | $212,925,551 | -$2,592,493 | -1.20% | |
| Bank Of America Corp | 0.01% | 3,794,623 | $192,425,313 | $190,110,612 | -$2,314,701 | -1.20% | |
| Lpl Financial Llc | 0.04% | 3,775,096 | $191,435,105 | $189,132,310 | -$2,302,795 | -1.20% | |
| Fmr Llc | 0.01% | 3,029,286 | $153,615,128 | $151,767,229 | -$1,847,899 | -1.20% | |
| Raymond James Financial Inc | 0.03% | 2,516,229 | $127,597,981 | $126,063,073 | -$1,534,908 | -1.20% | |
| Prodigy Asset Management Llc | 34.77% | 2,276,545 | $115,443,587 | $114,054,905 | -$1,388,683 | -1.20% | |
| Osaic Holdings, Inc. | 0.13% | 2,217,002 | $112,425,318 | $111,071,800 | -$1,353,518 | -1.20% | |
| Envestnet Asset Management Inc | 0.03% | 2,121,112 | $107,561,589 | $106,267,711 | -$1,293,878 | -1.20% | |
| Pnc Financial Services Group, Inc. | 0.04% | 1,591,588 | $80,709,405 | $79,738,559 | -$970,846 | -1.20% | |
| Provenance Wealth Advisors, Llc | 6.80% | 1,408,343 | $71,417,058 | $70,557,984 | -$859,074 | -1.20% | |
| Alps Advisors Inc | 0.33% | 1,381,250 | $70,043,188 | $69,200,625 | -$842,563 | -1.20% | |
| Hightower Advisors, Llc | 0.06% | 1,157,397 | $58,691,611 | $57,985,590 | -$706,021 | -1.20% | |
| Cetera Investment Advisers | 0.03% | 597,038 | $30,275,793 | $29,911,604 | -$364,189 | -1.20% | |
| Valley Financial Group, Inc. | 13.46% | 538,266 | $27,295,466 | $26,967,127 | -$328,339 | -1.20% | |
| Retirement Management Systems Inc. | 5.55% | 534,941 | $27,126,858 | $26,800,544 | -$326,314 | -1.20% | |
| Quadcap Wealth Management, Llc | 2.36% | 476,939 | $24,185,590 | $23,894,644 | -$290,946 | -1.20% | |
| Spire Wealth Management | 0.72% | 472,603 | $23,965,714 | $23,677,410 | -$288,304 | -1.20% | |
| Royal Bank Of Canada | 0.00% | 383,302 | $19,438,000 | $19,203,430 | -$234,570 | -1.21% | |
| Coign Capital Advisors Llc | 8.11% | 355,309 | $18,021,031 | $17,800,981 | -$220,050 | -1.22% | |
| D.A. Davidson & Co. | 0.09% | 336,009 | $17,039,057 | $16,834,051 | -$205,006 | -1.20% | |
| Clear Trail Advisors, Llc | 2.47% | 318,612 | $16,156,838 | $15,962,461 | -$194,377 | -1.20% | |
| Elevation Point Wealth Partners, Llc | 0.29% | 305,794 | $15,506,812 | $15,320,279 | -$186,533 | -1.20% | |
| Commonwealth Equity Services, Llc | 0.02% | 290,265 | $14,719,351 | $14,542,277 | -$177,075 | -1.20% | |
| Stonehearth Capital Management, Llc | 4.88% | 282,092 | $14,304,885 | $14,132,809 | -$172,076 | -1.20% | |
| Bouvel Investment Partners, Llc | 3.22% | 280,957 | $14,247,329 | $14,075,946 | -$171,383 | -1.20% | |
| Madrid Wealth Management, Llc | 9.24% | 277,622 | $14,078,214 | $13,908,862 | -$169,352 | -1.20% | |
| Sanctuary Advisors, Llc | 0.06% | 267,193 | $13,549,350 | $13,386,369 | -$162,981 | -1.20% | |
| Stevens Capital Partners | 2.57% | 266,333 | $13,505,751 | $13,343,283 | -$162,468 | -1.20% | |
| Harbour Investments, Inc. | 0.17% | 245,116 | $12,429,832 | $12,280,312 | -$149,520 | -1.20% | |
| Live Oak Investment Partners | 6.62% | 242,468 | $12,295,552 | $12,147,647 | -$147,905 | -1.20% | |
| Rockefeller Capital Management L.P. | 0.02% | 242,335 | $12,288,808 | $12,140,984 | -$147,825 | -1.20% | |
| Snowden Capital Advisors Llc | 0.29% | 241,592 | $12,254,302 | $12,103,759 | -$150,543 | -1.23% | |
| Destiny Wealth Partners, Llc | 1.63% | 231,605 | $11,552,446 | $11,603,411 | +$50,965 | +0.44% | |
| Goldman Sachs Group Inc | 0.00% | 222,709 | $11,293,573 | $11,157,721 | -$135,852 | -1.20% | |
| Private Advisor Group, Llc | 0.05% | 208,049 | $10,550,146 | $10,423,255 | -$126,891 | -1.20% | |
| Eldridge Investment Advisors, Inc. | 2.07% | 206,082 | $10,450,431 | $10,324,708 | -$125,723 | -1.20% | |
| Jane Street Group, Llc | 0.01% | 202,285 | $10,257,872 | $10,134,479 | -$123,394 | -1.20% | |
| Systelligence, Llc | 1.63% | 192,248 | $9,748,896 | $9,631,625 | -$117,271 | -1.20% | |
| Oppenheimer & Co Inc | 0.10% | 187,205 | $9,493,166 | $9,378,971 | -$114,196 | -1.20% | |
| Asset Allocation Strategies Llc | 1.40% | 179,678 | $9,111,494 | $9,001,868 | -$109,626 | -1.20% | |
| Pinion Investment Advisors, Llc | 1.66% | 172,412 | $8,742,996 | $8,637,841 | -$105,155 | -1.20% | |
| Balanced Rock Investment Advisors Llc | 5.35% | 169,176 | $8,578,915 | $8,475,718 | -$103,197 | -1.20% | |
| Kingsview Wealth Management, Llc | 0.10% | 166,963 | $8,466,698 | $8,364,846 | -$101,852 | -1.20% | |
| Mml Investors Services, Llc | 0.02% | 163,002 | $8,265,853 | $8,166,400 | -$99,453 | -1.20% | |
| Focus Financial Network, Inc. | 0.25% | 160,768 | $8,184,131 | $8,054,477 | -$129,654 | -1.58% | |
| Creative Financial Designs Inc | 0.33% | 135,946 | $6,893,816 | $6,810,895 | -$82,921 | -1.20% | |
| Oak Family Advisors, Llc | 1.92% | 130,871 | $6,636,468 | $6,556,637 | -$79,831 | -1.20% | |
| Principal Securities, Inc. | 0.08% | 127,959 | $6,488,801 | $6,410,746 | -$78,055 | -1.20% |
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.