EVTR

Eaton Vance Total Return$50.46 0.51%
UnclassifiedUSCUSIP 61774R841· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
88
+12 QoQ
13F Value (tracked)
$3.5B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)29 adding · 4 trimming
Insider net (180d)$0

Price & smart-money activity

$50.46 0.51%2Y +1.0%
$48.35$49.39$50.43$51.47$52.512024202520264527112103154159266297
Hover for who · click for detailEnd-of-day closing prices52w $50.08 – $52.14
Build

Use EVTR data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns EVTR

This stock page is the Follow view. The Build view lets your agent query EVTR owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/EVTR"
Ask your agent
Use Arkolith to show who owns EVTR,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

88 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$1.7B
32.8M
+16%
Added · +4.6M sh
Q1 2026
2AMERIPRISE FINANCIAL INC
$299.7M
5.9M
+18%
Added · +902K sh
Q1 2026
3WELLS FARGO & COMPANY/MN
$210.0M
4.1M
−3.3%
Reduced · −142K sh
Q1 2026
4FMR LLC
$203.4M
4.0M
+0.7%
Added · +26K sh
Q1 2026
5BANK OF AMERICA CORP /DE/
$181.0M
3.6M
+60%
Added · +1.3M sh
Q1 2026
6LPL Financial LLC
$175.2M
3.5M
+32%
Added · +831K sh
Q1 2026
7RAYMOND JAMES FINANCIAL INC
$113.7M
2.2M
+50%
Added · +746K sh
Q1 2026
8OSAIC HOLDINGS, INC.
$104.7M
2.1M
+4.8%
Added · +94K sh
Q1 2026
9ENVESTNET ASSET MANAGEMENT INC
$80.2M
1.6M
+39%
Added · +440K sh
Q1 2026
10PNC FINANCIAL SERVICES GROUP, INC.
$65.7M
1.3M
+36%
Added · +342K sh
Q1 2026
11ALPS ADVISORS INC
$51.6M
1.0M
New
+1.0M sh
Q1 2026
12NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$34.3M
676K
+44%
Added · +208K sh
Q1 2026
13HighTower Advisors, LLC
$32.1M
632K
+28%
Added · +137K sh
Q1 2026
14Spire Wealth Management
$24.0M
473K
+28%
Added · +104K sh
Q1 2026
15Cetera Investment Advisers
$22.1M
436K
+49%
Added · +144K sh
Q1 2026
16ELEVATION POINT WEALTH PARTNERS, LLC
$15.3M
301K
New
+301K sh
Q1 2026
17D.A. DAVIDSON & CO.
$14.8M
292K
+12%
Added · +30K sh
Q1 2026
18COMMONWEALTH EQUITY SERVICES, LLC
$13.1M
259K
+70%
Added · +107K sh
Q1 2026
19Sanctuary Advisors, LLC
$12.8M
253K
+25%
Added · +51K sh
Q1 2026
20Western Wealth Management, LLC
$12.4M
244K
+9.5%
Added · +21K sh
Q1 2026
21HARBOUR INVESTMENTS, INC.
$12.0M
237K
73×
Added · +234K sh
Q1 2026
22Snowden Capital Advisors LLC
$11.5M
225K
+0.1%
Added · +227 sh
Q1 2026
23Kingsview Wealth Management, LLC
$7.3M
144K
+3.2%
Added · +4K sh
Q1 2026
24GOLDMAN SACHS GROUP INC
$7.0M
137K
−33%
Reduced · −66K sh
Q1 2026
25Private Advisor Group, LLC
$6.8M
134K
+2.9%
Added · +4K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
8
funds
Added
21
funds
Reduced
4
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

88 funds+65 since Q1 2024
04488Q1 2024Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $3.5B

Share classes

Class13F holdersValue held
EVTRthis pagemc88 funds$3.5B
EVSMmc59 funds$342.0M
CVIEFUND49 funds$221.9M
XAGGmc43 funds$498.1M
EVSDmc41 funds$696.6M
CVLCFUND41 funds$222.8M
EVMOmc36 funds$524.2M
EVLNmc35 funds$1.1B

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own EVTR also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA49 funds$14.1B
ISHARES CORE S&P 500 ETFIVV49 funds$13.2B
MICROSOFT CORPMSFT49 funds$10.2B
BROADCOM INCAVGO49 funds$5.9B
JPMORGAN CHASE & COJPM49 funds$5.0B
ALPHABET INC-CL CGOOG49 funds$4.4B
ISHARES CORE U.S. AGGREGATEAGG49 funds$3.6B
COSTCO WHOLESALE CORPCOST49 funds$2.8B
TESLA INCTSLA49 funds$2.7B
JOHNSON & JOHNSONJNJ49 funds$2.7B
ELI LILLY & COLLY49 funds$2.7B
EXXON MOBIL CORPXOM49 funds$2.6B

Ranked by how many of EVTR's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EVTR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.