Eaton Vance Total Return Bond ETF - COMMON STOCK (EVTR)

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / COMMON STOCK
Shares outstanding
62,549,229
Total 13F shares
1,564,675
Share change
+173,383
Total reported value
$80,587,297
Price per share
$51.50
Number of holders
24
Value change
+$8,930,243
Number of buys
20
Number of sells
3

Institutional Holders of Eaton Vance Total Return Bond ETF - COMMON STOCK (EVTR) as of Q4 2025

As of 31 Dec 2025, Eaton Vance Total Return Bond ETF - COMMON STOCK (EVTR) was held by 24 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,564,675 shares. The largest 10 holders included Spire Wealth Management, VICTORY FINANCIAL GROUP, LLC, Coign Capital Advisors LLC, Systelligence, LLC, Penney Financial, LLC, Wall Street Financial Group, Inc., ORG Partners LLC, Wealthcare Advisory Partners LLC, SeaCrest Wealth Management, LLC, and Investment Partners Asset Management, Inc.. This page lists 25 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.