Explore more topics
Public ownership evidence

Eaton Vance Total Return Bond ETF (EVTR) Ownership Disclosures

Read EVTR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 50 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

Cornerstone Financial Management LLC2026-06-302026-08-291,375$69,726None
Cornerstone Financial Management LLC2026-03-312026-08-291,375$69,781None
Cornerstone Financial Management LLC2025-12-312026-08-291,375$70,813None
Corient Private Wealth LP2026-06-302026-08-2897,856$4,962,295None
Layline Advisors, LLC2026-06-302026-08-2192,564$4,693,944None
Kingsview Wealth Management, LLC2026-06-302026-08-20166,963$8,466,698None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-204,650$235,802None
WNY Asset Management, LLC2026-06-302026-08-18124,746$6,325,851None
Balanced Rock Investment Advisors LLC2026-06-302026-08-18169,176$8,578,915None
Corient Private Wealth LP2026-06-302026-08-1897,856$4,962,295None
Asset Allocation Strategies LLC2026-06-302026-08-18179,678$9,111,494None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18115,742$5,870,409None
Equitable Holdings, Inc.2026-06-302026-08-1876,532$3,880,922None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-18118,030$5,985,000None
Blueprint Financial Advisors LLC2026-06-302026-08-15108,565$5,505,339None
Valley Financial Group, Inc.2026-06-302026-08-15538,266$27,295,466None
Ameritas Advisory Services, LLC2026-06-302026-08-15122,952$6,234,879None
WCG Wealth Advisors LLC2026-06-302026-08-1513,803$699,934None
Western Wealth Management, LLC2026-06-302026-08-1511,334$574,767None
Western Wealth Management, LLC2026-06-302026-08-157,506$380,614None
IFG Advisory, LLC2026-06-302026-08-1511,728$594,738None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,134$108,641None
OSAIC HOLDINGS, INC.2026-06-302026-08-1582$4,158None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,214,786$112,312,519None
JANE STREET GROUP, LLC2026-06-302026-08-15202,285$10,257,872None
OLD MISSION CAPITAL LLC2026-06-302026-08-1571,492$3,625,359None
Ancora Advisors LLC2026-06-302026-08-15800$40,568None
Waverly Advisors, LLC2026-06-302026-08-157,359$373,175None
&PARTNERS2026-06-302026-08-1529,857$1,514,073None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1547,576$2,430,664None
AMERIPRISE FINANCIAL INC2026-06-302026-08-151,126$57,099None
AMERIPRISE FINANCIAL INC2026-06-302026-08-155,246$266,025None
AMERIPRISE FINANCIAL INC2026-06-302026-08-156,212,416$315,119,399None
Prosperity Bancshares Inc2026-06-302026-08-158,597$435,954None
Cerity Partners LLC2026-06-302026-08-1514,527$736,664None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1512,512$634,484None
ROYAL BANK OF CANADA2026-06-302026-08-151,769$90,000None
ROYAL BANK OF CANADA2026-06-302026-08-15375,919$19,063,000None
ROYAL BANK OF CANADA2026-06-302026-08-155,614$285,000None
CITADEL ADVISORS LLC2026-06-302026-08-1589,094$4,517,957None
NBH Bank2026-06-302026-08-15380$19,270None
GOLDMAN SACHS GROUP INC2026-06-302026-08-15222,709$11,293,573None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-157,442$377,385None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,362,190$69,076,642None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,146,597$58,143,954None
COZAD ASSET MANAGEMENT INC2026-06-302026-08-157,816$396,353None
WELLS FARGO & COMPANY/MN2026-06-302026-08-152,595,298$131,607,548None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151,654,713$83,910,496None
BANK OF AMERICA CORP /DE/2026-06-302026-08-151,783,502$90,441,386None
BANK OF AMERICA CORP /DE/2026-06-302026-08-151,993,307$101,080,579None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Corient Private Wealth LP ↗Layline Advisors, LLC ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗WNY Asset Management, LLC ↗Balanced Rock Investment Advisors LLC ↗Corient Private Wealth LP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.