Eaton Vance Total Return
$49.82+0.1%
+$561.1M
Net Activity
+12.81% total shares
Institutions Holding
186
Popularity Rank
#3184
Avg Weight
0.84%
Total Value
$4.6B
186 institutions currently hold EVTR, with 138 net buyers and 57 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
57
Net Buying Institutions
138
Top 5 by Value
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Across its top 20 institutional holders, EVTR's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 14/100, avg. turnover score 18/100).
EVTR ranks #3184 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
EVTR is a top-conviction position for Prodigy Asset Management LLC — at 34.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in EVTR belongs to Morgan Stanley, but the position matters far more to Prodigy Asset Management LLC, who has 34.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Morgan Stanley has added to its EVTR position for two straight quarters, increasing it by $535.6M to reach $2.0B today.
Fidelity has trimmed its EVTR position for two straight quarters, cutting it by $51.5M while still holding $153.6M.
EVTR is up 0.1% today, and institutions have been net buyers of $561.1M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$667.9M
Total Buy Value
$130.8M
Total Sell Value
138
Net Buyers
57
Net Sellers
EVTR
Q2 2026
Top 5 Institutional Movers
+$322.6M
-$49.8M
+$27.3M
+$26.6M
+$18.4M
EVTR does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
61774R841
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3229 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2971 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,144
Total reported value
$670.7B
Held by 5144 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,074
Total reported value
$1.1T
Held by 5074 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,923
Total reported value
$485.0B
Held by 4923 institutions — one of the most-tracked stocks on AlphaSMO
Access EVTR's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/EVTRCLI
npx alphasmo stocks get EVTR