§ EQUITY
USDEVTR
EATON VANCE TOTAL RETURN
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
132 increased/new, 42 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Morgan Stanley | 32.8M | 0.1% | n/a |
| AMERIPRISE FINANCIAL INC | 5.9M | n/a | +18% |
| Wells Fargo & Company | 4.1M | n/a | −3% |
| Fidelity Management | 4.0M | 0.0% | +1% |
| Bank of America Corp | 3.6M | 0.0% | +60% |
| LPL Financial LLC | 3.5M | 0.0% | +32% |
◇ AC INTELLIGENCE
Top institutional owners for EVTR as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
DEALER / BANK51.9% · 14 holders
OTHER34.5% · 155 holders
QUALITY / COMPOUNDER12.1% · 2 holders
INCOME / DEFENSIVE1.4% · 2 holders
TACTICAL / MACRO0.1% · 1 holder
SYSTEMATIC / QUANT0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for EVTR in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention EVTR yet.