EVTR

Eaton Vance Total Return

Latest period2026 - Q1Total superinvestors175

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 175 superinvestors own shares of Eaton Vance Total Return (EVTR), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Eaton Vance Total Return (EVTR), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Eaton Vance Total Return (EVTR) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Eaton Vance Total Return (EVTR) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Claire Gordon@Morgan Stanley
Recent Activity
Increased 16.35%
0.11%
$1.667B
32.845M shares@ 50.76 avg price
Michael G. Clarke@Ameriprise Financial Inc
Recent Activity
Increased 18.04%
0.07%
$299.691M
5.903M shares@ 50.78 avg price
Patricia Arce@Wells Fargo & Company Mn
Recent Activity
Decreased -3.32%
0.04%
$209.973M
4.137M shares@ 50.76 avg price
Stephanie J. Brown@Fmr Llc
Recent Activity
Increased 0.67%
0.02%
$203.427M
4.008M shares@ 50.75 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Increased 59.96%
0.02%
$180.995M
3.566M shares@ 50.76 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 31.69%
0.05%
$175.227M
3.453M shares@ 50.75 avg price
Melissa Reiner@Prodigy Asset Management Llc
Recent Activity
Increased 3.77%
38.82%
$116.246M
2.291M shares@ 50.76 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 49.89%
0.04%
$113.735M
2.241M shares@ 50.75 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Increased 4.8%
0.16%
$104.744M
2.064M shares@ 50.76 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 38.58%
0.03%
$80.232M
1.581M shares@ 50.76 avg price

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