EVTR

Eaton Vance Total Return

Latest period2026 - Q2Total superinvestors12

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 12 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
Melissa Reiner@Prodigy Asset Management Llc
Recent Activity
Decreased -0.61%
34.77%
$115.444M
2.277M shares@ 50.71 avg price
Amanda Sylvia@Stonehearth Capital Management, Llc
Recent Activity
New Position
4.89%
$14.305M
282,092 shares@ 50.71 avg price
Kyle R. Bubeck@Systelligence, Llc
Recent Activity
Decreased -6.01%
1.63%
$9.749M
192,248 shares@ 50.71 avg price
Aryn Sands@Focus Financial Network, Inc.
Recent Activity
Increased 147.81%
0.26%
$8.184M
160,768 shares@ 50.91 avg price
Aryn Sands@Wall Street Financial Group, Inc.
Recent Activity
Decreased -8.81%
3.44%
$6.427M
126,733 shares@ 50.71 avg price
Chris Brown@Advisory Resource Group
Recent Activity
Decreased -1.1%
0.58%
$3.848M
75,881 shares@ 50.71 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 7.33%
0.06%
$2.719M
53,615 shares@ 50.71 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Increased 19.16%
0.19%
$1.671M
32,954 shares@ 50.72 avg price
Emily Tejeda@Kwb Wealth
Recent Activity
New Position
0.09%
$994,711
19,616 shares@ 50.71 avg price
James Cannon@Dynamic Advisor Solutions Llc
Recent Activity
Decreased -4.44%
0.02%
$531,441
10,480 shares@ 50.72 avg price

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