Who Owns EATON TTL RET BD ETF (EVTR)? -- Institutional Holders (2026-06-30)

206 institutions reported holding $4.65B of EATON TTL RET BD ETF (EVTR) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($1.99B), AMERIPRISE FINANCIAL INC ($315.4M), WELLS FARGO & COMPANY/MN ($215.5M), BANK OF AMERICA CORP /DE/ ($192.4M), LPL Financial LLC ($191.4M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$1.99B	39.2M	Added
2	AMERIPRISE FINANCIAL INC	$315.4M	6.2M	Added
3	WELLS FARGO & COMPANY/MN	$215.5M	4.3M	Added
4	BANK OF AMERICA CORP /DE/	$192.4M	3.8M	Added
5	LPL Financial LLC	$191.4M	3.8M	Added
6	FMR LLC	$153.6M	3.0M	Trimmed
7	RAYMOND JAMES FINANCIAL INC	$127.6M	2.5M	Added
8	Prodigy Asset Management LLC	$115.4M	2.3M	Trimmed
9	OSAIC HOLDINGS, INC.	$112.4M	2.2M	Added
10	ENVESTNET ASSET MANAGEMENT INC	$107.6M	2.1M	Added
11	PNC Financial Services Group, Inc.	$80.7M	1.6M	Added
12	Provenance Wealth Advisors, LLC	$71.4M	1.4M	Added
13	ALPS ADVISORS INC	$70.0M	1.4M	Added
14	Janney Montgomery Scott LLC	$65.0M	1.3M	Added
15	HighTower Advisors, LLC	$58.7M	1.2M	Added
16	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$32.4M	639,218	Trimmed
17	Cetera Investment Advisers	$30.3M	597,038	Added
18	Valley Financial Group, Inc.	$27.3M	538,266	Added
19	Retirement Management Systems Inc.	$27.1M	534,941	Added
20	Quadcap Wealth Management, LLC	$24.2M	476,939	Added
21	Spire Wealth Management	$24.0M	472,603	Trimmed
22	Royal Bank of Canada	$19.4M	383,302	Added
23	Coign Capital Advisors LLC	$18.0M	355,309	Added
24	D.A. DAVIDSON & CO.	$17.0M	336,009	Added
25	Clear Trail Advisors, LLC	$16.2M	318,612	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30