EATON VANCE MORTGAGE OPP ETF (EVMO) Institutional Shareholders
EATON VANCE MORTGAGE OPP ETF (EVMO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $651.45M in EVMO holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of EVMO tracked by InsiderSet, reporting ownership valued at approximately $241.28M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $235.25M, representing an estimated loss of -2.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed EVMO value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Bensler, Llc, and several other long-term asset managers with concentrated positions in EATON VANCE MORTGAGE OPP ETF (EVMO).
This page ranks the largest institutional EVMO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
68
Total Reported Value
$651.45M
Largest Holder
Morgan Stanley
Largest Position
$241.28M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
78
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 4,826,613 | $241,282,397 | $235,249,118 | -$6,033,279 | -2.50% | |
| Lpl Financial Llc | 0.02% | 2,170,003 | $108,478,429 | $105,765,946 | -$2,712,483 | -2.50% | |
| Bensler, Llc | 4.16% | 941,741 | $47,077,625 | $45,900,456 | -$1,177,169 | -2.50% | |
| Kestra Private Wealth Services, Llc | 0.40% | 719,818 | $35,983,689 | $35,083,929 | -$899,760 | -2.50% | |
| Ubs Group Ag | 0.01% | 641,079 | $32,047,539 | $31,246,190 | -$801,349 | -2.50% | |
| Raymond James Financial Inc | 0.01% | 446,019 | $22,296,490 | $21,738,966 | -$557,524 | -2.50% | |
| Wells Fargo & Company/Mn | 0.00% | 362,106 | $18,101,657 | $17,649,046 | -$452,611 | -2.50% | |
| Hennion & Walsh Asset Management, Inc. | 0.30% | 208,147 | $10,405,270 | $10,145,085 | -$260,185 | -2.50% | |
| Berkeley, Inc | 2.97% | 189,627 | $9,479,471 | $9,242,420 | -$237,051 | -2.50% | |
| Bleakley Financial Group, Llc | 0.11% | 179,602 | $8,978,288 | $8,753,801 | -$224,487 | -2.50% | |
| Citadel Advisors Llc | 0.00% | 168,275 | $8,412,067 | $8,201,724 | -$210,344 | -2.50% | |
| Janney Montgomery Scott Llc | 0.01% | 143,930 | $7,195,000 | $7,015,148 | -$179,852 | -2.50% | |
| Arax Advisory Partners | 0.04% | 122,788 | $6,138,172 | $5,984,687 | -$153,485 | -2.50% | |
| U.S. Capital Wealth Advisors, Llc | 0.15% | 117,823 | $5,928,853 | $5,742,693 | -$186,160 | -3.14% | |
| Brookwood Investment Group Llc | 0.67% | 115,283 | $5,762,997 | $5,618,893 | -$144,104 | -2.50% | |
| Mgo One Seven Llc | 0.09% | 109,923 | $5,495,047 | $5,357,647 | -$137,400 | -2.50% | |
| American National Bank Of Texas | 5.00% | 109,512 | $5,474,504 | $5,337,615 | -$136,889 | -2.50% | |
| Envestnet Asset Management Inc | 0.00% | 100,596 | $5,028,791 | $4,903,049 | -$125,742 | -2.50% | |
| Hbw Advisory Services Llc | 0.41% | 91,536 | $4,575,890 | $4,461,465 | -$114,425 | -2.50% | |
| Ifp Advisors, Inc | 0.08% | 89,610 | $4,479,604 | $4,367,591 | -$112,013 | -2.50% | |
| Eagle Bay Advisors Llc | 3.32% | 88,419 | $4,439,394 | $4,309,542 | -$129,852 | -2.92% | |
| Atria Investments, Inc | 0.04% | 88,590 | $4,428,613 | $4,317,877 | -$110,736 | -2.50% | |
| Newedge Advisors, Llc | 0.01% | 88,265 | $4,412,380 | $4,302,036 | -$110,344 | -2.50% | |
| Northeast Planning Associates, Inc. / Nh / | 2.95% | 84,161 | $3,941,410 | $4,102,007 | +$160,597 | +4.07% | |
| Osaic Holdings, Inc. | 0.00% | 66,657 | $3,332,097 | $3,248,862 | -$83,235 | -2.50% | |
| Investor'S Fiduciary Advisor Network, Llc | 1.06% | 62,215 | $3,110,000 | $3,032,359 | -$77,641 | -2.50% | |
| Certified Advisory Corp | 0.23% | 57,386 | $2,868,723 | $2,796,994 | -$71,729 | -2.50% | |
| Commonwealth Equity Services, Llc | 0.00% | 55,690 | $2,783,950 | $2,714,331 | -$69,619 | -2.50% | |
| Tbh Global Asset Management, Llc | 0.48% | 52,713 | $2,635,133 | $2,569,232 | -$65,901 | -2.50% | |
| Jane Street Group, Llc | 0.00% | 44,984 | $2,248,750 | $2,192,520 | -$56,230 | -2.50% | |
| Jpmorgan Chase & Co | 0.00% | 43,604 | $2,194,153 | $2,125,259 | -$68,894 | -3.14% | |
| Elyxium Wealth, Llc | 0.22% | 42,280 | $2,113,558 | $2,060,727 | -$52,831 | -2.50% | |
| Thrivent Financial For Lutherans | 0.00% | 42,056 | $2,102,000 | $2,049,809 | -$52,191 | -2.48% | |
| Wealthspan Partners, Llc | 0.49% | 30,784 | $1,538,870 | $1,500,412 | -$38,458 | -2.50% | |
| Goldman Sachs Group Inc | 0.00% | 30,202 | $1,509,798 | $1,472,045 | -$37,753 | -2.50% | |
| Cetera Investment Advisers | 0.00% | 27,276 | $1,363,535 | $1,329,432 | -$34,103 | -2.50% | |
| Savvy Advisors, Inc. | 0.02% | 22,878 | $1,143,671 | $1,115,074 | -$28,597 | -2.50% | |
| Alps Advisors Inc | 0.01% | 22,460 | $1,122,775 | $1,094,700 | -$28,075 | -2.50% | |
| Mml Investors Services, Llc | 0.00% | 21,686 | $1,084,072 | $1,056,976 | -$27,096 | -2.50% | |
| Chicago Partners Investment Group Llc | 0.02% | 19,047 | $946,454 | $928,351 | -$18,103 | -1.91% | |
| Gladstone Institutional Advisory Llc | 0.03% | 18,021 | $900,886 | $878,344 | -$22,542 | -2.50% | |
| Kraft, Davis & Associates, Llc | 0.18% | 17,329 | $865,144 | $844,615 | -$20,529 | -2.37% | |
| Private Trust Co Na | 0.07% | 17,022 | $850,930 | $829,652 | -$21,278 | -2.50% | |
| Atlas Wealth Llc | 0.11% | 15,484 | $774,045 | $754,690 | -$19,355 | -2.50% | |
| Optima Capital Llc | 0.28% | 14,028 | $703,528 | $683,725 | -$19,803 | -2.81% | |
| Ifg Advisory, Llc | 0.02% | 10,289 | $514,346 | $501,486 | -$12,860 | -2.50% | |
| Prospera Financial Services Inc | 0.01% | 9,971 | $498,438 | $485,987 | -$12,451 | -2.50% | |
| Truist Financial Corp | 0.00% | 9,818 | $490,802 | $478,529 | -$12,273 | -2.50% | |
| Procore Advisors, Llc | 0.58% | 9,347 | $467,263 | $455,573 | -$11,690 | -2.50% | |
| Kingsview Wealth Management, Llc | 0.01% | 8,907 | $445,261 | $434,127 | -$11,134 | -2.50% |
Frequently asked questions about EVMO
Who owns the most EVMO stock?
The largest holders of EVMO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for EATON VANCE MORTGAGE OPP ETF (EVMO).
Is EVMO widely held by superinvestors?
Many widely followed stocks like EVMO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EVMO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.