EVMO Institutional Ownership & Shareholders
EATON VANCE MORTGAGE OPP ETF (EVMO) is currently held by 64 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $650.80M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $235.78M, representing an estimated loss of -2.28% 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
64
Total Reported Value
$650.80M
Largest Holder
Morgan Stanley
Largest Position
$241.28M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
79
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 | $235,780,045 | -$5,502,352 | -2.28% | |
| Lpl Financial Llc | 0.02% | 2,170,003 | $108,478,429 | $106,004,647 | -$2,473,782 | -2.28% | |
| Bensler, Llc | 4.16% | 941,741 | $47,077,625 | $46,004,048 | -$1,073,577 | -2.28% | |
| Kestra Private Wealth Services, Llc | 0.35% | 686,096 | $32,898,299 | $33,515,790 | +$617,491 | +1.88% | |
| Ubs Group Ag | 0.01% | 641,079 | $32,047,539 | $31,316,709 | -$730,830 | -2.28% | |
| Raymond James Financial Inc | 0.01% | 446,019 | $22,296,490 | $21,788,028 | -$508,462 | -2.28% | |
| Wells Fargo & Company/Mn | 0.00% | 362,106 | $18,101,657 | $17,688,878 | -$412,779 | -2.28% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 273,239 | $13,194,711 | $13,347,725 | +$153,014 | +1.16% | |
| Hennion & Walsh Asset Management, Inc. | 0.31% | 223,041 | $10,694,820 | $10,895,553 | +$200,733 | +1.88% | |
| Berkeley, Inc | 2.77% | 187,622 | $8,996,481 | $9,165,335 | +$168,854 | +1.88% | |
| Bleakley Financial Group, Llc | 0.11% | 179,602 | $8,978,288 | $8,773,558 | -$204,730 | -2.28% | |
| Citadel Advisors Llc | 0.00% | 168,275 | $8,412,067 | $8,220,234 | -$191,833 | -2.28% | |
| Janney Montgomery Scott Llc | 0.01% | 143,930 | $7,195,000 | $7,030,981 | -$164,020 | -2.28% | |
| Arax Advisory Partners | 0.04% | 122,788 | $6,138,172 | $5,998,194 | -$139,978 | -2.28% | |
| U.S. Capital Wealth Advisors, Llc | 0.15% | 117,823 | $5,928,853 | $5,755,654 | -$173,199 | -2.92% | |
| Brookwood Investment Group Llc | 0.67% | 115,283 | $5,762,997 | $5,631,575 | -$131,422 | -2.28% | |
| American National Bank Of Texas | 4.95% | 112,993 | $5,418,014 | $5,519,708 | +$101,694 | +1.88% | |
| Envestnet Asset Management Inc | 0.00% | 100,596 | $5,028,791 | $4,914,115 | -$114,676 | -2.28% | |
| Ifp Advisors, Inc | 0.08% | 95,843 | $4,595,672 | $4,681,931 | +$86,259 | +1.88% | |
| Eagle Bay Advisors Llc | 3.26% | 92,805 | $4,469,358 | $4,533,524 | +$64,166 | +1.44% | |
| Atria Investments, Inc | 0.04% | 92,744 | $4,447,060 | $4,530,544 | +$83,484 | +1.88% | |
| Newedge Advisors, Llc | 0.01% | 88,265 | $4,412,380 | $4,311,745 | -$100,635 | -2.28% | |
| Hbw Advisory Services Llc | 0.43% | 90,690 | $4,348,569 | $4,430,207 | +$81,638 | +1.88% | |
| Northeast Planning Associates, Inc. / Nh / | 2.95% | 84,161 | $3,941,410 | $4,111,265 | +$169,855 | +4.31% | |
| Osaic Holdings, Inc. | 0.00% | 66,657 | $3,332,097 | $3,256,194 | -$75,903 | -2.28% | |
| Investor'S Fiduciary Advisor Network, Llc | 1.06% | 62,215 | $3,110,000 | $3,039,203 | -$70,797 | -2.28% | |
| Tbh Global Asset Management, Llc | 0.48% | 52,713 | $2,635,133 | $2,575,030 | -$60,103 | -2.28% | |
| Jane Street Group, Llc | 0.00% | 44,984 | $2,248,750 | $2,197,468 | -$51,282 | -2.28% | |
| Elyxium Wealth, Llc | 0.22% | 46,308 | $2,220,462 | $2,262,146 | +$41,684 | +1.88% | |
| Commonwealth Equity Services, Llc | 0.00% | 46,025 | $2,206,880 | $2,248,321 | +$41,441 | +1.88% | |
| Jpmorgan Chase & Co | 0.00% | 43,604 | $2,194,153 | $2,130,055 | -$64,098 | -2.92% | |
| Thrivent Financial For Lutherans | 0.00% | 42,056 | $2,102,000 | $2,054,436 | -$47,564 | -2.26% | |
| Wealthspan Partners, Llc | 0.49% | 30,784 | $1,538,870 | $1,503,798 | -$35,072 | -2.28% | |
| Goldman Sachs Group Inc | 0.00% | 30,202 | $1,509,798 | $1,475,368 | -$34,430 | -2.28% | |
| Cetera Investment Advisers | 0.00% | 27,276 | $1,363,535 | $1,332,433 | -$31,102 | -2.28% | |
| Savvy Advisors, Inc. | 0.02% | 22,878 | $1,143,671 | $1,117,590 | -$26,081 | -2.28% | |
| Alps Advisors Inc | 0.01% | 22,460 | $1,122,775 | $1,097,171 | -$25,604 | -2.28% | |
| Mml Investors Services, Llc | 0.00% | 21,686 | $1,084,072 | $1,059,361 | -$24,711 | -2.28% | |
| Chicago Partners Investment Group Llc | 0.02% | 19,051 | $931,385 | $930,641 | -$744 | -0.08% | |
| Gladstone Institutional Advisory Llc | 0.03% | 18,021 | $900,886 | $880,326 | -$20,560 | -2.28% | |
| Atlas Wealth Llc | 0.11% | 15,484 | $774,045 | $756,393 | -$17,652 | -2.28% | |
| Kraft, Davis & Associates, Llc | 0.12% | 12,057 | $585,037 | $588,984 | +$3,947 | +0.67% | |
| Private Trust Co Na | 0.04% | 11,925 | $571,804 | $582,536 | +$10,732 | +1.88% | |
| Ifg Advisory, Llc | 0.02% | 10,289 | $514,346 | $502,618 | -$11,728 | -2.28% | |
| Prospera Financial Services Inc | 0.01% | 9,971 | $498,438 | $487,083 | -$11,355 | -2.28% | |
| Truist Financial Corp | 0.00% | 10,038 | $481,319 | $490,356 | +$9,037 | +1.88% | |
| Procore Advisors, Llc | 0.55% | 9,394 | $450,457 | $458,897 | +$8,440 | +1.87% | |
| Kingsview Wealth Management, Llc | 0.01% | 8,907 | $445,261 | $435,107 | -$10,154 | -2.28% | |
| Bank Of America Corp | 0.00% | 8,844 | $442,112 | $432,029 | -$10,083 | -2.28% | |
| Equitable Holdings, Inc. | 0.00% | 8,561 | $427,988 | $418,205 | -$9,783 | -2.29% |
Frequently asked questions about EVMO
Who are the largest institutional holders of EVMO?
The largest institutional holders of EVMO reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Bensler, Llc, Kestra Private Wealth Services, Llc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported EVMO position.
What is EVMO institutional ownership?
This page tracks EVMO positions reported by institutional investment managers through SEC Form 13F. EATON VANCE MORTGAGE OPP ETF (EVMO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EVMO?
InsiderSet currently tracks 64 institutional managers reporting EVMO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EVMO shareholders.
How much EVMO stock do institutions own?
Institutional investment managers disclosed approximately $650.80M in EVMO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EVMO institutional ownership last updated?
The latest EVMO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EVMO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EVMO position after the reporting date.
Are institutions buying or selling EVMO?
Institutional buying and selling can be analyzed by comparing EVMO positions across consecutive 13F reporting periods. InsiderSet's EVMO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EVMO ownership changes.
How has EVMO institutional ownership changed over time?
InsiderSet tracks EVMO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.