EATON VANCE MORTGAGE OPP ETF EVMO
$50.06
+0.2% 52w: $47.72 – $50.30
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data47.7249.0150.30
Aug 4, 2025 Jul 2, 2026
Institutional holders
66
+7 QoQ
13F value
$648.8M
+9.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns EVMO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 4.7M | $234.9M | 0.0% | -0.4% |
| LPL Financial LLC | Bank broker | 2.2M | $109.3M | 0.0% | +12.2% |
| Bensler, LLC | Other | 846.7K | $42.6M | 4.4% | +19.8% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 729.3K | $36.7M | 0.5% | +2.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 524.4K | $26.4M | 0.0% | +42.4% |
| UBS Group AG | Bank broker | 413.1K | $20.8M | 0.0% | +48.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 370.8K | $18.7M | 0.0% | +226.6% |
| Berkeley, Inc | Wealth advisor | 203.4K | $10.2M | 3.4% | -35.3% |
| Hennion & Walsh Asset Management, Inc. | Other | 196.8K | $9.9M | 0.3% | +3.0% |
| Kraft, Davis & Associates, LLC | Wealth advisor | 178.3K | $9.0M | 1.9% | -1.2% |
| Bleakley Financial Group, LLC | Wealth advisor | 173.7K | $8.7M | 0.1% | -7.6% |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | Wealth advisor | 167.3K | $8.4M | 5.7% | New |
| Janney Montgomery Scott LLC | Diversified mechanical | 131.7K | $6.6M | 0.0% | +1.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 131.6K | $6.6M | 0.0% | +9.7% |
| U.S. Capital Wealth Advisors, LLC | Other | 117.8K | $5.9M | 0.1% | +12.1% |
| Brookwood Investment Group LLC | Wealth advisor | 115.3K | $5.8M | 0.7% | -50.8% |
| MGO ONE SEVEN LLC | Wealth advisor | 113.4K | $5.7M | 0.1% | +1199.8% |
| American National Bank of Texas | Wealth advisor | 107.1K | $5.4M | 5.1% | -2.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 106.4K | $5.4M | 0.0% | +7.6% |
| TBH Global Asset Management, LLC | Other | 106.5K | $5.3M | 1.1% | +1.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 101.6K | $5.1M | 0.0% | +3.6% |
| Gateway Wealth Partners, LLC | Wealth advisor | 95.5K | $4.8M | 0.2% | +90.0% |
| HBW ADVISORY SERVICES LLC | Wealth advisor | 87.2K | $4.4M | 0.5% | -1.4% |
| IFP Advisors, Inc | Wealth advisor | 85.1K | $4.3M | 0.1% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 75.0K | $3.8M | 0.0% | New |
| NewEdge Advisors, LLC | Diversified mechanical | 73.4K | $3.7M | 0.0% | +78.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 73.2K | $3.7M | 0.0% | -73.1% |
| Eagle Bay Advisors LLC | Other | 64.7K | $3.3M | 2.9% | -1.5% |
| Atria Investments, Inc | Wealth advisor | 64.7K | $3.3M | 0.0% | -1.5% |
| Investor's Fiduciary Advisor Network, LLC | Wealth advisor | 58.8K | $3.0M | 0.9% | +23.3% |
| JANE STREET GROUP, LLC | Market maker | 55.0K | $2.8M | 0.0% | New |
| Certified Advisory Corp | Wealth advisor | 45.9K | $2.3M | 0.2% | +7.6% |
| Elyxium Wealth, LLC | Other | 42.0K | $2.1M | 0.7% | +34.1% |
| Thrivent Financial for Lutherans | Diversified mechanical | 40.1K | $2.0M | 0.0% | +378.0% |
| HRT FINANCIAL LP | Diversified mechanical | 38.8K | $2.0M | 0.0% | New |
| JPMORGAN CHASE & CO | Bank broker | 35.3K | $1.8M | 0.0% | +7.5% |
| WEALTHSPAN PARTNERS, LLC | Wealth advisor | 30.3K | $1.5M | 0.5% | +6.1% |
| Cetera Investment Advisers | Wealth advisor | 27.9K | $1.4M | 0.0% | -21.8% |
| ALPS ADVISORS INC | Diversified mechanical | 22.7K | $1.1M | 0.0% | New |
| Atlas Wealth LLC | Other | 22.3K | $1.1M | 0.3% | -7.4% |
| Chicago Partners Investment Group LLC | Wealth advisor | 19.3K | $974K | 0.0% | +30.1% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 18.9K | $951K | 0.0% | -3.9% |
| OPTIMA CAPITAL LLC | Wealth advisor | 15.8K | $794K | 0.4% | -1.0% |
| PRIVATE TRUST CO NA | Diversified mechanical | 14.3K | $718K | 0.1% | Held |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 13.8K | $695K | 0.0% | +103.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 10.3K | $520K | 0.0% | +52.4% |
| Prospera Financial Services Inc | Diversified mechanical | 10.0K | $502K | 0.0% | -2.0% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 9.8K | $494K | 0.0% | -2.0% |
| Kingsview Wealth Management, LLC | Wealth advisor | 9.6K | $482K | 0.0% | -1.0% |
| ProCore Advisors, LLC | Other | 9.5K | $480K | 0.7% | -7.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.