13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
EVMO

EATON VANCE MORTGAGE OPPORTUNITIES ETF

65 institutions still hold EATON VANCE MORTGAGE OPPORTUNITIES ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 61774R767·65 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.8%
vs prior quarter
13F value held
$579M
52.0% inst. owned
of float
Holders
65
-10 QoQ
filers reporting
Activity
+72 / −81
+934 added · −879 reduced
this quarter
Concentration
40.57%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

65 institutions reported EVMO in Q1 2026. MORGAN STANLEY leads at 40.6% of the visible book. -10 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$235M4.7M0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$109M2.2M0.03%Q1 202603
Bensler, LLC
CIK 0001965941
$43M847K4.40%Q1 202604
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$37M729K0.45%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$26M524K0.01%Q1 202606
UBS Group AG
CIK 0001610520
$21M413K0.00%Q1 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$19M371K0.00%Q1 202608
Berkeley, Inc
CIK 0002051965
$10M203K3.43%Q1 202609
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$10M197K0.33%Q1 202610
Kraft, Davis & Associates, LLC
CIK 0001919438
$9M178K1.91%Q1 202611
Bleakley Financial Group, LLC
CIK 0001936953
$9M174K0.14%Q1 202612
NORTHEAST PLANNING ASSOCIATES, INC. / NH /
CIK 0001914515
$8M167K5.65%Q1 202613
U.S. Capital Wealth Advisors, LLC
CIK 0001808915
$6M118K0.15%Q1 202614
Brookwood Investment Group LLC
CIK 0002066812
$6M115K0.72%Q1 202615
MGO ONE SEVEN LLC
CIK 0001731444
$6M113K0.11%Q1 202616
American National Bank of Texas
CIK 0002086953
$5M107K5.14%Q1 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M106K0.00%Q1 202618
TBH Global Asset Management, LLC
CIK 0001787125
$5M107K1.07%Q1 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M102K0.01%Q1 202620
Gateway Wealth Partners, LLC
CIK 0001966037
$5M95K0.19%Q1 2026
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