13F Insight
DOSSIER · 13F Holders · Q1 2026
EVMO

EATON VANCE MORTGAGE OPPORTUNITIES ETF

63 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 61774R767·63 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$579M
visible holders
Holders
63
filers reporting
Concentration
40.58%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

63 institutions reported EVMO in Q1 2026. MORGAN STANLEY leads at 40.6% of the visible book.

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
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$10M208K0.30%Q2 202609
Berkeley, Inc
CIK 0002051965
$10M203K3.43%Q1 202610
Bleakley Financial Group, LLC
CIK 0001936953
$9M174K0.14%Q1 202611
NORTHEAST PLANNING ASSOCIATES, INC. / NH /
CIK 0001914515
$8M167K5.65%Q1 202612
Janney Montgomery Scott LLC
CIK 0001329948
$7M132K0.02%Q1 202613
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$7M132K0.02%Q1 202614
U.S. Capital Wealth Advisors, LLC
CIK 0001808915
$6M118K0.15%Q1 202615
Brookwood Investment Group LLC
CIK 0002066812
$6M115K0.65%Q2 202616
MGO ONE SEVEN LLC
CIK 0001731444
$6M113K0.11%Q1 202617
American National Bank of Texas
CIK 0002086953
$5M107K5.14%Q1 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M106K0.00%Q1 202619
TBH Global Asset Management, LLC
CIK 0001787125
$5M107K1.07%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M102K0.01%Q1 2026
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