13F Insight
DOSSIER · 13F Holders · Q2 2026
EVMO

EATON VANCE MORTGAGE OPPORTUNITIES ETF

73 institutions still hold EATON VANCE MORTGAGE OPPORTUNITIES ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 61774R767·73 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$590M
visible holders
Holders
73
filers reporting
Concentration
40.88%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

73 institutions reported EVMO in Q2 2026. MORGAN STANLEY leads at 40.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$241M4.8M0.01%Q2 202602
LPL Financial LLC
CIK 0001403438
$108M2.2M0.02%Q2 202603
Bensler, LLC
CIK 0001965941
$47M942K4.16%Q2 202604
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$36M720K0.40%Q2 202605
UBS Group AG
CIK 0001610520
$32M641K0.00%Q2 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$22M446K0.01%Q2 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$18M362K0.00%Q2 202608
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$10M208K0.30%Q2 202609
Berkeley, Inc
CIK 0002051965
$9M190K2.97%Q2 202610
Bleakley Financial Group, LLC
CIK 0001936953
$9M180K0.11%Q2 202611
Janney Montgomery Scott LLC
CIK 0001329948
$7M132K0.02%Q1 202612
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$7M132K0.02%Q1 202613
Arax Advisory Partners
CIK 0001586767
$6M123K0.04%Q2 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
$5M110K0.09%Q2 202617
American National Bank of Texas
CIK 0002086953
$5M110K5.00%Q2 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M101K0.00%Q2 202619
HBW ADVISORY SERVICES LLC
CIK 0001790525
$5M92K0.41%Q2 202620
IFP Advisors, Inc
CIK 0001641866
$4M90K0.08%Q2 2026
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