Who owns EVMO?
Eaton Vance Mortgage Opportunities ETF · Eaton Vance
69 institutions reported holding EVMO, worth $659.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of EVMO
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $241.3M | 4,826,613 | +157,751 shares |
| LPL Financial LLC | Fort Mill, SC | $108.5M | 2,170,003 | −1,422 shares |
| Bensler, LLC | Bellevue, WA | $47.1M | 941,741 | +95,012 shares |
| Kestra Private Wealth Services, LLC | Austin, TX | $36.0M | 719,818 | −9,508 shares |
| UBS Group AG | Zurich, Switzerland | $32.0M | 641,079 | +227,984 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $22.3M | 446,019 | −78,331 shares |
| Wells Fargo & Company | San Francisco, CA | $18.1M | 362,106 | −8,710 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $13.6M | 271,334 | +139,745 shares |
| Hennion & Walsh Asset Management, Inc. | Parsippany, NJ | $10.4M | 208,147 | +11,384 shares |
| Berkeley, Inc | Boise, ID | $9.5M | 189,627 | −13,778 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns EVMO?
69 institutional managers reported holding EVMO in Form 13F filings for June 30, 2026, worth $659.6M in total. The largest reported position was held by Morgan Stanley, at $241.3M.
Did institutions buy or sell EVMO last quarter?
Reported 13F value rose 3.2% from March 31, 2026, which includes price moves as well as buying and selling. 14 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is EVMO ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.