Eaton Vance Mortgage Opp ETFEVMOETF
13F holders, Q2 2026 (June 30)69holders +3
12new positions
8sold out
1famous investor
$49.97avg. 13F price*
At the end of Q2 2026, 69 institutions reported holding Eaton Vance Mortgage Opp ETF (EVMO) in their 13F filings, up 3 from Q1 2026. 12 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($241.3M), LPL Financial LLC ($108.5M) and Bensler, LLC ($47.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Eaton Vance Mortgage Opp ETF
- Filed as
- MORGAN STANLEY ETF TRUST (Q2 2026)
- CUSIP
- 61774R767
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $10.7M |
| Exits | 8 | $7.6M |
All 13F filers, Q1 2026 → Q2 2026: 931,785 shares bought and 644,469 shares sold, net +287,316 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Morgan Stanley | 0.01% | Add +3.4% | 4,826,613 | $241.3M |
| LPL Financial LLC | 0.02% | Reduce -0.1% | 2,170,003 | $108.5M |
| Bensler, LLC | 4.16% | Add +11.2% | 941,741 | $47.1M |
| Kestra Private Wealth Services, LLC | 0.40% | Reduce -1.3% | 719,818 | $36.0M |
| UBS Group AG | 0.01% | Add +55.2% | 641,079 | $32.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -14.9% | 446,019 | $22.3M |
| Wells Fargo & Company | 0.00% | Reduce -2.4% | 362,106 | $18.1M |
| Hennion & Walsh Asset Management, Inc. | 0.30% | Add +5.8% | 208,147 | $10.4M |
| Berkeley, Inc | 2.97% | Reduce -6.8% | 189,627 | $9.5M |
| Bleakley Financial Group, LLC | 0.11% | Add +3.4% | 179,602 | $9.0M |
| Citadel Advisors | 0.00% | Add +124.5% | 168,275 | $8.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +9.3% | 143,930 | $7.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.1% | 135,667 | $6.8M |
| Arax Advisory Partners | 0.04% | New | 122,788 | $6.1M |
| Brookwood Investment Group LLC | 0.67% | Reduce -0.0% | 115,283 | $5.8M |
| Mgo One Seven LLC | 0.09% | Reduce -3.0% | 109,923 | $5.5M |
| American National Bank of Texas | 5.00% | Add +2.2% | 109,512 | $5.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.5% | 100,596 | $5.0M |
| HBW Advisory Services LLC | 0.41% | Add +5.0% | 91,536 | $4.6M |
| IFP Advisors, Inc | 0.08% | Add +5.3% | 89,610 | $4.5M |
| Eagle Bay Advisors LLC | 3.32% | Add +36.7% | 88,419 | $4.4M |
| Atria Investments, Inc | 0.04% | Add +37.0% | 88,590 | $4.4M |
| NewEdge Advisors, LLC | 0.01% | Add +20.2% | 88,265 | $4.4M |
| Northeast Planning Associates, Inc. / NH / | 2.95% | Reduce -49.7% | 84,161 | $3.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -34.4% | 66,657 | $3.3M |
| Investor's Fiduciary Advisor Network, LLC | 1.06% | Add +5.8% | 62,215 | $3.1M |
| Certified Advisory Corp | 0.23% | Add +25.0% | 57,386 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -23.9% | 55,690 | $2.8M |
| TBH Global Asset Management, LLC | 0.48% | Reduce -50.5% | 52,713 | $2.6M |
| Jane Street Group, LLC | 0.00% | Reduce -18.2% | 44,984 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Add +23.7% | 43,604 | $2.2M |
| Elyxium Wealth, LLC | 0.22% | Add +0.6% | 42,280 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +4.9% | 42,056 | $2.1M |
| Wealthspan Partners, LLC | 0.48% | Add +1.7% | 30,784 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | New | 30,202 | $1.5M |
| Cetera Investment Advisers | 0.00% | Reduce -2.2% | 27,276 | $1.4M |
| Savvy Advisors, Inc. | 0.02% | New | 22,878 | $1.1M |
| Alps Advisors Inc. | 0.01% | Reduce -1.0% | 22,460 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +57.1% | 21,686 | $1.1M |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -1.1% | 19,047 | $946K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -4.7% | 18,021 | $901K |
| Kraft, Davis & Associates, LLC | 0.18% | Reduce -90.3% | 17,329 | $865K |
| Private Trust Co. NA | 0.07% | Add +19.3% | 17,022 | $851K |
| Atlas Wealth LLC | 0.13% | Reduce -30.7% | 15,484 | $774K |
| Optima Capital LLC | 0.28% | Reduce -11.1% | 14,028 | $704K |
| IFG Advisory, LLC | 0.02% | New | 10,289 | $514K |
| Prospera Financial Services Inc | 0.01% | No change | 9,971 | $498K |
| Truist Financial Corp. | 0.00% | Add +0.1% | 9,818 | $491K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.1% | 9,703 | $485K |
| ProCore Advisors, LLC | 0.58% | Reduce -2.0% | 9,347 | $467K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -7.0% | 8,907 | $445K |
| Bank of America Corp. | 0.00% | New | 8,844 | $442K |
| Equitable Holdings, Inc. | 0.00% | Reduce -5.8% | 8,561 | $428K |
| Vienna Asset Management LLC | 0.25% | New | 7,116 | $356K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.1% | 6,596 | $329K |
| PFG Investments, LLC | 0.01% | New | 6,271 | $313K |
| Thoroughbred Financial Services, LLC | 0.01% | No change | 6,163 | $308K |
| Kestra Advisory Services, LLC | 0.00% | Add +9.6% | 5,839 | $292K |
| Private Advisor Group, LLC | 0.00% | New | 4,194 | $210K |
| Fifth Third Bancorp | 0.00% | Reduce -0.0% | 3,090 | $154K |
| Royal Bank of Canada | 0.00% | Add +6.4% | 1,301 | $65K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 971 | $49K |
| Planning Strategies Inc. | 0.03% | — | 863 | $43K |
| Activest Wealth Management | 0.00% | No change | 340 | $17K |
| AE Wealth Management LLC | 0.00% | New | 330 | $16K |
| Kozak & Associates, Inc. | 0.00% | No change | 305 | $15K |
| Assetmark, Inc. | 0.00% | New | 78 | $4K |
| Continuum Advisory, LLC | 0.00% | New | 76 | $4K |
| FMR LLC | 0.00% | New | 38 | $2K |
"% of holder's portfolio" is EVMO's weight in each manager's 13F, not the share of Eaton Vance Mortgage Opp ETF the manager owns.