Eaton Vance Mortgage Opp ETFEVMO ETF 13F holders, Q3 2025 (September 30) 50 holders
1 famous investor
$50.55 avg. 13F price*
At the end of Q3 2025 , 50 institutions reported holding Eaton Vance Mortgage Opp ETF (EVMO) in their 13F filings. The largest holders were Morgan Stanley ($216.1M), LPL Financial LLC ($84.7M) and Kestra Private Wealth Services, LLC ($35.6M). 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 (Q3 2025)
CUSIP 61774R767
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q3 2025 Institutions Total Value New Positions 50 $517.4M Exits 0 $0
Ownership 50 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Morgan Stanley 0.01% New 4,274,774 $216.1M LPL Financial LLC 0.02% New 1,675,285 $84.7M Kestra Private Wealth Services, LLC 0.47% New 703,736 $35.6M Bensler, LLC 3.32% New 631,521 $31.9M Commonwealth Equity Services, LLC 0.03% New 405,955 $20.5M Raymond James Financial Inc. 0.01% New 327,368 $16.5M Berkeley, Inc 5.09% New 313,076 $15.8M UBS Group AG 0.00% New 290,982 $14.7M Brookwood Investment Group LLC 1.49% New 228,128 $11.5M Kraft, Davis & Associates, LLC 2.24% New 182,046 $9.2M Hennion & Walsh Asset Management, Inc. 0.33% New 180,822 $9.1M Cambridge Investment Research Advisors, Inc. 0.02% New 108,611 $5.5M Envestnet Asset Management Inc. 0.00% New 102,265 $5.2M TBH Global Asset Management, LLC 0.91% New 91,772 $4.6M HBW Advisory Services LLC 0.46% New 80,154 $4.1M Corient Private Wealth LP 0.01% New 75,066 $3.8M Atria Investments, Inc 0.04% New 63,938 $3.2M Rede Wealth, LLC 2.54% New 63,666 $3.2M Eagle Bay Advisors LLC 2.54% New 63,666 $3.2M Osaic Holdings, Inc. 0.00% New 49,507 $2.5M Cetera Investment Advisers 0.00% New 43,074 $2.2M Goldman Sachs Group Inc. 0.00% New 38,654 $2.0M JPMorgan Chase & Co. 0.00% New 32,208 $1.6M Atlas Wealth LLC 0.63% New 29,146 $1.5M U.S. Capital Wealth Advisors, LLC 0.04% New 28,750 $1.5M Citadel Advisors 0.00% New 25,064 $1.3M Investor's Fiduciary Advisor Network, LLC 0.33% New 19,540 $987K Wells Fargo & Company 0.00% New 14,434 $730K Thoroughbred Financial Services, LLC 0.04% New 12,394 $626K Kingsview Wealth Management, LLC 0.01% New 10,073 $509K Truist Financial Corp. 0.00% New 9,520 $481K Private Trust Co. NA 0.04% New 8,705 $440K IFG Advisory, LLC 0.02% New 8,187 $414K Prospera Financial Services Inc 0.01% New 7,937 $401K MML Investors Services, LLC 0.00% New 7,239 $366K Chicago Partners Investment Group LLC 0.01% New 5,713 $291K Foresight Capital Management Advisors, Inc. 0.16% New 5,740 $290K Kestra Advisory Services, LLC 0.00% New 4,342 $219K Principal Securities, Inc. 0.00% New 4,199 $212K Measured Wealth Private Client Group, LLC 0.04% New 3,143 $159K Comerica Bank 0.00% New 2,642 $134K Royal Bank of Canada 0.00% New 1,112 $56K Rockefeller Capital Management L.P. 0.00% New 726 $37K Activest Wealth Management 0.00% New 340 $17K Kozak & Associates, Inc. 0.00% New 305 $15K Northwestern Mutual Wealth Management Co. 0.00% New 191 $10K Cwm, LLC 0.00% New 148 $7K Highline Wealth Partners LLC 0.00% New 115 $6K Costello Asset Management, INC 0.00% New 60 $3K MAI Capital Management 0.00% New 16 $809
"% 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.