Eaton Vance Mortgage Opp ETFEVMOETF
13F holders, Q4 2025 (December 31)59holders +9
14new positions
6sold out
$50.74avg. 13F price*
At the end of Q4 2025, 59 institutions reported holding Eaton Vance Mortgage Opp ETF (EVMO) in their 13F filings, up 9 from Q3 2025. 14 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($237.7M), LPL Financial LLC ($98.2M) and Kestra Private Wealth Services, LLC ($36.3M).
- Company
- Eaton Vance Mortgage Opp ETF
- Filed as
- MORGAN STANLEY ETF TRUST (Q4 2025)
- CUSIP
- 61774R767
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $34.2M |
| Exits | 6 | $8.5M |
All 13F filers, Q3 2025 → Q4 2025: 1,813,021 shares bought and 375,158 shares sold, net +1,437,863 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Morgan Stanley | 0.01% | Add +9.6% | 4,685,999 | $237.7M |
| LPL Financial LLC | 0.03% | Add +15.5% | 1,935,015 | $98.2M |
| Kestra Private Wealth Services, LLC | 0.45% | Add +1.5% | 714,503 | $36.3M |
| Bensler, LLC | 3.59% | Add +12.0% | 707,053 | $35.9M |
| Raymond James Financial Inc. | 0.01% | Add +12.5% | 368,336 | $18.7M |
| Berkeley, Inc | 5.07% | Add +0.4% | 314,208 | $15.9M |
| UBS Group AG | 0.00% | Reduce -4.1% | 278,966 | $14.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -32.9% | 272,605 | $13.8M |
| Brookwood Investment Group LLC | 1.43% | Add +2.7% | 234,350 | $11.9M |
| Hennion & Walsh Asset Management, Inc. | 0.33% | Add +5.7% | 191,093 | $9.7M |
| Bleakley Financial Group, LLC | 0.17% | New | 187,911 | $9.5M |
| Kraft, Davis & Associates, LLC | 2.06% | Reduce -0.8% | 180,528 | $9.2M |
| Janney Montgomery Scott LLC | 0.02% | New | 129,599 | $6.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +10.4% | 119,945 | $6.1M |
| Wells Fargo & Company | 0.00% | Add +686.7% | 113,554 | $5.8M |
| American National Bank of Texas | 5.37% | New | 110,169 | $5.6M |
| U.S. Capital Wealth Advisors, LLC | 0.14% | Add +265.5% | 105,083 | $5.3M |
| TBH Global Asset Management, LLC | 0.89% | Add +14.4% | 104,983 | $5.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.3% | 98,906 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Add +98.0% | 98,008 | $5.0M |
| HBW Advisory Services LLC | 0.49% | Add +10.3% | 88,412 | $4.5M |
| Eagle Bay Advisors LLC | 2.43% | Add +3.1% | 65,628 | $3.3M |
| Atria Investments, Inc | 0.04% | Add +2.6% | 65,628 | $3.3M |
| Gateway Wealth Partners, LLC | 0.28% | New | 50,252 | $2.5M |
| Investor's Fiduciary Advisor Network, LLC | 0.52% | Add +144.2% | 47,710 | $2.4M |
| Certified Advisory Corp | 0.20% | New | 42,658 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | New | 41,186 | $2.1M |
| Cetera Investment Advisers | 0.00% | Reduce -17.2% | 35,652 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Add +1.8% | 32,802 | $1.7M |
| Elyxium Wealth, LLC | 0.44% | New | 31,348 | $1.6M |
| Wealthspan Partners, LLC | 0.53% | New | 28,529 | $1.4M |
| Atlas Wealth LLC | 0.49% | Reduce -17.2% | 24,125 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.04% | New | 19,668 | $998K |
| Optima Capital LLC | 0.35% | New | 15,941 | $809K |
| Chicago Partners Investment Group LLC | 0.02% | Add +158.9% | 14,792 | $752K |
| Private Trust Co. NA | 0.06% | Add +63.9% | 14,263 | $724K |
| Foresight Capital Management Advisors, Inc. | 0.32% | Add +101.4% | 11,562 | $587K |
| ProCore Advisors, LLC | 0.53% | — | 10,277 | $521K |
| Prospera Financial Services Inc | 0.01% | Add +28.2% | 10,175 | $516K |
| Truist Financial Corp. | 0.00% | Add +5.2% | 10,011 | $508K |
| IFG Advisory, LLC | 0.02% | Add +21.4% | 9,939 | $504K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -3.9% | 9,681 | $491K |
| Mgo One Seven LLC | 0.01% | New | 8,723 | $443K |
| Thrivent Financial for Lutherans | 0.00% | New | 8,386 | $425K |
| MML Investors Services, LLC | 0.00% | Reduce -6.1% | 6,795 | $345K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3452.4% | 6,785 | $344K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -50.3% | 6,163 | $312K |
| Kestra Advisory Services, LLC | 0.00% | Add +19.3% | 5,181 | $263K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -89.3% | 4,116 | $209K |
| Comerica Bank | 0.00% | Add +22.7% | 3,241 | $164K |
| Royal Bank of Canada | 0.00% | Add +33.8% | 1,488 | $75K |
| Measured Wealth Private Client Group, LLC | 0.01% | Reduce -67.8% | 1,013 | $51K |
| Activest Wealth Management | 0.00% | No change | 340 | $17K |
| Kozak & Associates, Inc. | 0.00% | No change | 305 | $16K |
| Cwm, LLC | 0.00% | No change | 148 | $8K |
| Bank of America Corp. | 0.00% | New | 140 | $7K |
| Costello Asset Management, INC | 0.00% | Add +110.0% | 126 | $6K |
| Highline Wealth Partners LLC | 0.00% | Add +1.7% | 117 | $6K |
| Global Wealth Strategies & Associates | 0.00% | New | 75 | $4K |
"% 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.