Eaton Vance Mortgage Opp ETFEVMOETF
13F holders, Q1 2026 (March 31)66holders +7
12new positions
4sold out
1famous investor
$50.32avg. 13F price*
At the end of Q1 2026, 66 institutions reported holding Eaton Vance Mortgage Opp ETF (EVMO) in their 13F filings, up 7 from Q4 2025. 12 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($234.9M), LPL Financial LLC ($109.3M) and Bensler, LLC ($42.6M). 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 (Q1 2026)
- CUSIP
- 61774R767
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $24.1M |
| Exits | 4 | $1.3M |
All 13F filers, Q4 2025 → Q1 2026: 1,719,795 shares bought and 506,834 shares sold, net +1,212,961 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| Morgan Stanley | 0.01% | Reduce -0.4% | 4,668,862 | $234.9M |
| LPL Financial LLC | 0.03% | Add +12.2% | 2,171,425 | $109.3M |
| Bensler, LLC | 4.40% | Add +19.8% | 846,729 | $42.6M |
| Kestra Private Wealth Services, LLC | 0.45% | Add +2.1% | 729,326 | $36.7M |
| Raymond James Financial Inc. | 0.01% | Add +42.4% | 524,350 | $26.4M |
| UBS Group AG | 0.00% | Add +48.1% | 413,095 | $20.8M |
| Wells Fargo & Company | 0.00% | Add +226.6% | 370,816 | $18.7M |
| Berkeley, Inc | 3.43% | Reduce -35.3% | 203,405 | $10.2M |
| Hennion & Walsh Asset Management, Inc. | 0.33% | Add +3.0% | 196,763 | $9.9M |
| Kraft, Davis & Associates, LLC | 1.91% | Reduce -1.2% | 178,309 | $9.0M |
| Bleakley Financial Group, LLC | 0.14% | Reduce -7.6% | 173,685 | $8.7M |
| Northeast Planning Associates, Inc. / NH / | 5.65% | New | 167,258 | $8.4M |
| Janney Montgomery Scott LLC | 0.02% | Add +1.6% | 131,654 | $6.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +9.7% | 131,589 | $6.6M |
| U.S. Capital Wealth Advisors, LLC | 0.15% | Add +12.1% | 117,823 | $5.9M |
| Brookwood Investment Group LLC | 0.74% | Reduce -50.8% | 115,319 | $5.8M |
| Mgo One Seven LLC | 0.11% | Add +1199.8% | 113,385 | $5.7M |
| American National Bank of Texas | 5.14% | Reduce -2.8% | 107,116 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.6% | 106,416 | $5.4M |
| TBH Global Asset Management, LLC | 1.07% | Add +1.5% | 106,521 | $5.3M |
| Osaic Holdings, Inc. | 0.01% | Add +3.6% | 101,568 | $5.1M |
| Gateway Wealth Partners, LLC | 0.19% | Add +90.0% | 95,492 | $4.8M |
| HBW Advisory Services LLC | 0.46% | Reduce -1.4% | 87,184 | $4.4M |
| IFP Advisors, Inc | 0.09% | New | 85,091 | $4.3M |
| Citadel Advisors | 0.00% | New | 74,966 | $3.8M |
| NewEdge Advisors, LLC | 0.01% | Add +78.3% | 73,435 | $3.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -73.2% | 73,201 | $3.7M |
| Eagle Bay Advisors LLC | 2.88% | Reduce -1.5% | 64,670 | $3.3M |
| Atria Investments, Inc | 0.04% | Reduce -1.5% | 64,670 | $3.3M |
| Investor's Fiduciary Advisor Network, LLC | 0.91% | Add +23.3% | 58,816 | $3.0M |
| Jane Street Group, LLC | 0.00% | New | 54,978 | $2.8M |
| Certified Advisory Corp | 0.21% | Add +7.6% | 45,903 | $2.3M |
| Elyxium Wealth, LLC | 0.68% | Add +34.1% | 42,035 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +378.0% | 40,088 | $2.0M |
| HRT Financial LP | 0.00% | New | 38,814 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Add +7.5% | 35,258 | $1.8M |
| Wealthspan Partners, LLC | 0.54% | Add +6.1% | 30,258 | $1.5M |
| Cetera Investment Advisers | 0.00% | Reduce -21.8% | 27,887 | $1.4M |
| Alps Advisors Inc. | 0.01% | New | 22,680 | $1.1M |
| Atlas Wealth LLC | 0.45% | Reduce -7.4% | 22,332 | $1.1M |
| Chicago Partners Investment Group LLC | 0.02% | Add +30.1% | 19,250 | $974K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -3.9% | 18,900 | $951K |
| Optima Capital LLC | 0.37% | Reduce -1.0% | 15,782 | $794K |
| Private Trust Co. NA | 0.06% | No change | 14,263 | $718K |
| MML Investors Services, LLC | 0.00% | Add +103.2% | 13,804 | $695K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +52.4% | 10,338 | $520K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.0% | 9,971 | $502K |
| Truist Financial Corp. | 0.00% | Reduce -2.0% | 9,811 | $494K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -1.0% | 9,582 | $482K |
| ProCore Advisors, LLC | 0.74% | Reduce -7.2% | 9,535 | $480K |
| Equitable Holdings, Inc. | 0.00% | New | 9,091 | $457K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,950 | $350K |
| Flow Traders U.S. LLC | 0.01% | New | 6,897 | $347K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 6,163 | $310K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.8% | 5,328 | $268K |
| Principal Securities, Inc. | 0.00% | New | 4,537 | $228K |
| Independent Advisor Alliance | 0.00% | New | 4,166 | $210K |
| Fifth Third Bancorp | 0.00% | New | 3,091 | $156K |
| Royal Bank of Canada | 0.00% | Reduce -17.8% | 1,223 | $62K |
| Measured Wealth Private Client Group, LLC | 0.01% | Reduce -4.2% | 971 | $49K |
| Activest Wealth Management | 0.00% | No change | 340 | $17K |
| Kozak & Associates, Inc. | 0.00% | No change | 305 | $15K |
| Cwm, LLC | 0.00% | No change | 148 | $7K |
| Costello Asset Management, INC | 0.00% | Add +0.8% | 127 | $6K |
| Highline Wealth Partners LLC | 0.00% | Add +0.8% | 118 | $6K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -30.7% | 52 | $3K |
"% 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.