EVMO

Eaton Vance Mortgage Opp ETFETF$49.88 0.44%
UnclassifiedUSCUSIP 61774R767· EOD Aug 4, 2026◍ Confluence graph
Tracked 13F Holders
51
-26 QoQ
13F Value (tracked)
$609.3M
13F Moves · latest Q
11 added
8 trimmed
Recent Filings
0

Price & smart-money activity

$49.88 0.44%1Y -0.4%
$49.44$49.94$50.44$50.94$51.44Aug 2025OctDecMar 2026MayAug12153101179
Hover for who · click for detailEnd-of-day closing prices52w $49.58 – $51.30

Who owns EVMO?

51 tracked 13F filers

51 tracked 13F filers disclose a position in EVMO as of the latest SEC 13F filings, a combined $609.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$234.9M
4.7M
−0.4%
Reduced · −17K sh
Q1 2026
2LPL Financial LLC
$109.3M
2.2M
+12%
Added · +236K sh
Q1 2026
3Bensler, LLC
$47.1M
942K
+11%
Added · +95K sh
Q2 2026
4KESTRA PRIVATE WEALTH SERVICES, LLC
$36.0M
720K
−1.3%
Reduced · −10K sh
Q2 2026
5RAYMOND JAMES FINANCIAL INC
$26.4M
524K
+42%
Added · +156K sh
Q1 2026
6UBS Group AG
$20.8M
413K
+48%
Added · +134K sh
Q1 2026
7WELLS FARGO & COMPANY/MN
$18.7M
371K
+227%
Added · +257K sh
Q1 2026
8Hennion & Walsh Asset Management, Inc.
$10.4M
208K
+5.8%
Added · +11K sh
Q2 2026
9Berkeley, Inc
$9.5M
190K
−6.8%
Reduced · −14K sh
Q2 2026
10Bleakley Financial Group, LLC
$9.0M
180K
+3.4%
Added · +6K sh
Q2 2026
11U.S. Capital Wealth Advisors, LLC
$5.9M
118K
+12%
Added · +13K sh
Q1 2026
12Brookwood Investment Group LLC
$5.8M
115K
~0%
Reduced · −36 sh
Q2 2026
13MGO ONE SEVEN LLC
$5.5M
110K
−3.0%
Reduced · −3K sh
Q2 2026
14ENVESTNET ASSET MANAGEMENT INC
$5.4M
106K
+7.6%
Added · +8K sh
Q1 2026
15TBH Global Asset Management, LLC
$5.3M
105K
+14%
Added · +13K sh
Q4 2025
16OSAIC HOLDINGS, INC.
$5.1M
102K
+3.6%
Added · +4K sh
Q1 2026
17HBW ADVISORY SERVICES LLC
$4.6M
92K
+5.0%
Added · +4K sh
Q2 2026
18IFP Advisors, Inc
$4.5M
90K
+5.3%
Added · +5K sh
Q2 2026
19Atria Investments, Inc
$4.4M
89K
+37%
Added · +24K sh
Q2 2026
20Eagle Bay Advisors LLC
$4.4M
88K
+37%
Added · +24K sh
Q2 2026
21NORTHEAST PLANNING ASSOCIATES, INC. / NH /
$3.9M
84K
−50%
Reduced · −83K sh
Q2 2026
22CITADEL ADVISORS LLC
$3.8M
75K
New
+75K sh
Q1 2026
23NewEdge Advisors, LLC
$3.7M
73K
+78%
Added · +32K sh
Q1 2026
24COMMONWEALTH EQUITY SERVICES, LLC
$3.7M
73K
−73%
Reduced · −199K sh
Q1 2026
25Certified Advisory Corp
$2.9M
57K
+25%
Added · +11K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is EVMO being bought or sold by institutions?

Last quarter, 2 funds opened a new position in EVMO and 9 added to an existing one, while 8 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
9
funds
Reduced
8
funds
Exited
0
funds

Funds that own EVMO also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV20 funds$4.1B
APPLE INCAAPL20 funds$2.9B
ALPHABET INC-CL AGOOGL20 funds$1.5B
NVIDIA CORPNVDA19 funds$4.9B
AMAZON.COM INCAMZN19 funds$2.5B
MICROSOFT CORPMSFT19 funds$1.9B
MICRON TECHNOLOGY INCMU19 funds$1.9B
SS SPDR S&P 500 ETF TRUST-USSPY19 funds$1.1B
TESLA INCTSLA19 funds$1.1B
ORACLE CORPORCL19 funds$447.0M
BROADCOM INCAVGO18 funds$1.6B
META PLATFORMS INC-CLASS AMETA18 funds$1.4B

Ranked by how many of EVMO's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

26 funds-16 since Q3 2025
02652Q3 2025Q4 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $148.6M

Share classes

Class13F holdersValue held
EVTRmc145 funds$4.0B
EVSMmc85 funds$395.7M
CVIEFUND76 funds$281.8M
CVLCFUND68 funds$533.3M
EVSDmc65 funds$781.2M
XAGGmc59 funds$530.7M
EVMOthis pagemc51 funds$609.3M
EVLNmc47 funds$1.2B

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for EVMO

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Ask your agent what changed in EVMO

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/EVMO/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for EVMO.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for EVMO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.