EVMO

Eaton Vance Mortgage Opp ETF$49.88 0.46%
UnclassifiedUSCUSIP 61774R767· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
21
+6 QoQ
13F Value (tracked)
$92.8M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)7 adding · 4 trimming
Insider net (180d)$0

Price & smart-money activity

$49.88 0.46%1Y -0.4%
$49.74$50.16$50.58$51.00$51.42Aug 2025OctDecFeb 2026AprJun6774
Hover for who · click for detailEnd-of-day closing prices52w $49.85 – $51.30
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Use EVMO data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns EVMO

This stock page is the Follow view. The Build view lets your agent query EVMO owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/EVMO"
Ask your agent
Use Arkolith to show who owns EVMO,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

21 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1KESTRA PRIVATE WEALTH SERVICES, LLC
$36.7M
729K
+2.1%
Added · +15K sh
Q1 2026
2Hennion & Walsh Asset Management, Inc.
$9.9M
197K
+3.0%
Added · +6K sh
Q1 2026
3Bleakley Financial Group, LLC
$8.7M
174K
−7.6%
Reduced · −14K sh
Q1 2026
4U.S. Capital Wealth Advisors, LLC
$5.9M
118K
+12%
Added · +13K sh
Q1 2026
5MGO ONE SEVEN LLC
$5.7M
113K
13×
Added · +105K sh
Q1 2026
6Gateway Wealth Partners, LLC
$4.8M
95K
+90%
Added · +45K sh
Q1 2026
7IFP Advisors, Inc
$4.3M
85K
New
+85K sh
Q1 2026
8CITADEL ADVISORS LLC
$3.8M
75K
New
+75K sh
Q1 2026
9NewEdge Advisors, LLC
$3.7M
73K
+78%
Added · +32K sh
Q1 2026
10Atria Investments, Inc
$3.3M
65K
−1.4%
Reduced · −958 sh
Q1 2026
11ALPS ADVISORS INC
$1.1M
23K
New
+23K sh
Q1 2026
12Chicago Partners Investment Group LLC
$974K
19K
+30%
Added · +4K sh
Q1 2026
13Gladstone Institutional Advisory LLC
$951K
19K
−3.9%
Reduced · −768 sh
Q1 2026
14MML INVESTORS SERVICES, LLC
$695K
14K
+103%
Added · +7K sh
Q1 2026
15Prospera Financial Services Inc
$502K
10K
−2.0%
Reduced · −204 sh
Q1 2026
16Kingsview Wealth Management, LLC
$482K
10K
−1.0%
Reduced · −99 sh
Q1 2026
17Equitable Holdings, Inc.
$457K
9K
New
+9K sh
Q1 2026
18WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$350K
7K
+7.1%
Added · +461 sh
Q1 2026
19Kestra Advisory Services, LLC
$268K
5K
+2.8%
Added · +147 sh
Q1 2026
20PRINCIPAL SECURITIES, INC.
$228K
5K
New
+5K sh
Q1 2026
21CWM, LLC
$7K
148
Held
Q1 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.

Fund activity: latest quarter

Opened (NEW)
4
funds
Added
3
funds
Reduced
4
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

36 funds+7 since Q3 2025
01836Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $524.2M

Share classes

Class13F holdersValue held
EVTRmc89 funds$3.5B
EVSMmc59 funds$342.0M
CVIEFUND49 funds$221.9M
XAGGmc43 funds$498.1M
EVSDmc41 funds$696.6M
CVLCFUND41 funds$222.8M
EVMOthis pagemc36 funds$524.2M
EVLNmc35 funds$1.1B

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

Funds that own EVMO also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV21 funds$10.4B
NVIDIA CORPNVDA21 funds$7.6B
APPLE INCAAPL21 funds$6.3B
MICROSOFT CORPMSFT21 funds$4.9B
AMAZON.COM INCAMZN21 funds$4.9B
ALPHABET INC-CL AGOOGL21 funds$3.4B
JPMORGAN CHASE & COJPM21 funds$2.6B
BROADCOM INCAVGO21 funds$2.5B
META PLATFORMS INC-CLASS AMETA21 funds$2.5B
BERKSHIRE HATHAWAY INC-CL BBRK/B21 funds$2.4B
ISHARES CORE U.S. AGGREGATEAGG21 funds$2.4B
MICRON TECHNOLOGY INCMU21 funds$2.0B

Ranked by how many of EVMO's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

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

Browse more

13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.