EVMO

Eaton Vance Mortgage Opp ETFETF$48.74 0.31%
UnclassifiedCUSIP 61774R767· EOD Sep 18, 2026

Among active 13F managers last quarter, 2 opened and 10 added, while 10 reduced; the largest holder to move was Bensler, LLC (+11%).

Tracked 13F holders
57
35 in Q2 2026 filings
13F value (tracked)
$625.5M
13F moves · latest Q
12 added
10 reduced

Price & smart-money activity

$48.74 0.31%1Y -2.7%
$48.54$49.28$50.02$50.76$51.50Aug 2025OctJan 2026AprJunSep1317311111110
Hover for who · click for detailEnd-of-day closing prices52w $48.74 – $51.30

Who owns EVMO?

57 tracked 13F filers · ranked by shares held

57 tracked 13F filers disclose a position in EVMO as of the latest SEC 13F filings, a combined $625.5M 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.

#FundSharesPosition valueLast moveAs ofHistory
1Morgan Stanley4.7M
$234.9M
−0.4%
Reduced · −17K sh
Q1 2026
2LPL Financial LLC2.2M
$109.3M
+12%
Added · +236K sh
Q1 2026
3Bensler, LLC942K
$47.1M
+11%
Added · +95K sh
Q2 2026
4Kestra Private Wealth Services, LLC720K
$36.0M
−1.3%
Reduced · −10K sh
Q2 2026
5Raymond James Financial Inc524K
$26.4M
+42%
Added · +156K sh
Q1 2026
6UBS Group AG413K
$20.8M
+48%
Added · +134K sh
Q1 2026
7Wells Fargo & Company371K
$18.7M
+227%
Added · +257K sh
Q1 2026
8Hennion & Walsh Asset Management, Inc.208K
$10.4M
+5.8%
Added · +11K sh
Q2 2026
9Berkeley, Inc190K
$9.5M
−6.8%
Reduced · −14K sh
Q2 2026
10Bleakley Financial Group, LLC180K
$9.0M
+3.4%
Added · +6K sh
Q2 2026
11Citadel Advisors LLC168K
$8.4M
+124%
Added · +93K sh
Q2 2026
12Arax Advisory Partners123K
$6.1M
New
+123K sh
Q2 2026
13U.S. Capital Wealth Advisors, LLC118K
$5.9M
+12%
Added · +13K sh
Q1 2026
14Brookwood Investment Group LLC115K
$5.8M
~0%
Reduced · −36 sh
Q2 2026
15Mgo One Seven LLC110K
$5.5M
−3.0%
Reduced · −3K sh
Q2 2026
16American National Bank of Texas110K
$5.5M
+2.2%
Added · +2K sh
Q2 2026
17Envestnet Asset Management Inc106K
$5.4M
+7.6%
Added · +8K sh
Q1 2026
18Osaic Holdings, Inc.102K
$5.1M
+3.6%
Added · +4K sh
Q1 2026
19HBW Advisory Services LLC92K
$4.6M
+5.0%
Added · +4K sh
Q2 2026
20IFP Advisors, Inc90K
$4.5M
+5.3%
Added · +5K sh
Q2 2026
21Atria Investments, Inc89K
$4.4M
+37%
Added · +24K sh
Q2 2026
22Eagle Bay Advisors LLC88K
$4.4M
+37%
Added · +24K sh
Q2 2026
23NewEdge Advisors, LLC88K
$4.4M
+20%
Added · +15K sh
Q2 2026
24Northeast Planning Associates, Inc. / NH84K
$3.9M
−50%
Reduced · −83K sh
Q2 2026
25Commonwealth Equity Services, LLC73K
$3.7M
−73%
Reduced · −199K sh
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.

Is EVMO being bought or sold by institutions?

Last quarter, 2 funds opened a new position in EVMO and 10 added to an existing one, while 10 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
2
funds took a first position
Added
10
added to an existing position
Reduced
10
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own EVMO also own

CompanyCo-held byTheir position there
Ishares Core S&P 500 ETFIVV24 funds$15.2B
Apple IncAAPL24 funds$4.2B
Alphabet Inc-CL AGOOGL24 funds$1.9B
Nvidia CorpNVDA23 funds$4.3B
Amazon.com IncAMZN23 funds$3.6B
Microsoft CorpMSFT23 funds$2.5B
SS SPDR S&P 500 ETF Trust-USSPY23 funds$1.7B
Tesla IncTSLA23 funds$861.7M
Oracle CorpORCL23 funds$826.0M
Eli Lilly & CoLLY22 funds$1.6B
Invesco QQQ Trust Series 1QQQ22 funds$1.3B
Advanced Micro DevicesAMD22 funds$1.3B

Ranked by how many of EVMO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EVMO.

Institutional ownership over time

35 tracked filers in Q2 2026 filingsstill filing
02754Q3 2025Q4 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $171.6M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
EVTRmc179 funds$4.1B
EVSMmc99 funds$415.6M
CVIEFUND85 funds$289.0M
CVLCFUND80 funds$560.3M
EVSDmc78 funds$803.1M
XAGGmc72 funds$588.6M
EVMOthis pagemc57 funds$625.5M
EVLNmc52 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 most recent

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.