Eaton Vance Mortgage OPP ETF (EVMO)

CUSIP: 61774R767 | NYSE | 86 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Kestra Private Wealth Services, LLC686,096

0.4% of portfolio$32.9M

Wealth Enhancement Advisory Services, LLC273,239

0.0% of portfolio$13.2M

Hennion & Walsh Asset Management, Inc.223,041

0.3% of portfolio$10.7M

Berkeley, Inc187,622

2.8% of portfolio$9.0M

Cambridge Investment Research Advisors, Inc.140,338

0.0% of portfolio$6.7K

Alps Advisors Inc129,740

0.0% of portfolio$6.2M

American National Bank of Texas112,993

4.9% of portfolio$5.4M

IFP Advisors, Inc95,843

0.1% of portfolio$4.6M

Eagle Bay Advisors LLC92,805

3.3% of portfolio$4.5M

Atria Investments, Inc92,744

0.0% of portfolio$4.4M

HBW Advisory Services LLC90,690

0.4% of portfolio$4.3M

TBH Global Asset Management, LLC50,878

0.4% of portfolio$2.4M

Elyxium Wealth, LLC46,308

0.2% of portfolio$2.2M

Commonwealth Equity Services, LLC46,025

0.0% of portfolio$2.2M

Chicago Partners Investment Group LLC19,051

0.0% of portfolio$931.4K

Kraft, Davis & Associates, LLC12,057

0.1% of portfolio$585.0K

Private Trust Co NA11,925

0.0% of portfolio$571.8K

Truist Financial Corp10,038

0.0% of portfolio$481.3K

ProCore Advisors, LLC9,394

0.5% of portfolio$450.5K

Bensler, LLC5,978

0.0% of portfolio$286.7K

Kestra Advisory Services, LLC5,833

0.0% of portfolio$279.7K

Country Trust Bank1,093

0.0% of portfolio$52.4K

Planning Strategies Inc.863

0.0% of portfolio$41.4K

Activest Wealth Management340

0.0% of portfolio$16.3K

				Style	Turnover	Location	Filed
Kestra Private Wealth Services, LLC	686,096	$32.9M	0.4%	Growth	Low	Austin, TX	2026-10-30
Wealth Enhancement Advisory Services, LLC	273,239	$13.2M	0.0%	Core	Low	Plymouth, MN	2026-10-13
Hennion & Walsh Asset Management, Inc.	223,041	$10.7M	0.3%	Value	Medium	Parsippany, NJ	2026-10-13
Berkeley, Inc	187,622	$9.0M	2.8%	Core	Low	Boise, ID	2026-10-20
Cambridge Investment Research Advisors, Inc.	140,338	$6.7K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Alps Advisors Inc	129,740	$6.2M	0.0%	Yield	Low	Denver, CO	2026-11-03
American National Bank of Texas	112,993	$5.4M	4.9%	ETF	Medium	Richardson, TX	2026-10-07
IFP Advisors, Inc	95,843	$4.6M	0.1%	Growth	Low	Tampa, FL	2026-10-16
Eagle Bay Advisors LLC	92,805	$4.5M	3.3%	Growth	Medium	New York, NY	2026-10-16
Atria Investments, Inc	92,744	$4.4M	0.0%	Core	Medium	Charlotte, NC	2026-10-15
HBW Advisory Services LLC	90,690	$4.3M	0.4%	ETF	Medium	Simi Valley, CA	2026-10-15
TBH Global Asset Management, LLC	50,878	$2.4M	0.4%	Core	High	Brentwood, TN	2026-11-03
Elyxium Wealth, LLC	46,308	$2.2M	0.2%	Growth	Very Low	Beverly Hills, CA	2026-10-27
Commonwealth Equity Services, LLC	46,025	$2.2M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Chicago Partners Investment Group LLC	19,051	$931.4K	0.0%	GARP	Low	Chicago, IL	2026-10-27
Kraft, Davis & Associates, LLC	12,057	$585.0K	0.1%	ETF	Medium	St. Louis, MO	2026-10-21
Private Trust Co NA	11,925	$571.8K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Truist Financial Corp	10,038	$481.3K	0.0%	Core	Low	Charlotte, NC	2026-10-30
ProCore Advisors, LLC	9,394	$450.5K	0.5%	GARP	Low	Newport Beach, CA	2026-10-14
Bensler, LLC	5,978	$286.7K	0.0%	Momentum	Medium	Bellevue, WA	2026-11-05
Kestra Advisory Services, LLC	5,833	$279.7K	0.0%	Core	Low	Austin, TX	2026-11-02
Country Trust Bank	1,093	$52.4K	0.0%	Growth	Low	Bloomington, IL	2026-10-30
Planning Strategies Inc.	863	$41.4K	0.0%	ETF	N/A	Lancaster, PA	2026-10-02
Activest Wealth Management	340	$16.3K	0.0%	ETF	Low	Aventura, FL	2026-10-15