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Eaton Vance Mortgage OPP ETF (EVMO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Kestra Private Wealth Services, LLC
DECREASED
Shares686,096 from 719,818
Change-33,722 (-5%)
Value$32.9M (-$3.1M)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares273,239 from 6,596
Change+266,643 (+4043%)
Value$13.2M (+$12.9M)
Filed 2026-10-13
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares223,041 from 208,147
Change+14,894 (+7%)
Value$10.7M (+$289.6K)
Filed 2026-10-13
Berkeley, Inc
DECREASED
Shares187,622 from 189,627
Change-2,005 (-1%)
Value$9.0M (-$483.0K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares140,338 from 135,667
Change+4,671 (+3%)
Value$6.7K (-$6.8M)
Filed 2026-11-02
Alps Advisors Inc
INCREASED
Shares129,740 from 22,460
Change+107,280 (+478%)
Value$6.2M (+$5.1M)
Filed 2026-11-03
American National Bank of Texas
INCREASED
Shares112,993 from 109,512
Change+3,481 (+3%)
Value$5.4M (-$56.5K)
Filed 2026-10-07
IFP Advisors, Inc
INCREASED
Shares95,843 from 89,610
Change+6,233 (+7%)
Value$4.6M (+$116.1K)
Filed 2026-10-16
Eagle Bay Advisors LLC
INCREASED
Shares92,805 from 88,419
Change+4,386 (+5%)
Value$4.5M (+$30.0K)
Filed 2026-10-16
Atria Investments, Inc
INCREASED
Shares92,744 from 88,590
Change+4,154 (+5%)
Value$4.4M (+$18.4K)
Filed 2026-10-15
HBW Advisory Services LLC
DECREASED
Shares90,690 from 91,536
Change-846 (-1%)
Value$4.3M (-$227.3K)
Filed 2026-10-15
TBH Global Asset Management, LLC
DECREASED
Shares50,878 from 52,713
Change-1,835 (-3%)
Value$2.4M (-$195.5K)
Filed 2026-11-03
Elyxium Wealth, LLC
INCREASED
Shares46,308 from 42,280
Change+4,028 (+10%)
Value$2.2M (+$106.9K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares46,025 from 55,690
Change-9,665 (-17%)
Value$2.2M (-$577.1K)
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares28,883 from 42,056
Change-13,173 (-31%)
Value$1.4K (-$2.1M)
Filed 2026-11-05
Chicago Partners Investment Group LLC
INCREASED
Shares19,051 from 19,047
Change+4 (+0%)
Value$931.4K (-$15.1K)
Filed 2026-10-27
Kraft, Davis & Associates, LLC
DECREASED
Shares12,057 from 17,329
Change-5,272 (-30%)
Value$585.0K (-$280.1K)
Filed 2026-10-21
Private Trust Co NA
DECREASED
Shares11,925 from 17,022
Change-5,097 (-30%)
Value$571.8K (-$279.1K)
Filed 2026-10-20
Truist Financial Corp
INCREASED
Shares10,038 from 9,818
Change+220 (+2%)
Value$481.3K (-$9.5K)
Filed 2026-10-30
ProCore Advisors, LLC
INCREASED
Shares9,394 from 9,347
Change+47 (+1%)
Value$450.5K (-$16.8K)
Filed 2026-10-14
Bensler, LLC
DECREASED
Shares5,978 from 941,741
Change-935,763 (-99%)
Value$286.7K (-$46.8M)
Filed 2026-11-05
Kestra Advisory Services, LLC
DECREASED
Shares5,833 from 5,839
Change-6 (0%)
Value$279.7K (-$12.2K)
Filed 2026-11-02
Fifth Third Bancorp
INCREASED
Shares3,102 from 3,090
Change+12 (+0%)
Value$148.8K (-$5.7K)
Filed 2026-11-05
Country Trust Bank
NEW
Shares1,093
Change+1,093
Value$52.4K
Filed 2026-10-30
Planning Strategies Inc.
UNCHANGED
Shares863 from 863
Change0 (0%)
Value$41.4K (-$1.8K)
Filed 2026-10-02
Activest Wealth Management
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$16.3K (-$694)
Filed 2026-10-15
MGO One Seven LLC
CLOSED
Shares0 from 109,923
Change-109,923 (-100%)
Value$0 (-$5.5M)
Filed 2026-10-28
Certified Advisory Corp
CLOSED
Shares0 from 57,386
Change-57,386 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-29
Optima Capital LLC
CLOSED
Shares0 from 14,028
Change-14,028 (-100%)
Value$0 (-$703.5K)
Filed 2026-10-29
Prospera Financial Services Inc
CLOSED
Shares0 from 9,971
Change-9,971 (-100%)
Value$0 (-$498.4K)
Filed 2026-11-04
Kozak & Associates, Inc.
CLOSED
Shares0 from 305
Change-305 (-100%)
Value$0 (-$15.2K)
Filed 2026-10-29
Assetmark, Inc
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-21
Morgan Stanley
N/A
Shares— from 4,826,613
Change-4,826,613 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,170,003
Change-2,170,003 (-100%)
Value—
UBS Group AG
N/A
Shares— from 641,079
Change-641,079 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 446,019
Change-446,019 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 362,106
Change-362,106 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 179,602
Change-179,602 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 168,275
Change-168,275 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 143,930
Change-143,930 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 122,788
Change-122,788 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 115,283
Change-115,283 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 100,596
Change-100,596 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 88,265
Change-88,265 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 84,161
Change-84,161 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 66,657
Change-66,657 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 62,215
Change-62,215 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 44,984
Change-44,984 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 43,604
Change-43,604 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 30,784
Change-30,784 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 30,202
Change-30,202 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 27,276
Change-27,276 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 22,878
Change-22,878 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 21,686
Change-21,686 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 18,021
Change-18,021 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 15,484
Change-15,484 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 10,289
Change-10,289 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 9,703
Change-9,703 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 8,907
Change-8,907 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 8,844
Change-8,844 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 8,561
Change-8,561 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 7,116
Change-7,116 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 6,271
Change-6,271 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 6,163
Change-6,163 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 4,194
Change-4,194 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,301
Change-1,301 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 971
Change-971 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 330
Change-330 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
FMR LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Status
Kestra Private Wealth Services, LLC
DECREASED686,096719,818-33,722-5%$36.0M$32.9M-$3.1M2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED273,2396,596+266,643+4043%$329.4K$13.2M+$12.9M2026-10-13
Hennion & Walsh Asset Management, Inc.
INCREASED223,041208,147+14,894+7%$10.4M$10.7M+$289.6K2026-10-13
Berkeley, Inc
DECREASED187,622189,627-2,005-1%$9.5M$9.0M-$483.0K2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED140,338135,667+4,671+3%$6.8M$6.7K-$6.8M2026-11-02
Alps Advisors Inc
INCREASED129,74022,460+107,280+478%$1.1M$6.2M+$5.1M2026-11-03
American National Bank of Texas
INCREASED112,993109,512+3,481+3%$5.5M$5.4M-$56.5K2026-10-07
IFP Advisors, Inc
INCREASED95,84389,610+6,233+7%$4.5M$4.6M+$116.1K2026-10-16
Eagle Bay Advisors LLC
INCREASED92,80588,419+4,386+5%$4.4M$4.5M+$30.0K2026-10-16
Atria Investments, Inc
INCREASED92,74488,590+4,154+5%$4.4M$4.4M+$18.4K2026-10-15
HBW Advisory Services LLC
DECREASED90,69091,536-846-1%$4.6M$4.3M-$227.3K2026-10-15
TBH Global Asset Management, LLC
DECREASED50,87852,713-1,835-3%$2.6M$2.4M-$195.5K2026-11-03
Elyxium Wealth, LLC
INCREASED46,30842,280+4,028+10%$2.1M$2.2M+$106.9K2026-10-27
Commonwealth Equity Services, LLC
DECREASED46,02555,690-9,665-17%$2.8M$2.2M-$577.1K2026-11-02
Thrivent Financial for Lutherans
DECREASED28,88342,056-13,173-31%$2.1M$1.4K-$2.1M2026-11-05
Chicago Partners Investment Group LLC
INCREASED19,05119,047+4+0%$946.5K$931.4K-$15.1K2026-10-27
Kraft, Davis & Associates, LLC
DECREASED12,05717,329-5,272-30%$865.1K$585.0K-$280.1K2026-10-21
Private Trust Co NA
DECREASED11,92517,022-5,097-30%$850.9K$571.8K-$279.1K2026-10-20
Truist Financial Corp
INCREASED10,0389,818+220+2%$490.8K$481.3K-$9.5K2026-10-30
ProCore Advisors, LLC
INCREASED9,3949,347+47+1%$467.3K$450.5K-$16.8K2026-10-14
Bensler, LLC
DECREASED5,978941,741-935,763-99%$47.1M$286.7K-$46.8M2026-11-05
Kestra Advisory Services, LLC
DECREASED5,8335,839-60%$291.9K$279.7K-$12.2K2026-11-02
Fifth Third Bancorp
INCREASED3,1023,090+12+0%$154.5K$148.8K-$5.7K2026-11-05
Country Trust Bank
NEW1,093—+1,093——$52.4K—2026-10-30
Planning Strategies Inc.
UNCHANGED86386300%$43.2K$41.4K-$1.8K2026-10-02
Activest Wealth Management
UNCHANGED34034000%$17.0K$16.3K-$6942026-10-15
MGO One Seven LLC
CLOSED0109,923-109,923-100%$5.5M$0-$5.5M2026-10-28
Certified Advisory Corp
CLOSED057,386-57,386-100%$2.9M$0-$2.9M2026-10-29
Optima Capital LLC
CLOSED014,028-14,028-100%$703.5K$0-$703.5K2026-10-29
Prospera Financial Services Inc
CLOSED09,971-9,971-100%$498.4K$0-$498.4K2026-11-04
Kozak & Associates, Inc.
CLOSED0305-305-100%$15.2K$0-$15.2K2026-10-29
Assetmark, Inc
CLOSED078-78-100%$3.9K$0-$3.9K2026-10-21
Morgan Stanley
N/A—4,826,613-4,826,613-100%$241.3M———
LPL Financial LLC
N/A—2,170,003-2,170,003-100%$108.5M———
UBS Group AG
N/A—641,079-641,079-100%$32.0M———
Raymond James Financial Inc
N/A—446,019-446,019-100%$22.3M———
Wells Fargo & Company
N/A—362,106-362,106-100%$18.1M———
Bleakley Financial Group, LLC
N/A—179,602-179,602-100%$9.0M———
Citadel Advisors LLC
N/A—168,275-168,275-100%$8.4M———
Janney Montgomery Scott LLC
N/A—143,930-143,930-100%$7.2M———
Arax Advisory Partners
N/A—122,788-122,788-100%$6.1M———
Brookwood Investment Group LLC
N/A—115,283-115,283-100%$5.8M———
Envestnet Asset Management Inc
N/A—100,596-100,596-100%$5.0M———
NewEdge Advisors, LLC
N/A—88,265-88,265-100%$4.4M———
Northeast Planning Associates, Inc. / NH /
N/A—84,161-84,161-100%$3.9M———
Osaic Holdings, Inc.
N/A—66,657-66,657-100%$3.3M———
Investor's Fiduciary Advisor Network, LLC
N/A—62,215-62,215-100%$3.1M———
Jane Street Group, LLC
N/A—44,984-44,984-100%$2.2M———
JPMorgan Chase & Co
N/A—43,604-43,604-100%$2.2M———
Wealthspan Partners, LLC
N/A—30,784-30,784-100%$1.5M———
Goldman Sachs Group Inc
N/A—30,202-30,202-100%$1.5M———
Cetera Investment Advisers
N/A—27,276-27,276-100%$1.4M———
Savvy Advisors, Inc.
N/A—22,878-22,878-100%$1.1M———
MML Investors Services, LLC
N/A—21,686-21,686-100%$1.1M———
Gladstone Institutional Advisory LLC
N/A—18,021-18,021-100%$900.9K———
Atlas Wealth LLC
N/A—15,484-15,484-100%$774.0K———
IFG Advisory, LLC
N/A—10,289-10,289-100%$514.3K———
Northwestern Mutual Wealth Management Co
N/A—9,703-9,703-100%$485.1K———
Kingsview Wealth Management, LLC
N/A—8,907-8,907-100%$445.3K———
Bank of America Corp
N/A—8,844-8,844-100%$442.1K———
Equitable Holdings, Inc.
N/A—8,561-8,561-100%$428.0K———
Vienna Asset Management LLC
N/A—7,116-7,116-100%$355.7K———
PFG Investments, LLC
N/A—6,271-6,271-100%$313.5K———
Thoroughbred Financial Services, LLC
N/A—6,163-6,163-100%$308.0K———
Private Advisor Group, LLC
N/A—4,194-4,194-100%$209.7K———
Royal Bank of Canada
N/A—1,301-1,301-100%$65.0K———
Measured Wealth Private Client Group, LLC
N/A—971-971-100%$48.6K———
AE Wealth Management LLC
N/A—330-330-100%$16.5K———
Continuum Advisory, LLC
N/A—76-76-100%$3.8K———
FMR LLC
N/A—38-38-100%$1.9K———
Showing 70 of 70 institutions