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EVMO — EATON VANCE MORTGAGE OPP ETF

Reported value held$303.99M
Funds holding (latest)8
Sector—
Funds holding (Q2 2026)8
Institutional value$303.99M · 6.08M sh
New / Add / Cut / Exit4 / 3 / 1 / 0
Top-5 / Top-10 concentration99.4% / 100.0%
Institutional holdings change Accumulating +10.0% (+553.02K sh)
Institutional value change Up +9.3%

As of Q2 2026, 8 SEC-registered investment managers reported holding EVMO (EATON VANCE MORTGAGE OPP ETF) in their latest 13F filings, with a combined reported value of $303.99M across 6.08M shares. That is +10.0% by share count (+553.02K shares) versus the previous quarter, while reported value moved +9.3%. Ownership is concentrated: the five largest holders account for 99.4% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 4 opened new positions, 3 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Morgan Stanley history Q2 2026 4.83M $241.28M 0.01% Add
UBS Group AG history Q2 2026 641.08K $32.05M 0.00% Add
Wells Fargo & Co history Q2 2026 362.11K $18.10M 0.00% Reduce
Citadel Advisors history Q2 2026 168.28K $8.41M 0.00% Add
JPMorgan Chase & Co history Q2 2026 43.60K $2.19M 0.00% New
Goldman Sachs Group history Q2 2026 30.20K $1.51M 0.00% New
Bank of America Corp history Q2 2026 8.84K $442.11K 0.00% New
Fidelity Management & Research (FMR) history Q2 2026 38 $1.91K 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 8 funds)

FundQ3 2025Q4 2025Q1 2026Q2 2026
Morgan Stanley 4.27M 4.69M 4.67M 4.83M
UBS Group AG 290.98K 278.97K 413.10K 641.08K
Wells Fargo & Co 14.43K 113.55K 370.82K 362.11K
Citadel Advisors 25.06K — 74.97K 168.28K
JPMorgan Chase & Co 32.21K 32.80K — 43.60K
Goldman Sachs Group 38.65K 4.12K — 30.20K
Bank of America Corp — 140 — 8.84K
Fidelity Management & Research (FMR) — — — 38

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