EVMO — EATON VANCE MORTGAGE OPP ETF
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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| 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)
- JPMorgan Chase & Co 43.60K sh · $2.19M
- Goldman Sachs Group 30.20K sh · $1.51M
- Bank of America Corp 8.84K sh · $442.11K
- Fidelity Management & Research (FMR) 38 sh · $1.91K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q3 2025 | Q4 2025 | Q1 2026 | Q2 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 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details