§ EQUITY
USDEVMO
EATON VANCE MORTGAGE OPP ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
39 increased/new, 26 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Morgan Stanley | 4.7M | 0.0% | n/a |
| LPL Financial LLC | 2.2M | 0.0% | +12% |
| Bensler, LLC | 847K | 4.4% | +20% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 729K | 0.5% | +2% |
| RAYMOND JAMES FINANCIAL INC | 524K | 0.0% | +42% |
| UBS Group AG | 413K | 0.0% | +48% |
◇ AC INTELLIGENCE
Top institutional owners for EVMO as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER55.6% · 55 holders
DEALER / BANK43.8% · 8 holders
TACTICAL / MACRO0.6% · 1 holder
INCOME / DEFENSIVE0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for EVMO in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention EVMO yet.