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Public ownership evidence

Eaton Vance Mortgage Opportunities ETF (EVMO) Ownership Disclosures

Read EVMO insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Kingsview Wealth Management, LLC2026-06-302026-08-208,907$445,261None
Equitable Holdings, Inc.2026-06-302026-08-188,561$427,988None
Vienna Asset Management LLC2026-06-302026-08-157,116$355,730None
IFG Advisory, LLC2026-06-302026-08-1510,289$514,346None
OSAIC HOLDINGS, INC.2026-06-302026-08-1566,657$3,332,097None
JANE STREET GROUP, LLC2026-06-302026-08-1544,984$2,248,750None
Thrivent Financial for Lutherans2026-06-302026-08-1542,056$2,102,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,301$65,000None
American National Bank of Texas2026-06-302026-08-15109,253$5,461,557None
American National Bank of Texas2026-06-302026-08-15259$12,947None
CITADEL ADVISORS LLC2026-06-302026-08-15168,275$8,412,067None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1530,202$1,509,798None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15412,540$20,622,875None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1533,479$1,673,615None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1596,483$4,823,163None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15265,623$13,278,494None
BANK OF AMERICA CORP /DE/2026-06-302026-08-158,844$442,112None
Investor's Fiduciary Advisor Network, LLC2026-06-302026-08-1462,215$3,110,000None
UBS Group AG2026-06-302026-08-14641,079$32,047,539None
MORGAN STANLEY2026-06-302026-08-144,173,883$208,652,411None
MORGAN STANLEY2026-06-302026-08-14123,174$6,157,468None
MORGAN STANLEY2026-06-302026-08-1435,263$1,762,797None
MORGAN STANLEY2026-06-302026-08-14111,692$5,583,483None
MORGAN STANLEY2026-06-302026-08-141$50None
MORGAN STANLEY2026-06-302026-08-14134$6,699None
MORGAN STANLEY2026-06-302026-08-141$64None
MORGAN STANLEY2026-06-302026-08-14382,465$19,119,425None
FMR LLC2026-06-302026-08-1438$1,911None
Cetera Investment Advisers2026-06-302026-08-1327,276$1,363,535None
NewEdge Advisors, LLC2026-06-302026-08-1388,265$4,412,380None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-139,703$485,053None
JPMORGAN CHASE & CO2026-06-302026-08-136,739$339,106None
JPMORGAN CHASE & CO2026-06-302026-08-1336,865$1,855,047None
THOROUGHBRED FINANCIAL SERVICES, LLC2026-06-302026-08-126,163$308,000None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12990$49,490None
Measured Wealth Private Client Group, LLC2026-06-302026-08-11971$48,559None
Arax Advisory Partners2026-06-302026-08-11122,788$6,138,172None
LPL Financial LLC2026-06-302026-08-082,170,003$108,478,429None
MML INVESTORS SERVICES, LLC2026-06-302026-08-0821,686$1,084,072None
WEALTHSPAN PARTNERS, LLC2026-06-302026-08-0730,784$1,538,870None
Continuum Advisory, LLC2026-06-302026-08-0776$3,799None
Bleakley Financial Group, LLC2026-06-302026-08-06179,602$8,978,288None
TBH Global Asset Management, LLC2026-06-302026-08-0652,713$2,635,133None
Janney Montgomery Scott LLC2026-06-302026-08-06143,930$7,195,000None
FIFTH THIRD BANCORP2026-06-302026-08-063,090$154,488None
Elyxium Wealth, LLC2026-06-302026-08-0441,931$2,096,111None
Elyxium Wealth, LLC2026-06-302026-08-04349$17,447None
Savvy Advisors, Inc.2026-06-302026-08-0422,878$1,143,671None
Eagle Bay Advisors LLC2026-06-302026-08-0488,419$4,439,394None
AE Wealth Management LLC2026-06-302026-08-04330$16,497None

90-day public filing window, up to 50 source positions.

Kingsview Wealth Management, LLC ↗Equitable Holdings, Inc. ↗Vienna Asset Management LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗Thrivent Financial for Lutherans ↗ROYAL BANK OF CANADA ↗American National Bank of Texas ↗American National Bank of Texas ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.