Funds holding Eaton Vance Mortgage Opportunities Etf
3 funds declare a position · 2 ETFs and 1 other funds · 27.1M $ · US61774R7677
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Eaton Vance All Asset Strategy Fund Eaton Vance Growth Trust | 507,960 | 26M $ | 11.08 % | as of Feb 28, 2026 · Original filing |
| 2 | Morningstar Conservative ETF Asset Allocation Portfolio ALPS VARIABLE INVESTMENT TRUST | 12,190 | 613.4K $ | 2.01 % | as of Mar 31, 2026 · Original filing |
| 3 | Morningstar Income and Growth ETF Asset Allocation Portfolio ALPS VARIABLE INVESTMENT TRUST | 10,490 | 527.9K $ | 1.02 % | as of Mar 31, 2026 · Original filing |
Institutional managers
65 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 4,668,862 | 234.9M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 2,171,425 | 109.3M $ | as of Mar 31, 2026 |
| Bensler, LLC | 846,729 | 42.6M $ | as of Mar 31, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 729,326 | 36.7M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 524,350 | 26.4M $ | as of Mar 31, 2026 |
| UBS Group AG | 413,095 | 20.8M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 370,816 | 18.7M $ | as of Mar 31, 2026 |
| Berkeley, Inc | 203,405 | 10.2M $ | as of Mar 31, 2026 |
| Hennion & Walsh Asset Management, Inc. | 196,763 | 9.9M $ | as of Mar 31, 2026 |
| Kraft, Davis & Associates, LLC | 178,309 | 9M $ | as of Mar 31, 2026 |
| Bleakley Financial Group, LLC | 173,685 | 8.7M $ | as of Mar 31, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | 167,258 | 8.4M $ | as of Mar 31, 2026 |
| U.S. Capital Wealth Advisors, LLC | 117,823 | 5.9M $ | as of Mar 31, 2026 |
| Brookwood Investment Group LLC | 115,319 | 5.8M $ | as of Mar 31, 2026 |
| MGO ONE SEVEN LLC | 113,385 | 5.7M $ | as of Mar 31, 2026 |
| American National Bank of Texas | 107,116 | 5.4M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 106,416 | 5.4M $ | as of Mar 31, 2026 |
| TBH Global Asset Management, LLC | 106,521 | 5.3M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 101,568 | 5.1M $ | as of Mar 31, 2026 |
| Gateway Wealth Partners, LLC | 95,492 | 4.8M $ | as of Mar 31, 2026 |
| HBW ADVISORY SERVICES LLC | 87,184 | 4.4M $ | as of Mar 31, 2026 |
| IFP Advisors, Inc | 85,091 | 4.3M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 74,966 | 3.8M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 73,201 | 3.7M $ | as of Mar 31, 2026 |
| Eagle Bay Advisors LLC | 64,670 | 3.3M $ | as of Mar 31, 2026 |