Who Owns EATON VANCE (EVMO)?Hedge Fund & Institutional Holders

$50.59+0.01 (+0.02%)NYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.5872000170000003e+267T

% of Float Held

—

QoQ Change in Holders

+12 / -5

Price History

$49.90$50.25$50.60$50.95$51.30Aug 25Nov 25Mar 26

EVMO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Bensler, LLCNew Position+707K+$35.9B
Berkeley, IncNew Position+314K+$15.9B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+273K+$13.0B
Brookwood Investment Group LLCNew Position+234K+$11.9B
Hennion & Walsh Asset Management, Inc.New Position+191K+$9.7B
Kraft, Davis & Associates, LLCNew Position+181K+$9.2B
WELLS FARGO & COMPANY/MNIncreased+99K+$4.3B
Eagle Bay Advisors LLCNew Position+66K+$3.3B
Gateway Wealth Partners, LLCNew Position+50K+$2.5B
Elyxium Wealth, LLCNew Position+31K+$1.6B
OSAIC HOLDINGS, INC.Increased+49K+$1.5B
RAYMOND JAMES FINANCIAL INCIncreased+41K+$1.5B
WEALTHSPAN PARTNERS, LLCNew Position+29K+$1.4B
OPTIMA CAPITAL LLCNew Position+16K+$808.0M
PRIVATE TRUST CO NANew Position+14K+$723.0M

EVMO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-7K-$2.2B
GOLDMAN SACHS GROUP INCDecreased-35K-$2.0B
CITADEL ADVISORS LLCClosed Position-25K-$1.3B
UBS Group AGDecreased-12K-$556.1M
Kingsview Wealth Management, LLCDecreased-392-$509.2M
MML INVESTORS SERVICES, LLCDecreased-444-$365.9M
Atlas Wealth LLCDecreased-5K-$250.3M
Measured Wealth Private Client Group, LLCDecreased-2K-$107.9M
Rockefeller Capital Management L.P.Closed Position-726-$36.7M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-173-$9.7M
Corient Private Wealth LLCClosed Position-75K-$3.8M
MAI Capital ManagementClosed Position-16-$809K
THOROUGHBRED FINANCIAL SERVICES, LLCDecreased-6K-$626K
PRINCIPAL SECURITIES, INC.Closed Position-4K-$212K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Bensler, LLC707,053$35.9B3.59%Share
2RAYMOND JAMES FINANCIAL INC335,368$17.0B5.29%Share
3Berkeley, Inc314,208$15.9B5.07%Share
4UBS Group AG278,966$14.2B2.30%Share
5COMMONWEALTH EQUITY SERVICES, LLC272,605$13.0B17.33%Share
6Brookwood Investment Group LLC234,350$11.9B1.43%Share
7Hennion & Walsh Asset Management, Inc.191,093$9.7B0.33%Share
8Kraft, Davis & Associates, LLC180,528$9.2B2.06%Share
9WELLS FARGO & COMPANY/MN101,722$5.0B0.91%Share
10OSAIC HOLDINGS, INC.98,008$4.0B5.84%Share
11Eagle Bay Advisors LLC65,628$3.3B2.43%Share
12Atria Investments, Inc65,628$3.0B34.10%Share
13Gateway Wealth Partners, LLC50,252$2.5B0.28%Share
14Elyxium Wealth, LLC30,643$1.6B0.43%Share
15WEALTHSPAN PARTNERS, LLC28,529$1.4B0.53%Share
16Atlas Wealth LLC24,125$1.2B0.37%Share
17JPMORGAN CHASE & CO32,802$1.0B0.06%Share
18RAYMOND JAMES FINANCIAL INC32,968$1.0B0.31%Share
19OPTIMA CAPITAL LLC15,941$808.0M0.35%Share
20PRIVATE TRUST CO NA14,263$723.0M0.06%Share
21FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.11,562$586.0M0.32%Share
22MORGAN STANLEY3,805,117$193.0M0.01%Share
23LPL Financial LLC1,935,015$98.0M0.03%Share
24COMERICA BANK1,662$84.0M0.34%Share
25COMERICA BANK1,579$80.0M0.32%Share
26Measured Wealth Private Client Group, LLC1,013$51.0M0.01%Share
27KESTRA PRIVATE WEALTH SERVICES, LLC714,503$36.3M0.45%Share
28Elyxium Wealth, LLC705$35.0M0.01%Share
29MORGAN STANLEY526,821$26.0M0.00%Share
30Activest Wealth Management340$17.0M0.00%Share
31Kozak & Associates, Inc.305$15.0M0.00%Share
32MORGAN STANLEY206,856$10.0M0.00%Share
33Bleakley Financial Group, LLC187,911$9.5M0.17%Share
34Cambridge Investment Research Advisors, Inc.119,945$6.0M0.02%Share
35Janney Montgomery Scott LLC129,599$6.0M0.01%Share
36Costello Asset Management, INC126$6.0M0.00%Share
37American National Bank of Texas109,899$5.6M5.35%Share
38U.S. Capital Wealth Advisors, LLC105,083$5.3M0.14%Share
39TBH Global Asset Management, LLC104,983$5.3M0.89%Share
40MORGAN STANLEY111,692$5.0M0.00%Share
41ENVESTNET ASSET MANAGEMENT INC98,906$5.0M0.00%Share
42HIGHLINE WEALTH PARTNERS LLC117$5.0M0.00%Share
43HBW ADVISORY SERVICES LLC88,412$4.5M0.49%Share
44Global Wealth Strategies & Associates75$3.0M0.00%Share
45Investor's Fiduciary Advisor Network, LLC47,710$2.4M0.52%Share
46Certified Advisory Corp42,658$2.2M0.20%Share
47NewEdge Advisors, LLC41,186$2.0M0.01%Share
48Cetera Investment Advisers35,652$1.0M0.00%Share
49MORGAN STANLEY35,263$1.0M0.00%Share
50Chicago Partners Investment Group LLC14,792$752K0.02%Share

EVMO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202559$153.7B+28
Q3 202531$133.3B—

As of Q4 2025, 50 institutional investors hold EVMO (EATON VANCE). The largest holder is Bensler, LLC with $35.9B in shares. This quarter, 12 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own EVMO?

As of Q4 2025, 50 institutional investors report holding EVMO (EATON VANCE) in their 13F filings.

Who is the largest institutional holder of EVMO?

The largest institutional holder of EVMO is Bensler, LLC with $35.9B in shares.

Is institutional ownership of EVMO increasing or decreasing?

This quarter, 12 institutions opened new positions in EVMO and 5 closed their positions.