Who Owns EATON VANCE (EVMO)? -- Institutional Holders (2026-06-30)

77 institutions reported holding $652.8M of EATON VANCE (EVMO) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($241.3M), LPL Financial LLC ($108.5M), Bensler, LLC ($47.1M), KESTRA PRIVATE WEALTH SERVICES, LLC ($36.0M), UBS Group AG ($32.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$241.3M4.8MAdded
2LPL Financial LLC$108.5M2.2MTrimmed
3Bensler, LLC$47.1M941,741Added
4KESTRA PRIVATE WEALTH SERVICES, LLC$36.0M719,818Trimmed
5UBS Group AG$32.0M641,079Added
6RAYMOND JAMES FINANCIAL INC$22.3M446,019Trimmed
7WELLS FARGO & COMPANY/MN$18.1M362,106Trimmed
8Hennion & Walsh Asset Management, Inc.$10.4M208,147Added
9Berkeley, Inc$9.5M189,627Trimmed
10Bleakley Financial Group, LLC$9.0M179,602Added
11CITADEL ADVISORS LLC$8.4M168,275Added
12Janney Montgomery Scott LLC$7.2M143,930Added
13Cambridge Investment Research Advisors, Inc.$6.8M135,667Added
14Arax Advisory Partners$6.1M122,788New
15Brookwood Investment Group LLC$5.8M115,283Trimmed
16MGO ONE SEVEN LLC$5.5M109,923Trimmed
17American National Bank of Texas$5.5M109,512Added
18ENVESTNET ASSET MANAGEMENT INC$5.0M100,596Trimmed
19HBW ADVISORY SERVICES LLC$4.6M91,536Added
20IFP Advisors, Inc$4.5M89,610Added
21Eagle Bay Advisors LLC$4.4M88,419Added
22Atria Investments, Inc$4.4M88,590Added
23NewEdge Advisors, LLC$4.4M88,265Added
24NORTHEAST PLANNING ASSOCIATES, INC. / NH /$3.9M84,161Trimmed
25OSAIC HOLDINGS, INC.$3.3M66,657Trimmed

Source: SEC Form 13F filings · as of 2026-06-30