Who owns EVIM?
Eaton Vance Intermediate Municipal Income ETF · Eaton Vance
42 institutions reported holding EVIM, worth $298.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of EVIM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| &Partners | Nashville, TN | $84.8M | 1,589,828 | +136,712 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $78.6M | 1,475,220 | +127,881 shares |
| Morgan Stanley | New York, NY | $30.0M | 563,243 | +139,220 shares |
| LPL Financial LLC | Fort Mill, SC | $20.7M | 388,734 | +305,966 shares |
| FWG Holdings, LLC | Winter Park, FL | $11.5M | 219,770 | +23,384 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $8.3M | 156,097 | −27,986 shares |
| SK Wealth Management, LLC | Providence, RI | $6.5M | 122,772 | −45,531 shares |
| Clear Trail Advisors, LLC | Houston, TX | $6.3M | 118,166 | +26,667 shares |
| Legacy Private Trust Co. | Neenah, WI | $6.2M | 117,220 | +28,440 shares |
| Spartan Wealth Advisory Services LLC | Bingham Farms, MI | $5.8M | 108,605 | +9,375 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns EVIM?
42 institutional managers reported holding EVIM in Form 13F filings for June 30, 2026, worth $298.2M in total. The largest reported position was held by &Partners, at $84.8M.
Did institutions buy or sell EVIM last quarter?
Reported 13F value rose 24.6% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is EVIM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.