Explore more topics
Public ownership evidence

Eaton Vance Intermediate Municipal Income ETF (EVIM) Ownership Disclosures

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

As of 2026-11-07T14:03:26.246Z

Jump to a section

Recent Form 4 activity

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

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

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.

Show the table · 32 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-204,652$247,772None
FSA Advisors, Inc.2026-06-302026-08-1810,340$550,760None
FWG Holdings, LLC2026-06-302026-08-15219,770$11,502,777None
IFG Advisory, LLC2026-06-302026-08-151,951$103,920None
OSAIC HOLDINGS, INC.2026-06-302026-08-1588,118$4,694,046None
JANE STREET GROUP, LLC2026-06-302026-08-1534,032$1,812,714None
Regal Investment Advisors LLC2026-06-302026-08-155,360$285,501None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-159,053$482,208None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15300$15,980None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15200$10,653None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,000$106,530None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15400$21,306None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15200$10,653None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,000$106,530None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15100$5,327None
&PARTNERS2026-06-302026-08-151,589,828$84,784,464None
CITADEL ADVISORS LLC2026-06-302026-08-158,183$435,867None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15155,537$8,284,678None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15560$29,828None
FSA Advisors, Inc.2026-06-302026-08-1410,340$550,760None
Sanctuary Advisors, LLC2026-06-302026-08-1420,324$1,082,550None
Rockefeller Capital Management L.P.2026-06-302026-08-1457,800$3,078,717None
Steward Partners Investment Advisory, LLC2026-06-302026-08-144,000$213,060None
UBS Group AG2026-06-302026-08-14271$14,435None
Elequin Capital, LP2026-06-302026-08-1457,568$3,066,360None
MORGAN STANLEY2026-06-302026-08-14562,667$29,970,485None
MORGAN STANLEY2026-06-302026-08-14576$30,681None
SK Wealth Management, LLC2026-06-302026-08-13122,772$6,457,789None
Integrated Wealth Concepts LLC2026-06-302026-08-1359,148$3,150,510None
Aptus Capital Advisors, LLC2026-06-302026-08-132,383$126,930None
STIFEL FINANCIAL CORP2026-06-302026-08-138,000$426,120None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-124,652$247,772None

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

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

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.

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.