31 tracked 13F filers disclose a position in EVIM as of the latest SEC 13F filings, a combined $236.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | &PARTNERS | $84.8M | 1.6M | ▲+9.4% Added · +137K sh | Q2 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $70.8M | 1.3M | ▲+13% Added · +158K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $22.3M | 424K | ▼−1.8% Reduced · −8K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $9.7M | 184K | ▲+26% Added · +38K sh | Q1 2026 | |
| 5 | Clear Trail Advisors, LLC | $6.3M | 118K | ▲+29% Added · +27K sh | Q2 2026 | |
| 6 | Legacy Private Trust Co. | $6.2M | 117K | ▲+32% Added · +28K sh | Q2 2026 | |
| 7 | Spartan Wealth Advisory Services LLC | $5.8M | 109K | ▲+9.4% Added · +9K sh | Q2 2026 | |
| 8 | Coign Capital Advisors LLC | $5.1M | 95K | ▲+2.3% Added · +2K sh | Q2 2026 | |
| 9 | LPL Financial LLC | $4.3M | 83K | ▲+174% Added · +53K sh | Q1 2026 | |
| 10 | Crumly & Associates Inc. | $4.1M | 77K | ▲+351% Added · +60K sh | Q2 2026 | |
| 11 | Crusonia Wealth Advisors LLC | $3.4M | 64K | ▲+6.7% Added · +4K sh | Q2 2026 | |
| 12 | Integrated Wealth Concepts LLC | $3.2M | 59K | ▲+57% Added · +21K sh | Q2 2026 | |
| 13 | JANE STREET GROUP, LLC | $2.6M | 49K | ▲New +49K sh | Q1 2026 | |
| 14 | Interchange Capital Partners, LLC | $1.9M | 36K | ▲+371% Added · +28K sh | Q2 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $1.7M | 33K | ▲+5.6% Added · +2K sh | Q1 2026 | |
| 16 | Sanctuary Advisors, LLC | $1.1M | 20K | ▲+105% Added · +10K sh | Q2 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $682K | 13K | ▲+4.1% Added · +509 sh | Q1 2026 | |
| 18 | FSA Advisors, Inc. | $551K | 10K | ▼−5.5% Reduced · −599 sh | Q2 2026 | |
| 19 | Cornerstone Wealth Management, LLC | $406K | 8K | —Held | Q2 2026 | |
| 20 | Miller Financial Services LLC | $365K | 7K | ▲+31% Added · +2K sh | Q2 2026 | |
| 21 | MERCER GLOBAL ADVISORS INC /ADV | $340K | 6K | ▲+0.5% Added · +34 sh | Q1 2026 | |
| 22 | Regal Investment Advisors LLC | $282K | 5K | ▲New +5K sh | Q1 2026 | |
| 23 | Private Advisor Group, LLC | $254K | 5K | ▼−44% Reduced · −4K sh | Q2 2026 | |
| 24 | Steward Partners Investment Advisory, LLC | $213K | 4K | ▲New +4K sh | Q2 2026 | |
| 25 | CREATIVE FINANCIAL DESIGNS INC /ADV | $203K | 4K | ▼−32% Reduced · −2K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in EVIM and 8 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 12 funds | $994.0M |
| MICROSOFT CORPMSFT | 12 funds | $539.9M |
| AMAZON.COM INCAMZN | 12 funds | $497.4M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 12 funds | $391.7M |
| ALPHABET INC-CL CGOOG | 12 funds | $356.8M |
| ALPHABET INC-CL AGOOGL | 12 funds | $313.3M |
| WALMART INCWMT | 12 funds | $294.7M |
| JPMORGAN CHASE & COJPM | 12 funds | $253.2M |
| META PLATFORMS INC-CLASS AMETA | 12 funds | $195.5M |
| ADVANCED MICRO DEVICESAMD | 12 funds | $171.2M |
| CATERPILLAR INCCAT | 12 funds | $157.7M |
| JOHNSON & JOHNSONJNJ | 12 funds | $131.0M |
Ranked by how many of EVIM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| EVTRmc | 177 funds | $4.1B |
| EVSMmc | 98 funds | $413.0M |
| CVIEFUND | 84 funds | $291.0M |
| CVLCFUND | 78 funds | $554.5M |
| EVSDmc | 77 funds | $796.9M |
| XAGGmc | 72 funds | $582.0M |
| EVMOmc | 56 funds | $623.5M |
| EVLNmc | 52 funds | $1.2B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for EVIM
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/EVIM/capital-change-brief"
Use Arkolith's capital_change_brief for EVIM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for EVIM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.