18 institutions reported holding $109.7M of Morgan Stanley /Eaton Vance Inter M (EVIM) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($78.6M), Clear Trail Advisors, LLC ($6.3M), Legacy Private Trust Co. ($6.2M), Coign Capital Advisors LLC ($5.1M), Crumly & Associates Inc. ($4.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $78.6M | 1.5M | Added |
| 2 | Clear Trail Advisors, LLC | $6.3M | 118,166 | Added |
| 3 | Legacy Private Trust Co. | $6.2M | 117,220 | Added |
| 4 | Coign Capital Advisors LLC | $5.1M | 95,445 | Added |
| 5 | Crumly & Associates Inc. | $4.1M | 76,536 | Added |
| 6 | Crusonia Wealth Advisors LLC | $3.4M | 64,318 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $2.3M | 42,697 | Added |
| 8 | Interchange Capital Partners, LLC | $1.9M | 35,637 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $430,000 | 8,068 | Added |
| 10 | Cornerstone Wealth Management, LLC | $406,146 | 7,625 | Hold |
| 11 | Miller Financial Services LLC | $365,398 | 6,860 | Added |
| 12 | Private Advisor Group, LLC | $254,394 | 4,776 | Trimmed |
| 13 | CREATIVE FINANCIAL DESIGNS INC /ADV | $202,620 | 3,804 | Trimmed |
| 14 | IFP Advisors, Inc | $193,405 | 3,631 | Added |
| 15 | PRIVATE TRUST CO NA | $13,316 | 250 | Hold |
| 16 | Clarity Asset Management, Inc. | $0 | 0 | Exited |
| 17 | Rossby Financial, LCC | $0 | 0 | Exited |
| 18 | TCFG Investment Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30