LPL Financial LLC
Position in EVG — Eaton Vance Short Duration Diversified Income Fund
CIK 1403438
FORT MILL, SC
Position in EVG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$924,557
-$12,122 QoQ
Shares Held
85,766
-2.1% QoQ
Ownership
0.637%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 41 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in EVG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,342,804,719 across 412 Asset Management names. EVG ranks #330 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
213,723 | $205,507,487 | |
| 2 | BX |
Blackstone Inc.
|
1,695,516 | $199,511,367 | |
| 3 | PFG |
Principal Financial Group Inc
|
1,134,085 | $122,231,681 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,545,160 | $92,604,172 | |
| 5 | ARCC |
Ares Capital Corp
|
4,029,149 | $74,660,130 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
5,496,468 | $71,509,048 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
2,315,840 | $69,868,892 | |
| 8 | KKR |
KKR & Co. Inc.
|
679,426 | $62,357,718 |
All Filings in EVG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $924,557 | 85,766 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $936,679 | 87,622 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,712,747 | 156,845 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,869,565 | 165,156 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $862,501 | 78,196 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,167,477 | 288,477 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,181,979 | 199,815 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $589,085 | 52,691 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $447,249 | 41,412 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $451,102 | 42,718 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $472,476 | 45,518 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $492,575 | 47,500 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $483,407 | 49,277 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $485,371 | 46,447 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $474,701 | 46,585 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $456,268 | 46,558 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $508,915 | 47,341 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $546,926 | 47,312 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $595,597 | 44,883 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $479,653 | 35,983 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $457,589 | 34,483 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $475,720 | 36,149 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $442,290 | 35,784 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $318,344 | 27,803 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $285,758 | 25,177 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $215,069 | 19,677 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||