Position in EVN
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,230,831
+$38,557 QoQ
Shares Held
214,297
+5.2% QoQ
Ownership
0.537%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EVN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $3,126,810,510 across 416 Asset Management names. EVN ranks #242 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
218,728 | $210,352,904 | |
| 2 | BX |
Blackstone Inc.
|
1,469,080 | $168,929,509 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
5,778,813 | $95,986,083 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,288,936 | $90,493,694 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
2,361,598 | $83,695,033 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
3,183,953 | $77,656,613 | |
| 7 | ARCC |
Ares Capital Corp
|
4,038,185 | $72,768,093 | |
| 8 | PFG |
Principal Financial Group Inc
|
728,464 | $65,641,891 |
All Filings in EVN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,230,831 | 214,297 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,192,274 | 203,743 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,826,915 | 165,033 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,869,512 | 182,748 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,970,443 | 192,051 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,535,506 | 151,880 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,627,980 | 148,403 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,655,368 | 159,939 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,559,168 | 152,114 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,612,335 | 164,189 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,097,703 | 123,199 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,133,553 | 113,925 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,039,206 | 102,587 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $960,726 | 97,338 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $738,113 | 75,549 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $895,953 | 81,897 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,143,305 | 96,563 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,257,177 | 90,968 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,424,476 | 102,999 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,323,113 | 94,306 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,173,162 | 85,197 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,201,764 | 89,818 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,018,010 | 79,470 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,014,762 | 81,246 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $960,460 | 80,172 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||