NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Position in EVV — Eaton Vance Ltd Duration Income Fund
CIK 1141802
MILWAUKEE, WI
Position in EVV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$707,819
+$705,249 QoQ
Shares Held
75,541
+27672.4% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#44
of 145 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds $282,770,184 across 253 Asset Management names. EVV ranks #43 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
1,352,007 | $40,790,051 | |
| 2 | BPRE |
Bluerock Private Real Estate Fund
|
2,781,441 | $36,186,547 | |
| 3 | PTY |
Pimco Corporate & Income Opportunity Fund
|
2,723,452 | $32,763,127 | |
| 4 | BLK |
BlackRock, Inc.
|
26,460 | $25,442,877 | |
| 5 | BX |
Blackstone Inc.
|
139,717 | $16,440,499 | |
| 6 | PDI |
PIMCO Dynamic Income Fund
|
651,048 | $10,872,501 | |
| 7 | CEF |
Sprott Physical Gold & Silver Trust
|
217,958 | $8,768,450 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
166,260 | $7,081,013 |
All Filings in EVV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $707,819 | 75,541 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,570 | 272 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $10,514 | 1,061 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $15,813 | 1,558 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $15,646 | 1,525 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $14,890 | 1,492 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $14,254 | 1,459 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $14,987 | 1,426 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $56,901 | 5,842 | Shares | Defined | 2024-08-16 | |
| 2024-03-31 | $19,734 | 2,024 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $19,073 | 1,991 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $17,899 | 1,980 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $61,495 | 6,570 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,450,808 | 248,813 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,506,144 | 266,895 | Shares | Defined | 2023-02-21 | |
| 2022-09-30 | $2,395,889 | 260,140 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,592,984 | 251,015 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $45,711 | 3,907 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $56,146 | 4,286 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $91,416 | 6,936 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $119,949 | 9,046 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $108,820 | 8,616 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $347,632 | 27,744 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $268,748 | 23,762 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $61,714 | 5,476 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $79,539 | 7,525 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||