ENVESTNET ASSET MANAGEMENT INC
Position in EVV — Eaton Vance Ltd Duration Income Fund
CIK 1407543
Berwyn, PA
Position in EVV
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$357,559
+$133,603 QoQ
Shares Held
37,837
+67.4% QoQ
Ownership
0.033%
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 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EVV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,994,163,232 across 262 Asset Management names. EVV ranks #205 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
545,164 | $524,289,670 | |
| 2 | AMP |
Ameriprise Financial Inc
|
315,989 | $140,425,511 | |
| 3 | ARES |
Ares Management Corp
|
920,109 | $100,383,891 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
2,322,041 | $93,972,999 | |
| 5 | KKR |
KKR & Co. Inc.
|
1,007,901 | $93,230,842 | |
| 6 | RJF |
Raymond James Financial Inc
|
509,075 | $73,708,969 | |
| 7 | APO |
Apollo Global Management, Inc.
|
580,055 | $64,629,728 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
1,803,388 | $63,912,070 |
All Filings in EVV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $357,559 | 37,837 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $223,956 | 22,599 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $323,358 | 31,858 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $434,962 | 42,394 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $404,090 | 40,490 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $299,489 | 30,654 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $320,344 | 30,480 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $288,342 | 29,604 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $296,448 | 30,405 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $191,734 | 20,014 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,311,559 | 145,084 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,134,890 | 121,249 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,253,136 | 127,222 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,117,391 | 118,998 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $142,147 | 15,434 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $161,550 | 15,639 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $138,598 | 11,846 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $137,340 | 10,484 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $147,484 | 11,190 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $536,950 | 40,494 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,616,273 | 127,971 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,541,215 | 123,002 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,184,654 | 104,744 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,035,329 | 91,866 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $609,698 | 57,682 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||