Shaker Financial Services, LLC
Position in EVV — Eaton Vance Ltd Duration Income Fund
CIK 1511794
Arlington, VA
Position in EVV
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,734,574
+$365,500 QoQ
Shares Held
289,373
+21.0% QoQ
Ownership
0.249%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 99.80578699464013.ToString("F0")%
Shared 0.ToString("F0")%
None 0.19421300535986424.ToString("F0")%
Common Shares in EVV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Shaker Financial Services, LLC holds $279,636,077 across 140 Asset Management names. EVV ranks #34 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSQ |
Calamos Strategic Total Return Fund
|
612,583 | $10,487,420 | |
| 2 | JCE |
Nuveen Core Equity Alpha Fund
|
615,664 | $9,099,513 | |
| 3 | ASG |
Liberty All Star Growth Fund Inc.
|
1,833,807 | $8,710,583 | |
| 4 | ETG |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
|
398,083 | $8,009,429 | |
| 5 | FFA |
First Trust Enhanced Equity Income Fund
|
334,855 | $6,831,042 | |
| 6 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
468,608 | $6,757,327 | |
| 7 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
407,322 | $6,545,664 | |
| 8 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
275,672 | $5,640,249 |
All Filings in EVV
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,734,574 | 289,373 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,369,074 | 239,059 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,463,547 | 242,714 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,148,485 | 209,404 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,954,183 | 195,810 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,811,475 | 185,412 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $948,548 | 90,252 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,728,183 | 280,101 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,282,454 | 336,662 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,183,624 | 436,704 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,703,656 | 299,077 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,149,477 | 229,645 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $547,925 | 55,627 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,380,517 | 147,020 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $518,255 | 56,271 | Shares | Sole | 2022-11-09 | |
| 2022-03-31 | $608,610 | 52,018 | Shares | Sole | 2022-05-06 | |
| 2021-09-30 | $1,115,001 | 84,598 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,376,443 | 179,219 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,278,219 | 101,205 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,682,804 | 134,302 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,153,495 | 101,989 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,410,710 | 125,174 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,407,532 | 133,163 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||