Creative Planning
Position in EVV — Eaton Vance Ltd Duration Income Fund
CIK 1540235
OVERLAND PARK, KS
Position in EVV
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,160,251
-$103,173 QoQ
Shares Held
228,598
+0.1% QoQ
Ownership
0.197%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2.928284586916771.ToString("F0")%
Shared 0.ToString("F0")%
None 97.07171541308323.ToString("F0")%
Common Shares in EVV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Creative Planning holds $462,647,698 across 180 Asset Management names. EVV ranks #36 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
401,722 | $46,194,012 | |
| 2 | CGBD |
Carlyle Secured Lending, Inc.
|
3,231,986 | $35,357,926 | |
| 3 | BXSL |
Blackstone Secured Lending Fund
|
1,360,717 | $32,235,385 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
794,790 | $32,165,151 | |
| 5 | BLK |
BlackRock, Inc.
|
29,533 | $28,402,181 | |
| 6 | JHG |
Janus Henderson Group Ltc.
|
364,316 | $18,714,912 | |
| 7 | AMP |
Ameriprise Financial Inc
|
39,543 | $17,572,909 | |
| 8 | STT |
State Street Corp
|
113,253 | $14,333,299 |
All Filings in EVV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,160,251 | 228,598 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,263,424 | 228,398 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,613,493 | 257,487 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,823,510 | 275,196 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,754,240 | 275,976 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,715,923 | 277,986 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $239,365 | 22,775 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $301,209 | 30,925 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $342,108 | 35,088 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $259,014 | 27,037 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $379,209 | 41,948 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $303,413 | 32,416 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $315,436 | 32,024 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $353,026 | 37,596 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $281,835 | 30,601 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $374,245 | 36,229 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $708,540 | 60,559 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $784,336 | 59,873 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $805,891 | 61,145 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $790,892 | 59,645 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $905,646 | 71,706 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,431,878 | 114,276 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,349,237 | 119,296 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,218,760 | 108,142 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,725,573 | 163,252 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||