Merit Financial Group, LLC
Position in EVV — Eaton Vance Ltd Duration Income Fund
CIK 1621225
ALPHARETTA, GA
Position in EVV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$483,773
-$62,956 QoQ
Shares Held
51,630
-10.8% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#55
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, 2026Merit Financial Group, LLC holds $100,844,639 across 117 Asset Management names. EVV ranks #42 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
12,854 | $12,359,888 | |
| 2 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
441,028 | $10,033,386 | |
| 3 | ARCC |
Ares Capital Corp
|
406,876 | $7,539,411 | |
| 4 | BX |
Blackstone Inc.
|
56,500 | $6,648,349 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
362,233 | $4,252,614 | |
| 6 | KKR |
KKR & Co. Inc.
|
34,227 | $3,141,350 | |
| 7 | AMP |
Ameriprise Financial Inc
|
6,529 | $2,995,239 | |
| 8 | BEN |
Franklin Resources Inc
|
81,520 | $2,712,167 |
All Filings in EVV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,773 | 51,630 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $546,729 | 57,855 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $568,427 | 57,359 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $584,995 | 57,635 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $638,213 | 62,204 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $594,917 | 59,611 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $577,328 | 59,092 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $506,392 | 48,182 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $594,402 | 61,027 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $606,810 | 62,237 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $617,057 | 64,411 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $754,306 | 83,441 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $788,636 | 84,256 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $833,310 | 84,600 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $792,440 | 84,392 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $830,797 | 90,206 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $918,729 | 88,938 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,095,552 | 93,637 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,224,967 | 93,509 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,404,539 | 106,566 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,411,076 | 106,416 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,342,619 | 106,304 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,336,224 | 106,642 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,322,286 | 116,913 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,228,362 | 108,994 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,275,725 | 120,693 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||