AlphaCore Capital LLC

Position in EVV — Eaton Vance Ltd Duration Income Fund

CIK 1713662 LA JOLLA, CA

Position in EVV

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$283,500

-$165,720 QoQ

Shares Held

30,000

-33.8% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

AlphaCore Capital LLC holds $33,705,079 across 56 Asset Management names. EVV ranks #34 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OBDC	Blue Owl Capital Corp	445,610	$4,928,446
2	BLK	BlackRock, Inc.	3,116	$2,996,688
3	BXSL	Blackstone Secured Lending Fund	84,125	$1,992,921
4	AMP	Ameriprise Financial Inc	3,048	$1,354,531
5	BX	Blackstone Inc.	9,116	$1,048,248
6	ARCC	Ares Capital Corp	57,268	$1,031,969
7	AWP	abrdn Global Premier Properties Fund	81,308	$898,453
8	BGR	BlackRock Energy & Resources Trust	49,871	$863,267

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$283,500	30,000	-33.8%	Shares	Sole	2026-05-15
2025-12-31	$449,220	45,330	+2.2%	Shares	Sole	2026-02-05
2025-09-30	$450,132	44,348	+2.2%	Shares	Sole	2025-11-12
2025-06-30	$445,304	43,402	+25.0%	Shares	Sole	2025-08-12
2025-03-31	$346,515	34,721	+3.6%	Shares	Sole	2025-05-12
2024-12-31	$327,373	33,508	+5.0%	Shares	Sole	2025-02-21
2024-09-30	$335,269	31,900	0.0%	Shares	Sole	2024-11-12
2024-06-30	$310,706	31,900	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.