Crewe Advisors LLC

Position in EVV — Eaton Vance Ltd Duration Income Fund

CIK 1730033 SALT LAKE CITY, UT

Position in EVV

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$17,203

+$297 QoQ

Shares Held

1,836

+2.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#126

of 145 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Crewe Advisors LLC holds $2,954,295 across 29 Asset Management names. EVV ranks #12 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RWAY	Runway Growth Finance Corp.	172,002	$964,931
2	BX	Blackstone Inc.	6,033	$709,903
3	AMP	Ameriprise Financial Inc	1,415	$649,145
4	BLK	BlackRock, Inc.	112	$107,694
5	GSBD	Goldman Sachs BDC, Inc.	9,943	$94,259
6	APO	Apollo Global Management, Inc.	775	$91,690
7	KKR	KKR & Co. Inc.	746	$68,467
8	OBDC	Blue Owl Capital Corp	4,432	$48,175

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,203	1,836	+2.6%	Shares	Sole	2026-07-24
2026-03-31	$16,906	1,789	+2.3%	Shares	Sole	2026-05-07
2025-12-31	$17,332	1,749	+2.3%	Shares	Sole	2026-01-16
2025-09-30	$17,346	1,709	+2.2%	Shares	Sole	2025-11-13
2025-06-30	$17,154	1,672	+2.2%	Shares	Sole	2025-07-30
2025-03-31	$16,327	1,636	+2.4%	Shares	Sole	2025-04-23
2024-12-31	$15,602	1,597	+2.4%	Shares	Sole	2025-01-27
2024-09-30	$16,395	1,560	+2.4%	Shares	Sole	2024-11-12
2024-06-30	$14,843	1,524	+2.5%	Shares	Sole	2024-07-29
2024-03-31	$14,498	1,487	+2.6%	Shares	Sole	2024-05-14
2023-12-31	$13,881	1,449	+0.1%	Shares	Sole	2024-02-09
2023-09-30	$13,089	1,448	0.0%	Shares	Sole	2023-11-09
2023-06-30	$13,553	1,448	0.0%	Shares	Sole	2023-07-28
2023-03-31	$14,262	1,448	+0.2%	Shares	Sole	2023-05-12
2022-12-31	$13,568	1,445	+5.6%	Shares	Sole	2023-02-08
2022-09-30	$12,608	1,369	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.