Position in EVV
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$198,450
-$306,960 QoQ
Shares Held
21,000
-58.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EVV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026FIRST MERCHANTS CORP holds $15,297,278 across 6 Asset Management names. EVV ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
11,373 | $10,937,526 | |
| 2 | AMP |
Ameriprise Financial Inc
|
7,719 | $3,430,323 | |
| 3 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
39,283 | $296,193 | |
| 4 | BX |
Blackstone Inc.
|
2,400 | $275,976 | |
| 5 | EVV |
Eaton Vance Ltd Duration Income Fund
This page
|
21,000 | $198,450 | |
| 6 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
12,880 | $158,810 |
All Filings in EVV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $198,450 | 21,000 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $505,410 | 51,000 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||