Eaton Vance Ltd Duration Income Fund
EVV- Exchange
- NYSE
- SEC CIK
- 0001222922
No open-market purchases or sales by Eaton Vance Ltd Duration Income Fund insiders were filed in the last 90 days; 143 institutions reported holding it in 13F filings for Q2 2026, worth $399.7M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Eaton Vance Ltd Duration Income Fund as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 143
- +10 vs. Q1 2026
- Shares held
- 42.7M
- +2.19M (+5.4%) vs. Q1 2026
- Total value
- $399.7M
- +$16.9M (+4.4%) vs. Q1 2026
- New holders
- 20
- 48 more added
- Sold out
- 10
- 39 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EVV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 143 | $399.7M |
| Q1 2026 | 135 | $382.9M |
| Q4 2025 | 145 | $388.5M |
| Q3 2025 | 141 | $392.7M |
| Q2 2025 | 146 | $400.3M |
| Q1 2025 | 151 | $371.9M |
| Q4 2024 | 166 | $358.8M |
| Q3 2024 | 144 | $372.7M |
| Q2 2024 | 144 | $358.6M |
| Q1 2024 | 151 | $547.3M |
| Q4 2023 | 165 | $438.8M |
| Q3 2023 | 155 | $312.3M |
| Q2 2023 | 156 | $303.7M |
| Q1 2023 | 154 | $305.6M |
| Q4 2022 | 167 | $303.1M |
| Q3 2022 | 149 | $293.9M |
| Q2 2022 | 151 | $333.7M |
| Q1 2022 | 155 | $372.1M |
| Q4 2021 | 160 | $429.4M |
| Q3 2021 | 147 | $447.1M |
| Q2 2021 | 150 | $528.4M |
| Q1 2021 | 146 | $575.1M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Eaton Vance Ltd Duration Income Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 10,100,522 | $94.6M | 0.01% | +280,704+2.9% | Added |
| Sit Investment Associates Inc | 8,006,717 | $75.0M | 1.42% | +137,509+1.7% | Added |
| Ameriprise Financial Inc | 5,077,382 | $47.7M | 0.01% | +259,375+5.4% | Added |
| Guggenheim Capital LLC | 1,771,126 | $16.6M | 0.11% | −49,245−2.7% | Reduced |
| Invesco Ltd. | 1,683,320 | $15.8M | 0.00% | +5,831+0.3% | Added |
| LPL Financial LLC | 1,218,648 | $11.4M | 0.00% | +120,162+10.9% | Added |
| Chicago Partners Investment Group LLC | 1,043,303 | $9.50M | 0.19% | −20,874−2.0% | Reduced |
| Cetera Investment Advisers | 983,948 | $9.22M | 0.01% | +50,528+5.4% | Added |
| Royal Bank of Canada | 935,817 | $8.77M | 0.00% | −60,088−6.0% | Reduced |
| UBS Group AG | 725,540 | $6.80M | 0.00% | +8,228+1.1% | Added |
| Raymond James Financial Inc | 630,916 | $5.91M | 0.00% | +39,787+6.7% | Added |
| Janney Montgomery Scott LLC | 600,267 | $5.63M | 0.01% | +79,487+15.3% | Added |
| Colony Group, LLC | 594,778 | $5.57M | 0.01% | +511,732+616.2% | Added |
| Capital Investment Advisors, LLC | 580,562 | $5.44M | 0.07% | −48,843−7.8% | Reduced |
| Kanen Wealth Management LLC | 465,077 | $4.36M | 1.06% | +85,261+22.4% | Added |
| Wells Fargo & Company | 419,238 | $3.93M | 0.00% | +55,191+15.2% | Added |
| Advisor Group Holdings, Inc. | 409,060 | $3.83M | 0.00% | +36,221+9.7% | Added |
| Cyndeo Wealth Partners, LLC | 391,237 | $3.67M | 0.17% | −10,000−2.5% | Reduced |
| Oak Hill Advisors LP | 390,403 | $3.66M | 0.52% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 375,463 | $3.52M | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 354,382 | $3.32M | 0.00% | +31,325+9.7% | Added |
| Kestra Advisory Services, LLC | 329,156 | $3.08M | 0.01% | +44,862+15.8% | Added |
| Bank of America Corp | 256,234 | $2.40M | 0.00% | −10,090−3.8% | Reduced |
| GWM Advisors LLC | 251,894 | $2.36M | 0.01% | +5,893+2.4% | Added |
| Shaker Financial Services, LLC | 232,722 | $2.18M | 0.68% | −56,651−19.6% | Reduced |
| Creative Planning | 228,190 | $2.14M | 0.00% | −408−0.2% | Reduced |
| Baird Financial Group, Inc. | 226,485 | $2.12M | 0.00% | +23,411+11.5% | Added |
| Thrivent Financial for Lutherans | 225,187 | $2.11M | 0.00% | 00.0% | Unchanged |
| Summit Financial, LLC | 218,078 | $2.04M | 0.02% | +9,870+4.7% | Added |
| Wolverine Asset Management LLC | 210,171 | $1.97M | 0.03% | +62,875+42.7% | Added |
| Commonwealth Equity Services, LLC | 202,962 | $1.90M | 0.00% | +9,852+5.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 180,334 | $1.69M | 0.00% | +94,578+110.3% | Added |
| Ethos Financial Group, LLC | 165,093 | $1.55M | 0.10% | −7,348−4.3% | Reduced |
| Aviance Capital Partners, LLC | 139,597 | $1.31M | 0.14% | −2,942−2.1% | Reduced |
| Clear Creek Financial Management, LLC | 139,244 | $1.30M | 0.08% | +4,699+3.5% | Added |
| CoreCap Advisors, LLC | 114,835 | $1.08M | 0.03% | −6,820−5.6% | Reduced |
| Jane Street Group, LLC | 111,947 | $1.05M | 0.00% | +87,693+361.6% | Added |
| Kennedy Investment Group | 111,452 | $1.04M | 0.35% | −9,003−7.5% | Reduced |
| Melfa Wealth Management, LLC | 99,596 | $933.2K | 0.50% | −100.0% | Reduced |
| Lido Advisors, LLC | 93,644 | $877.4K | 0.00% | +25,018+36.5% | Added |
| Rockefeller Capital Management L.P. | 92,110 | $863.1K | 0.00% | −1,820−1.9% | Reduced |
| Wedbush Securities Inc | 91,632 | $859.0K | 0.02% | −2,000−2.1% | Reduced |
| Independent Financial Group, LLC | 81,289 | $761.7K | 0.01% | +2,000+2.5% | Added |
| Northwestern Mutual Wealth Management Co | 75,541 | $707.8K | 0.00% | +75,269+27,672.4% | Added |
| NWF Advisory Services Inc. | 71,650 | $671.4K | 0.06% | −10,200−12.5% | Reduced |
| Susquehanna International Group, LLP | 70,602 | $661.5K | 0.00% | +16,837+31.3% | Added |
| IMC-Chicago, LLC | 68,616 | $642.9K | 0.01% | +68,616 | New |
| XTX Topco Ltd | 67,276 | $630.4K | 0.01% | +56,369+516.8% | Added |
| Flagship Harbor Advisors, LLC | 62,668 | $587.2K | 0.02% | −3,856−5.8% | Reduced |
| Pin Oak Investment Advisors Inc | 62,173 | $583.0K | 0.41% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 62,095 | $581.8K | 0.00% | +45,627+277.1% | Added |
| Marex Group plc | 59,440 | $557.0K | 0.00% | +59,440 | New |
| Benjamin Edwards Inc | 59,173 | $554.5K | 0.01% | −2,073−3.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 55,769 | $520.3K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 51,630 | $483.8K | 0.00% | −6,225−10.8% | Reduced |
| Advisory Services Network, LLC | 47,264 | $442.9K | 0.01% | +6,500+15.9% | Added |
| Almitas Capital LLC | 46,399 | $434.8K | 0.10% | +46,399 | New |
| Pointe Capital Management LLC | 44,619 | $418.1K | 0.19% | −3,508−7.3% | Reduced |
| Future Financial Wealth Managment LLC | 42,340 | $385.7K | 0.24% | −5,817−12.1% | Reduced |
| Apriem Advisors | 39,129 | $366.6K | 0.03% | +7,631+24.2% | Added |
| Rock Point Advisors, LLC | 38,749 | $363.1K | 0.09% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 38,739 | $363.0K | 0.00% | +902+2.4% | Added |
| Fortitude Advisory Group L.L.C. | 36,756 | $344.4K | 0.13% | +1,932+5.5% | Added |
| Wealth Effects LLC | 36,745 | $344.3K | 0.09% | +650+1.8% | Added |
| Fifth Third Bancorp | 35,033 | $328.3K | 0.00% | +781+2.3% | Added |
| Cura Wealth Advisors, LLC | 34,912 | $327.1K | 0.14% | +512+1.5% | Added |
| Mallini Complete Financial Planning LLC | 34,773 | $325.8K | 0.23% | +358+1.0% | Added |
| MML Investors Services, LLC | 31,492 | $295.1K | 0.00% | +7,183+29.5% | Added |
| Readystate Asset Management LP | 31,085 | $291.3K | 0.01% | +31,085 | New |
| PFG Investments, LLC | 31,037 | $290.8K | 0.01% | −556−1.8% | Reduced |
| Virtue Asset Management LLC | 28,975 | $271.5K | 0.19% | −2,000−6.5% | Reduced |
| Citadel Advisors LLC | 28,089 | $263.2K | 0.00% | +28,089 | New |
| Mendel Capital Management LLC | 27,242 | $255.3K | 0.11% | 00.0% | Unchanged |
| Advisory Solutions Group, LLC | 25,211 | $236.2K | 0.08% | +25,211 | New |
| Stephens Inc | 23,100 | $216.4K | 0.00% | +5,944+34.6% | Added |
| HRT Financial LP | 22,693 | $212.0K | 0.00% | +22,693 | New |
| Quad-Cities Investment Group, LLC | 22,523 | $211.0K | 0.08% | −6,970−23.6% | Reduced |
| Conning Inc. | 22,455 | $210.4K | 0.01% | 00.0% | Unchanged |
| Terry L. Blaker | 21,000 | $196.8K | 0.01% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 20,000 | $187.4K | 0.06% | 00.0% | Unchanged |
| Nomura Holdings Inc | 20,000 | $187.4K | 0.00% | +10,000+100.0% | Added |
| Ashton Thomas Securities, LLC | 19,000 | $178.0K | 0.03% | −9,000−32.1% | Reduced |
| NBC Securities, Inc. | 18,300 | $171.5K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 17,365 | $162.7K | 0.00% | +180+1.0% | Added |
| Oppenheimer & Co Inc | 17,231 | $161.5K | 0.00% | +282+1.7% | Added |
| Dudley Capital Management, LLC | 17,000 | $159.3K | 0.06% | −383−2.2% | Reduced |
| Armis Advisers, LLC | 16,850 | $158.7K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 16,647 | $155.5K | 0.01% | −3,909−19.0% | Reduced |
| Camelot Portfolios, LLC | 16,576 | $155.3K | 0.11% | −45−0.3% | Reduced |
| WealthTrust Asset Management, LLC | 15,961 | $149.6K | 0.08% | −1,033−6.1% | Reduced |
| Quantinno Capital Management LP | 15,790 | $148.0K | 0.00% | +15,790 | New |
| Sandy Cove Advisors, LLC | 15,600 | $146.2K | 0.04% | 00.0% | Unchanged |
| Virtu Financial LLC | 14,964 | $140.0K | 0.00% | +14,964 | New |
| Cresset Asset Management, LLC | 14,400 | $134.9K | 0.00% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 14,384 | $134.8K | 0.00% | +14,384 | New |
| Onyx Bridge Wealth Group LLC | 14,363 | $134.6K | 0.01% | +233+1.6% | Added |
| Moors & Cabot, Inc. | 14,361 | $134.6K | 0.01% | −979−6.4% | Reduced |
| Harbour Investments, Inc. | 14,031 | $131.5K | 0.00% | −299−2.1% | Reduced |
| Cape Investment Advisory, Inc. | 13,341 | $125.0K | 0.03% | +1,155+9.5% | Added |
| Prospera Financial Services Inc | 13,128 | $123.0K | 0.00% | +13,128 | New |