Skip to main content

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 $398.9M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Eaton Vance Ltd Duration Income Fund as of Mar 31, 2021. 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
146
No complete 13F data for Q4 2020
Shares held
45.5M
No complete 13F data for Q4 2020
Total value
$575.1M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 146 institutions
Q1 2021: 146 institutionsQ2 2021: 150 institutionsQ3 2021: 147 institutionsQ4 2021: 160 institutionsQ1 2022: 155 institutionsQ2 2022: 151 institutionsQ3 2022: 149 institutionsQ4 2022: 167 institutionsQ1 2023: 154 institutionsQ2 2023: 156 institutionsQ3 2023: 155 institutionsQ4 2023: 165 institutionsQ1 2024: 151 institutionsQ2 2024: 144 institutionsQ3 2024: 144 institutionsQ4 2024: 166 institutionsQ1 2025: 151 institutionsQ2 2025: 146 institutionsQ3 2025: 141 institutionsQ4 2025: 145 institutionsQ1 2026: 135 institutionsQ2 2026: 143 institutions
Value heldQ1 2021: $575.1M
Q1 2021: $575.1MQ2 2021: $528.4MQ3 2021: $447.1MQ4 2021: $429.4MQ1 2022: $372.1MQ2 2022: $333.6MQ3 2022: $293.9MQ4 2022: $302.9MQ1 2023: $305.6MQ2 2023: $303.7MQ3 2023: $311.2MQ4 2023: $349.5MQ1 2024: $362.6MQ2 2024: $358.6MQ3 2024: $371.1MQ4 2024: $358.7MQ1 2025: $371.9MQ2 2025: $389.8MQ3 2025: $392.7MQ4 2025: $388.4MQ1 2026: $382.9MQ2 2026: $398.9M
Institutions holding EVV and their total value by quarter
QuarterHoldersValue
Q2 2026143$398.9M
Q1 2026135$382.9M
Q4 2025145$388.4M
Q3 2025141$392.7M
Q2 2025146$389.8M
Q1 2025151$371.9M
Q4 2024166$358.7M
Q3 2024144$371.1M
Q2 2024144$358.6M
Q1 2024151$362.6M
Q4 2023165$349.5M
Q3 2023155$311.2M
Q2 2023156$303.7M
Q1 2023154$305.6M
Q4 2022167$302.9M
Q3 2022149$293.9M
Q2 2022151$333.6M
Q1 2022155$372.1M
Q4 2021160$429.4M
Q3 2021147$447.1M
Q2 2021150$528.4M
Q1 2021146$575.1M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Eaton Vance Ltd Duration Income Fund.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding EVV in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Sit Investment Associates Inc8,786,459$111.0M2.90%––
Morgan Stanley8,066,805$101.9M0.01%––
Relative Value Partners Group, LLC2,674,999$33.8M2.89%––
Parametric Portfolio Associates LLC2,418,459$30.5M0.02%––
1607 Capital Partners, LLC2,380,645$30.1M1.45%––
Rivernorth Capital Management, LLC1,728,858$21.8M1.31%––
Invesco Ltd.1,635,748$20.7M0.01%––
UBS Group AG1,535,920$19.4M0.01%––
Saba Capital Management, L.P.1,523,339$19.2M0.79%––
Penserra Capital Management LLC1,082,165$13.7M0.25%––
Cohen & Steers, Inc.1,036,100$13.1M0.03%––
Guggenheim Capital LLC949,956$12.0M0.08%––
Chicago Partners Investment Group LLC913,757$11.6M0.96%––
Bank of America Corp734,528$9.28M0.00%––
Thomas J. Herzfeld Advisors, Inc.711,626$8.99M4.08%––
Wells Fargo & Company670,545$8.47M0.00%––
Oak Hill Advisors LP473,416$5.98M1.14%––
Royal Bank of Canada461,210$5.82M0.00%––
Bramshill Investments, LLC451,702$5.71M0.36%––
LPL Financial LLC435,894$5.50M0.01%––
Vivaldi Capital Management, LLC331,755$4.24M0.84%––
Advisor Group Holdings, Inc.318,887$4.03M0.01%––
Camelot Portfolios, LLC294,384$3.72M1.55%––
Ameriprise Financial Inc257,212$3.25M0.00%––
Howard Wealth Management, LLC238,604$3.01M1.76%––
IHT Wealth Management, LLC225,188$2.84M0.20%––
Zazove Associates LLC217,221$2.74M0.32%––
Raymond James Financial Services Advisors, Inc.216,399$2.73M0.01%––
Commonwealth Equity Services, LLC194,420$2.46M0.01%––
First Foundation Advisors187,853$2.37M0.10%––
Coastal Bridge Advisors, LLC183,625$2.32M0.42%––
Thrivent Financial for Lutherans171,956$2.17M0.00%––
Aviance Capital Partners, LLC169,601$2.14M0.41%––
Gilbert & Cook, Inc.151,585$1.92M0.38%––
EWG Elevate Inc.138,740$1.75M0.78%––
Envestnet Asset Management Inc127,971$1.62M0.00%––
Raymond James & Associates127,604$1.61M0.00%––
Cetera Investment Advisers124,681$1.57M0.03%––
Merit Financial Group, LLC106,304$1.34M0.14%––
Stifel Financial Corp105,214$1.33M0.00%––
Selway Asset Management104,034$1.31M0.77%––
Advisors Asset Management, Inc.101,601$1.28M0.02%––
Shaker Financial Services, LLC101,205$1.28M0.51%––
Ascendant Capital Management, LLC100,000$1.26M1.11%––
Truist Financial Corp96,228$1.22M0.00%––
Rock Point Advisors, LLC94,503$1.19M0.37%––
Harbour Investments, Inc.91,135$1.15M0.04%––
Wedbush Securities Inc89,192$1.13M0.06%––
Fiera Capital Corp87,916$1.11M0.00%––
Kestra Advisory Services, LLC85,220$1.08M0.01%––
Rockefeller Capital Management L.P.83,021$1.05M0.01%––
Mid Atlantic Financial Management Inc80,345$1.01M0.07%––
Janney Montgomery Scott LLC77,842$983.0K0.00%––
Apriem Advisors76,713$969.0K0.15%––
Creative Planning71,706$906.0K0.00%––
HighTower Advisors, LLC71,158$896.0K0.00%––
Park Avenue Securities LLC70,899$895.0K0.02%––
Cambridge Investment Research Advisors, Inc.69,155$873.0K0.00%––
Cahill Financial Advisors Inc66,707$843.0K0.21%––
Evergreen Capital Management LLC62,983$795.0K0.04%––
Pointe Capital Management LLC53,158$671.0K0.48%––
AE Wealth Management LLC48,637$614.0K0.01%––
Cadence Wealth Management LLC44,823$566.0K0.51%––
Onyx Bridge Wealth Group LLC44,348$560.0K0.28%––
Capital Investment Advisors, LLC43,885$554.0K0.02%––
BerganKDV Wealth Management, LLC41,158$520.0K0.07%––
Independent Financial Group, LLC39,462$498.4K0.06%––
MJP Associates Inc38,055$481.0K0.20%––
Oarsman Capital, Inc.36,847$465.0K0.20%––
Oppenheimer & Co Inc36,186$457.0K0.01%––
Citigroup Inc35,285$446.0K0.00%––
National Asset Management, Inc.33,552$424.0K0.01%––
Quad-Cities Investment Group, LLC33,503$423.0K0.32%––
Arete Wealth Advisors, LLC33,221$420.0K0.05%––
Conning Inc.32,079$405.0K0.01%––
ProVise Management Group, LLC30,112$380.0K0.04%––
Sowell Financial Services LLC29,256$379.0K0.01%––
Pin Oak Investment Advisors Inc28,313$358.0K0.30%––
Flagship Harbor Advisors, LLC27,740$350.0K0.04%––
Stephens Inc26,715$337.0K0.01%––
Baker Tilly Wealth Management, LLC25,600$323.0K0.07%––
Sigma Planning Corp23,845$301.0K0.01%––
Powell Investment Advisors, LLC23,762$300.0K0.20%––
D. E. Shaw & Co., Inc.22,500$284.0K0.00%––
Cetera Advisors LLC22,516$284.0K0.01%––
Evercore Wealth Management, LLC21,225$268.0K0.01%––
Eaton Vance Management20,487$259.0K0.00%––
US Bancorp18,800$238.0K0.00%––
Staley Capital Advisers Inc17,368$219.0K0.01%––
Fort Washington Investment Advisors Inc16,500$208.0K0.00%––
AdvisorNet Financial, Inc16,022$202.0K0.01%––
Moors & Cabot, Inc.15,145$191.0K0.01%––
B. Riley Wealth Management, Inc.14,954$189.0K0.02%––
Meristem Family Wealth, LLC14,400$182.0K0.04%––
Greytown Advisors Inc.11,203$181.0K0.10%––
Claro Advisors LLC13,994$177.0K0.09%––
Horizon Kinetics Asset Management LLC13,729$173.0K0.00%––
Marcum Wealth, LLC13,725$173.0K0.03%––
FNY Investment Advisers, LLC13,326$168.0K0.06%––
Hollencrest Capital Management13,209$167.0K0.02%––