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, Q2 2021
Institutional positions in Eaton Vance Ltd Duration Income Fund as of Jun 30, 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
- 150
- +4 vs. Q1 2021
- Shares held
- 39.8M
- −5.68M (−12.5%) vs. Q1 2021
- Total value
- $528.4M
- −$46.7M (−8.1%) vs. Q1 2021
- New holders
- 15
- 54 more added
- Sold out
- 11
- 44 more reduced
Compare with Q1 2021: 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 | $398.9M |
| Q1 2026 | 135 | $382.9M |
| Q4 2025 | 145 | $388.4M |
| Q3 2025 | 141 | $392.7M |
| Q2 2025 | 146 | $389.8M |
| Q1 2025 | 151 | $371.9M |
| Q4 2024 | 166 | $358.7M |
| Q3 2024 | 144 | $371.1M |
| Q2 2024 | 144 | $358.6M |
| Q1 2024 | 151 | $362.6M |
| Q4 2023 | 165 | $349.5M |
| Q3 2023 | 155 | $311.2M |
| Q2 2023 | 156 | $303.7M |
| Q1 2023 | 154 | $305.6M |
| Q4 2022 | 167 | $302.9M |
| Q3 2022 | 149 | $293.9M |
| Q2 2022 | 151 | $333.6M |
| 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 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Ltd Duration Income Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 8,273,952 | $109.7M | 0.01% | +207,147+2.6% | Added |
| Sit Investment Associates Inc | 7,218,868 | $95.7M | 2.37% | −1,567,591−17.8% | Reduced |
| Parametric Portfolio Associates LLC | 2,066,683 | $27.4M | 0.02% | −351,776−14.5% | Reduced |
| Relative Value Partners Group, LLC | 1,959,602 | $26.0M | 2.02% | −715,397−26.7% | Reduced |
| Invesco Ltd. | 1,679,465 | $22.3M | 0.01% | +43,717+2.7% | Added |
| UBS Group AG | 1,563,555 | $20.7M | 0.01% | +27,635+1.8% | Added |
| Penserra Capital Management LLC | 1,391,666 | $18.5M | 0.33% | +309,501+28.6% | Added |
| Cohen & Steers, Inc. | 1,306,960 | $17.3M | 0.03% | +270,860+26.1% | Added |
| Bramshill Investments, LLC | 1,288,083 | $17.1M | 1.31% | +836,381+185.2% | Added |
| 1607 Capital Partners, LLC | 1,069,253 | $14.2M | 0.68% | −1,311,392−55.1% | Reduced |
| Chicago Partners Investment Group LLC | 931,873 | $12.2M | 0.91% | +18,116+2.0% | Added |
| Bank of America Corp | 835,854 | $11.1M | 0.00% | +101,326+13.8% | Added |
| Wells Fargo & Company | 622,836 | $8.26M | 0.00% | −47,709−7.1% | Reduced |
| Oak Hill Advisors LP | 473,416 | $6.28M | 0.60% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 471,882 | $6.26M | 0.04% | −478,074−50.3% | Reduced |
| LPL Financial LLC | 466,083 | $6.18M | 0.01% | +30,189+6.9% | Added |
| Royal Bank of Canada | 408,736 | $5.42M | 0.00% | −52,474−11.4% | Reduced |
| Advisor Group Holdings, Inc. | 383,856 | $5.10M | 0.01% | +64,969+20.4% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 332,243 | $4.41M | 1.84% | −379,383−53.3% | Reduced |
| Camelot Portfolios, LLC | 297,283 | $3.94M | 1.59% | +2,899+1.0% | Added |
| Ameriprise Financial Inc | 283,970 | $3.77M | 0.00% | +26,758+10.4% | Added |
| Thrivent Financial for Lutherans | 261,056 | $3.46M | 0.01% | +89,100+51.8% | Added |
| Howard Wealth Management, LLC | 259,292 | $3.44M | 1.89% | +20,688+8.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 254,608 | $3.38M | 0.01% | +38,209+17.7% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 231,298 | $3.07M | 0.95% | +231,298 | New |
| Commonwealth Equity Services, LLC | 221,195 | $2.93M | 0.01% | +26,775+13.8% | Added |
| Zazove Associates LLC | 217,221 | $2.88M | 0.26% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 205,925 | $2.73M | 0.17% | −19,263−8.6% | Reduced |
| Aviance Capital Partners, LLC | 196,566 | $2.61M | 0.46% | +26,965+15.9% | Added |
| Coastal Bridge Advisors, LLC | 185,580 | $2.46M | 0.50% | +1,955+1.1% | Added |
| Shaker Financial Services, LLC | 179,219 | $2.38M | 0.88% | +78,014+77.1% | Added |
| First Foundation Advisors | 169,792 | $2.25M | 0.09% | −18,061−9.6% | Reduced |
| Raymond James & Associates | 157,623 | $2.09M | 0.00% | +30,019+23.5% | Added |
| Gilbert & Cook, Inc. | 151,585 | $2.01M | 0.36% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 149,460 | $1.98M | 0.03% | +47,859+47.1% | Added |
| EWG Elevate Inc. | 148,102 | $1.96M | 0.76% | +9,362+6.7% | Added |
| Stifel Financial Corp | 144,062 | $1.91M | 0.00% | +38,848+36.9% | Added |
| Cetera Investment Advisers | 125,345 | $1.66M | 0.03% | +664+0.5% | Added |
| Rock Point Advisors, LLC | 123,958 | $1.64M | 0.47% | +29,455+31.2% | Added |
| Truist Financial Corp | 119,822 | $1.59M | 0.00% | +23,594+24.5% | Added |
| Fiera Capital Corp | 118,360 | $1.57M | 0.00% | +30,444+34.6% | Added |
| Merit Financial Group, LLC | 106,416 | $1.41M | 0.13% | +112+0.1% | Added |
| Selway Asset Management | 100,834 | $1.34M | 0.72% | −3,200−3.1% | Reduced |
| Wedbush Securities Inc | 87,475 | $1.16M | 0.05% | −1,717−1.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 87,375 | $1.16M | 0.16% | +87,375 | New |
| Kestra Advisory Services, LLC | 85,994 | $1.14M | 0.01% | +774+0.9% | Added |
| Harbour Investments, Inc. | 85,604 | $1.14M | 0.04% | −5,531−6.1% | Reduced |
| Clear Creek Financial Management, LLC | 85,025 | $1.13M | 0.17% | +85,025 | New |
| Mid Atlantic Financial Management Inc | 82,554 | $1.09M | 0.07% | +2,209+2.7% | Added |
| Apriem Advisors | 79,244 | $1.05M | 0.16% | +2,531+3.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 78,146 | $1.04M | 0.00% | +8,991+13.0% | Added |
| Cetera Advisors LLC | 75,266 | $998.0K | 0.02% | +52,750+234.3% | Added |
| Saba Capital Management, L.P. | 74,738 | $991.0K | 0.04% | −1,448,601−95.1% | Reduced |
| HighTower Advisors, LLC | 68,802 | $915.0K | 0.00% | −2,356−3.3% | Reduced |
| Cahill Financial Advisors Inc | 67,877 | $900.0K | 0.20% | +1,170+1.8% | Added |
| Janney Montgomery Scott LLC | 67,735 | $898.0K | 0.00% | −10,107−13.0% | Reduced |
| Rockefeller Capital Management L.P. | 66,435 | $880.0K | 0.00% | −16,586−20.0% | Reduced |
| Evergreen Capital Management LLC | 62,033 | $823.0K | 0.04% | −950−1.5% | Reduced |
| AE Wealth Management LLC | 60,135 | $797.0K | 0.01% | +11,498+23.6% | Added |
| Ascendant Capital Management, LLC | 60,000 | $796.0K | 0.57% | −40,000−40.0% | Reduced |
| Creative Planning | 59,645 | $791.0K | 0.00% | −12,061−16.8% | Reduced |
| Pointe Capital Management LLC | 50,583 | $671.0K | 0.47% | −2,575−4.8% | Reduced |
| Sowell Financial Services LLC | 47,453 | $629.0K | 0.04% | +18,197+62.2% | Added |
| Onyx Bridge Wealth Group LLC | 46,087 | $599.0K | 0.26% | +1,739+3.9% | Added |
| National Asset Management, Inc. | 43,077 | $572.0K | 0.02% | +9,525+28.4% | Added |
| Capital Investment Advisors, LLC | 42,880 | $569.0K | 0.02% | −1,005−2.3% | Reduced |
| Citigroup Inc | 41,820 | $555.0K | 0.00% | +6,535+18.5% | Added |
| Envestnet Asset Management Inc | 40,494 | $537.0K | 0.00% | −87,477−68.4% | Reduced |
| Independent Financial Group, LLC | 39,862 | $528.6K | 0.06% | +400+1.0% | Added |
| Oppenheimer & Co Inc | 37,303 | $495.0K | 0.01% | +1,117+3.1% | Added |
| Oarsman Capital, Inc. | 36,897 | $489.0K | 0.19% | +50+0.1% | Added |
| Cadence Wealth Management LLC | 35,288 | $468.0K | 0.40% | −9,535−21.3% | Reduced |
| Quad-Cities Investment Group, LLC | 34,591 | $459.0K | 0.31% | +1,088+3.2% | Added |
| MJP Associates Inc | 33,666 | $446.0K | 0.15% | −4,389−11.5% | Reduced |
| Arete Wealth Advisors, LLC | 33,666 | $446.0K | 0.06% | +445+1.3% | Added |
| Conning Inc. | 32,079 | $425.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 30,863 | $409.0K | 0.42% | +2,550+9.0% | Added |
| Lazard Asset Management LLC | – | $397.0K | 0.00% | – | – |
| Foresight Wealth Management, LLC | 29,712 | $394.0K | 0.17% | +29,712 | New |
| BerganKDV Wealth Management, LLC | 29,621 | $393.0K | 0.05% | −11,537−28.0% | Reduced |
| ProVise Management Group, LLC | 29,050 | $385.0K | 0.04% | −1,062−3.5% | Reduced |
| Cetera Advisor Networks LLC | 27,668 | $367.0K | 0.01% | +27,668 | New |
| Flagship Harbor Advisors, LLC | 25,640 | $340.0K | 0.04% | −2,100−7.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 25,600 | $339.0K | 0.05% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 24,319 | $322.0K | 0.20% | +557+2.3% | Added |
| Sigma Planning Corp | 23,258 | $308.0K | 0.01% | −587−2.5% | Reduced |
| D. E. Shaw & Co., Inc. | 22,500 | $298.0K | 0.00% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 22,315 | $296.0K | 0.26% | +22,315 | New |
| Jane Street Group, LLC | 21,683 | $288.0K | 0.00% | +21,683 | New |
| Evercore Wealth Management, LLC | 21,225 | $281.0K | 0.01% | 00.0% | Unchanged |
| Eaton Vance Management | 20,320 | $269.0K | 0.00% | −167−0.8% | Reduced |
| Stephens Inc | 20,195 | $268.0K | 0.00% | −6,520−24.4% | Reduced |
| US Bancorp | 18,800 | $249.0K | 0.00% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 16,970 | $225.0K | 0.02% | +2,016+13.5% | Added |
| Fort Washington Investment Advisors Inc | 16,500 | $219.0K | 0.00% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 16,404 | $218.0K | 0.01% | −964−5.6% | Reduced |
| Moors & Cabot, Inc. | 14,745 | $196.0K | 0.01% | −400−2.6% | Reduced |
| Meristem Family Wealth, LLC | 14,400 | $191.0K | 0.03% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 11,203 | $191.0K | 0.09% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 13,725 | $182.0K | 0.03% | 00.0% | Unchanged |