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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.

Institutional holdersQ2 2021: 150 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 heldQ2 2021: $528.4M
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, Q2 2021

Shares, value and share of portfolio for each institution holding Eaton Vance Ltd Duration Income Fund; share changes are against Q1 2021.

Institutions holding EVV in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Tower Research Capital LLC (TRC)5$00.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.17$00.00%00.0%Unchanged
Dividend Assets Capital, LLC18$00.00%+18New
CWM, LLC55$1.00K0.00%00.0%Unchanged
Focused Wealth Management, Inc112$1.00K0.00%00.0%Unchanged
Panagora Asset Management Inc145$2.00K0.00%−183−55.8%Reduced
BBVA USA180$2.00K0.00%+180New
Bartlett & Co. LLC255$3.00K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC255$3.38K0.00%00.0%Unchanged
CoreFirst Bank & Trust428$6.00K0.00%00.0%Unchanged
Arkadios Wealth Advisors500$6.00K0.00%+500New
Steward Partners Investment Advisory, LLC675$9.00K0.00%−3,000−81.6%Reduced
NEXT Financial Group, Inc789$10.0K0.00%−122−13.4%Reduced
FourThought Financial, LLC925$12.0K0.00%00.0%Unchanged
Montag A & Associates Inc1,000$13.0K0.00%00.0%Unchanged
Mach-1 Financial Group, Inc.1,000$13.0K0.01%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,250$16.0K0.00%00.0%Unchanged
M&R Capital Management Inc1,400$18.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.1,575$20.0K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.1,610$21.0K0.00%00.0%Unchanged
First Manhattan Co1,714$22.0K0.00%−286−14.3%Reduced
The PNC Financial Services Group, Inc.1,727$23.0K0.00%+1,250+262.1%Added
Barrett Asset Management, LLC1,800$24.0K0.00%00.0%Unchanged
TCTC Holdings, LLC2,000$27.0K0.00%00.0%Unchanged
Global Retirement Partners, LLC2,156$29.0K0.00%00.0%Unchanged
Sound Income Strategies, LLC2,260$30.0K0.00%+2,260New
American Portfolios Advisors2,296$30.4K0.00%+1,275+124.9%Added
GPS Wealth Strategies Group, LLC3,050$40.0K0.01%00.0%Unchanged
Allworth Financial LP3,220$43.0K0.00%+970+43.1%Added
Carolinas Wealth Consulting LLC3,405$45.0K0.01%00.0%Unchanged
Optimum Investment Advisors4,500$60.0K0.02%00.0%Unchanged
Wagner Wealth Management, LLC6,990$93.0K0.07%−148−2.1%Reduced
Advisory Services Network, LLC7,750$103.0K0.00%+7,750New
FNY Investment Advisers, LLC8,000$106.0K0.04%−5,326−40.0%Reduced
Northwestern Mutual Wealth Management Co9,046$120.0K0.00%+430+5.0%Added
PFG Advisors10,060$133.0K0.02%00.0%Unchanged
Bank of New York Mellon Corp10,024$133.0K0.00%+10,024New
We Are One Seven, LLC10,180$135.0K0.02%−47−0.5%Reduced
Centaurus Financial, Inc.10,339$137.0K0.01%+10,339New
Wade G W & Inc10,785$143.0K0.01%00.0%Unchanged
Proequities, Inc.11,188$148.0K0.01%−9−0.1%Reduced
Good Life Advisors, LLC11,216$149.0K0.03%+42+0.4%Added
Future Financial Wealth Managment LLC11,726$155.0K0.16%+871+8.0%Added
AdvisorNet Financial, Inc12,011$159.0K0.01%−4,011−25.0%Reduced
WealthTrust Axiom LLC12,000$159.0K0.05%00.0%Unchanged
Strategic Wealth Advisors Group, LLC12,449$165.0K0.01%+12,449New
Ford Financial Group, LLC13,128$174.0K0.06%+108+0.8%Added
Hollencrest Capital Management13,209$175.0K0.02%00.0%Unchanged
Horizon Kinetics Asset Management LLC13,486$179.0K0.00%−243−1.8%Reduced
Claro Advisors LLC13,627$181.0K0.08%−367−2.6%Reduced
Marcum Wealth, LLC13,725$182.0K0.03%00.0%Unchanged
Meristem Family Wealth, LLC14,400$191.0K0.03%00.0%Unchanged
Greytown Advisors Inc.11,203$191.0K0.09%00.0%Unchanged
Moors & Cabot, Inc.14,745$196.0K0.01%−400−2.6%Reduced
Staley Capital Advisers Inc16,404$218.0K0.01%−964−5.6%Reduced
Fort Washington Investment Advisors Inc16,500$219.0K0.00%00.0%Unchanged
B. Riley Wealth Management, Inc.16,970$225.0K0.02%+2,016+13.5%Added
US Bancorp18,800$249.0K0.00%00.0%Unchanged
Stephens Inc20,195$268.0K0.00%−6,520−24.4%Reduced
Eaton Vance Management20,320$269.0K0.00%−167−0.8%Reduced
Evercore Wealth Management, LLC21,225$281.0K0.01%00.0%Unchanged
Jane Street Group, LLC21,683$288.0K0.00%+21,683New
WealthTrust Asset Management, LLC22,315$296.0K0.26%+22,315New
D. E. Shaw & Co., Inc.22,500$298.0K0.00%00.0%Unchanged
Sigma Planning Corp23,258$308.0K0.01%−587−2.5%Reduced
Powell Investment Advisors, LLC24,319$322.0K0.20%+557+2.3%Added
Baker Tilly Wealth Management, LLC25,600$339.0K0.05%00.0%Unchanged
Flagship Harbor Advisors, LLC25,640$340.0K0.04%−2,100−7.6%Reduced
Cetera Advisor Networks LLC27,668$367.0K0.01%+27,668New
ProVise Management Group, LLC29,050$385.0K0.04%−1,062−3.5%Reduced
BerganKDV Wealth Management, LLC29,621$393.0K0.05%−11,537−28.0%Reduced
Foresight Wealth Management, LLC29,712$394.0K0.17%+29,712New
Lazard Asset Management LLC–$397.0K0.00%––
Pin Oak Investment Advisors Inc30,863$409.0K0.42%+2,550+9.0%Added
Conning Inc.32,079$425.0K0.01%00.0%Unchanged
MJP Associates Inc33,666$446.0K0.15%−4,389−11.5%Reduced
Arete Wealth Advisors, LLC33,666$446.0K0.06%+445+1.3%Added
Quad-Cities Investment Group, LLC34,591$459.0K0.31%+1,088+3.2%Added
Cadence Wealth Management LLC35,288$468.0K0.40%−9,535−21.3%Reduced
Oarsman Capital, Inc.36,897$489.0K0.19%+50+0.1%Added
Oppenheimer & Co Inc37,303$495.0K0.01%+1,117+3.1%Added
Independent Financial Group, LLC39,862$528.6K0.06%+400+1.0%Added
Envestnet Asset Management Inc40,494$537.0K0.00%−87,477−68.4%Reduced
Citigroup Inc41,820$555.0K0.00%+6,535+18.5%Added
Capital Investment Advisors, LLC42,880$569.0K0.02%−1,005−2.3%Reduced
National Asset Management, Inc.43,077$572.0K0.02%+9,525+28.4%Added
Onyx Bridge Wealth Group LLC46,087$599.0K0.26%+1,739+3.9%Added
Sowell Financial Services LLC47,453$629.0K0.04%+18,197+62.2%Added
Pointe Capital Management LLC50,583$671.0K0.47%−2,575−4.8%Reduced
Creative Planning59,645$791.0K0.00%−12,061−16.8%Reduced
Ascendant Capital Management, LLC60,000$796.0K0.57%−40,000−40.0%Reduced
AE Wealth Management LLC60,135$797.0K0.01%+11,498+23.6%Added
Evergreen Capital Management LLC62,033$823.0K0.04%−950−1.5%Reduced
Rockefeller Capital Management L.P.66,435$880.0K0.00%−16,586−20.0%Reduced
Janney Montgomery Scott LLC67,735$898.0K0.00%−10,107−13.0%Reduced
Cahill Financial Advisors Inc67,877$900.0K0.20%+1,170+1.8%Added
HighTower Advisors, LLC68,802$915.0K0.00%−2,356−3.3%Reduced
Saba Capital Management, L.P.74,738$991.0K0.04%−1,448,601−95.1%Reduced
Cetera Advisors LLC75,266$998.0K0.02%+52,750+234.3%Added
Cambridge Investment Research Advisors, Inc.78,146$1.04M0.00%+8,991+13.0%Added