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 |
|---|---|---|---|---|---|
| Apriem Advisors | 79,244 | $1.05M | 0.16% | +2,531+3.3% | Added |
| Mid Atlantic Financial Management Inc | 82,554 | $1.09M | 0.07% | +2,209+2.7% | Added |
| Clear Creek Financial Management, LLC | 85,025 | $1.13M | 0.17% | +85,025 | New |
| Harbour Investments, Inc. | 85,604 | $1.14M | 0.04% | −5,531−6.1% | Reduced |
| Kestra Advisory Services, LLC | 85,994 | $1.14M | 0.01% | +774+0.9% | Added |
| Pekin Hardy Strauss, Inc. | 87,375 | $1.16M | 0.16% | +87,375 | New |
| Wedbush Securities Inc | 87,475 | $1.16M | 0.05% | −1,717−1.9% | Reduced |
| Selway Asset Management | 100,834 | $1.34M | 0.72% | −3,200−3.1% | Reduced |
| Merit Financial Group, LLC | 106,416 | $1.41M | 0.13% | +112+0.1% | Added |
| Fiera Capital Corp | 118,360 | $1.57M | 0.00% | +30,444+34.6% | Added |
| Truist Financial Corp | 119,822 | $1.59M | 0.00% | +23,594+24.5% | Added |
| Rock Point Advisors, LLC | 123,958 | $1.64M | 0.47% | +29,455+31.2% | Added |
| Cetera Investment Advisers | 125,345 | $1.66M | 0.03% | +664+0.5% | Added |
| Stifel Financial Corp | 144,062 | $1.91M | 0.00% | +38,848+36.9% | Added |
| EWG Elevate Inc. | 148,102 | $1.96M | 0.76% | +9,362+6.7% | Added |
| Advisors Asset Management, Inc. | 149,460 | $1.98M | 0.03% | +47,859+47.1% | Added |
| Gilbert & Cook, Inc. | 151,585 | $2.01M | 0.36% | 00.0% | Unchanged |
| Raymond James & Associates | 157,623 | $2.09M | 0.00% | +30,019+23.5% | Added |
| First Foundation Advisors | 169,792 | $2.25M | 0.09% | −18,061−9.6% | Reduced |
| Shaker Financial Services, LLC | 179,219 | $2.38M | 0.88% | +78,014+77.1% | Added |
| Coastal Bridge Advisors, LLC | 185,580 | $2.46M | 0.50% | +1,955+1.1% | Added |
| Aviance Capital Partners, LLC | 196,566 | $2.61M | 0.46% | +26,965+15.9% | Added |
| IHT Wealth Management, LLC | 205,925 | $2.73M | 0.17% | −19,263−8.6% | Reduced |
| Zazove Associates LLC | 217,221 | $2.88M | 0.26% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 221,195 | $2.93M | 0.01% | +26,775+13.8% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 231,298 | $3.07M | 0.95% | +231,298 | New |
| Raymond James Financial Services Advisors, Inc. | 254,608 | $3.38M | 0.01% | +38,209+17.7% | Added |
| Howard Wealth Management, LLC | 259,292 | $3.44M | 1.89% | +20,688+8.7% | Added |
| Thrivent Financial for Lutherans | 261,056 | $3.46M | 0.01% | +89,100+51.8% | Added |
| Ameriprise Financial Inc | 283,970 | $3.77M | 0.00% | +26,758+10.4% | Added |
| Camelot Portfolios, LLC | 297,283 | $3.94M | 1.59% | +2,899+1.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 332,243 | $4.41M | 1.84% | −379,383−53.3% | Reduced |
| Advisor Group Holdings, Inc. | 383,856 | $5.10M | 0.01% | +64,969+20.4% | Added |
| Royal Bank of Canada | 408,736 | $5.42M | 0.00% | −52,474−11.4% | Reduced |
| LPL Financial LLC | 466,083 | $6.18M | 0.01% | +30,189+6.9% | Added |
| Guggenheim Capital LLC | 471,882 | $6.26M | 0.04% | −478,074−50.3% | Reduced |
| Oak Hill Advisors LP | 473,416 | $6.28M | 0.60% | 00.0% | Unchanged |
| Wells Fargo & Company | 622,836 | $8.26M | 0.00% | −47,709−7.1% | Reduced |
| Bank of America Corp | 835,854 | $11.1M | 0.00% | +101,326+13.8% | Added |
| Chicago Partners Investment Group LLC | 931,873 | $12.2M | 0.91% | +18,116+2.0% | Added |
| 1607 Capital Partners, LLC | 1,069,253 | $14.2M | 0.68% | −1,311,392−55.1% | Reduced |
| Bramshill Investments, LLC | 1,288,083 | $17.1M | 1.31% | +836,381+185.2% | Added |
| Cohen & Steers, Inc. | 1,306,960 | $17.3M | 0.03% | +270,860+26.1% | Added |
| Penserra Capital Management LLC | 1,391,666 | $18.5M | 0.33% | +309,501+28.6% | Added |
| UBS Group AG | 1,563,555 | $20.7M | 0.01% | +27,635+1.8% | Added |
| Invesco Ltd. | 1,679,465 | $22.3M | 0.01% | +43,717+2.7% | Added |
| Relative Value Partners Group, LLC | 1,959,602 | $26.0M | 2.02% | −715,397−26.7% | Reduced |
| Parametric Portfolio Associates LLC | 2,066,683 | $27.4M | 0.02% | −351,776−14.5% | Reduced |
| Sit Investment Associates Inc | 7,218,868 | $95.7M | 2.37% | −1,567,591−17.8% | Reduced |
| Morgan Stanley | 8,273,952 | $109.7M | 0.01% | +207,147+2.6% | Added |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −1,728,858−100.0% | Sold out |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −331,755−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −70,899−100.0% | Sold out |
| Integrated Capital Management, Inc. | 0 | $0 | 0.00% | −11,184−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −10,525−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,203−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −1,702−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −912−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −893−100.0% | Sold out |
| Manchester Financial Inc | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Sittner & Nelson, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |