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 |
|---|---|---|---|---|---|
| Claro Advisors LLC | 13,627 | $181.0K | 0.08% | −367−2.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 13,486 | $179.0K | 0.00% | −243−1.8% | Reduced |
| Hollencrest Capital Management | 13,209 | $175.0K | 0.02% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 13,128 | $174.0K | 0.06% | +108+0.8% | Added |
| Strategic Wealth Advisors Group, LLC | 12,449 | $165.0K | 0.01% | +12,449 | New |
| AdvisorNet Financial, Inc | 12,011 | $159.0K | 0.01% | −4,011−25.0% | Reduced |
| WealthTrust Axiom LLC | 12,000 | $159.0K | 0.05% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 11,726 | $155.0K | 0.16% | +871+8.0% | Added |
| Good Life Advisors, LLC | 11,216 | $149.0K | 0.03% | +42+0.4% | Added |
| Proequities, Inc. | 11,188 | $148.0K | 0.01% | −9−0.1% | Reduced |
| Wade G W & Inc | 10,785 | $143.0K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 10,339 | $137.0K | 0.01% | +10,339 | New |
| We Are One Seven, LLC | 10,180 | $135.0K | 0.02% | −47−0.5% | Reduced |
| PFG Advisors | 10,060 | $133.0K | 0.02% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 10,024 | $133.0K | 0.00% | +10,024 | New |
| Northwestern Mutual Wealth Management Co | 9,046 | $120.0K | 0.00% | +430+5.0% | Added |
| FNY Investment Advisers, LLC | 8,000 | $106.0K | 0.04% | −5,326−40.0% | Reduced |
| Advisory Services Network, LLC | 7,750 | $103.0K | 0.00% | +7,750 | New |
| Wagner Wealth Management, LLC | 6,990 | $93.0K | 0.07% | −148−2.1% | Reduced |
| Optimum Investment Advisors | 4,500 | $60.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3,405 | $45.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 3,220 | $43.0K | 0.00% | +970+43.1% | Added |
| GPS Wealth Strategies Group, LLC | 3,050 | $40.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,296 | $30.4K | 0.00% | +1,275+124.9% | Added |
| Sound Income Strategies, LLC | 2,260 | $30.0K | 0.00% | +2,260 | New |
| Global Retirement Partners, LLC | 2,156 | $29.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,000 | $27.0K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 1,800 | $24.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,727 | $23.0K | 0.00% | +1,250+262.1% | Added |
| First Manhattan Co | 1,714 | $22.0K | 0.00% | −286−14.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,610 | $21.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,575 | $20.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,400 | $18.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,250 | $16.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 1,000 | $13.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 925 | $12.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 789 | $10.0K | 0.00% | −122−13.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 675 | $9.00K | 0.00% | −3,000−81.6% | Reduced |
| CoreFirst Bank & Trust | 428 | $6.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 500 | $6.00K | 0.00% | +500 | New |
| Bartlett & Co. Wealth Management LLC | 255 | $3.38K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 255 | $3.00K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 145 | $2.00K | 0.00% | −183−55.8% | Reduced |
| BBVA USA | 180 | $2.00K | 0.00% | +180 | New |
| CWM, LLC | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 112 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 18 | $0 | 0.00% | +18 | New |
| 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 |