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, Q3 2021
Institutional positions in Eaton Vance Ltd Duration Income Fund as of Sep 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
- 147
- −2 vs. Q2 2021
- Shares held
- 33.9M
- −5.94M (−14.9%) vs. Q2 2021
- Total value
- $447.1M
- −$81.3M (−15.4%) vs. Q2 2021
- New holders
- 10
- 48 more added
- Sold out
- 12
- 50 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Ltd Duration Income Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 7,905,514 | $104.2M | 0.01% | −368,438−4.5% | Reduced |
| Sit Investment Associates Inc | 7,178,536 | $94.6M | 2.45% | −40,332−0.6% | Reduced |
| UBS Group AG | 1,629,515 | $21.5M | 0.01% | +65,960+4.2% | Added |
| Invesco Ltd. | 1,558,584 | $20.5M | 0.01% | −120,881−7.2% | Reduced |
| Cohen & Steers, Inc. | 1,264,284 | $16.7M | 0.03% | −42,676−3.3% | Reduced |
| Relative Value Partners Group, LLC | 1,190,082 | $15.7M | 1.18% | −769,520−39.3% | Reduced |
| Penserra Capital Management LLC | 965,621 | $12.7M | 0.26% | −426,045−30.6% | Reduced |
| Chicago Partners Investment Group LLC | 923,528 | $12.2M | 0.85% | −8,345−0.9% | Reduced |
| Bank of America Corp | 923,334 | $12.2M | 0.00% | +87,480+10.5% | Added |
| Parametric Portfolio Associates LLC | 610,530 | $8.05M | 0.00% | −1,456,153−70.5% | Reduced |
| Guggenheim Capital LLC | 517,445 | $6.82M | 0.04% | +45,563+9.7% | Added |
| Citadel Advisors LLC | 510,668 | $6.73M | 0.01% | +510,668 | New |
| LPL Financial LLC | 469,310 | $6.19M | 0.01% | +3,227+0.7% | Added |
| Oak Hill Advisors LP | 436,415 | $5.75M | 0.51% | −37,001−7.8% | Reduced |
| Wells Fargo & Company | 435,113 | $5.74M | 0.00% | −187,723−30.1% | Reduced |
| Advisor Group Holdings, Inc. | 423,036 | $5.58M | 0.01% | +39,180+10.2% | Added |
| Royal Bank of Canada | 375,330 | $4.95M | 0.00% | −33,406−8.2% | Reduced |
| Ameriprise Financial Inc | 283,102 | $3.75M | 0.00% | −868−0.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 278,562 | $3.67M | 0.01% | +23,954+9.4% | Added |
| Howard Wealth Management, LLC | 274,959 | $3.62M | 2.03% | +15,667+6.0% | Added |
| Thrivent Financial for Lutherans | 274,056 | $3.61M | 0.01% | +13,000+5.0% | Added |
| Commonwealth Equity Services, LLC | 261,861 | $3.45M | 0.01% | +40,666+18.4% | Added |
| Bramshill Investments, LLC | 221,923 | $2.92M | 0.25% | −1,066,160−82.8% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 208,041 | $2.74M | 0.83% | −23,257−10.1% | Reduced |
| Advisors Asset Management, Inc. | 198,260 | $2.61M | 0.04% | +48,800+32.7% | Added |
| Cetera Investment Advisers | 173,981 | $2.29M | 0.04% | +48,636+38.8% | Added |
| Stifel Financial Corp | 161,629 | $2.13M | 0.00% | +17,567+12.2% | Added |
| Camelot Portfolios, LLC | 159,771 | $2.11M | 1.08% | −137,512−46.3% | Reduced |
| Raymond James & Associates | 159,530 | $2.10M | 0.00% | +1,907+1.2% | Added |
| EWG Elevate Inc. | 156,130 | $2.06M | 0.85% | +8,028+5.4% | Added |
| Gilbert & Cook, Inc. | 151,585 | $2.00M | 0.36% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 132,071 | $1.74M | 0.31% | −64,495−32.8% | Reduced |
| Kestra Advisory Services, LLC | 121,792 | $1.60M | 0.02% | +35,798+41.6% | Added |
| Fiera Capital Corp | 118,360 | $1.56M | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 116,999 | $1.54M | 0.00% | −2,823−2.4% | Reduced |
| Merit Financial Group, LLC | 106,566 | $1.41M | 0.15% | +150+0.1% | Added |
| Selway Asset Management | 100,834 | $1.33M | 0.73% | 00.0% | Unchanged |
| Ascendant Capital Management, LLC | 100,000 | $1.32M | 1.00% | +40,000+66.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 89,892 | $1.19M | 0.01% | +11,746+15.0% | Added |
| Wedbush Securities Inc | 87,487 | $1.15M | 0.05% | +120.0% | Added |
| Apriem Advisors | 85,753 | $1.13M | 0.16% | +6,509+8.2% | Added |
| Clear Creek Financial Management, LLC | 84,847 | $1.12M | 0.18% | −178−0.2% | Reduced |
| Shaker Financial Services, LLC | 84,598 | $1.11M | 0.45% | −94,621−52.8% | Reduced |
| Rock Point Advisors, LLC | 84,433 | $1.11M | 0.33% | −39,525−31.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 76,991 | $1.01M | 0.05% | +75,381+4,682.0% | Added |
| Saba Capital Management, L.P. | 74,738 | $985.0K | 0.03% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 74,244 | $979.0K | 0.08% | +63,905+618.1% | Added |
| Cetera Advisors LLC | 74,033 | $976.0K | 0.02% | −1,233−1.6% | Reduced |
| Mid Atlantic Financial Management Inc | 72,555 | $956.0K | 0.06% | −9,999−12.1% | Reduced |
| National Asset Management, Inc. | 70,768 | $933.0K | 0.03% | +27,691+64.3% | Added |
| AE Wealth Management LLC | 69,758 | $919.0K | 0.01% | +9,623+16.0% | Added |
| HighTower Advisors, LLC | 69,379 | $915.0K | 0.00% | +577+0.8% | Added |
| Janney Montgomery Scott LLC | 69,233 | $913.0K | 0.00% | +1,498+2.2% | Added |
| Cahill Financial Advisors Inc | 68,838 | $907.0K | 0.19% | +961+1.4% | Added |
| Evergreen Capital Management LLC | 61,733 | $814.0K | 0.04% | −300−0.5% | Reduced |
| Creative Planning | 61,145 | $806.0K | 0.00% | +1,500+2.5% | Added |
| Sowell Financial Services LLC | 55,305 | $729.0K | 0.05% | +7,852+16.5% | Added |
| Rockefeller Capital Management L.P. | 51,194 | $674.0K | 0.00% | −15,241−22.9% | Reduced |
| Onyx Bridge Wealth Group LLC | 46,241 | $613.0K | 0.23% | +154+0.3% | Added |
| Pointe Capital Management LLC | 44,583 | $588.0K | 0.41% | −6,000−11.9% | Reduced |
| Independent Financial Group, LLC | 44,140 | $581.8K | 0.06% | +4,278+10.7% | Added |
| Capital Investment Advisors, LLC | 41,452 | $546.0K | 0.02% | −1,428−3.3% | Reduced |
| MJP Associates Inc | 39,134 | $516.0K | 0.17% | +5,468+16.2% | Added |
| Arete Wealth Advisors, LLC | 39,134 | $516.0K | 0.06% | +5,468+16.2% | Added |
| Oarsman Capital, Inc. | 36,747 | $484.0K | 0.20% | −150−0.4% | Reduced |
| Quad-Cities Investment Group, LLC | 35,090 | $462.0K | 0.32% | +499+1.4% | Added |
| BerganKDV Wealth Management, LLC | 32,389 | $427.0K | 0.05% | +2,768+9.3% | Added |
| Conning Inc. | 32,079 | $423.0K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 31,620 | $417.0K | 0.01% | −5,683−15.2% | Reduced |
| Cetera Advisor Networks LLC | 30,590 | $403.0K | 0.01% | +2,922+10.6% | Added |
| Sigma Planning Corp | 30,204 | $398.0K | 0.01% | +6,946+29.9% | Added |
| Pin Oak Investment Advisors Inc | 30,078 | $396.0K | 0.44% | −785−2.5% | Reduced |
| Lazard Asset Management LLC | – | $395.0K | 0.00% | – | – |
| Cadence Wealth Management LLC | 29,034 | $383.0K | 0.43% | −6,254−17.7% | Reduced |
| First Foundation Advisors | 28,882 | $381.0K | 0.01% | −140,910−83.0% | Reduced |
| Citigroup Inc | 28,631 | $378.0K | 0.00% | −13,189−31.5% | Reduced |
| Harbour Investments, Inc. | 28,266 | $373.0K | 0.01% | −57,338−67.0% | Reduced |
| ProVise Management Group, LLC | 28,050 | $370.0K | 0.04% | −1,000−3.4% | Reduced |
| Millennium Management LLC | 27,804 | $366.0K | 0.00% | +27,804 | New |
| Flagship Harbor Advisors, LLC | 25,640 | $340.0K | 0.04% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 25,600 | $337.0K | 0.04% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 24,873 | $328.0K | 0.20% | +554+2.3% | Added |
| HRT Financial LP | 24,235 | $319.0K | 0.00% | +24,235 | New |
| Jane Street Group, LLC | 23,944 | $316.0K | 0.00% | +2,261+10.4% | Added |
| D. E. Shaw & Co., Inc. | 22,500 | $297.0K | 0.00% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 21,926 | $289.0K | 0.26% | −389−1.7% | Reduced |
| Evercore Wealth Management, LLC | 21,225 | $280.0K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 20,598 | $271.0K | 0.00% | +20,598 | New |
| Eaton Vance Management | 21,524 | $268.0K | 0.00% | +1,204+5.9% | Added |
| Bank of New York Mellon Corp | 19,940 | $263.0K | 0.00% | +9,916+98.9% | Added |
| US Bancorp | 18,800 | $248.0K | 0.00% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 17,471 | $230.0K | 0.02% | +501+3.0% | Added |
| Fort Washington Investment Advisors Inc | 16,500 | $217.0K | 0.00% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 16,441 | $217.0K | 0.01% | +37+0.2% | Added |
| Advisory Services Network, LLC | 16,038 | $211.0K | 0.01% | +8,288+106.9% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 15,953 | $210.0K | 0.09% | −316,290−95.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 15,955 | $210.0K | 0.03% | −71,420−81.7% | Reduced |
| Stephens Inc | 15,015 | $198.0K | 0.00% | −5,180−25.6% | Reduced |
| Meristem Family Wealth, LLC | 14,400 | $190.0K | 0.02% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 11,203 | $189.0K | 0.08% | 00.0% | Unchanged |