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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 17 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Focused Wealth Management, Inc | 112 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 285 | $3.00K | 0.00% | −1,429−83.4% | Reduced |
| Bartlett & Co. LLC | 255 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 255 | $3.36K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 448 | $6.00K | 0.00% | −341−43.2% | Reduced |
| Arkadios Wealth Advisors | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 428 | $6.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 596 | $8.00K | 0.00% | +596 | New |
| Steward Partners Investment Advisory, LLC | 675 | $9.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 925 | $12.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 926 | $12.0K | 0.00% | +926 | New |
| Montag A & Associates Inc | 1,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,250 | $16.0K | 0.00% | −1,800−59.0% | Reduced |
| M&R Capital Management Inc | 1,400 | $18.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,575 | $20.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,727 | $22.0K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 1,800 | $24.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,000 | $26.0K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 2,000 | $26.0K | 0.01% | +2,000 | New |
| Global Retirement Partners, LLC | 2,156 | $28.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,260 | $30.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,500 | $33.0K | 0.01% | −2,000−44.4% | Reduced |
| Allworth Financial LP | 3,220 | $42.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3,405 | $45.0K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 6,159 | $81.0K | 0.06% | −831−11.9% | Reduced |
| Spire Wealth Management | 6,838 | $90.0K | 0.00% | +6,838 | New |
| Northwestern Mutual Wealth Management Co | 6,936 | $92.0K | 0.00% | −2,110−23.3% | Reduced |
| AdvisorNet Financial, Inc | 8,983 | $118.0K | 0.01% | −3,028−25.2% | Reduced |
| PFG Advisors | 10,060 | $133.0K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 10,294 | $136.0K | 0.02% | +10,294 | New |
| IHT Wealth Management, LLC | 10,504 | $138.0K | 0.01% | −195,421−94.9% | Reduced |
| Wade G W & Inc | 10,785 | $142.0K | 0.01% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 11,000 | $144.0K | 0.05% | −1,000−8.3% | Reduced |
| Envestnet Asset Management Inc | 11,190 | $147.0K | 0.00% | −29,304−72.4% | Reduced |
| Good Life Advisors, LLC | 11,258 | $148.0K | 0.02% | +42+0.4% | Added |
| American Portfolios Advisors | 11,331 | $149.3K | 0.01% | +9,035+393.5% | Added |
| Future Financial Wealth Managment LLC | 11,726 | $155.0K | 0.16% | 00.0% | Unchanged |
| Proequities, Inc. | 12,480 | $164.0K | 0.01% | +1,292+11.5% | Added |
| Hollencrest Capital Management | 13,209 | $174.0K | 0.02% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 13,236 | $174.0K | 0.07% | +108+0.8% | Added |
| Horizon Kinetics Asset Management LLC | 13,332 | $176.0K | 0.00% | −154−1.1% | Reduced |
| Moors & Cabot, Inc. | 13,795 | $180.0K | 0.01% | −950−6.4% | Reduced |
| Claro Advisors LLC | 13,627 | $180.0K | 0.08% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 13,725 | $181.0K | 0.03% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 11,203 | $189.0K | 0.08% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 14,400 | $190.0K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 15,015 | $198.0K | 0.00% | −5,180−25.6% | Reduced |
| 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 |
| Advisory Services Network, LLC | 16,038 | $211.0K | 0.01% | +8,288+106.9% | 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 |
| B. Riley Wealth Management, Inc. | 17,471 | $230.0K | 0.02% | +501+3.0% | Added |
| US Bancorp | 18,800 | $248.0K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 19,940 | $263.0K | 0.00% | +9,916+98.9% | Added |
| Eaton Vance Management | 21,524 | $268.0K | 0.00% | +1,204+5.9% | Added |
| Baird Financial Group, Inc. | 20,598 | $271.0K | 0.00% | +20,598 | New |
| Evercore Wealth Management, LLC | 21,225 | $280.0K | 0.01% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 21,926 | $289.0K | 0.26% | −389−1.7% | Reduced |
| D. E. Shaw & Co., Inc. | 22,500 | $297.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 23,944 | $316.0K | 0.00% | +2,261+10.4% | Added |
| HRT Financial LP | 24,235 | $319.0K | 0.00% | +24,235 | New |
| Powell Investment Advisors, LLC | 24,873 | $328.0K | 0.20% | +554+2.3% | Added |
| Baker Tilly Wealth Management, LLC | 25,600 | $337.0K | 0.04% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 25,640 | $340.0K | 0.04% | 00.0% | Unchanged |
| Millennium Management LLC | 27,804 | $366.0K | 0.00% | +27,804 | New |
| ProVise Management Group, LLC | 28,050 | $370.0K | 0.04% | −1,000−3.4% | Reduced |
| Harbour Investments, Inc. | 28,266 | $373.0K | 0.01% | −57,338−67.0% | Reduced |
| Citigroup Inc | 28,631 | $378.0K | 0.00% | −13,189−31.5% | Reduced |
| First Foundation Advisors | 28,882 | $381.0K | 0.01% | −140,910−83.0% | Reduced |
| Cadence Wealth Management LLC | 29,034 | $383.0K | 0.43% | −6,254−17.7% | Reduced |
| Lazard Asset Management LLC | – | $395.0K | 0.00% | – | – |
| Pin Oak Investment Advisors Inc | 30,078 | $396.0K | 0.44% | −785−2.5% | Reduced |
| Sigma Planning Corp | 30,204 | $398.0K | 0.01% | +6,946+29.9% | Added |
| Cetera Advisor Networks LLC | 30,590 | $403.0K | 0.01% | +2,922+10.6% | Added |
| Oppenheimer & Co Inc | 31,620 | $417.0K | 0.01% | −5,683−15.2% | Reduced |
| Conning Inc. | 32,079 | $423.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 32,389 | $427.0K | 0.05% | +2,768+9.3% | Added |
| Quad-Cities Investment Group, LLC | 35,090 | $462.0K | 0.32% | +499+1.4% | Added |
| Oarsman Capital, Inc. | 36,747 | $484.0K | 0.20% | −150−0.4% | 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 |
| Capital Investment Advisors, LLC | 41,452 | $546.0K | 0.02% | −1,428−3.3% | Reduced |
| Independent Financial Group, LLC | 44,140 | $581.8K | 0.06% | +4,278+10.7% | Added |
| Pointe Capital Management LLC | 44,583 | $588.0K | 0.41% | −6,000−11.9% | Reduced |
| Onyx Bridge Wealth Group LLC | 46,241 | $613.0K | 0.23% | +154+0.3% | Added |
| Rockefeller Capital Management L.P. | 51,194 | $674.0K | 0.00% | −15,241−22.9% | Reduced |
| Sowell Financial Services LLC | 55,305 | $729.0K | 0.05% | +7,852+16.5% | Added |
| Creative Planning | 61,145 | $806.0K | 0.00% | +1,500+2.5% | Added |
| Evergreen Capital Management LLC | 61,733 | $814.0K | 0.04% | −300−0.5% | Reduced |
| Cahill Financial Advisors Inc | 68,838 | $907.0K | 0.19% | +961+1.4% | Added |
| Janney Montgomery Scott LLC | 69,233 | $913.0K | 0.00% | +1,498+2.2% | Added |
| HighTower Advisors, LLC | 69,379 | $915.0K | 0.00% | +577+0.8% | Added |
| AE Wealth Management LLC | 69,758 | $919.0K | 0.01% | +9,623+16.0% | Added |
| National Asset Management, Inc. | 70,768 | $933.0K | 0.03% | +27,691+64.3% | Added |
| Mid Atlantic Financial Management Inc | 72,555 | $956.0K | 0.06% | −9,999−12.1% | Reduced |
| Cetera Advisors LLC | 74,033 | $976.0K | 0.02% | −1,233−1.6% | Reduced |