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 |
|---|---|---|---|---|---|
| Marcum Wealth, LLC | 13,725 | $181.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Horizon Kinetics Asset Management LLC | 13,332 | $176.0K | 0.00% | −154−1.1% | Reduced |
| 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 |
| Proequities, Inc. | 12,480 | $164.0K | 0.01% | +1,292+11.5% | Added |
| Future Financial Wealth Managment LLC | 11,726 | $155.0K | 0.16% | 00.0% | Unchanged |
| American Portfolios Advisors | 11,331 | $149.3K | 0.01% | +9,035+393.5% | Added |
| Good Life Advisors, LLC | 11,258 | $148.0K | 0.02% | +42+0.4% | Added |
| Envestnet Asset Management Inc | 11,190 | $147.0K | 0.00% | −29,304−72.4% | Reduced |
| WealthTrust Axiom LLC | 11,000 | $144.0K | 0.05% | −1,000−8.3% | Reduced |
| Wade G W & Inc | 10,785 | $142.0K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 10,504 | $138.0K | 0.01% | −195,421−94.9% | Reduced |
| SeaCrest Wealth Management, LLC | 10,294 | $136.0K | 0.02% | +10,294 | New |
| PFG Advisors | 10,060 | $133.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8,983 | $118.0K | 0.01% | −3,028−25.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,936 | $92.0K | 0.00% | −2,110−23.3% | Reduced |
| Spire Wealth Management | 6,838 | $90.0K | 0.00% | +6,838 | New |
| Wagner Wealth Management, LLC | 6,159 | $81.0K | 0.06% | −831−11.9% | Reduced |
| Carolinas Wealth Consulting LLC | 3,405 | $45.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 3,220 | $42.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,500 | $33.0K | 0.01% | −2,000−44.4% | Reduced |
| Sound Income Strategies, LLC | 2,260 | $30.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,156 | $28.0K | 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 |
| Barrett Asset Management, LLC | 1,800 | $24.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,727 | $22.0K | 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 |
| GPS Wealth Strategies Group, LLC | 1,250 | $16.0K | 0.00% | −1,800−59.0% | Reduced |
| Montag A & Associates Inc | 1,000 | $13.0K | 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 |
| Steward Partners Investment Advisory, LLC | 675 | $9.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 596 | $8.00K | 0.00% | +596 | New |
| 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 |
| Bartlett & Co. Wealth Management LLC | 255 | $3.36K | 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 |
| 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 |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| 1607 Capital Partners, LLC | 0 | $0 | 0.00% | −1,069,253−100.0% | Sold out |
| Zazove Associates LLC | 0 | $0 | 0.00% | −217,221−100.0% | Sold out |
| Coastal Bridge Advisors, LLC | 0 | $0 | 0.00% | −185,580−100.0% | Sold out |
| Foresight Wealth Management, LLC | 0 | $0 | 0.00% | −29,712−100.0% | Sold out |
| Strategic Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −12,449−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −10,180−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| BBVA USA | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Dividend Assets Capital, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |