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, Q4 2021
Institutional positions in Eaton Vance Ltd Duration Income Fund as of Dec 31, 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
- 160
- +14 vs. Q3 2021
- Shares held
- 32.9M
- −932.5K (−2.8%) vs. Q3 2021
- Total value
- $429.4M
- −$16.8M (−3.8%) vs. Q3 2021
- New holders
- 31
- 48 more added
- Sold out
- 17
- 53 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Ltd Duration Income Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 8,066,615 | $105.7M | 0.01% | +161,101+2.0% | Added |
| Sit Investment Associates Inc | 6,166,501 | $80.8M | 1.90% | −1,012,035−14.1% | Reduced |
| Invesco Ltd. | 1,665,473 | $21.8M | 0.01% | +106,889+6.9% | Added |
| UBS Group AG | 1,557,013 | $20.4M | 0.01% | −72,502−4.4% | Reduced |
| Cohen & Steers, Inc. | 1,085,123 | $14.2M | 0.02% | −179,161−14.2% | Reduced |
| Penserra Capital Management LLC | 979,196 | $12.8M | 0.27% | +13,575+1.4% | Added |
| Bank of America Corp | 921,328 | $12.1M | 0.00% | −2,006−0.2% | Reduced |
| Guggenheim Capital LLC | 849,634 | $11.1M | 0.06% | +332,189+64.2% | Added |
| Chicago Partners Investment Group LLC | 914,989 | $10.6M | 0.75% | −8,539−0.9% | Reduced |
| Parametric Portfolio Associates LLC | 491,136 | $6.43M | 0.00% | −119,394−19.6% | Reduced |
| Advisor Group Holdings, Inc. | 478,517 | $6.27M | 0.01% | +55,481+13.1% | Added |
| Cetera Advisor Networks LLC | 468,757 | $6.14M | 0.08% | +438,167+1,432.4% | Added |
| Oak Hill Advisors LP | 436,415 | $5.72M | 0.35% | 00.0% | Unchanged |
| LPL Financial LLC | 363,963 | $4.77M | 0.00% | −105,347−22.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 347,765 | $4.55M | 0.01% | +347,765 | New |
| Raymond James & Associates | 310,358 | $4.07M | 0.00% | +150,828+94.5% | Added |
| Thrivent Financial for Lutherans | 306,056 | $4.01M | 0.01% | +32,000+11.7% | Added |
| Gilbert & Cook, Inc. | 303,320 | $3.97M | 0.64% | +151,735+100.1% | Added |
| Commonwealth Equity Services, LLC | 300,996 | $3.94M | 0.01% | +39,135+14.9% | Added |
| Ameriprise Financial Inc | 300,250 | $3.93M | 0.00% | +17,148+6.1% | Added |
| Howard Wealth Management, LLC | 294,048 | $3.85M | 2.03% | +19,089+6.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 289,035 | $3.79M | 0.01% | +10,473+3.8% | Added |
| Bramshill Investments, LLC | 286,425 | $3.75M | 0.37% | +64,502+29.1% | Added |
| Stifel Financial Corp | 247,660 | $3.24M | 0.00% | +86,031+53.2% | Added |
| Royal Bank of Canada | 241,965 | $3.17M | 0.00% | −133,365−35.5% | Reduced |
| Advisors Asset Management, Inc. | 228,486 | $2.99M | 0.04% | +30,226+15.2% | Added |
| Cetera Investment Advisers | 211,783 | $2.77M | 0.04% | +37,802+21.7% | Added |
| CoreCap Advisors, LLC | 207,250 | $2.71M | 0.18% | +207,250 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 212,956 | $2.67M | 0.79% | +4,915+2.4% | Added |
| Vident Investment Advisory, LLC | 170,190 | $2.23M | 0.06% | +170,190 | New |
| EWG Elevate Inc. | 164,790 | $2.16M | 1.06% | +8,660+5.5% | Added |
| Arete Wealth Advisors, LLC | 136,601 | $1.79M | 0.15% | +97,467+249.1% | Added |
| Aviance Capital Partners, LLC | 135,226 | $1.77M | 0.30% | +3,155+2.4% | Added |
| Credit Suisse AG | 135,000 | $1.77M | 0.00% | +135,000 | New |
| Fiera Capital Corp | 121,661 | $1.59M | 0.00% | +3,301+2.8% | Added |
| Truist Financial Corp | 116,395 | $1.52M | 0.00% | −604−0.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 112,933 | $1.48M | 0.01% | +23,041+25.6% | Added |
| Selway Asset Management | 100,134 | $1.31M | 0.62% | −700−0.7% | Reduced |
| Camelot Portfolios, LLC | 99,280 | $1.30M | 0.52% | −60,491−37.9% | Reduced |
| Merit Financial Group, LLC | 93,509 | $1.23M | 0.12% | −13,057−12.3% | Reduced |
| Ascendant Capital Management, LLC | 91,532 | $1.20M | 0.95% | −8,468−8.5% | Reduced |
| AE Wealth Management LLC | 89,842 | $1.18M | 0.01% | +20,084+28.8% | Added |
| Wedbush Securities Inc | 87,135 | $1.14M | 0.05% | −352−0.4% | Reduced |
| Clear Creek Financial Management, LLC | 86,072 | $1.13M | 0.17% | +1,225+1.4% | Added |
| Apriem Advisors | 85,213 | $1.12M | 0.16% | −540−0.6% | Reduced |
| Rock Point Advisors, LLC | 84,243 | $1.10M | 0.31% | −190−0.2% | Reduced |
| National Asset Management, Inc. | 82,268 | $1.08M | 0.03% | +11,500+16.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 82,086 | $1.07M | 0.05% | +5,095+6.6% | Added |
| GWM Advisors LLC | 81,860 | $1.07M | 0.02% | +81,860 | New |
| Cetera Advisors LLC | 80,194 | $1.05M | 0.02% | +6,161+8.3% | Added |
| Centaurus Financial, Inc. | 75,611 | $991.0K | 0.07% | +1,367+1.8% | Added |
| Saba Capital Management, L.P. | 74,738 | $979.0K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 70,617 | $925.0K | 0.00% | +1,384+2.0% | Added |
| HighTower Advisors, LLC | 69,872 | $915.0K | 0.00% | +493+0.7% | Added |
| Cahill Financial Advisors Inc | 68,544 | $898.0K | 0.17% | −294−0.4% | Reduced |
| Wells Fargo & Company | 65,546 | $859.0K | 0.00% | −369,567−84.9% | Reduced |
| Creative Planning | 59,873 | $784.0K | 0.00% | −1,272−2.1% | Reduced |
| Compass Financial Advisors LLC | 59,495 | $779.0K | 0.86% | +59,495 | New |
| Relative Value Partners Group, LLC | 56,288 | $737.0K | 0.05% | −1,133,794−95.3% | Reduced |
| Evergreen Capital Management LLC | 55,333 | $725.0K | 0.03% | −6,400−10.4% | Reduced |
| Sowell Financial Services LLC | 51,356 | $673.0K | 0.04% | −3,949−7.1% | Reduced |
| Rockefeller Capital Management L.P. | 50,498 | $661.0K | 0.00% | −696−1.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 44,691 | $588.0K | 0.20% | −1,550−3.4% | Reduced |
| Independent Financial Group, LLC | 42,912 | $562.1K | 0.05% | −1,228−2.8% | Reduced |
| Bank of New York Mellon Corp | 41,969 | $550.0K | 0.00% | +22,029+110.5% | Added |
| Capital Investment Advisors, LLC | 41,270 | $541.0K | 0.02% | −182−0.4% | Reduced |
| Jane Street Group, LLC | 41,088 | $538.0K | 0.00% | +17,144+71.6% | Added |
| Pointe Capital Management LLC | 39,876 | $522.0K | 0.33% | −4,707−10.6% | Reduced |
| Quad-Cities Investment Group, LLC | 37,562 | $492.0K | 0.31% | +2,472+7.0% | Added |
| MJP Associates Inc | 36,627 | $482.0K | 0.15% | −2,507−6.4% | Reduced |
| Oarsman Capital, Inc. | 36,199 | $474.0K | 0.19% | −548−1.5% | Reduced |
| Kestra Advisory Services, LLC | 32,342 | $424.0K | 0.00% | −89,450−73.4% | Reduced |
| Conning Inc. | 32,079 | $420.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 31,752 | $416.0K | 0.04% | −637−2.0% | Reduced |
| Sigma Planning Corp | 29,783 | $390.0K | 0.01% | −421−1.4% | Reduced |
| Oppenheimer & Co Inc | 28,391 | $372.0K | 0.01% | −3,229−10.2% | Reduced |
| ProVise Management Group, LLC | 28,005 | $367.0K | 0.03% | −45−0.2% | Reduced |
| Cadence Wealth Management LLC | 27,284 | $357.0K | 0.39% | −1,750−6.0% | Reduced |
| San Luis Wealth Advisors LLC | 27,105 | $355.0K | 0.36% | +27,105 | New |
| Baker Tilly Wealth Management, LLC | 25,600 | $335.0K | 0.04% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 25,445 | $333.0K | 0.19% | +572+2.3% | Added |
| Pin Oak Investment Advisors Inc | 24,028 | $315.0K | 0.32% | −6,050−20.1% | Reduced |
| First Foundation Advisors | 23,494 | $308.0K | 0.01% | −5,388−18.7% | Reduced |
| Greytown Advisors Inc. | 20,011 | $304.0K | 0.13% | +8,808+78.6% | Added |
| Flagship Harbor Advisors, LLC | 22,870 | $300.0K | 0.03% | −2,770−10.8% | Reduced |
| D. E. Shaw & Co., Inc. | 22,500 | $295.0K | 0.00% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 22,023 | $288.0K | 0.19% | +97+0.4% | Added |
| Baird Financial Group, Inc. | 21,702 | $284.0K | 0.00% | +1,104+5.4% | Added |
| Eaton Vance Management | 21,524 | $282.0K | 0.00% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 21,225 | $278.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 20,202 | $265.0K | 0.02% | −8,064−28.5% | Reduced |
| Citigroup Inc | 20,000 | $262.0K | 0.00% | −8,631−30.1% | Reduced |
| US Bancorp | 18,800 | $246.0K | 0.00% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 18,552 | $243.0K | 0.01% | +18,552 | New |
| B. Riley Wealth Management, Inc. | 17,971 | $235.0K | 0.02% | +500+2.9% | Added |
| Pekin Hardy Strauss, Inc. | 15,955 | $209.0K | 0.03% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 15,151 | $198.0K | 0.16% | +15,151 | New |
| Fort Washington Investment Advisors Inc | 15,000 | $197.0K | 0.00% | −1,500−9.1% | Reduced |
| Congress Wealth Management LLC | 14,990 | $196.0K | 0.00% | +14,990 | New |
| Meristem Family Wealth, LLC | 14,400 | $189.0K | 0.02% | 00.0% | Unchanged |