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 |
|---|---|---|---|---|---|
| FMR LLC | 2 | $0 | 0.00% | +1+100.0% | Added |
| Tower Research Capital LLC (TRC) | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 18 | $0 | 0.00% | +1+5.9% | Added |
| Focused Wealth Management, Inc | 112 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 156 | $2.00K | 0.00% | +156 | New |
| Snowden Capital Advisors LLC | 200 | $2.00K | 0.00% | +200 | New |
| Sandy Cove Advisors, LLC | 300 | $4.00K | 0.00% | +300 | New |
| NEXT Financial Group, Inc | 415 | $6.00K | 0.00% | −33−7.4% | Reduced |
| CoreFirst Bank & Trust | 428 | $6.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 424 | $6.00K | 0.00% | +424 | New |
| First Manhattan Co | 571 | $7.00K | 0.00% | +286+100.4% | Added |
| Steward Partners Investment Advisory, LLC | 675 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 926 | $12.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 925 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,000 | $13.0K | 0.01% | +1,000 | New |
| Ellis Investment Partners, LLC | 1,015 | $13.0K | 0.00% | +1,015 | New |
| Mach-1 Financial Group, Inc. | 1,000 | $13.0K | 0.01% | +1,000 | New |
| Raleigh Capital Management Inc. | 1,000 | $13.0K | 0.01% | +1,000 | New |
| Investmark Advisory Group LLC | 1,067 | $13.0K | 0.01% | +1,067 | New |
| GPS Wealth Strategies Group, LLC | 1,250 | $16.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,400 | $18.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,377 | $18.0K | 0.00% | +1,377 | New |
| 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 |
| TCTC Holdings, LLC | 2,000 | $26.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 2,000 | $26.0K | 0.00% | +2,000 | New |
| Sound Income Strategies, LLC | 2,260 | $30.0K | 0.00% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 2,372 | $31.0K | 0.02% | +2,372 | New |
| Optimum Investment Advisors | 2,500 | $33.0K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 3,000 | $39.0K | 0.01% | +3,000 | New |
| Lindbrook Capital, LLC | 3,000 | $39.0K | 0.01% | +3,000 | New |
| Allworth Financial LP | 3,220 | $42.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | – | $52.0K | 0.00% | – | – |
| Northwestern Mutual Wealth Management Co | 4,286 | $57.0K | 0.00% | −2,650−38.2% | Reduced |
| Wagner Wealth Management, LLC | 6,178 | $81.0K | 0.06% | +19+0.3% | Added |
| AdvisorNet Financial, Inc | 6,352 | $83.0K | 0.01% | −2,631−29.3% | Reduced |
| Spire Wealth Management | 8,789 | $115.0K | 0.00% | +1,951+28.5% | Added |
| Nomura Holdings Inc | 10,000 | $131.0K | 0.00% | +10,000 | New |
| PFG Advisors | 10,060 | $132.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 10,200 | $134.0K | 0.09% | +10,200 | New |
| Envestnet Asset Management Inc | 10,484 | $137.0K | 0.00% | −706−6.3% | Reduced |
| SeaCrest Wealth Management, LLC | 10,459 | $137.0K | 0.02% | +165+1.6% | Added |
| Virtu Financial LLC | 10,483 | $137.0K | 0.01% | +10,483 | New |
| Claro Advisors LLC | 11,027 | $144.0K | 0.05% | −2,600−19.1% | Reduced |
| WealthTrust Axiom LLC | 11,000 | $144.0K | 0.05% | 00.0% | Unchanged |
| MKT Advisors LLC | 11,919 | $147.0K | 0.12% | +11,919 | New |
| American Portfolios Advisors | 11,276 | $147.7K | 0.00% | −55−0.5% | Reduced |
| Good Life Advisors, LLC | 11,287 | $148.0K | 0.02% | +29+0.3% | Added |
| Stephens Inc | 11,375 | $149.0K | 0.00% | −3,640−24.2% | Reduced |
| Staley Capital Advisers Inc | 11,479 | $150.0K | 0.01% | −4,962−30.2% | Reduced |
| Proequities, Inc. | 11,522 | $151.0K | 0.01% | −958−7.7% | Reduced |
| Two Sigma Securities, LLC | 12,537 | $164.0K | 0.03% | +12,537 | New |
| Horizon Kinetics Asset Management LLC | 13,287 | $174.0K | 0.00% | −45−0.3% | Reduced |
| Ford Financial Group, LLC | 13,348 | $174.0K | 0.06% | +112+0.8% | Added |
| Future Financial Wealth Managment LLC | 13,496 | $178.0K | 0.14% | +1,770+15.1% | Added |
| WMG Financial Advisors, LLC | 13,606 | $178.0K | 0.14% | +13,606 | New |
| Fortitude Advisory Group L.L.C. | 13,567 | $178.0K | 0.09% | +13,567 | New |
| Moors & Cabot, Inc. | 13,670 | $179.0K | 0.01% | −125−0.9% | Reduced |
| Marcum Wealth, LLC | 13,725 | $180.0K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 14,198 | $186.0K | 0.01% | −1,840−11.5% | Reduced |
| Meristem Family Wealth, LLC | 14,400 | $189.0K | 0.02% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 14,990 | $196.0K | 0.00% | +14,990 | New |
| Fort Washington Investment Advisors Inc | 15,000 | $197.0K | 0.00% | −1,500−9.1% | Reduced |
| Retirement Guys Formula LLC | 15,151 | $198.0K | 0.16% | +15,151 | New |
| Pekin Hardy Strauss, Inc. | 15,955 | $209.0K | 0.03% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 17,971 | $235.0K | 0.02% | +500+2.9% | Added |
| Stonegate Investment Group, LLC | 18,552 | $243.0K | 0.01% | +18,552 | New |
| US Bancorp | 18,800 | $246.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 20,000 | $262.0K | 0.00% | −8,631−30.1% | Reduced |
| Harbour Investments, Inc. | 20,202 | $265.0K | 0.02% | −8,064−28.5% | Reduced |
| Evercore Wealth Management, LLC | 21,225 | $278.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 21,524 | $282.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 21,702 | $284.0K | 0.00% | +1,104+5.4% | Added |
| WealthTrust Asset Management, LLC | 22,023 | $288.0K | 0.19% | +97+0.4% | Added |
| D. E. Shaw & Co., Inc. | 22,500 | $295.0K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 22,870 | $300.0K | 0.03% | −2,770−10.8% | Reduced |
| Greytown Advisors Inc. | 20,011 | $304.0K | 0.13% | +8,808+78.6% | Added |
| First Foundation Advisors | 23,494 | $308.0K | 0.01% | −5,388−18.7% | Reduced |
| Pin Oak Investment Advisors Inc | 24,028 | $315.0K | 0.32% | −6,050−20.1% | Reduced |
| Powell Investment Advisors, LLC | 25,445 | $333.0K | 0.19% | +572+2.3% | Added |
| Baker Tilly Wealth Management, LLC | 25,600 | $335.0K | 0.04% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 27,105 | $355.0K | 0.36% | +27,105 | New |
| Cadence Wealth Management LLC | 27,284 | $357.0K | 0.39% | −1,750−6.0% | Reduced |
| ProVise Management Group, LLC | 28,005 | $367.0K | 0.03% | −45−0.2% | Reduced |
| Oppenheimer & Co Inc | 28,391 | $372.0K | 0.01% | −3,229−10.2% | Reduced |
| Sigma Planning Corp | 29,783 | $390.0K | 0.01% | −421−1.4% | Reduced |
| BerganKDV Wealth Management, LLC | 31,752 | $416.0K | 0.04% | −637−2.0% | Reduced |
| Conning Inc. | 32,079 | $420.0K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 32,342 | $424.0K | 0.00% | −89,450−73.4% | Reduced |
| Oarsman Capital, Inc. | 36,199 | $474.0K | 0.19% | −548−1.5% | Reduced |
| MJP Associates Inc | 36,627 | $482.0K | 0.15% | −2,507−6.4% | Reduced |
| Quad-Cities Investment Group, LLC | 37,562 | $492.0K | 0.31% | +2,472+7.0% | Added |
| Pointe Capital Management LLC | 39,876 | $522.0K | 0.33% | −4,707−10.6% | Reduced |
| Jane Street Group, LLC | 41,088 | $538.0K | 0.00% | +17,144+71.6% | Added |
| Capital Investment Advisors, LLC | 41,270 | $541.0K | 0.02% | −182−0.4% | Reduced |
| Bank of New York Mellon Corp | 41,969 | $550.0K | 0.00% | +22,029+110.5% | Added |
| Independent Financial Group, LLC | 42,912 | $562.1K | 0.05% | −1,228−2.8% | Reduced |
| Onyx Bridge Wealth Group LLC | 44,691 | $588.0K | 0.20% | −1,550−3.4% | Reduced |
| Rockefeller Capital Management L.P. | 50,498 | $661.0K | 0.00% | −696−1.4% | Reduced |
| Sowell Financial Services LLC | 51,356 | $673.0K | 0.04% | −3,949−7.1% | Reduced |