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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 55,333 | $725.0K | 0.03% | −6,400−10.4% | Reduced |
| Relative Value Partners Group, LLC | 56,288 | $737.0K | 0.05% | −1,133,794−95.3% | Reduced |
| Compass Financial Advisors LLC | 59,495 | $779.0K | 0.86% | +59,495 | New |
| Creative Planning | 59,873 | $784.0K | 0.00% | −1,272−2.1% | Reduced |
| Wells Fargo & Company | 65,546 | $859.0K | 0.00% | −369,567−84.9% | Reduced |
| Cahill Financial Advisors Inc | 68,544 | $898.0K | 0.17% | −294−0.4% | Reduced |
| HighTower Advisors, LLC | 69,872 | $915.0K | 0.00% | +493+0.7% | Added |
| Janney Montgomery Scott LLC | 70,617 | $925.0K | 0.00% | +1,384+2.0% | Added |
| Saba Capital Management, L.P. | 74,738 | $979.0K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 75,611 | $991.0K | 0.07% | +1,367+1.8% | Added |
| Cetera Advisors LLC | 80,194 | $1.05M | 0.02% | +6,161+8.3% | Added |
| GWM Advisors LLC | 81,860 | $1.07M | 0.02% | +81,860 | New |
| Benjamin F. Edwards & Company, Inc. | 82,086 | $1.07M | 0.05% | +5,095+6.6% | Added |
| National Asset Management, Inc. | 82,268 | $1.08M | 0.03% | +11,500+16.3% | Added |
| Rock Point Advisors, LLC | 84,243 | $1.10M | 0.31% | −190−0.2% | Reduced |
| Apriem Advisors | 85,213 | $1.12M | 0.16% | −540−0.6% | Reduced |
| Clear Creek Financial Management, LLC | 86,072 | $1.13M | 0.17% | +1,225+1.4% | Added |
| Wedbush Securities Inc | 87,135 | $1.14M | 0.05% | −352−0.4% | Reduced |
| AE Wealth Management LLC | 89,842 | $1.18M | 0.01% | +20,084+28.8% | Added |
| Ascendant Capital Management, LLC | 91,532 | $1.20M | 0.95% | −8,468−8.5% | Reduced |
| Merit Financial Group, LLC | 93,509 | $1.23M | 0.12% | −13,057−12.3% | Reduced |
| Camelot Portfolios, LLC | 99,280 | $1.30M | 0.52% | −60,491−37.9% | Reduced |
| Selway Asset Management | 100,134 | $1.31M | 0.62% | −700−0.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 112,933 | $1.48M | 0.01% | +23,041+25.6% | Added |
| Truist Financial Corp | 116,395 | $1.52M | 0.00% | −604−0.5% | Reduced |
| Fiera Capital Corp | 121,661 | $1.59M | 0.00% | +3,301+2.8% | Added |
| Credit Suisse AG | 135,000 | $1.77M | 0.00% | +135,000 | New |
| Aviance Capital Partners, LLC | 135,226 | $1.77M | 0.30% | +3,155+2.4% | Added |
| Arete Wealth Advisors, LLC | 136,601 | $1.79M | 0.15% | +97,467+249.1% | Added |
| EWG Elevate Inc. | 164,790 | $2.16M | 1.06% | +8,660+5.5% | Added |
| Vident Investment Advisory, LLC | 170,190 | $2.23M | 0.06% | +170,190 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 212,956 | $2.67M | 0.79% | +4,915+2.4% | Added |
| CoreCap Advisors, LLC | 207,250 | $2.71M | 0.18% | +207,250 | New |
| Cetera Investment Advisers | 211,783 | $2.77M | 0.04% | +37,802+21.7% | Added |
| Advisors Asset Management, Inc. | 228,486 | $2.99M | 0.04% | +30,226+15.2% | Added |
| Royal Bank of Canada | 241,965 | $3.17M | 0.00% | −133,365−35.5% | Reduced |
| Stifel Financial Corp | 247,660 | $3.24M | 0.00% | +86,031+53.2% | Added |
| Bramshill Investments, LLC | 286,425 | $3.75M | 0.37% | +64,502+29.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 289,035 | $3.79M | 0.01% | +10,473+3.8% | Added |
| Howard Wealth Management, LLC | 294,048 | $3.85M | 2.03% | +19,089+6.9% | Added |
| Ameriprise Financial Inc | 300,250 | $3.93M | 0.00% | +17,148+6.1% | Added |
| Commonwealth Equity Services, LLC | 300,996 | $3.94M | 0.01% | +39,135+14.9% | Added |
| Gilbert & Cook, Inc. | 303,320 | $3.97M | 0.64% | +151,735+100.1% | Added |
| Thrivent Financial for Lutherans | 306,056 | $4.01M | 0.01% | +32,000+11.7% | Added |
| Raymond James & Associates | 310,358 | $4.07M | 0.00% | +150,828+94.5% | Added |
| Allspring Global Investments Holdings, LLC | 347,765 | $4.55M | 0.01% | +347,765 | New |
| LPL Financial LLC | 363,963 | $4.77M | 0.00% | −105,347−22.4% | Reduced |
| Oak Hill Advisors LP | 436,415 | $5.72M | 0.35% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 468,757 | $6.14M | 0.08% | +438,167+1,432.4% | Added |
| Advisor Group Holdings, Inc. | 478,517 | $6.27M | 0.01% | +55,481+13.1% | Added |
| Parametric Portfolio Associates LLC | 491,136 | $6.43M | 0.00% | −119,394−19.6% | Reduced |
| Chicago Partners Investment Group LLC | 914,989 | $10.6M | 0.75% | −8,539−0.9% | Reduced |
| Guggenheim Capital LLC | 849,634 | $11.1M | 0.06% | +332,189+64.2% | Added |
| Bank of America Corp | 921,328 | $12.1M | 0.00% | −2,006−0.2% | Reduced |
| Penserra Capital Management LLC | 979,196 | $12.8M | 0.27% | +13,575+1.4% | Added |
| Cohen & Steers, Inc. | 1,085,123 | $14.2M | 0.02% | −179,161−14.2% | Reduced |
| UBS Group AG | 1,557,013 | $20.4M | 0.01% | −72,502−4.4% | Reduced |
| Invesco Ltd. | 1,665,473 | $21.8M | 0.01% | +106,889+6.9% | Added |
| Sit Investment Associates Inc | 6,166,501 | $80.8M | 1.90% | −1,012,035−14.1% | Reduced |
| Morgan Stanley | 8,066,615 | $105.7M | 0.01% | +161,101+2.0% | Added |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −510,668−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −84,598−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −27,804−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −24,235−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −15,953−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −13,209−100.0% | Sold out |
| Wade G W & Inc | 0 | $0 | 0.00% | −10,785−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −10,504−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −3,405−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −2,156−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Barrett Asset Management, LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −596−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |