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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 14,198 | $186.0K | 0.01% | −1,840−11.5% | Reduced |
| Marcum Wealth, LLC | 13,725 | $180.0K | 0.03% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 13,670 | $179.0K | 0.01% | −125−0.9% | Reduced |
| 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 |
| 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 |
| Two Sigma Securities, LLC | 12,537 | $164.0K | 0.03% | +12,537 | New |
| Proequities, Inc. | 11,522 | $151.0K | 0.01% | −958−7.7% | Reduced |
| Staley Capital Advisers Inc | 11,479 | $150.0K | 0.01% | −4,962−30.2% | Reduced |
| Stephens Inc | 11,375 | $149.0K | 0.00% | −3,640−24.2% | Reduced |
| Good Life Advisors, LLC | 11,287 | $148.0K | 0.02% | +29+0.3% | Added |
| American Portfolios Advisors | 11,276 | $147.7K | 0.00% | −55−0.5% | Reduced |
| MKT Advisors LLC | 11,919 | $147.0K | 0.12% | +11,919 | 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 |
| 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 |
| Byrne Asset Management LLC | 10,200 | $134.0K | 0.09% | +10,200 | New |
| PFG Advisors | 10,060 | $132.0K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,000 | $131.0K | 0.00% | +10,000 | New |
| Spire Wealth Management | 8,789 | $115.0K | 0.00% | +1,951+28.5% | Added |
| AdvisorNet Financial, Inc | 6,352 | $83.0K | 0.01% | −2,631−29.3% | Reduced |
| Wagner Wealth Management, LLC | 6,178 | $81.0K | 0.06% | +19+0.3% | Added |
| Northwestern Mutual Wealth Management Co | 4,286 | $57.0K | 0.00% | −2,650−38.2% | Reduced |
| Lazard Asset Management LLC | – | $52.0K | 0.00% | – | – |
| Allworth Financial LP | 3,220 | $42.0K | 0.00% | 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 |
| Optimum Investment Advisors | 2,500 | $33.0K | 0.01% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 2,372 | $31.0K | 0.02% | +2,372 | New |
| Sound Income Strategies, LLC | 2,260 | $30.0K | 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 |
| 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 |
| Concord Wealth Partners | 1,377 | $18.0K | 0.00% | +1,377 | New |
| GPS Wealth Strategies Group, LLC | 1,250 | $16.0K | 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 |
| Fifth Third Bancorp | 926 | $12.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 925 | $12.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 675 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 571 | $7.00K | 0.00% | +286+100.4% | Added |
| 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 |
| Sandy Cove Advisors, LLC | 300 | $4.00K | 0.00% | +300 | New |
| CWM, LLC | 156 | $2.00K | 0.00% | +156 | New |
| Snowden Capital Advisors LLC | 200 | $2.00K | 0.00% | +200 | New |
| Focused Wealth Management, Inc | 112 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |