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, Q1 2022
Institutional positions in Eaton Vance Ltd Duration Income Fund as of Mar 31, 2022. 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
- 155
- −2 vs. Q4 2021
- Shares held
- 31.9M
- −876.7K (−2.7%) vs. Q4 2021
- Total value
- $372.1M
- −$55.8M (−13.0%) vs. Q4 2021
- New holders
- 17
- 49 more added
- Sold out
- 19
- 49 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Ltd Duration Income Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 8,616,843 | $100.8M | 0.01% | +550,228+6.8% | Added |
| Sit Investment Associates Inc | 5,594,528 | $65.5M | 1.76% | −571,973−9.3% | Reduced |
| Invesco Ltd. | 1,657,878 | $19.4M | 0.00% | −7,595−0.5% | Reduced |
| Guggenheim Capital LLC | 1,622,207 | $19.0M | 0.11% | +772,573+90.9% | Added |
| UBS Group AG | 1,499,285 | $17.5M | 0.01% | −57,728−3.7% | Reduced |
| Bank of America Corp | 967,988 | $11.3M | 0.00% | +46,660+5.1% | Added |
| Chicago Partners Investment Group LLC | 888,136 | $9.13M | 0.70% | −26,853−2.9% | Reduced |
| Arete Wealth Advisors, LLC | 503,413 | $5.89M | 0.49% | +366,812+268.5% | Added |
| Advisor Group Holdings, Inc. | 484,348 | $5.75M | 0.01% | +5,831+1.2% | Added |
| Cetera Advisor Networks LLC | 481,206 | $5.63M | 0.07% | +12,449+2.7% | Added |
| LPL Financial LLC | 408,160 | $4.78M | 0.00% | +44,197+12.1% | Added |
| Oak Hill Advisors LP | 403,604 | $4.72M | 0.24% | −32,811−7.5% | Reduced |
| Penserra Capital Management LLC | 393,422 | $4.60M | 0.11% | −585,774−59.8% | Reduced |
| Cohen & Steers, Inc. | 391,026 | $4.58M | 0.01% | −694,097−64.0% | Reduced |
| Stifel Financial Corp | 388,456 | $4.54M | 0.01% | +140,796+56.9% | Added |
| Howard Wealth Management, LLC | 323,563 | $3.79M | 2.06% | +29,515+10.0% | Added |
| Raymond James & Associates | 318,720 | $3.73M | 0.00% | +8,362+2.7% | Added |
| Commonwealth Equity Services, LLC | 318,110 | $3.72M | 0.01% | +17,114+5.7% | Added |
| Thrivent Financial for Lutherans | 312,356 | $3.65M | 0.01% | +6,300+2.1% | Added |
| Gilbert & Cook, Inc. | 303,320 | $3.55M | 0.57% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 294,913 | $3.45M | 0.00% | −5,337−1.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 278,794 | $3.26M | 0.00% | −68,971−19.8% | Reduced |
| Cetera Investment Advisers | 278,097 | $3.25M | 0.05% | +66,314+31.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 276,659 | $3.24M | 0.01% | −12,376−4.3% | Reduced |
| Royal Bank of Canada | 269,985 | $3.16M | 0.00% | +28,020+11.6% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 213,237 | $2.50M | 0.73% | +281+0.1% | Added |
| Vident Investment Advisory, LLC | 212,484 | $2.49M | 0.06% | +42,294+24.9% | Added |
| CoreCap Advisors, LLC | 206,100 | $2.41M | 0.17% | −1,150−0.6% | Reduced |
| Aviance Capital Partners, LLC | 159,569 | $1.87M | 0.34% | +24,343+18.0% | Added |
| Fiera Capital Corp | 154,097 | $1.80M | 0.00% | +32,436+26.7% | Added |
| Parametric Portfolio Associates LLC | 143,866 | $1.68M | 0.00% | −347,270−70.7% | Reduced |
| Credit Suisse AG | 135,000 | $1.58M | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 121,823 | $1.43M | 0.01% | +8,890+7.9% | Added |
| Truist Financial Corp | 114,933 | $1.34M | 0.00% | −1,462−1.3% | Reduced |
| AE Wealth Management LLC | 108,152 | $1.26M | 0.01% | +18,310+20.4% | Added |
| Camelot Portfolios, LLC | 106,645 | $1.25M | 0.62% | +7,365+7.4% | Added |
| Selway Asset Management | 100,134 | $1.17M | 0.57% | 00.0% | Unchanged |
| Compass Financial Advisors LLC | 99,995 | $1.17M | 1.29% | +40,500+68.1% | Added |
| Centaurus Financial, Inc. | 98,297 | $1.15M | 0.09% | +22,686+30.0% | Added |
| Cetera Advisors LLC | 95,515 | $1.12M | 0.02% | +15,321+19.1% | Added |
| Merit Financial Group, LLC | 93,637 | $1.10M | 0.07% | +128+0.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 89,446 | $1.05M | 0.05% | +7,360+9.0% | Added |
| Wedbush Securities Inc | 86,310 | $1.01M | 0.05% | −825−0.9% | Reduced |
| Apriem Advisors | 83,153 | $973.0K | 0.14% | −2,060−2.4% | Reduced |
| Rock Point Advisors, LLC | 82,618 | $967.0K | 0.29% | −1,625−1.9% | Reduced |
| GWM Advisors LLC | 80,944 | $947.0K | 0.02% | −916−1.1% | Reduced |
| National Asset Management, Inc. | 77,411 | $906.0K | 0.03% | −4,857−5.9% | Reduced |
| Saba Capital Management, L.P. | 74,738 | $874.0K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 70,061 | $820.0K | 0.00% | −556−0.8% | Reduced |
| Cahill Financial Advisors Inc | 69,395 | $812.0K | 0.15% | +851+1.2% | Added |
| Wells Fargo & Company | 65,548 | $768.0K | 0.00% | +20.0% | Added |
| HighTower Advisors, LLC | 64,731 | $758.0K | 0.00% | −5,141−7.4% | Reduced |
| Creative Planning | 60,559 | $709.0K | 0.00% | +686+1.1% | Added |
| Clear Creek Financial Management, LLC | 59,180 | $692.0K | 0.11% | −26,892−31.2% | Reduced |
| Atria Wealth Solutions, Inc. | 54,869 | $642.0K | 0.01% | +54,869 | New |
| Evergreen Capital Management LLC | 53,883 | $630.0K | 0.03% | −1,450−2.6% | Reduced |
| Shaker Financial Services, LLC | 52,018 | $609.0K | 0.23% | +52,018 | New |
| Independent Financial Group, LLC | 43,362 | $507.3K | 0.04% | +450+1.0% | Added |
| Magnolia Capital Advisors LLC | 39,668 | $464.0K | 0.18% | +39,668 | New |
| Capital Investment Advisors, LLC | 39,055 | $457.0K | 0.01% | −2,215−5.4% | Reduced |
| Rockefeller Capital Management L.P. | 38,615 | $451.0K | 0.00% | −11,883−23.5% | Reduced |
| Onyx Bridge Wealth Group LLC | 40,352 | $447.0K | 0.17% | −4,339−9.7% | Reduced |
| Pointe Capital Management LLC | 38,119 | $446.0K | 0.28% | −1,757−4.4% | Reduced |
| Quad-Cities Investment Group, LLC | 38,124 | $446.0K | 0.29% | +562+1.5% | Added |
| Oarsman Capital, Inc. | 35,889 | $420.0K | 0.16% | −310−0.9% | Reduced |
| Conning Inc. | 32,079 | $375.0K | 0.01% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 27,105 | $355.0K | 0.17% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 30,088 | $352.0K | 0.00% | −2,254−7.0% | Reduced |
| Relative Value Partners Group, LLC | 28,582 | $334.0K | 0.02% | −27,706−49.2% | Reduced |
| Oppenheimer & Co Inc | 28,227 | $330.0K | 0.01% | −164−0.6% | Reduced |
| ProVise Management Group, LLC | 27,580 | $323.0K | 0.03% | −425−1.5% | Reduced |
| Sigma Planning Corp | 26,783 | $313.0K | 0.01% | −3,000−10.1% | Reduced |
| Cadence Wealth Management LLC | 25,768 | $301.0K | 0.23% | −1,516−5.6% | Reduced |
| First Foundation Advisors | 23,494 | $275.0K | 0.01% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 20,011 | $271.0K | 0.13% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 22,500 | $263.0K | 0.00% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 22,176 | $259.0K | 0.18% | +153+0.7% | Added |
| BerganKDV Wealth Management, LLC | 21,793 | $255.0K | 0.03% | −9,959−31.4% | Reduced |
| Pin Oak Investment Advisors Inc | 21,718 | $254.0K | 0.27% | −2,310−9.6% | Reduced |
| Flagship Harbor Advisors, LLC | 21,665 | $253.0K | 0.02% | −1,205−5.3% | Reduced |
| Eaton Vance Management | 21,569 | $253.0K | 0.00% | +45+0.2% | Added |
| Mariner, LLC | 21,251 | $249.0K | 0.00% | +21,251 | New |
| Evercore Wealth Management, LLC | 21,225 | $248.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 20,337 | $238.0K | 0.03% | +9,878+94.4% | Added |
| Millennium Management LLC | 20,371 | $238.0K | 0.00% | +20,371 | New |
| Citigroup Inc | 20,000 | $234.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 18,800 | $220.0K | 0.00% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 18,552 | $217.0K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 17,975 | $210.0K | 0.00% | −3,727−17.2% | Reduced |
| B. Riley Wealth Management, Inc. | 17,954 | $210.0K | 0.02% | −17−0.1% | Reduced |
| Future Financial Wealth Managment LLC | 17,470 | $204.0K | 0.17% | +3,974+29.4% | Added |
| Bank of New York Mellon Corp | 16,750 | $196.0K | 0.00% | −25,219−60.1% | Reduced |
| Stephens Inc | 16,160 | $189.0K | 0.00% | +4,785+42.1% | Added |
| Pekin Hardy Strauss, Inc. | 15,955 | $187.0K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 15,959 | $187.0K | 0.01% | +1,761+12.4% | Added |
| Baker Tilly Wealth Management, LLC | 15,600 | $183.0K | 0.02% | −10,000−39.1% | Reduced |
| American Portfolios Advisors | 15,168 | $177.5K | 0.01% | +3,892+34.5% | Added |
| Fort Washington Investment Advisors Inc | 15,000 | $176.0K | 0.00% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 14,990 | $175.0K | 0.00% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 14,526 | $170.0K | 0.11% | −625−4.1% | Reduced |