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 |
|---|---|---|---|---|---|
| FMR LLC | 3 | $0 | 0.00% | +1+50.0% | Added |
| Tower Research Capital LLC (TRC) | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 112 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 138 | $2.00K | 0.00% | −18−11.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 255 | $2.98K | 0.00% | +255 | New |
| Bartlett & Co. LLC | 255 | $3.00K | 0.00% | +255 | New |
| Sandy Cove Advisors, LLC | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 300 | $4.00K | 0.00% | +300 | New |
| CoreFirst Bank & Trust | 428 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 546 | $6.00K | 0.00% | −129−19.1% | Reduced |
| First Manhattan Co | 571 | $6.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 600 | $7.02K | 0.00% | +600 | New |
| Mach-1 Financial Group, Inc. | 1,000 | $11.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 926 | $11.0K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 1,000 | $11.7K | 0.00% | +1,000 | New |
| Ahrens Investment Partners LLC | 1,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,041 | $12.0K | 0.00% | +26+2.6% | Added |
| Raleigh Capital Management Inc. | 1,200 | $14.0K | 0.01% | +200+20.0% | Added |
| Worth Asset Management, LLC | 1,500 | $15.0K | 0.01% | +1,500 | New |
| M&R Capital Management Inc | 1,400 | $16.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,412 | $17.0K | 0.00% | +35+2.5% | Added |
| The PNC Financial Services Group, Inc. | 1,727 | $21.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,156 | $22.0K | 0.00% | +2,156 | New |
| Cambridge Trust Co | 2,000 | $23.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,000 | $23.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,260 | $26.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,500 | $29.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,986 | $30.0K | 0.00% | +1,986 | New |
| GPS Wealth Strategies Group, LLC | 3,105 | $36.0K | 0.01% | +1,855+148.4% | Added |
| Allworth Financial LP | 3,220 | $38.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3,225 | $38.0K | 0.01% | +3,225 | New |
| Northwestern Mutual Wealth Management Co | 3,907 | $45.0K | 0.00% | −379−8.8% | Reduced |
| Lazard Asset Management LLC | – | $46.0K | 0.00% | – | – |
| Lindbrook Capital, LLC | 4,258 | $50.0K | 0.01% | +1,258+41.9% | Added |
| Spire Wealth Management | 8,636 | $101.0K | 0.00% | −153−1.7% | Reduced |
| Proequities, Inc. | 8,863 | $104.0K | 0.01% | −2,659−23.1% | Reduced |
| Byrne Asset Management LLC | 9,800 | $115.0K | 0.07% | −400−3.9% | Reduced |
| PFG Advisors | 10,060 | $118.0K | 0.01% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 10,134 | $119.0K | 0.10% | +10,134 | New |
| MKT Advisors LLC | 11,919 | $125.0K | 0.09% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 11,000 | $128.0K | 0.04% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 11,335 | $133.0K | 0.02% | +48+0.4% | Added |
| Staley Capital Advisers Inc | 11,521 | $135.0K | 0.01% | +42+0.4% | Added |
| Envestnet Asset Management Inc | 11,846 | $139.0K | 0.00% | +1,362+13.0% | Added |
| Fortitude Advisory Group L.L.C. | 12,242 | $143.0K | 0.08% | −1,325−9.8% | Reduced |
| Claro Advisors LLC | 11,027 | $144.0K | 0.05% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 12,928 | $151.0K | 0.00% | −359−2.7% | Reduced |
| D.A. Davidson & Co. | 13,028 | $152.0K | 0.00% | +13,028 | New |
| Ford Financial Group, LLC | 13,472 | $157.0K | 0.06% | +124+0.9% | Added |
| WMG Financial Advisors, LLC | 13,606 | $158.0K | 0.12% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 13,725 | $161.0K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 13,890 | $163.0K | 0.03% | +13,890 | New |
| Meristem Family Wealth, LLC | 14,400 | $168.0K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 14,470 | $169.0K | 0.01% | +800+5.9% | Added |
| Retirement Guys Formula LLC | 14,526 | $170.0K | 0.11% | −625−4.1% | Reduced |
| Congress Wealth Management LLC | 14,990 | $175.0K | 0.00% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 15,000 | $176.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 15,168 | $177.5K | 0.01% | +3,892+34.5% | Added |
| Baker Tilly Wealth Management, LLC | 15,600 | $183.0K | 0.02% | −10,000−39.1% | Reduced |
| 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 |
| Stephens Inc | 16,160 | $189.0K | 0.00% | +4,785+42.1% | Added |
| Bank of New York Mellon Corp | 16,750 | $196.0K | 0.00% | −25,219−60.1% | Reduced |
| Future Financial Wealth Managment LLC | 17,470 | $204.0K | 0.17% | +3,974+29.4% | Added |
| 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 |
| Stonegate Investment Group, LLC | 18,552 | $217.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 18,800 | $220.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 20,000 | $234.0K | 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 |
| Evercore Wealth Management, LLC | 21,225 | $248.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 21,251 | $249.0K | 0.00% | +21,251 | New |
| 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 |
| Pin Oak Investment Advisors Inc | 21,718 | $254.0K | 0.27% | −2,310−9.6% | Reduced |
| BerganKDV Wealth Management, LLC | 21,793 | $255.0K | 0.03% | −9,959−31.4% | Reduced |
| WealthTrust Asset Management, LLC | 22,176 | $259.0K | 0.18% | +153+0.7% | Added |
| D. E. Shaw & Co., Inc. | 22,500 | $263.0K | 0.00% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 20,011 | $271.0K | 0.13% | 00.0% | Unchanged |
| First Foundation Advisors | 23,494 | $275.0K | 0.01% | 00.0% | Unchanged |
| Cadence Wealth Management LLC | 25,768 | $301.0K | 0.23% | −1,516−5.6% | Reduced |
| Sigma Planning Corp | 26,783 | $313.0K | 0.01% | −3,000−10.1% | Reduced |
| ProVise Management Group, LLC | 27,580 | $323.0K | 0.03% | −425−1.5% | Reduced |
| Oppenheimer & Co Inc | 28,227 | $330.0K | 0.01% | −164−0.6% | Reduced |
| Relative Value Partners Group, LLC | 28,582 | $334.0K | 0.02% | −27,706−49.2% | Reduced |
| Kestra Advisory Services, LLC | 30,088 | $352.0K | 0.00% | −2,254−7.0% | Reduced |
| San Luis Wealth Advisors LLC | 27,105 | $355.0K | 0.17% | 00.0% | Unchanged |
| Conning Inc. | 32,079 | $375.0K | 0.01% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 35,889 | $420.0K | 0.16% | −310−0.9% | 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 |
| Onyx Bridge Wealth Group LLC | 40,352 | $447.0K | 0.17% | −4,339−9.7% | Reduced |
| Rockefeller Capital Management L.P. | 38,615 | $451.0K | 0.00% | −11,883−23.5% | Reduced |
| Capital Investment Advisors, LLC | 39,055 | $457.0K | 0.01% | −2,215−5.4% | Reduced |
| Magnolia Capital Advisors LLC | 39,668 | $464.0K | 0.18% | +39,668 | New |
| Independent Financial Group, LLC | 43,362 | $507.3K | 0.04% | +450+1.0% | Added |
| Shaker Financial Services, LLC | 52,018 | $609.0K | 0.23% | +52,018 | New |
| Evergreen Capital Management LLC | 53,883 | $630.0K | 0.03% | −1,450−2.6% | Reduced |