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 |
|---|---|---|---|---|---|
| Atria Wealth Solutions, Inc. | 54,869 | $642.0K | 0.01% | +54,869 | New |
| Clear Creek Financial Management, LLC | 59,180 | $692.0K | 0.11% | −26,892−31.2% | Reduced |
| Creative Planning | 60,559 | $709.0K | 0.00% | +686+1.1% | Added |
| HighTower Advisors, LLC | 64,731 | $758.0K | 0.00% | −5,141−7.4% | Reduced |
| Wells Fargo & Company | 65,548 | $768.0K | 0.00% | +20.0% | Added |
| Cahill Financial Advisors Inc | 69,395 | $812.0K | 0.15% | +851+1.2% | Added |
| Janney Montgomery Scott LLC | 70,061 | $820.0K | 0.00% | −556−0.8% | Reduced |
| Saba Capital Management, L.P. | 74,738 | $874.0K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 77,411 | $906.0K | 0.03% | −4,857−5.9% | Reduced |
| GWM Advisors LLC | 80,944 | $947.0K | 0.02% | −916−1.1% | Reduced |
| Rock Point Advisors, LLC | 82,618 | $967.0K | 0.29% | −1,625−1.9% | Reduced |
| Apriem Advisors | 83,153 | $973.0K | 0.14% | −2,060−2.4% | Reduced |
| Wedbush Securities Inc | 86,310 | $1.01M | 0.05% | −825−0.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 89,446 | $1.05M | 0.05% | +7,360+9.0% | Added |
| Merit Financial Group, LLC | 93,637 | $1.10M | 0.07% | +128+0.1% | Added |
| Cetera Advisors LLC | 95,515 | $1.12M | 0.02% | +15,321+19.1% | Added |
| Centaurus Financial, Inc. | 98,297 | $1.15M | 0.09% | +22,686+30.0% | Added |
| Compass Financial Advisors LLC | 99,995 | $1.17M | 1.29% | +40,500+68.1% | Added |
| Selway Asset Management | 100,134 | $1.17M | 0.57% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 106,645 | $1.25M | 0.62% | +7,365+7.4% | Added |
| AE Wealth Management LLC | 108,152 | $1.26M | 0.01% | +18,310+20.4% | Added |
| Truist Financial Corp | 114,933 | $1.34M | 0.00% | −1,462−1.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 121,823 | $1.43M | 0.01% | +8,890+7.9% | Added |
| Credit Suisse AG | 135,000 | $1.58M | 0.00% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 143,866 | $1.68M | 0.00% | −347,270−70.7% | Reduced |
| Fiera Capital Corp | 154,097 | $1.80M | 0.00% | +32,436+26.7% | Added |
| Aviance Capital Partners, LLC | 159,569 | $1.87M | 0.34% | +24,343+18.0% | Added |
| CoreCap Advisors, LLC | 206,100 | $2.41M | 0.17% | −1,150−0.6% | Reduced |
| Vident Investment Advisory, LLC | 212,484 | $2.49M | 0.06% | +42,294+24.9% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 213,237 | $2.50M | 0.73% | +281+0.1% | Added |
| Royal Bank of Canada | 269,985 | $3.16M | 0.00% | +28,020+11.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 276,659 | $3.24M | 0.01% | −12,376−4.3% | Reduced |
| Cetera Investment Advisers | 278,097 | $3.25M | 0.05% | +66,314+31.3% | Added |
| Allspring Global Investments Holdings, LLC | 278,794 | $3.26M | 0.00% | −68,971−19.8% | Reduced |
| Ameriprise Financial Inc | 294,913 | $3.45M | 0.00% | −5,337−1.8% | Reduced |
| Gilbert & Cook, Inc. | 303,320 | $3.55M | 0.57% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 312,356 | $3.65M | 0.01% | +6,300+2.1% | Added |
| Commonwealth Equity Services, LLC | 318,110 | $3.72M | 0.01% | +17,114+5.7% | Added |
| Raymond James & Associates | 318,720 | $3.73M | 0.00% | +8,362+2.7% | Added |
| Howard Wealth Management, LLC | 323,563 | $3.79M | 2.06% | +29,515+10.0% | Added |
| Stifel Financial Corp | 388,456 | $4.54M | 0.01% | +140,796+56.9% | Added |
| Cohen & Steers, Inc. | 391,026 | $4.58M | 0.01% | −694,097−64.0% | Reduced |
| Penserra Capital Management LLC | 393,422 | $4.60M | 0.11% | −585,774−59.8% | Reduced |
| Oak Hill Advisors LP | 403,604 | $4.72M | 0.24% | −32,811−7.5% | Reduced |
| LPL Financial LLC | 408,160 | $4.78M | 0.00% | +44,197+12.1% | Added |
| Cetera Advisor Networks LLC | 481,206 | $5.63M | 0.07% | +12,449+2.7% | Added |
| Advisor Group Holdings, Inc. | 484,348 | $5.75M | 0.01% | +5,831+1.2% | Added |
| Arete Wealth Advisors, LLC | 503,413 | $5.89M | 0.49% | +366,812+268.5% | Added |
| Chicago Partners Investment Group LLC | 888,136 | $9.13M | 0.70% | −26,853−2.9% | Reduced |
| Bank of America Corp | 967,988 | $11.3M | 0.00% | +46,660+5.1% | Added |
| UBS Group AG | 1,499,285 | $17.5M | 0.01% | −57,728−3.7% | Reduced |
| Guggenheim Capital LLC | 1,622,207 | $19.0M | 0.11% | +772,573+90.9% | Added |
| Invesco Ltd. | 1,657,878 | $19.4M | 0.00% | −7,595−0.5% | Reduced |
| Sit Investment Associates Inc | 5,594,528 | $65.5M | 1.76% | −571,973−9.3% | Reduced |
| Morgan Stanley | 8,616,843 | $100.8M | 0.01% | +550,228+6.8% | Added |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −286,425−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −228,486−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −164,790−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −51,356−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −41,088−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −36,627−100.0% | Sold out |
| Powell Investment Advisors, LLC | 0 | $0 | 0.00% | −25,445−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −12,537−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,483−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −6,352−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −6,178−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Masso Torrence Wealth Management Inc. | 0 | $0 | 0.00% | −2,372−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −1,575−100.0% | Sold out |
| Investmark Advisory Group LLC | 0 | $0 | 0.00% | −1,067−100.0% | Sold out |
| FourThought Financial, LLC | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −424−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Ascendant Capital Management, LLC | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |