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 |
|---|---|---|---|---|---|
| Moors & Cabot, Inc. | 14,470 | $169.0K | 0.01% | +800+5.9% | Added |
| Meristem Family Wealth, LLC | 14,400 | $168.0K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 13,890 | $163.0K | 0.03% | +13,890 | New |
| Marcum Wealth, LLC | 13,725 | $161.0K | 0.02% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 13,606 | $158.0K | 0.12% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 13,472 | $157.0K | 0.06% | +124+0.9% | Added |
| D.A. Davidson & Co. | 13,028 | $152.0K | 0.00% | +13,028 | New |
| Horizon Kinetics Asset Management LLC | 12,928 | $151.0K | 0.00% | −359−2.7% | Reduced |
| Claro Advisors LLC | 11,027 | $144.0K | 0.05% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 12,242 | $143.0K | 0.08% | −1,325−9.8% | Reduced |
| Envestnet Asset Management Inc | 11,846 | $139.0K | 0.00% | +1,362+13.0% | Added |
| Staley Capital Advisers Inc | 11,521 | $135.0K | 0.01% | +42+0.4% | Added |
| Good Life Advisors, LLC | 11,335 | $133.0K | 0.02% | +48+0.4% | Added |
| WealthTrust Axiom LLC | 11,000 | $128.0K | 0.04% | 00.0% | Unchanged |
| MKT Advisors LLC | 11,919 | $125.0K | 0.09% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 10,134 | $119.0K | 0.10% | +10,134 | New |
| PFG Advisors | 10,060 | $118.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 9,800 | $115.0K | 0.07% | −400−3.9% | Reduced |
| Proequities, Inc. | 8,863 | $104.0K | 0.01% | −2,659−23.1% | Reduced |
| Spire Wealth Management | 8,636 | $101.0K | 0.00% | −153−1.7% | Reduced |
| Lindbrook Capital, LLC | 4,258 | $50.0K | 0.01% | +1,258+41.9% | Added |
| Lazard Asset Management LLC | – | $46.0K | 0.00% | – | – |
| Northwestern Mutual Wealth Management Co | 3,907 | $45.0K | 0.00% | −379−8.8% | Reduced |
| 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 |
| GPS Wealth Strategies Group, LLC | 3,105 | $36.0K | 0.01% | +1,855+148.4% | Added |
| IFP Advisors, Inc | 1,986 | $30.0K | 0.00% | +1,986 | New |
| Optimum Investment Advisors | 2,500 | $29.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,260 | $26.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 2,000 | $23.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,000 | $23.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,156 | $22.0K | 0.00% | +2,156 | New |
| The PNC Financial Services Group, Inc. | 1,727 | $21.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,412 | $17.0K | 0.00% | +35+2.5% | Added |
| M&R Capital Management Inc | 1,400 | $16.0K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 1,500 | $15.0K | 0.01% | +1,500 | New |
| Raleigh Capital Management Inc. | 1,200 | $14.0K | 0.01% | +200+20.0% | Added |
| 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 |
| Herold Advisors, Inc. | 1,000 | $11.7K | 0.00% | +1,000 | 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 |
| Koshinski Asset Management, Inc. | 600 | $7.02K | 0.00% | +600 | New |
| 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 |
| CoreFirst Bank & Trust | 428 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 300 | $4.00K | 0.00% | +300 | New |
| Bartlett & Co. LLC | 255 | $3.00K | 0.00% | +255 | New |
| Bartlett & Co. Wealth Management LLC | 255 | $2.98K | 0.00% | +255 | New |
| CWM, LLC | 138 | $2.00K | 0.00% | −18−11.5% | Reduced |
| Focused Wealth Management, Inc | 112 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |