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, Q2 2022
Institutional positions in Eaton Vance Ltd Duration Income Fund as of Jun 30, 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
- 151
- −2 vs. Q1 2022
- Shares held
- 32.2M
- +494.2K (+1.6%) vs. Q1 2022
- Total value
- $333.6M
- −$36.7M (−9.9%) vs. Q1 2022
- New holders
- 16
- 52 more added
- Sold out
- 18
- 46 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Ltd Duration Income Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 8,631,222 | $89.2M | 0.01% | +14,379+0.2% | Added |
| Sit Investment Associates Inc | 5,047,350 | $52.1M | 1.59% | −547,178−9.8% | Reduced |
| Invesco Ltd. | 1,744,042 | $18.0M | 0.01% | +86,164+5.2% | Added |
| Guggenheim Capital LLC | 1,566,062 | $16.2M | 0.13% | −56,145−3.5% | Reduced |
| UBS Group AG | 1,508,403 | $15.6M | 0.01% | +9,118+0.6% | Added |
| Chicago Partners Investment Group LLC | 873,927 | $9.55M | 0.69% | −14,209−1.6% | Reduced |
| Bank of America Corp | 788,888 | $8.15M | 0.00% | −179,100−18.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 635,876 | $6.57M | 0.01% | +359,217+129.8% | Added |
| Bramshill Investments, LLC | 595,558 | $6.15M | 0.73% | +595,558 | New |
| Cetera Advisor Networks LLC | 577,851 | $5.97M | 0.08% | +96,645+20.1% | Added |
| Advisor Group Holdings, Inc. | 489,604 | $5.06M | 0.01% | +5,256+1.1% | Added |
| LPL Financial LLC | 437,686 | $4.52M | 0.00% | +29,526+7.2% | Added |
| Cohen & Steers, Inc. | 405,672 | $4.19M | 0.01% | +14,646+3.7% | Added |
| Oak Hill Advisors LP | 403,604 | $4.17M | 0.29% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 386,986 | $4.00M | 0.11% | −6,436−1.6% | Reduced |
| Stifel Financial Corp | 324,016 | $3.35M | 0.01% | −64,440−16.6% | Reduced |
| Thrivent Financial for Lutherans | 322,156 | $3.33M | 0.01% | +9,800+3.1% | Added |
| Howard Wealth Management, LLC | 313,018 | $3.23M | 3.42% | −10,545−3.3% | Reduced |
| Commonwealth Equity Services, LLC | 310,963 | $3.21M | 0.01% | −7,147−2.2% | Reduced |
| Raymond James & Associates | 308,611 | $3.19M | 0.00% | −10,109−3.2% | Reduced |
| Royal Bank of Canada | 308,293 | $3.19M | 0.00% | +38,308+14.2% | Added |
| Cetera Investment Advisers | 307,316 | $3.17M | 0.05% | +29,219+10.5% | Added |
| Ameriprise Financial Inc | 305,478 | $3.15M | 0.00% | +10,565+3.6% | Added |
| Allspring Global Investments Holdings, LLC | 278,794 | $2.88M | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 270,399 | $2.79M | 0.28% | +172,102+175.1% | Added |
| Vident Investment Advisory, LLC | 252,831 | $2.61M | 0.08% | +40,347+19.0% | Added |
| Northwestern Mutual Wealth Management Co | 251,015 | $2.59M | 0.00% | +247,108+6,324.8% | Added |
| Gilbert & Cook, Inc. | 226,822 | $2.34M | 0.42% | −76,498−25.2% | Reduced |
| Advisors Asset Management, Inc. | 219,843 | $2.27M | 0.04% | +219,843 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 218,756 | $2.26M | 0.78% | +5,519+2.6% | Added |
| CoreCap Advisors, LLC | 198,650 | $2.05M | 0.16% | −7,450−3.6% | Reduced |
| Fiera Capital Corp | 193,340 | $2.00M | 0.01% | +39,243+25.5% | Added |
| Aviance Capital Partners, LLC | 184,881 | $1.91M | 0.43% | +25,312+15.9% | Added |
| Camelot Portfolios, LLC | 171,008 | $1.77M | 1.07% | +64,363+60.4% | Added |
| Credit Suisse AG | 135,000 | $1.40M | 0.00% | 00.0% | Unchanged |
| Compass Financial Advisors LLC | 130,995 | $1.35M | 1.84% | +31,000+31.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 108,133 | $1.12M | 0.01% | −13,690−11.2% | Reduced |
| Selway Asset Management | 103,929 | $1.07M | 0.60% | +3,795+3.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 93,316 | $964.0K | 0.05% | +3,870+4.3% | Added |
| Truist Financial Corp | 91,601 | $946.0K | 0.00% | −23,332−20.3% | Reduced |
| Merit Financial Group, LLC | 88,938 | $919.0K | 0.03% | −4,699−5.0% | Reduced |
| GWM Advisors LLC | 86,144 | $890.0K | 0.02% | +5,200+6.4% | Added |
| Apriem Advisors | 84,599 | $874.0K | 0.15% | +1,446+1.7% | Added |
| Wedbush Securities Inc | 83,458 | $862.0K | 0.05% | −2,852−3.3% | Reduced |
| Rock Point Advisors, LLC | 82,293 | $850.0K | 0.29% | −325−0.4% | Reduced |
| National Asset Management, Inc. | 81,917 | $847.0K | 0.04% | +4,506+5.8% | Added |
| Wells Fargo & Company | 81,413 | $841.0K | 0.00% | +15,865+24.2% | Added |
| Clear Creek Financial Management, LLC | 75,634 | $781.0K | 0.16% | +16,454+27.8% | Added |
| Landscape Capital Management, L.L.C. | 75,492 | $780.0K | 0.11% | +75,492 | New |
| Cahill Financial Advisors Inc | 69,365 | $717.0K | 0.15% | −300.0% | Reduced |
| Janney Montgomery Scott LLC | 68,511 | $700.0K | 0.00% | −1,550−2.2% | Reduced |
| Riverbridge Partners LLC | 67,261 | $695.0K | 0.01% | +67,261 | New |
| HighTower Advisors, LLC | 65,583 | $677.0K | 0.00% | +852+1.3% | Added |
| Clough Capital Partners L P | 63,917 | $660.0K | 0.09% | +63,917 | New |
| Evergreen Capital Management LLC | 47,133 | $487.0K | 0.03% | −6,750−12.5% | Reduced |
| Atria Wealth Solutions, Inc. | 44,951 | $464.0K | 0.01% | −9,918−18.1% | Reduced |
| Independent Financial Group, LLC | 43,662 | $451.0K | 0.05% | +300+0.7% | Added |
| Rockefeller Capital Management L.P. | 41,835 | $432.0K | 0.00% | +3,220+8.3% | Added |
| Capital Investment Advisors, LLC | 38,804 | $401.0K | 0.01% | −251−0.6% | Reduced |
| Quad-Cities Investment Group, LLC | 38,781 | $401.0K | 0.30% | +657+1.7% | Added |
| AE Wealth Management LLC | 37,362 | $386.0K | 0.00% | −70,790−65.5% | Reduced |
| Creative Planning | 36,229 | $374.0K | 0.00% | −24,330−40.2% | Reduced |
| Pointe Capital Management LLC | 35,709 | $369.0K | 0.28% | −2,410−6.3% | Reduced |
| Oarsman Capital, Inc. | 33,414 | $345.0K | 0.17% | −2,475−6.9% | Reduced |
| International Assets Investment Management, LLC | 32,736 | $338.0K | 0.07% | +18,846+135.7% | Added |
| Conning Inc. | 32,079 | $331.0K | 0.01% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 29,188 | $302.0K | 0.03% | +29,188 | New |
| ProVise Management Group, LLC | 27,230 | $281.0K | 0.03% | −350−1.3% | Reduced |
| Stephens Inc | 26,820 | $277.0K | 0.01% | +10,660+66.0% | Added |
| Kestra Advisory Services, LLC | 26,543 | $274.0K | 0.00% | −3,545−11.8% | Reduced |
| First Foundation Advisors | 23,494 | $243.0K | 0.01% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 20,011 | $239.0K | 0.14% | 00.0% | Unchanged |
| Cadence Wealth Management LLC | 22,849 | $236.0K | 0.24% | −2,919−11.3% | Reduced |
| Advisory Services Network, LLC | 22,719 | $235.0K | 0.01% | +6,760+42.4% | Added |
| D. E. Shaw & Co., Inc. | 22,500 | $232.0K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 22,297 | $230.0K | 0.03% | +632+2.9% | Added |
| Pin Oak Investment Advisors Inc | 21,647 | $224.0K | 0.27% | −71−0.3% | Reduced |
| Retirement Guys Formula LLC | 21,492 | $222.0K | 0.23% | +6,966+48.0% | Added |
| BerganKDV Wealth Management, LLC | 21,220 | $219.0K | 0.03% | −573−2.6% | Reduced |
| Harbour Investments, Inc. | 20,943 | $216.0K | 0.01% | +20,943 | New |
| Oppenheimer & Co Inc | 20,841 | $215.0K | 0.00% | −7,386−26.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 20,602 | $213.0K | 0.09% | −19,750−48.9% | Reduced |
| B. Riley Wealth Management, Inc. | 20,472 | $211.0K | 0.02% | +2,518+14.0% | Added |
| Eaton Vance Management | 20,320 | $210.0K | 0.00% | −1,249−5.8% | Reduced |
| SeaCrest Wealth Management, LLC | 20,324 | $210.0K | 0.03% | −13−0.1% | Reduced |
| Citigroup Inc | 20,000 | $207.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 17,470 | $204.0K | 0.20% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 19,479 | $201.0K | 0.05% | +16,374+527.3% | Added |
| Stonegate Investment Group, LLC | 18,552 | $192.0K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 18,376 | $190.0K | 0.01% | −8,407−31.4% | Reduced |
| Moors & Cabot, Inc. | 16,945 | $175.0K | 0.01% | +2,475+17.1% | Added |
| US Bancorp | 16,600 | $171.0K | 0.00% | −2,200−11.7% | Reduced |
| Bank of New York Mellon Corp | 16,424 | $170.0K | 0.00% | −326−1.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 15,955 | $165.0K | 0.03% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 15,639 | $162.0K | 0.00% | +3,793+32.0% | Added |
| Baker Tilly Wealth Management, LLC | 15,600 | $161.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 15,028 | $155.2K | 0.01% | −140−0.9% | Reduced |
| Congress Wealth Management LLC | 14,990 | $155.0K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 14,800 | $153.0K | 0.14% | +14,500+4,833.3% | Added |
| Cresset Asset Management, LLC | 14,400 | $149.0K | 0.00% | +14,400 | New |