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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | −2−66.7% | Reduced |
| Tower Research Capital LLC (TRC) | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 19 | $0 | 0.00% | +1+5.6% | Added |
| Focused Wealth Management, Inc | 112 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 285 | $2.00K | 0.00% | −286−50.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 255 | $2.63K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 255 | $3.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 477 | $5.00K | 0.00% | −1,250−72.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 546 | $6.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,000 | $10.0K | 0.00% | −400−28.6% | Reduced |
| Ahrens Investment Partners LLC | 1,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 998 | $10.0K | 0.01% | −2−0.2% | Reduced |
| Ellis Investment Partners, LLC | 1,071 | $11.0K | 0.00% | +30+2.9% | Added |
| Raleigh Capital Management Inc. | 1,300 | $13.0K | 0.01% | +100+8.3% | Added |
| Concord Wealth Partners | 1,453 | $15.0K | 0.00% | +41+2.9% | Added |
| Worth Asset Management, LLC | 1,500 | $15.0K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 1,550 | $16.0K | 0.01% | +1,550 | New |
| Cambridge Trust Co | 2,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,000 | $21.0K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 2,000 | $21.0K | 0.01% | +2,000 | New |
| Global Retirement Partners, LLC | 2,156 | $22.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,260 | $23.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,500 | $26.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,986 | $30.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,220 | $33.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | – | $41.0K | 0.00% | – | – |
| Lindbrook Capital, LLC | 4,258 | $44.0K | 0.01% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 5,616 | $58.0K | 0.00% | +5,616 | New |
| Sutton Wealth Advisors Inc. | 6,016 | $62.1K | 0.02% | +6,016 | New |
| CWM, LLC | 6,139 | $63.0K | 0.00% | +6,001+4,348.6% | Added |
| Proequities, Inc. | 8,883 | $92.0K | 0.01% | +20+0.2% | Added |
| Byrne Asset Management LLC | 9,800 | $101.0K | 0.07% | 00.0% | Unchanged |
| PFG Advisors | 10,060 | $104.0K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 10,107 | $104.0K | 0.06% | +10,107 | New |
| Nomura Holdings Inc | 10,000 | $104.0K | 0.00% | +10,000 | New |
| Arete Wealth Advisors, LLC | 10,237 | $106.0K | 0.01% | −493,176−98.0% | Reduced |
| Drive Wealth Management, LLC | 10,227 | $106.0K | 0.10% | +93+0.9% | Added |
| CNH Partners LLC | 10,621 | $110.0K | 0.00% | +10,621 | New |
| Susquehanna International Group, LLP | 10,763 | $111.0K | 0.00% | +10,763 | New |
| WealthTrust Axiom LLC | 11,000 | $113.0K | 0.04% | 00.0% | Unchanged |
| Claro Advisors LLC | 11,027 | $114.0K | 0.05% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 11,405 | $118.0K | 0.11% | −10,771−48.6% | Reduced |
| Good Life Advisors, LLC | 11,391 | $118.0K | 0.02% | +56+0.5% | Added |
| Staley Capital Advisers Inc | 11,571 | $120.0K | 0.01% | +50+0.4% | Added |
| MKT Advisors LLC | 11,919 | $121.0K | 0.09% | 00.0% | Unchanged |
| Cetera Advisors LLC | 12,495 | $129.0K | 0.00% | −83,020−86.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 12,928 | $134.0K | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 13,619 | $140.0K | 0.06% | +147+1.1% | Added |
| WMG Financial Advisors, LLC | 13,606 | $141.0K | 0.12% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 13,670 | $141.0K | 0.13% | +1,428+11.7% | Added |
| Marcum Wealth, LLC | 13,725 | $142.0K | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 14,400 | $149.0K | 0.00% | +14,400 | New |
| Sandy Cove Advisors, LLC | 14,800 | $153.0K | 0.14% | +14,500+4,833.3% | Added |
| Congress Wealth Management LLC | 14,990 | $155.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 15,028 | $155.2K | 0.01% | −140−0.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 15,600 | $161.0K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 15,639 | $162.0K | 0.00% | +3,793+32.0% | Added |
| Pekin Hardy Strauss, Inc. | 15,955 | $165.0K | 0.03% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 16,424 | $170.0K | 0.00% | −326−1.9% | Reduced |
| US Bancorp | 16,600 | $171.0K | 0.00% | −2,200−11.7% | Reduced |
| Moors & Cabot, Inc. | 16,945 | $175.0K | 0.01% | +2,475+17.1% | Added |
| Sigma Planning Corp | 18,376 | $190.0K | 0.01% | −8,407−31.4% | Reduced |
| Stonegate Investment Group, LLC | 18,552 | $192.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 19,479 | $201.0K | 0.05% | +16,374+527.3% | Added |
| Future Financial Wealth Managment LLC | 17,470 | $204.0K | 0.20% | 00.0% | Unchanged |
| Citigroup Inc | 20,000 | $207.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| B. Riley Wealth Management, Inc. | 20,472 | $211.0K | 0.02% | +2,518+14.0% | Added |
| Onyx Bridge Wealth Group LLC | 20,602 | $213.0K | 0.09% | −19,750−48.9% | Reduced |
| Oppenheimer & Co Inc | 20,841 | $215.0K | 0.00% | −7,386−26.2% | Reduced |
| Harbour Investments, Inc. | 20,943 | $216.0K | 0.01% | +20,943 | New |
| BerganKDV Wealth Management, LLC | 21,220 | $219.0K | 0.03% | −573−2.6% | Reduced |
| Retirement Guys Formula LLC | 21,492 | $222.0K | 0.23% | +6,966+48.0% | Added |
| Pin Oak Investment Advisors Inc | 21,647 | $224.0K | 0.27% | −71−0.3% | Reduced |
| Flagship Harbor Advisors, LLC | 22,297 | $230.0K | 0.03% | +632+2.9% | Added |
| D. E. Shaw & Co., Inc. | 22,500 | $232.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 22,719 | $235.0K | 0.01% | +6,760+42.4% | Added |
| Cadence Wealth Management LLC | 22,849 | $236.0K | 0.24% | −2,919−11.3% | Reduced |
| Greytown Advisors Inc. | 20,011 | $239.0K | 0.14% | 00.0% | Unchanged |
| First Foundation Advisors | 23,494 | $243.0K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 26,543 | $274.0K | 0.00% | −3,545−11.8% | Reduced |
| Stephens Inc | 26,820 | $277.0K | 0.01% | +10,660+66.0% | Added |
| ProVise Management Group, LLC | 27,230 | $281.0K | 0.03% | −350−1.3% | Reduced |
| Sowell Financial Services LLC | 29,188 | $302.0K | 0.03% | +29,188 | New |
| Conning Inc. | 32,079 | $331.0K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 32,736 | $338.0K | 0.07% | +18,846+135.7% | Added |
| Oarsman Capital, Inc. | 33,414 | $345.0K | 0.17% | −2,475−6.9% | Reduced |
| Pointe Capital Management LLC | 35,709 | $369.0K | 0.28% | −2,410−6.3% | Reduced |
| Creative Planning | 36,229 | $374.0K | 0.00% | −24,330−40.2% | Reduced |
| AE Wealth Management LLC | 37,362 | $386.0K | 0.00% | −70,790−65.5% | Reduced |
| 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 |
| Rockefeller Capital Management L.P. | 41,835 | $432.0K | 0.00% | +3,220+8.3% | Added |
| Independent Financial Group, LLC | 43,662 | $451.0K | 0.05% | +300+0.7% | Added |
| Atria Wealth Solutions, Inc. | 44,951 | $464.0K | 0.01% | −9,918−18.1% | Reduced |
| Evergreen Capital Management LLC | 47,133 | $487.0K | 0.03% | −6,750−12.5% | Reduced |
| Clough Capital Partners L P | 63,917 | $660.0K | 0.09% | +63,917 | New |
| HighTower Advisors, LLC | 65,583 | $677.0K | 0.00% | +852+1.3% | Added |
| Riverbridge Partners LLC | 67,261 | $695.0K | 0.01% | +67,261 | New |