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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 68,511 | $700.0K | 0.00% | −1,550−2.2% | Reduced |
| Cahill Financial Advisors Inc | 69,365 | $717.0K | 0.15% | −300.0% | Reduced |
| Landscape Capital Management, L.L.C. | 75,492 | $780.0K | 0.11% | +75,492 | New |
| Clear Creek Financial Management, LLC | 75,634 | $781.0K | 0.16% | +16,454+27.8% | Added |
| Wells Fargo & Company | 81,413 | $841.0K | 0.00% | +15,865+24.2% | Added |
| National Asset Management, Inc. | 81,917 | $847.0K | 0.04% | +4,506+5.8% | Added |
| Rock Point Advisors, LLC | 82,293 | $850.0K | 0.29% | −325−0.4% | Reduced |
| Wedbush Securities Inc | 83,458 | $862.0K | 0.05% | −2,852−3.3% | Reduced |
| Apriem Advisors | 84,599 | $874.0K | 0.15% | +1,446+1.7% | Added |
| GWM Advisors LLC | 86,144 | $890.0K | 0.02% | +5,200+6.4% | Added |
| Merit Financial Group, LLC | 88,938 | $919.0K | 0.03% | −4,699−5.0% | Reduced |
| Truist Financial Corp | 91,601 | $946.0K | 0.00% | −23,332−20.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 93,316 | $964.0K | 0.05% | +3,870+4.3% | Added |
| Selway Asset Management | 103,929 | $1.07M | 0.60% | +3,795+3.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 108,133 | $1.12M | 0.01% | −13,690−11.2% | Reduced |
| Compass Financial Advisors LLC | 130,995 | $1.35M | 1.84% | +31,000+31.0% | Added |
| Credit Suisse AG | 135,000 | $1.40M | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 171,008 | $1.77M | 1.07% | +64,363+60.4% | Added |
| Aviance Capital Partners, LLC | 184,881 | $1.91M | 0.43% | +25,312+15.9% | Added |
| Fiera Capital Corp | 193,340 | $2.00M | 0.01% | +39,243+25.5% | Added |
| CoreCap Advisors, LLC | 198,650 | $2.05M | 0.16% | −7,450−3.6% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 218,756 | $2.26M | 0.78% | +5,519+2.6% | Added |
| Advisors Asset Management, Inc. | 219,843 | $2.27M | 0.04% | +219,843 | New |
| Gilbert & Cook, Inc. | 226,822 | $2.34M | 0.42% | −76,498−25.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 251,015 | $2.59M | 0.00% | +247,108+6,324.8% | Added |
| Vident Investment Advisory, LLC | 252,831 | $2.61M | 0.08% | +40,347+19.0% | Added |
| Centaurus Financial, Inc. | 270,399 | $2.79M | 0.28% | +172,102+175.1% | Added |
| Allspring Global Investments Holdings, LLC | 278,794 | $2.88M | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 305,478 | $3.15M | 0.00% | +10,565+3.6% | Added |
| Cetera Investment Advisers | 307,316 | $3.17M | 0.05% | +29,219+10.5% | Added |
| Royal Bank of Canada | 308,293 | $3.19M | 0.00% | +38,308+14.2% | Added |
| Raymond James & Associates | 308,611 | $3.19M | 0.00% | −10,109−3.2% | Reduced |
| Commonwealth Equity Services, LLC | 310,963 | $3.21M | 0.01% | −7,147−2.2% | Reduced |
| Howard Wealth Management, LLC | 313,018 | $3.23M | 3.42% | −10,545−3.3% | Reduced |
| Thrivent Financial for Lutherans | 322,156 | $3.33M | 0.01% | +9,800+3.1% | Added |
| Stifel Financial Corp | 324,016 | $3.35M | 0.01% | −64,440−16.6% | Reduced |
| Penserra Capital Management LLC | 386,986 | $4.00M | 0.11% | −6,436−1.6% | Reduced |
| Oak Hill Advisors LP | 403,604 | $4.17M | 0.29% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 405,672 | $4.19M | 0.01% | +14,646+3.7% | Added |
| LPL Financial LLC | 437,686 | $4.52M | 0.00% | +29,526+7.2% | Added |
| Advisor Group Holdings, Inc. | 489,604 | $5.06M | 0.01% | +5,256+1.1% | Added |
| Cetera Advisor Networks LLC | 577,851 | $5.97M | 0.08% | +96,645+20.1% | Added |
| Bramshill Investments, LLC | 595,558 | $6.15M | 0.73% | +595,558 | New |
| Raymond James Financial Services Advisors, Inc. | 635,876 | $6.57M | 0.01% | +359,217+129.8% | Added |
| Bank of America Corp | 788,888 | $8.15M | 0.00% | −179,100−18.5% | Reduced |
| Chicago Partners Investment Group LLC | 873,927 | $9.55M | 0.69% | −14,209−1.6% | Reduced |
| UBS Group AG | 1,508,403 | $15.6M | 0.01% | +9,118+0.6% | Added |
| Guggenheim Capital LLC | 1,566,062 | $16.2M | 0.13% | −56,145−3.5% | Reduced |
| Invesco Ltd. | 1,744,042 | $18.0M | 0.01% | +86,164+5.2% | Added |
| Sit Investment Associates Inc | 5,047,350 | $52.1M | 1.59% | −547,178−9.8% | Reduced |
| Morgan Stanley | 8,631,222 | $89.2M | 0.01% | +14,379+0.2% | Added |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −74,738−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −52,018−100.0% | Sold out |
| Magnolia Capital Advisors LLC | 0 | $0 | 0.00% | −39,668−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −27,105−100.0% | Sold out |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −28,582−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −21,251−100.0% | Sold out |
| Evercore Wealth Management, LLC | 0 | $0 | 0.00% | −21,225−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −20,371−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −17,975−100.0% | Sold out |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −13,028−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −8,636−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −3,225−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −926−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −428−100.0% | Sold out |
| Advocacy Wealth Management Services, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Meristem Family Wealth, LLC | – | – | – | – | Not filed |