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 |
|---|---|---|---|---|---|
| Marcum Wealth, LLC | 13,725 | $142.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Ford Financial Group, LLC | 13,619 | $140.0K | 0.06% | +147+1.1% | Added |
| Horizon Kinetics Asset Management LLC | 12,928 | $134.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 12,495 | $129.0K | 0.00% | −83,020−86.9% | Reduced |
| MKT Advisors LLC | 11,919 | $121.0K | 0.09% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 11,571 | $120.0K | 0.01% | +50+0.4% | Added |
| 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 |
| Claro Advisors LLC | 11,027 | $114.0K | 0.05% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 11,000 | $113.0K | 0.04% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,763 | $111.0K | 0.00% | +10,763 | New |
| CNH Partners LLC | 10,621 | $110.0K | 0.00% | +10,621 | 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 |
| 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 |
| Byrne Asset Management LLC | 9,800 | $101.0K | 0.07% | 00.0% | Unchanged |
| Proequities, Inc. | 8,883 | $92.0K | 0.01% | +20+0.2% | Added |
| CWM, LLC | 6,139 | $63.0K | 0.00% | +6,001+4,348.6% | Added |
| Sutton Wealth Advisors Inc. | 6,016 | $62.1K | 0.02% | +6,016 | New |
| Venture Visionary Partners LLC | 5,616 | $58.0K | 0.00% | +5,616 | New |
| Lindbrook Capital, LLC | 4,258 | $44.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | – | $41.0K | 0.00% | – | – |
| Allworth Financial LP | 3,220 | $33.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,986 | $30.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,500 | $26.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,260 | $23.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,156 | $22.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Wagner Wealth Management, LLC | 1,550 | $16.0K | 0.01% | +1,550 | New |
| 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 |
| Raleigh Capital Management Inc. | 1,300 | $13.0K | 0.01% | +100+8.3% | Added |
| Ellis Investment Partners, LLC | 1,071 | $11.0K | 0.00% | +30+2.9% | Added |
| 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 |
| Steward Partners Investment Advisory, LLC | 546 | $6.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 477 | $5.00K | 0.00% | −1,250−72.4% | Reduced |
| Bartlett & Co. LLC | 255 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 255 | $2.63K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 285 | $2.00K | 0.00% | −286−50.1% | Reduced |
| Focused Wealth Management, Inc | 112 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |