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, Q3 2022
Institutional positions in Eaton Vance Ltd Duration Income Fund as of Sep 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
- 149
- −1 vs. Q2 2022
- Shares held
- 31.8M
- −379.0K (−1.2%) vs. Q2 2022
- Total value
- $293.9M
- −$39.5M (−11.8%) vs. Q2 2022
- New holders
- 12
- 49 more added
- Sold out
- 13
- 49 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Ltd Duration Income Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 8,642,067 | $79.6M | 0.01% | +10,845+0.1% | Added |
| Sit Investment Associates Inc | 5,399,118 | $49.7M | 1.49% | +351,768+7.0% | Added |
| Invesco Ltd. | 1,767,124 | $16.3M | 0.01% | +23,082+1.3% | Added |
| Guggenheim Capital LLC | 1,500,817 | $13.8M | 0.13% | −65,245−4.2% | Reduced |
| UBS Group AG | 1,215,426 | $11.2M | 0.01% | −292,977−19.4% | Reduced |
| Chicago Partners Investment Group LLC | 856,581 | $8.39M | 0.60% | −17,346−2.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 770,668 | $7.10M | 0.02% | +134,792+21.2% | Added |
| Arete Wealth Advisors, LLC | 665,307 | $6.13M | 0.60% | +655,070+6,399.0% | Added |
| Bank of America Corp | 647,130 | $5.96M | 0.00% | −141,758−18.0% | Reduced |
| Cetera Advisor Networks LLC | 607,021 | $5.59M | 0.07% | +29,170+5.0% | Added |
| Advisor Group Holdings, Inc. | 504,861 | $4.65M | 0.01% | +15,257+3.1% | Added |
| LPL Financial LLC | 447,660 | $4.12M | 0.00% | +9,974+2.3% | Added |
| Oak Hill Advisors LP | 403,604 | $3.72M | 0.25% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 387,022 | $3.56M | 0.35% | +116,623+43.1% | Added |
| Cohen & Steers, Inc. | 375,463 | $3.46M | 0.01% | −30,209−7.4% | Reduced |
| Royal Bank of Canada | 373,252 | $3.44M | 0.00% | +64,959+21.1% | Added |
| Commonwealth Equity Services, LLC | 325,987 | $3.00M | 0.01% | +15,024+4.8% | Added |
| Stifel Financial Corp | 321,556 | $2.96M | 0.00% | −2,460−0.8% | Reduced |
| Raymond James & Associates | 312,412 | $2.88M | 0.00% | +3,801+1.2% | Added |
| Howard Wealth Management, LLC | 303,810 | $2.80M | 1.98% | −9,208−2.9% | Reduced |
| Ameriprise Financial Inc | 298,441 | $2.75M | 0.00% | −7,037−2.3% | Reduced |
| Thrivent Financial for Lutherans | 294,156 | $2.71M | 0.01% | −28,000−8.7% | Reduced |
| Cetera Investment Advisers | 288,623 | $2.66M | 0.05% | −18,693−6.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 260,140 | $2.40M | 0.00% | +9,125+3.6% | Added |
| Gilbert & Cook, Inc. | 229,177 | $2.21M | 0.49% | +2,355+1.0% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 221,055 | $2.04M | 0.72% | +2,299+1.1% | Added |
| Advisors Asset Management, Inc. | 214,983 | $1.98M | 0.04% | −4,860−2.2% | Reduced |
| CoreCap Advisors, LLC | 210,600 | $1.94M | 0.16% | +11,950+6.0% | Added |
| Fiera Capital Corp | 192,877 | $1.78M | 0.01% | −463−0.2% | Reduced |
| Aviance Capital Partners, LLC | 185,380 | $1.71M | 0.42% | +499+0.3% | Added |
| Penserra Capital Management LLC | 170,439 | $1.57M | 0.04% | −216,547−56.0% | Reduced |
| Camelot Portfolios, LLC | 150,207 | $1.38M | 1.30% | −20,801−12.2% | Reduced |
| Credit Suisse AG | 135,000 | $1.24M | 0.00% | 00.0% | Unchanged |
| Compass Financial Advisors LLC | 130,395 | $1.20M | 1.78% | −600−0.5% | Reduced |
| Cetera Advisors LLC | 119,112 | $1.10M | 0.03% | +106,617+853.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 102,058 | $940.0K | 0.01% | −6,075−5.6% | Reduced |
| Selway Asset Management | 97,429 | $897.0K | 0.52% | −6,500−6.3% | Reduced |
| Truist Financial Corp | 95,322 | $878.0K | 0.00% | +3,721+4.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 92,766 | $854.0K | 0.04% | −550−0.6% | Reduced |
| Apriem Advisors | 91,647 | $844.0K | 0.15% | +7,048+8.3% | Added |
| Merit Financial Group, LLC | 90,206 | $831.0K | 0.04% | +1,268+1.4% | Added |
| National Asset Management, Inc. | 90,152 | $831.0K | 0.03% | +8,235+10.1% | Added |
| GWM Advisors LLC | 89,694 | $826.0K | 0.01% | +3,550+4.1% | Added |
| Wedbush Securities Inc | 85,968 | $792.0K | 0.04% | +2,510+3.0% | Added |
| Rock Point Advisors, LLC | 79,149 | $729.0K | 0.27% | −3,144−3.8% | Reduced |
| Clear Creek Financial Management, LLC | 78,111 | $719.0K | 0.16% | +2,477+3.3% | Added |
| Atria Wealth Solutions, Inc. | 69,120 | $636.6K | 0.01% | +24,169+53.8% | Added |
| Riverbridge Partners LLC | 68,633 | $632.0K | 0.01% | +1,372+2.0% | Added |
| Wells Fargo & Company | 68,504 | $631.0K | 0.00% | −12,909−15.9% | Reduced |
| Cahill Financial Advisors Inc | 68,329 | $629.0K | 0.13% | −1,036−1.5% | Reduced |
| HighTower Advisors, LLC | 65,624 | $606.0K | 0.00% | +41+0.1% | Added |
| Janney Montgomery Scott LLC | 62,213 | $573.0K | 0.00% | −6,298−9.2% | Reduced |
| Shaker Financial Services, LLC | 56,271 | $518.0K | 0.26% | +56,271 | New |
| Independent Financial Group, LLC | 46,972 | $432.6K | 0.04% | +3,310+7.6% | Added |
| Allspring Global Investments Holdings, LLC | 46,108 | $424.0K | 0.00% | −232,686−83.5% | Reduced |
| Evergreen Capital Management LLC | 45,183 | $416.0K | 0.02% | −1,950−4.1% | Reduced |
| MML Investors Services, LLC | 42,265 | $389.0K | 0.00% | +42,265 | New |
| Rockefeller Capital Management L.P. | 40,883 | $376.0K | 0.00% | −952−2.3% | Reduced |
| Sowell Financial Services LLC | 40,861 | $376.0K | 0.04% | +11,673+40.0% | Added |
| Quad-Cities Investment Group, LLC | 37,953 | $350.0K | 0.27% | −828−2.1% | Reduced |
| Landscape Capital Management, L.L.C. | 36,485 | $336.0K | 0.04% | −39,007−51.7% | Reduced |
| Capital Investment Advisors, LLC | 34,655 | $319.0K | 0.01% | −4,149−10.7% | Reduced |
| Oarsman Capital, Inc. | 33,087 | $305.0K | 0.16% | −327−1.0% | Reduced |
| International Assets Investment Management, LLC | 32,736 | $301.0K | 0.06% | 00.0% | Unchanged |
| Conning Inc. | 32,079 | $295.0K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 30,601 | $282.0K | 0.00% | −5,628−15.5% | Reduced |
| Advisory Services Network, LLC | 28,154 | $259.0K | 0.01% | +5,435+23.9% | Added |
| AE Wealth Management LLC | 27,989 | $258.0K | 0.00% | −9,373−25.1% | Reduced |
| Pointe Capital Management LLC | 27,144 | $250.0K | 0.20% | −8,565−24.0% | Reduced |
| ProVise Management Group, LLC | 25,480 | $235.0K | 0.03% | −1,750−6.4% | Reduced |
| Kestra Advisory Services, LLC | 24,674 | $227.0K | 0.00% | −1,869−7.0% | Reduced |
| Future Financial Wealth Managment LLC | 21,794 | $225.0K | 0.26% | +4,324+24.8% | Added |
| Harbour Investments, Inc. | 20,943 | $216.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 23,374 | $215.0K | 0.00% | +12,611+117.2% | Added |
| Greytown Advisors Inc. | 20,011 | $213.0K | 0.13% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 22,500 | $207.0K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 22,010 | $203.0K | 0.00% | −4,810−17.9% | Reduced |
| Flagship Harbor Advisors, LLC | 21,803 | $201.0K | 0.02% | −494−2.2% | Reduced |
| Pin Oak Investment Advisors Inc | 21,497 | $198.0K | 0.25% | −150−0.7% | Reduced |
| BerganKDV Wealth Management, LLC | 20,924 | $193.0K | 0.02% | −296−1.4% | Reduced |
| Oppenheimer & Co Inc | 21,007 | $193.0K | 0.00% | +166+0.8% | Added |
| SeaCrest Wealth Management, LLC | 20,393 | $188.0K | 0.03% | +69+0.3% | Added |
| Eaton Vance Management | 20,320 | $187.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 20,000 | $184.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 19,479 | $179.0K | 0.05% | 00.0% | Unchanged |
| First Foundation Advisors | 18,611 | $171.0K | 0.01% | −4,883−20.8% | Reduced |
| Stonegate Investment Group, LLC | 18,552 | $171.0K | 0.01% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 17,593 | $162.0K | 0.17% | −3,899−18.1% | Reduced |
| US Bancorp | 16,600 | $153.0K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 16,199 | $149.0K | 0.01% | −2,177−11.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 15,600 | $144.0K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 15,308 | $143.7K | 0.10% | +15,308 | New |
| Envestnet Asset Management Inc | 15,434 | $142.0K | 0.00% | −205−1.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 15,412 | $142.0K | 0.14% | +1,742+12.7% | Added |
| Congress Wealth Management LLC | 14,990 | $138.0K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 14,800 | $136.0K | 0.12% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 14,706 | $134.0K | 0.12% | +1,100+8.1% | Added |
| Cresset Asset Management, LLC | 14,400 | $133.0K | 0.00% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 14,440 | $133.0K | 0.08% | +14,440 | New |
| American Portfolios Advisors | 14,036 | $129.3K | 0.01% | −992−6.6% | Reduced |