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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 112 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 216 | $2.00K | 0.00% | −595,342−100.0% | Reduced |
| Bartlett & Co. LLC | 255 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 285 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 255 | $2.35K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 477 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 667 | $6.00K | 0.00% | +667 | New |
| M&R Capital Management Inc | 1,000 | $9.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 998 | $9.00K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,102 | $10.0K | 0.00% | +31+2.9% | Added |
| Raleigh Capital Management Inc. | 1,300 | $12.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,369 | $13.0K | 0.00% | +1,369 | New |
| Wagner Wealth Management, LLC | 1,550 | $14.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 1,500 | $14.0K | 0.01% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 2,000 | $18.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,156 | $20.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,260 | $21.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,275 | $21.0K | 0.00% | +2,275 | New |
| Optimum Investment Advisors | 2,500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2,850 | $26.0K | 0.00% | +2,850 | New |
| Steward Partners Investment Advisory, LLC | 3,057 | $28.0K | 0.00% | +2,511+459.9% | Added |
| Allworth Financial LP | 3,350 | $31.0K | 0.00% | +130+4.0% | Added |
| IFP Advisors, Inc | 2,036 | $31.0K | 0.00% | +50+2.5% | Added |
| Lindbrook Capital, LLC | 4,258 | $39.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 4,750 | $44.0K | 0.03% | −5,050−51.5% | Reduced |
| CWM, LLC | 6,339 | $58.0K | 0.00% | +200+3.3% | Added |
| Proequities, Inc. | 8,483 | $78.0K | 0.01% | −400−4.5% | Reduced |
| PFG Advisors | 10,060 | $93.0K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 10,292 | $95.0K | 0.05% | +185+1.8% | Added |
| Millennium Management LLC | 10,520 | $97.0K | 0.00% | +10,520 | New |
| D.A. Davidson & Co. | 11,049 | $102.0K | 0.00% | +11,049 | New |
| Good Life Advisors, LLC | 11,450 | $105.0K | 0.02% | +59+0.5% | Added |
| WealthTrust Asset Management, LLC | 11,423 | $105.0K | 0.11% | +18+0.2% | Added |
| Staley Capital Advisers Inc | 11,622 | $107.0K | 0.01% | +51+0.4% | Added |
| MKT Advisors LLC | 11,919 | $110.0K | 0.10% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 12,000 | $110.0K | 0.04% | +1,000+9.1% | Added |
| Essex Savings Bank | 11,984 | $111.0K | 0.04% | +11,984 | New |
| Claro Advisors LLC | 11,027 | $114.0K | 0.05% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 12,460 | $114.8K | 0.05% | +6,444+107.1% | Added |
| Cadence Wealth Management LLC | 12,832 | $118.0K | 0.11% | −10,017−43.8% | Reduced |
| Onyx Bridge Wealth Group LLC | 12,964 | $118.0K | 0.05% | −7,638−37.1% | Reduced |
| Walleye Capital LLC | 12,779 | $118.0K | 0.00% | +12,779 | New |
| Horizon Kinetics Asset Management LLC | 12,928 | $119.0K | 0.00% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 13,555 | $125.0K | 0.02% | −2,400−15.0% | Reduced |
| Marcum Wealth, LLC | 13,725 | $126.0K | 0.02% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 13,771 | $126.0K | 0.05% | +152+1.1% | Added |
| American Portfolios Advisors | 14,036 | $129.3K | 0.01% | −992−6.6% | Reduced |
| 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 |
| WMG Financial Advisors, LLC | 14,706 | $134.0K | 0.12% | +1,100+8.1% | Added |
| Sandy Cove Advisors, LLC | 14,800 | $136.0K | 0.12% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 14,990 | $138.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Barrett & Company, Inc. | 15,308 | $143.7K | 0.10% | +15,308 | New |
| Baker Tilly Wealth Management, LLC | 15,600 | $144.0K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 16,199 | $149.0K | 0.01% | −2,177−11.8% | Reduced |
| US Bancorp | 16,600 | $153.0K | 0.00% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 17,593 | $162.0K | 0.17% | −3,899−18.1% | Reduced |
| 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 |
| GPS Wealth Strategies Group, LLC | 19,479 | $179.0K | 0.05% | 00.0% | Unchanged |
| Citigroup Inc | 20,000 | $184.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 20,320 | $187.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 20,393 | $188.0K | 0.03% | +69+0.3% | Added |
| 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 |
| Pin Oak Investment Advisors Inc | 21,497 | $198.0K | 0.25% | −150−0.7% | Reduced |
| Flagship Harbor Advisors, LLC | 21,803 | $201.0K | 0.02% | −494−2.2% | Reduced |
| Stephens Inc | 22,010 | $203.0K | 0.00% | −4,810−17.9% | Reduced |
| D. E. Shaw & Co., Inc. | 22,500 | $207.0K | 0.00% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 20,011 | $213.0K | 0.13% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 23,374 | $215.0K | 0.00% | +12,611+117.2% | Added |
| Harbour Investments, Inc. | 20,943 | $216.0K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 21,794 | $225.0K | 0.26% | +4,324+24.8% | Added |
| Kestra Advisory Services, LLC | 24,674 | $227.0K | 0.00% | −1,869−7.0% | Reduced |
| ProVise Management Group, LLC | 25,480 | $235.0K | 0.03% | −1,750−6.4% | Reduced |
| Pointe Capital Management LLC | 27,144 | $250.0K | 0.20% | −8,565−24.0% | Reduced |
| AE Wealth Management LLC | 27,989 | $258.0K | 0.00% | −9,373−25.1% | Reduced |
| Advisory Services Network, LLC | 28,154 | $259.0K | 0.01% | +5,435+23.9% | Added |
| Creative Planning | 30,601 | $282.0K | 0.00% | −5,628−15.5% | Reduced |
| Conning Inc. | 32,079 | $295.0K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 32,736 | $301.0K | 0.06% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 33,087 | $305.0K | 0.16% | −327−1.0% | Reduced |
| Capital Investment Advisors, LLC | 34,655 | $319.0K | 0.01% | −4,149−10.7% | Reduced |
| Landscape Capital Management, L.L.C. | 36,485 | $336.0K | 0.04% | −39,007−51.7% | Reduced |
| Quad-Cities Investment Group, LLC | 37,953 | $350.0K | 0.27% | −828−2.1% | Reduced |
| 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 |
| MML Investors Services, LLC | 42,265 | $389.0K | 0.00% | +42,265 | New |
| Evergreen Capital Management LLC | 45,183 | $416.0K | 0.02% | −1,950−4.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 46,108 | $424.0K | 0.00% | −232,686−83.5% | Reduced |
| Independent Financial Group, LLC | 46,972 | $432.6K | 0.04% | +3,310+7.6% | Added |
| Shaker Financial Services, LLC | 56,271 | $518.0K | 0.26% | +56,271 | New |
| Janney Montgomery Scott LLC | 62,213 | $573.0K | 0.00% | −6,298−9.2% | Reduced |
| HighTower Advisors, LLC | 65,624 | $606.0K | 0.00% | +41+0.1% | Added |
| Cahill Financial Advisors Inc | 68,329 | $629.0K | 0.13% | −1,036−1.5% | Reduced |