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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 68,504 | $631.0K | 0.00% | −12,909−15.9% | Reduced |
| Riverbridge Partners LLC | 68,633 | $632.0K | 0.01% | +1,372+2.0% | Added |
| Atria Wealth Solutions, Inc. | 69,120 | $636.6K | 0.01% | +24,169+53.8% | Added |
| Clear Creek Financial Management, LLC | 78,111 | $719.0K | 0.16% | +2,477+3.3% | Added |
| Rock Point Advisors, LLC | 79,149 | $729.0K | 0.27% | −3,144−3.8% | Reduced |
| Wedbush Securities Inc | 85,968 | $792.0K | 0.04% | +2,510+3.0% | Added |
| GWM Advisors LLC | 89,694 | $826.0K | 0.01% | +3,550+4.1% | 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 |
| Apriem Advisors | 91,647 | $844.0K | 0.15% | +7,048+8.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 92,766 | $854.0K | 0.04% | −550−0.6% | Reduced |
| Truist Financial Corp | 95,322 | $878.0K | 0.00% | +3,721+4.1% | Added |
| Selway Asset Management | 97,429 | $897.0K | 0.52% | −6,500−6.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 102,058 | $940.0K | 0.01% | −6,075−5.6% | Reduced |
| Cetera Advisors LLC | 119,112 | $1.10M | 0.03% | +106,617+853.3% | Added |
| Compass Financial Advisors LLC | 130,395 | $1.20M | 1.78% | −600−0.5% | Reduced |
| Credit Suisse AG | 135,000 | $1.24M | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 150,207 | $1.38M | 1.30% | −20,801−12.2% | Reduced |
| Penserra Capital Management LLC | 170,439 | $1.57M | 0.04% | −216,547−56.0% | Reduced |
| Aviance Capital Partners, LLC | 185,380 | $1.71M | 0.42% | +499+0.3% | Added |
| Fiera Capital Corp | 192,877 | $1.78M | 0.01% | −463−0.2% | Reduced |
| CoreCap Advisors, LLC | 210,600 | $1.94M | 0.16% | +11,950+6.0% | Added |
| Advisors Asset Management, Inc. | 214,983 | $1.98M | 0.04% | −4,860−2.2% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 221,055 | $2.04M | 0.72% | +2,299+1.1% | Added |
| Gilbert & Cook, Inc. | 229,177 | $2.21M | 0.49% | +2,355+1.0% | Added |
| Northwestern Mutual Wealth Management Co | 260,140 | $2.40M | 0.00% | +9,125+3.6% | Added |
| Cetera Investment Advisers | 288,623 | $2.66M | 0.05% | −18,693−6.1% | Reduced |
| Thrivent Financial for Lutherans | 294,156 | $2.71M | 0.01% | −28,000−8.7% | Reduced |
| Ameriprise Financial Inc | 298,441 | $2.75M | 0.00% | −7,037−2.3% | Reduced |
| Howard Wealth Management, LLC | 303,810 | $2.80M | 1.98% | −9,208−2.9% | Reduced |
| Raymond James & Associates | 312,412 | $2.88M | 0.00% | +3,801+1.2% | Added |
| Stifel Financial Corp | 321,556 | $2.96M | 0.00% | −2,460−0.8% | Reduced |
| Commonwealth Equity Services, LLC | 325,987 | $3.00M | 0.01% | +15,024+4.8% | Added |
| Royal Bank of Canada | 373,252 | $3.44M | 0.00% | +64,959+21.1% | Added |
| Cohen & Steers, Inc. | 375,463 | $3.46M | 0.01% | −30,209−7.4% | Reduced |
| Centaurus Financial, Inc. | 387,022 | $3.56M | 0.35% | +116,623+43.1% | Added |
| Oak Hill Advisors LP | 403,604 | $3.72M | 0.25% | 00.0% | Unchanged |
| LPL Financial LLC | 447,660 | $4.12M | 0.00% | +9,974+2.3% | Added |
| Advisor Group Holdings, Inc. | 504,861 | $4.65M | 0.01% | +15,257+3.1% | Added |
| Cetera Advisor Networks LLC | 607,021 | $5.59M | 0.07% | +29,170+5.0% | Added |
| Bank of America Corp | 647,130 | $5.96M | 0.00% | −141,758−18.0% | Reduced |
| Arete Wealth Advisors, LLC | 665,307 | $6.13M | 0.60% | +655,070+6,399.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 770,668 | $7.10M | 0.02% | +134,792+21.2% | Added |
| Chicago Partners Investment Group LLC | 856,581 | $8.39M | 0.60% | −17,346−2.0% | Reduced |
| UBS Group AG | 1,215,426 | $11.2M | 0.01% | −292,977−19.4% | Reduced |
| Guggenheim Capital LLC | 1,500,817 | $13.8M | 0.13% | −65,245−4.2% | Reduced |
| Invesco Ltd. | 1,767,124 | $16.3M | 0.01% | +23,082+1.3% | Added |
| Sit Investment Associates Inc | 5,399,118 | $49.7M | 1.49% | +351,768+7.0% | Added |
| Morgan Stanley | 8,642,067 | $79.6M | 0.01% | +10,845+0.1% | Added |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −252,831−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −63,917−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −16,945−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −16,424−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −10,621−100.0% | Sold out |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −10,227−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −5,616−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | – | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −1,453−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Carmichael Hill & Associates, Inc. | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| B. Riley Wealth Management, Inc. | – | – | – | – | Not filed |