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 |
|---|---|---|---|---|---|
| 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 |
| Pekin Hardy Strauss, Inc. | 13,555 | $125.0K | 0.02% | −2,400−15.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 12,928 | $119.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Sutton Wealth Advisors Inc. | 12,460 | $114.8K | 0.05% | +6,444+107.1% | Added |
| Claro Advisors LLC | 11,027 | $114.0K | 0.05% | 00.0% | Unchanged |
| Essex Savings Bank | 11,984 | $111.0K | 0.04% | +11,984 | New |
| 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 |
| Staley Capital Advisers Inc | 11,622 | $107.0K | 0.01% | +51+0.4% | Added |
| 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 |
| D.A. Davidson & Co. | 11,049 | $102.0K | 0.00% | +11,049 | New |
| Millennium Management LLC | 10,520 | $97.0K | 0.00% | +10,520 | New |
| Wiley Bros.-Aintree Capital, LLC | 10,292 | $95.0K | 0.05% | +185+1.8% | Added |
| PFG Advisors | 10,060 | $93.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 8,483 | $78.0K | 0.01% | −400−4.5% | Reduced |
| CWM, LLC | 6,339 | $58.0K | 0.00% | +200+3.3% | Added |
| Byrne Asset Management LLC | 4,750 | $44.0K | 0.03% | −5,050−51.5% | Reduced |
| Lindbrook Capital, LLC | 4,258 | $39.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Steward Partners Investment Advisory, LLC | 3,057 | $28.0K | 0.00% | +2,511+459.9% | Added |
| Wolverine Asset Management LLC | 2,850 | $26.0K | 0.00% | +2,850 | New |
| Optimum Investment Advisors | 2,500 | $23.0K | 0.01% | 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 |
| Global Retirement Partners, LLC | 2,156 | $20.0K | 0.00% | 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 |
| 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 |
| Crewe Advisors LLC | 1,369 | $13.0K | 0.00% | +1,369 | New |
| Raleigh Capital Management Inc. | 1,300 | $12.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,102 | $10.0K | 0.00% | +31+2.9% | Added |
| 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 |
| First Horizon Advisors, Inc. | 667 | $6.00K | 0.00% | +667 | New |
| The PNC Financial Services Group, Inc. | 477 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 255 | $2.35K | 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 |
| Focused Wealth Management, Inc | 112 | $1.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |