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, Q4 2022
Institutional positions in Eaton Vance Ltd Duration Income Fund as of Dec 31, 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
- 167
- +20 vs. Q3 2022
- Shares held
- 32.2M
- +378.4K (+1.2%) vs. Q3 2022
- Total value
- $302.9M
- +$9.32M (+3.2%) vs. Q3 2022
- New holders
- 34
- 51 more added
- Sold out
- 14
- 46 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Ltd Duration Income Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 8,302,528 | $78.0M | 0.01% | −339,539−3.9% | Reduced |
| Sit Investment Associates Inc | 5,351,036 | $50.2M | 1.41% | −48,082−0.9% | Reduced |
| Invesco Ltd. | 1,809,073 | $17.0M | 0.00% | +41,949+2.4% | Added |
| UBS Group AG | 1,218,679 | $11.4M | 0.01% | +3,253+0.3% | Added |
| Chicago Partners Investment Group LLC | 805,051 | $8.46M | 0.52% | −51,530−6.0% | Reduced |
| Guggenheim Capital LLC | 745,760 | $7.00M | 0.06% | −755,057−50.3% | Reduced |
| Bank of America Corp | 677,770 | $6.36M | 0.00% | +30,640+4.7% | Added |
| Arete Wealth Advisors, LLC | 648,890 | $6.09M | 0.54% | −16,417−2.5% | Reduced |
| Cetera Advisor Networks LLC | 591,032 | $5.55M | 0.04% | −15,989−2.6% | Reduced |
| Kennedy Investment Group | 586,750 | $5.51M | 3.51% | +586,750 | New |
| Advisor Group Holdings, Inc. | 497,386 | $4.67M | 0.01% | −7,475−1.5% | Reduced |
| Royal Bank of Canada | 448,794 | $4.21M | 0.00% | +75,542+20.2% | Added |
| Centaurus Financial, Inc. | 443,694 | $4.17M | 0.39% | +56,672+14.6% | Added |
| LPL Financial LLC | 430,068 | $4.04M | 0.00% | −17,592−3.9% | Reduced |
| Oak Hill Advisors LP | 403,604 | $3.79M | 0.23% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 375,463 | $3.53M | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 339,736 | $3.19M | 0.03% | +51,113+17.7% | Added |
| Commonwealth Equity Services, LLC | 330,299 | $3.10M | 0.01% | +4,312+1.3% | Added |
| Cyndeo Wealth Partners, LLC | 321,905 | $3.02M | 0.35% | +321,905 | New |
| Stifel Financial Corp | 321,352 | $3.02M | 0.00% | −204−0.1% | Reduced |
| Raymond James & Associates | 318,117 | $2.99M | 0.00% | +5,705+1.8% | Added |
| Thrivent Financial for Lutherans | 294,156 | $2.76M | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 266,895 | $2.51M | 0.00% | +6,755+2.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 263,369 | $2.47M | 0.00% | −507,299−65.8% | Reduced |
| Ameriprise Financial Inc | 239,735 | $2.25M | 0.00% | −58,706−19.7% | Reduced |
| Gilbert & Cook, Inc. | 233,710 | $2.19M | 0.40% | +4,533+2.0% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 221,930 | $2.08M | 0.68% | +875+0.4% | Added |
| Truist Financial Corp | 210,626 | $1.98M | 0.00% | +115,304+121.0% | Added |
| Allspring Global Investments Holdings, LLC | 208,380 | $1.96M | 0.00% | +162,272+351.9% | Added |
| Fiera Capital Corp | 203,910 | $1.91M | 0.01% | +11,033+5.7% | Added |
| CoreCap Advisors, LLC | 196,500 | $1.85M | 0.13% | −14,100−6.7% | Reduced |
| Rivernorth Capital Management, LLC | 195,563 | $1.84M | 0.08% | +195,563 | New |
| Penserra Capital Management LLC | 187,253 | $1.76M | 0.04% | +16,814+9.9% | Added |
| Shaker Financial Services, LLC | 147,020 | $1.38M | 0.65% | +90,749+161.3% | Added |
| Aviance Capital Partners, LLC | 144,741 | $1.36M | 0.32% | −40,639−21.9% | Reduced |
| Camelot Portfolios, LLC | 144,134 | $1.35M | 1.00% | −6,073−4.0% | Reduced |
| Credit Suisse AG | 135,000 | $1.27M | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 131,168 | $1.23M | 0.02% | +12,056+10.1% | Added |
| International Assets Investment Management, LLC | 120,825 | $1.13M | 0.12% | +88,089+269.1% | Added |
| Envestnet Asset Management Inc | 118,998 | $1.12M | 0.00% | +103,564+671.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 110,519 | $1.04M | 0.01% | +8,461+8.3% | Added |
| Howard Wealth Management, LLC | 110,325 | $1.04M | 0.85% | −193,485−63.7% | Reduced |
| Selway Asset Management | 103,929 | $975.9K | 0.52% | +6,500+6.7% | Added |
| National Asset Management, Inc. | 102,826 | $965.5K | 0.03% | +12,674+14.1% | Added |
| Compass Financial Advisors LLC | 101,395 | $952.1K | 1.28% | −29,000−22.2% | Reduced |
| Apriem Advisors | 96,100 | $902.4K | 0.16% | +4,453+4.9% | Added |
| Advisors Asset Management, Inc. | 94,618 | $888.5K | 0.02% | −120,365−56.0% | Reduced |
| Clough Capital Partners L P | 90,700 | $851.7K | 0.09% | +90,700 | New |
| GWM Advisors LLC | 89,762 | $842.2K | 0.02% | +68+0.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 87,964 | $826.0K | 0.04% | −4,802−5.2% | Reduced |
| Melfa Wealth Management, LLC | 86,475 | $812.0K | 0.85% | +86,475 | New |
| Logan Stone Capital, LLC | 85,605 | $803.8K | 0.30% | +85,605 | New |
| Merit Financial Group, LLC | 84,392 | $792.4K | 0.03% | −5,814−6.4% | Reduced |
| Cahill Financial Advisors Inc | 80,478 | $755.7K | 0.15% | +12,149+17.8% | Added |
| Wells Fargo & Company | 74,795 | $702.3K | 0.00% | +6,291+9.2% | Added |
| Clear Creek Financial Management, LLC | 73,292 | $688.2K | 0.15% | −4,819−6.2% | Reduced |
| Wedbush Securities Inc | 71,598 | $672.0K | 0.04% | −14,370−16.7% | Reduced |
| Atria Wealth Solutions, Inc. | 66,485 | $624.3K | 0.01% | −2,635−3.8% | Reduced |
| Rock Point Advisors, LLC | 65,849 | $618.0K | 0.21% | −13,300−16.8% | Reduced |
| HighTower Advisors, LLC | 65,572 | $615.0K | 0.00% | −52−0.1% | Reduced |
| Landscape Capital Management, L.L.C. | 65,392 | $614.0K | 0.09% | +28,907+79.2% | Added |
| Walleye Capital LLC | 60,595 | $569.0K | 0.01% | +47,816+374.2% | Added |
| Janney Montgomery Scott LLC | 56,196 | $528.0K | 0.00% | −6,017−9.7% | Reduced |
| Susquehanna International Group, LLP | 55,836 | $524.3K | 0.00% | +32,462+138.9% | Added |
| Elequin Capital LP | 49,710 | $466.8K | 0.13% | +49,710 | New |
| Independent Financial Group, LLC | 47,472 | $445.8K | 0.04% | +500+1.1% | Added |
| Weiss Asset Management LP | 47,433 | $445.4K | 0.02% | +47,433 | New |
| Sowell Financial Services LLC | 46,845 | $440.0K | 0.03% | +5,984+14.6% | Added |
| Quad-Cities Investment Group, LLC | 40,654 | $381.7K | 0.28% | +2,701+7.1% | Added |
| Creative Planning | 37,596 | $353.0K | 0.00% | +6,995+22.9% | Added |
| Rockefeller Capital Management L.P. | 33,838 | $317.0K | 0.00% | −7,045−17.2% | Reduced |
| Capital Investment Advisors, LLC | 33,103 | $311.0K | 0.01% | −1,552−4.5% | Reduced |
| Oarsman Capital, Inc. | 32,387 | $304.1K | 0.16% | −700−2.1% | Reduced |
| Conning Inc. | 32,079 | $301.2K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 31,865 | $299.2K | 0.01% | +9,855+44.8% | Added |
| Wolverine Asset Management LLC | 29,988 | $281.6K | 0.00% | +27,138+952.2% | Added |
| Money Concepts Capital Corp | 28,386 | $266.5K | 0.01% | +28,386 | New |
| Hollencrest Capital Management | 27,314 | $256.5K | 0.03% | +27,314 | New |
| MML Investors Services, LLC | 27,275 | $256.0K | 0.00% | −14,990−35.5% | Reduced |
| Warren Averett Asset Management, LLC | 26,828 | $251.9K | 0.01% | +26,828 | New |
| Pointe Capital Management LLC | 25,248 | $237.0K | 0.18% | −1,896−7.0% | Reduced |
| Advisory Services Network, LLC | 25,164 | $236.3K | 0.01% | −2,990−10.6% | Reduced |
| AE Wealth Management LLC | 25,164 | $236.3K | 0.00% | −2,825−10.1% | Reduced |
| Moors & Cabot, Inc. | 25,020 | $234.9K | 0.02% | +25,020 | New |
| Aristides Capital LLC | 24,320 | $228.4K | 0.14% | +24,320 | New |
| Evergreen Capital Management LLC | 24,128 | $226.6K | 0.01% | −21,055−46.6% | Reduced |
| Future Financial Wealth Managment LLC | 23,999 | $225.4K | 0.26% | +2,205+10.1% | Added |
| D. E. Shaw & Co., Inc. | 22,500 | $211.3K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 22,227 | $208.7K | 0.03% | +1,834+9.0% | Added |
| BerganKDV Wealth Management, LLC | 22,124 | $207.7K | 0.02% | +1,200+5.7% | Added |
| ProVise Management Group, LLC | 21,930 | $205.9K | 0.02% | −3,550−13.9% | Reduced |
| Flagship Harbor Advisors, LLC | 21,803 | $204.7K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 21,498 | $202.0K | 0.25% | +10.0% | Added |
| Oppenheimer & Co Inc | 21,192 | $199.0K | 0.00% | +185+0.9% | Added |
| Virtu Financial LLC | 21,032 | $197.0K | 0.03% | +21,032 | New |
| Citigroup Inc | 20,000 | $187.8K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 19,479 | $182.9K | 0.05% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 18,593 | $180.5K | 0.07% | +5,629+43.4% | Added |
| Riverbridge Partners LLC | 18,962 | $178.0K | 0.00% | −49,671−72.4% | Reduced |
| Dudley Capital Management, LLC | 18,633 | $175.0K | 0.13% | +18,633 | New |