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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 5 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2 | $19 | 0.00% | +1+100.0% | Added |
| Cresset Asset Management, LLC | 14,400 | $133 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 112 | $1.05K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 255 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 255 | $2.39K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 285 | $2.68K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 487 | $4.57K | 0.00% | +10+2.1% | Added |
| Asset Dedication, LLC | 578 | $5.00K | 0.00% | +578 | New |
| Steward Partners Investment Advisory, LLC | 546 | $5.13K | 0.00% | −2,511−82.1% | Reduced |
| Godsey & Gibb Associates | 600 | $5.63K | 0.00% | +600 | New |
| Sound Income Strategies, LLC | 960 | $9.01K | 0.00% | −1,300−57.5% | Reduced |
| Raleigh Capital Management Inc. | 1,400 | $13.1K | 0.01% | +100+7.7% | Added |
| Crewe Advisors LLC | 1,445 | $13.6K | 0.00% | +76+5.6% | Added |
| Worth Asset Management, LLC | 1,500 | $14.1K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,500 | $14.1K | 0.00% | +1,500 | New |
| West Branch Capital LLC | 1,500 | $14.1K | 0.01% | +1,500 | New |
| Concord Wealth Partners | 1,542 | $14.5K | 0.00% | +1,542 | New |
| One Wealth Advisors, LLC | 1,776 | $16.7K | 0.00% | +1,776 | New |
| TCTC Holdings, LLC | 2,000 | $18.8K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2,000 | $18.8K | 0.01% | +2,000 | New |
| Accurate Wealth Management, LLC | 2,000 | $19.8K | 0.01% | +2,000 | New |
| Global Retirement Partners, LLC | 2,156 | $20.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,027 | $26.0K | 0.00% | −9−0.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,900 | $27.2K | 0.00% | +2,900 | New |
| Allworth Financial LP | 3,350 | $31.5K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 3,758 | $35.3K | 0.02% | +3,758 | New |
| Lindbrook Capital, LLC | 4,258 | $40.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 4,850 | $45.5K | 0.03% | +100+2.1% | Added |
| DT Investment Partners, LLC | 5,305 | $49.8K | 0.01% | +5,305 | New |
| JPMorgan Chase & Co | 7,000 | $66.0K | 0.00% | +7,000 | New |
| Tradition Wealth Management, LLC | 7,773 | $73.0K | 0.01% | +7,773 | New |
| CWM, LLC | 8,390 | $79.0K | 0.00% | +2,051+32.4% | Added |
| Proequities, Inc. | 8,483 | $79.7K | 0.01% | 00.0% | Unchanged |
| PFG Advisors | 10,060 | $94.5K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 10,353 | $97.2K | 0.00% | +10,353 | New |
| Wiley Bros.-Aintree Capital, LLC | 10,500 | $98.6K | 0.05% | +208+2.0% | Added |
| Private Advisor Group, LLC | 15,867 | $100.1K | 0.01% | +15,867 | New |
| Claro Advisors LLC | 11,027 | $103.5K | 0.03% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 11,041 | $103.7K | 0.01% | −409−3.6% | Reduced |
| WealthTrust Asset Management, LLC | 11,289 | $106.0K | 0.10% | −134−1.2% | Reduced |
| Staley Capital Advisers Inc | 11,680 | $110.0K | 0.01% | +58+0.5% | Added |
| Essex Savings Bank | 11,984 | $112.5K | 0.04% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 12,000 | $112.7K | 0.04% | 00.0% | Unchanged |
| MKT Advisors LLC | 11,569 | $115.5K | 0.09% | −350−2.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 12,456 | $117.0K | 0.00% | −472−3.7% | Reduced |
| Sutton Wealth Advisors Inc. | 12,460 | $117.0K | 0.04% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 13,555 | $127.3K | 0.02% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 13,725 | $128.9K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 14,039 | $131.8K | 0.01% | +14,039 | New |
| Greytown Advisors Inc. | 11,011 | $133.1K | 0.07% | −9,000−45.0% | Reduced |
| Claybrook Capital, LLC | 14,440 | $135.6K | 0.08% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 14,706 | $138.1K | 0.12% | 00.0% | Unchanged |
| Sigma Planning Corp | 14,826 | $139.2K | 0.00% | −1,373−8.5% | Reduced |
| Congress Wealth Management LLC | 14,990 | $140.8K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 15,308 | $143.7K | 0.09% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 15,600 | $146.5K | 0.02% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 15,713 | $147.5K | 0.04% | +15,713 | New |
| Sandy Cove Advisors, LLC | 15,900 | $149.3K | 0.12% | +1,100+7.4% | Added |
| Fortitude Advisory Group L.L.C. | 15,998 | $150.2K | 0.13% | +586+3.8% | Added |
| US Bancorp | 16,600 | $155.9K | 0.00% | 00.0% | Unchanged |
| Veritable, L.P. | 17,600 | $165.3K | 0.00% | +17,600 | New |
| Kestra Advisory Services, LLC | 18,374 | $172.5K | 0.00% | −6,300−25.5% | Reduced |
| Harbour Investments, Inc. | 18,432 | $173.1K | 0.01% | −2,511−12.0% | Reduced |
| Stonegate Investment Group, LLC | 18,552 | $174.2K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 18,611 | $174.8K | 0.01% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 18,633 | $175.0K | 0.13% | +18,633 | New |
| Riverbridge Partners LLC | 18,962 | $178.0K | 0.00% | −49,671−72.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 18,593 | $180.5K | 0.07% | +5,629+43.4% | Added |
| GPS Wealth Strategies Group, LLC | 19,479 | $182.9K | 0.05% | 00.0% | Unchanged |
| Citigroup Inc | 20,000 | $187.8K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 21,032 | $197.0K | 0.03% | +21,032 | New |
| Oppenheimer & Co Inc | 21,192 | $199.0K | 0.00% | +185+0.9% | Added |
| Pin Oak Investment Advisors Inc | 21,498 | $202.0K | 0.25% | +10.0% | Added |
| Flagship Harbor Advisors, LLC | 21,803 | $204.7K | 0.02% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 21,930 | $205.9K | 0.02% | −3,550−13.9% | Reduced |
| BerganKDV Wealth Management, LLC | 22,124 | $207.7K | 0.02% | +1,200+5.7% | Added |
| SeaCrest Wealth Management, LLC | 22,227 | $208.7K | 0.03% | +1,834+9.0% | Added |
| D. E. Shaw & Co., Inc. | 22,500 | $211.3K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 23,999 | $225.4K | 0.26% | +2,205+10.1% | Added |
| Evergreen Capital Management LLC | 24,128 | $226.6K | 0.01% | −21,055−46.6% | Reduced |
| Aristides Capital LLC | 24,320 | $228.4K | 0.14% | +24,320 | New |
| Moors & Cabot, Inc. | 25,020 | $234.9K | 0.02% | +25,020 | New |
| 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 |
| Pointe Capital Management LLC | 25,248 | $237.0K | 0.18% | −1,896−7.0% | Reduced |
| Warren Averett Asset Management, LLC | 26,828 | $251.9K | 0.01% | +26,828 | New |
| MML Investors Services, LLC | 27,275 | $256.0K | 0.00% | −14,990−35.5% | Reduced |
| Hollencrest Capital Management | 27,314 | $256.5K | 0.03% | +27,314 | New |
| Money Concepts Capital Corp | 28,386 | $266.5K | 0.01% | +28,386 | New |
| Wolverine Asset Management LLC | 29,988 | $281.6K | 0.00% | +27,138+952.2% | Added |
| Stephens Inc | 31,865 | $299.2K | 0.01% | +9,855+44.8% | Added |
| Conning Inc. | 32,079 | $301.2K | 0.01% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 32,387 | $304.1K | 0.16% | −700−2.1% | Reduced |
| Capital Investment Advisors, LLC | 33,103 | $311.0K | 0.01% | −1,552−4.5% | Reduced |
| Rockefeller Capital Management L.P. | 33,838 | $317.0K | 0.00% | −7,045−17.2% | Reduced |
| Creative Planning | 37,596 | $353.0K | 0.00% | +6,995+22.9% | Added |
| Quad-Cities Investment Group, LLC | 40,654 | $381.7K | 0.28% | +2,701+7.1% | Added |
| Sowell Financial Services LLC | 46,845 | $440.0K | 0.03% | +5,984+14.6% | Added |
| Weiss Asset Management LP | 47,433 | $445.4K | 0.02% | +47,433 | New |