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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 47,472 | $445.8K | 0.04% | +500+1.1% | Added |
| Elequin Capital LP | 49,710 | $466.8K | 0.13% | +49,710 | New |
| Susquehanna International Group, LLP | 55,836 | $524.3K | 0.00% | +32,462+138.9% | Added |
| Janney Montgomery Scott LLC | 56,196 | $528.0K | 0.00% | −6,017−9.7% | Reduced |
| Walleye Capital LLC | 60,595 | $569.0K | 0.01% | +47,816+374.2% | Added |
| Landscape Capital Management, L.L.C. | 65,392 | $614.0K | 0.09% | +28,907+79.2% | Added |
| HighTower Advisors, LLC | 65,572 | $615.0K | 0.00% | −52−0.1% | Reduced |
| Rock Point Advisors, LLC | 65,849 | $618.0K | 0.21% | −13,300−16.8% | Reduced |
| Atria Wealth Solutions, Inc. | 66,485 | $624.3K | 0.01% | −2,635−3.8% | Reduced |
| Wedbush Securities Inc | 71,598 | $672.0K | 0.04% | −14,370−16.7% | Reduced |
| Clear Creek Financial Management, LLC | 73,292 | $688.2K | 0.15% | −4,819−6.2% | Reduced |
| Wells Fargo & Company | 74,795 | $702.3K | 0.00% | +6,291+9.2% | Added |
| Cahill Financial Advisors Inc | 80,478 | $755.7K | 0.15% | +12,149+17.8% | Added |
| Merit Financial Group, LLC | 84,392 | $792.4K | 0.03% | −5,814−6.4% | Reduced |
| Logan Stone Capital, LLC | 85,605 | $803.8K | 0.30% | +85,605 | New |
| Melfa Wealth Management, LLC | 86,475 | $812.0K | 0.85% | +86,475 | New |
| Benjamin F. Edwards & Company, Inc. | 87,964 | $826.0K | 0.04% | −4,802−5.2% | Reduced |
| GWM Advisors LLC | 89,762 | $842.2K | 0.02% | +68+0.1% | Added |
| Clough Capital Partners L P | 90,700 | $851.7K | 0.09% | +90,700 | New |
| Advisors Asset Management, Inc. | 94,618 | $888.5K | 0.02% | −120,365−56.0% | Reduced |
| Apriem Advisors | 96,100 | $902.4K | 0.16% | +4,453+4.9% | Added |
| Compass Financial Advisors LLC | 101,395 | $952.1K | 1.28% | −29,000−22.2% | Reduced |
| National Asset Management, Inc. | 102,826 | $965.5K | 0.03% | +12,674+14.1% | Added |
| Selway Asset Management | 103,929 | $975.9K | 0.52% | +6,500+6.7% | Added |
| Howard Wealth Management, LLC | 110,325 | $1.04M | 0.85% | −193,485−63.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 110,519 | $1.04M | 0.01% | +8,461+8.3% | Added |
| Envestnet Asset Management Inc | 118,998 | $1.12M | 0.00% | +103,564+671.0% | Added |
| International Assets Investment Management, LLC | 120,825 | $1.13M | 0.12% | +88,089+269.1% | Added |
| Cetera Advisors LLC | 131,168 | $1.23M | 0.02% | +12,056+10.1% | Added |
| Credit Suisse AG | 135,000 | $1.27M | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 144,134 | $1.35M | 1.00% | −6,073−4.0% | Reduced |
| Aviance Capital Partners, LLC | 144,741 | $1.36M | 0.32% | −40,639−21.9% | Reduced |
| Shaker Financial Services, LLC | 147,020 | $1.38M | 0.65% | +90,749+161.3% | Added |
| Penserra Capital Management LLC | 187,253 | $1.76M | 0.04% | +16,814+9.9% | Added |
| Rivernorth Capital Management, LLC | 195,563 | $1.84M | 0.08% | +195,563 | New |
| CoreCap Advisors, LLC | 196,500 | $1.85M | 0.13% | −14,100−6.7% | Reduced |
| Fiera Capital Corp | 203,910 | $1.91M | 0.01% | +11,033+5.7% | Added |
| Allspring Global Investments Holdings, LLC | 208,380 | $1.96M | 0.00% | +162,272+351.9% | Added |
| Truist Financial Corp | 210,626 | $1.98M | 0.00% | +115,304+121.0% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 221,930 | $2.08M | 0.68% | +875+0.4% | Added |
| Gilbert & Cook, Inc. | 233,710 | $2.19M | 0.40% | +4,533+2.0% | Added |
| Ameriprise Financial Inc | 239,735 | $2.25M | 0.00% | −58,706−19.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 263,369 | $2.47M | 0.00% | −507,299−65.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 266,895 | $2.51M | 0.00% | +6,755+2.6% | Added |
| Thrivent Financial for Lutherans | 294,156 | $2.76M | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 318,117 | $2.99M | 0.00% | +5,705+1.8% | Added |
| Stifel Financial Corp | 321,352 | $3.02M | 0.00% | −204−0.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 321,905 | $3.02M | 0.35% | +321,905 | New |
| Commonwealth Equity Services, LLC | 330,299 | $3.10M | 0.01% | +4,312+1.3% | Added |
| Cetera Investment Advisers | 339,736 | $3.19M | 0.03% | +51,113+17.7% | Added |
| Cohen & Steers, Inc. | 375,463 | $3.53M | 0.01% | 00.0% | Unchanged |
| Oak Hill Advisors LP | 403,604 | $3.79M | 0.23% | 00.0% | Unchanged |
| LPL Financial LLC | 430,068 | $4.04M | 0.00% | −17,592−3.9% | Reduced |
| Centaurus Financial, Inc. | 443,694 | $4.17M | 0.39% | +56,672+14.6% | Added |
| Royal Bank of Canada | 448,794 | $4.21M | 0.00% | +75,542+20.2% | Added |
| Advisor Group Holdings, Inc. | 497,386 | $4.67M | 0.01% | −7,475−1.5% | Reduced |
| Kennedy Investment Group | 586,750 | $5.51M | 3.51% | +586,750 | New |
| Cetera Advisor Networks LLC | 591,032 | $5.55M | 0.04% | −15,989−2.6% | Reduced |
| Arete Wealth Advisors, LLC | 648,890 | $6.09M | 0.54% | −16,417−2.5% | Reduced |
| Bank of America Corp | 677,770 | $6.36M | 0.00% | +30,640+4.7% | Added |
| Guggenheim Capital LLC | 745,760 | $7.00M | 0.06% | −755,057−50.3% | Reduced |
| Chicago Partners Investment Group LLC | 805,051 | $8.46M | 0.52% | −51,530−6.0% | Reduced |
| UBS Group AG | 1,218,679 | $11.4M | 0.01% | +3,253+0.3% | Added |
| Invesco Ltd. | 1,809,073 | $17.0M | 0.00% | +41,949+2.4% | Added |
| Sit Investment Associates Inc | 5,351,036 | $50.2M | 1.41% | −48,082−0.9% | Reduced |
| Morgan Stanley | 8,302,528 | $78.0M | 0.01% | −339,539−3.9% | Reduced |
| Slocum, Gordon & Co LLP | 3,460 | – | – | +3,460 | New |
| Retirement Guys Formula LLC | 0 | $0 | 0.00% | −17,593−100.0% | Sold out |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −13,771−100.0% | Sold out |
| Cadence Wealth Management LLC | 0 | $0 | 0.00% | −12,832−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −11,049−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −10,520−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −2,275−100.0% | Sold out |
| Investors Asset Management of Georgia Inc | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −1,550−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −1,102−100.0% | Sold out |
| M&R Capital Management Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −998−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −667−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −216−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |