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 |
|---|---|---|---|---|---|
| First Foundation Advisors | 18,611 | $174.8K | 0.01% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 18,552 | $174.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 18,432 | $173.1K | 0.01% | −2,511−12.0% | Reduced |
| Kestra Advisory Services, LLC | 18,374 | $172.5K | 0.00% | −6,300−25.5% | Reduced |
| Veritable, L.P. | 17,600 | $165.3K | 0.00% | +17,600 | New |
| US Bancorp | 16,600 | $155.9K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 15,998 | $150.2K | 0.13% | +586+3.8% | Added |
| Sandy Cove Advisors, LLC | 15,900 | $149.3K | 0.12% | +1,100+7.4% | Added |
| Coastal Investment Advisors, Inc. | 15,713 | $147.5K | 0.04% | +15,713 | New |
| Baker Tilly Wealth Management, LLC | 15,600 | $146.5K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 15,308 | $143.7K | 0.09% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 14,990 | $140.8K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 14,826 | $139.2K | 0.00% | −1,373−8.5% | Reduced |
| WMG Financial Advisors, LLC | 14,706 | $138.1K | 0.12% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 14,440 | $135.6K | 0.08% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 11,011 | $133.1K | 0.07% | −9,000−45.0% | Reduced |
| Ameritas Advisory Services, LLC | 14,039 | $131.8K | 0.01% | +14,039 | New |
| Marcum Wealth, LLC | 13,725 | $128.9K | 0.02% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 13,555 | $127.3K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 12,460 | $117.0K | 0.04% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 12,456 | $117.0K | 0.00% | −472−3.7% | Reduced |
| MKT Advisors LLC | 11,569 | $115.5K | 0.09% | −350−2.9% | Reduced |
| WealthTrust Axiom LLC | 12,000 | $112.7K | 0.04% | 00.0% | Unchanged |
| Essex Savings Bank | 11,984 | $112.5K | 0.04% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 11,680 | $110.0K | 0.01% | +58+0.5% | Added |
| WealthTrust Asset Management, LLC | 11,289 | $106.0K | 0.10% | −134−1.2% | Reduced |
| Good Life Advisors, LLC | 11,041 | $103.7K | 0.01% | −409−3.6% | Reduced |
| Claro Advisors LLC | 11,027 | $103.5K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 15,867 | $100.1K | 0.01% | +15,867 | New |
| Wiley Bros.-Aintree Capital, LLC | 10,500 | $98.6K | 0.05% | +208+2.0% | Added |
| Citadel Advisors LLC | 10,353 | $97.2K | 0.00% | +10,353 | New |
| PFG Advisors | 10,060 | $94.5K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 8,483 | $79.7K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 8,390 | $79.0K | 0.00% | +2,051+32.4% | Added |
| Tradition Wealth Management, LLC | 7,773 | $73.0K | 0.01% | +7,773 | New |
| JPMorgan Chase & Co | 7,000 | $66.0K | 0.00% | +7,000 | New |
| DT Investment Partners, LLC | 5,305 | $49.8K | 0.01% | +5,305 | New |
| Byrne Asset Management LLC | 4,850 | $45.5K | 0.03% | +100+2.1% | Added |
| Lindbrook Capital, LLC | 4,258 | $40.0K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 3,758 | $35.3K | 0.02% | +3,758 | New |
| Allworth Financial LP | 3,350 | $31.5K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,900 | $27.2K | 0.00% | +2,900 | New |
| IFP Advisors, Inc | 2,027 | $26.0K | 0.00% | −9−0.4% | Reduced |
| Global Retirement Partners, LLC | 2,156 | $20.2K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 2,000 | $19.8K | 0.01% | +2,000 | 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 |
| One Wealth Advisors, LLC | 1,776 | $16.7K | 0.00% | +1,776 | New |
| Concord Wealth Partners | 1,542 | $14.5K | 0.00% | +1,542 | New |
| 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 |
| Crewe Advisors LLC | 1,445 | $13.6K | 0.00% | +76+5.6% | Added |
| Raleigh Capital Management Inc. | 1,400 | $13.1K | 0.01% | +100+7.7% | Added |
| Sound Income Strategies, LLC | 960 | $9.01K | 0.00% | −1,300−57.5% | Reduced |
| Godsey & Gibb Associates | 600 | $5.63K | 0.00% | +600 | New |
| Steward Partners Investment Advisory, LLC | 546 | $5.13K | 0.00% | −2,511−82.1% | Reduced |
| Asset Dedication, LLC | 578 | $5.00K | 0.00% | +578 | New |
| The PNC Financial Services Group, Inc. | 487 | $4.57K | 0.00% | +10+2.1% | Added |
| First Manhattan Co | 285 | $2.68K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 255 | $2.39K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 255 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 112 | $1.05K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 14,400 | $133 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2 | $19 | 0.00% | +1+100.0% | Added |
| Tower Research Capital LLC (TRC) | 5 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |