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, Q1 2023
Institutional positions in Eaton Vance Ltd Duration Income Fund as of Mar 31, 2023. 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
- 154
- −12 vs. Q4 2022
- Shares held
- 31.1M
- −913.3K (−2.9%) vs. Q4 2022
- Total value
- $305.6M
- +$4.54M (+1.5%) vs. Q4 2022
- New holders
- 14
- 55 more added
- Sold out
- 26
- 51 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Ltd Duration Income Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 8,323,155 | $82.0M | 0.01% | +20,627+0.2% | Added |
| Sit Investment Associates Inc | 4,615,417 | $45.5M | 1.23% | −735,619−13.7% | Reduced |
| Invesco Ltd. | 1,530,162 | $15.1M | 0.00% | −278,911−15.4% | Reduced |
| UBS Group AG | 1,099,864 | $10.8M | 0.01% | −118,815−9.7% | Reduced |
| Chicago Partners Investment Group LLC | 841,068 | $7.95M | 0.46% | +36,017+4.5% | Added |
| Cyndeo Wealth Partners, LLC | 801,892 | $7.90M | 0.85% | +479,987+149.1% | Added |
| Arete Wealth Advisors, LLC | 652,892 | $6.43M | 0.53% | +4,002+0.6% | Added |
| Guggenheim Capital LLC | 632,514 | $6.23M | 0.05% | −113,246−15.2% | Reduced |
| Kennedy Investment Group | 603,195 | $5.94M | 3.63% | +16,445+2.8% | Added |
| Centaurus Financial, Inc. | 601,439 | $5.92M | 0.47% | +157,745+35.6% | Added |
| Cetera Advisor Networks LLC | 597,071 | $5.88M | 0.04% | +6,039+1.0% | Added |
| Bank of America Corp | 562,862 | $5.54M | 0.00% | −114,908−17.0% | Reduced |
| Royal Bank of Canada | 477,624 | $4.70M | 0.00% | +28,830+6.4% | Added |
| Advisor Group Holdings, Inc. | 452,787 | $4.46M | 0.01% | −44,599−9.0% | Reduced |
| LPL Financial LLC | 435,687 | $4.29M | 0.00% | +5,619+1.3% | Added |
| Oak Hill Advisors LP | 403,604 | $3.98M | 0.29% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 375,463 | $3.70M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 365,533 | $3.59M | 0.00% | +125,798+52.5% | Added |
| Cetera Investment Advisers | 357,871 | $3.53M | 0.03% | +18,135+5.3% | Added |
| Commonwealth Equity Services, LLC | 343,738 | $3.38M | 0.01% | +13,439+4.1% | Added |
| Credit Suisse AG | 340,000 | $3.35M | 0.00% | +205,000+151.9% | Added |
| Raymond James & Associates | 335,468 | $3.30M | 0.00% | +17,351+5.5% | Added |
| Stifel Financial Corp | 319,924 | $3.15M | 0.00% | −1,428−0.4% | Reduced |
| Penserra Capital Management LLC | 298,927 | $2.94M | 0.06% | +111,674+59.6% | Added |
| Thrivent Financial for Lutherans | 284,156 | $2.80M | 0.01% | −10,000−3.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 268,373 | $2.64M | 0.01% | +5,004+1.9% | Added |
| Northwestern Mutual Wealth Management Co | 248,813 | $2.45M | 0.00% | −18,082−6.8% | Reduced |
| Gilbert & Cook, Inc. | 233,710 | $2.30M | 0.40% | 00.0% | Unchanged |
| Truist Financial Corp | 230,292 | $2.27M | 0.00% | +19,666+9.3% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 217,955 | $2.15M | 0.66% | −3,975−1.8% | Reduced |
| Fiera Capital Corp | 199,839 | $1.97M | 0.01% | −4,071−2.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 192,783 | $1.90M | 0.00% | −15,597−7.5% | Reduced |
| NWF Advisory Services Inc. | 168,500 | $1.58M | 0.37% | +168,500 | New |
| Aviance Capital Partners, LLC | 149,096 | $1.47M | 0.33% | +4,355+3.0% | Added |
| Compass Financial Advisors LLC | 143,395 | $1.41M | 1.79% | +42,000+41.4% | Added |
| Camelot Portfolios, LLC | 132,835 | $1.31M | 0.91% | −11,299−7.8% | Reduced |
| Envestnet Asset Management Inc | 127,222 | $1.25M | 0.00% | +8,224+6.9% | Added |
| National Asset Management, Inc. | 118,044 | $1.16M | 0.03% | +15,218+14.8% | Added |
| Clear Creek Financial Management, LLC | 109,298 | $1.08M | 0.20% | +36,006+49.1% | Added |
| Howard Wealth Management, LLC | 105,410 | $1.04M | 0.87% | −4,915−4.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 104,450 | $1.03M | 0.01% | −6,069−5.5% | Reduced |
| Selway Asset Management | 100,529 | $990.2K | 0.48% | −3,400−3.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 96,147 | $947.0K | 0.04% | +8,183+9.3% | Added |
| Advisors Asset Management, Inc. | 93,384 | $919.8K | 0.02% | −1,234−1.3% | Reduced |
| Melfa Wealth Management, LLC | 87,543 | $862.3K | 0.86% | +1,068+1.2% | Added |
| GWM Advisors LLC | 90,462 | $846.8K | 0.01% | +700+0.8% | Added |
| Merit Financial Group, LLC | 84,600 | $833.3K | 0.03% | +208+0.2% | Added |
| Cahill Financial Advisors Inc | 81,112 | $799.0K | 0.14% | +634+0.8% | Added |
| Wedbush Securities Inc | 75,545 | $744.0K | 0.04% | +3,947+5.5% | Added |
| Wells Fargo & Company | 67,857 | $668.4K | 0.00% | −6,938−9.3% | Reduced |
| Atria Wealth Solutions, Inc. | 65,873 | $648.8K | 0.01% | −612−0.9% | Reduced |
| HighTower Advisors, LLC | 63,517 | $626.0K | 0.00% | −2,055−3.1% | Reduced |
| Cetera Advisors LLC | 63,260 | $623.1K | 0.01% | −67,908−51.8% | Reduced |
| Rock Point Advisors, LLC | 57,774 | $569.0K | 0.19% | −8,075−12.3% | Reduced |
| Shaker Financial Services, LLC | 55,627 | $547.9K | 0.24% | −91,393−62.2% | Reduced |
| JPMorgan Chase & Co | 55,550 | $547.0K | 0.00% | +48,550+693.6% | Added |
| HRT Financial LP | 48,943 | $482.0K | 0.01% | +48,943 | New |
| Independent Financial Group, LLC | 48,082 | $473.6K | 0.04% | +610+1.3% | Added |
| Janney Montgomery Scott LLC | 47,964 | $472.0K | 0.00% | −8,232−14.6% | Reduced |
| Sowell Financial Services LLC | 45,235 | $446.0K | 0.03% | −1,610−3.4% | Reduced |
| Jane Street Group, LLC | 37,600 | $370.4K | 0.00% | +37,600 | New |
| International Assets Investment Management, LLC | 36,386 | $358.4K | 0.05% | −84,439−69.9% | Reduced |
| Quad-Cities Investment Group, LLC | 36,144 | $356.0K | 0.25% | −4,510−11.1% | Reduced |
| Apriem Advisors | 34,168 | $336.6K | 0.05% | −61,932−64.4% | Reduced |
| Future Financial Wealth Managment LLC | 33,695 | $331.9K | 0.37% | +9,696+40.4% | Added |
| Capital Investment Advisors, LLC | 32,460 | $319.7K | 0.01% | −643−1.9% | Reduced |
| Conning Inc. | 32,079 | $316.0K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 32,024 | $315.4K | 0.00% | −5,572−14.8% | Reduced |
| Rockefeller Capital Management L.P. | 31,838 | $313.0K | 0.00% | −2,000−5.9% | Reduced |
| Oarsman Capital, Inc. | 31,687 | $312.1K | 0.15% | −700−2.2% | Reduced |
| Advisory Services Network, LLC | 28,189 | $277.7K | 0.01% | +3,025+12.0% | Added |
| Goldman Sachs Group Inc | 28,000 | $275.8K | 0.00% | +28,000 | New |
| MML Investors Services, LLC | 27,292 | $269.0K | 0.00% | +17+0.1% | Added |
| SeaCrest Wealth Management, LLC | 26,588 | $261.9K | 0.04% | +4,361+19.6% | Added |
| Stephens Inc | 25,860 | $254.7K | 0.00% | −6,005−18.8% | Reduced |
| Pointe Capital Management LLC | 25,351 | $249.7K | 0.18% | +103+0.4% | Added |
| AE Wealth Management LLC | 25,096 | $247.2K | 0.00% | −68−0.3% | Reduced |
| Hollencrest Capital Management | 25,080 | $247.0K | 0.03% | −2,234−8.2% | Reduced |
| Evergreen Capital Management LLC | 24,233 | $238.7K | 0.01% | +105+0.4% | Added |
| Moors & Cabot, Inc. | 24,070 | $237.1K | 0.02% | −950−3.8% | Reduced |
| BerganKDV Wealth Management, LLC | 22,250 | $219.2K | 0.02% | +126+0.6% | Added |
| CI Private Wealth, LLC | 21,701 | $213.8K | 0.00% | +21,701 | New |
| Pin Oak Investment Advisors Inc | 21,498 | $212.0K | 0.26% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 21,495 | $211.7K | 0.02% | −308−1.4% | Reduced |
| Oppenheimer & Co Inc | 21,243 | $209.2K | 0.00% | +51+0.2% | Added |
| ProVise Management Group, LLC | 20,430 | $201.2K | 0.02% | −1,500−6.8% | Reduced |
| Citigroup Inc | 20,000 | $197.0K | 0.00% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 19,837 | $195.4K | 0.11% | +5,397+37.4% | Added |
| Congress Wealth Management LLC | 19,770 | $194.7K | 0.00% | +4,780+31.9% | Added |
| GPS Wealth Strategies Group, LLC | 19,479 | $191.9K | 0.04% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 18,820 | $185.4K | 0.07% | +227+1.2% | Added |
| First Foundation Advisors | 18,611 | $183.3K | 0.01% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 18,552 | $182.7K | 0.01% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 18,483 | $182.1K | 0.13% | −150−0.8% | Reduced |
| Kestra Advisory Services, LLC | 17,881 | $176.1K | 0.00% | −493−2.7% | Reduced |
| Veritable, L.P. | 17,600 | $173.4K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 16,787 | $165.4K | 0.00% | +920+5.8% | Added |
| Fortitude Advisory Group L.L.C. | 16,736 | $164.8K | 0.13% | +738+4.6% | Added |
| Ellis Investment Partners, LLC | 16,693 | $164.4K | 0.04% | +16,693 | New |
| US Bancorp | 16,600 | $163.5K | 0.00% | 00.0% | Unchanged |