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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 111 | $1.04K | 0.00% | −2,045−94.9% | Reduced |
| Focused Wealth Management, Inc | 112 | $1.10K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 140 | $1.38K | 0.00% | +140 | New |
| Bartlett & Co. Wealth Management LLC | 255 | $2.51K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 285 | $2.81K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 255 | $3.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 487 | $4.79K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 500 | $4.92K | 0.00% | +500 | New |
| Steward Partners Investment Advisory, LLC | 546 | $5.38K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 600 | $5.91K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 760 | $7.49K | 0.00% | +760 | New |
| Sound Income Strategies, LLC | 960 | $9.46K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,000 | $9.85K | 0.00% | +1,000 | New |
| Raleigh Capital Management Inc. | 1,400 | $13.8K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,448 | $14.3K | 0.00% | +3+0.2% | Added |
| EverSource Wealth Advisors, LLC | 1,500 | $14.8K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 1,500 | $14.8K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,589 | $15.6K | 0.00% | +47+3.0% | Added |
| TCTC Holdings, LLC | 2,000 | $19.7K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,000 | $19.7K | 0.01% | +2,000 | New |
| West Branch Capital LLC | 2,015 | $19.8K | 0.01% | +515+34.3% | Added |
| Slocum, Gordon & Co LLP | 2,195 | $21.6K | 0.02% | −1,265−36.6% | Reduced |
| IFP Advisors, Inc | 1,882 | $24.1K | 0.00% | −145−7.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,900 | $28.6K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,000 | $29.6K | 0.01% | +1,000+50.0% | Added |
| Allworth Financial LP | 3,350 | $33.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 3,575 | $35.2K | 0.00% | +3,575 | New |
| Byrne Asset Management LLC | 4,750 | $47.0K | 0.03% | −100−2.1% | Reduced |
| Ameritas Advisory Services, LLC | 7,114 | $70.1K | 0.00% | −6,925−49.3% | Reduced |
| Proequities, Inc. | 8,283 | $81.6K | 0.01% | −200−2.4% | Reduced |
| PFG Advisors | 10,060 | $99.1K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 10,300 | $101.0K | 0.00% | +1,910+22.8% | Added |
| Garden State Investment Advisory Services LLC | 10,637 | $104.8K | 0.05% | +10,637 | New |
| Wiley Bros.-Aintree Capital, LLC | 10,706 | $105.5K | 0.05% | +206+2.0% | Added |
| Susquehanna International Group, LLP | 10,991 | $108.3K | 0.00% | −44,845−80.3% | Reduced |
| Good Life Advisors, LLC | 11,092 | $109.3K | 0.01% | +51+0.5% | Added |
| MKT Advisors LLC | 11,569 | $110.9K | 0.08% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 11,357 | $111.9K | 0.11% | +68+0.6% | Added |
| Staley Capital Advisers Inc | 11,737 | $116.0K | 0.01% | +57+0.5% | Added |
| Essex Savings Bank | 11,984 | $118.0K | 0.04% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 12,456 | $122.7K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 12,460 | $122.7K | 0.07% | 00.0% | Unchanged |
| Virtu Financial LLC | 13,114 | $129.0K | 0.01% | −7,918−37.6% | Reduced |
| Consolidated Portfolio Review Corp | 13,663 | $134.6K | 0.04% | +13,663 | New |
| Greytown Advisors Inc. | 11,011 | $139.7K | 0.07% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 14,400 | $141.8K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 14,553 | $143.4K | 0.00% | −273−1.8% | Reduced |
| WealthTrust Axiom LLC | 14,799 | $145.8K | 0.05% | +2,799+23.3% | Added |
| Barrett & Company, Inc. | 15,421 | $151.9K | 0.10% | +113+0.7% | Added |
| Sandy Cove Advisors, LLC | 15,900 | $156.6K | 0.11% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 15,914 | $156.8K | 0.02% | +314+2.0% | Added |
| Harbour Investments, Inc. | 16,075 | $158.3K | 0.01% | −2,357−12.8% | Reduced |
| Warren Averett Asset Management, LLC | 16,320 | $160.8K | 0.01% | −10,508−39.2% | Reduced |
| US Bancorp | 16,600 | $163.5K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 16,693 | $164.4K | 0.04% | +16,693 | New |
| Fortitude Advisory Group L.L.C. | 16,736 | $164.8K | 0.13% | +738+4.6% | Added |
| Private Advisor Group, LLC | 16,787 | $165.4K | 0.00% | +920+5.8% | Added |
| Veritable, L.P. | 17,600 | $173.4K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 17,881 | $176.1K | 0.00% | −493−2.7% | Reduced |
| Dudley Capital Management, LLC | 18,483 | $182.1K | 0.13% | −150−0.8% | Reduced |
| Stonegate Investment Group, LLC | 18,552 | $182.7K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 18,611 | $183.3K | 0.01% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 18,820 | $185.4K | 0.07% | +227+1.2% | Added |
| GPS Wealth Strategies Group, LLC | 19,479 | $191.9K | 0.04% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 19,770 | $194.7K | 0.00% | +4,780+31.9% | Added |
| Claybrook Capital, LLC | 19,837 | $195.4K | 0.11% | +5,397+37.4% | Added |
| Citigroup Inc | 20,000 | $197.0K | 0.00% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 20,430 | $201.2K | 0.02% | −1,500−6.8% | Reduced |
| Oppenheimer & Co Inc | 21,243 | $209.2K | 0.00% | +51+0.2% | Added |
| Flagship Harbor Advisors, LLC | 21,495 | $211.7K | 0.02% | −308−1.4% | Reduced |
| Pin Oak Investment Advisors Inc | 21,498 | $212.0K | 0.26% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 21,701 | $213.8K | 0.00% | +21,701 | New |
| BerganKDV Wealth Management, LLC | 22,250 | $219.2K | 0.02% | +126+0.6% | Added |
| Moors & Cabot, Inc. | 24,070 | $237.1K | 0.02% | −950−3.8% | Reduced |
| Evergreen Capital Management LLC | 24,233 | $238.7K | 0.01% | +105+0.4% | Added |
| Hollencrest Capital Management | 25,080 | $247.0K | 0.03% | −2,234−8.2% | Reduced |
| AE Wealth Management LLC | 25,096 | $247.2K | 0.00% | −68−0.3% | Reduced |
| Pointe Capital Management LLC | 25,351 | $249.7K | 0.18% | +103+0.4% | Added |
| Stephens Inc | 25,860 | $254.7K | 0.00% | −6,005−18.8% | Reduced |
| SeaCrest Wealth Management, LLC | 26,588 | $261.9K | 0.04% | +4,361+19.6% | Added |
| MML Investors Services, LLC | 27,292 | $269.0K | 0.00% | +17+0.1% | Added |
| Goldman Sachs Group Inc | 28,000 | $275.8K | 0.00% | +28,000 | New |
| Advisory Services Network, LLC | 28,189 | $277.7K | 0.01% | +3,025+12.0% | Added |
| Oarsman Capital, Inc. | 31,687 | $312.1K | 0.15% | −700−2.2% | Reduced |
| Rockefeller Capital Management L.P. | 31,838 | $313.0K | 0.00% | −2,000−5.9% | Reduced |
| Creative Planning | 32,024 | $315.4K | 0.00% | −5,572−14.8% | Reduced |
| Conning Inc. | 32,079 | $316.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 32,460 | $319.7K | 0.01% | −643−1.9% | Reduced |
| Future Financial Wealth Managment LLC | 33,695 | $331.9K | 0.37% | +9,696+40.4% | Added |
| Apriem Advisors | 34,168 | $336.6K | 0.05% | −61,932−64.4% | Reduced |
| Quad-Cities Investment Group, LLC | 36,144 | $356.0K | 0.25% | −4,510−11.1% | Reduced |
| International Assets Investment Management, LLC | 36,386 | $358.4K | 0.05% | −84,439−69.9% | Reduced |
| Jane Street Group, LLC | 37,600 | $370.4K | 0.00% | +37,600 | New |
| Sowell Financial Services LLC | 45,235 | $446.0K | 0.03% | −1,610−3.4% | Reduced |
| Janney Montgomery Scott LLC | 47,964 | $472.0K | 0.00% | −8,232−14.6% | Reduced |
| Independent Financial Group, LLC | 48,082 | $473.6K | 0.04% | +610+1.3% | Added |
| HRT Financial LP | 48,943 | $482.0K | 0.01% | +48,943 | New |
| JPMorgan Chase & Co | 55,550 | $547.0K | 0.00% | +48,550+693.6% | Added |
| Shaker Financial Services, LLC | 55,627 | $547.9K | 0.24% | −91,393−62.2% | Reduced |