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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 16,320 | $160.8K | 0.01% | −10,508−39.2% | Reduced |
| Harbour Investments, Inc. | 16,075 | $158.3K | 0.01% | −2,357−12.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 15,914 | $156.8K | 0.02% | +314+2.0% | Added |
| Sandy Cove Advisors, LLC | 15,900 | $156.6K | 0.11% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 15,421 | $151.9K | 0.10% | +113+0.7% | Added |
| WealthTrust Axiom LLC | 14,799 | $145.8K | 0.05% | +2,799+23.3% | Added |
| Sigma Planning Corp | 14,553 | $143.4K | 0.00% | −273−1.8% | Reduced |
| Cresset Asset Management, LLC | 14,400 | $141.8K | 0.00% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 11,011 | $139.7K | 0.07% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 13,663 | $134.6K | 0.04% | +13,663 | New |
| Virtu Financial LLC | 13,114 | $129.0K | 0.01% | −7,918−37.6% | Reduced |
| Sutton Wealth Advisors Inc. | 12,460 | $122.7K | 0.07% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 12,456 | $122.7K | 0.00% | 00.0% | Unchanged |
| Essex Savings Bank | 11,984 | $118.0K | 0.04% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 11,737 | $116.0K | 0.01% | +57+0.5% | Added |
| WealthTrust Asset Management, LLC | 11,357 | $111.9K | 0.11% | +68+0.6% | Added |
| MKT Advisors LLC | 11,569 | $110.9K | 0.08% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 11,092 | $109.3K | 0.01% | +51+0.5% | Added |
| Susquehanna International Group, LLP | 10,991 | $108.3K | 0.00% | −44,845−80.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 10,706 | $105.5K | 0.05% | +206+2.0% | Added |
| Garden State Investment Advisory Services LLC | 10,637 | $104.8K | 0.05% | +10,637 | New |
| CWM, LLC | 10,300 | $101.0K | 0.00% | +1,910+22.8% | Added |
| PFG Advisors | 10,060 | $99.1K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 8,283 | $81.6K | 0.01% | −200−2.4% | Reduced |
| Ameritas Advisory Services, LLC | 7,114 | $70.1K | 0.00% | −6,925−49.3% | Reduced |
| Byrne Asset Management LLC | 4,750 | $47.0K | 0.03% | −100−2.1% | Reduced |
| Gradient Investments LLC | 3,575 | $35.2K | 0.00% | +3,575 | New |
| Allworth Financial LP | 3,350 | $33.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,000 | $29.6K | 0.01% | +1,000+50.0% | Added |
| Cary Street Partner Investment Advisory LLC | 2,900 | $28.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,882 | $24.1K | 0.00% | −145−7.2% | Reduced |
| Slocum, Gordon & Co LLP | 2,195 | $21.6K | 0.02% | −1,265−36.6% | Reduced |
| West Branch Capital LLC | 2,015 | $19.8K | 0.01% | +515+34.3% | 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 |
| Concord Wealth Partners | 1,589 | $15.6K | 0.00% | +47+3.0% | 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 |
| Crewe Advisors LLC | 1,448 | $14.3K | 0.00% | +3+0.2% | Added |
| Raleigh Capital Management Inc. | 1,400 | $13.8K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,000 | $9.85K | 0.00% | +1,000 | New |
| Sound Income Strategies, LLC | 960 | $9.46K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 760 | $7.49K | 0.00% | +760 | New |
| Godsey & Gibb Associates | 600 | $5.91K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 546 | $5.38K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 500 | $4.92K | 0.00% | +500 | New |
| The PNC Financial Services Group, Inc. | 487 | $4.79K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 255 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 285 | $2.81K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 255 | $2.51K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 140 | $1.38K | 0.00% | +140 | New |
| Focused Wealth Management, Inc | 112 | $1.10K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 111 | $1.04K | 0.00% | −2,045−94.9% | Reduced |
| Tower Research Capital LLC (TRC) | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −195,563−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −90,700−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −85,605−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −65,392−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −60,595−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −49,710−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −47,433−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −29,988−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −28,386−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −24,320−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |
| Riverbridge Partners LLC | 0 | $0 | 0.00% | −18,962−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −15,713−100.0% | Sold out |
| WMG Financial Advisors, LLC | 0 | $0 | 0.00% | −14,706−100.0% | Sold out |
| Marcum Wealth, LLC | 0 | $0 | 0.00% | −13,725−100.0% | Sold out |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −13,555−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −11,027−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −10,353−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −7,773−100.0% | Sold out |
| DT Investment Partners, LLC | 0 | $0 | 0.00% | −5,305−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −4,258−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −3,758−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,776−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −578−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |