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, Q2 2023
Institutional positions in Eaton Vance Ltd Duration Income Fund as of Jun 30, 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
- 156
- +3 vs. Q1 2023
- Shares held
- 32.4M
- +1.38M (+4.4%) vs. Q1 2023
- Total value
- $303.7M
- −$1.85M (−0.6%) vs. Q1 2023
- New holders
- 19
- 52 more added
- Sold out
- 16
- 39 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Ltd Duration Income Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 8,678,805 | $81.2M | 0.01% | +355,650+4.3% | Added |
| Sit Investment Associates Inc | 4,793,017 | $44.9M | 1.17% | +177,600+3.8% | Added |
| Invesco Ltd. | 1,826,492 | $17.1M | 0.00% | +296,330+19.4% | Added |
| UBS Group AG | 1,013,031 | $9.48M | 0.00% | −86,833−7.9% | Reduced |
| Chicago Partners Investment Group LLC | 842,543 | $7.90M | 0.41% | +1,475+0.2% | Added |
| Cyndeo Wealth Partners, LLC | 807,941 | $7.56M | 0.79% | +6,049+0.8% | Added |
| Arete Wealth Advisors, LLC | 710,733 | $6.65M | 0.60% | +57,841+8.9% | Added |
| Ameriprise Financial Inc | 709,468 | $6.63M | 0.00% | +343,935+94.1% | Added |
| LPL Financial LLC | 696,736 | $6.52M | 0.00% | +261,049+59.9% | Added |
| Guggenheim Capital LLC | 634,585 | $5.94M | 0.05% | +2,071+0.3% | Added |
| Kennedy Investment Group | 618,367 | $5.79M | 3.39% | +15,172+2.5% | Added |
| Centaurus Financial, Inc. | 569,758 | $5.33M | 0.47% | −31,681−5.3% | Reduced |
| Bank of America Corp | 480,106 | $4.49M | 0.00% | −82,756−14.7% | Reduced |
| Royal Bank of Canada | 475,090 | $4.45M | 0.00% | −2,534−0.5% | Reduced |
| Advisor Group Holdings, Inc. | 428,316 | $4.01M | 0.01% | −24,471−5.4% | Reduced |
| Oak Hill Advisors LP | 403,604 | $3.78M | 0.31% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 375,463 | $3.51M | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 362,289 | $3.39M | 0.03% | +4,418+1.2% | Added |
| Allspring Global Investments Holdings, LLC | 350,585 | $3.28M | 0.01% | +157,802+81.9% | Added |
| Commonwealth Equity Services, LLC | 349,872 | $3.27M | 0.01% | +6,134+1.8% | Added |
| Raymond James & Associates | 349,617 | $3.27M | 0.00% | +14,149+4.2% | Added |
| Stifel Financial Corp | 319,767 | $2.99M | 0.00% | −1570.0% | Reduced |
| Penserra Capital Management LLC | 318,804 | $2.98M | 0.06% | +19,877+6.6% | Added |
| Thrivent Financial for Lutherans | 284,156 | $2.66M | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 244,414 | $2.29M | 0.00% | −23,959−8.9% | Reduced |
| Gilbert & Cook, Inc. | 234,295 | $2.19M | 0.35% | +585+0.3% | Added |
| CNH Partners LLC | 232,958 | $2.18M | 0.09% | +232,958 | New |
| Shaker Financial Services, LLC | 229,645 | $2.15M | 0.94% | +174,018+312.8% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 222,406 | $2.08M | 0.63% | +4,451+2.0% | Added |
| CoreCap Advisors, LLC | 215,025 | $2.01M | 0.14% | +215,025 | New |
| Fiera Capital Corp | 199,839 | $1.87M | 0.01% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 195,166 | $1.83M | 0.09% | +195,166 | New |
| Truist Financial Corp | 172,827 | $1.62M | 0.00% | −57,465−25.0% | Reduced |
| NWF Advisory Services Inc. | 168,500 | $1.58M | 0.37% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 155,901 | $1.46M | 0.31% | +6,805+4.6% | Added |
| Landscape Capital Management, L.L.C. | 145,507 | $1.36M | 0.18% | +145,507 | New |
| Wolverine Asset Management LLC | 144,285 | $1.35M | 0.03% | +144,285 | New |
| Camelot Portfolios, LLC | 134,630 | $1.26M | 0.79% | +1,795+1.4% | Added |
| National Asset Management, Inc. | 130,083 | $1.22M | 0.03% | +12,039+10.2% | Added |
| Envestnet Asset Management Inc | 121,249 | $1.13M | 0.00% | −5,973−4.7% | Reduced |
| Clear Creek Financial Management, LLC | 110,884 | $1.04M | 0.18% | +1,586+1.5% | Added |
| Cetera Advisor Networks LLC | 109,103 | $1.02M | 0.01% | −487,968−81.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 102,745 | $962.0K | 0.00% | −1,705−1.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 101,571 | $951.0K | 0.04% | +5,424+5.6% | Added |
| Melfa Wealth Management, LLC | 99,763 | $933.8K | 0.95% | +12,220+14.0% | Added |
| Selway Asset Management | 98,229 | $919.4K | 0.40% | −2,300−2.3% | Reduced |
| GWM Advisors LLC | 92,562 | $866.4K | 0.01% | +2,100+2.3% | Added |
| Almitas Capital LLC | 87,167 | $828.1K | 0.35% | +87,167 | New |
| Merit Financial Group, LLC | 84,256 | $788.6K | 0.03% | −344−0.4% | Reduced |
| Atria Wealth Solutions, Inc. | 79,172 | $741.1K | 0.01% | +13,299+20.2% | Added |
| Cahill Financial Advisors Inc | 78,978 | $739.2K | 0.12% | −2,134−2.6% | Reduced |
| Cetera Advisors LLC | 78,050 | $730.5K | 0.01% | +14,790+23.4% | Added |
| Credit Suisse AG | 77,500 | $725.4K | 0.00% | −262,500−77.2% | Reduced |
| Wedbush Securities Inc | 75,669 | $708.0K | 0.03% | +124+0.2% | Added |
| Walleye Capital LLC | 68,525 | $641.4K | 0.01% | +68,525 | New |
| Wells Fargo & Company | 66,978 | $626.9K | 0.00% | −879−1.3% | Reduced |
| Rock Point Advisors, LLC | 57,394 | $537.2K | 0.18% | −380−0.7% | Reduced |
| Susquehanna International Group, LLP | 56,597 | $529.7K | 0.00% | +45,606+414.9% | Added |
| Flagship Harbor Advisors, LLC | 56,467 | $528.5K | 0.04% | +34,972+162.7% | Added |
| HighTower Advisors, LLC | 48,435 | $453.0K | 0.00% | −15,082−23.7% | Reduced |
| Independent Financial Group, LLC | 48,082 | $450.0K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 46,532 | $436.0K | 0.00% | −1,432−3.0% | Reduced |
| International Assets Investment Management, LLC | 44,386 | $415.5K | 0.06% | +8,000+22.0% | Added |
| Moors & Cabot, Inc. | 42,170 | $394.7K | 0.03% | +18,100+75.2% | Added |
| Sowell Financial Services LLC | 40,241 | $377.0K | 0.02% | −4,994−11.0% | Reduced |
| Relative Value Partners Group, LLC | 37,844 | $354.2K | 0.02% | +37,844 | New |
| Quad-Cities Investment Group, LLC | 36,848 | $344.9K | 0.23% | +704+1.9% | Added |
| Kestra Advisory Services, LLC | 36,248 | $339.3K | 0.00% | +18,367+102.7% | Added |
| Future Financial Wealth Managment LLC | 34,195 | $320.1K | 0.34% | +500+1.5% | Added |
| Stephens Inc | 32,440 | $303.6K | 0.01% | +6,580+25.4% | Added |
| Creative Planning | 32,416 | $303.4K | 0.00% | +392+1.2% | Added |
| Conning Inc. | 32,079 | $300.3K | 0.01% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 31,687 | $296.6K | 0.13% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 31,457 | $294.4K | 0.01% | +3,268+11.6% | Added |
| Capital Investment Advisors, LLC | 31,274 | $292.7K | 0.01% | −1,186−3.7% | Reduced |
| Rockefeller Capital Management L.P. | 30,638 | $286.8K | 0.00% | −1,200−3.8% | Reduced |
| MML Investors Services, LLC | 29,083 | $272.0K | 0.00% | +1,791+6.6% | Added |
| SeaCrest Wealth Management, LLC | 27,196 | $254.6K | 0.03% | +608+2.3% | Added |
| Apriem Advisors | 27,194 | $254.5K | 0.04% | −6,974−20.4% | Reduced |
| Hollencrest Capital Management | 25,080 | $234.7K | 0.02% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 24,341 | $227.8K | 0.17% | −1,010−4.0% | Reduced |
| AXS Investments LLC | 24,000 | $224.6K | 0.06% | +24,000 | New |
| Evergreen Capital Management LLC | 23,683 | $221.7K | 0.01% | −550−2.3% | Reduced |
| BerganKDV Wealth Management, LLC | 23,125 | $216.4K | 0.02% | +875+3.9% | Added |
| Pin Oak Investment Advisors Inc | 21,498 | $201.0K | 0.22% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 21,220 | $198.6K | 0.00% | −481−2.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 20,618 | $193.0K | 0.14% | +3,882+23.2% | Added |
| AE Wealth Management LLC | 20,224 | $189.3K | 0.00% | −4,872−19.4% | Reduced |
| Claybrook Capital, LLC | 19,837 | $185.7K | 0.10% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 19,770 | $185.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 19,158 | $179.3K | 0.04% | +2,465+14.8% | Added |
| Onyx Bridge Wealth Group LLC | 19,017 | $178.0K | 0.04% | +197+1.0% | Added |
| First Foundation Advisors | 18,611 | $174.2K | 0.01% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 18,552 | $173.6K | 0.01% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 18,483 | $173.0K | 0.12% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 18,430 | $172.5K | 0.02% | −2,000−9.8% | Reduced |
| Veritable, L.P. | 17,600 | $164.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 16,600 | $155.4K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 16,320 | $152.8K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 15,867 | $150.0K | 0.00% | −920−5.5% | Reduced |