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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $9 | 0.00% | +1 | New |
| Tower Research Capital LLC (TRC) | 5 | $47 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 111 | $1.04K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 112 | $1.05K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 255 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 255 | $2.39K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 285 | $2.67K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 500 | $4.68K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 600 | $5.62K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 901 | $8.43K | 0.00% | −54,649−98.4% | Reduced |
| Sound Income Strategies, LLC | 960 | $8.99K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 994 | $9.30K | 0.00% | +994 | New |
| Raleigh Capital Management Inc. | 1,100 | $10.3K | 0.01% | −300−21.4% | Reduced |
| The PNC Financial Services Group, Inc. | 1,392 | $13.0K | 0.00% | +905+185.8% | Added |
| Crewe Advisors LLC | 1,448 | $13.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,629 | $15.3K | 0.00% | +40+2.5% | Added |
| Kistler-Tiffany Companies, LLC | 1,700 | $15.9K | 0.00% | +1,700 | New |
| M&R Capital Management Inc | 2,000 | $18.7K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,000 | $18.7K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,015 | $18.9K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 2,195 | $20.5K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,930 | $24.7K | 0.00% | +48+2.6% | Added |
| Cary Street Partner Investment Advisory LLC | 2,900 | $27.1K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,000 | $28.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,003 | $28.1K | 0.00% | +2,457+450.0% | Added |
| Allworth Financial LP | 3,350 | $31.4K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 4,750 | $44.0K | 0.03% | 00.0% | Unchanged |
| Elequin Capital LP | 5,099 | $47.7K | 0.02% | +5,099 | New |
| Northwestern Mutual Wealth Management Co | 6,570 | $61.5K | 0.00% | −242,243−97.4% | Reduced |
| Proequities, Inc. | 7,900 | $73.9K | 0.01% | −383−4.6% | Reduced |
| Diversified Trust Co | 10,000 | $93.6K | 0.00% | +10,000 | New |
| MJP Associates Inc | 10,014 | $93.7K | 0.03% | +10,014 | New |
| PFG Advisors | 10,060 | $94.2K | 0.01% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 10,250 | $95.9K | 0.07% | +10,250 | New |
| Lincoln National Corp | 10,759 | $100.7K | 0.00% | +10,759 | New |
| Wiley Bros.-Aintree Capital, LLC | 10,885 | $101.9K | 0.05% | +179+1.7% | Added |
| Boothbay Fund Management, LLC | 11,000 | $103.0K | 0.00% | +11,000 | New |
| Staley Capital Advisers Inc | 11,119 | $104.1K | 0.01% | −618−5.3% | Reduced |
| WealthTrust Asset Management, LLC | 11,176 | $104.6K | 0.09% | −181−1.6% | Reduced |
| Advisor OS, LLC | 11,696 | $109.5K | 0.02% | +11,696 | New |
| MKT Advisors LLC | 11,569 | $109.9K | 0.08% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 11,900 | $111.4K | 0.00% | −9,343−44.0% | Reduced |
| Essex Savings Bank | 11,984 | $112.2K | 0.04% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 12,456 | $116.6K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 12,460 | $116.6K | 0.06% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 12,659 | $118.5K | 0.05% | +2,022+19.0% | Added |
| CWM, LLC | 13,378 | $125.0K | 0.00% | +3,078+29.9% | Added |
| Greytown Advisors Inc. | 11,011 | $132.7K | 0.07% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 14,317 | $134.0K | 0.01% | −1,758−10.9% | Reduced |
| Cresset Asset Management, LLC | 14,400 | $134.8K | 0.00% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 14,799 | $138.5K | 0.05% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 15,518 | $145.3K | 0.08% | +97+0.6% | Added |
| GPS Wealth Strategies Group, LLC | 15,590 | $145.9K | 0.03% | −3,889−20.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 15,600 | $146.0K | 0.02% | −314−2.0% | Reduced |
| Sandy Cove Advisors, LLC | 15,900 | $148.8K | 0.08% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 15,867 | $150.0K | 0.00% | −920−5.5% | Reduced |
| Warren Averett Asset Management, LLC | 16,320 | $152.8K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 16,600 | $155.4K | 0.00% | 00.0% | Unchanged |
| Veritable, L.P. | 17,600 | $164.7K | 0.00% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 18,430 | $172.5K | 0.02% | −2,000−9.8% | Reduced |
| Dudley Capital Management, LLC | 18,483 | $173.0K | 0.12% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 18,552 | $173.6K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 18,611 | $174.2K | 0.01% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 19,017 | $178.0K | 0.04% | +197+1.0% | Added |
| Ellis Investment Partners, LLC | 19,158 | $179.3K | 0.04% | +2,465+14.8% | Added |
| Congress Wealth Management LLC | 19,770 | $185.0K | 0.00% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 19,837 | $185.7K | 0.10% | 00.0% | Unchanged |
| AE Wealth Management LLC | 20,224 | $189.3K | 0.00% | −4,872−19.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 20,618 | $193.0K | 0.14% | +3,882+23.2% | Added |
| CI Private Wealth, LLC | 21,220 | $198.6K | 0.00% | −481−2.2% | Reduced |
| Pin Oak Investment Advisors Inc | 21,498 | $201.0K | 0.22% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 23,125 | $216.4K | 0.02% | +875+3.9% | Added |
| Evergreen Capital Management LLC | 23,683 | $221.7K | 0.01% | −550−2.3% | Reduced |
| AXS Investments LLC | 24,000 | $224.6K | 0.06% | +24,000 | New |
| Pointe Capital Management LLC | 24,341 | $227.8K | 0.17% | −1,010−4.0% | Reduced |
| Hollencrest Capital Management | 25,080 | $234.7K | 0.02% | 00.0% | Unchanged |
| Apriem Advisors | 27,194 | $254.5K | 0.04% | −6,974−20.4% | Reduced |
| SeaCrest Wealth Management, LLC | 27,196 | $254.6K | 0.03% | +608+2.3% | Added |
| MML Investors Services, LLC | 29,083 | $272.0K | 0.00% | +1,791+6.6% | Added |
| Rockefeller Capital Management L.P. | 30,638 | $286.8K | 0.00% | −1,200−3.8% | Reduced |
| Capital Investment Advisors, LLC | 31,274 | $292.7K | 0.01% | −1,186−3.7% | Reduced |
| Advisory Services Network, LLC | 31,457 | $294.4K | 0.01% | +3,268+11.6% | Added |
| Oarsman Capital, Inc. | 31,687 | $296.6K | 0.13% | 00.0% | Unchanged |
| Conning Inc. | 32,079 | $300.3K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 32,416 | $303.4K | 0.00% | +392+1.2% | Added |
| Stephens Inc | 32,440 | $303.6K | 0.01% | +6,580+25.4% | Added |
| Future Financial Wealth Managment LLC | 34,195 | $320.1K | 0.34% | +500+1.5% | Added |
| Kestra Advisory Services, LLC | 36,248 | $339.3K | 0.00% | +18,367+102.7% | Added |
| Quad-Cities Investment Group, LLC | 36,848 | $344.9K | 0.23% | +704+1.9% | Added |
| Relative Value Partners Group, LLC | 37,844 | $354.2K | 0.02% | +37,844 | New |
| Sowell Financial Services LLC | 40,241 | $377.0K | 0.02% | −4,994−11.0% | Reduced |
| Moors & Cabot, Inc. | 42,170 | $394.7K | 0.03% | +18,100+75.2% | Added |
| International Assets Investment Management, LLC | 44,386 | $415.5K | 0.06% | +8,000+22.0% | Added |
| Janney Montgomery Scott LLC | 46,532 | $436.0K | 0.00% | −1,432−3.0% | Reduced |
| Independent Financial Group, LLC | 48,082 | $450.0K | 0.03% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 48,435 | $453.0K | 0.00% | −15,082−23.7% | Reduced |
| Flagship Harbor Advisors, LLC | 56,467 | $528.5K | 0.04% | +34,972+162.7% | Added |
| Susquehanna International Group, LLP | 56,597 | $529.7K | 0.00% | +45,606+414.9% | Added |
| Rock Point Advisors, LLC | 57,394 | $537.2K | 0.18% | −380−0.7% | Reduced |