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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 66,978 | $626.9K | 0.00% | −879−1.3% | Reduced |
| Walleye Capital LLC | 68,525 | $641.4K | 0.01% | +68,525 | New |
| Wedbush Securities Inc | 75,669 | $708.0K | 0.03% | +124+0.2% | Added |
| Credit Suisse AG | 77,500 | $725.4K | 0.00% | −262,500−77.2% | Reduced |
| Cetera Advisors LLC | 78,050 | $730.5K | 0.01% | +14,790+23.4% | Added |
| Cahill Financial Advisors Inc | 78,978 | $739.2K | 0.12% | −2,134−2.6% | Reduced |
| Atria Wealth Solutions, Inc. | 79,172 | $741.1K | 0.01% | +13,299+20.2% | Added |
| Merit Financial Group, LLC | 84,256 | $788.6K | 0.03% | −344−0.4% | Reduced |
| Almitas Capital LLC | 87,167 | $828.1K | 0.35% | +87,167 | New |
| GWM Advisors LLC | 92,562 | $866.4K | 0.01% | +2,100+2.3% | Added |
| Selway Asset Management | 98,229 | $919.4K | 0.40% | −2,300−2.3% | Reduced |
| Melfa Wealth Management, LLC | 99,763 | $933.8K | 0.95% | +12,220+14.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 101,571 | $951.0K | 0.04% | +5,424+5.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 102,745 | $962.0K | 0.00% | −1,705−1.6% | Reduced |
| Cetera Advisor Networks LLC | 109,103 | $1.02M | 0.01% | −487,968−81.7% | Reduced |
| Clear Creek Financial Management, LLC | 110,884 | $1.04M | 0.18% | +1,586+1.5% | Added |
| Envestnet Asset Management Inc | 121,249 | $1.13M | 0.00% | −5,973−4.7% | Reduced |
| National Asset Management, Inc. | 130,083 | $1.22M | 0.03% | +12,039+10.2% | Added |
| Camelot Portfolios, LLC | 134,630 | $1.26M | 0.79% | +1,795+1.4% | Added |
| Wolverine Asset Management LLC | 144,285 | $1.35M | 0.03% | +144,285 | New |
| Landscape Capital Management, L.L.C. | 145,507 | $1.36M | 0.18% | +145,507 | New |
| Aviance Capital Partners, LLC | 155,901 | $1.46M | 0.31% | +6,805+4.6% | Added |
| NWF Advisory Services Inc. | 168,500 | $1.58M | 0.37% | 00.0% | Unchanged |
| Truist Financial Corp | 172,827 | $1.62M | 0.00% | −57,465−25.0% | Reduced |
| Rivernorth Capital Management, LLC | 195,166 | $1.83M | 0.09% | +195,166 | New |
| Fiera Capital Corp | 199,839 | $1.87M | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 215,025 | $2.01M | 0.14% | +215,025 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 222,406 | $2.08M | 0.63% | +4,451+2.0% | Added |
| Shaker Financial Services, LLC | 229,645 | $2.15M | 0.94% | +174,018+312.8% | Added |
| CNH Partners LLC | 232,958 | $2.18M | 0.09% | +232,958 | New |
| Gilbert & Cook, Inc. | 234,295 | $2.19M | 0.35% | +585+0.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 244,414 | $2.29M | 0.00% | −23,959−8.9% | Reduced |
| Thrivent Financial for Lutherans | 284,156 | $2.66M | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 318,804 | $2.98M | 0.06% | +19,877+6.6% | Added |
| Stifel Financial Corp | 319,767 | $2.99M | 0.00% | −1570.0% | Reduced |
| Raymond James & Associates | 349,617 | $3.27M | 0.00% | +14,149+4.2% | Added |
| Commonwealth Equity Services, LLC | 349,872 | $3.27M | 0.01% | +6,134+1.8% | Added |
| Allspring Global Investments Holdings, LLC | 350,585 | $3.28M | 0.01% | +157,802+81.9% | Added |
| Cetera Investment Advisers | 362,289 | $3.39M | 0.03% | +4,418+1.2% | Added |
| Cohen & Steers, Inc. | 375,463 | $3.51M | 0.01% | 00.0% | Unchanged |
| Oak Hill Advisors LP | 403,604 | $3.78M | 0.31% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 428,316 | $4.01M | 0.01% | −24,471−5.4% | Reduced |
| Royal Bank of Canada | 475,090 | $4.45M | 0.00% | −2,534−0.5% | Reduced |
| Bank of America Corp | 480,106 | $4.49M | 0.00% | −82,756−14.7% | Reduced |
| Centaurus Financial, Inc. | 569,758 | $5.33M | 0.47% | −31,681−5.3% | Reduced |
| Kennedy Investment Group | 618,367 | $5.79M | 3.39% | +15,172+2.5% | Added |
| Guggenheim Capital LLC | 634,585 | $5.94M | 0.05% | +2,071+0.3% | Added |
| LPL Financial LLC | 696,736 | $6.52M | 0.00% | +261,049+59.9% | Added |
| Ameriprise Financial Inc | 709,468 | $6.63M | 0.00% | +343,935+94.1% | Added |
| Arete Wealth Advisors, LLC | 710,733 | $6.65M | 0.60% | +57,841+8.9% | Added |
| Cyndeo Wealth Partners, LLC | 807,941 | $7.56M | 0.79% | +6,049+0.8% | Added |
| Chicago Partners Investment Group LLC | 842,543 | $7.90M | 0.41% | +1,475+0.2% | Added |
| UBS Group AG | 1,013,031 | $9.48M | 0.00% | −86,833−7.9% | Reduced |
| Invesco Ltd. | 1,826,492 | $17.1M | 0.00% | +296,330+19.4% | Added |
| Sit Investment Associates Inc | 4,793,017 | $44.9M | 1.17% | +177,600+3.8% | Added |
| Morgan Stanley | 8,678,805 | $81.2M | 0.01% | +355,650+4.3% | Added |
| Compass Financial Advisors LLC | 0 | $0 | 0.00% | −143,395−100.0% | Sold out |
| Howard Wealth Management, LLC | 0 | $0 | 0.00% | −105,410−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −93,384−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −48,943−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −37,600−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −28,000−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −14,553−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −13,663−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,114−100.0% | Sold out |
| Good Life Advisors, LLC | 0 | $0 | 0.00% | −11,092−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −7,114−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −3,575−100.0% | Sold out |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |