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 |
|---|---|---|---|---|---|
| Sandy Cove Advisors, LLC | 15,900 | $148.8K | 0.08% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 15,600 | $146.0K | 0.02% | −314−2.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 15,590 | $145.9K | 0.03% | −3,889−20.0% | Reduced |
| Barrett & Company, Inc. | 15,518 | $145.3K | 0.08% | +97+0.6% | Added |
| WealthTrust Axiom LLC | 14,799 | $138.5K | 0.05% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 14,400 | $134.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 14,317 | $134.0K | 0.01% | −1,758−10.9% | Reduced |
| Greytown Advisors Inc. | 11,011 | $132.7K | 0.07% | 00.0% | Unchanged |
| CWM, LLC | 13,378 | $125.0K | 0.00% | +3,078+29.9% | Added |
| Garden State Investment Advisory Services LLC | 12,659 | $118.5K | 0.05% | +2,022+19.0% | Added |
| Sutton Wealth Advisors Inc. | 12,460 | $116.6K | 0.06% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 12,456 | $116.6K | 0.00% | 00.0% | Unchanged |
| Essex Savings Bank | 11,984 | $112.2K | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 11,900 | $111.4K | 0.00% | −9,343−44.0% | Reduced |
| MKT Advisors LLC | 11,569 | $109.9K | 0.08% | 00.0% | Unchanged |
| Advisor OS, LLC | 11,696 | $109.5K | 0.02% | +11,696 | New |
| WealthTrust Asset Management, LLC | 11,176 | $104.6K | 0.09% | −181−1.6% | Reduced |
| Staley Capital Advisers Inc | 11,119 | $104.1K | 0.01% | −618−5.3% | Reduced |
| Boothbay Fund Management, LLC | 11,000 | $103.0K | 0.00% | +11,000 | New |
| Wiley Bros.-Aintree Capital, LLC | 10,885 | $101.9K | 0.05% | +179+1.7% | Added |
| Lincoln National Corp | 10,759 | $100.7K | 0.00% | +10,759 | New |
| WMG Financial Advisors, LLC | 10,250 | $95.9K | 0.07% | +10,250 | New |
| PFG Advisors | 10,060 | $94.2K | 0.01% | 00.0% | Unchanged |
| MJP Associates Inc | 10,014 | $93.7K | 0.03% | +10,014 | New |
| Diversified Trust Co | 10,000 | $93.6K | 0.00% | +10,000 | New |
| Proequities, Inc. | 7,900 | $73.9K | 0.01% | −383−4.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,570 | $61.5K | 0.00% | −242,243−97.4% | Reduced |
| Elequin Capital LP | 5,099 | $47.7K | 0.02% | +5,099 | New |
| Byrne Asset Management LLC | 4,750 | $44.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 3,350 | $31.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,003 | $28.1K | 0.00% | +2,457+450.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 3,000 | $28.1K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,900 | $27.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,930 | $24.7K | 0.00% | +48+2.6% | Added |
| Slocum, Gordon & Co LLP | 2,195 | $20.5K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,015 | $18.9K | 0.01% | 00.0% | Unchanged |
| 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 |
| Kistler-Tiffany Companies, LLC | 1,700 | $15.9K | 0.00% | +1,700 | New |
| Concord Wealth Partners | 1,629 | $15.3K | 0.00% | +40+2.5% | Added |
| EverSource Wealth Advisors, LLC | 1,500 | $14.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,448 | $13.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,392 | $13.0K | 0.00% | +905+185.8% | Added |
| Raleigh Capital Management Inc. | 1,100 | $10.3K | 0.01% | −300−21.4% | Reduced |
| Assetmark, Inc | 994 | $9.30K | 0.00% | +994 | New |
| Sound Income Strategies, LLC | 960 | $8.99K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 901 | $8.43K | 0.00% | −54,649−98.4% | Reduced |
| Godsey & Gibb Associates | 600 | $5.62K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 500 | $4.68K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 285 | $2.67K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 255 | $2.39K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 255 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 112 | $1.05K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 111 | $1.04K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5 | $47 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $9 | 0.00% | +1 | New |
| 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 |