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, Q3 2023
Institutional positions in Eaton Vance Ltd Duration Income Fund as of Sep 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
- 155
- +1 vs. Q2 2023
- Shares held
- 34.5M
- +2.04M (+6.3%) vs. Q2 2023
- Total value
- $311.2M
- +$7.73M (+2.5%) vs. Q2 2023
- New holders
- 16
- 52 more added
- Sold out
- 15
- 45 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Ltd Duration Income Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 8,708,387 | $78.7M | 0.01% | +29,582+0.3% | Added |
| Sit Investment Associates Inc | 4,881,539 | $44.1M | 1.21% | +88,522+1.8% | Added |
| Invesco Ltd. | 1,778,403 | $16.1M | 0.00% | −48,089−2.6% | Reduced |
| Penserra Capital Management LLC | 1,196,625 | $10.8M | 0.22% | +877,821+275.3% | Added |
| Ameriprise Financial Inc | 903,605 | $8.16M | 0.00% | +194,137+27.4% | Added |
| UBS Group AG | 856,096 | $7.74M | 0.00% | −156,935−15.5% | Reduced |
| Chicago Partners Investment Group LLC | 854,574 | $7.39M | 0.40% | +12,031+1.4% | Added |
| Cyndeo Wealth Partners, LLC | 807,941 | $7.30M | 0.76% | 00.0% | Unchanged |
| LPL Financial LLC | 781,737 | $7.07M | 0.00% | +85,001+12.2% | Added |
| Allspring Global Investments Holdings, LLC | 730,158 | $6.60M | 0.01% | +379,573+108.3% | Added |
| Arete Wealth Advisors, LLC | 710,722 | $6.42M | 1.11% | −110.0% | Reduced |
| Guggenheim Capital LLC | 667,873 | $6.04M | 0.05% | +33,288+5.2% | Added |
| Advisor Group Holdings, Inc. | 640,623 | $5.79M | 0.01% | +212,307+49.6% | Added |
| Kennedy Investment Group | 621,417 | $5.62M | 3.38% | +3,050+0.5% | Added |
| Royal Bank of Canada | 488,327 | $4.41M | 0.00% | +13,237+2.8% | Added |
| CNH Partners LLC | 466,571 | $4.22M | 0.19% | +233,613+100.3% | Added |
| Bank of America Corp | 465,953 | $4.21M | 0.00% | −14,153−2.9% | Reduced |
| Centaurus Financial, Inc. | 426,309 | $3.85M | 0.33% | −143,449−25.2% | Reduced |
| Oak Hill Advisors LP | 403,604 | $3.65M | 0.36% | 00.0% | Unchanged |
| Cetera Investment Advisers | 383,989 | $3.47M | 0.03% | +21,700+6.0% | Added |
| Cohen & Steers, Inc. | 375,463 | $3.39M | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 367,136 | $3.32M | 0.01% | +17,264+4.9% | Added |
| Raymond James & Associates | 350,537 | $3.17M | 0.00% | +920+0.3% | Added |
| Stifel Financial Corp | 329,221 | $2.98M | 0.00% | +9,454+3.0% | Added |
| Shaker Financial Services, LLC | 299,077 | $2.70M | 1.26% | +69,432+30.2% | Added |
| Thrivent Financial for Lutherans | 284,156 | $2.57M | 0.01% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 234,295 | $2.12M | 0.33% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 233,055 | $2.11M | 0.18% | +233,055 | New |
| Raymond James Financial Services Advisors, Inc. | 232,639 | $2.10M | 0.00% | −11,775−4.8% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 230,991 | $2.09M | 0.59% | +8,585+3.9% | Added |
| Rivernorth Capital Management, LLC | 229,653 | $2.08M | 0.11% | +34,487+17.7% | Added |
| Fiera Capital Corp | 199,487 | $1.80M | 0.01% | −352−0.2% | Reduced |
| Wolverine Asset Management LLC | 171,469 | $1.55M | 0.03% | +27,184+18.8% | Added |
| Truist Financial Corp | 165,161 | $1.49M | 0.00% | −7,666−4.4% | Reduced |
| NWF Advisory Services Inc. | 163,200 | $1.48M | 0.35% | −5,300−3.1% | Reduced |
| Envestnet Asset Management Inc | 145,084 | $1.31M | 0.00% | +23,835+19.7% | Added |
| Aviance Capital Partners, LLC | 134,487 | $1.22M | 0.27% | −21,414−13.7% | Reduced |
| National Asset Management, Inc. | 129,110 | $1.17M | 0.03% | −973−0.7% | Reduced |
| Alpine Global Management, LLC | 127,500 | $1.15M | 0.27% | +127,500 | New |
| Cetera Advisor Networks LLC | 115,571 | $1.04M | 0.01% | +6,468+5.9% | Added |
| CoreCap Advisors, LLC | 115,515 | $1.04M | 0.08% | −99,510−46.3% | Reduced |
| Camelot Portfolios, LLC | 111,787 | $1.01M | 0.97% | −22,843−17.0% | Reduced |
| Clear Creek Financial Management, LLC | 108,479 | $980.7K | 0.17% | −2,405−2.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 108,107 | $977.0K | 0.00% | +5,362+5.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 105,393 | $953.0K | 0.04% | +3,822+3.8% | Added |
| Melfa Wealth Management, LLC | 103,735 | $937.8K | 1.02% | +3,972+4.0% | Added |
| GWM Advisors LLC | 93,183 | $842.4K | 0.01% | +621+0.7% | Added |
| Landscape Capital Management, L.L.C. | 92,890 | $839.7K | 0.11% | −52,617−36.2% | Reduced |
| Selway Asset Management | 86,079 | $778.2K | 0.36% | −12,150−12.4% | Reduced |
| Merit Financial Group, LLC | 83,441 | $754.3K | 0.02% | −815−1.0% | Reduced |
| Cetera Advisors LLC | 83,350 | $753.5K | 0.01% | +5,300+6.8% | Added |
| Wedbush Securities Inc | 76,946 | $696.0K | 0.03% | +1,277+1.7% | Added |
| Cahill Financial Advisors Inc | 76,145 | $688.4K | 0.11% | −2,833−3.6% | Reduced |
| Baird Financial Group, Inc. | 63,865 | $577.3K | 0.00% | +63,865 | New |
| Credit Suisse AG | 60,000 | $542.4K | 0.00% | −17,500−22.6% | Reduced |
| Flagship Harbor Advisors, LLC | 55,724 | $503.7K | 0.04% | −743−1.3% | Reduced |
| Rock Point Advisors, LLC | 55,664 | $503.2K | 0.17% | −1,730−3.0% | Reduced |
| International Assets Investment Management, LLC | 54,511 | $491.1K | 0.07% | +10,125+22.8% | Added |
| Pin Oak Investment Advisors Inc | 53,523 | $484.0K | 0.54% | +32,025+149.0% | Added |
| Independent Financial Group, LLC | 53,382 | $482.6K | 0.03% | +5,300+11.0% | Added |
| Atria Wealth Solutions, Inc. | 48,390 | $437.4K | 0.01% | −30,782−38.9% | Reduced |
| HighTower Advisors, LLC | 47,945 | $432.0K | 0.00% | −490−1.0% | Reduced |
| Sowell Financial Services LLC | 42,101 | $381.0K | 0.02% | +1,860+4.6% | Added |
| Creative Planning | 41,948 | $379.2K | 0.00% | +9,532+29.4% | Added |
| Wells Fargo & Company | 41,890 | $378.7K | 0.00% | −25,088−37.5% | Reduced |
| Moors & Cabot, Inc. | 40,231 | $363.7K | 0.02% | −1,939−4.6% | Reduced |
| Comerica Bank | 39,355 | $355.8K | 0.00% | +39,355 | New |
| Advisory Services Network, LLC | 35,932 | $324.8K | 0.01% | +4,475+14.2% | Added |
| Relative Value Partners Group, LLC | 35,800 | $323.6K | 0.02% | −2,044−5.4% | Reduced |
| Quad-Cities Investment Group, LLC | 35,363 | $319.7K | 0.21% | −1,485−4.0% | Reduced |
| Future Financial Wealth Managment LLC | 34,812 | $314.7K | 0.35% | +617+1.8% | Added |
| Stephens Inc | 34,765 | $314.3K | 0.01% | +2,325+7.2% | Added |
| Conning Inc. | 32,079 | $290.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 31,638 | $286.0K | 0.00% | +1,000+3.3% | Added |
| Capital Investment Advisors, LLC | 30,691 | $277.4K | 0.01% | −583−1.9% | Reduced |
| Oarsman Capital, Inc. | 30,437 | $275.1K | 0.11% | −1,250−3.9% | Reduced |
| Janney Montgomery Scott LLC | 30,340 | $274.0K | 0.00% | −16,192−34.8% | Reduced |
| MML Investors Services, LLC | 29,998 | $271.0K | 0.00% | +915+3.1% | Added |
| SeaCrest Wealth Management, LLC | 27,452 | $248.2K | 0.03% | +256+0.9% | Added |
| Apriem Advisors | 27,221 | $246.1K | 0.04% | +27+0.1% | Added |
| EP Wealth Advisors, LLC | 26,800 | $242.3K | 0.00% | +26,800 | New |
| Susquehanna International Group, LLP | 24,391 | $220.5K | 0.00% | −32,206−56.9% | Reduced |
| Kestra Advisory Services, LLC | 23,614 | $213.5K | 0.00% | −12,634−34.9% | Reduced |
| Pointe Capital Management LLC | 23,482 | $212.3K | 0.17% | −859−3.5% | Reduced |
| Northern Trust Corp | 23,246 | $210.1K | 0.00% | +23,246 | New |
| Fortitude Advisory Group L.L.C. | 23,129 | $209.1K | 0.14% | +2,511+12.2% | Added |
| Hollencrest Capital Management | 22,960 | $207.6K | 0.02% | −2,120−8.5% | Reduced |
| Evergreen Capital Management LLC | 22,833 | $206.4K | 0.01% | −850−3.6% | Reduced |
| CI Private Wealth, LLC | 21,761 | $196.7K | 0.00% | +541+2.5% | Added |
| Pathstone Family Office, LLC | 20,534 | $185.6K | 0.00% | +20,534 | New |
| Claybrook Capital, LLC | 19,837 | $179.3K | 0.10% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 19,770 | $178.7K | 0.00% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 19,219 | $173.7K | 0.04% | +202+1.1% | Added |
| First Foundation Advisors | 18,611 | $168.2K | 0.01% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 18,552 | $167.7K | 0.01% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 18,483 | $167.1K | 0.12% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 18,430 | $166.6K | 0.02% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 18,229 | $164.8K | 0.04% | −929−4.8% | Reduced |
| Riverbridge Partners LLC | 17,341 | $156.8K | 0.00% | +17,341 | New |
| NBC Securities, Inc. | 17,300 | $156.0K | 0.02% | +17,300 | New |