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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 5 | $45 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 111 | $998 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 112 | $1.01K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 255 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 250 | $2.26K | 0.00% | +250 | New |
| Bartlett & Co. Wealth Management LLC | 255 | $2.31K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 266 | $2.40K | 0.00% | +266 | New |
| First Manhattan Co | 285 | $2.58K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 477 | $4.31K | 0.00% | −915−65.7% | Reduced |
| Cape Investment Advisory, Inc. | 500 | $4.52K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $5.00K | 0.00% | +500 | New |
| Horizon Bancorp Inc | 625 | $6.00K | 0.00% | +625 | New |
| Sound Income Strategies, LLC | 960 | $8.68K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,448 | $13.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,500 | $13.6K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,671 | $15.1K | 0.00% | +42+2.6% | Added |
| IFP Advisors, Inc | 1,979 | $17.9K | 0.00% | +49+2.5% | Added |
| Northwestern Mutual Wealth Management Co | 1,980 | $17.9K | 0.00% | −4,590−69.9% | Reduced |
| M&R Capital Management Inc | 2,000 | $18.1K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,000 | $18.1K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,015 | $18.2K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 2,195 | $19.8K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,400 | $21.7K | 0.00% | −500−17.2% | Reduced |
| JPMorgan Chase & Co | 2,547 | $23.0K | 0.00% | +1,646+182.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 3,000 | $27.1K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,003 | $27.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,350 | $30.3K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | – | $43.0K | 0.04% | – | – |
| Proequities, Inc. | 7,900 | $71.4K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 9,809 | $88.7K | 0.02% | +4,710+92.4% | Added |
| Williams Jones Wealth Management, LLC. | 10,170 | $91.9K | 0.00% | +10,170 | New |
| WealthTrust Asset Management, LLC | 10,270 | $92.8K | 0.09% | −906−8.1% | Reduced |
| Citadel Advisors LLC | 10,382 | $93.9K | 0.00% | +10,382 | New |
| Staley Capital Advisers Inc | 10,837 | $98.0K | 0.01% | −282−2.5% | Reduced |
| Advisor OS, LLC | 10,923 | $98.7K | 0.01% | −773−6.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 11,068 | $100.1K | 0.05% | +183+1.7% | Added |
| MKT Advisors LLC | 11,569 | $103.3K | 0.08% | 00.0% | Unchanged |
| Essex Savings Bank | 11,984 | $108.3K | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 12,061 | $109.0K | 0.00% | +161+1.4% | Added |
| CWM, LLC | 12,250 | $111.0K | 0.00% | −1,128−8.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,428 | $112.3K | 0.00% | +12,428 | New |
| Horizon Kinetics Asset Management LLC | 12,456 | $112.6K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 12,460 | $112.6K | 0.06% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 14,218 | $128.5K | 0.08% | −1,300−8.4% | Reduced |
| Cresset Asset Management, LLC | 14,400 | $130.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 14,483 | $130.9K | 0.01% | +166+1.2% | Added |
| WealthTrust Axiom LLC | 14,799 | $133.8K | 0.05% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 14,981 | $135.4K | 0.06% | +2,322+18.3% | Added |
| GPS Wealth Strategies Group, LLC | 15,590 | $140.9K | 0.03% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 15,600 | $141.0K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 15,867 | $143.4K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 16,050 | $145.1K | 0.08% | +150+0.9% | Added |
| AE Wealth Management LLC | 16,161 | $146.1K | 0.00% | −4,063−20.1% | Reduced |
| Warren Averett Asset Management, LLC | 16,320 | $147.5K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 16,600 | $150.1K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 17,300 | $156.0K | 0.02% | +17,300 | New |
| Riverbridge Partners LLC | 17,341 | $156.8K | 0.00% | +17,341 | New |
| Ellis Investment Partners, LLC | 18,229 | $164.8K | 0.04% | −929−4.8% | Reduced |
| ProVise Management Group, LLC | 18,430 | $166.6K | 0.02% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 18,483 | $167.1K | 0.12% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 18,552 | $167.7K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 18,611 | $168.2K | 0.01% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 19,219 | $173.7K | 0.04% | +202+1.1% | Added |
| Congress Wealth Management LLC | 19,770 | $178.7K | 0.00% | 00.0% | Unchanged |
| Claybrook Capital, LLC | 19,837 | $179.3K | 0.10% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 20,534 | $185.6K | 0.00% | +20,534 | New |
| CI Private Wealth, LLC | 21,761 | $196.7K | 0.00% | +541+2.5% | Added |
| Evergreen Capital Management LLC | 22,833 | $206.4K | 0.01% | −850−3.6% | Reduced |
| Hollencrest Capital Management | 22,960 | $207.6K | 0.02% | −2,120−8.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 23,129 | $209.1K | 0.14% | +2,511+12.2% | Added |
| Northern Trust Corp | 23,246 | $210.1K | 0.00% | +23,246 | New |
| Pointe Capital Management LLC | 23,482 | $212.3K | 0.17% | −859−3.5% | Reduced |
| Kestra Advisory Services, LLC | 23,614 | $213.5K | 0.00% | −12,634−34.9% | Reduced |
| Susquehanna International Group, LLP | 24,391 | $220.5K | 0.00% | −32,206−56.9% | Reduced |
| EP Wealth Advisors, LLC | 26,800 | $242.3K | 0.00% | +26,800 | New |
| Apriem Advisors | 27,221 | $246.1K | 0.04% | +27+0.1% | Added |
| SeaCrest Wealth Management, LLC | 27,452 | $248.2K | 0.03% | +256+0.9% | Added |
| MML Investors Services, LLC | 29,998 | $271.0K | 0.00% | +915+3.1% | Added |
| Janney Montgomery Scott LLC | 30,340 | $274.0K | 0.00% | −16,192−34.8% | Reduced |
| Oarsman Capital, Inc. | 30,437 | $275.1K | 0.11% | −1,250−3.9% | Reduced |
| Capital Investment Advisors, LLC | 30,691 | $277.4K | 0.01% | −583−1.9% | Reduced |
| Rockefeller Capital Management L.P. | 31,638 | $286.0K | 0.00% | +1,000+3.3% | Added |
| Conning Inc. | 32,079 | $290.0K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 34,765 | $314.3K | 0.01% | +2,325+7.2% | Added |
| Future Financial Wealth Managment LLC | 34,812 | $314.7K | 0.35% | +617+1.8% | Added |
| Quad-Cities Investment Group, LLC | 35,363 | $319.7K | 0.21% | −1,485−4.0% | Reduced |
| Relative Value Partners Group, LLC | 35,800 | $323.6K | 0.02% | −2,044−5.4% | Reduced |
| Advisory Services Network, LLC | 35,932 | $324.8K | 0.01% | +4,475+14.2% | Added |
| Comerica Bank | 39,355 | $355.8K | 0.00% | +39,355 | New |
| Moors & Cabot, Inc. | 40,231 | $363.7K | 0.02% | −1,939−4.6% | Reduced |
| Wells Fargo & Company | 41,890 | $378.7K | 0.00% | −25,088−37.5% | Reduced |
| Creative Planning | 41,948 | $379.2K | 0.00% | +9,532+29.4% | Added |
| Sowell Financial Services LLC | 42,101 | $381.0K | 0.02% | +1,860+4.6% | Added |
| HighTower Advisors, LLC | 47,945 | $432.0K | 0.00% | −490−1.0% | Reduced |
| Atria Wealth Solutions, Inc. | 48,390 | $437.4K | 0.01% | −30,782−38.9% | Reduced |
| Independent Financial Group, LLC | 53,382 | $482.6K | 0.03% | +5,300+11.0% | Added |
| Pin Oak Investment Advisors Inc | 53,523 | $484.0K | 0.54% | +32,025+149.0% | Added |
| International Assets Investment Management, LLC | 54,511 | $491.1K | 0.07% | +10,125+22.8% | Added |
| Rock Point Advisors, LLC | 55,664 | $503.2K | 0.17% | −1,730−3.0% | Reduced |
| Flagship Harbor Advisors, LLC | 55,724 | $503.7K | 0.04% | −743−1.3% | Reduced |