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 |
|---|---|---|---|---|---|
| Credit Suisse AG | 60,000 | $542.4K | 0.00% | −17,500−22.6% | Reduced |
| Baird Financial Group, Inc. | 63,865 | $577.3K | 0.00% | +63,865 | New |
| Cahill Financial Advisors Inc | 76,145 | $688.4K | 0.11% | −2,833−3.6% | Reduced |
| Wedbush Securities Inc | 76,946 | $696.0K | 0.03% | +1,277+1.7% | Added |
| Cetera Advisors LLC | 83,350 | $753.5K | 0.01% | +5,300+6.8% | Added |
| Merit Financial Group, LLC | 83,441 | $754.3K | 0.02% | −815−1.0% | Reduced |
| Selway Asset Management | 86,079 | $778.2K | 0.36% | −12,150−12.4% | Reduced |
| Landscape Capital Management, L.L.C. | 92,890 | $839.7K | 0.11% | −52,617−36.2% | Reduced |
| GWM Advisors LLC | 93,183 | $842.4K | 0.01% | +621+0.7% | Added |
| Melfa Wealth Management, LLC | 103,735 | $937.8K | 1.02% | +3,972+4.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 105,393 | $953.0K | 0.04% | +3,822+3.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 108,107 | $977.0K | 0.00% | +5,362+5.2% | Added |
| Clear Creek Financial Management, LLC | 108,479 | $980.7K | 0.17% | −2,405−2.2% | Reduced |
| Camelot Portfolios, LLC | 111,787 | $1.01M | 0.97% | −22,843−17.0% | Reduced |
| CoreCap Advisors, LLC | 115,515 | $1.04M | 0.08% | −99,510−46.3% | Reduced |
| Cetera Advisor Networks LLC | 115,571 | $1.04M | 0.01% | +6,468+5.9% | Added |
| Alpine Global Management, LLC | 127,500 | $1.15M | 0.27% | +127,500 | New |
| National Asset Management, Inc. | 129,110 | $1.17M | 0.03% | −973−0.7% | Reduced |
| Aviance Capital Partners, LLC | 134,487 | $1.22M | 0.27% | −21,414−13.7% | Reduced |
| Envestnet Asset Management Inc | 145,084 | $1.31M | 0.00% | +23,835+19.7% | Added |
| NWF Advisory Services Inc. | 163,200 | $1.48M | 0.35% | −5,300−3.1% | Reduced |
| Truist Financial Corp | 165,161 | $1.49M | 0.00% | −7,666−4.4% | Reduced |
| Wolverine Asset Management LLC | 171,469 | $1.55M | 0.03% | +27,184+18.8% | Added |
| Fiera Capital Corp | 199,487 | $1.80M | 0.01% | −352−0.2% | Reduced |
| Rivernorth Capital Management, LLC | 229,653 | $2.08M | 0.11% | +34,487+17.7% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 230,991 | $2.09M | 0.59% | +8,585+3.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 232,639 | $2.10M | 0.00% | −11,775−4.8% | Reduced |
| City of London Investment Management Co Ltd | 233,055 | $2.11M | 0.18% | +233,055 | New |
| Gilbert & Cook, Inc. | 234,295 | $2.12M | 0.33% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 284,156 | $2.57M | 0.01% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 299,077 | $2.70M | 1.26% | +69,432+30.2% | Added |
| Stifel Financial Corp | 329,221 | $2.98M | 0.00% | +9,454+3.0% | Added |
| Raymond James & Associates | 350,537 | $3.17M | 0.00% | +920+0.3% | Added |
| Commonwealth Equity Services, LLC | 367,136 | $3.32M | 0.01% | +17,264+4.9% | Added |
| Cohen & Steers, Inc. | 375,463 | $3.39M | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 383,989 | $3.47M | 0.03% | +21,700+6.0% | Added |
| Oak Hill Advisors LP | 403,604 | $3.65M | 0.36% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 426,309 | $3.85M | 0.33% | −143,449−25.2% | Reduced |
| Bank of America Corp | 465,953 | $4.21M | 0.00% | −14,153−2.9% | Reduced |
| CNH Partners LLC | 466,571 | $4.22M | 0.19% | +233,613+100.3% | Added |
| Royal Bank of Canada | 488,327 | $4.41M | 0.00% | +13,237+2.8% | Added |
| Kennedy Investment Group | 621,417 | $5.62M | 3.38% | +3,050+0.5% | Added |
| Advisor Group Holdings, Inc. | 640,623 | $5.79M | 0.01% | +212,307+49.6% | Added |
| Guggenheim Capital LLC | 667,873 | $6.04M | 0.05% | +33,288+5.2% | Added |
| Arete Wealth Advisors, LLC | 710,722 | $6.42M | 1.11% | −110.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 730,158 | $6.60M | 0.01% | +379,573+108.3% | Added |
| LPL Financial LLC | 781,737 | $7.07M | 0.00% | +85,001+12.2% | Added |
| Cyndeo Wealth Partners, LLC | 807,941 | $7.30M | 0.76% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 854,574 | $7.39M | 0.40% | +12,031+1.4% | Added |
| UBS Group AG | 856,096 | $7.74M | 0.00% | −156,935−15.5% | Reduced |
| Ameriprise Financial Inc | 903,605 | $8.16M | 0.00% | +194,137+27.4% | Added |
| Penserra Capital Management LLC | 1,196,625 | $10.8M | 0.22% | +877,821+275.3% | Added |
| Invesco Ltd. | 1,778,403 | $16.1M | 0.00% | −48,089−2.6% | Reduced |
| Sit Investment Associates Inc | 4,881,539 | $44.1M | 1.21% | +88,522+1.8% | Added |
| Morgan Stanley | 8,708,387 | $78.7M | 0.01% | +29,582+0.3% | Added |
| Almitas Capital LLC | 0 | $0 | 0.00% | −87,167−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −68,525−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −17,600−100.0% | Sold out |
| Greytown Advisors Inc. | 0 | $0 | 0.00% | −11,011−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −10,759−100.0% | Sold out |
| WMG Financial Advisors, LLC | 0 | $0 | 0.00% | −10,250−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −10,060−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −10,014−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −994−100.0% | Sold out |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | – | – | – | – | Not filed |
| Kistler-Tiffany Companies, LLC | – | – | – | – | Not filed |