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 |
|---|---|---|---|---|---|
| US Bancorp | 16,600 | $150.1K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 16,320 | $147.5K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 16,161 | $146.1K | 0.00% | −4,063−20.1% | Reduced |
| Sandy Cove Advisors, LLC | 16,050 | $145.1K | 0.08% | +150+0.9% | Added |
| Private Advisor Group, LLC | 15,867 | $143.4K | 0.00% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 15,600 | $141.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 15,590 | $140.9K | 0.03% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 14,981 | $135.4K | 0.06% | +2,322+18.3% | Added |
| WealthTrust Axiom LLC | 14,799 | $133.8K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 14,483 | $130.9K | 0.01% | +166+1.2% | Added |
| Cresset Asset Management, LLC | 14,400 | $130.2K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 14,218 | $128.5K | 0.08% | −1,300−8.4% | Reduced |
| Sutton Wealth Advisors Inc. | 12,460 | $112.6K | 0.06% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 12,456 | $112.6K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 12,428 | $112.3K | 0.00% | +12,428 | New |
| CWM, LLC | 12,250 | $111.0K | 0.00% | −1,128−8.4% | Reduced |
| Oppenheimer & Co Inc | 12,061 | $109.0K | 0.00% | +161+1.4% | Added |
| Essex Savings Bank | 11,984 | $108.3K | 0.04% | 00.0% | Unchanged |
| MKT Advisors LLC | 11,569 | $103.3K | 0.08% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 11,068 | $100.1K | 0.05% | +183+1.7% | Added |
| Advisor OS, LLC | 10,923 | $98.7K | 0.01% | −773−6.6% | Reduced |
| Staley Capital Advisers Inc | 10,837 | $98.0K | 0.01% | −282−2.5% | Reduced |
| Citadel Advisors LLC | 10,382 | $93.9K | 0.00% | +10,382 | New |
| WealthTrust Asset Management, LLC | 10,270 | $92.8K | 0.09% | −906−8.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 10,170 | $91.9K | 0.00% | +10,170 | New |
| Elequin Capital LP | 9,809 | $88.7K | 0.02% | +4,710+92.4% | Added |
| Proequities, Inc. | 7,900 | $71.4K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | – | $43.0K | 0.04% | – | – |
| Allworth Financial LP | 3,350 | $30.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,003 | $27.1K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,000 | $27.1K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,547 | $23.0K | 0.00% | +1,646+182.7% | Added |
| Cary Street Partner Investment Advisory LLC | 2,400 | $21.7K | 0.00% | −500−17.2% | Reduced |
| Slocum, Gordon & Co LLP | 2,195 | $19.8K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,015 | $18.2K | 0.01% | 00.0% | Unchanged |
| 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 |
| Northwestern Mutual Wealth Management Co | 1,980 | $17.9K | 0.00% | −4,590−69.9% | Reduced |
| IFP Advisors, Inc | 1,979 | $17.9K | 0.00% | +49+2.5% | Added |
| Concord Wealth Partners | 1,671 | $15.1K | 0.00% | +42+2.6% | Added |
| EverSource Wealth Advisors, LLC | 1,500 | $13.6K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,448 | $13.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 960 | $8.68K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 625 | $6.00K | 0.00% | +625 | New |
| Highlander Capital Management, LLC | 500 | $5.00K | 0.00% | +500 | New |
| Cape Investment Advisory, Inc. | 500 | $4.52K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 477 | $4.31K | 0.00% | −915−65.7% | Reduced |
| First Manhattan Co | 285 | $2.58K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 266 | $2.40K | 0.00% | +266 | New |
| Bartlett & Co. Wealth Management LLC | 255 | $2.31K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 250 | $2.26K | 0.00% | +250 | New |
| Bartlett & Co. LLC | 255 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 112 | $1.01K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 111 | $998 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5 | $45 | 0.00% | 00.0% | Unchanged |
| 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 |