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, Q4 2023
Institutional positions in Eaton Vance Ltd Duration Income Fund as of Dec 31, 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
- 165
- +13 vs. Q3 2023
- Shares held
- 36.5M
- +2.08M (+6.0%) vs. Q3 2023
- Total value
- $349.5M
- +$38.8M (+12.5%) vs. Q3 2023
- New holders
- 25
- 61 more added
- Sold out
- 12
- 46 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Ltd Duration Income Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 9,189,343 | $88.0M | 0.01% | +480,956+5.5% | Added |
| Sit Investment Associates Inc | 5,328,636 | $51.0M | 1.25% | +447,097+9.2% | Added |
| Invesco Ltd. | 1,682,941 | $16.1M | 0.00% | −95,462−5.4% | Reduced |
| Ameriprise Financial Inc | 1,394,547 | $13.4M | 0.00% | +490,942+54.3% | Added |
| Penserra Capital Management LLC | 1,285,602 | $12.3M | 0.23% | +88,977+7.4% | Added |
| LPL Financial LLC | 874,537 | $8.38M | 0.01% | +92,800+11.9% | Added |
| Chicago Partners Investment Group LLC | 806,627 | $7.75M | 0.36% | −47,947−5.6% | Reduced |
| UBS Group AG | 792,694 | $7.59M | 0.00% | −63,402−7.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 772,424 | $7.40M | 0.68% | −35,517−4.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 757,328 | $7.26M | 0.01% | +27,170+3.7% | Added |
| Relative Value Partners Group, LLC | 727,172 | $6.97M | 0.43% | +691,372+1,931.2% | Added |
| Arete Wealth Advisors, LLC | 721,964 | $6.92M | 0.53% | +11,242+1.6% | Added |
| Guggenheim Capital LLC | 697,043 | $6.68M | 0.05% | +29,170+4.4% | Added |
| CNH Partners LLC | 683,157 | $6.54M | 0.26% | +216,586+46.4% | Added |
| Kennedy Investment Group | 630,617 | $6.04M | 3.38% | +9,200+1.5% | Added |
| Royal Bank of Canada | 528,337 | $5.06M | 0.00% | +40,010+8.2% | Added |
| Bank of America Corp | 484,792 | $4.64M | 0.00% | +18,839+4.0% | Added |
| Shaker Financial Services, LLC | 436,704 | $4.18M | 1.72% | +137,627+46.0% | Added |
| Advisor Group Holdings, Inc. | 435,923 | $4.18M | 0.01% | −204,700−32.0% | Reduced |
| Raymond James & Associates | 405,662 | $3.89M | 0.00% | +55,125+15.7% | Added |
| Oak Hill Advisors LP | 403,604 | $3.87M | 0.50% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 375,463 | $3.60M | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 364,732 | $3.49M | 0.01% | −2,404−0.7% | Reduced |
| Cetera Investment Advisers | 360,329 | $3.45M | 0.03% | −23,660−6.2% | Reduced |
| Stifel Financial Corp | 318,511 | $3.05M | 0.00% | −10,710−3.3% | Reduced |
| City of London Investment Management Co Ltd | 316,261 | $3.03M | 0.25% | +83,206+35.7% | Added |
| Landscape Capital Management, L.L.C. | 302,257 | $2.90M | 0.26% | +209,367+225.4% | Added |
| Thrivent Financial for Lutherans | 284,156 | $2.72M | 0.01% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 271,000 | $2.60M | 0.18% | +271,000 | New |
| Gilbert & Cook, Inc. | 234,295 | $2.24M | 0.32% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 232,051 | $2.22M | 0.58% | +1,060+0.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 215,380 | $2.06M | 0.00% | −17,259−7.4% | Reduced |
| Fiera Capital Corp | 199,487 | $1.91M | 0.01% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 157,800 | $1.51M | 0.30% | −5,400−3.3% | Reduced |
| National Asset Management, Inc. | 145,163 | $1.39M | 0.04% | +16,053+12.4% | Added |
| Camelot Portfolios, LLC | 143,616 | $1.38M | 0.81% | +31,829+28.5% | Added |
| Alpine Global Management, LLC | 130,000 | $1.25M | 0.34% | +2,500+2.0% | Added |
| Cetera Advisors LLC | 124,161 | $1.19M | 0.02% | +40,811+49.0% | Added |
| Aviance Capital Partners, LLC | 121,322 | $1.16M | 0.25% | −13,165−9.8% | Reduced |
| CoreCap Advisors, LLC | 117,285 | $1.12M | 0.07% | +1,770+1.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 112,074 | $1.07M | 0.02% | +6,681+6.3% | Added |
| Cetera Advisor Networks LLC | 111,238 | $1.07M | 0.01% | −4,333−3.7% | Reduced |
| Clear Creek Financial Management, LLC | 110,103 | $1.05M | 0.17% | +1,624+1.5% | Added |
| GWM Advisors LLC | 102,428 | $984.3K | 0.01% | +9,245+9.9% | Added |
| Melfa Wealth Management, LLC | 96,301 | $915.6K | 0.86% | −7,434−7.2% | Reduced |
| Centaurus Financial, Inc. | 91,388 | $875.0K | 0.07% | −334,921−78.6% | Reduced |
| Baird Financial Group, Inc. | 91,272 | $874.4K | 0.00% | +27,407+42.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 88,655 | $849.0K | 0.00% | −19,452−18.0% | Reduced |
| Wedbush Securities Inc | 81,792 | $784.0K | 0.03% | +4,846+6.3% | Added |
| Cahill Financial Advisors Inc | 74,906 | $717.6K | 0.11% | −1,239−1.6% | Reduced |
| Atria Wealth Solutions, Inc. | 69,700 | $667.7K | 0.01% | +21,310+44.0% | Added |
| Selway Asset Management | 68,979 | $660.8K | 0.28% | −17,100−19.9% | Reduced |
| Merit Financial Group, LLC | 64,411 | $617.1K | 0.02% | −19,030−22.8% | Reduced |
| Pin Oak Investment Advisors Inc | 62,428 | $598.0K | 0.61% | +8,905+16.6% | Added |
| Flagship Harbor Advisors, LLC | 58,473 | $560.2K | 0.04% | +2,749+4.9% | Added |
| Independent Financial Group, LLC | 55,107 | $527.9K | 0.03% | +1,725+3.2% | Added |
| International Assets Investment Management, LLC | 54,701 | $524.0K | 0.07% | +190+0.3% | Added |
| Flow State Investments, L.P. | 54,159 | $518.8K | 0.18% | +54,159 | New |
| Credit Suisse AG | 50,000 | $479.0K | 0.00% | −10,000−16.7% | Reduced |
| Rivernorth Capital Management, LLC | 47,056 | $450.8K | 0.02% | −182,597−79.5% | Reduced |
| Rock Point Advisors, LLC | 46,074 | $441.4K | 0.13% | −9,590−17.2% | Reduced |
| Congress Wealth Management LLC | 45,770 | $438.5K | 0.01% | +26,000+131.5% | Added |
| HighTower Advisors, LLC | 45,306 | $431.0K | 0.00% | −2,639−5.5% | Reduced |
| Wells Fargo & Company | 42,871 | $410.7K | 0.00% | +981+2.3% | Added |
| Sowell Financial Services LLC | 41,769 | $400.0K | 0.02% | −332−0.8% | Reduced |
| Kestra Advisory Services, LLC | 40,648 | $389.4K | 0.00% | +17,034+72.1% | Added |
| Comerica Bank | 40,052 | $383.7K | 0.00% | +697+1.8% | Added |
| Stephens Inc | 37,190 | $356.3K | 0.01% | +2,425+7.0% | Added |
| Advisory Services Network, LLC | 35,572 | $340.8K | 0.01% | −360−1.0% | Reduced |
| Capital Investment Advisors, LLC | 33,190 | $318.0K | 0.01% | +2,499+8.1% | Added |
| Conning Inc. | 32,079 | $307.3K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 31,751 | $304.0K | 0.00% | +1,753+5.8% | Added |
| Oarsman Capital, Inc. | 30,437 | $291.6K | 0.08% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 30,237 | $289.7K | 0.29% | −4,575−13.1% | Reduced |
| Quad-Cities Investment Group, LLC | 29,558 | $287.0K | 0.18% | −5,805−16.4% | Reduced |
| Rockefeller Capital Management L.P. | 28,838 | $276.3K | 0.00% | −2,800−8.9% | Reduced |
| Apriem Advisors | 27,248 | $261.0K | 0.03% | +27+0.1% | Added |
| Creative Planning | 27,037 | $259.0K | 0.00% | −14,911−35.5% | Reduced |
| EP Wealth Advisors, LLC | 26,800 | $256.7K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 25,628 | $248.1K | 0.03% | −1,824−6.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 25,801 | $247.2K | 0.15% | +2,672+11.6% | Added |
| Janney Montgomery Scott LLC | 25,495 | $244.0K | 0.00% | −4,845−16.0% | Reduced |
| Moors & Cabot, Inc. | 22,781 | $218.2K | 0.01% | −17,450−43.4% | Reduced |
| Pointe Capital Management LLC | 22,575 | $216.3K | 0.15% | −907−3.9% | Reduced |
| CI Private Wealth, LLC | 20,886 | $200.1K | 0.00% | −875−4.0% | Reduced |
| Pathstone Holdings, LLC | 20,534 | $196.7K | 0.00% | +20,534 | New |
| Envestnet Asset Management Inc | 20,014 | $191.7K | 0.00% | −125,070−86.2% | Reduced |
| Lido Advisors, LLC | 19,837 | $190.0K | 0.00% | +19,837 | New |
| Verity Asset Management, Inc. | 19,729 | $189.0K | 0.12% | +19,729 | New |
| Onyx Bridge Wealth Group LLC | 19,424 | $186.1K | 0.04% | +205+1.1% | Added |
| First Foundation Advisors | 18,611 | $178.3K | 0.01% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 18,552 | $177.7K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 18,391 | $176.2K | 0.04% | +162+0.9% | Added |
| Dudley Capital Management, LLC | 18,133 | $173.7K | 0.11% | −350−1.9% | Reduced |
| Riverbridge Partners LLC | 17,459 | $167.3K | 0.00% | +118+0.7% | Added |
| NBC Securities, Inc. | 17,300 | $165.0K | 0.02% | 00.0% | Unchanged |
| Nomura Holdings Inc | 17,150 | $164.3K | 0.00% | +17,150 | New |
| Jane Street Group, LLC | 16,634 | $159.4K | 0.00% | +16,634 | New |
| US Bancorp | 16,600 | $159.0K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 16,320 | $156.3K | 0.01% | 00.0% | Unchanged |