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 |
|---|---|---|---|---|---|
| Northwest Financial Advisors | 1 | $10 | 0.00% | +1 | New |
| Frazier Financial Advisors, LLC | 7 | $65 | 0.00% | +7 | New |
| Focused Wealth Management, Inc | 112 | $1.07K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 255 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 255 | $2.47K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 266 | $2.55K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 285 | $2.73K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $4.79K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 500 | $4.79K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 500 | $4.79K | 0.00% | +250+100.0% | Added |
| Horizon Bancorp Inc | 500 | $5.00K | 0.00% | −125−20.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 546 | $5.23K | 0.00% | −2,457−81.8% | Reduced |
| Global Retirement Partners, LLC | 561 | $5.34K | 0.00% | +450+405.4% | Added |
| Cambridge Trust Co | 600 | $5.75K | 0.00% | +600 | New |
| Hobbs Group Advisors, LLC | 650 | $6.23K | 0.00% | +650 | New |
| LM Advisors LLC | 750 | $7.18K | 0.00% | +750 | New |
| Sound Income Strategies, LLC | 960 | $9.20K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,025 | $9.82K | 0.00% | +1,025 | New |
| Sugarloaf Wealth Management, LLC | 1,214 | $11.6K | 0.00% | +1,214 | New |
| The PNC Financial Services Group, Inc. | 1,293 | $12.4K | 0.00% | +816+171.1% | Added |
| Crewe Advisors LLC | 1,449 | $13.9K | 0.00% | +1+0.1% | Added |
| EverSource Wealth Advisors, LLC | 1,500 | $14.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,500 | $14.4K | 0.00% | +1,500 | New |
| Bogart Wealth, LLC | 1,500 | $14.4K | 0.00% | +1,500 | New |
| Baystate Wealth Management LLC | 1,524 | $14.6K | 0.00% | +1,524 | New |
| McGlone Suttner Wealth Management, Inc. | 1,700 | $16.3K | 0.00% | +1,700 | New |
| Concord Wealth Partners | 1,713 | $16.4K | 0.00% | +42+2.5% | Added |
| Northwestern Mutual Wealth Management Co | 1,991 | $19.1K | 0.00% | +11+0.6% | Added |
| M&R Capital Management Inc | 2,000 | $19.2K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,000 | $19.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,029 | $19.4K | 0.00% | +50+2.5% | Added |
| West Branch Capital LLC | 2,031 | $19.5K | 0.01% | +16+0.8% | Added |
| Slocum, Gordon & Co LLP | 2,195 | $21.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 2,250 | $21.6K | 0.00% | −1,100−32.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 3,000 | $28.7K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4,105 | $39.3K | 0.01% | −11,485−73.7% | Reduced |
| CWM, LLC | 4,339 | $42.0K | 0.00% | −7,911−64.6% | Reduced |
| Byrne Asset Management LLC | 4,750 | $46.0K | 0.04% | – | – |
| Proequities, Inc. | 7,900 | $75.7K | 0.01% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 10,000 | $95.8K | 0.01% | +10,000 | New |
| AXS Investments LLC | 10,000 | $95.8K | 0.02% | +10,000 | New |
| Wade G W & Inc | 10,079 | $97.0K | 0.00% | +10,079 | New |
| Williams Jones Wealth Management, LLC. | 10,170 | $97.4K | 0.00% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 10,331 | $99.0K | 0.08% | +61+0.6% | Added |
| Staley Capital Advisers Inc | 10,888 | $104.3K | 0.01% | +51+0.5% | Added |
| Tower Research Capital LLC (TRC) | 11,127 | $106.6K | 0.00% | +11,122+222,440.0% | Added |
| Elequin Capital LP | 11,213 | $107.4K | 0.03% | +1,404+14.3% | Added |
| AE Wealth Management LLC | 11,601 | $112.4K | 0.00% | −4,560−28.2% | Reduced |
| WMG Financial Advisors, LLC | 11,750 | $112.6K | 0.07% | +11,750 | New |
| Advisor OS, LLC | 11,806 | $113.1K | 0.01% | +883+8.1% | Added |
| MJP Associates Inc | 11,806 | $113.1K | 0.03% | +11,806 | New |
| Oppenheimer & Co Inc | 12,226 | $117.1K | 0.00% | +165+1.4% | Added |
| Horizon Kinetics Asset Management LLC | 12,417 | $119.0K | 0.00% | −39−0.3% | Reduced |
| Hollencrest Capital Management | 12,760 | $122.2K | 0.01% | −10,200−44.4% | Reduced |
| Catalina Capital Group, LLC | 13,352 | $127.9K | 0.10% | +13,352 | New |
| Harbour Investments, Inc. | 13,909 | $133.2K | 0.01% | −574−4.0% | Reduced |
| Barrett & Company, Inc. | 14,320 | $137.2K | 0.07% | +102+0.7% | Added |
| Cresset Asset Management, LLC | 14,400 | $138.0K | 0.00% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 14,799 | $141.8K | 0.05% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 15,440 | $147.9K | 0.31% | +15,440 | New |
| Baker Tilly Wealth Management, LLC | 15,600 | $149.4K | 0.02% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 15,730 | $150.7K | 0.01% | −2,700−14.7% | Reduced |
| Sandy Cove Advisors, LLC | 15,750 | $150.9K | 0.08% | −300−1.9% | Reduced |
| Private Advisor Group, LLC | 15,867 | $152.0K | 0.00% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 16,054 | $153.8K | 0.06% | +1,073+7.2% | Added |
| Warren Averett Asset Management, LLC | 16,320 | $156.3K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 16,600 | $159.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 16,634 | $159.4K | 0.00% | +16,634 | New |
| Nomura Holdings Inc | 17,150 | $164.3K | 0.00% | +17,150 | New |
| NBC Securities, Inc. | 17,300 | $165.0K | 0.02% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 17,459 | $167.3K | 0.00% | +118+0.7% | Added |
| Dudley Capital Management, LLC | 18,133 | $173.7K | 0.11% | −350−1.9% | Reduced |
| Ellis Investment Partners, LLC | 18,391 | $176.2K | 0.04% | +162+0.9% | Added |
| Stonegate Investment Group, LLC | 18,552 | $177.7K | 0.01% | 00.0% | Unchanged |
| First Foundation Advisors | 18,611 | $178.3K | 0.01% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 19,424 | $186.1K | 0.04% | +205+1.1% | Added |
| Verity Asset Management, Inc. | 19,729 | $189.0K | 0.12% | +19,729 | New |
| Lido Advisors, LLC | 19,837 | $190.0K | 0.00% | +19,837 | New |
| Envestnet Asset Management Inc | 20,014 | $191.7K | 0.00% | −125,070−86.2% | Reduced |
| Pathstone Holdings, LLC | 20,534 | $196.7K | 0.00% | +20,534 | New |
| CI Private Wealth, LLC | 20,886 | $200.1K | 0.00% | −875−4.0% | Reduced |
| Pointe Capital Management LLC | 22,575 | $216.3K | 0.15% | −907−3.9% | Reduced |
| Moors & Cabot, Inc. | 22,781 | $218.2K | 0.01% | −17,450−43.4% | Reduced |
| Janney Montgomery Scott LLC | 25,495 | $244.0K | 0.00% | −4,845−16.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 25,801 | $247.2K | 0.15% | +2,672+11.6% | Added |
| SeaCrest Wealth Management, LLC | 25,628 | $248.1K | 0.03% | −1,824−6.6% | Reduced |
| EP Wealth Advisors, LLC | 26,800 | $256.7K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 27,037 | $259.0K | 0.00% | −14,911−35.5% | Reduced |
| Apriem Advisors | 27,248 | $261.0K | 0.03% | +27+0.1% | Added |
| Rockefeller Capital Management L.P. | 28,838 | $276.3K | 0.00% | −2,800−8.9% | Reduced |
| Quad-Cities Investment Group, LLC | 29,558 | $287.0K | 0.18% | −5,805−16.4% | Reduced |
| Future Financial Wealth Managment LLC | 30,237 | $289.7K | 0.29% | −4,575−13.1% | Reduced |
| Oarsman Capital, Inc. | 30,437 | $291.6K | 0.08% | 00.0% | Unchanged |
| MML Investors Services, LLC | 31,751 | $304.0K | 0.00% | +1,753+5.8% | Added |
| Conning Inc. | 32,079 | $307.3K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 33,190 | $318.0K | 0.01% | +2,499+8.1% | Added |
| Advisory Services Network, LLC | 35,572 | $340.8K | 0.01% | −360−1.0% | Reduced |
| Stephens Inc | 37,190 | $356.3K | 0.01% | +2,425+7.0% | Added |
| Comerica Bank | 40,052 | $383.7K | 0.00% | +697+1.8% | Added |
| Kestra Advisory Services, LLC | 40,648 | $389.4K | 0.00% | +17,034+72.1% | Added |