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 |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 41,769 | $400.0K | 0.02% | −332−0.8% | Reduced |
| Wells Fargo & Company | 42,871 | $410.7K | 0.00% | +981+2.3% | Added |
| HighTower Advisors, LLC | 45,306 | $431.0K | 0.00% | −2,639−5.5% | Reduced |
| Congress Wealth Management LLC | 45,770 | $438.5K | 0.01% | +26,000+131.5% | Added |
| Rock Point Advisors, LLC | 46,074 | $441.4K | 0.13% | −9,590−17.2% | Reduced |
| Rivernorth Capital Management, LLC | 47,056 | $450.8K | 0.02% | −182,597−79.5% | Reduced |
| Credit Suisse AG | 50,000 | $479.0K | 0.00% | −10,000−16.7% | Reduced |
| Flow State Investments, L.P. | 54,159 | $518.8K | 0.18% | +54,159 | New |
| International Assets Investment Management, LLC | 54,701 | $524.0K | 0.07% | +190+0.3% | Added |
| Independent Financial Group, LLC | 55,107 | $527.9K | 0.03% | +1,725+3.2% | Added |
| Flagship Harbor Advisors, LLC | 58,473 | $560.2K | 0.04% | +2,749+4.9% | Added |
| Pin Oak Investment Advisors Inc | 62,428 | $598.0K | 0.61% | +8,905+16.6% | Added |
| Merit Financial Group, LLC | 64,411 | $617.1K | 0.02% | −19,030−22.8% | Reduced |
| Selway Asset Management | 68,979 | $660.8K | 0.28% | −17,100−19.9% | Reduced |
| Atria Wealth Solutions, Inc. | 69,700 | $667.7K | 0.01% | +21,310+44.0% | Added |
| Cahill Financial Advisors Inc | 74,906 | $717.6K | 0.11% | −1,239−1.6% | Reduced |
| Wedbush Securities Inc | 81,792 | $784.0K | 0.03% | +4,846+6.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 88,655 | $849.0K | 0.00% | −19,452−18.0% | Reduced |
| Baird Financial Group, Inc. | 91,272 | $874.4K | 0.00% | +27,407+42.9% | Added |
| Centaurus Financial, Inc. | 91,388 | $875.0K | 0.07% | −334,921−78.6% | Reduced |
| Melfa Wealth Management, LLC | 96,301 | $915.6K | 0.86% | −7,434−7.2% | Reduced |
| GWM Advisors LLC | 102,428 | $984.3K | 0.01% | +9,245+9.9% | Added |
| Clear Creek Financial Management, LLC | 110,103 | $1.05M | 0.17% | +1,624+1.5% | Added |
| Cetera Advisor Networks LLC | 111,238 | $1.07M | 0.01% | −4,333−3.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 112,074 | $1.07M | 0.02% | +6,681+6.3% | Added |
| CoreCap Advisors, LLC | 117,285 | $1.12M | 0.07% | +1,770+1.5% | Added |
| Aviance Capital Partners, LLC | 121,322 | $1.16M | 0.25% | −13,165−9.8% | Reduced |
| Cetera Advisors LLC | 124,161 | $1.19M | 0.02% | +40,811+49.0% | Added |
| Alpine Global Management, LLC | 130,000 | $1.25M | 0.34% | +2,500+2.0% | Added |
| Camelot Portfolios, LLC | 143,616 | $1.38M | 0.81% | +31,829+28.5% | Added |
| National Asset Management, Inc. | 145,163 | $1.39M | 0.04% | +16,053+12.4% | Added |
| NWF Advisory Services Inc. | 157,800 | $1.51M | 0.30% | −5,400−3.3% | Reduced |
| Fiera Capital Corp | 199,487 | $1.91M | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 215,380 | $2.06M | 0.00% | −17,259−7.4% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 232,051 | $2.22M | 0.58% | +1,060+0.5% | Added |
| Gilbert & Cook, Inc. | 234,295 | $2.24M | 0.32% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 271,000 | $2.60M | 0.18% | +271,000 | New |
| Thrivent Financial for Lutherans | 284,156 | $2.72M | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 302,257 | $2.90M | 0.26% | +209,367+225.4% | Added |
| City of London Investment Management Co Ltd | 316,261 | $3.03M | 0.25% | +83,206+35.7% | Added |
| Stifel Financial Corp | 318,511 | $3.05M | 0.00% | −10,710−3.3% | Reduced |
| Cetera Investment Advisers | 360,329 | $3.45M | 0.03% | −23,660−6.2% | Reduced |
| Commonwealth Equity Services, LLC | 364,732 | $3.49M | 0.01% | −2,404−0.7% | Reduced |
| Cohen & Steers, Inc. | 375,463 | $3.60M | 0.01% | 00.0% | Unchanged |
| Oak Hill Advisors LP | 403,604 | $3.87M | 0.50% | 00.0% | Unchanged |
| Raymond James & Associates | 405,662 | $3.89M | 0.00% | +55,125+15.7% | Added |
| Advisor Group Holdings, Inc. | 435,923 | $4.18M | 0.01% | −204,700−32.0% | Reduced |
| Shaker Financial Services, LLC | 436,704 | $4.18M | 1.72% | +137,627+46.0% | Added |
| Bank of America Corp | 484,792 | $4.64M | 0.00% | +18,839+4.0% | Added |
| Royal Bank of Canada | 528,337 | $5.06M | 0.00% | +40,010+8.2% | Added |
| Kennedy Investment Group | 630,617 | $6.04M | 3.38% | +9,200+1.5% | Added |
| CNH Partners LLC | 683,157 | $6.54M | 0.26% | +216,586+46.4% | Added |
| Guggenheim Capital LLC | 697,043 | $6.68M | 0.05% | +29,170+4.4% | Added |
| Arete Wealth Advisors, LLC | 721,964 | $6.92M | 0.53% | +11,242+1.6% | Added |
| Relative Value Partners Group, LLC | 727,172 | $6.97M | 0.43% | +691,372+1,931.2% | Added |
| Allspring Global Investments Holdings, LLC | 757,328 | $7.26M | 0.01% | +27,170+3.7% | Added |
| Cyndeo Wealth Partners, LLC | 772,424 | $7.40M | 0.68% | −35,517−4.4% | Reduced |
| UBS Group AG | 792,694 | $7.59M | 0.00% | −63,402−7.4% | Reduced |
| Chicago Partners Investment Group LLC | 806,627 | $7.75M | 0.36% | −47,947−5.6% | Reduced |
| LPL Financial LLC | 874,537 | $8.38M | 0.01% | +92,800+11.9% | Added |
| Penserra Capital Management LLC | 1,285,602 | $12.3M | 0.23% | +88,977+7.4% | Added |
| Ameriprise Financial Inc | 1,394,547 | $13.4M | 0.00% | +490,942+54.3% | Added |
| Invesco Ltd. | 1,682,941 | $16.1M | 0.00% | −95,462−5.4% | Reduced |
| Sit Investment Associates Inc | 5,328,636 | $51.0M | 1.25% | +447,097+9.2% | Added |
| Morgan Stanley | 9,189,343 | $88.0M | 0.01% | +480,956+5.5% | Added |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −171,469−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −165,161−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −24,391−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −23,246−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −22,833−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −12,428−100.0% | Sold out |
| Essex Savings Bank | 0 | $0 | 0.00% | −11,984−100.0% | Sold out |
| MKT Advisors LLC | 0 | $0 | 0.00% | −11,569−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −11,068−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −10,382−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −2,547−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Claybrook Capital, LLC | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |